AI Is the Edge You Can't Afford to Ignore
Stansberry Investor Hour
Stansberry Research
4.3 • 680 Ratings
🗓️ 8 December 2025
⏱️ 64 minutes
🧾️ Download transcript
Summary
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 here.
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 says, is in the middle. There are two use cases he argues for using it, with the second one being a "holy grail" method. And while AI can be accessible for most folks, Gary warns that it will not level the playing field. (0:00)
Next, Gary reveals the one AI tool that he thinks is critical in utilizing AI in investing. It's not a popular model that makes the headlines, but Gary shows how effective it can be – and it's FREE. He then acknowledges how AI prevents him from falling into any biases and emphasizes that even though AI provides resources for him, he still does the research needed for investing and makes the final decisions for investing. (21:26)
Finally, Gary explains how AI is a viable tool that is being used in real investment scenarios. He also bemoans YouTube influencers who use AI as a hype gimmick to market their online courses. Then he expresses his opinions on the wider market piling into AI data centers, stating that expectations are too high for what the technology can provide today. (36:07)
Transcript
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| 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. |
| 0:20.0 | And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. |
| 0:23.7 | Today we talk with Gary Mashuris, chief investment officer of Silver Ring Value Partners. |
| 0:29.5 | Gary is an old friend, and he is a great investor and a very smart guy, |
| 0:33.6 | and he's figuring out how to use AI to do investing, to analyze stocks and make recommendations |
| 0:40.4 | and do research. And we will give you a link to download his PDF so that you can see what |
| 0:48.0 | he's up to and learn how to do it too. So let's talk with Gary. Let's do it right now. Let's talk with |
| 0:53.4 | Gary Mashuris. |
| 0:55.5 | Gary, welcome back to the show. Always good to see you. Likewise. Thank you very much for having me. |
| 1:01.5 | I was really happy that you reached out to us with a topic that, of course, everybody's fairly well obsessed with these days. And I thought, wow, |
| 1:11.8 | this is exactly like you picked the exact perfect moment for this. So good on you. I mean, |
| 1:18.5 | I know you're not in a marketing business, but if you were, this would be the time for that message. |
| 1:24.1 | And the message, just for our listeners benefit, Gary reached out and said, hey, I have a process that uses AI for my investment analysis, and I want to share it with you. |
| 1:35.5 | So I thought, yes, because I'm trying to do that myself. And I haven't necessarily come up with anything really super organized. So I'm a |
| 1:48.0 | listener today as much as a host. So, well, I think we're going to have a good conversation. |
| 1:53.9 | It's a good topic that I think everyone is struggling with right now. Yeah. So I feel like I should |
| 1:59.8 | put it in your hands wherever you want to start with this, |
| 2:04.2 | you know, your AI investment analysis process, just go for it. Yeah. No, absolutely. I mean, |
| 2:11.2 | I think, look, for some background, right, you know, when I started as Fidelity as the young |
| 2:15.6 | analyst 25 years ago, |
| 2:18.3 | Excel was a pretty common tool, but you had some grusel better-in portfolio managers |
| 2:24.3 | who were still using the legal pad, right? |
... |
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