Stansberry Investor Hour

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

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.

On this week's Stansberry Investor Hour, Dan and Corey are joined by Stansberry colleague Greg Diamond the editor of Ten Stock Trader, a trading service based on technical analysis. Dan and Corey cover the European Central Bank raising its rates to a multidecade high, inflation "killing people on Main Street" who are racking up credit-card debt, and poverty levels rising. (00:41) Next, Greg joins the conversation by talking about his overall perspective on the market. He explains why he thinks "2024 is going to be a trader's market" despite believing that huge uptrends will come to an end. And he says banks will play a crucial role in determining overall market health (18:03) Regardless of these concerns, Greg maintains a bullish sentiment as long as the existing upward trend remains intact. "It's not time to sell yet," he emphasizes. He then proceeds to share his insights on the Fed, highlighting its inherently political nature and its susceptibility to political influence.  (30:53) Finally, Greg discusses his primary objective when determining whether a market is poised to rise or fall. To leverage his positions, he frequently embraces higher risk levels but carefully optimizes his trading advantage in other ways. (40:14) ➡️ Watch Here

On this week's Stansberry Investor Hour, Dan and Corey are joined by two of their Stansberry Research colleagues, Matt McCall and Brett Eversole. But first, Dan and Corey kick off the podcast by discussing three famous investors who all made headlines recently for giving negative future market outlooks.  Brett and Matt join the conversation by talking about why they're bullish right now. Matt notes that the reason 2022 was so brutal for investors was because of the Federal Reserve rapidly raising interest rates. While one more small rate hike before the year's end is possible, Matt still thinks the rate cycle is nearly over. This would, in turn, be good for equities and move the markets higher. Then, Brett shares some of his AI-industry favorites... and notes that the market as a whole has the potential to massively increase productivity, leading to increased margins. Specifically, Brett believes there's a structural change happening in the companies that make up the stock market. Finally, Brett and Matt talk briefly about housing supply and homebuilders before launching into the energy sector. Brett emphasizes that while there's a push for green energy, we're going to need fossil fuels for a very long time. Plus, Matt highlights the problem of many renewable-energy projects being completely built but unable to get onto the energy grid because the grid is so old. ➡️ Watch Here

This week in Stansberry Investor Hour, Dan and Corey are joined by their Stansberry Research colleague, Bryan Beach. Bryan is the editor of Stansberry Venture Value, which is Stansberry's small-cap value newsletter. Dan and Corey kick off the podcast by dissecting the latest in the market, starting with the recent Republican political debate and Federal Reserve Chair Jerome Powell's presence in Jackson Hole, Wyoming. (00:00) Bryan then joins the conversation to break down his value-investment approach. This approach extends across industries and is guided by the pursuit of "value nuggets." One of Bryan's central investing tenets involves identifying companies that have experienced significant declines in value. And right now, the Software as a Service ("SaaS") space is a prime example of such undervaluation. (20:53) The conversation then shifts to Bryan's previous role as an accountant. He recalls Wall Street's historical inclination toward upfront software-purchase models, which encompassed future maintenance packages and fees. But Salesforce changed all that in the early 2010s by reshaping the software landscape. The transition toward the SaaS model gained remarkable traction between 2015 and 2021. (27:50) More recently, SaaS companies have experienced a downturn in popularity. But Bryan sees this as an opportunity. Bryan and Dan go into how if Warren Buffett were a young investor today, he would likely be captivated by the software sector. The two draw connections between Buffett's historical interest in newspapers and the appeal of software business today. Bryan highlights their affordability and upward momentum, making them prime investment candidates. (46:00) ➡️ Watch Here

Guest Keith Weiner, Founder and CEO of Monetary Metals, discusses gold's stability and attractiveness for conservative savers. They also cover stress in the bond market, recession signs, and the debate of gold versus bitcoin.

Artem Milinchuk, founder of FarmTogether, discusses the benefits of farmland investments such as lower volatility, resilience during inflationary periods, and portfolio diversification. He predicts significant changes in farmland ownership in the future. The podcast also explores the impacts of inflation data and interest rates on farmland investments, and compares farmland investing to U.S. Treasuries.

On this week's Stansberry Investor Hour, Dan and Corey are joined by Patrick Yip, director of business development at the American Precious Metals Exchange ("APMEX"). Dan and Corey kick off the podcast by discussing the latest news surrounding their skepticism of the U.S.'s credit downgrade and discuss the recent jobs report and the implications of unemployment levels reaching a historic low. (00:43) Then, Patrick joins the conversation to talk about the silver and gold markets and their respective prices. He notes that there's almost a lack of interest in precious metals right now, which has led to them being undervalued. Patrick believes that a recession would give them the chance to appreciate significantly in the coming years. (19:40) With regards to the role of the U.S. dollar as a global reserve currency, Patrick raises concerns about the dollar being weaponized for political agendas. This would prompt investors to seek refuge in gold and silver. Yip also delves into the nuances of choosing between coins, bars, and rounds in the precious metals market. And he offers practical advice for investors based on their individual preferences and investment goals. (38:46) Then, Dan asks Patrick about the idea of minting a trillion-dollar platinum coin as a way to avert the debt ceiling... To hear Patrick's opinion on whether this proposal would work and what would happen to the price of precious metals if the government were to mint such a coin, check out today's podcast. (52:40) ➡️ Watch Here

On this week's Stansberry Investor Hour, Dan and Corey are joined by an anonymous guest referred to as "Doomberg." Dan and Corey kick off the podcast by discussing the likelihood that the Federal Reserve will keep raising interest rates. Corey mentions that Chairman Jerome Powell let some "subliminal thoughts" on inflation slip, hinting at what the Fed may be planning from here. (00:00) Next, Doomberg joins the conversation to discuss why he and the rest of his team have decided to remain anonymous and shares his thoughts on Ontario's energy-strategy document and how the province is far ahead of the U.S. in its energy journey. (19:15) Doomberg then discusses his take on climate change. He mentions that he's bullish on the human spirit and the ingenuity required to fight climate change. That said, he believes it's unfair to minimize the impact that modern human development has had on the environment. The state of industrial pollution, for example – especially in China – is a real-world scandal. (29:50) Finally, Doomberg concludes with the prospect of a gold-backed currency and nuclear power. He and Dan discuss the ongoing anti-nuclear propaganda and the need to reevaluate the public perception of nuclear energy as a viable and safe solution to climate change. (45:53) ➡️ Watch Here

On this week's Stansberry Investor Hour, investing veteran Rick Rule returns to the show. Rick is president and CEO of Rule Investment Media and a director at Sprott. He joins Dan and Corey to talk about the trend of global electrification and all things copper. (00:00) Dan and Corey kick off the podcast by discussing a crucial topic – the global net-zero-emissions target set by institutions, corporations, and governments. To achieve this ambitious goal by 2050, there will need to be an increase in green-power generation and electric vehicles. A significant rise in demand for this essential resource would lead to higher copper prices. (00:48) Rick then joins the conversation to share his profound insights on the electrification of the world. The copper talk continues, with Rick passionately emphasizing that achieving net-zero emissions is an inevitable and vital goal. Dan raises pertinent questions about copper production's inability to keep pace with demand. (22:07) Then, Dan and Rick cover the two major copper-producing nations that have been at the forefront of meeting this demand... Chile and Peru. While Chile's mining industry is threatened by shifting political priorities, Peru grapples with the influence of nongovernmental organizations. (43:18) ➡️ Watch Here