On this week’s episode of the Stansberry Investor Hour, Dan begins by dispelling several common rumors circulating about previous guest from Episode 153, Bill Browder. He also shares an incredible discovery from a new research project he’s working on.
Then, Dan brings Chris Macintosh, onto the podcast for this week’s interview. Chris started his career at Lehman Brothers, Invesco Asset Management, JPMorgan Chase, and Robert Flemings. Since then, Chris has founded and built several multi-million-dollar businesses in the investment arena, including overseeing the deployment of over $30 million into venture capital opportunities.
Chris shares some of his macro thoughts on the long term effects of the Coronavirus with Dan. Dan and Chris discuss the measures being taken and the solutions being offered by the government. Plus, Chris shares some investment opportunities in unpopular sectors that are currently incredible values.
Then on this week’s mailbag, Dan answers some questions about Bitcoin and the Fed. Will the government try to ban cryptocurrency if it ever seriously competes with the dollar? Could a powerful future technology be capable of re-writing Bitcoin’s code?
Investor, Fund Manager, Advisor
NOTES & LINKS
1:39 – Dan opens the episode by dispelling several rumors about Bill Browder (guest from Episode 153) that have been spreading online due to a recent underground film. “The Magnitsky Act film is kind of a hatchet job backed by the Russian government.”
5:45 – Dan shares an incredible find from a new research project he’s working on… a book written nearly a century ago from long ago with some startling parallels to today. “This echoes a lot of the current era!”
14:30 – Dan reiterates why now is the time you want to own cash, precious metals, and Bitcoin…
19:14 – On today’s interview, Dan speaks with Chris Macintosh, who built his career at Lehman Brothers, Invesco Asset Management, and JPMorgan Chase. Since then, Chris has founded and built several multi-million-dollar businesses in the investment arena, including overseeing the deployment of over $30 million into venture capital opportunities.
24:59 – Chris explains how his background in investment banking led him to find a wide range of real estate opportunities.
31:24 – Chris shares some of his macro thoughts about the long term effects of Coronavirus with Dan. How much bigger will the Federal Reserve’s Balance Sheet get? What happens next?
38:42 – Can anything be done about the debt bubble? “Ultimately, I think it has to be a debt jubilee of some sort…”
42:12 – Don’t worry about getting in at the exact bottom with your investments. Chris says, “people who say they can pick the bottom are full of [email protected]#.”
47:10 – Chris shares some of his favorite ideas of what to do with your money right now. “Gold does okay but actually if you look over history, the best performing asset almost always is energy.”
53:40 – Chris shares why even though coal is down, it’s never going away. “You can cry all you want about killing the brown spotted owl, but at the end of the day, we’re not going to get rid of coal.”
1:05:45 – Dan answers questions from listeners in the mailbag… Would the U.S. Government ever outlaw Bitcoin? Is that even possible? Why would newly created money go back into the stock market? Could a powerful future technology re-write Bitcoin code?