Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Biotech Investing, Erez Kalir. You can learn more about Erez here. Show highlights include: The stock Porter thinks could increase a hundredfold… How Erez and Porter met… What Erez finds curious about Trump’s financial policies… Porter asks Erez the “calamity” question… What Porter is doing with his personal assets… The Nobel prizes that created the biotech industry… What “The Paradox” is, explained… Why Porter thinks we are at the beginning of the valley of _____ … What Erez sees as having a profound effect on our economy over the next decade… Aaron’s challenge to you… The company name you won’t want to miss… And much more… Click here to listen to the full podcast now. To get Porter’s daily newsletter, go to: http://portersdailyjournal.com/. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
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1:10:14
Marty Fridson – The Dean of High-Yield Debt
Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here. Show highlights include: Why this financial instrument is better than equities… Marty’s approach to risk factors… How tariffs could impact the corporate credit market… The niche of investing that can easily yield 20% returns… Porter’s Permanent Portfolio update… Personal notes from Porter and Aaron… And much more… Click here to listen to the full podcast now. Never miss another Black Label podcast by signing up here https://porterspodcast.com. To get Porter’s daily newsletter, go to: http://portersdailyjournal.com/. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
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44:06
Mason Sexton – The New Prophecy for 2025
Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason here. Show highlights include: How Mason found his way to Wall Street… Some of the cycles Mason uses to make his predictions… New moons and the stock market… Potential key dates for dramatic market changes… Where fundamentals come up short… What Mason uses to anticipate trends… A big prediction for Trump this April… And much more… Don’t miss Mason’s latest prediction. Click here to watch it now while it’s still available. Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
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43:56
Edward Dowd – Getting Away From The Fundamentals
Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights include: Deep dive into the Covid data… The truth about Ivermectin… The real numbers that are alarming to Edward… Here is where the life insurance industry is exposed… A timely history lesson from Porter… Edward noticed this about Warren Buffett’s holdings… Aaron and Edward tackle conspiracy theories… Porter’s big idea for charity… And much more… Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
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53:56
Jim Rickards – AI, Debt, And The Global Economy
Guest: Jim Rickards Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Jim Rickards – editor of Strategic Intelligence. You can learn more about Jim’s new book, MoneyGPT, here. Show highlights include: The story of when Porter and Jim first met… What Jim sees for gold futures… Predictions for the first year of Trump’s second term… Jim’s new book on ChatGPT and its threat to the global economy… A deep conversation about AI… The ticking time bomb inside the stock market… What Porter calls “the single worst trade in the history of human capital markets”… The real problem with excessive U.S. government debt… Porter and Jim’s gentleman’s bet on Russia… Viewer letters… And much more… Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
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