Ep. 549: John Petrides: The Great Misconception of Value Investing

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 6 September 2017

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today's guest is Managing Director at Point View Wealth Management and one of Wall Street Unplugged’s finest, John Petrides. Wall Street benchmarks and sectors are shaking up amid recent fears of North Korea and our nation's ongoing hurricane misfortunes. And as these two major current events develop, John and I discuss where investors should be playing their cards… In other news, the Russell 1000 growth index (IWF) is up over 17% year to date... while the Russell 1000 value index (IWD) has gained 3% since January. Is it finally time to stop chasing growth? Tune in as John breaks down what it takes to be a true value investor. A stock could be down 30... even 50%, but forget it. As John explains, that doesn’t matter. When it comes to value investing, there’s only one question we must ask ourselves. John then talks Apple. He's one of the few analysts I know that has been dead-right on the stock in recent years. And his analysis couldn’t come at a better time... Apple is set to launch the highly anticipated iPhone 8 in just a couple weeks. John's the type of guest that can bring the conversation in any direction. And today – from geopolitics, oil, and the consumer staples sector to M&A's and mutual funds – he it covers it all. These are conversations you don’t want to miss. Good Investing, Frank Curzio

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.0	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.7	right to you on Main Street.
0:14.0	How's it going out there?
0:17.0	It's Wednesday, September 6th.
0:18.0	And I'm Frank Curze, a host of the Wall Street Unplugged Podcast,
0:21.0	why I break down the headlines.
0:22.0	End.
0:23.4	Tell you what's really moving these markets.
0:28.2	Man, it's getting real in Florida right now.
0:32.2	And Hurricane Irma, as of now, is it... Man, it's getting real in Florida right now.
0:37.0	In Hurricane Irma, as of now, is expected to hit South Florida. I live in North Florida, near the Atlantic.
0:40.0	We're even taking precautions here since the hurricane, which is a category 5 right now, could hit anywhere in Florida.
0:47.0	And they still don't know, as of today.
0:50.0	And Irma is tied for the second strongest Atlantic Basin Hurricane on record, 185 mile
0:56.7	power winds.
0:57.7	Now if you follow on the weather channel, CMBC, CNN, I mean everybody's really covering this now. You've seen hundreds of people
1:05.3	waiting online for gasoline, gas stations in Florida, they're all evacuating.
1:10.0	Even where I live, again, as close to Georgia border as possible on the
1:14.2	Atlantic. I mean the Walmart's and the targets, the shells are close to
1:17.0	empty, bottled water, mostly gone a lot of these stores. You look at at
1:20.9	Puerto Rico, which the hurricane is about to hit.
	...

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