Where to Find Big Gains in Resource 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

🗓️ 13 May 2021

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the final stages of the bull market, thoughtful investing is typically replaced with reckless speculation...

And today, we're seeing warning signs in nearly every corner of the market...

Investors everywhere are throwing caution to the wind in hopes of finding the hottest tech stock, SPAC offering, or cryptocurrency that'll help them get rich quick...

So that's why this week, Dan is bringing the listeners back down to Earth by focusing on a corner of the market that fuels nearly every other industry, but has recently been forgotten by most of the financial media...

On this week's episode, Dan invites Rick Rule of Sprott Inc. onto the show to talk about natural resource investing.

Rick began his career in the securities business in 1974 and has been principally involved with natural resource securities ever since. Over his long career, Rick has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies.

Today, Rick is widely regarded as one of the most accomplished natural resource investors on the planet.

During their conversation, Rick talks about how stepping down from his position as managing director and president at Sprott has allowed him to focus more time and energy on researching potential investments in the resource space.

Rick and Dan discuss where he sees opportunity in the resource market today, including a handful of stocks from the other side of the globe that he believes are currently trading at steep discounts.

If you're okay with some riskier, higher upside plays, Rick shares the names of a few stocks which he says are "the cheapest resource stocks on the planet..."

Then on the mailbag this week, Dan answers a couple great questions from listeners who have written in...

One listener asks Dan his thoughts about a recent quote from Stanley Druckenmiller, where he discusses the possibility of the dollar losing its status as the global reserve currency...

And another listener shares what he believes is the real motivation behind the new E.S.G. investing trend....

Dan gives his thoughts on 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.
0:26.6	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 my good friend Rick Rule, which I haven't done in
0:38.4	way too long. Get your pen and paper ready. Rick will give us several names of stocks he likes.
0:45.1	This week in the mailbag questions and comments about the US dollar, treasury rates, Stanley
0:50.6	Druckman Miller, climate change, and more. In the opening rant rant this week the guy who called the dot common housing bubbles is chiming in again and you definitely want to hear what he's saying because it is huge
1:05.0	that and more right now on the Stansberry Investor Hour.
1:15.1	So who is this guy?
1:20.7	Who's the guy I'm talking about who called the dot-com and housing bubbles?
1:22.0	Actually, he's called a lot of bubbles. He was around during the the Japanese stock market bubble, and he was really bearish about that too.
1:29.2	And his name is Jeremy Grantham. And he has a firm called GMO in New York.
1:34.6	Last I looked, they were managing like some number like 18 or 20 billion. It's probably, you know,
1:40.6	triple that now. I don't know. But they manage money. They manage a lot of money.
1:45.5	And they put out a lot of good stuff. When gmo.com, there's a lot of good research to read.
1:50.6	But just recently in a business insider article, Grantham said, you know, this is eerily like
1:57.8	2000, meaning the current episode looks a lot like the dot com bubble to him.
2:06.0	And he's got these four, they said four indicators in this article, but it's really four markets,
	...

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