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Investors MarketCast

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The Investors MarketCast from the Stansberry Newswire team is your directaccess to the latest events and forces shaping the world’s financialmarkets. Each week veteran market analysts and traders Scott Garliss, GregDiamond, and John Gillin talk trends, investment ideas, and developingeconomic news to give you the information edge you need to make money intoday’s stock market and avoid unnecessary risk. Scott, Greg, and John haveover 60 years combined experience trading stocks, bonds, commodities,options, and currencies with some of the biggest Wall Street firms inexistence. They reveal what’s really going on behind-the-scenes on WallStreet, so you can profit on Main Street.

The Investors MarketCast from the Stansberry Newswire team is your directaccess to the latest events and forces shaping the world’s financialmarkets. Each week veteran market analysts and traders Scott Garliss, GregDiamond, and John Gillin talk trends, investment ideas, and developingeconomic news to give you the information edge you need to make money intoday’s stock market and avoid unnecessary risk. Scott, Greg, and John haveover 60 years combined experience trading stocks, bonds, commodities,options, and currencies with some of the biggest Wall Street firms inexistence. They reveal what’s really going on behind-the-scenes on WallStreet, so you can profit on Main Street.
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Location:

United States

Description:

The Investors MarketCast from the Stansberry Newswire team is your directaccess to the latest events and forces shaping the world’s financialmarkets. Each week veteran market analysts and traders Scott Garliss, GregDiamond, and John Gillin talk trends, investment ideas, and developingeconomic news to give you the information edge you need to make money intoday’s stock market and avoid unnecessary risk. Scott, Greg, and John haveover 60 years combined experience trading stocks, bonds, commodities,options, and currencies with some of the biggest Wall Street firms inexistence. They reveal what’s really going on behind-the-scenes on WallStreet, so you can profit on Main Street.

Language:

English

Contact:

410-864- 1783


Episodes

Chaos Creates Opportunity

10/16/2018
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On this week's Stansberry Investors Marketcast, Scott, John, and Greg recap last week's market turmoil. John begins by saying that spiking Treasury rates were the main culprit, while China tensions did not help. Scott and Greg discuss how the selloff was driven by the quants, and how they had to sell at each level. The Fed continuing to raise rates heightened fears of borrow costs, much to the dismay of President Trump. Scott, John, and Greg discuss how this may lead to "misallocation" of...

Duration:00:40:07

Spike In Interest Rates Causes Stocks to Stumble

10/9/2018
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This week, Scott, John and Greg discuss last week's market movers, with the Dow remaining flat while the S&P 500 ticked downward. Small caps, the FAANG trade, and global markets were hit hard, and money found its way into financial names. Bond yields spiked last week on the back of strong economic data and positive commentary about the economy's strength. Almost all Fed speakers talked up growth last week, but Scott says that the comments that stood out came from Chairman Jerome...

Duration:00:42:23

The Biggest Winners in Another Blockbuster Earnings Season

10/2/2018
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John and Scott open this week's Stansberry's Investor's Marketcast by talking about this week's Stansberry Vegas conference. John runs through an awesome lineup of speakers and Scott offers free hugs for anyone that stops by. Scott breaks down the two big moves the Fed made last week, from raising rates 25 basis points (expected) to removing accommodative language from their outlook going forward (still no huge surprise). “The bigger thing was what Howell had to say about the economy… he’s...

Duration:00:28:02

Why Doctors May Soon Prescribe Apple Watches

9/25/2018
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After a week where the Dow and S&P 500 hit new records, John gives Scott kudos for calling it as he breaks down the rally by sector. Financials, energy, and industrials led the way while tech was off slightly. Scott takes the kudos – and argues that the rally isn’t over yet. “We’re going even higher.” The 10-year ticked up slightly past 3%, which is fuel for any rally since in John’s words “financials love that – that’s net interest income, net interest margin, that falls right to the...

Duration:00:34:41

The First Crack in the Bull Market: Emerging Markets

9/19/2018
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After another positive week for equities, John recaps the winners and losers, from telecom, energy, tech, and industrials’ strength to the surprising weakness of big banks, thanks to a spike in the 10-year Treasury yield, and a last week that sent some of their investors running for the hills. Of course, what really drove markets this week were tariffs – specifically, the 10% tariffs on $200 billion worth of Chinese goods. Scott and John discuss the newest headlines from the U.S. – China...

Duration:00:33:32

Tech Props Up U.S. Markets – But For How Long?

9/11/2018
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The picnic continues for U.S. equities this week – even as global markets, in John’s words, “continue to be awful” with the London Exchange down 2% for the week with Germany giving back 3%. Both those markets are down for the year – but they’re getting off relatively easy compared to Shanghai, down more than 16% for 2018. Yes, the S&P 500 gave back 1% while the Dow was off a fraction – and the Nasdaq 100 even lost 3% – but all those indexes are still up for the year, including the Nasdaq...

Duration:00:37:58

Why the Next Four Months Favor the Bulls

9/5/2018
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In a week where the Nasdaq, Russell, and S&P 500 all made all-time highs – and Amazon roared past the $2,000/share mark to become history’s second trillion-dollar company – John, Scott, and Greg break down the events that made last month the best August for markets since 2014. Scott pegs trade negotiations as having been the single biggest event last week, with a deal with Mexico fueling a round of Wall Street optimism for a subsequent breakthrough with Canada – that is before the...

Duration:00:54:15

Why China’s Yuan Support Will Rally the Markets

8/29/2018
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Scott Garliss and Greg Diamond launch right into a recap of last week's winners amid new all-time highs for the S&P 500, the Russell, and the Nasdaq – and why the defensive names sold off amid the rally. Scott lists the best-performing sectors of the week, including two that surprisingly bested tech, and why gold and oil saw even stronger rallies. Going over the big news and events from last week, Scott and Greg discuss the Mueller investigation, and the market’s reaction to Paul Manafort...

Duration:00:34:26

Why a U.S./China Trade Resolution Bodes Well for Stocks

8/21/2018
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On a week where the Dow tacked on another 1.4%, Scott Garliss, John Gillin and Greg Diamond make sense of the “Walmart Week” amid securities’ relative strength vs. oil and gold’s woes, while other commodities like copper slip into an undeniable bear market. The hosts jump into the new developments in the China trade war. Emerging markets continue to suffer, with Shanghai down 4.5% for the week. Scott talks about how the trade war is affecting institutional investors, and how that could move...

Duration:00:35:57

Why Tesla Is a 'No-Trade' Stock

8/14/2018
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John dubs this episode “Hot Spots” because of the deep dive they take into geopolitical flare-ups, starting with Turkey. John notes the good thing about currency devaluations – that they’re nothing we haven’t seen before. “We’ve had currency problems before… the Russian ruble’s always been a problem, and even three years ago the Chinese yuan when they devalued.” So with each of these currency bombs, there’s a script to follow – “Who is holding the old maid?” Scott points out a silver...

Duration:00:36:10

What Apple’s $1 Trillion Milestone Means for Markets

8/6/2018
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On this week's Investor's Marketcast, John Gillin and Greg Diamond get right to Apple’s $1 trillion accomplishment last week as the first company to reach a trillion-dollar valuation. John puts $1 trillion in perspective. “If you were to stack one-dollar bills on top of one another, $1 trillion would stretch 67,866 miles.” John asks Greg what this could mean in the markets, and expresses his own concerns about the markets becoming overcrowded in a few names. Then it’s time to make sense...

Duration:00:30:27

Protect Your Portfolio from Looming "Tech Wreck"

8/1/2018
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On this week's Investor's Marketcast, the hosts welcome Meb Faber, co-founder and CIO of Cambria Investment Management. Meb has been featured in the New York Times, the Wall Street Journal, and was a speaker at last year's Stansberry Research Conference in Las Vegas. Meb shares his origin story – a long, winding road full of tiny decisions that seemed miniscule at the time but momentous in retrospect. An engineer by training, he went to work at a biotech mutual fund through a quirk of fate...

Duration:00:49:05

Forget Retailers: Here's Why Tech Suffers Most from Trump's Tariffs

7/24/2018
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On this week's Investor's Marketcast, John Gillin and Scott Garliss welcome on Dan Ives, Chief Strategy Officer and Head of Technology Research at GBH Insights. Dan is a highly regarded tech analyst, and may be best known for his Wall Street-high price target on Netflix, predicting its stock will hit $500 as a “virtuous cycle” picks up. Scott and John ask Dan about the current growth picture in the U.S., and in the technology sector specifically. Dan explains why current growth stories are...

Duration:00:30:14

Why Tech Keeps Dominating the Broader Bull Market

7/17/2018
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Your Marketcast hosts recap last week's market movements. Scott notes that the gains are concentrated around a small group of stocks – AMZN up 55% for the year, and NFLX almost 100%, as the tech-laden Nasdaq outpaces the S&P 500 this year by almost 3-to1. Scott and John discuss what that could mean for the S&P 500. “You could see it go as high as 2850.” John brings up BlackRock CEO Larry Fink’s warning that tariff turmoil could lead to a 10%-15% market rout. Scott breaks down some numbers...

Duration:00:32:01

Why "Late Cycle Sectors" Are Piling Into This Bull Market

7/12/2018
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John and Scott recap the week that was – a solid week for the S&P 500 and an even better week for the tech-heavy Nasdaq, with small-caps outpacing both – and John notes how “late cycle” sectors – the areas that usually tag along towards the end of bull markets – are up as much as 10% over the last month. The hosts discuss last week's jobs report, why an official uptick in unemployment is, counterintuitively, a good thing, and why it sent the market rallying for a second straight day in the...

Duration:00:35:02

Why Markets Are Confirming Trump’s Trade War Advantage

7/3/2018
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Markets dip a little on rumbles of a trade war escalation, a slight downward revision for GDP growth figures, as well as big banks’ stress tests. John reveals the main bright spot this week for markets: a comprehensive capital analysis review straight from the Fed that sets up a handful of the big banking stocks to dramatically ramp up their stock buybacks and dividends – more than $110 billion from the top four banks alone. John makes a prediction about the latest volley in the trade war –...

Duration:00:43:48

21: Crypto-Bust: Why Bitcoin is Headed Under $1000

6/26/2018
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The spread between the Euro and Dollar is getting wider and could put pressure on any QE tapering proposed in the Eurozone. Scott tells you why the next 12 to 18 months are going to be quite volatile with a combination of monetary policy manipulation and trade wars weighing on the markets. Greg reveals that the Bank of International Settlements (BIS) just published a report stating that global banks may not be reporting the exact value of assets on their books. Sound familiar? John asks...

Duration:00:40:53

20: Signs of a Recession and How to Play a Market Top

6/19/2018
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Since 2008, the global monetary system has sent trillions coursing through economies on a one way bet for growth. What happens when it all starts to unwind? John and Scott wonder what the Eurozone will look like next year as a breakup of the euro is being tossed around, refugee issues boil over, and QE comes to an end. How does it all impact the US dollar and your investment in equities? AT&T and Comcast are taking on crazy amounts of debt to further their M&A activities. Trillions in...

Duration:00:35:57

19: A Pivotal Week for Markets, Apple’s Innovation Problem, and Bitcoin Blues

6/13/2018
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It’s a big week in the markets in the wake of the G7 Summit, upcoming Fed meeting, the Trump and Kim get together, and pending AT&T / Time Warner deal. John notes that the dreaded algos are squeezing shorts and he asks Greg about the bounce back in retail names. Are investors digging for value? A revolution in the entertainment business continues with Apple and Facebook hiring new content creators. Disney pulls all their work from Netflix as M&A in this sector is heating up at the same...

Duration:00:34:44

18: Technology Sector Growing While the Rest of Market Responds to Tariffs

6/5/2018
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What do the political changes in Italy and Spain mean for the U.S. markets? Is Italy likely to stay in the Eurozone? Scott points out the one country that is always hit hard in choppy European markets. What are the important developments in any supposed "Trade War?" John asks Scott why steel was the target for tariffs when it’s such a small percentage of imports. John talks about the backlash from Mexico and Canada over NAFTA disagreements and he asks Scott why President Trump seems to be...

Duration:00:29:48