# #297: What Stocks to Buy During the AI Bubble (w/ Porter Stansberry) Page: https://stenobird.com/podcast/stock-club-682702/297-what-stocks-to-buy-during-the-ai-bubble-w-porter-stansberry Text version: https://stenobird.com/podcast/stock-club-682702/297-what-stocks-to-buy-during-the-ai-bubble-w-porter-stansberry.md Podcast: [Stock Club](https://stenobird.com/podcast/stock-club-682702) Published: 2026-02-05T07:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/mywallst/episodes/297-What-Stocks-to-Buy-During-the-AI-Bubble-w-Porter-Stansberry-e3el5m1 Audio file: https://traffic.megaphone.fm/APO3925205185.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/stock-club-682702/episodes/297-what-stocks-to-buy-during-the-ai-bubble-w-porter-stansberry Duration seconds: 2744 ## Resource This week, Emmet is joined by a legend in financial publishing, Porter Stansberry . Porter is a master at recognizing and managing financial riskβ€”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: πŸ“© Email us: pod@mywallst.com πŸ“š Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 πŸ’» 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/ πŸŽ‰ Follow MyWallSt on social: ❌ X: @MyWallStHQ πŸ’ƒ TikTok: @MyWallSt πŸ“Έ Instagram: @MyWallSt πŸ–₯️ Facebook: @MyWallSt πŸ‘” 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 Ro… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/stock-club-682702/episodes/297-what-stocks-to-buy-during-the-ai-bubble-w-porter-stansberry/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/stock-club-682702/297-what-stocks-to-buy-during-the-ai-bubble-w-porter-stansberry.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.