Stansberry Investor Hour

On this week's Stansberry Investor Hour, Dan welcomes Rob Spivey back to the show. Rob is the director of research at our corporate affiliate Altimetry. He and his team utilize their proprietary Uniform Accounting strategy to dig through the as-reported numbers in company reports to find their true value. Rob kicks things off by posing a topic of debate with Dan regarding the Federal Reserve cutting interest rates. The two follow up by sharing their thoughts on the long-running AI narrative. Rob expresses how the talk of an AI bubble is producing a "fear of getting in," which keeps people from buying stocks. And he shares his team's thoughts on several market areas where government regulation could provide opportunities. (0:00) Next, Rob reflects on how 22 companies recommended by Altimetry publications were acquired over the past six years. He then lists the catalysts that are key targets for company acquisitions. In the midst of opinions and market fear, Rob stresses the importance of trusting the data. An