Episodes
On this week's Stansberry Investor Hour, Dan and Corey welcome Dave Collum back to the
show. Dave is a professor of chemistry at Cornell University and associate editor of the
Journal of Organic Chemistry. He's outspoken about many topics and issues ranging from
finance to politics and everything in between. And he brings this same no-holds-barred
attitude to today's podcast. Dave starts off by discussing the link between vaccines and autism, why "live" attenuated vaccines are better than...
Published 06/03/24
On this week's Stansberry Investor Hour, Dan and Corey are joined by Chris DeMuth Jr. Chris is a co-founder and managing partner of hedge fund Rangeley Capital. He invests in
mispriced securities with limited downside and corporate events that unlock value for shareholders. Chris kicks things off by explaining what event-driven investing is, how he uses it, and how
the concept of "counterparty selection" is involved. He also breaks down what demutualization and remutualization are and how...
Published 05/28/24
On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan
Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst
on Stansberry's Investment Advisory. Bryan kicks the show off by discussing the GameStop
meme-stock craze and the deep-value market dynamics that were at play during the whole
debacle. He argues that the "dumb money" folks (such as Keith Gill) got a bad rep and the
self-titled "smart money" folks weren't very...
Published 05/20/24
On this week's Stansberry Investor Hour, Dan and Corey welcome Lyn Alden to the show. Lyn is an independent analyst, bestselling author, and founder of Lyn Alden Investment Strategy – an investment research service for both retail and institutional investors. She kicks the podcast off by describing how her background in engineering has influenced her macroeconomic investing style. She explains why she became so interested in macroeconomics in the first place and why 2017 was a turning point...
Published 05/13/24
On this week's Stansberry Investor Hour, Dan and Corey are joined by the founder and president of Chisholm Exploration, Cactus Schroeder. Cactus kicks off the conversation by describing the current economics of the oil industry, why rig counts are deceptive, what's happening with the Haynesville Shale and Marcellus Shale, and the upside in natural gas. He also explains why the Barnett Shale has become so attractive, how Chisholm Exploration differs from the oil majors, and how these larger...
Published 05/06/24
David Trainer, the founder and CEO of New Constructs, joins the show. He kicks off the conversation by describing how his company takes value investing to the next level with AI. He explains that the days of buying stocks and holding them forever are gone. Today's investing landscape requires investors to be more agile, and AI helps with this. David specifically mentions how he uses AI to sort through millions of financial filings, footnotes, and data points to give him an edge and produce...
Published 04/29/24
David Daglio, the chief investment officer and global investment strategist of wealth-
advisory firm TwinFocus, joins the show. He kicks things off by describing himself as a
contrarian, and he explains that understanding who you are as a person will lead to the best
investing results. After, he goes into detail on how TwinFocus looks for creative "straw hat"
solutions that the market isn't seeing. Plus, he talks about risk premiums, the current
opportunity in natural gas, and the...
Published 04/22/24
Gary Mishuris of Silver Ring Value Partners talks about today's market being one of the most challenging periods for bottom-up investing since 2007. In terms of the quality of a business
versus its stock price, there isn't a lot of opportunity right now. But he emphasizes that transparency and candor with clients is essential, as is prioritizing the long-term process
over short-term performance. (5:19)
Next, Gary describes what sets Silver Ring Value apart from other fund managers. He...
Published 04/15/24
Dan and Corey kick off the show by discussing inflation staying persistently higher, rampant government spending and money-printing, and the repercussions of the Federal Reserve's decade-plus of low interest rates. (0:41)
Next, Cambria Investment Management's Meb Faber joins the conversation to talk about the exchange-traded funds ("ETFs") at Cambria and why the team focuses on shareholder yield when picking stocks for these ETFs. He breaks down the importance of shareholder yield in...
Published 04/08/24
Dan and Corey kick off the show by reviewing the most recent PCE number, what's
happening with inflation, and the current state of the economy. (0:41)
Next, real estate expert and entrepreneur George Gammon joins the conversation and
explains how he became a self-described "macro addict" without any formal education in the
world of finance or economics. Plus, he discusses why he considers himself a libertarian and
why most investors and billionaires would fall into this category, even...
Published 04/01/24
Dan and Corey kick off the show by arguing against the Federal Reserve potentially cutting rates this year. They point out that inflation is persistently volatile, gas prices are soaring and hurting everyday consumers, and the Fed is "pretending that everything is OK," according to Corey. Dan also brings up the fact that 2024 being an election year may have something to do with this. (0:43)
Next, Stansberry Venture Technology editor Dave Lashmet joins the conversation to discuss the biotech...
Published 03/25/24
Dan and Corey kick off the show by discussing both bubbles and "anti-bubble" stocks. Dan
mentions how the S&P 500 Index's cyclically adjusted price-to-earnings ratio, with data
going back to 1871, is currently in the top 1%. He even believes this is the biggest mega-
bubble in all of recorded history. (0:41)
Next, Porter & Co. analyst Erez Kalir joins the conversation and shares his financial
philosophy. He talks about investing legends who have influenced his investing style,...
Published 03/18/24
Dan and Corey kick off the show by discussing famed economist Nouriel "Dr. Doom" Roubini
and his current bullish stance. They explore whether Dr. Doom is correct in his optimism, if
gold's new all-time highs are here to stay, and what could happen next with bitcoin. (0:41)
Next, Stansberry Research editor Brett Eversole joins the conversation and talks about
where he thinks stocks will go this year thanks to the election. After, he analyzes the overall
health of the market using...
Published 03/11/24
Dan and Corey kick off the show by discussing Warren Buffett's recent letter to Berkshire
Hathaway shareholders. In it, he honored his late colleague and friend Charlie Munger, plus
gave updates on some of Berkshire's businesses. Dan and Corey also cover Apple switching
its resources over from electric vehicles to artificial intelligence. (0:41)
Next, Rick Rule – president and CEO of Rule Investment Media – joins the conversation. He
goes into depth on models, such as the discounted...
Published 03/04/24
Dan and Corey kick off the show by discussing new highs in the S&P 500 Equal Weight Index, Japan's Nikkei 225 Index, and chipmaker Nvidia's stock. They analyze what these new highs mean, whether the U.S. is still in a mega-bubble, what's happening with the Japanese economy, and if Nvidia can continue its outperformance. (0:41)
Next, Chaikin Analytics Chief Market Strategist Pete Carmasino joins the conversation and describes his investing style. He notes that he mainly looks at price. By...
Published 02/27/24
Dan and Corey kick things off by discussing bitcoin hitting a new multiyear high. They also critique a popular bullish argument for bitcoin, which is based off the U.S. dollar collapsing. After, they talk about the S&P 500 Index surpassing 5,000 for the first time ever and whether this level is sustainable in the long term. (0:40)
Next, Harley Bassman of Simplify Asset Management joins the conversation and explains a concept called "convexity." He covers the three kinds of risk in bond...
Published 02/14/24
Dan and Corey kick off the show by discussing debt spirals, death spirals, their effect on
things like GDP and economic growth, and the increasing reliance on debt spending. They
point out that the U.S. government's annual interest payment on debt will soon surpass the
budget for national defense. Dan also speculates that the government is using illegal
immigration as a means to depress wages. (0:41)
Next, crypto expert Eric Wade joins the conversation by discussing his current thoughts...
Published 02/05/24
Dan and Corey begin the show by discussing evidence that we're still in a bear market. They bring up equal-weight indexes fizzling out since December, the now "Magnificent Six" tech stocks still dominating, and the possibility of a decade long sideways market.
After, contrarian trader Jason Shapiro of digital publishing company Crowded Market Report joins the conversation and gives an overview of his trading style, his financial journey, and how his strategy differs from many other...
Published 01/30/24
Dan and Corey kick things off by discussing Argentine President Javier Milei's incendiary speech at the recent World Economic Forum in Davos, Switzerland. They start by quoting some passages from it and covering the main themes – from the negative consequences of government intervention to potentially abolishing the central bank. After, they talk about why this type of rhetoric from a politician would never fly in the U.S., even though it reflects a lot of people's feelings.
Next, Stansberry...
Published 01/29/24
Dan and Corey kick off the show by discussing car-rental company Hertz selling one-third of its electric-vehicle ("EV") fleet and planning to reinvest in gas-powered cars. They talk about the reasons for this move, why EVs might not be a popular choice as rentals, signs that oil and gas companies are still thriving, and how the green-energy transition could lead to higher inflation.
Next, welcome Stansberry Research analyst Greg Diamond joins the conversation and analyzes the current...
Published 01/17/24
Dan and Corey begin the show by discussing Disney. They cover the company's ongoing
proxy battle with Nelson Peltz, its recent deal with activist investor ValueAct Capital, the
negative impacts of its "wokeism," the new Star Wars director's controversial past
comments, and whether the stock is worth buying today. (0:40)
Next, Jeff Muhlenkamp joins the conversation and gives his reaction to a "surprising" 2023.
Plus, he talks about what's in store for the markets this year, why it's...
Published 01/08/24
Dan Ferris and Corey McLaughlin kick the episode off by reviewing their list of Top 10
Potential Surprises from 2023 and seeing if any of the surprises materialized. Included in this
list was what could happen to the S&P 500 Index, meme stocks GameStop and AMC
Entertainment, inflation, bitcoin, mortgage rates, and gold. (0:32)
After, Dan and Corey share their new list of potential surprises for 2024...
Magnificent Seven perform poorly (9:38)
S&P 500 negative annual return...
Published 01/03/24
On this week's special mailbag episode of Stansberry Investor Hour, Dan Ferris and Corey McLaughlin are answering some of the most interesting questions they've received in recent weeks from subscribers. They tackle everything that has been on your mind – and a few things that you probably haven't even considered. Dan and Corey kick things off with questions about whether the green-energy movement and threats to eliminate fossil fuels will boost the price of oil... the broken housing market...
Published 12/27/23
Dan and Corey kick off the podcast by discussing 2023 as a whole. They talk about the Dow Jones Industrial Average hitting a new all-time high recently and investors looking forward to the Federal Reserve cutting rates. Plus, they go over what they're bullish on for 2024 – including homebuilders, bitcoin, and energy, among others.
Next, author and hedge-fund manager Hari Krishnan joins the podcast to discuss his toolbox of strategies for profiting after a market sell-off. He notes that there...
Published 12/19/23
Dan and Corey kick the show off by discussing the newest unemployment number and its implications for inflation, rate cuts by the Federal Reserve, the stock market, and the future of the economy. They speculate that this unemployment rate could result in the Fed putting off rate cuts for even longer.
Next, Whitney joins the conversation by discussing the "Magnificent Seven" tech stocks and explains why he thinks smaller-cap, more value-oriented stocks will be driving the markets next. He...
Published 12/12/23