EPISODE 85 ▪ January 18, 2019
How Unplugging 1 Day a Week Improves Your Life
He then introduces this week's podcast guest, Aaron Edelheit. Aaron is the CEO and Founder of Mindset Capital, a private investment firm. After being of their first investors, Aaron was also the Chief Strategy Officer of FLO Technologies and helped the company grow from a pre-revenue startup to raising $28 million and launching in over 500 Home Depot stores.
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EPISODE 84 ▪ January 10, 2019
The Berkshire Hathaway of Small Businesses
On a week where markets roared back, the most expensive tuna ever was sold for $3.1 million, and the government shutdown officially became the third longest in history – and still with no end in sight – Dan Ferris number crunches some more historic milestones. Because last week was Apple’s turn to suffer, Amazon is now the world’s largest company. Dan talks about how, once those companies both hit trillion-dollar valuations, something told him he was wrong. And while he got his readers out of Apple before the main meltdown, “I wish I had followed my gut.”
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EPISODE 83 ▪ January 3, 2019
The Costliest Moment for Investors in History
After a brutal December, Dan Ferris rings in the New Year and addresses the question every investor is wondering: Where will the stock market go in 2019? The best way to predict the future, he says, is to understand the present – and that starts with what he calls “the most expensive moment in the history of the stock market” which we saw just last fall.
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EPISODE 82 ▪ December 21, 2018
Worst December for Stocks Since Great Depression: What's Next
On the one-year anniversary of the peak value in Bitcoin, Buck, Dan Ferris, and Stansberry’s top retirement expert Dr. David Eifrig break down the grim-seeming news facing investors this month, from the “worst December for markets since the Great Depression” all the way to oil’s slide and the sentencing of President Trump’s former top lawyer Michael Cohen. Having worked at Goldman Sachs for almost a decade, Doc gives his take on the bank’s 1MDB scandal, and why he has no doubt the bank knew what was going on in real time. Dan and Buck discuss Trump’s pressure on the Fed to table its rate hikes, and Doc explains why he doesn’t pay much attention to the Fed these days.
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EPISODE 81 ▪ December 13, 2018
Another Reason to Set Aside Some Cash
In a week of the debut of Elon Musk’s underground tunnel, a #MeToo outcry against “Baby, It’s Cold Outside,” and a British currency crash in the wake of a delayed Brexit vote in Parliament, there’s a lot for Dan Ferris and Buck to unpack this week. Most significant for investors – and surely on a lot of minds – is JPMorgan’s warning that a 70% likelihood of a recession is looming. Dan explains why the projection is utterly irresponsible – and why, instead of predicting recession, value investors can prepare for one regardless.
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EPISODE 80 ▪ December 6, 2018
A 10-Year Slump for Equities?
In the wake of Tuesday’s market carnage, with almost all of the major indices losing 3% of their value, Dan sees a rough slog ahead for almost all U.S. stocks. By any reasonable metric, stocks are a bad deal – but a few diamonds exist in the rough. Of course, there are not just bad deals to be found, but also outright land mines for investors, as is the case with GE, whose rotten pension dilemma Dan breaks down this week for listeners. Later on, Dan and Buck are joined by Dr. David (Doc) Eifrig and Stansberry Senior Analyst Matt Weinschenk. Doc has a storied past working for years trading derivatives at Goldman Sachs before leaving Wall Street to become an eye doctor before finally joining Stansberry in 2008. Matt has spent over a decade as an investment analyst and six of those have been here with Doc.
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EPISODE 79 ▪ November 29, 2018
Tesla Still a Train Wreck After Near-Death Experience
In a week that included a one-day 257-point surge for the Dow, record Black Friday spending, and a legal challenge to Apple’s “monopoly” continuing its march to the Supreme Court, Buck once again brings on Extreme Value editor Dan Ferris to make sense of things. In the wake of Elon Musk’s own admission that Tesla “almost died this year,” Dan breaks down the latest numbers: as it produces 1,000 Model 3 sedans a week in Q3 and keeps bleeding cash, his position on Tesla “has never changed.”
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EPISODE 78 ▪ November 21, 2018
Why This Week Was FAANG’s Turn to Suffer
As the selloff continues, a lot of familiar names are making history in the worst kind of way. Facebook is on track to post its longest losing streak ever, with its third straight month in the red. And while a recent New York Times report savaging its top management won’t help any, Dan Ferris notes that value investors still like the company – if they’re willing to wait 2-5 years. But Facebook is far from the only big name on the run.
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EPISODE 77 ▪ November 16, 2018
Expert Declares: A Paradise for Value Investors
This week’s continued market selloff had some high-profile casualties – and brings to mind a great Warren Buffett quote that, “Only when the tide goes out do you discover who was swimming naked.” One of the biggest casualties was beleaguered GE stock, down another 15% from just last week. Buck shares an amazing finding with Extreme Value editor Dan Ferris – turns out, if you’d bought GE in 1994 and held on, your shares would be worth the same amount of money today. Dan thinks the worst may be yet to come. In fact, he says the stock has a chance of going to zero. “I’ve never said that before.”
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EPISODE 76 ▪ November 9, 2018
A Really Good Time to Be a Value Investor
Meanwhile, with markets reacting to a split decision that invites a new era of gridlock, Dan Ferris gives the lay of the value investing land, starting with the moves of the greatest value investor of all time. “You can’t be a value investor and not talk about what Warren Buffett is doing.” Dan’s got a theory of why Warren Buffett has held on to a cash hoard of over $100 billion for five quarters now, and what his relatively meager $1 billion buyback of Berkshire stock really signals. They’re joined by this week’s special guest, Chris Cole.
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