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Stansberry Investor Hour

It's Destiny... and Doom

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4677 Ratings

🗓️ 12 December 2022

⏱️ 61 minutes

🧾️ Download transcript

Summary

If anyone can make Dan exclaim, "If you don't get the hell away from your microphone, I'm going to keep you here all day," it's today's Stansberry Investor Hour guest: geopolitical strategist and New York Times bestselling author Peter Zeihan.

But first, Dan and his co-host Corey McLaughlin kick off the show by dissecting the conflicting – and confusing – news headlines on the direction of stocks and housing into 2023. The duo also evaluates ARK Investment Management founder Cathie Wood's latest Twitter ramblings (and why she sounds like a certain founder of a certain defunct cryptocurrency exchange).

Circling back to today's guest, Peter is also the founder of his own firm, Zeihan on Geopolitics, where he provides his expert analysis to clients that include Fortune 500 companies, trade associations, policymakers, and government agencies of all levels. His first three books – The Absent Superpower, The Accidental Superpower, and Disunited Nations – have been recommended by U.S. Senator Mitt Romney, political scientist Ian Bremmer, and CNN anchor Fareed Zakaria. His fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization, was published in June 2022 and is a New York Times bestseller.

And in this week's episode, he and Dan start by diving into the topic of deglobalization. Peter says the pace of deglobalization has accelerated since the start of the current decade – fueled by declining birth rates and an aging population. Additional kindling has come in the form of the COVID-19 pandemic, Chinese President Xi Jinping's narcissistic "cult of personality," and the Russia-Ukraine war. Global economies are in for some grim times... And as Peter puts it, "We are looking at the end of the world that we understand – probably in the next 36 months."

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Stansberry Investor Hour. I'm your host, Dan Ferris. I'm also the editor of extreme value published by Stansberry Research.

0:14.0

And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today, Dan talks with the geopolitical strategist and author Peter Zine.

0:22.9

And for our opening rant, which way to housing and stock prices go, many questions, few answers.

0:28.4

And remember, you can email us at Feedback at InvestorHour.com and tell us what's on your mind.

0:33.7

That and more right now on the Stansberry Investor Hour. So I'm seeing lots of

0:44.3

conflicting headlines about, certainly about the stock market. Like the Bloomberg headline

0:51.0

this morning as we speak is world's top money managers see double-digit stock gains in 2023.

0:57.6

And one of those is Luthold Group, Jim Paulson, is predicting the S&P 500 will hit 5,000.

1:05.5

That would be a new all-time high.

1:07.5

Right.

1:08.1

On the one hand.

1:09.6

And then on the other, sentiment trader reports, Wall

1:14.1

Street is tepid on the prospects for 2023. Wall Street strategists who they survey and keep track

1:22.5

of are kind of saying the opposite. You know, for 2023 and the same thing like daily shot which is a little

1:30.2

service that i get from with that has global macro charts all throughout yeah they're saying

1:36.3

that analysts are divided on home price trajectory as well for 2023 So I'm like,

1:45.9

I don't know how to read this,

1:48.1

you know,

1:48.6

because,

1:49.7

of course,

1:50.0

you know,

1:50.2

I'm bearish,

...

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