David Daglio, the chief investment officer and global investment strategist of wealth- advisory firm TwinFocus, joins the show. He kicks things off by describing himself as a contrarian, and he explains that understanding who you are as a person will lead to the best investing results. After, he goes into detail on how TwinFocus looks for creative "straw hat" solutions that the market isn't seeing. Plus, he talks about risk premiums, the current opportunity in natural gas, and the 30-year discount in gold-mining stocks. (3:29) Next, David discusses the advantages and disadvantages of working a ..read more

Gary Mishuris of Silver Ring Value Partners talks about today's market being one of the most challenging periods for bottom-up investing since 2007. In terms of the quality of a business versus its stock price, there isn't a lot of opportunity right now. But he emphasizes that transparency and candor with clients is essential, as is prioritizing the long-term process over short-term performance. (5:19) Next, Gary describes what sets Silver Ring Value apart from other fund managers. He shares why he left the "sausage factory" of larger firms behind, how his firm makes money for clients rather t ..read more

Dan and Corey kick off the show by discussing inflation staying persistently higher, rampant government spending and money-printing, and the repercussions of the Federal Reserve's decade-plus of low interest rates. (0:41) Next, Cambria Investment Management's Meb Faber joins the conversation to talk about the exchange-traded funds ("ETFs") at Cambria and why the team focuses on shareholder yield when picking stocks for these ETFs. He breaks down the importance of shareholder yield in mega-bubble markets like today's and urges investors to pay more attention to it. (24:25) Meb then discusses ma ..read more

Dan and Corey kick off the show by reviewing the most recent PCE number, what's happening with inflation, and the current state of the economy. (0:41) Next, real estate expert and entrepreneur George Gammon joins the conversation and explains how he became a self-described "macro addict" without any formal education in the world of finance or economics. Plus, he discusses why he considers himself a libertarian and why most investors and billionaires would fall into this category, even if they don't self- identify as such. (21:59) Further, George describes how his investment style is influenced ..read more

Dan and Corey kick off the show by arguing against the Federal Reserve potentially cutting rates this year. They point out that inflation is persistently volatile, gas prices are soaring and hurting everyday consumers, and the Fed is "pretending that everything is OK," according to Corey. Dan also brings up the fact that 2024 being an election year may have something to do with this. (0:43) Next, Stansberry Venture Technology editor Dave Lashmet joins the conversation to discuss the biotech industry. He explains that he doesn't see biotech as a sector, and rather he looks bottom up at biotech ..read more

Dan and Corey kick off the show by discussing both bubbles and "anti-bubble" stocks. Dan mentions how the S&P 500 Index's cyclically adjusted price-to-earnings ratio, with data going back to 1871, is currently in the top 1%. He even believes this is the biggest mega- bubble in all of recorded history. (0:41) Next, Porter & Co. analyst Erez Kalir joins the conversation and shares his financial philosophy. He talks about investing legends who have influenced his investing style, the importance of avoiding labels, and how successful investing is similar to using a Swiss Army knife. Plus ..read more

Dan and Corey kick off the show by discussing famed economist Nouriel "Dr. Doom" Roubini and his current bullish stance. They explore whether Dr. Doom is correct in his optimism, if gold's new all-time highs are here to stay, and what could happen next with bitcoin. (0:41) Next, Stansberry Research editor Brett Eversole joins the conversation and talks about where he thinks stocks will go this year thanks to the election. After, he analyzes the overall health of the market using several different metrics, urges investors to invest based on the size of a company's market capitalization, gives h ..read more

Dan and Corey kick off the show by discussing Warren Buffett's recent letter to Berkshire Hathaway shareholders. In it, he honored his late colleague and friend Charlie Munger, plus gave updates on some of Berkshire's businesses. Dan and Corey also cover Apple switching its resources over from electric vehicles to artificial intelligence. (0:41) Next, Rick Rule – president and CEO of Rule Investment Media – joins the conversation. He goes into depth on models, such as the discounted cash flow model. He talks about the flaws with models, why models are only useful for apples-to-apples compariso ..read more

Dan and Corey kick off the show by discussing new highs in the S&P 500 Equal Weight Index, Japan's Nikkei 225 Index, and chipmaker Nvidia's stock. They analyze what these new highs mean, whether the U.S. is still in a mega-bubble, what's happening with the Japanese economy, and if Nvidia can continue its outperformance. (0:41) Next, Chaikin Analytics Chief Market Strategist Pete Carmasino joins the conversation and describes his investing style. He notes that he mainly looks at price. By using technical analysis and studying the fundamentals, trends, and the relative strength versus the ma ..read more

Dan and Corey kick off the show by discussing new highs in the S&P 500 Equal Weight Index, Japan's Nikkei 225 Index, and chipmaker Nvidia's stock. They analyze what these new highs mean, whether the U.S. is still in a mega-bubble, what's happening with the Japanese economy, and if Nvidia can continue its outperformance. (0:41) Next, Chaikin Analytics Chief Market Strategist Pete Carmasino joins the conversation and describes his investing style. He notes that he mainly looks at price. By using technical analysis and studying the fundamentals, trends, and the relative strength versus the ma ..read more