Editor’s Note: On Tuesdays we turn the spotlight outside of Porter & Co. to bring you exclusive access to the research, the thinking, and the investment ideas of the analysts Porter follows personally.
If you’re new to Porter & Co. and want to find out more about Spotlight or want access to all past issues, click here.
I’ve been a fan of George Gammon’s work for years now and I love what he’s doing over at Rebel Capitalist Pro.
He’s pulled together a stable of the sharpest minds in finance – a rogue collective of original, independent thinkers.
The kind of people who do the rarest thing in this business: think critically about our money, our financial system… and our country itself.
George and I have been warning about the same endemic problems quietly corroding America’s economic foundation…
So I thought it was high time I invited him onto the Black Label Podcast. And, boy, we really went to the mat!
We sparred over whether a U.S. default is inevitable, how exploding deficits and unfunded promises are bulldozing the bond market, and what financial repression really looks like.
We even war-game a few “black swans” that could dive-bomb the next 12 months. If you haven’t seen it yet, here’s the full episode.
It’s probably the fiercest debate I’ve had with any guest so far. And I loved it. To paraphrase the great historian Edward Gibbon, I only argue with people whose opinions I respect.
The podcast is a table-setter for something a bit different.
Normally, we like to showcase great writing from our guests. But George’s best work is when the camera’s rolling. That’s where he’s in his element, mixing it up with some of the smartest analysts around.
And today’s Spotlight is a gem:
A live, no-notes Q&A with Lyn Alden, Chris MacIntosh, Jason Hartman, Patrick Ceresna, Brent Johnson and host Gene Morris…
They bounce from the deficit/liquidity cycle and what it means for your portfolio… to where the dollar could break next… to what’s going on with Bitcoin and gold… to why platinum’s been on a tear.
Along the way, you’ll pick up specific trade ideas, real-world hedges, and a few contrarian ideas you won’t hear anywhere else.
If you want to know how all this stuff could impact you and your money, make time for it. Click here or on the video image below to watch it now.
I’m sharing George’s work because he has his finger on something many of us feel right now…
The cracks in America’s financial system aren’t just hairline fractures anymore. They’re shearing apart. And when they give way, you’ll want to be ready for what comes next.
That’s what Rebel Capitalist Pro is all about… you’re not just hearing George’s take on the big macro shifts, you’re plugged directly into what he and his team are doing in real time.
The trades they’re making, the hedges they’re building, and the exact strategies they’ll use to turn the chaos into opportunity.
It’s a unique combination that works… part hard-nosed research, part contrarian brain trust… and totally focused on helping you survive (and thrive) in the strange economy we’ve landed in.
Good investing,
Porter Stansberry