Porter & Co. Black Label Podcast

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.

Pieter Slegers, a finance social media superstar known for his insights on high-quality investing, joins the show to share his expertise. He emphasizes the importance of diversification and reveals his target number of stocks to hold. The conversation touches on overlooked growth businesses and the implications of climate investing. A special guest appearance by Porter's son adds a personal touch, discussing aspirations in finance. Lively anecdotes about Latin American investment opportunities provide humor and depth to the discussion.

Kevin Kisner, a PGA Tour golfer renowned for his calm under pressure, joins the hosts for an engaging discussion. He shares his strategies for managing stress on the course and his transition to broadcasting, reflecting on the mental challenges in both arenas. The conversation touches on his philanthropic work supporting children in South Carolina and the struggles faced by young American men today. Kisner also offers humorous anecdotes about upcoming tournaments and emphasizes sportsmanship within the golf community.

In this engaging discussion, Peter St. Onge, a legendary economist and Heritage Foundation Fellow, delves into the complexities of inflation and the future of currency. He critiques public misconceptions about central banking and advocates for digital currencies like Bitcoin to disrupt traditional systems. St. Onge also shares innovative investment strategies to combat inflation and expresses concerns about Boeing's financial mismanagement. Listeners gain valuable insights into consumer behavior, government policies, and the importance of informed discourse.

Buck Sexton, a former CIA analyst and leading talk-show host, joins the conversation to share his insights on politics and finance. They discuss the impact of COVID restrictions on public sentiment and examine investment strategies, particularly favoring corporate bonds over stocks. Buck analyzes upcoming election dynamics and forecasts Trump's campaign policies, while also touching on the challenges facing conservative Republicans. Personal anecdotes about hunting experiences add a touch of humor, making this discussion both enlightening and entertaining.

Explore the art of slow travel and its benefits for children, fostering adaptability and resilience. Dive into the political upheaval in Argentina as a libertarian leader takes charge, stirring mixed feelings in the public. Discover valuable investment lessons through personal experiences, including the psychology of decision-making and the importance of precious metals. Confront ethical debates on wind energy and enjoy light-hearted moments with tales of golfing adventures. It's an enlightening blend of insights and personal stories that you won't want to miss!