"Bombed-Out, Value-Type Situations"

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4 • 677 Ratings

🗓️ 21 February 2022

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today, Dan talks with Peter Boockvar, the chief investment officer of $8 billion wealth-management firm Bleakley Financial Group.

As a top-down investor, Peter focuses on "bombed-out, value-type situations" that can be distilled into overarching investing themes.

One of the big themes Peter sees right now is a global, unstoppable force of people wanting to break out of their pandemic bubbles and travel. That doesn't mean he's long airlines. In fact, he cautions against such proven, cyclical money pits... instead preferring alternative plays on the travel industry, like hotels, casinos, or online travel agencies.

Transcript

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0:00.0	Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.
0:11.5	Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.
0:20.0	Sign up for the free show archive at InvestorHour.com.
0:23.6	Here's your host, Dan Ferris.
0:25.6	Hello and welcome to the Stansberry Investor Hour.
0:29.6	I'm your host, Dan Ferris.
0:30.6	I'm also the editor of Extreme Value published by Stansberry Research.
0:35.6	Today we'll talk with Peter Bookbar, the chief investment
0:39.4	officer of an $8 billion investment firm and a great macro analyst. In the mailbag today,
0:46.3	questions about cycles, zombie companies, and cash holdings. And remember, you can call our listener
0:53.5	feedback line,
0:54.7	800381-2357.
0:57.9	Tell us what's on your mind
0:58.9	and hear your voice on the show.
1:00.5	For my opening rant this week,
1:02.0	let's dig into the details.
1:04.4	Let's do that and more right now
1:06.5	on the Stansberry Investor Hour.
1:14.7	Thank you. the Stansberry Investor Hour. All right.
1:15.9	What do I mean by digging into the details?
1:18.1	Well, I was inspired by a quote.
1:21.5	I have all these books that have quotes with each date of the year on them, you know, quotes about philosophy and life,
	...

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