Épisodes

  • Bitcoin's Infinite Money Hack Explained
    Jul 15 2025

    Is Wall Street quietly printing money using Bitcoin?

    In this episode, Matt Weinschenk unpacks the rise of Bitcoin Treasury Companies—public firms like MicroStrategy using corporate debt and financial engineering to amplify their exposure to crypto.

    Joined by Stansberry's crypto expert Eric Wade, the episode dives into how this high-risk, high-reward trend is playing out—and whether the strategy is sustainable in a volatile market.

    Inside the Episode:

    • How MicroStrategy turned corporate cash into a multi-billion-dollar Bitcoin play

    • The concept of the Bitcoin premium—and why it doesn't always last

    • The surge of copycat firms leveraging Bitcoin for stock price gains

    • Why leverage and hype could be setting up a crypto stock bust

    • Eric Wade's take: When crypto stocks make sense—and when they don't

    • Four key rules for evaluating Bitcoin-backed equities

    • What happens when debt-fueled crypto strategies start to unwind

    Whether you're a crypto enthusiast or a cautious investor, this episode reveals how debt, hype, and Bitcoin are colliding on Wall Street—and what it means for your portfolio.

    📈 Get Free Research & Tools:
    Explore real-time market analysis and investing insights at stansberrydigest.com

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    16 min
  • Rate Cuts, Inflation & Market Mayhem: Is the Fed Still Independent?
    Jul 15 2025

    A handwritten note from Donald Trump to Fed Chair Jerome Powell is shaking Wall Street—and could mark the beginning of a major shift in U.S. monetary policy.

    This week, Stansberry's own Dan Ferris joins Matt Weinschenk to break down the political and economic implications of Trump's push for interest rate cuts ahead of the 2025 election. Could this undermine the Federal Reserve's independence and trigger short-term market gains… but long-term economic damage?

    Inside the Episode:

    • What Trump's private message to Powell means for future rate policy

    • Why lower interest rates might temporarily boost stocks—but at what cost?

    • The inflationary risks of political interference in central banking

    • Historical lessons: from Paul Volcker to modern-day monetary regimes

    • Dan Ferris on why the Fed "breaks everything it touches"

    • How to position your portfolio if rate cuts come fast and furious

    Whether you're trading the headlines or investing for the long term, this is a must-listen breakdown of one of the most critical economic stories of 2025.

    📈 Get Free Research & Tools:
    Visit stansberrydigest.com for real-time trade ideas and investing insights.

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    15 min
  • IPO Stocks Are Doubling in a Day (But There's a Catch)
    Jul 15 2025

    The IPO market is back—with dot-com-era energy.

    In this episode, Matt Weinschenk and longtime tech IPO analyst Lou Basenese break down the 2025 surge in new listings and reveal how to play the frenzy strategically.

    In This Episode:

    • CoreWeave, Circle, eToro & more — What's driving triple-digit first-day pops in AI, crypto, and fintech IPOs

    • The data you need — Insights from Prof. Jay Ritter's 40-year IPO study: why most hot debuts fade within 3 years

    • Lou's 5-factor IPO checklist — A simple framework to assess any new listing: age, revenue, growth, profitability, and valuation

    • Buy after the pop? — How to enter post-IPO trades with a margin of safety

    • Upcoming opportunities — Why Lou's watching Revolut and the next wave of data center plays

    • Macro signals — Market risks including frothy tech multiples, tariff fears, and Bitcoin sentiment

    • Tactical advice — Lou's defensive-but-bullish strategy: from overlooked semiconductors to energy value stocks

    If you're excited about the IPO wave but cautious about chasing hype, this episode gives you the tools to trade smarter.

    📈 Free Tools & Research:
    Get valuation tools and trade ideas at stansberrydigest.com

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    20 min
  • Nuclear Energy Stocks: Why Data Centers May Spark a Uranium & SMR Supercycle
    Jul 15 2025

    As artificial intelligence drives up demand for electricity, the U.S. is quietly turning back to nuclear—and investors are taking notice. In this episode, Matt Weinschenk unpacks why the next clean-energy boom may be fueled by uranium and small modular reactors (SMRs).

    Inside the Episode:

    • Oklo's breakthrough — How a truck-sized SMR won a Pentagon contract and what it signals for the next wave of nuclear developers

    • The AI-energy link — Why data center expansion is creating a power crunch and reviving interest in zero-carbon baseload options

    • Investment pathways — Three strategies to tap the nuclear resurgence:

      • Large utilities like Constellation Energy (CEG)

      • Pure-play SMR innovators including Oklo (OKLO)

      • Uranium miners & ETFs with leveraged upside

    • Macro tailwinds — Trump's pro-nuclear policies, global uranium supply constraints, and the "Sell America, Buy Nuclear" thesis

    Whether you're tracking the AI infrastructure boom, the future of clean energy, or looking for durable long-term trades, this episode makes the bullish nuclear case clear.

    📈 Bonus Resources:
    For daily market research, free nuclear stock reports, and updates on SMR development, visit stansberrydigest.com

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    9 min
  • $5000 Gold Is Coming - Here's How to Play It
    Jul 15 2025
    Gold could be headed toward $5,000—and possibly $6,000—if current macro and technical trends hold. In this episode, Stansberry Research's Matt Weinschenk and trading expert Greg Diamond break down why precious metals may be entering a historic bull market and how investors can prepare. Inside This Episode: The "Sell-America" Trade — How tariffs, rising U.S. debt, and foreign Treasury dumping are pushing investors out of dollars and into gold Record central-bank buying — India, China, Poland, and others continue a third year of massive gold reserve accumulation Stagnant gold supply — Why flat mine production could lead to a classic supply squeeze Simple price mechanics — How a weakening dollar supports rising bullion prices Then, Greg Diamond shares a technical roadmap: Breakout setup — A rare "turtle market" pattern with a projected move toward $6,000 by 2027 Tactical tools — When to use GLD, GDX, GDXJ, or NUGT based on your risk level Risk management — How to protect gains in volatile gold moves 00:00 – Intro & Why Gold Is Back in Focus 00:50 – "Desperation" Buying: What's Driving the Gold Rush 01:46 – The U.S. Debt Spiral & the "Sell-America" Trade 02:45 – Broken Bond-Dollar Link: Why Yields Up ≠ Strong Dollar 03:18 – Gold vs. Dollar: The Mechanical Relationship 03:58 – Central-Bank Gold Hoarding Hits All-Time Highs 05:45 – Perfect-Storm Economics: Surging Demand, Flat Supply 06:28 – Fundamental Target: Why $5,000 Gold by 2026 Looks Plausible 06:50 – Technical Deep-Dive Begins (Guest Greg Damon) 07:36 – Short-Term "Buy-High, Sell-Higher" Setup & Key Support 09:20 – Q&A on Support, Breakouts & Market Psychology 10:55 – Long-Term Elliott-Wave Map to $6,000+ 12:25 – Trading Toolkit: GLD, GDX, GDXJ, NUGT Explained 13:45 – Risks of Leveraged ETFs & Final Takeaways 14:22 – Free Resources & Weekly Gold Updates (Subscribe!) 📈 Get Free Research & Alerts: Visit https://stansberrydigest.com for updated gold reports
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    15 min
  • Billions for AI Chips: Why Cloudflare Could Be the Dark-Horse Winner
    Jul 15 2025

    Big Tech is ramping up its investment in AI infrastructure—but which companies are poised to profit most as AI moves from hype to real-world utility?

    In this week's episode, Matt Weinschenk and tech investor Josh Baylin analyze the multi-billion-dollar bets shaping the future of artificial intelligence, from Apple's ecosystem shift to Nvidia's data-center dominance.

    Topics Covered:

    • Apple's AI pivot — Why opening its AI models to third-party developers may be Apple's boldest move since the App Store

    • Google's counterstrike — New AI search, video generation tools (Veo, Flow), and an AR glasses reboot

    • Nvidia's inference wave — What 73% data-center growth says about the AI deployment phase

    • Cloudflare's quiet edge — How this under-the-radar player could benefit as AI workloads shift to the network edge

    • Beyond chatbots — Why embedded AI tools (not standalone assistants) may drive the next wave of profits

    Want more insights?
    Get free stock market research at https://stansberrydigest.com

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    18 min
  • Trump's Tariff Pause Ignites 'Everything Rally' — But One Retail Stock May Be the Real Winner"
    Jul 15 2025

    The markets are soaring after Trump's 90-day tariff pause, with every major sector gaining more than 4%. But is this rally built to last—or just a panic-fueled bounce? And more importantly, which stocks could benefit most if tariffs truly stay lower?

    In this episode, Matt Weinschenk breaks down:

    • What the China tariff freeze and a new U.K. trade deal actually mean for markets

    • Why investors staged a broad-based buying spree across all sectors

    • The strange divide between strong retail sales and weak consumer sentiment surveys

    • Why S&P 500 earnings forecasts are still shrinking despite the rally

    • One overlooked discount retailer that may rebound sharply—and how to track its performance using the free Stansberry Score

    Stay tuned to the end of the episode to get the stock ticker and learn how to follow it.

    Resources & Links:

    • Get deeper macro research at: https://stansberrydigest.com

    • Subscribe for more market insights

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    5 min
  • The Federal Reserve Holds Interest Rates but Warns of Stagflation - What Investors Should Watch Now
    May 13 2025

    The Federal Reserve kept interest rates unchanged yet flagged rising stagflation risk, pitting its dual mandate against tariff-driven inflation and recession fears. In this episode of This Week on Wall Street, Matt Weinschenk explains:

    • How the Fed's "higher unemployment + higher inflation" warning changes the outlook
    • Why futures markets may be overpricing three 2025 rate cuts
    • The tug-of-war between hard data (low unemployment, 2.3 % inflation) and gloomy sentiment surveys
    • How tariffs distort trade-deficit numbers—and what that means for growth
    • A simple bond-market signal (the 2-year yield) that often front-runs Fed moves

    Stay informed with free research at https://stansberrydigest.com/

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    7 min