Stansberry Investors MarketCast
Business & Economics Podcasts
The Investors MarketCast is produced by the Stansberry Research Newswire team and is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond, and John Gillin talk trends, investment ideas, and developing economic news to give you the information edge you need to make money in today’s stock market and avoid unnecessary risk. Scott, Greg, and John have over 60 years combined experience trading stocks, bonds, commodities, options, and currencies with some of the biggest Wall Street firms in existence. The Investors MarketCast reveals what’s really going on behind-the-scenes on Wall Street, so you can profit on Main Street.
Location:
United States
Description:
The Investors MarketCast is produced by the Stansberry Research Newswire team and is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond, and John Gillin talk trends, investment ideas, and developing economic news to give you the information edge you need to make money in today’s stock market and avoid unnecessary risk. Scott, Greg, and John have over 60 years combined experience trading stocks, bonds, commodities, options, and currencies with some of the biggest Wall Street firms in existence. The Investors MarketCast reveals what’s really going on behind-the-scenes on Wall Street, so you can profit on Main Street.
Language:
English
Contact:
410-864- 1783
Website:
http://stansberrynewswire.com/
Episodes
Emerging Markets are the canary in the coal mine for a China deal.
11/20/2018
On Episode 42 of the Stansberry's Investors Marketcast, your hosts begin by recapping last week's selloff. John talks Apple's production cuts, and why it weighed on tech. Oil continues to fall, marking its sixth straight down week.
John and Scott discuss the most recent comments from trade representatives in the U.S. and China, and how each comment seems to contradict the one before it. Scott tells listeners why the Democrats winning the house could make trade negotiations even...
Duration:00:37:41
How Wall Street is Trying to Influence the Trade War
11/13/2018
This week's Stansberry's Investors Marketcast begins with host John Gillin recapping the market's "oversold bounce." John explains why the Dow was the real leader of the week, and how the other major indexes tagged along for the ride.
Greg and Scott debate the Fed's November decision to leave rates unchanged. Scott says that the decision should not have come as a surprise because the Fed has said a hike in December is going to happen, despite President Trump's attempts to influence the...
Duration:00:34:46
Why China is the Single Biggest Driver in Today's Markets
11/6/2018
In this week's episode, your Stansberry's Investors Marketcast hosts recap last week's market rebound, led by easing trade tensions and good earnings reports. John briefly recaps why retail is enjoying a renaissance.
John and Scott discuss earnings season, with 80% of S&P 500 companies having reported quarterly results so far. John notes that earnings have surpassed expectations. Scott says this is a reason to continue investing in the U.S. and points out that the S&P 500 is still...
Duration:00:40:31
These Three Things Could Spark a Year-End Rally
10/30/2018
On this week's Stansberry Investors Marketcast, John Gillin and Greg Diamond discuss last week's "brutal" markets. All the major indices suffered big losses, and bear markets are popping up everywhere. As John explains, 40% of S&P 500 companies are now in bear market territory, falling 20% from their highs.
John and Greg go over last week's economic data, and John explains why earnings and U.S. GDP are still painting a pretty good picture of the U.S. economy. Greg explains why a second...
Duration:00:28:30
How Midterms Can Send Markets Soaring
10/23/2018
Your Marketcast hosts begin this week by discussing last week's "mixed" markets, and John notes how the markets are still incredibly volatile.
Scott and John discuss China's recent bounce back, and Scott tells listeners how China is trying to support its markets and boost its economy.
Greg says that these measures are China's way of appearing to be an increasingly capitalist country, while remaining Communist. John points to the dollar/yuan relationship as a red flag and notes what levels...
Duration:00:37:15
Chaos Creates Opportunity
10/16/2018
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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