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Stansberry Investor Hour

Latest episodes

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Nov 27, 2023 • 1h 5min

Don't Let Money Be Your Master Warns Jared Dillian

Dan and Corey kick off the show by giving a sneak peek at their list of 10 things that would surprise investors in 2024 and where they predict the markets are headed. Specifically, they discuss the unassailable Magnificent Seven – which are "priced for more than perfection" – and why the high valuations aren't sustainable. While the other "Unmagnificent 493" stocks in the S&P 500 Index are essentially flat and it's "still a bear market for everything else," the Magnificent Seven have screamed higher. Dan warns that they're not safe. Afterward, Jared joins the conversation and gives some tips on how to make finance less stressful. He shares that it's important to not cut out small luxuries that bring you happiness, like a Starbucks coffee every now and then. Rather, he says to focus on cutting costs for the bigger items. He also explains that being too conservative with your money can be detrimental.  The conversation shifts to discussing the two main sources of financial stress: debt and risk. Jared explains that these sources of stress aren't correlated with how much money you have and instead are entirely based on how you structure your finances.  Jared then talks about the market as a whole and shares some predictions. He covers why he has been focused on the bond market for the past six months, why he expects a recession next year, what he thinks will happen to Treasurys and interest rates, and the psychology behind inflation.   Lastly, Jared details why he owns essentially no U.S. stocks and instead has his money in Argentine stocks. Plus, he describes another emerging market that presents a "huge opportunity" for investors. As he says, "There's other places in the world to go where there's a lot more growth that are a lot more promising." Don't miss his thoughts on the best way to get exposure to that potential growth story. 
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Nov 20, 2023 • 1h 16min

The Imminent Death of the Middle Class with Porter Stansberry

On this week's Stansberry Investor Hour, Dan and Corey welcome Porter Stansberry back to the show. Porter founded Stansberry Research in 1999, and he recently returned as CEO and chairman of parent company MarketWise (MKTW). With more than 25 years of experience as a financial analyst and publisher to draw on, Porter shares his opinions on the current state of the markets and which areas of the economy look most attractive today.But first, Dan and Corey talk about investors' unfounded hopes for falling interest rates and some Wall Street analysts predicting that the Federal Reserve will soon cut rates by 150 basis points. "I just don't see that happening," Corey says. Afterward, the conversation shifts to the bond market, the drop in demand for U.S. Treasurys, China "imploding minute by minute," and the biggest "turkeys" who have made the most absurd financial decisions this year. Plus, Dan explores investor psychology and how it has been warped by a decade-plus of low rates and the longest bull market in history. (0:00) Porter then joins the show and discusses why Ayn Rand's 1957 book Atlas Shrugged continues to be relevant today, General Motors' chances of going bankrupt again, and his "new, old" job as CEO of MarketWise. He explains his strategy for the company going forward. (25:08) Moving on to the broader economy, Porter shares an updated prediction of what he sees coming for the market. In mid-September, he was concerned we were on the cusp of another major financial crisis. But now he thinks the immediate danger may be past. (42:34)  Porter also shares that most quality businesses out there trade for high valuations, but those with unrecognized quality still present fantastic buying opportunities today. Even companies that have recently made negative headlines can still have incredible underlying value.(48:48) Finally, Porter details what's happening in the bond market right now and why he believes it's worth investing in. And you won't want to miss his parting message, where he explains why it's a great time to be alive despite any global issues or societal problems. "Most investors make the mistake of not being optimistic enough," he says. (57:35)
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Nov 13, 2023 • 1h 3min

A Needed Dose of Reality in a Sea of Pessimism with Marc Chaikin

Marc Chaikin, Founder of Chaikin Analytics, discusses the Power Gauge for identifying stocks, the likelihood of a recession in 2023, and the impact of AI on advancements in medicine, data analytics, and self-driving cars. He shares insights on today's market, including the 'Magnificent Seven' stocks and the U.S. national debt. Chaikin emphasizes the media's preference for doom-and-gloom headlines and the bullish sentiment among leading investors.
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12 snips
Nov 6, 2023 • 1h 5min

The Weight Loss Revolution is Underway

In this podcast, the hosts discuss topics like the economy, fraud in the crypto market, eccentric companies, wealth inequality, and the economic impact of obesity and weight loss. They explore the potential of weight loss drugs and the opportunities for investment. They also touch on the economic impact of retiring later and the concept of R star.
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Oct 30, 2023 • 51min

Why Gold Is on the Brink of a Historic Surge

Rudi Fronk, chairman of Seabridge Gold, joins the podcast to discuss the outlook for the gold market and the challenges in the industry. He predicts gold prices will surpass its previous all-time high by the end of the year and explains why mining companies struggle. The hosts also analyze GDP numbers, consumer spending, and personal income statistics.
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Oct 23, 2023 • 54min

It's the End of Globalization as We Know It with Peter Zeihan

In this week's Stansberry Investor Hour, Dan and Corey welcome geopolitical strategist and critically acclaimed author Peter Zeihan back to the show. But first, reporting live from the conference, Dan and Corey share their insights from this valuable event for subscribers. They offer a recap of the presentations delivered by notable figures, including Stansberry Research founder Porter Stansberry, legendary cyclist Lance Armstrong, and respected financial writer Morgan Housel. (:41) Then Peter joins the show to dissect the ongoing Ukraine situation and other geopolitical conflicts dominating the headlines. Peter discusses Israel's strategic shift from being a technology consumer to a producer, saying "Israelis, almost to a Chinese scale, were stealing tech... and so they decided to go in the business of making tech." Dan and Peter also explore investment prospects in Israel, what a peace treaty between Saudi Arabia and Israel would mean, how Iran could disrupt the peace process, and incompetence in the Israeli government. (16:50) Finally, Dan and Peter shift their focus to China. The nation is undergoing dramatic shifts in demographics and experiencing a severe population decline, which has profound implications for the nation's future. Peter predicts that China will cease to exist as a unified industrialized nation within the next decade. (36:18) ➡️ Watch Here
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7 snips
Oct 17, 2023 • 1h 5min

Mindless Buying: The Driving Force Behind Modern Market Dynamics with Michael Green

Mike Green, Chief strategist and portfolio manager of Simplify Asset Management, joins the podcast to discuss the impact of passive investing on market dynamics. He highlights how mindless buying is driving the stock market, despite limited growth prospects for big companies like Apple and PepsiCo. Additionally, he details the influence of interest rates on the markets and explains the unique opportunity in the bond market.
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Oct 9, 2023 • 1h 1min

'Investing Is Back' – But It Looks Different

Discussion of surprising employment numbers and turbulence in the bond market. Guest expresses skepticism about the idea of reverting to 'normalcy' in the economy and predicts significant changes. Outlook on inflation as a series of sine waves, with upward trend surpassing previous highs. Conversation on investment options, uranium price rise, real estate market in Florida, and skepticism towards green energy. Guest advises being cynical and skeptical in finance.
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Oct 2, 2023 • 1h 6min

Why the BRICS Expansion Isn't the End of the Dollar

On this week's Stansberry Investor Hour, Dan and Corey are joined by renowned economist Jim Rickards, who details his illustrious career, the development of the BRICS currency, and its potential ramifications for the global monetary system. But first, Dan and Corey kick off the podcast by discussing store closures, Amazon's monopoly allegations, and commercial real estate's decline. (00:41) Next, Jim joins the conversation to share some of what he has learned during his storied career, specifically from being the general counsel on a hedge fund's $3.6 billion rescue deal. He also explains why he grew dissatisfied with risk management and how he became one of the first in finance to use "complexity theory." (20:06) Dan then steers the conversation to the BRICS initiative – i.e., the five countries' goal to create an alternative currency that will challenge the dominance of the U.S. dollar. Jim explains the origins of BRICS, highlighting how they have created financial institutions similar to the World Bank and the International Monetary Fund. (33:31) Jim stresses the significance of the BRICS currency, as it would facilitate trade among member nations without the need to rely on the U.S. dollar. However, Jim emphasizes that a BRICS currency should not be interpreted as the end of the U.S. dollar's reign. Rather, it would be a formidable competitor in the global currency arena. (41:41) ➡️ Watch Here
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Sep 25, 2023 • 1h 5min

Why U.S. Stocks Are Flashing Code Red

Joel Litman, founder of Altimetry, joins the hosts to discuss his bearish sentiment and significant red flags in the market. He argues that controlling inflation requires higher interest rates. He also highlights overallocation of U.S. stocks in investors' portfolios and warns of market conditions. Chinese and Russian stocks are deemed unattractive for investment.

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