Stansberry Investor Hour

Informações:

Sinopse

Investor Hour with Porter Stansberry and Buck Sexton

Episódios

  • Spotting Microtrends that Fuel 10X Winners with Harris Kupperman

    29/07/2021 Duração: 01h07min

    As a new investor, it's easy to feel intimidated by the sheer volume of financial data that's out there... But the truth is, you can make a ton of money in the stock market, without spending hours per day researching stocks... or reading hundreds of books on different investment strategies... On this week's episode, Dan invites Harris Kupperman onto the show to explain how. Harris is the founder of Praetorian Capital, a hedge fund based in Florida with a long track record of market beating performance. He's also the Chief Adventurer at AdventuresInCapitalism.com, an investment blog uncovering unique opportunities around the world. Today, he visits to talk about his shockingly simple way of investing that has a long history of producing incredible gains...  Harris says he doesn't concern himself with interest rates... He doesn't care where the next 50 BPS on the 10-year treasury yield is going... Or what the Forex rate is going to be... Instead, he looks for microtrends that are happening in society – ones tha

  • Capturing the Full Upside of Crypto with Less Volatility

    22/07/2021 Duração: 01h16min

    There's a lot of uncertainty in the crypto markets today...  Over the last couple months, we've received a big increase in crypto-related questions from Investor Hour listeners... Questions like: Could quantum computing hack the Bitcoin system, rendering it useless?  Is government regulation coming soon? And out of the literally thousands of cryptos out there... how do you choose the right one? To help answer these questions, Dan invites crypto expert, Eric Wade, back onto the show  Eric is an early internet entrepreneur, angel investor, screenwriter, and editor of the Crypto Capital newsletter here at Stansberry Research.  Eric started mining Bitcoin and Ethereum long before 99% of folks had ever even heard the term "cryptocurrencies." His Crypto Capital newsletter has had dozens of 100%+ winners and even a handful of 1,000%+ winners. He knows more about the space than just about anyone on the planet. During their conversation Dan leaves no stone unturned, asking Eric everything you've ever wondered about th

  • Short-Selling Secrets with Kevin Duffy

    15/07/2021 Duração: 01h17min

    Since the bottom of the Covid market crash, on March 23, 2020, the S&P 500 is up an incredible 100%... Which begs the question... is this bull market picking up steam? Or are investors sleepwalking towards a big market crash? Shorting the market can be risky business, so to help answer these questions, Dan invites repeat guest Kevin Duffy back onto the show... Kevin co-founded Bearing Asset Management back in 2002, which is famous for warning their clients about the housing and credit bubble before the crash of 2008. Kevin and Dan discuss many of the overvalued sectors of the market... But Kevin says that though the market looks risky today, there's always great opportunities if you know where to look. In fact, Kevin talks about some industries he's been following that are just entering the mass adoption stage and could be poised for explosive growth... Plus, Kevin shares a few secrets he's learned over the years in the risky business of short selling that you won't hear anywhere else... If you've ever be

  • Where to Put Your Money when the Market is Acting Insane

    08/07/2021 Duração: 59min

    Even if you're in complete denial about the markets, it's tough to ignore the signs of extreme excess in the markets today... This year, more brokerage accounts were registered than ever before... Capital inflows are seeing outrageous all-time highs... NFTs are selling for millions... and meme stocks are more popular than ever... So, where can investors find value in the market at a time like this? On this week's episode, Dan invites special guest Stan Majcher onto the show to help answer this question... Stan comes with over 27 years of industry experience, and today he serves as portfolio manager of the Mid-Cap Value fund (HWMAX) at Hotchkis & Wiley... During their conversation, Dan and Stan discuss one corner of the market that has been almost completely forgotten by most investors. Stan says that right now, big changes are happening in this industry, and there's some very strong bullish tailwinds for stocks in this space that the public hasn't picked up on yet. He says many investments in this space a

  • There's Never Been a Better Time in History for this Trade

    01/07/2021 Duração: 01h17min

    On the opening rant this week, Dan gives the listeners something special that he typically only reserves for his newsletters subscribers.  Dan reveals the full details on a trade that he's liked off and on for many years now... Not only that, but he walks you through the trade step by step... And he explains why there's never been a better time in history to put this trade into action... Then, on this week's interview, Dan invites Danton Goei of Davis Advisors onto the show. Danton joined Davis Advisors in 1998, and now works as portfolio manager for the Davis Large Cap, Global, and International portfolios.  During his conversation with Dan, Danton takes the listeners behind the curtain, explaining many of the ins and outs of portfolio management that he's learned over decades experience managing multiple funds... Plus, during their conversation Danton shares the names of two stocks that he absolutely loves right now.  One is a fairly popular name that has been shunned in the media as of late... but the othe

  • Investing in Your Health with America's #1 Retirement Expert...

    24/06/2021 Duração: 57min

    On this week's episode of the Stansberry Investor Hour, Dan invites arguably the #1 retirement expert in America onto the show... He began his career as an elite derivatives trader on Wall Street at Goldman Sachs...  He helped pioneer specialized options trading strategies for large banks like Chase Manhattan and Yamaichi, known as the Goldman Sachs of Japan...  But after over a decade on Wall Street, he grew disgusted with the culture of greed and left his Senior Vice President role to pursue a more fulfilling career practicing medicine.  Today, he shares the secrets he learned as an elite trader on Wall Street with thousands of everyday investors like you, through his franchise of retirement newsletters. Stansberry Research's own... Dr. David Eifrig. Or as he's known around the office, Doc. During their conversation, Dan and Doc discuss some of the absurd examples of excess in the markets today... the likelihood of inflation in the coming years and how much of an impact it can have on your savings... and Do

  • The Man Behind Your Favorite Index Fund...

    17/06/2021 Duração: 58min

    On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show. He's served as the Head of Investment Strategy and Due Dilligence for UBS... And spent several years at Bloomberg, where he was Chief Investment Officer for Bloomberg's technology-driven wealth management business, Bloomberg Black...  Today, he is the global investment strategist and head of investment strategy at ProShares, and he has insight into the markets that few can match... Simeon Hyman joins Dan on the show to discuss everything that's going on in the markets today, plus how ProShares is developing products to help retail investors take advantage of major new investment trends and new opportunities.  During their conversation, Dan and Simeon talk about the rise of passive investing... what's going on with the new meme stocks trend... and what changing interest rates mean for you and your holdings going forward...  Simeon even shares some new ETFs that ProShares has developed to take advantag

  • How to Avoid 98% of all Human Misery

    10/06/2021 Duração: 01h11min

    This week, we're doing something that's never been done in the history of the Investor Hour podcast... It's a two-part interview with two incredibly special guests. The first is a new face to Investor Hour listeners. Berna Barshay is a rising star at Empire Financial Research, who in less than a year has already begun to make a name for herself with her email newsletter read every day by thousands.  During their conversation, Berna shares her unique perspective that has helped her spot massive winners the rest of Wall Street hated, like Lululemon, up over 20x since going public. She's even holding her own webinar for those who want to learn more about her unique strategy. You can find more info at www.empire2021.com. The second guest is a remarkable man who started a hedge fund out of his Manhattan apartment which he grew to over $200 million... He's appeared numerous times on national television where he has broken some of the biggest financial scandals in America...  And he's even climbed Mount Kilimanjaro.

  • The Indicator that Broke Wall Street

    03/06/2021 Duração: 01h04min

    On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show. He's spent 50 years on Wall Street... survived 9 bear markets... He's appeared numerous times on Fox Business and CNBC's Mad Money – where host Jim Cramer said he's learned NEVER to bet against him... The one and only, Marc Chaikin. Marc has created one of Wall Street's most popular indicators, the Chaikin Power Gauge, which has become industry standard, appearing in every Bloomberg and Reuters terminal in the world, used by hundreds of banks, hedge funds, and every major brokerage site... During his conversation with Dan, Marc shares how lessons from legends like Warren Buffett and Seth Klarman led him to use a unique blend of fundamental and technical analysis to create his Chaikin Power Gauge... Marc explains the key factors his indicators value most, how they're weighted, and even a few sectors of the market – including some company names and ticker symbols – that the Chaikin Power Gauge indicato

  • Is Inflation a Social Phenomenon?

    27/05/2021 Duração: 01h05min

    After Bitcoin plunged 54% from its all-time-high in April, many crypto speculators are feeling quite shaken... But Dan points out that it's what didn't happen after the crypto crash that’s worth noting... No banks went under... the Fed didn't need to bail anyone out... We didn't see a big systemic collapse... And Bitcoin is still standing... Not to mention, Dan points out that one of the biggest names in the investing world just announced he bought some Bitcoin for the very first time... Then on this week's interview, Dan invites Hugh Henry onto the show. Hugh is an award-winning hedge fund manager, market commentator, real estate investor, and podcaster. Hugh previously worked at Odey Asset Management, before he founded Eclectica Asset Management in 2005, where he achieved a 31.2% return during the 2008 financial crisis. During their conversation, Hugh elaborates on his stance that inflation is more of a social phenomenon than many people give it credit for. Hugh also explains how if you spot some of these s

  • What the Fed Won' Tell You

    20/05/2021 Duração: 01h17min

    It's been a rough week for crypto investors...  After Bitcoin reached over $64,000 in April, the world's most popular crypto has plunged as low as $30,000 on some exchanges earlier this week... Dan opens the show with an update on the situation, and tells the listeners what he's doing with his Bitcoin today... Then on this week's interview, Dan invites Dave Collum back onto the show for another great conversation. Dave is the Betty R. Miller Professor of Organic Chemistry and former Department Chair at Cornell University. He's also a staunch Libertarian, a fan of gold, the Austrian business cycle, and he's not at all afraid to speak his mind.  During their conversation, Dave and Dan talk about a wide range of controversial topics, like how the inflation numbers from the Fed are completely bogus, how the climate change industrial complex became corrupt, and how a massive top is currently brewing in the market despite what you're being told.  Then on the mailbag this week, a new listener to the podcast asks Dan

  • Where to Find Big Gains in Resource Stocks

    13/05/2021 Duração: 01h56s

    In the final stages of the bull market, thoughtful investing is typically replaced with reckless speculation...   And today, we're seeing warning signs in nearly every corner of the market...  Investors everywhere are throwing caution to the wind in hopes of finding the hottest tech stock, SPAC offering, or cryptocurrency that'll help them get rich quick... So that's why this week, Dan is bringing the listeners back down to Earth by focusing on a corner of the market that fuels nearly every other industry, but has recently been forgotten by most of the financial media... On this week's episode, Dan invites Rick Rule of Sprott Inc. onto the show to talk about natural resource investing. Rick began his career in the securities business in 1974 and has been principally involved with natural resource securities ever since. Over his long career, Rick has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. Today, Rick is widely regarded as one of t

  • How the World's Greatest Investors Win at the Market

    06/05/2021 Duração: 01h16min

    Credit Suisse released a report with some shocking findings about a group of stocks you likely haven't been paying attention to... Across the entire world, across nearly every industry, from small cap to large cap, this forgotten category of stocks has outperformed its peers... and by a wide margin. On the opening rant this week, Dan examines all the facts behind the surprising phenomenon... and discusses what potential investors should do with this information. Then on this week's interview, Dan invites William Green onto the show. William has written for many leading publications like The New Yorker, Time, Fortune, Forbes, Barron's, The London Spectator, The Economist, and many more. He's also interviewed Presidents, Prime Ministers, and scores of the world's most successful billionaire investors. He shares some of the best lessons he's learned in his latest book, Richer, Wiser, Happier: How the World's Greatest Investors Win at the Market and in Life. During their conversation, William gives Dan some fasci

  • Look to Innovation for the Biggest Growth Opportunities

    29/04/2021 Duração: 01h14min

    In March, Tesla sold off about 10% of their Bitcoin... Elon Musk said the reason they sold was to, "prove the liquidity of Bitcoin as an alternative to holding cash on the balance sheet..." On the opening rant this week, Dan examines all the facts behind the surprising move... And explains why he's not buying Musk's explanation... Then on this week's interview, Dan invites Thomas Ricketts onto the show. Thomas is President and CIO of Evolutionary Tree Capital Management, a firm exclusively focused on innovation investing. Evolutionary Tree uses their unique investment process to differentiate between hype and real innovation that yields future growth. Their approach has led Evolutionary Tree to find stocks like HubSpot, ServiceNow and Pinterest before they were well known. During their conversation, Dan asks Thomas what the main difference between innovation investing and speculating really is. Thomas explains how his firm uses 8 special criteria to separate the hype from the legitimate long-term opportunitie

  • Finding Sustainable Long-Term Trends in an Era of Insane Valuations

    22/04/2021 Duração: 01h02min

    Dan opens this week's rant completely beside himself, as he shares the latest story of jaw-dropping excess in the market. But this isn't the story of your typical cryptocurrency pump and dump... Or a message board banding together to try to create the next "meme stock..." It comes from a business you'd never expect in a million years... and Dan calls it the single most insane example of speculative froth he's EVER seen in the markets. Then on this week's interview, Dan invites Ken McAtamney onto the show. Ken is the head of the global equity team and a portfolio manager for William Blair's International Growth, Global Leaders, and International Leaders strategies. Before joining William Blair in 2005, Ken was a vice president at Goldman Sachs, where he was responsible for institutional equity research coverage for both international and domestic equities. Dan and Ken cover a wide range of major growth themes that will likely shape the future investment landscape. Ken presents a ton of unique ideas of how many

  • Finding the Next Billion Dollar Unicorn with Kevin Landis

    15/04/2021 Duração: 01h08min

    Across the entire U.S. stock market, going all the way back to 1926, a small fraction of stocks are responsible for the lion's share of the market's gains. Dan examines this phenomenon with a deep dive into the Bessembinder Study and comes away with a few key takeaways for individual investors trying to beat the market.  Then on this week's interview, Dan invites Kevin Landis onto the show.  Kevin was born and raised in Silicon Valley and has over 30 years of experience in market research, product management and investment in the technology sector. And today, Kevin is the Chief Investment Officer at Firsthand Capital Management, an investment advisory firm he founded in 1994. He currently manages two technology sector mutual funds and a publicly traded venture capital fund. Dan asks how Kevin and his firm were able to identify stocks like Roku, Twitter, SolarCity, and Yelp before they became the massive winners they are today... The two also discuss how the current incentives in the asset management industry

  • The Tip of the Spear in Global Growth

    08/04/2021 Duração: 01h04min

    GameStop is selling up to 3.5 million new shares, looking to raise money amid their newfound hype and popularity in the investing world. Dan opens the show by explaining why this is actually a very smart business move... But he says even though it's the right move for GameStop, he wants no part in it. And he cautions anyone else still thinking about jumping on this train. Then Dan invites Kevin Carter onto the show to talk about one of the fastest-growing areas anywhere in the markets, that sadly many Americans overlook. Kevin is the founder and Chief Investment Officer at EMQQ, an Emerging Markets Internet and E-Commerce Index. Over the past 20 years, he's partnered with Princeton economist and indexing legend, Dr. Burton Malkiel, focusing on China and emerging markets, ultimately creating the EMQQ Index. During their conversation, Kevin teaches Dan some stunning facts about the massive opportunity investing in emerging markets outside of the U.S. provides today... (like did you know that over half of the wo

  • Finding Big Disruptive Winners in Small Cap Stocks

    01/04/2021 Duração: 01h12min

    A little-known family investment office made big news this week...  Archegos Capital Management's risky leveraged bets on ViacomCBS Inc. and Discovery Inc. set off a wave of forced liquidations at a number of Wall Street Banks. Estimates show Bill Hwang, the man behind Archegos, levered his positions as much as 5X and so far has triggered the liquidations of positions approaching $30 billion in value. Dan takes a deep look at this story of greed and hubris before leaving listeners with one crystal clear takeaway. Then Dan invites Tucker Walsh onto the show for a conversation about one of the hottest sectors of the market over the past year – small cap growth stocks. Tucker is head of the Small Company Growth Team and lead Portfolio Manager at Polen Capital's U.S. Small Company Growth strategy. Prior to joining Polen Capital Tucker spent 10 years as CEO at Copper Rock Capital Partners and 9 years as Managing Director and Head of Small Cap Growth Team at State Street Research. Tucker and his team look to invest

  • The Biggest Hurdle for Entrepreneurs

    25/03/2021 Duração: 01h03min

    Shortly after they exchanged hellos, an old friend of Dan's enthusiastically told him about all the money he's made in penny stocks. And what he said next pretty much stopped Dan in his tracks... On this week's rant, Dan takes a look at the continued rise of risky speculations in the markets... and gives some advice for anyone still dabbling in them. Then Dan invites economist Per Bylund in for a conversation about a topic not often discussed on the show. Per is Assistant Professor of Entrepreneurship and Records-Johnson Professor of Free Enterprise in the School of Entrepreneurship at Oklahoma State University. His research focuses on issues of entrepreneurship, strategic management and organizational economics, especially where they overlap with regulation and policy. Per explains how the long term effects of regulation are easy to ignore because they are often unseen. But if we want as prosperous a world as possible, we should all pull our head out of the sand and begin to pay attention. Dan and Per also

  • Quantamental Investing Lessons with Jason Hsu

    18/03/2021 Duração: 01h03min

    One year ago today, Bitcoin traded for around $5,200... Today, it's hovering around $58,000... When one of your investments has grown to a massive winner, what's the next step? It's a tough question that every investor needs to face on their own. But on this week's rant Dan looks back to the story of Robert Kirby and the coffee can portfolio, which suggests sometimes the best thing to do... is nothing at all. Then on this week's interview, Dan invites Jason Hsu onto the show. Jason is Chairman and CIO of Rayliant, an asset manager who focuses on generating alpha from investing in China and other inefficient emerging markets. Some asset managers tend to lean towards a quantitative approach... Some use a fundamental approach... Jason shares how Rayliant has blended the two into one in order to take advantage of the massive opportunity in China and other emerging markets.  During their discussion, Dan and Jason discuss the massive opportunity in China today... how the Chinese government's hands-on approach diffe

página 8 de 14