The Recent Downturn Is Actually a Growth Reset

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

🗓️ 24 March 2025

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Matt Weinschenk back to the show. Matt is the director of research at Stansberry Research. He's also the editor of the free weekly newsletter This Week on Wall Street and a member of the investment committee for Stansberry Portfolio Solutions.

Matt kicks things off by describing what he does at Stansberry Research and what type of investor he is. Because his career began right before the great financial crisis, he says he tends to lean more conservative. This leads to a discussion about controlling risk, preparing for market surprises, and needing to "get slapped in the face a few times" to understand the stakes. After, Matt gives his nuanced take on crypto – from its use for diversification to the "scam" meme coins. (1:39)

Next, Matt weighs in on artificial intelligence ("AI") and the huge amounts of capital flowing into the sector. He explains that there are safer ways to invest in AI than buying the headline-making names, using Nvidia versus Cisco Systems as an example. And he points out that even if AI is currently experiencing a bubble, the technology will both benefit the economy and make companies more productive in the long term. (21:40)

Finally, Matt goes in depth on the current macroeconomic environment and his outlook for the future. This includes President Donald Trump's tariffs disrupting specific industries, what the VIX and high-yield credit spread are signaling, fears of a recession, and the bond market expecting a growth slowdown. (37:46)

Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value
0:06.2	and The Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the
0:11.9	Stansberry Daily Digest. Today we talk with our director of research, Matt Weinstein.
0:17.4	I've known Matt for many years. He is the person I report to in the organization.
0:22.8	And so I'm going to have a great chance to butter up the boss here and pick his brain and find out
0:28.0	what's in there about the current investing environment and beyond. Let's talk with Matt Wineshank.
0:34.0	Let's do it right now.
0:43.4	For the last 25 years, Dan Ferris has predicted nearly every financial and political crisis in America, including the collapse of Lehman Brothers in 2008
0:48.5	and the peak of the NASDAQ in 2021. Now he has a new major announcement about a crisis that could soon threaten the U.S. economy
0:55.9	and can soon bankrupt millions of citizens. As he puts it, there is something happening in this
1:01.4	country, something much bigger than you may yet realize, and millions are about to be blindsided,
1:06.6	unless they take the right steps now. Find out what's coming and how to protect your portfolio by going to
1:12.2	www. www. American Darkday.com and sign up for this free report. The last time the U.S. economy
1:19.2	looked like this, stocks didn't move for 16 years, and many investors lost 80% of their wealth.
1:25.6	Learn the steps you can take right away to protect and potentially grow your holdings
1:29.4	many times over at www.
1:32.6	American Darkday.com.
1:39.3	Matt, welcome back to the show.
1:41.5	Nice to see you.
1:42.4	Nice to see you, Dan, Corey.
1:44.0	Now, you know, Matt, I recognize your face and your name is somewhat familiar to me, but maybe tell our listeners who you are again and remind me who you are again. Oh, I thought I'd get an intro. I got to come up with my own. Let me see. So I am the director of research here at Stansbury Research.
2:02.1	I worked with Doc.
	...

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