The Quant Approach to Innovative Investing

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

🗓️ 11 March 2021

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is gold just another "greater fool" investment?

Warren Buffett seems to think so. Or at least, he's said as much in his 2011 letter to investors, when he compared gold to the tulip bulb mania.

On this week's rant, Dan examines this point of view and explains what Buffett doesn't seem to grasp when it comes to gold...

Then on this week's interview, Dan invites Gregg Fisher onto the show. Gregg is the founder and portfolio manager of Quent Capital, an asset management firm focused on systematically investing in global innovation.

Many guests on the show fell in love with finance and investing later in life... but that's not the case with Gregg. Gregg was born into the investment business and well on his way by the time he was a teenager. By the time he left college, Gregg helped pioneer some of the quant trading strategies that are so common in the industry today.

During their discussion, Gregg explains why so many small innovative companies are often overlooked. But he stresses that if you're willing to do a little extra leg work, many innovative small caps present a massive opportunity.

By the time the interview is over, Dan is left questioning if he has enough money in small cap stocks.

Then on the mailbag, Dan fields several questions from listeners about gold, including one listener who gives a fantastic real-world demonstration of gold's long term value. Another listener writes in and shares a story of remorse for selling his Bitcoin a little too soon. Dan gives him some words of wisdom and reassures him that "we've all been there."

Listen to Dan's response to 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.
0:25.6	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'll talk with Greg Fisher from Quent Capital. Greg was born into
0:39.2	the investing business and was well on his way as a teenager. I promise you'll come away from this
0:44.3	interview wanting to own more small cap stocks. This week in the mailbag, we promised to talk about
0:51.1	listener Lance K last week and forgot to do it. I'll fix that little slip up today.
0:55.4	Listener John A is afraid he made a mistake, but I'm not so sure.
1:00.2	And listener HBS has a story to tell about gold.
1:04.2	Speaking of gold, in my opening rant this week, I want to talk about why I agree and
1:10.0	disagree with Warren Buffett's discussion of gold in his
1:13.5	2011 shareholder letter, that and more right now on the Stansberry Investor Hour. Gold, Warren
1:22.1	Buffett, what's the deal? Okay. The reason I'm talking about this is because I wrote about it
1:27.3	recently in the
1:28.2	Stansberry Digest and folks wrote in, including listener John A, who asked another question
1:35.6	that we'll deal with a little later and said, wow, I really like this. You know, I wish you'd
1:39.4	talk about this some more. So I'm going to do that because there's a viewpoint that I have about this that I don't
1:47.8	think, I'm going to doubt that you've heard it before. Just put it that way. So the first thing we do
	...

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