The Easiest Way to Rank Almost 5,000 Stocks

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

🗓️ 29 January 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan and Corey kick things off by discussing Argentine President Javier Milei's incendiary speech at the recent World Economic Forum in Davos, Switzerland. They start by quoting some passages from it and covering the main themes – from the negative consequences of government intervention to potentially abolishing the central bank. After, they talk about why this type of rhetoric from a politician would never fly in the U.S., even though it reflects a lot of people's feelings.

Next, Stansberry Research Director of Research Matt Weinschenk joins the conversation and elaborates on what type of investor he considers himself to be. He brings up value investing, the importance of bottom-up business-quality analysis, and how he uses quantitative tools to find the best businesses.

Matt then explains the "Stansberry Score," which ranks nearly 5,000 stocks from first to last. It assigns each stock both an overall number and letter grade, plus letter grades for financials, capital efficiency, and valuation. Investors can use it to check ratings on stocks they may be interested in, or they can use it to find hidden gems. If you're interested in learning more about this tool and trying it for free, you can check it out at StansberryAnnouncement.com.

Matt also goes into detail on The Quant Portfolio. This new portfolio is fully optimized and uses Stansberry Score data to evaluate each stock. Entirely using computers and algorithms, it looks at the relationships between each stock and picks out the best ones that will work together to provide the highest returns. And so far, it's blowing the market out of the water! Matt emphasizes that in the past two years of live testing, The Quant Portfolio is up 20%, while the market is only up 5.

Lastly, Matt talks all things econometrics – what it is, whether it's worth studying, and its interplay with machine learning.

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
0:05.0	and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the
0:10.5	Stansberry Daily Digest. Today we'll talk with Stansberry Research Director of Research, Matt
0:15.4	Weinshank. And today, Corey and I will talk about Argentine President Javier Malay's wonderful speech recently at the World Economic Forum in Dava.
0:26.1	And remember, if you want to ask us a question or tell us what's on your mind, please email us at Feedback at InvestorHour.com.
0:33.4	That and more right now on the Stansbury Investor Hour.
0:40.9	Is it Argentine or Argentinian? I've heard both. I don't know. I even Googled it and I still don't know.
0:47.8	Argentine? I'm not sure. I'm not that cultured. Getting past that, it was pretty amazing, wasn't it,
0:58.5	that speech. And by the way, excellent piece that you wrote about it. I really enjoyed that.
1:03.7	Oh, thanks. Yeah, that was in the digest last week. Generated a lot of feedback there,
1:08.1	so I'm glad we can talk about it a little more as well yeah you know
1:11.4	people generally don't want to hear politics but every now and then a political issue pops up
1:18.1	and they and they really respond to it um enthusiastically i mean that the credit credit goes to you
1:25.7	also in addition to malay who of course he's this libertarian guy who has been elected president of Argentina, of all places.
1:36.7	Like, you know, the last place on earth that you would expect this to happen, but perhaps one of the places on Earth that most desperately
1:46.3	needs it, of course.
1:48.6	And I mean, the things that he says about government, like a lot of them are profane.
1:54.5	You can't repeat them.
1:56.9	You know, the things he says.
1:59.0	Yeah, I mean, I likened it to like the people of Troy letting in, you know, the Greek army with him being in the Greek army without even needing the Trojan horse, you know, into Davos.
2:10.6	And I think Bill Bonner said, like, he was like, he wrote, like, it was like Daniel walking into the lion's den.
2:16.4	The things he was saying like you said
	...

Please login to see the full transcript.

Previous episode | Next episode

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.