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This week, we sit down with Richard Duncan, publisher of quarterly video-newsletter, Macro Watch.
Porter and Richard comment on China absorbing all of the world's inflation, the U.S budget deficit, how much weaker the global economy will become in the next 12 months, and the possibility for another emerging-markets bubble in the next decade.
One of Porter's good friends, Meb Faber, co-founder and CIO of Cambria Investment Management, joins us for today's show. He's one of the smartest quant investors in the world and he's been working on two new investment models. You won't want to miss what he has to say about where the best opportunities are today.
The interview was so full of ideas that Porter promised to make it easy and give you a list of links to many of the reports they talked about.
So here you go, sit back and enjoy...
Sovereign High Yield by Meb Faber
Sorting Countries by Dividend Yield
Global Investment Returns Yearbook 2011
They also agree on two books they thought were well-worth reading
Triumph of the Optimists: 101 Years of Global Investment Returns
The Outsiders
And Meb's websites are
Mebane Faber blog, Cambria Investments, The Idea Farm
Porter and I are both sick. Maybe it's time for us to start listening to our homeopathic audience... Nah, we'll stick to modern science.
Also, you'll hear Porter talk about why everyone should read newsletters... especially S&A's newsletters.
And you'll hear us talk about the new Fed Chief and why Porter will get richer regardless of money printing. And we play a few voicemails... Call us anytime at 855-727-2346 and tell us what's on your mind.
Hope you enjoy...
Our own Dan Ferris, editor of The 12% Letter and Extreme Value joins Aaron today to talk about Microsoft’s misfires and much, much more.
Dan’s research has been making the rounds of all the major financial publications this week so we asked him to join us to give you the stories behind his headlines.
They talk about the government shutdown and whether it really matter to your investments, Dan digs through the 900 pages in the new Obamacare law (you always get what you deserve) and the incredible devaluation of the dollar.
This week, we sit down with Harry Dent, Founder of HS Dent Investment Management.
This week, we asked James Gorrie, author of The China Crisis, to join our show.
Porter Stansberry, the founder of Stansberry Research and host of Stansberry Radio, hosts... himself.
Bill Laggner, the co-founder of Bearing Asset Management, a long-short macro hedger fund joins our show.
You will hear Bill tell Porter why he's building a big short position for the unwind of the sovereign crisis. They talk about the trouble with the U.S. REITS that are funding themselves in the overnight markets and how you should protect yourself.
Leverage is back and it's about to unwind... If you thought 2008 was bad, just hold on, you haven't seen anything yet.
They talk about the possibility of a Yen collapse, investing in the BRICs, and Porter asks Bill, "At what 10-year yield do the U.S. equity markets finally react to higher rates?" You won't want to miss his comments.
Then, Porter and Aaron "spitball" a great new idea that's receiving a huge amount of listener feedback
They talk about Microsoft's latest misstep, gold, Syria (are we really going to do this all over again?), and Gary writes in to tell Porter to watch his language... You can imagine how that goes.
Plus, faith-based dating sites, deleting the hate mail, and Aaron asks our female listeners to keep sending in their pictures.
This week, Michael Covel, president of Trend Following, joins our show.
This week, Radley Balko, senior writer and investigative reporter for the Huffington Post, joins our show.
This week, James Altucher sits in for Porter and joins me and our special guest Ryan Holiday.
From the publisher's feed