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Stansberry Investor Hour

Latest episodes

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Jun 17, 2021 • 59min

The Man Behind Your Favorite Index Fund...

On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show. He's served as the Head of Investment Strategy and Due Dilligence for UBS... And spent several years at Bloomberg, where he was Chief Investment Officer for Bloomberg's technology-driven wealth management business, Bloomberg Black...  Today, he is the global investment strategist and head of investment strategy at ProShares, and he has insight into the markets that few can match... Simeon Hyman joins Dan on the show to discuss everything that's going on in the markets today, plus how ProShares is developing products to help retail investors take advantage of major new investment trends and new opportunities.  During their conversation, Dan and Simeon talk about the rise of passive investing... what's going on with the new meme stocks trend... and what changing interest rates mean for you and your holdings going forward...  Simeon even shares some new ETFs that ProShares has developed to take advantage of new trends in the market, like a new momentum ETF (QQQA)... and an ETF designed to capitalize on the rise of online retail (ONLN).  The two have a captivating conversation filled with tons of valuable insight from one of the most in-the-know investors on the planet. Listen to Dan's conversation with Simeon, and much more, on this week's episode.
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Jun 10, 2021 • 1h 12min

How to Avoid 98% of all Human Misery

This week, we're doing something that's never been done in the history of the Investor Hour podcast... It's a two-part interview with two incredibly special guests. The first is a new face to Investor Hour listeners. Berna Barshay is a rising star at Empire Financial Research, who in less than a year has already begun to make a name for herself with her email newsletter read every day by thousands.  During their conversation, Berna shares her unique perspective that has helped her spot massive winners the rest of Wall Street hated, like Lululemon, up over 20x since going public. She's even holding her own webinar for those who want to learn more about her unique strategy. You can find more info at www.empire2021.com. The second guest is a remarkable man who started a hedge fund out of his Manhattan apartment which he grew to over $200 million... He's appeared numerous times on national television where he has broken some of the biggest financial scandals in America...  And he's even climbed Mount Kilimanjaro... The one and only, Whitney Tilson... Whitney joins Dan this week to talk about his latest book. It's not a book on finance... Or a novel about his relationship with Charlie Munger or Warren Buffett... Or another one of the hundreds of books on working hard to become successful in life. It's a book Whitney says is aimed toward his three daughters as they enter adulthood.  Whitney's book The Art of Playing Defense: How to Get Ahead by Not Falling Behind is one of the few books that explores what to do once you become successful, detailing how to avoid the five most common calamities Whitney says cause 98% of human suffering. It's a valuable conversation chocked full of fantastic advice for listeners of all ages. If you're looking to strengthen the relationships in your life, this is an interview you don't want to miss.  Listen to Dan's conversation with Whitney and more on this week's episode.  
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Jun 3, 2021 • 1h 5min

The Indicator that Broke Wall Street

On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show. He's spent 50 years on Wall Street... survived 9 bear markets... He's appeared numerous times on Fox Business and CNBC's Mad Money – where host Jim Cramer said he's learned NEVER to bet against him... The one and only, Marc Chaikin. Marc has created one of Wall Street's most popular indicators, the Chaikin Power Gauge, which has become industry standard, appearing in every Bloomberg and Reuters terminal in the world, used by hundreds of banks, hedge funds, and every major brokerage site... During his conversation with Dan, Marc shares how lessons from legends like Warren Buffett and Seth Klarman led him to use a unique blend of fundamental and technical analysis to create his Chaikin Power Gauge... Marc explains the key factors his indicators value most, how they're weighted, and even a few sectors of the market – including some company names and ticker symbols – that the Chaikin Power Gauge indicator says are screaming buy right now. Plus, Marc explains how you can try the Chaikin Power Gauge, 100% free, just by signing up for his upcoming webinar at www.2021prediction.com. If you're serious about managing your own investment portfolio, this is an interview you don't want to miss. Listen to Dan's conversation with Marc and more on this week's episode.
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May 27, 2021 • 1h 6min

Is Inflation a Social Phenomenon?

After Bitcoin plunged 54% from its all-time-high in April, many crypto speculators are feeling quite shaken... But Dan points out that it's what didn't happen after the crypto crash that’s worth noting... No banks went under... the Fed didn't need to bail anyone out... We didn't see a big systemic collapse... And Bitcoin is still standing... Not to mention, Dan points out that one of the biggest names in the investing world just announced he bought some Bitcoin for the very first time... Then on this week's interview, Dan invites Hugh Henry onto the show. Hugh is an award-winning hedge fund manager, market commentator, real estate investor, and podcaster. Hugh previously worked at Odey Asset Management, before he founded Eclectica Asset Management in 2005, where he achieved a 31.2% return during the 2008 financial crisis. During their conversation, Hugh elaborates on his stance that inflation is more of a social phenomenon than many people give it credit for. Hugh also explains how if you spot some of these social trends, and are willing to take a contrarian stance, you could find some amazing investment opportunities at the best value they've been in years. He even shares the names of 4 or 5 stocks trading at rock-bottom prices that he absolutely loves going forward... Then on the mailbag this week, one listener asks Dan an in-depth question about life insurance and holding cash... And another long-time listener asks what Dan thinks about the popular assertion that gold will plummet when a crisis happens... Listen to Dan tackle these questions and more on this week's episode.
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May 20, 2021 • 1h 17min

What the Fed Won' Tell You

It's been a rough week for crypto investors...  After Bitcoin reached over $64,000 in April, the world's most popular crypto has plunged as low as $30,000 on some exchanges earlier this week... Dan opens the show with an update on the situation, and tells the listeners what he's doing with his Bitcoin today... Then on this week's interview, Dan invites Dave Collum back onto the show for another great conversation. Dave is the Betty R. Miller Professor of Organic Chemistry and former Department Chair at Cornell University. He's also a staunch Libertarian, a fan of gold, the Austrian business cycle, and he's not at all afraid to speak his mind.  During their conversation, Dave and Dan talk about a wide range of controversial topics, like how the inflation numbers from the Fed are completely bogus, how the climate change industrial complex became corrupt, and how a massive top is currently brewing in the market despite what you're being told.  Then on the mailbag this week, a new listener to the podcast asks Dan his general advice for how to handle the current market environment...  Dan takes his time responding to the listener, explaining all the key places he believes you should have your money, plus a couple of helpful lessons to consider.  Listen to Dan tackle this great question and several more on this week's episode.
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May 13, 2021 • 1h 1min

Where to Find Big Gains in Resource Stocks

In the final stages of the bull market, thoughtful investing is typically replaced with reckless speculation...   And today, we're seeing warning signs in nearly every corner of the market...  Investors everywhere are throwing caution to the wind in hopes of finding the hottest tech stock, SPAC offering, or cryptocurrency that'll help them get rich quick... So that's why this week, Dan is bringing the listeners back down to Earth by focusing on a corner of the market that fuels nearly every other industry, but has recently been forgotten by most of the financial media... On this week's episode, Dan invites Rick Rule of Sprott Inc. onto the show to talk about natural resource investing. Rick began his career in the securities business in 1974 and has been principally involved with natural resource securities ever since. Over his long career, Rick has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. Today, Rick is widely regarded as one of the most accomplished natural resource investors on the planet. During their conversation, Rick talks about how stepping down from his position as managing director and president at Sprott has allowed him to focus more time and energy on researching potential investments in the resource space. Rick and Dan discuss where he sees opportunity in the resource market today, including a handful of stocks from the other side of the globe that he believes are currently trading at steep discounts. If you're okay with some riskier, higher upside plays, Rick shares the names of a few stocks which he says are "the cheapest resource stocks on the planet..." Then on the mailbag this week, Dan answers a couple great questions from listeners who have written in... One listener asks Dan his thoughts about a recent quote from Stanley Druckenmiller, where he discusses the possibility of the dollar losing its status as the global reserve currency... And another listener shares what he believes is the real motivation behind the new E.S.G. investing trend.... Dan gives his thoughts on these questions and more on this week's episode.
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May 6, 2021 • 1h 16min

How the World's Greatest Investors Win at the Market

Credit Suisse released a report with some shocking findings about a group of stocks you likely haven't been paying attention to... Across the entire world, across nearly every industry, from small cap to large cap, this forgotten category of stocks has outperformed its peers... and by a wide margin. On the opening rant this week, Dan examines all the facts behind the surprising phenomenon... and discusses what potential investors should do with this information. Then on this week's interview, Dan invites William Green onto the show. William has written for many leading publications like The New Yorker, Time, Fortune, Forbes, Barron's, The London Spectator, The Economist, and many more. He's also interviewed Presidents, Prime Ministers, and scores of the world's most successful billionaire investors. He shares some of the best lessons he's learned in his latest book, Richer, Wiser, Happier: How the World's Greatest Investors Win at the Market and in Life. During their conversation, William gives Dan some fascinating insights he's learned during interviews with famed investors like Charlie Munger, Joel Greenblatt, Sir John Templeton, Jack Bogle, Bill Miller, Howard Marks, Tom Gayner and many more. William has so many great stories that by the end, Dan promises William that he will definitely be invited back for another show. Then on the mailbag this week, one listener writes in challenging Dan on one of his more controversial opinions and Dan felt the need to respond.. Dan doesn't fully agree with everything the listener says, but after some careful consideration, he admits the listener is "absolutely right" on one important point. Listen to Dan's full response on this week's episode.
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Apr 29, 2021 • 1h 14min

Look to Innovation for the Biggest Growth Opportunities

In March, Tesla sold off about 10% of their Bitcoin... Elon Musk said the reason they sold was to, "prove the liquidity of Bitcoin as an alternative to holding cash on the balance sheet..." On the opening rant this week, Dan examines all the facts behind the surprising move... And explains why he's not buying Musk's explanation... Then on this week's interview, Dan invites Thomas Ricketts onto the show. Thomas is President and CIO of Evolutionary Tree Capital Management, a firm exclusively focused on innovation investing. Evolutionary Tree uses their unique investment process to differentiate between hype and real innovation that yields future growth. Their approach has led Evolutionary Tree to find stocks like HubSpot, ServiceNow and Pinterest before they were well known. During their conversation, Dan asks Thomas what the main difference between innovation investing and speculating really is. Thomas explains how his firm uses 8 special criteria to separate the hype from the legitimate long-term opportunities. Thomas even gives the listeners a handful of stocks he loves in cloud computing and biotech – two industries he says are poised for massive growth over the coming decades. Then on this week's mailbag, one listener asks Dan how to buy "some additional insurance via buying put options..." Another listener asks what Dan thinks about the sudden shift to ESG initiatives being parroted in many major industries. And a final listener asks an excellent question about inflation and conventional economic wisdom. Dan gives a thorough reply to this question and more on this week's episode.
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Apr 22, 2021 • 1h 3min

Finding Sustainable Long-Term Trends in an Era of Insane Valuations

Dan opens this week's rant completely beside himself, as he shares the latest story of jaw-dropping excess in the market. But this isn't the story of your typical cryptocurrency pump and dump... Or a message board banding together to try to create the next "meme stock..." It comes from a business you'd never expect in a million years... and Dan calls it the single most insane example of speculative froth he's EVER seen in the markets. Then on this week's interview, Dan invites Ken McAtamney onto the show. Ken is the head of the global equity team and a portfolio manager for William Blair's International Growth, Global Leaders, and International Leaders strategies. Before joining William Blair in 2005, Ken was a vice president at Goldman Sachs, where he was responsible for institutional equity research coverage for both international and domestic equities. Dan and Ken cover a wide range of major growth themes that will likely shape the future investment landscape. Ken presents a ton of unique ideas of how many current industries may evolve and the massive opportunities you should be looking for. During their conversation, Ken shares nearly a dozen names of stocks with sustainable long-term growth in emerging industries that he loves. And finally, the mailbag is filled with some great questions this week... One listener asks Dan if he thinks we could ever have a sovereign debt crisis like Jim Rickards describes? Another listener asks Dan to elaborate on what he meant when he previously said "gold is a bauble..." And a long-time listener asks who is the best author of investment books and why, taking fame and notoriety out of the equation and focusing only on substance? Dan gives a thoughtful reply to this question and more on this week's episode.
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Apr 15, 2021 • 1h 8min

Finding the Next Billion Dollar Unicorn with Kevin Landis

Across the entire U.S. stock market, going all the way back to 1926, a small fraction of stocks are responsible for the lion's share of the market's gains. Dan examines this phenomenon with a deep dive into the Bessembinder Study and comes away with a few key takeaways for individual investors trying to beat the market.  Then on this week's interview, Dan invites Kevin Landis onto the show.  Kevin was born and raised in Silicon Valley and has over 30 years of experience in market research, product management and investment in the technology sector. And today, Kevin is the Chief Investment Officer at Firsthand Capital Management, an investment advisory firm he founded in 1994. He currently manages two technology sector mutual funds and a publicly traded venture capital fund. Dan asks how Kevin and his firm were able to identify stocks like Roku, Twitter, SolarCity, and Yelp before they became the massive winners they are today... The two also discuss how the current incentives in the asset management industry typically hurt your ability to make large gains... and how his firm works to break that mold.  And finally, the mailbag is filled with some great questions this week. One listener asks Dan an interesting question about Tesla that tests his value investing philosophy... Then a listener writes in supporting the retail investors in GameStop, giving a different take on the situation. Is there more to this story than we've been told? And another listener from Australia has some questions on gold's price lately and the potential of a top in the crypto markets... Listen to Dan give his take on these topics and more on this week's episode.

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