4.4 • 677 Ratings
🗓️ 10 June 2024
⏱️ 69 minutes
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On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague John Engel
to the podcast. John is the lead equity analyst on the Stansberry Innovations Report
newsletter, where he finds companies that are revolutionizing their respective industries
with cutting-edge technology. He also works on Prosperity Investor, a newsletter that
focuses on opportunities in the health care sector.
John kicks off the show by detailing the new Biosecure Act that's currently moving through
Congress. Its purpose is to limit China's access to U.S. biological information. As he explains,
this legislation is going to disrupt the industry, hurt biotech companies, and possibly even
bankrupt the smaller players. But, conversely, it's going to allow other contract development
and management organizations to replace Chinese ones, creating massive opportunities for
investors. John also shares how he got his start in the biotech field at a fermentation lab and
as a molecular biologist before shifting to the world of finance. (2:19)
Next, John talks about the pandemic, vaccines, and the current bear market in biotech. He
mentions one big story in biotech that he believes isn't getting enough attention – bispecific
antibodies. This development allows one drug to hit two targets, so patients no longer have
to receive two different drugs for treatment. This leads to a conversation about gene editing,
personalized medicine, and rare diseases. (22:01)
Finally, John delves into AI, Nvidia, and the "hype cycle" surrounding the technology. He
points out that companies are desperate to use AI to their advantage, but for many of them,
there's no use for it in their business. Plus, John discusses "advanced general intelligence,"
which involves systems that can reason like human beings. (42:27)
Click on a timestamp to play from that location
0:00.0 | Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research. |
0:08.8 | And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we're going to talk with our colleague John Engel of Stansberry Innovations Report and Prosperity Investor. |
0:18.3 | Well, I, for one, I'm looking forward to this because I'm not a science guy. |
0:22.0 | And John is a serious science guy. Studied science-y topics in school and then went to a |
0:29.5 | science-y career and then came to us, so as I understand it. So I can't wait to, like, ask him |
0:36.6 | all the stuff that I don't know basically. |
0:39.3 | I'm looking forward to this. |
0:40.3 | Yeah, me too. |
0:41.3 | I mean, when I'm in the office, I sit nearby him, you know, in the office on some days. |
0:46.3 | You know, he's over there working and you know, he's got a lot of thoughts in that brain of his about healthcare, future of, you know, different innovations. |
0:57.6 | Healthcare, AI, all kinds of different stuff. |
1:01.0 | Metaverse I've mentioned in the past. |
1:04.2 | You know, he's kind of like, hurry into all, a bunch of different subjects and always great reads and newsletters and you get the stock recommendations with them. |
1:13.0 | So I look forward to talking to them. |
1:14.8 | Yeah. |
1:15.0 | And just for our listeners' benefit, I always hear lots of great things. |
1:18.7 | His name comes up from talking with Dave Lashmet, Doc Ifrig, even, you know, others around the company. |
1:28.5 | When the conversation turns to usually biotech or even other technology, John's theme |
1:34.8 | is always coming up. |
1:36.1 | So I can't believe we haven't had them on the show yet, and I'm really looking forward |
1:39.9 | to it. |
1:40.4 | So let's do it. |
... |
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