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This Week On Wall Street

Author: Stansberry Research

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This Week on Wall Street – Your Essential Market Briefing on What Matters Most in Markets

With a 25-year history and a trusted community of over 1 million readers, Stansberry Research empowers investors to make smarter financial decisions through in-depth, reliable research.

On This Week on Wall Street, we break down the key financial news of the week, uncovering the insights and opportunities that matter most to today's investors. Whether you're looking to navigate stock market trends, understand macroeconomic shifts, or grow your wealth, this podcast equips you with the knowledge you need to stay ahead.

Join Stansberry Research Director Matt Weinschenk and a roster of expert guests as they discuss stocks, market dynamics, and proven wealth-building strategies, all tailored for individual investors who want to make informed, profitable decisions.
15 Episodes
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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
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.
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
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
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
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
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  
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/
Warren Buffett is stepping down as CEO of Berkshire Hathaway. Discover what successor Greg Abel means for BRK stock, why Buffett picked this moment for retirement, and where intrinsic value lies, according to Buffett expert Whitney Tilson (editor of Stansberry's Investment Advisory, former hedge‑fund manager, and longtime "Buffettologist"). In this special edition of This Week on Wall Street, host Matt Weinschenk sits down with Tilson to unpack the Oracle's surprise announcement and its impact on investors.   Inside the episode: Buffett's legacy & Tilson's personal stories… 26 annual meetings, Poor Charlie's Almanack, and decades of mentorship  Greg Abel vs. Ajit Jain… what Abel's energy background signals for capital allocation and future deals  Berkshire Hathaway culture after Warren Buffett… can the company outperform without the Oracle at the helm?  Investment playbook… Tilson's fresh intrinsic‑value estimate for BRK stock  Why now? Possible tax, estate, and market‑timing reasons behind Buffett's retirement announcement    Subscribe to our YouTube channel for regular market briefings Get free daily updates at https://stansberrydigest.com/ Follow Matt on X: @MattWeinschenk   Disclaimer: Educational content only. This is not individualized investment advice.
Learn how fear, greed, and today's market uncertainty shape every headline—and why behavioral finance often beats the spreadsheets. In this episode of This Week on Wall Street, Stansberry Research Director of Research Matt Weinschenk dives into the Fear vs. Greed struggle dominating markets and explains how a single sentiment shift could spark a stock market rally. In this episode Matt covers:  Fear vs. Greed in action – price swings that no cash‑flow model can justify. Uncertainty surge – earnings‑call "uncertainty" mentions up 20%; why guidance is disappearing. Behavioral finance tips – avoid panic selling and FOMO buying with a "stick to your plan" framework. Recession fears vs. opportunity – key signals to track before the next stock market rally. Features guest Austin Root (CIO, Stansberry Asset Management) shares how his team blends world‑class businesses, AI megatrends, gold, and dry‑powder Treasuries to prepare for any market outcome.  Learn more about Stansberry Asset Management here: https://www.stansberryam.com/   🔔 Subscribe for weekly market briefings  📰 Get free research at https://stansberrydigest.com/ 🐦 Follow Matt on X: @MattWeinschenk     Disclaimer: Educational content only; not individualized investment advice.
We compare gold and Bitcoin, show why Bitcoin failed as a safe haven, and outline practical ways to position now for inflation, rate shocks, and volatility. In this episode of This Week on Wall Street, Matt Weinschenk, Stansberry Research's Director of Research, and cryptocurrency expert Eric Wade dig into the latest market stress that pushed gold to fresh highs while Bitcoin slumped, revealing what these moves mean for investors looking to protect and grow their portfolios.   Inside the episode:  Safe-haven showdown: gold's historic resilience versus Bitcoin's growing correlation to risk assets Macro drivers: central-bank gold buying, crypto liquidity crunch, and U.S. dollar swings Actionable ideas: tactical allocations, hedging strategies, and investments to watch Rapid-fire Q&A on diversification, store-of-value strategies, and navigating crypto cycles     *** 🔔 Subscribe to our channel for weekly market insights ***   *** 📰 Get free research at https://stansberrydigest.com/ ***   *** 🐦 Follow Matt on X: @MattWeinschenk ***     Disclaimer: This is for educational purposes only. Not individualized investment advice.
Beyond tariffs, two market forces are flashing warnings of a potential 40% market crash—and the stocks signaling what comes next are reporting earnings now.   On today's This Week on Wall Street, Stansberry Research's Director of Research Matt Weinschenk dives into:  Company reactions to Trump's tariff's – Will businesses raise prices, move production, or stall expansion? Why you should watch transportation bellwethers C.H. Robinson (CHRW) and Maersk (AMKBY) for the first real clues. Collapsing consumer sentiment – Lower than 2008 and threatening recession‑level spending cuts. Credit‑card giant Visa (V) and airline Southwest (LUV) will reveal whether demand is really cracking. Key risk gauges: VIX "fear index," 52‑week lows breadth, U.S. Dollar Index and what they're telling us right now. Stay until the end for Matt's playbook on tracking these earnings releases in real time and the metrics that could flip the market's direction overnight.     🔔 Subscribe for weekly market briefings  📰 Get free, in‑depth research at https://stansberrydigest.com/ 🐦 Follow Matt on X for live updates: @MattWeinschenk
Trump's 90 day tariff pause is rattling Wall Street and in this episode we reveal the top stocks to watch now and how to foresee major market shifts during these uncertain times. Discover why indicators like 52-week lows, the VIX "fear index," and U.S. dollar movements can provide early warning signals, and learn which global "elite" stocks Mike DiBiase is watching during this uncertain reprieve.    Stay ahead in a volatile market—sign up for more free insights at https://stansberrydigest.com/ and don't forget to like and subscribe for the latest updates.
President Trump's sweeping new tariffs have rattled the stock market—raising questions about the possible decline of the American financial empire. In this episode of This Week on Wall Street, Stansberry Research's Director of Research, Matt Weinschenk, unpacks how the sudden 10% blanket tariffs (and even steeper ones for China, the EU, and Japan) might accelerate a global shift away from U.S. assets. He also examines the so-called "Mar-a-Lago Accord," discusses why global capital may be fleeing American markets, and reveals how home-country bias could spell trouble for many portfolios. Tune in as Matt speaks with Dan Ferris about whether this is just a short-term shakeup—or the beginning of the end for American exceptionalism. For more free, in-depth research on gold, stocks, and emerging market opportunities, visit StansberryDigest.com. And don't forget to Like & Subscribe for regular market insights!
Gold's recent surge above $3,000 per ounce is grabbing the attention of investors worldwide. Join Stansberry Research's Director of Research, Matt Weinschenk, and True Wealth editor Brett Eversole as they uncover the driving forces behind gold's record-breaking rally—and what it could mean for your portfolio. In this episode, you'll learn:  Why Central Banks Are Hoarding Gold: Discover how geopolitical concerns and currency risks are fueling massive gold purchases. Gold as a Safe Haven & Inflation Hedge: Hear why legendary investors like Ray Dalio and Paul Tudor Jones insist on holding 5–10% in precious metals, especially during times of economic uncertainty. Whether It's Too Late to Buy: Learn how rising gold prices can signal new highs ahead, instead of a missed opportunity. Your Portfolio & Retirement: Understand how gold (and other precious metals) can diversify risk, protect purchasing power, and smooth out market volatility. Stay informed on gold and other lucrative market opportunities by subscribing here on YouTube. For even more free, in-depth research, visit https://stansberrydigest.com/. Don't miss your chance to benefit from gold's explosive potential—and safeguard your wealth for the future.
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