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Stansberry Investor Hour

Latest episodes

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Mar 6, 2023 • 1h 11min

Our 300th Episode Mailbag Special, Plus the 'Godfather of Fundamental Indexing' Rob Arnott

This week, you'll get a glimpse of what goes on in the mind of a true innovator in financial strategy. Hailed by Dan as the "godfather of fundamental indexing," Rob Arnott, founder and chairman of the board of Research Affiliates, returns for another provocative interview. As promised, Dan and his co-host Corey kick things off with a mailbag special to celebrate Stansberry Investor Hour's 300th episode. Thanks to listeners like you, we've collected quite a few e-mails. So today, the duo will tackle a couple of the burning questions you've sent us. Another milestone in today's episode comes in the form of Research Affiliates' proprietary RAFI Fundamental Index ("RAFI") strategy, which is nearing its 20th anniversary. Rob shares some history about his pioneering work that's used by industry heavyweights like Charles Schwab and PIMCO. Rob also warns against following the herd by explaining what happens when you mix availability bias and a bubble. And, with the help of monkeys, he shares how inherently flawed the traditional idea of weighting only by market cap can be... In a nod to economist Burton Malkiel – who once wrote how a blindfolded monkey throwing darts could outperform a fund manager – Rob and his colleagues simulated the monkey for one of their research papers... ➡️ Watch Here
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Feb 27, 2023 • 1h 2min

'You Need Grit to Quit' – Knowing When to Walk Away With Annie Duke

We're eager to have former professional poker player, public speaker, and bestselling author Annie Duke on this week's episode to discuss her latest book, Quit: The Power of Knowing When to Walk Away, teaches you how to be a smart quitter. "Quitters never win, winners never quit." That's not true. Winners actually quit a lot. And it's in fact how they win. When you look at the best investors, they are so good at getting off the positions that aren't so worthwhile that they can then reinvest that capital into things that are worthwhile..." Annie also discusses the psychology behind other common pitfalls for retail investors, like loss aversion, focusing on portfolio outliers, relying on intuition, and more. Today's episode is one you won't want to miss. ➡️ Watch Here 00:00 Inflation status quo 5:08 Recession prospect 11:26 Quit: The Power of Knowing When to Walk Away 19:59 Winners and losers in stock picking 27:08 How does intuition play out in investing? 32:10 Checklist manifesto in investing 38:21 "Stick to the plan" 47:42 Psychological aspect of investing 51:00 Annie’s investment tips
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Feb 21, 2023 • 1h 10min

Your Portfolio's Best Defense for an Uncertain 2023

Stansberry Venture Technology editor Dave Lashmet returns to the show. He's our go-to for anything and everything related to emerging technologies.  Whether it's the ongoing Russia-Ukraine war... more nuclear threats from North Korea... or the Chinese spy balloon fiasco... geopolitics has already become 2023's overarching theme. It's also why Dave is bullish on one corner of the market in particular... "The simple thesis is that we don't know what 2023 will be like for investors – if it'll be a bear, a bull, or a sideways market. But what we do know is that the best way to play defense in 2023 is going to be to buy defense stocks." Dave also shares one company's stock that is poised to soar thanks to its groundbreaking new stealth technology. And just like other defense stocks on Dave's radar, it has a "very, very, very long [tail]" and "monopolies [on technologies]." Plus, Dave also details exactly what he looks for when screening military tech stocks, along with his "secret decoder ring" for choosing pharmaceutical companies to invest in.
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Feb 13, 2023 • 1h

A Silver Exec's Top Advice on Precious Metals Investing

We're excited about this week's Stansberry Investor Hour show... Keith Neumeyer – the founder, president, and CEO of major Canadian mining company First Majestic Silver – shares what it takes to make a fortune in the industry. As Keith explains, "The mining sector brings a huge amount of value to the human race" as many modern technologies rely on it, especially silver... All the different technologies we started to adopt as a human race in the mid-'80s and beyond, I just put two and two together and I said, "Silver is the glue that holds everything together. Without silver, none of this is going to work." Silver is crucial to modern society, and it can be highly rewarding... as long as you know what you're doing. Before signing off this week's podcast, Keith shares the top qualities novice investors should look for in a mining company. (Solid management is his top pick.) And he recommends not waiting too long to take profits or holding on for the elusive 10-bagger, saying... These things will spike all of a sudden [...] The stock will go up 300%, 400%, 500%, which is fantastic. That's what the mining sector can do for you if your timing is right. But you have to be smart as an investor. If you're up 300%, you'd better be selling something. If you don't, you're an idiot. If you're up 500%, I would suggest you're out of the stock completely. ➡️ Watch Here
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Feb 6, 2023 • 1h 10min

The One Market Every Investor Should Add to Their Watchlist

The biggest growth story of 2023 has been three years in the making. And today's Stansberry Investor Hour guest is at the forefront of it all... Commodity Supercycles editor Brian Tycangco is Stansberry Research's resident expert in the energy and natural resources space. After being shuttered behind strict COVID-19 policies for the past three years, China is finally open for business with the global markets again. Its residents – with trillions of dollars socked away during those long years – are itching to travel and spend. And the country's high-value manufacturing sites are set to lead a global bull market in electric vehicles. At the same time, Brian says we're seeing an increased U.S. manufacturing presence in labor markets like India, Indonesia, and Thailand – which means incredible investing opportunities across Southeast Asia. Also on today's podcast, Brian urges investors to not be so easily scared off by sensational headlines from Western media... like the furor over Chinese President Xi Jinping's power move to extend his term of leadership or the concerns over the wealthiest citizens leaving the country – and taking their money with them. Thanks to his residency in Asia (the Philippines, to be exact), Brian has gotten a firsthand look at the sentiment. He says, "Everything isn't as bad as it seems in China," and that most Chinese have a "back-to-business mentality." Lastly, when it comes to adding this market to your portfolio, he says you still have to be practical... You don't go all-in on China, but you don't also not have exposure to a place like this. There's always room for China in anyone's portfolio [...] It'd be crazy not to have exposure just because of geopolitics.
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Jan 30, 2023 • 1h 4min

The 'Blind Spot' of All Asset Managers

This week, one of Dan's favorite guests returns for his fourth Stansberry Investor Hour appearance... Cullen Roche is the founder of portfolio-management firms Orcam Financial and Discipline Funds. He is also the author of two of the most widely circulated research papers in finance and a highly rated book named after his popular financial blog, Pragmatic Capitalism. But first, Dan and Corey examine the biggest news events of the past week. And some have gotten a little too close for comfort to the extreme scenarios in the "Top 10 Potential Surprises for 2023" episode. As for our guest's economic outlook, Cullen discusses why disinflation could be this year's theme... why it's too early to be picking bottoms in the "huge, slow-moving beast" of housing... and why he thinks the Federal Reserve is likely to hike rates a bit more before adopting a wait-and-see approach... ➡️ Watch Here
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Jan 23, 2023 • 1h 8min

Having the Tenacity as an Investor... No Matter the Climate

This week, we're thrilled to welcome a brand-new guest to the Stansberry Investor Hour... who happens to be the lead analyst for Stansberry Research's longest-running flagship publication: Alan Gula.  But first, Dan and his co-host Corey discuss the latest hot-button topics: Big Tech's sweeping wave of layoffs, why media coverage of the "debt-ceiling crisis" is just "pure noise," the "cat-and-mouse game" of the lag effects of Federal Reserve policy, and whether there could be an encore to last year's bond-market beatdown. Speaking of distressed investments... today's guest had a front-row seat to the financial crisis, as he was working Barclays Investment Bank's distressed-debt desk when Lehman Brothers filed for bankruptcy. Alan worked at some of Wall Street's biggest firms before joining Stansberry Research.  "I think that any good recommendation has a good macro tailwind. And cycles are crucial from a macro standpoint," says Alan.  But finding a winner requires more than just the right macroeconomic setup... As Alan states, it's one that "marries both the macro and the bottom-up fundamentals research." He dives deep into his bottom-up research process. And he also shares his No. 1 tip for successful investing.
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Jan 17, 2023 • 1h 4min

'Path Matters More Than Prediction' – Assessing the Market Landscape for a 2023 'Melt Up'

For today's episode of Stansberry Investor Hour, we've managed to reel in one of Dan's favorite Twitter personalities: Michael Gayed. Michael is the brains behind The Lead-Lag Report, a long-term investment strategy newsletter.  According to Michael, "Path matters more than prediction, "... especially in the credit event and the market rally he sees possible in 2023. He relies on multiple indicators that "get ahead of highly volatile regime shifts in equities," and "when they [the indicators] all give you the same message, that's your tell." Michael also breaks down the lumber-to-gold indicator for market moves... the fallacies in market timing and adapting to the market... the meaning behind his Twitter profile picture... and more. Plus, you'll also hear Dan and Corey discuss how stock bulls pinning their hopes on a Fed pivot could be in for a disappointment and the latest in shenanigans from the duo's favorite dethroned crypto king.
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Jan 9, 2023 • 1h

How to Make Volatility Work for You in 2023

We're back to our regular Stansberry Investor Hour programming this week. And to kick off a new year of the show, we welcome Greg Diamond, editor of Ten Stock Trader. A chartered market technician ("CMT") and Stansberry's resident expert in technical analysis, Greg has almost 20 years of experience in portfolio management and trading across every asset class you can think of. That's why he's the perfect fit for Ten Stock Trader – Stansberry's unique daily trading service in which Greg has nailed down multiple double- and triple-digit winners. According to Greg, "2023 is going to be marked with incredible trading opportunities." He explains that one of the tools for navigating market volatility this year is being able to identify certain trends, and he also explains how technical analysis can help you do that. His strategy might be intimidating for most, but Greg encourages folks to keep an open mind and step out of the box... This is a can't-miss episode. Check it out now.
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Jan 4, 2023 • 1h 6min

Top 10 Potential Surprises for 2023

Today was the first trading day of the new year. So for this week's Stansberry Investor Hour episode, we thought it'd only be fitting to kick off 2023 with our fourth annual "Top 10 Potential Surprises" for investors. Dan Ferris teams up with co-host Corey McLaughlin to bring you this year's list. Keeping with Dan's favorite adage of "Prepare, don't predict," these 10 surprises aren't predictions... They're possible events investors are unprepared for, based on current market conditions. We won't spoil the surprises. But just to give you an idea, you'll hear about... A bullish trend in two assets (including one Dan has never been a fan of) A commonly held view of today's bear market (and why it's a mistake) A specter of the 2021 stock market's most infamous names (and what it portends) A "blistering" market event (one that's guaranteed to "shock the hell out of everyone") A repeat of history (and an event Dan says is his "pet surprise" that he'll always have on his Top 10 list) Dan and Corey also ask each other the show-standard "Final Question," as today's special episode doesn't feature a guest (we'll return to our normal format next week). Plus, Dan reveals his four tips on how to best prepare for all that 2023 could unleash.

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