Is Inflation a Social Phenomenon?
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 27 May 2021
⏱️ 66 minutes
🧾️ Download transcript
Summary
After Bitcoin plunged 54% from its all-time-high in April, many crypto speculators are feeling quite shaken...
But Dan points out that it's what didn't happen after the crypto crash that’s worth noting...
No banks went under... the Fed didn't need to bail anyone out... We didn't see a big systemic collapse...
And Bitcoin is still standing...
Not to mention, Dan points out that one of the biggest names in the investing world just announced he bought some Bitcoin for the very first time...
Then on this week's interview, Dan invites Hugh Henry onto the show. Hugh is an award-winning hedge fund manager, market commentator, real estate investor, and podcaster.
Hugh previously worked at Odey Asset Management, before he founded Eclectica Asset Management in 2005, where he achieved a 31.2% return during the 2008 financial crisis.
During their conversation, Hugh elaborates on his stance that inflation is more of a social phenomenon than many people give it credit for.
Hugh also explains how if you spot some of these social trends, and are willing to take a contrarian stance, you could find some amazing investment opportunities at the best value they've been in years.
He even shares the names of 4 or 5 stocks trading at rock-bottom prices that he absolutely loves going forward...
Then on the mailbag this week, one listener asks Dan an in-depth question about life insurance and holding cash... And another long-time listener asks what Dan thinks about the popular assertion that gold will plummet when a crisis happens...
Listen to Dan tackle these questions and more on this week's episode.
Transcript
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| 0:00.0 | Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour. |
| 0:11.5 | Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour. |
| 0:20.0 | Sign up for the free show archive at InvestorHour.com. |
| 0:23.6 | Here's your host, Dan Ferris. |
| 0:26.6 | Hello and welcome to the Stansberry Investor Hour. |
| 0:28.6 | I'm your host, Dan Ferris. |
| 0:30.6 | I'm also the editor of Extreme Value published by Stansberry Research. |
| 0:34.6 | Today, we will talk with hedge fund industry legend and just all around contrarian original |
| 0:41.6 | thinker Hugh Hendry. |
| 0:43.6 | I am so excited to have him on the show. |
| 0:46.1 | I wish we could just do a two-hour show with nothing but Hugh. |
| 0:49.2 | It's so cool having him here. |
| 0:51.4 | This week in the mailbag, questions about life insurance cash and what gold |
| 0:56.7 | will do in a crisis. And remember, the mailbag is a conversation, so talk to me, call me, |
| 1:02.6 | lead me a message on our listener feedback line and hear your voice on the show. |
| 1:07.3 | 800, 381-2357. Call me up. |
| 1:15.0 | In my opening rant this week, I just want to point out two quick things about the recent drop in Bitcoin, that and more right now on the Stansberry Investor Hour. |
| 1:21.8 | So real quick, just a couple of things, and I'll do a quick quote of the week too. |
| 1:26.6 | Bitcoin, of course, it peaked a while ago, weeks ago, |
| 1:31.0 | at just around $65,000, just call it. |
| 1:34.6 | And then it bottomed recently at around 30,000. |
| 1:38.6 | So more than half, like a 54% drop. And a lot of that happened last last week like March 19th to 21st-ish that was like a 40-plus |
... |
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