Now That the Tariff Terror Is Over, Here's What Comes Next

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

4.4 • 677 Ratings

🗓️ 21 July 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Corey welcomes his colleague Brett Eversole back to the show. Brett is the editor of the True Wealth, True Wealth Systems, and DailyWealth newsletters. He also serves on the Investment Committee for Stansberry Portfolio Solutions.

Brett kicks things off by sharing what he learned from his mentor Steve Sjuggerud, including the investment philosophy of buying assets that are "cheap, hated, and in an uptrend." He examines the recent tariff drama and why he believes we're about to return to a boring market fueled by fundamentals after several months of turbulence. As Brett explains, a lot of it has to do with increased capital spending from hyperscalers. (0:46)

Next, Brett reviews the difference between secular bull markets and cyclical bull markets. He compares today's bull market (driven by AI) with the bull market of the late '90s (driven by the Internet), noting that a massive infrastructure buildout caused both. Brett predicts a normal market for the next few years, followed by a dot-com-style AI boom and then a "lost decade." He also discusses the S&P 500 Index decoupling from the U.S. economy, tariffs hurting smaller companies, and why he's bullish on gold and silver. (14:59)

Finally, Brett talks about indicators that investors can use to gauge the market's underlying health, as well as what divergence between the indicators can mean in both the short and long term. He then dives into his work on Stansberry Portfolio Solutions, including the strategy the team uses to find the best companies and how to manage risk. And he closes things out with an in-depth analysis of today's real estate market. (33:29)

Transcript

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0:00.0	Hello and welcome to the Stansbury Investor Hour.
0:04.0	I'm Corey McLaughlin, editor of the Stansberry Daily Digest.
0:07.0	Dan is on vacation this week, but the show will go on, and today we're talking with our colleague, Brett Eversol,
0:14.0	Stanford Research Senior Analysts.
0:16.0	Brett's been with the company since 2010.
0:19.0	He's the lead editor and analyst for True Wealth, True Wealth Systems,
0:22.8	and the Free Daily Wealth E Letter.
0:24.9	As I think you'll see, he's a sharp, insightful guy,
0:27.7	and I like to think of him as a descendant of Steve Sugaroo.
0:32.1	For those that know him, I'm Stanford's,
0:33.8	as a co-founder.
0:34.9	You may hear some familiar wisdom from Brett. So here it is. I'm looking forward
0:40.1	to having this chat with Brett, and let's get to it. All right, Brett, welcome back to the show.
0:49.1	I know our subscribers and a lot of listeners are likely familiar with your name and your work but um for those
0:56.0	who might not be let's just kind of orient them briefly um you know just kind of what what your uh
1:03.9	what your responsibilities are here with at stands very yeah well thank you cor Corey it's uh happy to be back I always enjoy
1:11.9	coming and chatting with you and Dan although we threw Dan off this time so probably have more
1:16.5	lively conversation if you ask me um but yeah I've been with Stansbury research for 15 years now a
1:22.1	long time um I write true wealth and true wealth systems and for long readers, they probably remember a guy named Steve Sugarud, who was one
1:31.3	of the founding partners of Stansbury Research.
1:34.3	Steve hired me back in 2010, and I've got a background in mathematics.
1:39.3	So he kind of brought me in to develop and build kind of trading systems. And that turned into the product that is now called True Wealth Systems. And I worked with him for a long time. And then when he stepped away a few years ago, I kind of stepped into those roles and I've been, you know, working on True Wealth and True Health and True Health Systems for for a long, long time. And now they've kind of come under my wing. So it's been a lot of fun over the last few years.
	...

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