Two Experts Reveal Their Bullish Picks - AI, Energy, and More
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 12 September 2023
⏱️ 62 minutes
🧾️ Download transcript
Summary
On this week's Stansberry Investor Hour, Dan and Corey are joined by two of their Stansberry Research colleagues, Matt McCall and Brett Eversole. But first, Dan and Corey kick off the podcast by discussing three famous investors who all made headlines recently for giving negative future market outlooks.
Brett and Matt join the conversation by talking about why they're bullish right now. Matt notes that the reason 2022 was so brutal for investors was because of the Federal Reserve rapidly raising interest rates. While one more small rate hike before the year's end is possible, Matt still thinks the rate cycle is nearly over. This would, in turn, be good for equities and move the markets higher.
Then, Brett shares some of his AI-industry favorites... and notes that the market as a whole has the potential to massively increase productivity, leading to increased margins. Specifically, Brett believes there's a structural change happening in the companies that make up the stock market.
Finally, Brett and Matt talk briefly about housing supply and homebuilders before launching into the energy sector. Brett emphasizes that while there's a push for green energy, we're going to need fossil fuels for a very long time. Plus, Matt highlights the problem of many renewable-energy projects being completely built but unable to get onto the energy grid because the grid is so old.
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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. |
| 0:10.0 | And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today, Dan interviews our colleagues, Brett Eversall and Matt McCall to get their latest stake on the market. |
| 0:20.0 | And today we'll talk about AMC |
| 0:22.3 | entertainment and three famous investors who have come out with some kind of bad news for us. |
| 0:28.5 | And remember, if you want to ask us a question or tell us what's on your mind, email us at |
| 0:32.5 | Feedback at InvestorHour.com. That and more right now on the Stansberry Investor Hour. I just feel like I always |
| 0:42.4 | have to talk about AMC. Every time they come out with a new filing, I say, really? They really did that? |
| 0:50.3 | Like, they just filed a prospectus to issue 40 million more shares. |
| 0:56.9 | It would basically take their share count up another 25%. |
| 1:01.1 | And it's already increased like 29 fold in the past like three and a half years or so. |
| 1:08.0 | It's unbelievable. |
| 1:09.1 | Yeah. |
| 1:10.1 | The stock's down 98% from the meme stock high of June 2021. |
| 1:14.4 | Right, 98% and we're still trying to do something. |
| 1:19.3 | I don't know what they're doing. |
| 1:20.9 | Yeah, we're still issuing. |
| 1:23.6 | And I don't know, if anything, it shows you just how unbelievably potent the meme stock phenomenon |
| 1:33.4 | was because these guys should have just been headed for bankruptcy three four years ago and yet |
| 1:38.6 | the meme stockers got in it they caused a huge short squeeze and then they thought they were |
| 1:44.1 | going to |
| 1:44.3 | cause an even huger one, and they never quite did. And I bet some of them have hung on |
| 1:51.7 | the whole way down. I know some of them have probably averaged down. And now they're down 98%. |
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