Podcast · Business

Stansberry Investor Hour

by Stansberry Research · English · Business

From financial markets and politics to business and social issues, Dan Ferris and our Stansberry Analysts offer candid discussion on today's most important headlines. Each week you'll hear exclusive interviews with guest investment experts, authors, and top thinkers such as Jim Rogers, Kevin O'Leary

New episodes: Weekly
Typical length: 55 min
Latest: 13 Oct 2026
Language: English

Latest episode

13 Oct 2026 · 55 minNew

Ben Hunt: The AI Boom Could Trigger the Next Financial Crisis

In this week's Stansberry Investor Hour , Dan welcomes 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 explaining why interest rates have been going up and why the rise might not be as much of a short-term event as folks believe. He says that while the war in the Middle East has contributed to the short term, there is such a surge of borrowing coming from the Big Tech…

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Earlier episodes 29 most recent

E485 · 6 Oct 2026 · 54 min
Dan Ferris: Copper Could Double – and He Says You Have to Own It
In this week's Stansberry Investor Hour , Dan welcomes Bridget Bennett to the show. Bridget is the digital media producer for MarketBeat, where she tracks down market developments and financial news and conducts interviews for MarketBeat's videos and livestreams. In today's episode, she flips the script and interviews Dan in a special collaboration. Bridget and Dan kick things off by discussing diesel. Dan says that the commodity sits at the heart of the global energy crisis. And while the lack of diesel fuel will impact fuel for vehicles and powering electricity, there are shortages in…
E484 · 29 Sep 2026 · 57 min
Rob Spivey: He Found Six Small Defense Stocks Positioned for the Coming Spending Spree
In 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 providing a deep dive into Altimetry's Defense Gold Rush webinar. In short, the Association of the United States Army ("AUSA") is hosting its annual confab in October. And it's not just the U.S. Army meeting up with the defense companies – other countries from…
E483 · 22 Sep 2026 · 53 min
Joel Litman: We Are NOT in an AI Bubble
In this week's Stansberry Investor Hour , Dan welcomes Joel Litman back to the show. Joel is the founder and chief investment officer of our corporate affiliate Altimetry, where his team uses their Uniform Accounting system to look beyond the as-reported numbers in financial reports to see how companies are really performing. Joel kicks things off by discussing the increases in the U.S. military budget and says that investors should be wary of which stocks they decide to buy. While overall military spending has gone up, certain branches like the Army have seen a decrease in spending, so it's…
E482 · 15 Sep 2026 · 57 min
Bryan Beach: He Never Would Have Bought These Stocks – Until Now
In this week's Stansberry Investor Hour , Dan welcomes Bryan Beach back to the show. Bryan is the senior analyst for Whitney Tilson's Ultimate Upside and a senior analyst on Stansberry's Investment Advisory . Bryan kicks things off by discussing what's new in the Whitney Tilson's Ultimate Upside newsletter (previously Venture Value ). Both Bryan and Whitney have teamed up to develop a new system built upon the proprietary Stansberry Score that further helps subscribers find overlooked, high-value stocks that have room to grow. The three newest recommendations that their new system discovered…
E481 · 8 Sep 2026 · 57 min
Ramin Nakisa: The 90/10 Portfolio Strategy Every Investor Should Know
In this week's Stansberry Investor Hour , Dan welcomes Ramin Nakisa to the show. Ramin is the co-founder of PensionCraft, a service that's geared toward providing members with the tools and information needed to make their own informed investing decisions. Ramin kicks things off by explaining his reason for switching from a global equity portfolio to a fixed equity 60/40 portfolio. He says that after spending years investing and building up to his retirement goal, he wanted to take as much risk and volatility off the table as possible and just coast off the fixed income. And while folks tend…
E472 · 1 Sep 2026 · 55 min
Jason Shapiro: Most Traders Are Focused on the Wrong Thing
In this week's Stansberry Investor Hour , Dan welcomes Jason Shapiro back to the show. Jason is the founder of Crowded Market Report and a seasoned futures trader with a proven approach built on exploiting crowd behavior. He has more than 10,000 subscribers on his Substack. Jason kicks things off by detailing three signals he focuses on when he wants to make a contrarian play against what the market's doing. He executes this strategy by looking for extremes in a bearish position and waits for the market to start heading in the opposite direction before making a short-term trade. But Jason…
E479 · 25 Aug 2026 · 1 hr 1 min
James Bianco: The Fed Is Cutting Rates – So Why Are Yields Going Up?
In this week's Stansberry Investor Hour , Dan welcomes Jim Bianco to the show. Jim is the president of Bianco Research. Since 1990, Jim's commentaries have offered a unique perspective on the global economy and financial markets. Jim kicks things off by explaining a post he made on social media platform X, where he stated that bond traders could stop panicking once the Federal Reserve starts to panic. In short, over the past two years, when the Fed was cutting rates to curb inflation, yields on bonds have risen. So Jim believes that bond investors don't need to be worried if the Fed decides…
E469 · 18 Aug 2026 · 59 min
Harvey Sawikin: He Bought This AI Stock at $8 – Now It's $240
In this week's Stansberry Investor Hour , Dan welcomes Harvey Sawikin to the show. Harvey is the co-founder and principal of Firebird Management, a fund that focuses on investing in emerging markets, primarily in Eastern Europe. Harvey kicks things off by stating that emerging market investors don't pay enough attention to politics compared with macroeconomics. He says that you can glean insight into how a country could develop if you understand its politics, especially in cases where there's new leadership. But it's still important to understand the macroeconomics, as those have been red…
E477 · 11 Aug 2026 · 50 min
Brent Johnson: You Don't Need a Dollar Collapse for Gold to Explode
In this week's Stansberry Investor Hour , Dan welcomes Brent Johnson back to the show. Brent is the CEO of Puerto Rico-based Santiago Capital and creator of the famous "dollar milkshake theory." He has more than 13,000 subscribers on the Santiago Capital Substack. Brent kicks things off by expressing his optimism for the U.S. and believes that, despite the supply-chain issues the country is facing, it will make the changes needed to come out of the crisis. That's not to say that there won't be pain along the way, but Brent says it will be better than most people expect. Additionally, he says…
E476 · 4 Aug 2026 · 53 min
Rick Rule: Why Oil Companies Are Cannibalizing Themselves
In this week's Stansberry Investor Hour , Dan welcomes Rick Rule back to the show. Rick is the president and CEO of Rule Investment Media, which boasts more than 28,000 subscribers on Substack. With nearly 50 years of experience managing investments, primarily in the natural resources sector, Rick is an authority in the field. Rick kicks things off by providing his long-term view on oil and gas as commodities, as well as his view on oil and gas stocks. He says that while the price of oil could temporarily decline if the conflict in the Middle East reaches a permanent resolution, current…
E475 · 28 Jul 2026 · 52 min
Matt Franz: The 50%-Off Software Stock AI Can't Destroy
In this week's Stansberry Investor Hour , Dan welcomes Matt Franz back to the show. Matt is the founder of Eagle Point Capital, an advisory firm focused on long-term investing. Eagle Point Capital has more than 5,000 subscribers on Substack. Matt kicks things off by sharing the kinds of companies that he likes to search for. He says that these are "simple, predictable, and profitable" businesses that he can look at over a period of five-plus years and know where they're heading. But even though Matt's firm likes to have a long holding period for its stock picks, the team is constantly…
E472 · 21 Jul 2026 · 57 min
Craig Tindale: The Next Crisis Will Be Physical, Not Financial
In this week's Stansberry Investor Hour , Dan welcomes Craig Tindale to the show. Craig is a private investor with a keen perspective on economic and geopolitical analysis. He has more than 5,000 subscribers on Substack. Craig kicks things off by discussing "hard bifurcation," a term he uses to refer to the U.S. importing its products instead of manufacturing them, creating dependencies on other countries. For instance, China has control over the precious metals the U.S. needs for defense. Craig looks at history to show why nations didn't trade crucial resources with rival nations... and how…
E473 · 14 Jul 2026 · 1 hr
Marko Papic: Why the AI Boom Could Make Inflation Worse
In this week's Stansberry Investor Hour , Dan welcomes Marko Papic back to the show. Marko is the chief strategist and head of GeoMacro at BCA Research, a global investment research firm. Marko kicks things off by discussing the "second derivative of AI capex," which signals the beginning of the end of the AI boom. Due to tension in the Middle East potentially starting to ease up, the market is nearing the peak of the "Wall of Worry," and as a result, investors could lose a component that helps fuel the current rally. Additionally, Marko says that AI is inflationary. It takes labor, copper,…
E470 · 7 Jul 2026 · 57 min
Peter Zeihan: The Next Global Crisis Could Hit Investors Hard
In this week's Stansberry Investor Hour , Dan welcomes Peter Zeihan to the show. Peter specializes in geopolitics and brings a critical perspective on how foreign affairs impact the U.S. market. Peter kicks things off by discussing why the market hasn't reacted or improved in response to the peace talks surrounding the Strait of Hormuz. He says the reason is threefold. First, the White House acted with very little planning, only using Israeli intel and data. What was supposed to last no more than 96 hours was drawn out into a monthslong conflict. Second, Peter says that President Donald…
E471 · 30 Jun 2026 · 55 min
Gold Is Down 20%. So Why Is the Smart Money Still Buying?
In this week's Stansberry Investor Hour , Dan welcomes Andy Schectman to the show. Andy is the founder and CEO of Miles Franklin Precious Metals, a company dedicated to transparency, ethics, and long-term wealth preservation. Andy kicks things off by explaining why gold prices breaking down isn't as bad as many people believe. He says that while the paper price of gold is going down, the physical asset has been going strong. In fact, since the start of President Donald Trump's second term, billions of physical gold bars in contracts have been delivered to CME Group's Commodity Exchange…
E470 · 23 Jun 2026 · 36 min
America Is Running Out of Diesel and No One Is Paying Attention
In this week's Stansberry Investor Hour , Dan welcomes Stansberry Research's Director of Research Matt Weinschenk back to the show in a special crossover episode with Top Stocks . In this collaborative episode, the two discuss diesel, and Matt shakes things up by asking Dan most of the questions. Matt and Dan kick things off by discussing the current state of diesel. The reserve diesel supply is now low enough that it's being measured in days instead of the usual months. The most recent report says that America only has 20 days' worth in reserve. This doesn't bode well for AI data centers…
E469 · 16 Jun 2026 · 1 hr 12 min
The Stock Market May Not Recover for a Generation
In this week's Stansberry Investor Hour , Dan welcomes Dave Collum back to the show. He's the Betty R. Miller Professor of Chemistry at Cornell University. He's outspoken about many topics and issues ranging from finance to politics and everything in between. And he brings this same no-holds-barred attitude to today's podcast. Dave kicks things off by discussing the "everything bubble," or as he prefers to call it, the "complacency bubble." According to him, previous market bubbles had logic behind their euphoria, but he says the current one does not follow logic because the companies'…
E468 · 8 Jun 2026 · 55 min
Don't Buy SpaceX. Buy These Space Monopolies Instead.
In this week's Stansberry Investor Hour , Dan welcomes Dave Lashmet back to the show. Dave is the editor of Stansberry Venture Technology , an advisory that takes a "venture capitalist" look at the market. Dave scours the market looking for little-known small-cap companies that are potentially producing the next wonder drug or technology. Dave kicks things off by discussing the SpaceX IPO. He calls the company a "Tower of Babel," saying the best use case for Starlink is to replace cell phone towers. However, Starlink's satellites can only provide service for up to 1,000 people. In rural…
E467 · 2 Jun 2026 · 54 min
Value Investing Is Dead. Here's What Replaces It.
In this week's Stansberry Investor Hour , Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities. Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19…
E466 · 26 May 2026 · 55 min
The 50% AI Software Crash: Why Wall Street Is Dead Wrong
In this week's Stansberry Investor Hour , Dan welcomes Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory . Bryan kicks things off by discussing the idea of passive investing and how it has changed the way the market is valuated. He says that folks are relentlessly buying the biggest stocks every time they invest in their retirement funds, and they don't even know it. This "irrational indifference" could result in such a high level of volatility that it leads to mass liquidation of stocks. Bryan then talks…
E463 · 19 May 2026 · 55 min
The Hidden Flaw in Wall Street's Trillion-Dollar Maths
In this week's Stansberry Investor Hour , Dan welcomes James Weatherall to the show. Unlike most of our guests, James does not come from a finance background. However, he has found interesting ways in which physics can change investing. You can check out his book The Physics of Wall Street here . James kicks things off by sharing his background in physics and philosophy. He's interested in mathematics and how it can be applied to the markets. He's a firm believer in using mathematical models to assist in investing but says that it's important to examine your models and check your assumptions…
E463 · 12 May 2026 · 45 min
George Noble: Why the Tesla and AI Bubble Will 'End Badly'
In this week's Stansberry Investor Hour , Dan welcomes George Noble to the show. George is the managing partner of Noble Capital Advisors. He's also the author of The Noble Update on Substack, which has more than 13,000 subscribers. George kicks things off by expressing his skepticism about Tesla. He says that despite the company branching out into different areas, the majority of its revenue comes from car sales and should therefore be treated as a car company. He also believes that investors are improperly valuating the stock, ignoring the fundamentals in favor of "charts" and "the…
E463 · 5 May 2026 · 45 min
Everyone Trades Too Much... And It's Costing Them Everything
In this week's Stansberry Investor Hour , Dan welcomes Jonathan Rose to the show. Jonathan is the editor of Masters in Trading at our corporate affiliate InvestorPlace. He has a presentation where he's showing how he's tracking 20 stocks that have strong, unusual market bets right now. You can view this presentation here . Jonathan kicks things off by sharing how his livestream show operates and how his Discord community has become a resource for newcomers. He then gives his trading background by explaining how he made 1,000 trades a day for the Chicago Mercantile Exchange and how that…
E461 · 28 Apr 2026 · 57 min
What Big Money Is Doing While Everyone Else Is Guessing
In this week's Stansberry Investor Hour , Dan welcomes Pete Carmasino back to the show. Pete is the chief market strategist at our corporate affiliate Chaikin Analytics. He's also editor of the Chaikin PowerTactics and Chaikin Power Portfolio newsletters. Pete kicks things off by discussing the current trends he's seeing. He says that you can't focus on just one area because there are many moving parts that shape the market, including other investors. The goal, he states, is to react to the movements, not predict where things are headed. Predictions can be wrong, and folks who don't react…
E461 · 21 Apr 2026 · 55 min
The Diesel Crisis That Could Send Gas to $10 Overnight
In this week's Stansberry Investor Hour , Dan welcomes Tracy Shuchart to the show. Tracy is the founder, CEO, and chief market strategist of Hilltower Research Advisors. She's also the author of the Renegade Resources newsletter on Substack, which has more than 8,000 subscribers. Tracy kicks things off by discussing the issues surrounding diesel. She says that the world was previously in a "diesel crunch" in 2025, which only started to ease up in early 2026. With 14% of global refined products passing through the Strait of Hormuz, tension with Iran has started to set things back again. Tracy…
E460 · 14 Apr 2026 · 56 min
The Five Best Turnaround Stocks in 2026 to Buy Now
In this week's Stansberry Investor Hour , Dan welcomes Alex Morris back to the show. Alex is the founder of TSOH (The Science of Hitting) Investment Research and an author. TSOH, which boasts more than 24,000 subscribers, aims to generate attractive long-term returns while providing complete transparency on the research process, portfolio decision-making, and returns. Alex kicks things off by reflecting on the potential changes in Berkshire Hathaway due to the passing of Charlie Munger and Warren Buffett's retirement. He believes the company is in a good position to continue the momentum…
E459 · 7 Apr 2026 · 46 min
These Energy Stocks Are Still Cheap... Not for Long
In this week's Stansberry Investor Hour , Dan welcomes value investor Tobias Carlisle back to the show. Tobias is the founder and portfolio manager of Acquirers Funds, a deep-value investment firm. He's also the host of a podcast and the author of numerous books, including The Acquirer's Multiple . Tobias kicks things off by discussing the performance of his energy fund and the energy sector. He likes to compare gold with oil to see how their pricing has moved in relation to each other over the past year. He thinks oil companies are still cheap and believes that we haven't seen "peak oil"…
E458 · 31 Mar 2026 · 55 min
This One Filing Can Tell You When to Buy or Sell Stocks
In this week's Stansberry Investor Hour , Dan welcomes Michelle Leder back to the show. Michelle is the creator of footnoted.com, an information service dedicated to finding opportunities and early warning signals buried in U.S. Securities and Exchange Commission ("SEC") filings. Michelle kicks things off by explaining what company proxy statements are and why they matter for investors. She says the summary compensation table and footnotes found in these documents let you know not only how much management is being paid but also what motivates their actions. Michelle emphasizes that as an…
E457 · 24 Mar 2026 · 1 hr 2 min
The Mag Seven Trade Is Breaking... Here's What Comes Next
In this week's Stansberry Investor Hour , Dan welcomes David Cervantes back to the show. David is the founder of Pinebrook Capital Management – a boutique asset manager focused on asset allocation and managing various systematic trading strategies. David kicks things off by reflecting on the progress that glucagon-like peptide-1 (GLP-1) drugs have made since his last discussion at a Stansberry Research Conference several years ago. The drug has branched out of medical use into professional use and for standard weight loss, resulting in the companies he previously discussed to have performed…

About Stansberry Investor Hour

Stansberry Investor Hour is a English business podcast from Stansberry Research. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Stansberry Research
Language: English
Category: Business
New episodes: Weekly
Typical length: 55 min
Latest episode: 13 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1240834066
Rights: Stansberry Research

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