Stansberry Research

Geopolitical Expert Says to Expect Dramatic Pivots in 2023

Matt McCallMatt McCall's Daily Insight

There are generally two schools of thought when it comes to conducting investment research. You either employ a bottom-up or top-down approach.

A bottom-up strategy looks first for individual stocks that meet specific requirements – regardless of what's going on in the overall market or sector.

But top-down investing is all about the big picture.

This approach focuses on macro factors – looking first at the overall market and specific sectors to uncover trends that offer the best long-term upside. It's only after those trends are discovered that individual stocks are analyzed.

There are places in the stock market for both types of investing – and both can be equally successful. However, regular readers know that I'm a top-down investor. And I believe it's this approach that has allowed me to be so successful in my career.

On today's new episode of Making Money With Matt McCall, I welcome Marko Papic. He's a like-minded investor and one of my favorite macro analysts. Together, we break down what we're seeing in the global market and drill down into specific sectors and asset classes.

We cover a lot of topics today. You'll hear what Marko has to say about inflation, the Federal Reserve, and the consumer. And he doesn't stop there...

Marko also highlights specific countries from which he expects outperformance in the future.

Then, we have a spirited debate about innovation. Marko believes that we haven't experienced innovation in decades. But regular readers know that I couldn't disagree more. Tune in to get our thoughts on all things innovation – and find out if we come to any sort of agreement on it.

Finally, we wrap up the show with my favorite "island stock" pick question. What's the one investment Marko would want to own for the next 10 years? His answer isn't something you hear a lot... but I agree with it completely.

Click here to watch today's episode of Making Money With Matt McCall now.

Here's to the future,

Matt McCall
Editor, Daily Insight
January 12, 2023

P.S. If you're a fan of Making Money With Matt McCall, you'll be excited to learn that I'm joining several of my Stansberry Research colleagues for an even bigger and better show.

For the first time ever, Daniela Cambone of The Daniela Cambone Show, Dan Ferris of Stansberry Investor Hour, and I are combining forces to bring you a town-hall-style show focused on everything that 2023 has in store for investors.

It's called "Danger, Volatility, Opportunity: How to Win in 2023" and it will air on Friday, January 27.

We have a lot to talk about...

But we want to address your questions and concerns, too! If you have something you'd like us to discuss, simply visit TownHall2023.com and submit your question.

And of course, mark your calendars for January 27 for this special event.