Buy the AI Boom's Quiet Beneficiaries
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 29 September 2025
⏱️ 65 minutes
🧾️ Download transcript
Summary
On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years.
Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. (1:04)
Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system. (18:31)
Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors. (36:39)
Transcript
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. And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with Mark Chakin, the founder of Chakin Analytics. Mark is a frequent guest of the show, and you will find out why. It's for a very good reason. Get out your pens and pencils, |
| 0:23.1 | get ready to take notes, get ready to write down zicker symbols, and to learn something about |
| 0:27.4 | investing. So let's do it. Let's talk with Mark Chakit. Let's do it right now. |
| 0:36.9 | Corey McLaughlin here. Want to understand the market better? We've got you covered. Just sign up at |
| 0:42.0 | Stansbury Digest.com to get our free daily newsletter from me and Dan Ferris and this week on Wall |
| 0:48.0 | Street from Matt Weinchank. It's completely free and you'll get our top-notch investing ideas and analysis |
| 0:53.7 | delivered to you every weekday. |
| 0:55.8 | Just go to Stansberry Digest.com to sign up in seconds. |
| 1:04.5 | Mark, welcome back to the show. Always a pleasure. |
| 1:08.5 | Dan, good to be with you. |
| 1:18.0 | So what, where do we ever start? You're well known to our to our listeners and we talk to you fairly often. I think you're one of our most frequent guests, |
| 1:26.0 | you know, two or three times a year. |
| 1:29.7 | I always wonder, you know, what is Mark thinking now? And I see I get some emails from you and |
| 1:35.3 | I get emails about when the next market crash will happen. And I think, hmm, what is he, what is this all |
| 1:40.9 | about? Maybe I should just ask you what's on your mind where you'd like to start. |
| 1:46.8 | How would you like that? |
| 1:48.1 | Well, let's put the crash scenario on the back burner. |
| 1:51.9 | That is based on historical patterns that talk about the second year of a presidential term. |
| 1:59.6 | 65% of all bear markets start in that year because the chickens |
| 2:03.8 | sort of come home to roost based on the new policies that were implemented in year one, |
| 2:08.8 | which we're going through right now in terms of tariffs and interest rates. |
| 2:13.2 | But there's still some massive opportunities in front of us, in my opinion, into year-end and probably |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Stansberry Research, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Stansberry Research and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.