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Buck is joined by guest co-host PJ O’Rourke for an American Consequences takeover of the Stansberry Investor Hour. PJ is the rabble rousing best-selling author of titles like Eat the Rich, Give War a Chance, and How the Hell Did This Happen? Buck and PJ discuss Rex Tillerson’s great relief, doubts about growth in Asia, and the surveillance culture we now live in where everybody knows your name…and a whole lot more. PJ tells you why some people may even welcome the idea of unfettered spying on citizens by governments everywhere.

Stansberry Research analyst Bill Shaw joins the program to weigh in on gold and his recent article in American Consequences. It’s a first-person story about the state of subprime auto loans and late-night adventures with a repo man on the streets of Baltimore. Buck asks Bill which cars the midnight riders are towing away, and the answer is a tell-tale sign of a far too stretched consumer.

Turney Duff, author of the Buy Side and contributor to American Consequences, calls in to tell PJ and Buck about the discussions he just had with the smartest traders he knows on Wall Street to get their opinion on the China trade. Turney sheds some light as to why some of the most experienced people in finance have completely missed the big move in Asia.