The Key to Growing Your Portfolio as a Quality Investor
Stansberry Investor Hour
In this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers back to the show. Pieter is the founder of Compounding Quality, an investment newsletter that boasts more than 507,000 subscribers. Pieter kicks things off by discussing how AI and market momentum are doing well. However, he says that "classical" companies are currently struggling. He then talks about the need to have a tangible long-term goal in investing and shares his own investing goal and what it would do for his portfolio. And he explains the benefits of removing yourself from your normal environment...
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AI Is the 'Special Forces' of Investing
Stansberry Investor Hour
In this week's Stansberry Investor Hour, Dan and Corey welcome John Sviokla back to the show. John is an author, executive fellow at Harvard Business School, and co-founder of GAI Insights – an industry analyst firm that provides leaders with the strategies for successful AI integration. John kicks things off by recapping his analysis on AI in the markets since he last spoke with Dan and Corey and sharing the changes that have occurred. He then discusses his focus on DEF 14As to gain insight into what's incentivizing management. He mentions that more CEOs have adopted AI usage...
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The Right Data Makes All the Difference
Stansberry Investor Hour
In this week's Stansberry Investor Hour, Dan and Corey welcome David Trainer back to the show. David is the CEO and founder of New Constructs, a research-technology firm that uses human expertise and machine learning to analyze companies and get superior financial data. David kicks things off by providing the key to what he believes makes AI as good as it can be. Then he discusses how he and his team use machines to scale analytics. He follows that up with how his data led to a partnership with Google. And he notes how the data his team uses has been shown to be better in studies....
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The Pitfalls to Be Wary of During AI's Growing Pains
Stansberry Investor Hour
In this week's Stansberry Investor Hour, Dan and Corey welcome Luke Lango to the show. Luke is the senior investment analyst at our corporate affiliate InvestorPlace. He has built a reputation for spotting tech stocks on the verge of major market breakouts. Luke kicks things off by sharing his thoughts on what many consider to be the current "AI bubble." He follows that up with how the jobs market is going to transition as AI continues to develop and how the economy will fare during that period. And he provides data for how the AI data-center epicenter has impacted the housing...
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AI Is the Edge You Can't Afford to Ignore
Stansberry Investor Hour
In this week's Stansberry Investor Hour, Dan and Corey welcome Gary Mishuris back to the show. Gary is the managing partner and chief investment officer of investment firm Silver Ring Value Partners. He has kindly allowed listeners to download the PDF of how he uses AI to aid in his strategies. You can access it . Gary kicks things off by sharing how he uses AI in his investment process. He cautions against the extremes of thinking of AI as being a "genie in a bottle" that solves every problem or that it's completely ineffective and should be disregarded completely. The truth, he...
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These Tools Can Help Uncover the Companies Worth Investing In
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...
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The Next Financial Crisis Is Forming Right Now
Stansberry Investor Hour
On this week's Stansberry Investor Hour, Dan and Corey welcome Ben Hunt back to the show. Ben founded Epsilon Theory, a newsletter with more than 100,000 readers that examines markets through the lens of narrative. He's also the president and co-founder of Perscient, an AI research firm and software company. Ben kicks things off by discussing the "credit polar vortex" that the U.S. is facing today. He says that all credit to the bottom 40% of the country has essentially been cut off, leaving companies in distress and everyday Americans in crisis. And he notes that financial crises are always...
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Gold Could Hit $6,000 in the Next 12 Months
Stansberry Investor Hour
On this week's Stansberry Investor Hour, Dan and Corey welcome Nick Hodge to the show. Nick is the editor of Underground Alpha at Digest Publishing and an expert natural resource investor. Nick kicks off the show by discussing how he got into natural resource investing. He says that he began with a focus on clean technology but switched lanes after the great financial crisis hit. Sharing a case study, Nick talks about antimony miner Perpetua Resources and notes that "the smart money is now here" in the natural resource space. Nick also makes his bullish case for $5,000 or $6,000 gold over...
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Today's Market Is Different From Any One Before It
Stansberry Investor Hour
On this week's Stansberry Investor Hour, Corey welcomes Josh Brown to the show. Josh is the CEO and co-founder of investment advisory firm Ritholtz Wealth Management, as well as an author and co-host of The Compound and Friends podcast. Josh kicks things off by discussing how his lack of formal education in economics sets him apart in the world of financial media, the importance of relying on your own instincts, and what it was like interviewing legendary investor Peter Lynch. He also talks a bit about how he got to where he is today, including falling in love with the stock market from a...
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Inside Venture Capital – the Hidden Force Powering Innovation
Stansberry Investor Hour
On this week's Stansberry Investor Hour, Dan and Corey welcome Adrian Fenty to the show. Adrian is the founding managing partner of MaC Venture Capital, an early-stage venture-capital ("VC") firm investing in visionary founders. Before breaking into VC, Adrian was the mayor of Washington, D.C. from 2007 to 2011. Adrian kicks off the show by discussing how he transitioned from politics to VC, starting with investing in education-technology companies and working at established firm Andreessen Horowitz. As he explains, VC is still the Wild West of investing, so he searches to find "technical"...
info_outlineOn this week's Stansberry Investor Hour, Dan and Corey welcome Joe Milam to the show. Joe is the founder and CEO of AngelSpan, which provides investor relations for early-stage startups. He's also the founder of The Legacy Funds and managing member of the Texas Legacy Fund.
Joe kicks things off by recounting his background in finance and the "Forrest Gump-like experiences" that got him to where he is today. He critiques the venture-capital ("VC") world, as it requires no training or certification to enter. Joe explains that his mission is to bring professional standards and practices to early-stage VC. And he shares a few anecdotes of unprofessionalism in the VC world that you'll never hear reported by the media, including investing for access to a private jet. (0:47)
Next, Joe discusses the massive opportunity in bringing professional processes to VC, especially because entrepreneurship is growing, yet the financial infrastructure has not been modernized to accommodate for this growth. He also talks about lack of diversification being a problem, the history of angel investing since the Revolutionary War, the role hype plays in VC, why he believes we're at the top of the "hype cycle" for AI, and the unintended consequences of technological innovation. (19:19)
Finally, Joe points out that an understanding of financial history is directly linked to proper risk assessment and management. He notes that many folks will ignore risk even if they're warned about it, due to a lack of discipline and their fear of missing out on the next hottest thing. As Joe explains, there's an expanding pool of innovation and places to put money, so both VC and individual investors need to manage risk. (45:48)