Zephyr's PSN: Inside SMAs - An Exclusive Look Into Stansberry Asset Management

Zephyr's PSN: Inside SMAs - An Exclusive Look Into Stansberry Asset Management Stansberry Asset Management's Mario Valente discusses the firm’s All-Weather and Tactical Select strategies. On the Inside SMAs podcast powered by Zephyr’s PSN, host Ryan Nauman speaks with Mario Valente, deputy CIO at Stansberry Asset Management, a 10+ year RIA with nearly $1.4B AUM and offices in Dallas (HQ), New York City, the San Francisco Bay Area, and Washington State. Valente explains the firm’s focus on capital preservation and low-correlation model strategies for retirement-age and institutional clients, detailing the flagship All-Weather strategy (managed with CIO Austin Root) and its sleeves such as merger arbitrage and convertible bonds. The conversation also covers the more active Tactical Select strategy (fundamental themes plus technical selection), the firm’s gold strategy, platform availability (SmartX and Advizon), and why SMAs enable customization, transparency, and direct ownership. Are you looking to incorporate SMA's into your client's investment portfolios? Zephyr's PSN data can help you get started. Learn more here. Learn more about Stansberry Asset Management here. 00:00 Welcome to Inside SMAs 01:25 Meet Mario Valente 02:10 Stansberry Firm Overview 05:45 Team Structure and Scale 07:10 Handling Big Inflows 10:38 All Weather Strategy Basics 12:36 Merger Arbitrage Sleeve 16:47 Tactical Select Highlights 19:56 Finding Market Inefficiencies 24:18 Benchmarking All Weather 27:21 When All Weather Shines 31:54 Portfolio Role and Allocation 34:01 Inside Tactical Select Process 40:52 Correlation and Security Selection 43:18 Gold Strategy for Uncertainty 45:56 Platforms and Why SMAs 49:03 Wrap Up and Where to Learn More Connect with Ryan Nauman: LinkedIn X