The Tariff Drama Is Temporary – But AI Is Here to Stay

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 April 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Rob Spivey back to the show. Rob is the director of research at our corporate affiliate Altimetry. With both buy-side and sell-side experience, he offers his unique perspective on the markets today.

Rob kicks off the show by describing how Altimetry uses "Uniform accounting" to get a better sense of a company's financials and the health of the U.S. market as a whole. This leads to a conversation about corporate profitability, credit risk, and the future of AI. Rob explains the role Elon Musk's Department of Government Efficiency is playing in implementing AI at the federal level, how AI could revamp Medicare and Medicaid, and what the fiscal multiplier effect means for government spending and AI. (1:47)

Next, Rob breaks down the entire AI ecosystem and its many parts. He cites Twilio as an example of an AI company that's leveraging this technology in interesting ways today. And he goes in depth on a hidden opportunity in AI investing: companies that are warehousing and organizing data. "Nobody's paying attention to them now," he says. Rob then covers the government's profit surplus, how it differs from China's, and how a trade war could lead to a real war. (20:56)

Then, Rob divulges America's secret weapon for corporate dominance: the Bill of Rights. He notes that it protects innovation and gives the U.S. a leg up on a global scale. After that, Rob discusses large language models and how they're trained, the usefulness of Google's NotebookLM, and the "revolution" that will be happening in AI in the next three to six months. (39:17)

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 and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with Rob Spivey of our corporate affiliate altimetry. It's been a little while since we've spoken with Rob,
0:21.9	our friend and colleague,
0:23.6	and he is a very smart guy.
0:26.3	He'll teach us about accounting and businesses that he likes.
0:30.9	And we're also going to talk about AI and Doge.
0:34.5	And he's going to make all of this make sense and put it all together for us,
0:39.4	and I can't wait for him to do it. So let's do it right now.
0:47.0	For the last 25 years, Dan Ferris has predicted nearly every financial and political crisis
0:51.8	in America, including the collapse of Lehman Brothers in 2008
0:55.3	and the peak of the NASDAQ in 2021. Now he has a new major announcement about a crisis that
1:01.2	could soon threaten the U.S. economy and can soon bankrupt millions of citizens. As he puts it,
1:07.0	there is something happening in this country, something much bigger than you may yet realize,
1:11.4	and millions are about to be blindsided, unless they take the right steps now. Find out what's coming
1:16.6	and how to protect your portfolio by going to www.com and sign up for this free report. The last time
1:25.5	the U.S. economy looked like this, stocks didn't move for 16 years,
1:29.0	and many investors lost 80% of their wealth. Learn the steps you can take right away to protect
1:34.6	and potentially grow your holdings many times over at www. American Darkday.com.
1:47.1	Rob, welcome back to the show.
1:48.6	Always a pleasure to speak with you.
1:51.5	Dan, same to you and to Corey.
1:53.5	Thanks, guys, for the time.
1:55.1	It's been a little while.
	...

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