EPISODE 142 ▪ February 20, 2020
The Best Way to Play the Coronavirus Outbreak
Dan gives us an update on the handling of the Coronavirus by the Chinese government. Did they increase the risks by trying to cover it up? What are investors to do, if anything? He then introduces this week’s guest, David Collum, who is Professor and Chair of the Chemistry and Chemical Biology Department at Cornell University. David writes an annual "Year in Review." It's a macroeconomic assessment of the markets that is a must-read. Dan and David hit it off like old friends, discussing a wide variety of topics like the Coronavirus, the Fed, and the chance of an upcoming recession. They even do a deep dive on controversial topics like climate change and the Jeffrey Epstein story. David makes a stunning claim, calling the Epstein story, "the biggest story in American history..."
Listen here
EPISODE 141 ▪ February 13, 2020
To Be Truly Successful, You Have to Go All In
On this week's episode, Dan begins by revisiting the discussion he had with last week's guest, Raoul Pal... Raoul predicted that bonds were due for one more epic run up as the Federal Reserve cut interest rates. Will the Coronavirus inspire further rate cuts from the Fed? Dan also discusses how listeners in our feedback emails tend to worry about Fed policy and other macro issues. Dan's advice is to "stop worrying about the macro stuff or become a lot more interested in bonds." Later on, Dan welcomes new guest, Mark Minervini, of Minervini Private Access. Mark is one of the world's most successful stock traders on the planet and an international performance coach. Mark won the U.S. Investing Championship in 1997 with an astonishing 155% annual return.
Listen here
EPISODE 140 ▪ February 6, 2020
Buy Bonds, Wear Diamonds and Own Property In the Caymans
The Coronavirus continues to spread, now with cases outside of China. Dan discusses how you can track the outbreak and begs the question "Is the situation worse than is being reported?" If so, how much worse? And how does that affect the global equities market? He then introduces this week’s guest, Raoul Pal. Raoul worked as a hedge fund manager at Goldman Sachs before retiring and founding RealVision. Raoul now also writes for the Global Macro Investor in an effort to advise institutions on their macro-investing strategy.
Listen here
EPISODE 139 ▪ January 30, 2020
What the Coronavirus Means for Markets
As the numbers for both infections and fatalities for the coronavirus continue to climb worldwide, Dan assesses the impact that a full-blown epidemic could have on markets, in ascending orders of magnitude. As in every crisis, some companies will be more affected than others – and that includes heavyweights like his recommendation of Starbucks, for reasons he goes over. He then introduces this week’s guest, Bryan Beach of Stansberry’s Venture Value. A former “Big 4” Auditor with a Bachelor’s and Masters degree in accounting, Bryan has a unique ability to sift through SEC filings, finding both opportunities and red flags.
Listen here
EPISODE 138 ▪ January 23, 2020
What’s the Most Valuable Asset in the World Right Now?
Dan kicks off this episode with his thoughts on Apple and where it could go from its $1.4 trillion market cap. The first thing he’s noticed about Apple this year is that its earnings didn’t double in 2019, while revenues and net income both fell. Yet the stock market chose to raise its valuation from 13x earnings to 16s earnings. Dan then turns to a question posed to Stansberry editors –what's cheap and unpopular with investors right now– before turning to this week’s podcast guest. Meb Faber is a co-founder and chief investment officer of Cambria Investment Management, and host of The Meb Faber Show podcast. He has authored numerous white papers and leather-bound books, and graduated from UVA with a double major in Engineering Science and Biology.
Listen here
EPISODE 137 ▪ January 16, 2020
Tesla’s Stock Just Made History – Now What?
In a week where Tesla’s $75/share price tear made history, Dan dissects the craziness of the headlines we’re seeing. Dan then provides research and historical perspective on growth darlings versus value investments before getting to this week’s interview. This episode’s interview is with Harris Kupperman, founder of the hedge fund Praetorian Capital, here to discuss two of his highest-conviction investing ideas today.
Listen here
EPISODE 136 ▪ January 9, 2020
What's Next After Gold's Big Boost?
In this week’s podcast we talk about gold’s big boost following the U.S. airstrike that killed Iran’s top general, Qassem Soleimani… and what’s next. Extreme Value Editor Dan Ferris shares why he’ll be surprised by truly big moves in gold this year.  Our special guest, Austin Root, Portfolio Manager of Stansberry’s Portfolio Solutions stops by the podcast to share his experience about working for three hedge funds Porter Stansberry considers the best in history. Listen now!
Listen here
EPISODE 135 ▪ January 2, 2020
Top 10 Potential Surprises of 2020
Instead of the usual “predictions for 2020” being made in a host of financial-themed podcasts this year, Dan Ferris is doing something different to ring in the New Year. In this week’s episode, he gives his assessment of where the markets stand right now – what’s priced in, and what would surprise investors in 2020 in beyond. From an as-yet unforeseen market dip that sparks of a far bigger wave of panic selling, to the VIX, or “fear index” – here are the tea leaves you can read into – and biggest possible surprises to keep an eye out for – in 2020.
Listen here
EPISODE 134 ▪ December 26, 2019
The Ultimate “Science of Success” Handbook
In our last broadcast of 2019, Dan Ferris quickly recaps what a year it’s been from a 27% gain for the stock market to $12 trillion negative interest-yielding bonds in the world, to the third-ever impeachment of a U.S. President. Even so – this episode isn’t dedicated to a year-end review of markets, which Dan notes just about everyone is doing now. Instead, it’s about reviewing the very best and most important episodes of Stansberry Investor Hour – including a few that have changed Dan’s life.
Listen here
EPISODE 133 ▪ December 19, 2019
The Hidden Dangers of Private Equity-Backed Companies
As signs of dangerous, unrestrained euphoria mount – including one Mitsubishi analyst publicly assuring investors this is a “zero-risk environment” Dan brings on a guest to this week’s show who is uniquely qualified to assess the hidden dangers of private equity-backed companies as Wall Street continues to gorge on private equity deals. Dan Rasmussen is the founder of Verdad Capital, who before that worked at Bain Capital and Bridgewater Associates. In 2017, he was named to the Forbes “30 under 30” list.
Listen here
View Full Archive