In this week's Stansberry Investor Hour, Dan welcomes Bridget Bennett to the show. Bridget is the digital media producer for MarketBeat, where she tracks down market developments and financial news and conducts interviews for MarketBeat's videos and livestreams. In today's episode, she flips the script and interviews Dan in a special collaboration.

Bridget and Dan kick things off by discussing diesel. Dan says that the commodity sits at the heart of the global energy crisis. And while the lack of diesel fuel will impact fuel for vehicles and powering electricity, there are shortages in other areas as well, such as copper (and, as a result, homebuilding). Between America's diminishing supply and the war in Iran, refiners have been doing well over the past year. Dan says existing owners of refinery stocks should do well as they hold their shares, but he's being cautious about the future as President Donald Trump's plans on banning imports without building new refiners could have a negative impact...

We've actually lost refining capacity over the last four or five years... Phillips 66 closed [its] refinery and LyondellBasell closed one in Houston. So, on net balance, I think we lost about 700,000 or 800,000 barrels a day of capacity in the past couple of years here... They actually turned the Benicia refinery into an import terminal to import fuel to California from places like China. I'm not kidding. And we import in the Northeastern United States, as well. [If] they go messing around with the [oil] import and ban exports, that's going to be a crisis... If [Trump] thinks it's going to push gas prices down, that ain't the way to do it.

Next, the two expand further on the different impacts that the diesel shortage brings. Dan says that the conflict in the Middle East is having a devastating impact on oil production. Not only has production ceased at thousands of Middle East wells, but in many cases, the wells will require expensive rehabilitation because they were shut down so fast. Additionally, AI data centers are voracious consumers of copper. This growing demand is creating a buying opportunity that Dan says you should consider if you're looking at the metal, plus he gives the names of several tickers worth investing in...

You can own [this copper company]. [It's a] great U.S.-based company. I've recommended [another, which has the] biggest copper reserves of any company in the world. And that's a beautiful thing. I learned the value of buying proven copper reserves in the ground, because if you know the reserves are there, you've already done the work. You don't have to spend another penny. And the whole world knows you've got tons of copper. So when the price goes up, you've got massive leverage because you don't need to spend a dime. You don't need to produce more. Everybody just knows you have more. So that is a wonderful thing.

Finally, Bridget and Dan examine the repercussions of halting U.S. production rare earths and the push to bring it back. The initial offshoring of production due to excessive pollution prevented the U.S. from properly adapting the pollution protocols that companies now utilize, and Dan believes that, in the long term, it was an unwise decision. Dan then talks about gold and the U.S. dollar. Dan says that since the two were untethered, the dollar is going to continue losing value as more money is printed, while gold retains its value. However, as a global currency, the U.S. dollar will be much stronger than competing currencies like the euro, yen, and pound. And Dan says that you should own both dollars and gold...

Think of gold as being priced in U.S. dollars. And if you live in the United States, especially all the stuff you buy, priced in U.S. dollars... The price of all that stuff and gold is going to go up over time because they're going to keep printing more of this currency. However, the U.S. dollar is the cleanest dirty shirt in the laundry. It is the best of the worst... If the dollar blows up, it won't be from weakness. It'll be from strength against all this other stuff that's blowing up. At that point, gold will be going up as well, and it'll be going up a lot more relative to those other currencies. But it'll continue to go up in relative value. So, yeah, I want to own gold – have to. But you want to own dollars as well.

Click on the image below to watch the video interview with Bridget right now. For the audio version, click "Listen" above.

(Additional past episodes are located here.)

The transcript is coming soon.

This Week's Guest

Bridget Bennett is the digital media producer for MarketBeat. She curates and creates content for MarketBeat's YouTube channel, hunting for the perfect topics to feature in daily videos and livestreams. She coordinates interviews with new guests and MarketBeat analysts, tracking market developments and financial news to ensure she's asking the most relevant questions.

Prior to MarketBeat, Bridget was a news anchor and reporter for 12 years, largely based in local news in the Sioux Falls, North Dakota region. She honed her broadcast skills at Southern Methodist University in Dallas and brings that experience to her current work. Bridget is passionate about using her storytelling background to create engaging, relatable content that connects with audiences.