Now That the Tariff Terror Is Over, Here's What Comes Next

On this week's Stansberry Investor Hour, Corey welcomes his colleague Brett Eversole back to the show. Brett is the editor of the True Wealth, True Wealth Systems, and DailyWealth newsletters. He also serves on the Investment Committee for Stansberry Portfolio Solutions.

Brett kicks things off by sharing what he learned from his mentor Steve Sjuggerud, including the investment philosophy of buying assets that are "cheap, hated, and in an uptrend." He examines the recent tariff drama and why he believes we're about to return to a boring market fueled by fundamentals after several months of turbulence. As Brett explains, a lot of it has to do with increased capital spending from hyperscalers. (0:46)

Next, Brett reviews the difference between secular bull markets and cyclical bull markets. He compares today's bull market (driven by AI) with the bull market of the late '90s (driven by the Internet), noting that a massive infrastructure buildout caused both. Brett predicts a normal market for the next few years, followed by a dot-com-style AI boom and then a "lost decade." He also discusses the S&P 500 Index decoupling from the U.S. economy, tariffs hurting smaller companies, and why he's bullish on gold and silver. (14:59)

Finally, Brett talks about indicators that investors can use to gauge the market's underlying health, as well as what divergence between the indicators can mean in both the short and long term. He then dives into his work on Stansberry Portfolio Solutions, including the strategy the team uses to find the best companies and how to manage risk. And he closes things out with an in-depth analysis of today's real estate market. (33:29)