Porter & Co. Black Label Podcast

Garrett Goggin, Chief Analyst and Founder of Golden Portfolio, dives into the nuances of the gold market. He discusses the skyrocketing gold prices driven by central bank buying, explaining why this cycle is unique. Garrett delves into streaming and royalty companies, showcasing their advantages over traditional mining operations. He also touches on the performance of top management teams in the gold industry and the impact of cryptocurrencies on gold demand, leaving listeners with valuable insights on investing strategies for this precious metal.

Frank Trotter, founder of Battle Bank and former EverBank leader, dives into his innovative banking philosophy that prioritizes character over credit. He shares the journey behind Battle Bank, emphasizing easy transitions between cash, metals, and currencies for better yields. Additionally, Frank discusses the community-owned banking model and successful returns for early investors. Meanwhile, his son Traveler presents his AI-integrated homework app, exploring its unique features and market strategy focused on student privacy and engagement.

George Gammon, an influential investor and educator known for his insights on macroeconomics, dives into the murky waters of America's debt crisis. He discusses the real threat of government spending over bond markets and debates the potential insolvency triggered by inflation. The conversation veers into geopolitical risks and how foreign policy could provoke major repercussions. George also shares compelling ideas on shrinking government to foster wealth while highlighting potential black swan events that could shake the foundations of trust and markets.

Brett Gardner, an investment analyst and author of "Buffett's Early Investments," shares insights into Warren Buffett's early career. He discusses the game-changing lessons he learned from Buffett's formative deals, revealing both notable mistakes and successes. The conversation also touches on capital allocation challenges at Berkshire Hathaway and the impact of technology on traditional banks. Gardner's research journey, enhanced writing skills, and the allure of workout investments make for a compelling listen!

Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is Porter & Co.'s Director of Biotech Investing, Erez Kalir. You can learn more about Erez here. Show highlights include: The stock Porter thinks could increase a hundredfold… How Erez and Porter met… What Erez finds curious about Trump's financial policies… Porter asks Erez the "calamity" question… What Porter is doing with his personal assets… The Nobel prizes that created the biotech industry… What "The Paradox" is, explained… Why Porter thinks we are at the beginning of the valley of _____ … What Erez sees as having a profound effect on our economy over the next decade… Aaron's challenge to you… The company name you won't want to miss… And much more… Click here to listen to the full podcast now. To get Porter's daily newsletter, go to: http://portersdailyjournal.com/. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.

Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is Porter & Co.'s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here. Show highlights include: Why this financial instrument is better than equities… Marty's approach to risk factors… How tariffs could impact the corporate credit market… The niche of investing that can easily yield 20% returns… Porter's Permanent Portfolio update… Personal notes from Porter and Aaron… And much more… Click here to listen to the full podcast now. Never miss another Black Label podcast by signing up here https://porterspodcast.com. To get Porter's daily newsletter, go to: http://portersdailyjournal.com/. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.

Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason here. Show highlights include: How Mason found his way to Wall Street… Some of the cycles Mason uses to make his predictions… New moons and the stock market… Potential key dates for dramatic market changes… Where fundamentals come up short… What Mason uses to anticipate trends… A big prediction for Trump this April… And much more… Don't miss Mason's latest prediction. Click here to watch it now while it's still available. Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.

Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights include: Deep dive into the Covid data… The truth about Ivermectin… The real numbers that are alarming to Edward… Here is where the life insurance industry is exposed… A timely history lesson from Porter… Edward noticed this about Warren Buffett's holdings… Aaron and Edward tackle conspiracy theories… Porter's big idea for charity… And much more… Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.

In this conversation, Jim Rickards, editor of Strategic Intelligence and author of MoneyGPT, dives into the profound impact of AI on the global economy. He shares his thoughts on gold futures and the dangers lurking in the stock market. The discussion includes a critical look at the U.S.'s excessive debt and predictions for political shifts with the upcoming Trump term. Jim also reflects on the evolution of capital markets amidst significant challenges like inflation and the ongoing banking crisis, emphasizing the limits of AI compared to human intuition in trading.

Marko Papic, Chief Strategist of BCA Research, shares his macroeconomic expertise. He dives into the alarming U.S. debt burden and its implications for the economy. The discussion shifts to Europe’s economic struggles and untapped potential in Latin America, focusing on innovative governance. Papic critiques American banking practices and calls for greater accountability. He humorously touches on the absurdity of nuclear armament and wraps up with reflections on political sentiments and the importance of constructive conversation.