Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Biotech Investing, Erez Kalir. You can learn more about Erez here . Show highlights include: The stock Porter thinks could increase a hundredfold… How Erez and Porter met… What Erez finds curious about Trump’s financial policies… ...
Apr 23, 2025•1 hr 10 min•Ep. 18
Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here . Show highlights include: Why this financial instrument is better than equities… Marty’s approach to risk factors… How tariffs could impact the corporate...
Mar 17, 2025•44 min•Ep. 17
Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason here . Show highlights include: How Mason found his way to Wall Street… Some of the cycles Mason uses to make his predictions… New moons and the stoc...
Feb 25, 2025•44 min•Ep. 16
Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights include: Deep dive into the Covid data… The truth about Ivermectin… The real numbers that are alarming to Edward… Here is where the life insurance ind...
Jan 31, 2025•54 min•Ep. 15
Guest: Jim Rickards Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Jim Rickards – editor of Strategic Intelligence . You can learn more about Jim’s new book, MoneyGPT, here. Show highlights include: The story of when Porter and Jim first met… What Jim sees for gold futures… Predictions for the first year of Trump’s second te...
Dec 06, 2024•1 hr 15 min•Ep. 14
Guest: Marko Papic Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk with a series of very special guests about markets, politics, and life. In this episode, the very special guest is Marko Papic – Chief Strategist of BCA Research… the essential source of macroeconomic research. You can learn more about Marko here . Show highlights include: The huge U.S. debt burden… Europe’s economic model… The current outlook for Latin Americ...
Nov 08, 2024•55 min•Ep. 13
Guest: Pieter Slegers Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this special episode from the annual Porter & Co. conference, Aaron and Porter are joined by finance social media superstar, Compound Quality’s Pieter Slegers. You can learn more about Pieter here . Show highlights include: The importance of diversification… Pieter’s target numbe...
Oct 04, 2024•27 min•Ep. 12
Guest: Kevin Kisner Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by PGA Tour golfer Kevin Kisner. You can learn more about Kevin here . Show highlights include: A rare deep dive into Porter’s businesses… An interesting take on Julian Assange… News about a new podcast from Porter you won't want to miss… The m...
Jul 05, 2024•59 min•Ep. 11
Guest: Peter St. Onge Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by legendary economist and Heritage Foundation Fellow Peter St. Onge. You can learn more about Peter here. Show highlights include: A decades-old indicator of voter-education levels… The inflation blame game… A discussion about the future of ...
May 22, 2024•39 min•Ep. 10
Guest: Buck Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by Buck Sexton, a former CIA analyst and leading talk-show host. He’s considered one of America’s best political analysts and is the co-host of The Clay Travis and Buck Sexton Show. You can find out more about Buck and his show here . Show highl...
May 03, 2024•41 min•Ep. 9
Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, with Porter not feeling well, we listen in as Aaron has a thought-provoking one-on-one conversation with Tom Dyson, the Investment Director at Bonner Private Research. Show highlights include: Tom’s travel philosophy for his family… Tom’s pandemic experiences… Observations on Javier Milei an...
Mar 27, 2024•37 min•Ep. 8
Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by the living legend, Doug Casey of International Man. Show highlights include: The state of U.S. debt, and a surprising kind of debt that could be a good investment… Porter’s thoughts on the Elon Musk and Delaware debacle… What NYC is doing with taxpayer money… P...
Feb 20, 2024•51 min•Ep. 7
Guest: Doomberg Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by a true energy industry expert, the anonymous Editor-in-Chief of the financial newsletter Doomberg. Show highlights include: Big news on some outstanding early results from Erez’s Biotech Frontiers newsletter… Porter’s X thread about the news, al...
Feb 06, 2024•58 min•Ep. 6
Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter wrap up 2023 and take a look at what might be in store for 2024. Show highlights include: What Porter sees for the consumer economy and the business that is a key indicator… The truth behind Black Friday’s sales numbers… What to focus on to manage the impact of inflation… Th...
Dec 22, 2023•1 hr•Ep. 5
Guest: Grant Williams The Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. Welcome to our new studio! In this episode, Aaron and Porter are joined by Grant Williams of grant-williams.com , one of Porter’s heroes of finance. Show highlights include: An update directly from Porter about Porter & Co. and MarketWise… Clearing up the confusion about Bank of America… How P...
Nov 20, 2023•1 hr 11 min•Ep. 4
Guest: Meb Faber The Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron, Porter, and Meb Faber of Cambria Investment Management cover a variety of topics, live and on stage, from the Porter & Co. annual conference, The highlights include: Porter’s inside information in the real estate commercial market. How to position yourself for the bear run. ...
Oct 16, 2023•40 min•Ep. 3
This month, we’re featuring the Sovereign Man – international entrepreneur and investor James Hickman (who often writes under the name Simon Black). Hickman is an expert on diversifying your life and assets internationally – ensuring that no single government ever has control over you or your financial choices. The title of this, quite literally, worldly episode is “ How to Become a Sovereign Individual” – and you can download and listen to the full podcast here. Porter, Aaron, and the Sovereign...
Sep 21, 2023•1 hr 24 min•Ep. 2
In the inaugural episode of the Porter & Co. Black Label Podcast – Porter and Aaron have a provocative, no-holds-barred conversation with Dr. Ron Paul where they talk about current events, markets, politics, and life. And in what may be a first-ever, Dr. Paul treads into territory that manages to surprise Porter. In this highly un-woke episode, Porter, Aaron and the legendary congressman and libertarian icon Dr. Ron Paul tackle... The BIG Lie... ESG and how it’s ruining America... Reckless m...
Aug 24, 2023•1 hr 18 min•Ep. 1
