Stansberry Investor Hour

On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Mayer back to the show. Chris is co-founder and portfolio manager of Woodlock House Family Capital – a firm that focuses on long-term, patient investing. He has also written several books, including 100 Baggers: Stocks That Return 100-to-1 and How to Find Them. Chris kicks things off by breaking down his "CODE" acronym that he uses for picking stocks – cheap, owner operator, disclosures, and excellent financial condition. He lists Brown & Brown as an example of one such company that checks all four boxes. And he shares a trucking company he likes because of its lower-than-average turnover rate. This leads to a conversation about the importance of management having skin in the game and why investors should mostly leave their portfolios alone. Chris then uses Monster Beverage as a case study for identifying a good company. (1:47) Next, Chris talks about investor psychology. He says that it's difficult to hold stocks through large drawdo

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Mike DiBiase back to the show. Mike is the editor of Stansberry's Credit Opportunities and senior analyst for Stansberry's Investment Advisory.  Mike kicks off the episode by discussing the rampant fear in the stock market today. He notes that this fear is not yet reflected in the credit market, which is a "mistake," as credit investors should be more concerned. Mike then talks about the lack of good high-yield bonds out there, corporate bankruptcies being on the rise, the worrying number of zombie companies, the Starbucks recession indicator, consumer confidence hitting a 12-year low, and why he believes things are "not going to end well" for the economy. (1:40) Next, Mike examines the budget-deficit problem and the market's expectation that the government will always bail it out. He highlights the fact that the U.S. has been printing money at an above-average rate the past year and says he believes inflation will spike once mo

On this week's Stansberry Investor Hour, Dan and Corey are joined by John Barr. John is a managing director at Needham Funds, where he has served as co-portfolio manager of the Needham Growth Fund and portfolio manager of the Needham Aggressive Growth Fund for 15 years. John kicks things off by discussing his investment philosophy, what Needham Funds does, and the power of compounding. He says he tries to find companies that are hidden compounders that will eventually turn into quality compounders. This leads John to share the four criteria he looks for when trying to find hidden compounders. He names two such companies that fit the criteria, breaking down the thought process for Needham's investing in each one. (1:39) Next, John explains why he's such a fan of family-run businesses and names a power-conversion company he likes that's still being led by its founder. He then discusses what sets Needham apart from other funds, including its preference to hold on to quality companies for a long time – even th

On this week's Stansberry Investor Hour, Dan and Corey welcome Matt Weinschenk back to the show. Matt is the director of research at Stansberry Research. He's also the editor of the free weekly newsletter This Week on Wall Street and a member of the investment committee for Stansberry Portfolio Solutions. Matt kicks things off by describing what he does at Stansberry Research and what type of investor he is. Because his career began right before the great financial crisis, he says he tends to lean more conservative. This leads to a discussion about controlling risk, preparing for market surprises, and needing to "get slapped in the face a few times" to understand the stakes. After, Matt gives his nuanced take on crypto – from its use for diversification to the "scam" meme coins. (1:39) Next, Matt weighs in on artificial intelligence ("AI") and the huge amounts of capital flowing into the sector. He explains that there are safer ways to invest in AI than buying the headline-making names, using Nvidia versus

On this week's Stansberry Investor Hour, Dan and Corey welcome Dan Rasmussen back to the show. Dan is the founder and portfolio manager of asset-management firm Verdad Advisers, as well as a bestselling author. His most recent book, The Humble Investor, came out just last month.  Dan kicks off the show by explaining what motivated him to write The Humble Investor. This leads to a discussion about why savvy investors should be skeptical of forecasts and why they should always consider whether other investors are looking at the same data and reaching the same conclusions as them. One area where this is a big problem is AI. It's capital intensive with very little return thus far, yet investors are blindly buying into AI stocks on lofty expectations. Dan points out that the "Magnificent Seven" are riskier than most folks realize, and this overvaluing of U.S. stocks has made foreign investors begin to look at other countries' markets for opportunities. (1:47) Next, Dan talks about investors mistakenly being und

On this week's Stansberry Investor Hour, Dan and Corey welcome Jeffrey Hirsch to the show. Jeffrey is the editor-in-chief of the Stock Trader's Almanac – a book that has been published annually since 1967 and that analyzes stock trends, patterns, and cycles. He is also the editor of the Almanac Investor newsletter, which releases monthly and provides strategic investment advice.  Jeffrey kicks off the show by describing how he got his start interpreting data and how he eventually ended up working on the Almanac. That leads to a discussion about what has changed in the Almanac over the decades versus what has stayed the same – in terms of both human behavior and content. Jeffrey also talks about President Donald Trump shaking things up, what has happened historically in postelection years, and where he believes the market could go from here. (1:39) Next, Jeffrey reviews the basics of risk control that all the best investors follow and which fundamentals his team looks at to evaluate stocks. He also explains

On this week's Stansberry Investor Hour, Dan and Corey welcome Charlene Chu to the show. Charlene is the China and India macrofinancial senior analyst at the independent global research firm Autonomous Research. Dubbed the "rock star" of Chinese debt analysis, she joins the podcast to talk all about China and India's current economic happenings.  Charlene kicks off the show by explaining her macroeconomic background and experience studying China's economy. She discusses whether China is still worth investing in, which specific area of the Chinese market looks most promising, and what's going on right now in China's property sector. Charlene also goes in depth on President Donald Trump's tariffs that will impact China and what the administration is potentially hoping to gain in negotiations. (1:41) Next, Charlene explores India's weaknesses versus China in becoming a global manufacturing hub – this includes its bureaucracy, onerous labor laws, and lack of infrastructure. She says that India is currently whe

On this week's Stansberry Investor Hour, Dan and Corey welcome Benoit La Salle to the show. Benoit is the president and CEO of Aya Gold & Silver (AYA.TO). He has more than 25 years of experience developing and operating responsible mining companies in West Africa. Benoit kicks things off by describing Aya's first-mover advantage in Morocco, why the country is destined to become a top mining jurisdiction, and how mining in Saudi Arabia differs from Morocco. He also explains why he's so excited about silver today. While the metal is in high demand as an industrial asset (such as for making solar panels and AI chips), it's not yet fully appreciated as a financial asset. But Benoit believes a shift is inevitable – and already underway – which will cause silver's price to soar. (1:47) Next, Benoit delves into the specifics of Aya's mines in Morocco, including those that aren't yet in production. He shares that Aya is spinning off its Amizmiz Gold Project to a new gold-mining company called Mx2, of which Aya

On this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 440,000 subscribers.  Pieter kicks things off by sharing how he got his start in asset management, why he began investing in U.S. stocks, and the difference between value investing and quality investing. This leads to a discussion about Warren Buffett's impressive track record and one particular software company that Pieter likes today. He breaks down several criteria he uses when looking for investment opportunities – including founder-led businesses, long-tenured CEOs, and wide moats – and how exactly he narrows down his list. (1:40) Next, Pieter talks about the evolution of his successful X account that he began anonymously but eventually put his face on after it gained a lot of attention. As Pieter emphasizes, if you're taking investment advice from someone, that person should be invested alongside you and have skin in th

On this week's Stansberry Investor Hour, Dan and Corey welcome Frank Trotter to the show. Frank is the president of Battle Bank, which is looking to revolutionize the digital-banking industry. Frank kicks off the show by sharing how he got his start in banking and how interest rates have changed over the decades due to various crises and bear markets. That leads to a discussion about the U.S.'s 10-year Treasury yield and why it has soared since the Federal Reserve cut rates. Frank also dives into EverBank, the direct-to-consumer online bank he co- founded in 1998 that amassed $28 billion in total assets. (1:40) Next, Frank explains what the current regulatory environment is like and how EverBank survived the dot-com bust. He then goes in depth on Battle Bank, which is focusing on the national direct-to-consumer branchless market. Frank covers Battle Bank's conservative strategy for lending money, whether environmentalism and politics have had any impact on lending to natural resource companies, and the spec

On this week's Stansberry Investor Hour, Dan and Corey welcome Hendrik Bessembinder to the show. Hendrik is a business professor at Arizona State University. With more than 40 years of teaching experience and 25 years of consulting experience, he joins the show to impart some of what he has discovered over his decades of work. Hendrik kicks things off by introducing himself and sharing how he got involved in teaching. After that, he talks about his breakthrough research studying the performance of stocks versus Treasury bills, why investing over a long time horizon is crucial, and the importance of finding a competitive advantage in the markets. Hendrik then compares stock picking with professional athletics, as both are rare skills that only small portions of the population excel at. (1:47) Next, Hendrik reveals that he's skeptical of any system that alleges it can make you wealthy, because the markets are competitive and constantly evolving. He says it all comes down to probabilities – and trying to gain

On this week's Stansberry Investor Hour, Dan and Corey welcome Jim Osman back to the show. Jim is the founder and chief vision officer of consulting group The Edge – which helps its clients and investors unlock hidden corporate value from "global special situations." Jim kicks off the show by detailing his new book that's coming out next month. It's targeted at individual investors, giving them more tools to succeed against Wall Street. Jim also discusses the importance of being yourself on social media, staying objective when it comes to investing, and how he finds special situations to profit from – mainly, spinoffs and insider buying. He explains how everyday investors can gain both an analytical edge and a behavioral edge over the markets. But as he warns, gaining such an edge involves doing your own hard work. (1:47) Next, Jim covers what's going on in the markets right now. He says there are a lot of spinoffs happening, but he has found that in the past year, the parent company has provided the best

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Eric Wade back to the show. Eric is the editor of Crypto Capital and Stansberry Innovations Report here at Stansberry Research. He returns to the podcast to talk all about crypto – from the bitcoin bubble he expects to happen this year to two free crypto recommendations.  Eric kicks off the show by explaining the four-year bitcoin cycle. He breaks down how bitcoin halvings fit into it and its four one-year parts – crash, accumulation, growth, and bubble. He also covers how this cycle has played out in the past, optimism fueled by Donald Trump's presidential win, the possibility of a U.S. Bitcoin Strategic Reserve, tailwinds for further crypto adoption, and several indicators to help you spot the top of the next bitcoin bubble. However, he warns listeners to temper their expectations for gains this year. (1:46) Next, Eric discusses the exciting world of "altcoins," i.e., cryptos other than bitcoin. These altcoins can range from s

On this week's Stansberry Investor Hour, Dan and Corey welcome Keith Kaplan back to the show. Keith is the CEO of our corporate affiliate TradeSmith. And he's excited to share a breakthrough technology that he and his team have worked tirelessly to develop... Keith kicks off the show by discussing how you can use TradeSmith's new software to leverage stocks and short-term moves in order to generate income. It involves understanding both market seasonality and an individual stock's seasonality. Keith uses Tesla as an example and breaks down how he made 50% short-term gains just from reviewing past data trends. He notes that TradeSmith's data gets updated constantly, so if patterns change, users will know. After running 2.2 quintillion market tests, the TradeSmith team found the most optimal seasonality periods for 5,000 individual stocks and funds. And the numbers speak for themselves, with an 82.8% win rate and median gains of 6% over 15 trading days. (1:51) Next, Keith goes further in depth about how the

On this week's Stansberry Investor Hour, Dan and Corey share their annual list of Top 10 Potential Surprises for the new year. As Dan clarifies from the outset, these are NOT predictions. They're simply things that would surprise investors in 2025 if they happened. We won't spoil the surprises. But just to give you an idea, you'll hear about everything from bitcoin to Elon Musk's Department of Government Efficiency to a possible Stansberry Research mayor. Even if Dan and Corey's surprises don't come about this year, this exercise is a reminder for investors to keep their minds open and to consider a broad range of outcomes.  Surprise No. 1: 1:51Surprise No. 2: 5:43Surprise No. 3: 10:59Surprise No. 4: 17:11Surprise No. 5: 21:25Surprise No. 6: 26:06Surprise No. 7: 29:28Surprise No. 8: 33:04Surprise No. 9: 36:26Surprise No. 10: 41:31  

On this week's Stansberry Investor Hour, Dan and Corey welcome Herb Greenberg back to the show. Herb started out as a financial journalist and now publishes On the Street, a newsletter that offers observations, insights, and opinions on various stocks and the broad market. Herb has spent 50 years researching and writing about the markets, and he joins the podcast to impart some of his wisdom. Herb starts off by reintroducing himself, his opinions on market risk, and his history with long-biased research. He emphasizes that knowing yourself, your psychological makeup, and your skill set are crucial components to success. Some investors thrive under the pressure and enjoy the gambling nature of stocks, while others prefer to sleep well at night and take a more cautious, long-term approach. Either route is OK. And the same principle applies to specifics like when to sell a stock... "There's no one size fits all," Herb says. But the upside to every mistake is that you'll quickly learn more about yourself. (1:22

On this week's Stansberry Investor Hour, Dan and Corey welcome Brian Dalton back to the show. Brian is president and CEO of Altius Minerals, a diversified mining royalty and streaming company operating in Canada, the U.S., and Brazil. Brian kicks things off by sharing the basics of Altius Minerals – what the company does, what sets it apart from other natural resource royalty companies, and the option value of its assets. He also talks a bit about his background and how he got his start in prospecting. (1:21) Next, Brian explores the renewable-energy part of the business. Altius took its coal revenues and reinvested those to write royalties on renewable-energy projects, particularly wind and solar. As Brian explains, nearly all of these projects have some aspect involving energy storage. And best of all, renewable energy's resource life is basically "infinite." (15:53) Then, Brian delves into copper. He urges listeners to ignore all of the noise around the metal – from both the "woke" and "antiwoke" sides

On this week's Stansberry Investor Hour, Dan and Corey are joined by Louis Navellier. Louis is a growth investor with more than 40 years of experience in the markets. His Growth Investor newsletter at our corporate affiliate InvestorPlace is catered toward individual investors. It helps give these folks an easy-to-understand look at current market trends and opportunities. Louis kicks things off by sharing how he got his start in finance, how he learned about "anomalies and efficiencies" in the market, and why he dislikes banking stocks. He predicts that the implosion of private credit is going to be the next black-swan event to upset the markets. With 11% yields, private credit simply isn't sustainable. Louis also discusses what changes President-elect Donald Trump will have to make for prosperity to rise, as well as what's happening in Ukraine. (1:14) Next, Louis touches on the market narrowing, describes which metrics his stock-grading system factors in, lists off several growth stocks he likes today, a

On this week's Stansberry Investor Hour, Dan and Corey welcome Brad Thomas to the show. Brad is the founder of our corporate affiliate Wide Moat Research. There, he serves as editor for the Wide Moat Daily, The Wide Moat Letter, the Intelligent Options Advisor, and the High-Yield Advisor newsletters. Brad joins the podcast to share some of his three decades' worth of experience in real estate. Brad kicks things off by describing his background in real estate, how he lost almost everything during the Great Recession, and how his experience helps him with his job today researching companies. Next, Brad debunks the three largest perceived overhangs for real estate investment trusts ("REITs"): debt maturities, rising rates, and the "dead" office sector. As he explains, they aren't as big of factors for equity REITs as many believe. And in particular, there are some gems that investors can find within the office sector. (1:47) Next, Brad talks about the growth potential for many specific REIT sectors, including

On this week's Stansberry Investor Hour, Dan and Corey are joined by Matt Franz. Matt is founder and principal of Eagle Point Capital. The registered investment adviser aims to build wealth in the long term while avoiding the permanent loss of capital.  Matt kicks off the show by describing Eagle Point Capital's ownership mentality for buying stocks and what qualities he looks for in a company. As he explains, businesses that have very simple unit economics and that are noncyclical tend to be the best. He also zeroes in on specific metrics to evaluate stocks, the importance of owning businesses that reinvest capital, and his "replication mode" method for assessing a company's future potential. (1:41) Next, Matt talks about whether brands can be economic moats. He urges investors not to conflate brand awareness with pricing power, using consumer-electronics company Toshiba as an example. This leads to a conversation about luxury brands, why Matt prefers distributors to retailers, and why he only invests in