On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years.

Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. Marc says...

[There's opportunity with] the people who are either building the power plants to feed electricity to the AI infrastructure or all the companies who are building the actual buildings and cooling them. So just as an example, there's a company called Comfort Systems, the symbol is FIX. They're in the air-conditioning business basically, but they're using AI to be more sophisticated about dispersing cooling.

Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system...

These are names that I would venture to say your subscribers and your viewers just don't even know. And before the discovery engine, I wouldn't have known about them either... There's a lot of names outside the Nvidias and the [Advanced Micro Devices] of the world... that are participating in the AI buildout. And I think that's going to go on for a good five years.

Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors...

They don't really believe in fundamentals. It's fun for them. They know these companies, but they're not value investors, that's for sure. And that's part of the reason that there's so much consternation from old-time analysts like you and me about valuations. These millennials don't care. They absolutely don't care about valuations. That's based on surveys, not a guess.

Click on the image below to watch the video interview with Marc right now. For the full audio, including Dan and Corey's post-interview thoughts, click "Listen" above.

(Additional past episodes are located here.)

The transcript is coming soon.

This Week's Guest

After 40 years on Wall Street as a trader, stockbroker, analyst, and head of the options department for a major brokerage firm, Marc founded Chaikin Analytics. Through it, he delivers proven stock analytics to investors and traders, based on the Chaikin Power Gauge, a 20-factor alpha model effective at identifying a stock's potential.

Before founding Chaikin Analytics, Marc developed computerized stock-selection models and technical indicators that have become industry standards (including the Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.