Investment guru Matt McCall recently released a Stansberry Research presentation about his latest predictions and stock picks for 2022.
McCall has made some noteworthy predictions over the past ten years, so getting his take on where the market might be headed was interesting. And I thought I’d summarise what I found here.
So, what’s he predicting? Matt McCall made numerous predictions about emerging technologies like electric vehicles, 3D printing, flying cars, and more during the presentation. He also said that the next ten years could be the “best 10 years in stock market history” despite inflation. I also learned that Matt McCall’s “#1 stock of 2022” is BorgWarner Inc. (ticker: BWA), an auto parts supplier.
In this post, I’ll give you all the details about his top stock pick, walk you through his 2022 predictions, and share some of his tips for investing in the coming decade. I’ll also give you the heads up on the investment advisory where he shares all his top picks, the McCall Report.
But first, let me give you a quick overview of Matt McCall’s background and some insight into his past predictions to give you an idea of how they’ve worked out.
Who Is Matt McCall?
Matt McCall is an investment expert with over 20 years of experience, and he works with Stansberry Research, a Baltimore-based financial publishing company.
As of writing, he’s the editor of two Stansberry services: an entry-level advisory called The McCall Report that retails at $199 per year and a higher-end service called Matt McCall’s MegaTrend Investor that’ll set you back $5k. Both advisories are primarily focused on emerging trends, particularly related to technology, since that’s Matt McCall’s specialty.
Before working with Stansberry Research, McCall contributed to InvestorPlace, and his flagship service was called Investment Opportunities.
And before that, McCall was a stockbroker for Charles Schwab, an analyst for Wall Street Radio, and founded three investment companies.
One company was an asset management firm called Penn Financial Group which he founded in 2004, and the other two are focused on early-stage companies. One is an equity crowdfunding platform called CrowdVest, and the other is a broker-dealer called CrowdVest Securities.
How well have his stock picks turned out?
According to his most recent Stansberry Research presentation:
“…in the past 15 years, Matt has identified and recommended over 40 stocks that have soared at least as high as 1,000%, nearly 200 stocks that have soared at least as high as 100% in value.”
To give you an idea of what types of investments he’s recommended, here are five of his picks across different sectors/asset classes according to the Stansberry Research website:
- Advanced Micro Devices (AMD): +5,624%
- Boston Beer Company (SAM): +2,669%
- Allergan (AGN): +1,051%
- Bitcoin (BTC): +10,038%
- Workhorse (WKHS): +1,539%
McCall has also recommended a bunch of big-name companies like Tesla, Amazon, and Netflix, for example. And while most of his picks are tech-related, they vary across sectors and asset classes.
And worth pointing out is that the above picks are essentially just the “highlights.” Not all of his recommendations have seen 10x or 100x gains. Some have likely even lost money.
If I had to guess, I’d say that the average return of each of his investment recommendations, accounting for winning and losing bets over time, is in the single or double-digit range.
That’s just a guess, though. At the end of the day, how well you would have done following his investment ideas would depend on which recommendations you followed and for how long, among numerous other factors. And regardless of how well his past recommendations have done, that doesn’t mean you’ll make money following his stock picks in the future.
Either way, based on what the Stansberry Research website states, Matt McCall has picked some great investments over the years and he does seem to have a knack for spotting trends.
What’s Matt McCall’s #1 Stock Pick for 2022?
Based on his most recent Stansberry Research presentation, Matt McCall’s “#1 stock of 2022” is BorgWarner Inc. (ticker: BWA).
“Ok… so the recommendation I have for you is a company called BorgWarner Incorporated. It trades on the New York Stock Exchange under the ticker B-W-A.”
BorgWarner is a Michigan-based automotive supplier, and according to the company website, its mission is to deliver “innovative and sustainable mobility solutions for the vehicle market.”
The company has been around for over 130 years, and from what I understand, it’s an auto parts maker for combustion, hybrid, and electric vehicles.
Why is Matt McCall bullish on BorgWarner?
McCall likens BorgWarner to the “picks-and-shovels” play of the 1850s Californian gold rush. As in, instead of making electric vehicles (i.e., digging for gold), the company profits from the industry as a whole by selling parts to EV makers (i.e., selling picks and shovels to gold miners).
He also states that the company could 15x their electric vehicle parts sales by 2030:
“And BorgWarner is an auto parts maker, and what’s great about this business is they’re looking ahead, just like we will do in The McCall Report. Because right now, they get less than 3% of their sales from electric vehicle parts. By the end of the Roaring 2020s, that should shoot up to 25%, by 2025. By 2030, 45%. That’s 15x sales in the next eight years.”
Where does he see BorgWarner’s share price heading?
“So, where do I see this? You know, I see, in the next couple years, BorgWarner will be worth about $136.00 a share. Amy, that’s only a gain of, meh, 230 percent from here.”
Aside from this one company, McCall shares his overall outlook for the market in 2022 and beyond in the presentation. And in the next section, I’ll show you what he’s predicting.
Recommended: Go here to see my #1 rated stock advisory of 2022
Breaking Down Matt McCall’s 2022 Predictions
In this section, I’ll give you an overview of Matt McCall’s top predictions for 2022 based on what he talked about in his recent Stansberry Research presentation with host Amy Gamper.
Here’s a summary of McCall’s main 2022 predictions (you can click on any of the links below to skip to a section that interests you or read on to see all of his predictions):
- The Roaring 2020s (McCall’s 10 Year Market Outlook)
- Transportation (EVs, AVs, and flying cars)
- Artificial Intelligence
- 3D Printing
- Medical Technology
- Virtual Reality
The Roaring 2020s (McCall’s 10 Year Market Outlook)
The primary theme in McCall’s recent presentation, which is also what his two Stansberry advisories are built around, is the idea of a “roaring 2020s.” In other words, McCall believes that the next ten years will be the greatest decade in the stock market’s history.
“In fact, I actually think the next 10 years will be THE GREATEST 10 years in stock market history.”
“It is a big prediction. No, actually it is a HUGE prediction.”
Given the recent pullback in the market coming into 2022, likely due to inflation fears and Fed policy, I’m not sure many would share McCall’s sentiment. Especially since many analysts have been warning of a bear market. There’s a lot of fear out there right now.
Even Stansberry Research’s Greg Diamond released a presentation dubbed “Crash 2022” recently, where he predicted that the market could crash starting as soon as February 11.
So it’s not just “mainstream media” talking about a potential market crash.
Still, everyone has their opinion.
And Matt McCall seems very optimistic about 2022.
He states that “most of the news you read or watch is designed to scare you” and is “pretty much irrelevant.” So, unlike some analysts, he doesn’t seem too concerned about a potential bubble in tech stocks. Instead, he talks about how today’s market reminds him a lot of the early 1990s.
As McCall points out, during the 90s, many experts warned that the market was headed for a downturn. Meanwhile, the S&P 500 quadrupled, and the NASDAQ was up almost 900%.
Of course, then we had the dot-com bust. But I guess if you timed it right you might’ve done okay. Not to mention, some companies (like Amazon) have done incredibly well since.
In any case, why is Matt McCall so bullish on the next ten years?
In a word, technology.
“The reason why the next 10 years are going to be the best 10 years in stock market history has nothing to do with interest rates, inflation, or earnings or any of those other things we were talking about earlier.”
“It has everything to do with technology.”
In particular, McCall lists technologies like artificial intelligence, 3D printing, self-driving vehicles, blockchain, robotics, and advances in medical technology. And he suggests that, over the next decade, we could see a massive increase in the speed of technological innovation.
“Put another way, in the next decade we’re likely going to witness all the technological changes that happened from the birth of Jesus… to the dawn of the Internet!”
And according to Matt McCall, it all comes down to the Law of Accelerating Returns, which has to do with the rate of technological change increasing exponentially.
Most of us think in linear terms, but exponential growth (in this context) centers around the idea that technological innovation tends to happen slowly at first, then suddenly.
And this is at the root of McCall’s “roaring 2020s” prediction; that we are going to see an “exponential boom” in technology, which will be bad for some companies and good for others.
“In fact, the researchers predict that 40% of today’s Fortune 500 companies will be gone in 10 years.”
“And instead, they’ll be replaced by a totally new company you haven’t heard of yet.”
Matt McCall doesn’t suggest that the market will go up in a straight line, though. In fact, he believes there will be “recessions along the way.” But he suggests that these will be “fantastic buying opportunities” and that the “Melt Up” we’ve seen since the start of the decade will continue.
“I believe this Melt Up, this money coming into stocks, will continue for what I call the Roaring 2020s through the end of this decade and potentially even further.”
“You know, yes, you can’t go straight up. There’s going to be bear markets and there’s going to be recessions along the way. However, I believe all those pullbacks will be fantastic buying opportunities.”
So, on the one hand, Matt McCall is predicting that “money-printing will likely continue,” that “inflation is probably going to get a lot worse” this decade, and that we will see some market corrections.
However, on the other hand, he remains bullish on the 2020s, especially when it comes to technology-related investments. And as I’ll now explain, he’s particularly interested in certain technologies.
Transportation (EVs, AVs, and flying cars)
As mentioned, McCall’s top 2022 stock pick is BorgWarner Inc., which supplies parts for electric vehicles, so by this point, I think it’s clear he’s bullish on EVs.
How bullish? According to the presentation, McCall believes the number of EVs in America could grow by 10x to 40x by the end of the 2020s.
“Think about the fact that today that 1% to 2% of the cars on the road in America are electric vehicles. If you could tell me that that will not be upwards of 20% to 40% by the end of the Roaring 2020s, I’d love to hear your argument.”
“It’s just not true. We’re going to see 20% to 40%.”
He also talks about the rise of autonomous vehicles and flying cars and how we could soon see a world where we no longer need to drive ourselves around or have a car in your garage.
“You can go ahead and think of a new way to use your garage, because you’re not going to need the space for a car anymore. Artificial intelligence will know your work schedule and have an autonomous car, or flying car, waiting for you.”
Artificial intelligence is something McCall mentioned numerous times in the presentation. In short, he provides examples of how some of today’s most well-known companies are using AI in different ways (like Walmart, Exxon Mobil, and Apple) to improve their operations. He also talked about how all forms of transportation will soon “speak” to each other with the help of AI.
3D printing is one of Matt McCalls biggest predictions for 2022 and his “roaring 2020s” thesis.
When 3D Printing first came out a dozen or so years ago, there wasn’t a lot you could do other than print different objects like toys. However, Matt McCall suggests that we may soon be able to do much more than this, like 3D print our own food, for example.
And in a separate presentation, McCall points out that commercial 3D printing is being used to make everything from two-story homes and drones to EV parts and artificial organs.
He also says there are five 3D printing stocks he’s interested in, which “could make you 5 to 10 times your money.” And he shares these picks in a report titled “MADE IN AMERICA: How to Make 10x Your Money on the Next Big American Tech Innovation.”
He doesn’t reveal the name of those companies in the presentation, though. And the only way to access those picks is by subscribing to The McCall Report.
Another sector Matt McCall is bullish on is medical technology.
For one thing, he believes advances being made in this space will help us live longer. Specifically, he suggests that we could soon live to age 150 thanks to advancements in medical tech.
“We’ve already seen massive advancements… with minimally invasive surgeries, with companies like Intuitive Surgical.”
“Amy, I’m convinced you and I will live to 150 thanks to the advancements in medical technology that are happening.”
It’s unclear if Intuitive Surgical (ISRG) is a stock Matt McCall is currently recommending. Still, it does fit with his overall medical technology thesis, and he mentions it both in the presentation and in the video I share below, so this seems like a company he’s at least somewhat interested in.
McCall also talked about how medical technology advancements could help in other ways.
For instance, he believes soldiers who experience an injury “could have a prosthetic designed for them for $20 in less than 24 hours.” And says “smart” sensors are being developed, which could remove the need for annual checkups since they could alert you to bodily changes in real-time.
Virtual reality is another sector McCall is tracking, as are numerous other finance gurus I’ve written about lately. He doesn’t go into a lot of detail on his VR thesis, but McCall does talk about the potential for this tech as it relates to commerce.
In short, he talks about how you can more or less see yourself wearing clothes before buying them with the help of a VR headset. And this is a similar topic his colleague, Bryan Tycangoco, talked about at length in his pitch for a different Stansberry Research service, Visionary Investor.
Lastly, Matt McCall is bullish on crypto as part of his “Roaring 2020s” thesis.
McCall is pretty well-known for his crypto predictions. Before joining Stansberry Research, he was part of an advisory with Charlie Shrem called the Crypto Investor Network, an advisory that recommends different altcoins. However, that’s now headed up by Luke Lango.
In any case, during the presentation, Matt McCall said he thinks bitcoin “will hit $1 million per token in the next 10 years.” And the following is his explanation as to why he’s bullish on bitcoin, altcoins, and blockchain technology in general, which mostly comes down to the store of value aspect.
“…I am a huge fan of cryptocurrencies, bitcoin, altcoins, you name it, the blockchain. I think we are in the very, very early stages of a long-term bull market, right now. You think about the world that we’re in right now, what we’re dealing with, you know geopolitical uncertainty, inflation, central banks around the world continuing to print money. Fiat currencies are falling, and you look at the US dollar. A hundred years ago versus today, that dollar is worth literally pennies on the dollar right now. So where is that store of value? For decades, it was gold. People would buy gold and that’s your store of value, that’s your safety.”
“That hasn’t been the case, as of late. So, for me, that new digital gold will be bitcoin and some of the other larger altcoins out there. “
I tend to agree with his bitcoin prediction.
Although, full disclosure, I am biased since I hold bitcoin.
Anyway, aside from what I’ve mentioned, there are likely other sectors Matt McCall is bullish on, but those are the main ones he talked about in the Stansberry Research presentation.
He also mentions the names of various stocks he’s keeping an eye on in 2022 in the following YouTube video I found (please note that this is not an endorsement, I just thought you might find it helpful):
How do you access Matt McCall’s stock picks?
If you want Matt McCall’s most prized stock picks, you’d need to join his advisory service, The McCall Report. So in the next section, I’ll give you an overview of what this service is about and how it works to help you decide if it’s worthwhile or not.
What Is The McCall Report?
The McCall Report is Matt McCall’s flagship investment advisory focused on emerging technology trends that he believes will prosper in the “roaring 2020s.”
The service isn’t tied to any one tech sector. Instead, McCall seeks out investment opportunities within industries that he believes could grow 100x to 1,000x in the years ahead.
We’ve already discussed some sectors he’s tracking right now, like artificial intelligence, electric vehicles, virtual reality, and 3D printing. However, he’s also interested in 5G, genomics, and cybersecurity. Essentially, any emerging trend he believes could benefit in the decade ahead.
Does the McCall Report have a good track record? The service first launched on the Stansberry Research website in 2021, so it hasn’t had time to establish a track record yet. However, Stansberry Research, the company behind it, has been around since 1999.
And as mentioned, Matt McCall has been in finance for over two decades, and during that time, he claims to have recommended many triple and quadruple-digit stocks.
What do you get if you join?
The core benefit of joining the McCall Report is the model portfolio, which shows you all the stocks Matt McCall is currently recommending to subscribers of the service and the details around each pick. From there, you can decide which stocks you want to invest in.
The other main benefit is the monthly issues of the service, which give you access to McCall’s latest investment insights and recommendations for 12 months.
Aside from these, subscribers get access to some additional resources such as Matt McCall’s quarterly video update, The McCall Report Investor Handbook (which walks you through his investment strategy), and some research reports on different stocks he’s interested in.
How much does it cost?
The McCall Report usually costs $199 per year, but Stansberry Research often runs promotions that allow you to subscribe for $49. And according to the company website, you can request a refund if you’re not satisfied with the service during your first 30 days.
Is The McCall Report legit?
The McCall Report isn’t a scam; it’s a legitimate advisory service that provides a decent amount of value for $49. It also comes with a 30-day money-back guarantee.
That said, there’s no guarantee the McCall Report will make you money. Regardless of Matt McCall’s track record, what stocks he’s bullish on, or anything else… no one can predict the future. So, while it might be possible to make significant gains, it’s also possible you could lose money.
Should you join the McCall Report?
At the end of the day, whether or not you should join the McCall Report will depend on your goals and preferences. Like any service, some will like it; others won’t.
On the one hand, the service itself is affordable, so that’s a plus.
And given Matt McCall’s background, it could be a great way to learn about innovative companies, some of which might do well over the coming decade.
On the other hand, betting on emerging tech trends can be highly speculative. If you’re right, the payoff can be significant. But if you’re wrong, you can lose it all.
Another thing to remember is that this isn’t about getting rich quickly. The Stansberry Research website states that the typical holding time for a given stock pick is one year or longer. And most of the winning examples McCall shared during the presentation were held across multiple years.
So, my point is that, while the McCall Report is dedicated to uncovering innovative growth stocks, it caters to long-term investors who are willing to hold these positions for multiple years.
I explain more about how the service works in my complete McCall Report review, so I recommend checking that out if you want to learn more before deciding.
In this post, I shed some light on Matt McCall’s number one stock pick for 2022, BorgWarner. That’s not the only company he’s interested in, but that was the one he shared in the presentation.
We also covered McCall’s top predictions for 2022, which, for the most part, revolve around technology trends like self-driving cars, artificial intelligence, 3D printing, and medical tech.
Overall, I found Matt McCall’s take on the market somewhat refreshing. There’s no shortage of “doomsday” predictions floating around right now, so it was nice to get a different take on how things could play out. And he did make some interesting points.
For instance, he talked about how he sees a correlation between the 1990s and 2020s and pointed out the impact emerging technologies could have on the world in the near future.
However, I’m also mindful that McCall’s service is mostly tech-focused, so I can’t imagine him not being bullish on tech-related investments (lol). That’s why I try to keep an open mind and learn from people with different opinions so I can try to get a more balanced view of the market.
That’s my take, anyway. What do you think? Is 2022 going to be a bad year for tech stocks? Or is Matt McCall’s “roaring 2020s” prediction spot on? Let us know in the comments below.