#297: What Stocks to Buy During the AI Bubble (w/ Porter Stansberry)
Thu Feb 05 2026
This week, Emmet is joined by a legend in financial publishing, Porter Stansberry. Porter is a master at recognizing and managing financial risk—and educating the public along the way. He even delivered positive returns during the 2008 financial crisis.
Porter shares his bull and bear case for America, weighing freedom of opportunity against excessive borrowing. He’s wary of U.S. Treasuries and worries the country could face a technical default similar to those in 1933 and 1971. He also outlines his views on the A.I. bubble, drawing lessons from the Dot-Com era.
Tune in to hear why Porter believes corporate spinoffs are underappreciated investments, the role of gold in your portfolio, and which psychological traits differentiate successful investors.
We wrap up with Buy, Hold, or Sell and an edition of Desert Island Stocks.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
Click here to join now or email frank@mywallst.com for a deal.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: pod@mywallst.com
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
❌ X: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
04:56 The Bull and Bear Case for America12:23 Navigating the AI Investment Landscape17:00 The Value of Corporate Spinoffs22:08 Psychological Traits of Successful Investors24:23 Investing in Essential Services31:39 Quickfire Round: Buy, Hold, or Sell36:30 Desert Island Stocks
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This week, Emmet is joined by a legend in financial publishing, Porter Stansberry. Porter is a master at recognizing and managing financial risk—and educating the public along the way. He even delivered positive returns during the 2008 financial crisis. Porter shares his bull and bear case for America, weighing freedom of opportunity against excessive borrowing. He’s wary of U.S. Treasuries and worries the country could face a technical default similar to those in 1933 and 1971. He also outlines his views on the A.I. bubble, drawing lessons from the Dot-Com era. Tune in to hear why Porter believes corporate spinoffs are underappreciated investments, the role of gold in your portfolio, and which psychological traits differentiate successful investors. We wrap up with Buy, Hold, or Sell and an edition of Desert Island Stocks. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 04:56 The Bull and Bear Case for America12:23 Navigating the AI Investment Landscape17:00 The Value of Corporate Spinoffs22:08 Psychological Traits of Successful Investors24:23 Investing in Essential Services31:39 Quickfire Round: Buy, Hold, or Sell36:30 Desert Island Stocks