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Marty Fridson – The Dean of High-Yield Debt

Release Date: 03/17/2025

Porter & Co. Black Label Podcast

Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Biotech Investing, Erez Kalir. You can learn more about Erez . Show highlights include: The stock Porter thinks could increase a hundredfold… How Erez and Porter met… What Erez finds curious about Trump’s financial policies… Porter asks Erez the “calamity” question… What Porter is doing with...

Marty Fridson – The Dean of High-Yield Debt

Porter & Co. Black Label Podcast

Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty . Show highlights include: Why this financial instrument is better than equities… Marty’s approach to risk factors… How tariffs could impact the corporate credit market… The niche of investing that can easily yield 20% returns… ...

Mason Sexton – The New Prophecy for 2025

Porter & Co. Black Label Podcast

Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason . Show highlights include: How Mason found his way to Wall Street… Some of the cycles Mason uses to make his predictions… New moons and the stock market… Potential key dates for dramatic market changes… Where fundamentals...

Edward Dowd – Getting Away From The Fundamentals

Porter & Co. Black Label Podcast

Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights include: Deep dive into the Covid data… The truth about Ivermectin… The real numbers that are alarming to Edward… Here is where the life insurance industry is exposed… A timely history lesson from Porter… Edward noticed...

Jim Rickards – AI, Debt, And The Global Economy

Porter & Co. Black Label Podcast

Guest: Jim Rickards Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Jim Rickards – editor of Strategic Intelligence. You can learn more about Jim’s new book, MoneyGPT, here. Show highlights include: The story of when Porter and Jim first met… What Jim sees for gold futures… Predictions for the first year of Trump’s second term… Jim’s new book on ChatGPT and its threat to the...

Marko Papic - An International Deep Dive

Porter & Co. Black Label Podcast

Guest: Marko Papic Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk with a series of very special guests about markets, politics, and life. In this episode, the very special guest is Marko Papic – Chief Strategist of BCA Research… the essential source of macroeconomic research. You can learn more about Marko . Show highlights include: The huge U.S. debt burden… Europe’s economic model… The current outlook for Latin America… The dollar, bonds, and global finance… Porter’s top tweets… The...

Compounding Quality’s Pieter Slegers - Live From Porter’s Farm 2024

Porter & Co. Black Label Podcast

Guest: Pieter Slegers Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this special episode from the annual Porter & Co. conference, Aaron and Porter are joined by finance social media superstar, Compound Quality’s Pieter Slegers. You can learn more about Pieter . Show highlights include: The importance of diversification… Pieter’s target number of stocks to hold… What Porter considers his best investment ever... The growth...

Kevin Kisner - Living Like A Pro

Porter & Co. Black Label Podcast

Guest: Kevin Kisner Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by PGA Tour golfer Kevin Kisner. You can learn more about Kevin . Show highlights include: A rare deep dive into Porter’s businesses… An interesting take on Julian Assange… News about a new podcast from Porter you won't want to miss… The mainstream media finally admits what Porter has been saying about AI… ...

Peter St. Onge - Making Sense of the American Economy

Porter & Co. Black Label Podcast

Guest: Peter St. Onge Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by legendary economist and Heritage Foundation Fellow Peter St. Onge. You can learn more about Peter here. Show highlights include: A decades-old indicator of voter-education levels… The inflation blame game… A discussion about the future of central banking... The financial genie coming out of the bottle… ...

Buck Sexton - Politics and Money

Porter & Co. Black Label Podcast

Guest: Buck Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by Buck Sexton, a former CIA analyst and leading talk-show host. He’s considered one of America’s best political analysts and is the co-host of The Clay Travis and Buck Sexton Show. You can find out more about Buck and his show . Show highlights include: The comedian who reached out to Porter while he was not feeling well… A...

More Episodes

Guest: Marty Fridson

Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests.

This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here.

Show highlights include:

Why this financial instrument is better than equities…
Marty’s approach to risk factors…
How tariffs could impact the corporate credit market…
The niche of investing that can easily yield 20% returns…
Porter’s Permanent Portfolio update…
Personal notes from Porter and Aaron…
And much more…

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Porter & Co.

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