Porter & Co. Black Label Podcast

Matt Milner, Editor-in-Chief of Crowdability and private markets advisor, offers a concise mini bio and practical market access know-how. He discusses how Crowdability secured SpaceX shares. He explains why companies stay private longer. He outlines three ways to access private markets and the risks of secondary platforms and SPVs. He touches on portfolio allocation for alternatives and a picks-and-shovels AI IPO to watch.

In this engaging discussion, Luke Lango, a Senior Investment Analyst at InvestorPlace, shares insights on the future of technology investments. He highlights the potential for a computing glut and the economic value AI brings. Luke explains how hyperscalers' strategies are evolving around chip lifespan and the emergence of custom silicon. He also dives into Google's unique advantages and offers stock picks like Credo and Lumentum, predicting a shift toward automation and foundational models in the tech landscape.

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. In this episode, Porter Stansberry unveils what he says is a simple 4-part strategy that anyone can use to beat Wall Street at their own game and build a retirement fortune – regardless of what is happening in the markets. Show highlights include: How the perfect storm of market forces (AI, inflation, tariffs and government spending) is brewing right now and what you should do about it… Why anyone still investing with a traditional 60/40 portfolio could get slaughtered… The names and ticker symbols of some of Porter Stansberry's favorite (and crisis-proof) stocks to buy today… The real cause of investors' anxiety today and why it could set off another civil war… How the U.S. government will likely go bankrupt in the next four years (unless they do one thing they shouldn't) and the shocking truth about this one number… The obscure law from 1975 that forced our government to start lying about inflation… why that lie is about to get exposed… and what it means for you and your family… How to safeguard your portfolio and wealth from the AI melt-up with a new, four-pillar portfolio strategy that can weather any storm… And much more… Click here to listen to the full podcast now. To get Porter's daily newsletter, go to: https://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.

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.