The Odd Thing About Value Investors

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

🗓️ 30 April 2020

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's episode of the Stansberry Investor Hour, Dan starts off by clearing up one important distinction about non-essential versus essential businesses. For a minute, Dan's rant gets a little heated.

Then, Dan brings James Montier onto the podcast for this week's interview. James is the author of several well-known books such as Value Investing Tools and Techniques for Intelligent Investment, Behavioral Investing: A Practitioners Guide to Applying Behavioral Finance, and The Little Book of Behavioral Investing.

Dan and James immediately hit it off and talk about what drew them to the value investment, Warren Buffett, oil prices, COVID-19, opportunities in the market today... and much more.

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.
0:08.0	Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts.
0:16.0	For the latest episodes of the Stansberry Investor Hour, 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.
0:28.6	I'm your host, Dan Ferris.
0:30.6	I'm also the editor of Extreme Value published by Stansberry Research.
0:34.6	Today's program is an interesting one.
0:37.9	Our guest James Montier tells us about fear and market psychology and value,
0:43.1	three things every investor ought to be thinking about right now.
0:46.2	You'll want to hear more.
0:48.3	Your email is always at value, including superfan Joe Vee today
0:52.1	with a great email in response to last week's show.
0:55.3	If you didn't hear Enrique Abeda from last week, you should go back and listen to it.
1:00.6	And as always, my rant.
1:02.0	This week I'll talk about enormous changes in the food, oil, and restaurant industries
1:07.0	and what I think comes next for each.
1:09.8	That and more right now on the Stansberry
1:12.9	Investor Hour. All right, let's talk about a few industries that are heavily impacted,
1:23.3	including one that I think could create some real societal issues starting, oh, I don't know,
1:29.2	right this minute. So this letter on Sunday appeared in a couple of newspapers, New York Times,
1:37.9	and on the website of the company Tyson Foods, right, the big meat processing company. And you've probably seen Tyson brands at the grocery store.
	...

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