Zombie Companies, The Amazon Effect, and ETFs

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

🗓️ 18 February 2021

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Is Bitcoin going to continue to climb, or has it already reached its peak? Dan reflects on the reflexivity of some of these gangbuster stocks. He also shares his must-read pick for financial history books, and not just for great topics of conversation at parties. Then, Scott Helfstein, executive director of Thematic Investing at ProShares, joins Dan to talk about the ever-evolving trends of ETFs. While Thematic Investing seems to have become a new buzz word, Scott argues that the term originated inside ETF trading and Thematic is just the next evolution. Scott also breaks down key sectors that he thinks were transformed by the pandemic in 2020. And finally, on the mailbag this week, Dan answers additional questions about Bitcoin and confronts a staggering accusation of not being humble. Listen to their conversation and much 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 Investor Hour.com.
0:23.8	Here's your host, Dan Ferris.
0:26.3	Hello and welcome to the Stansberry Investor Hour.
0:29.4	I'm your host, Dan Ferris.
0:31.2	I'm also the editor of Extreme Value published by Stansberry Research.
0:35.9	And don't forget, Trish Regan is now part of the Stansberry family.
0:39.5	Check out her podcast, American Consequences, with Trish Regan.
0:43.8	The link will be in the description of this episode.
0:47.1	Today, we're going to talk with Scott Helfstein from ProShares, the ETF company.
0:54.0	Hey, seems like a good time to talk to somebody
0:56.4	about ETFs given the rise of passive investing. This week in the mailbag, it's Bitcoin, Bitcoin,
1:03.7	and more Bitcoin. In my opening rant this week, I'll talk about the Amazon effect,
1:08.5	Bitcoin copycats, and George Soros' theory of reflexivity, whatever
1:13.4	that might mean.
1:14.8	That and more right now on the Stansbury Investor Hour.
1:20.7	All right, let's start with the George Soros theory of reflexivity.
1:26.3	If you've ever read George Sorrows, The Alchemy of Finance,
1:29.9	or I think a better source is Soros on Soros, staying ahead of the curve, which is really a book
1:36.1	length interview with Soros on all kinds of stuff, not just investing. So if you've ever read
1:42.5	either one of those, this sounds familiar to you.
	...

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