Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 18 January 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year. In today’s episode, Porter shares his frustrating ending with Stansberry Research and then why he chose to launch a new research firm last year. He walks us through the major themes he’s focused on over the next cycle: capital efficient, cash-flowing companies, a big upcoming distressed debt cycle, and the energy transition. Plus – he shares some names and ideas for each. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meep Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did to industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What is up, my friends?
0:40.4	We got a great show for you today.
0:41.8	A returning guest is Porter Stansberry.
0:44.0	One of my favorite investment writers and narrators. We spend some time catching up on what he's been
0:48.0	up to the last few years and also his newest venture, Porter and Company, which was launched last year. In today's episode, Porter
0:54.9	shares why he chose to launch a new research firm. He walks us through the major themes
0:58.9	he's focused on over the next cycle, capital efficient cash-flowing companies, a big upcoming distressed debt cycle, and the energy
1:06.8	transition. Plus, he shares some names and ideas for each.
1:12.2	This episode is brought to you by 10 East. Long time listeners know I've
1:16.1	invested in private markets quite a bit myself, but with access to these markets
1:20.1	broadening it can be hard to know where to find vetted high quality offerings.
1:24.0	That's where Ten East comes in. Ten East is a platform where qualified investors can
1:28.4	co-invest on a deal-by-deal basis across private equity, private credit, real estate, venture, and other one-off
	...

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