What Better Time to Buy Than During the Lows?

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

🗓️ 28 February 2022

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this week's episode of Stansberry Investor Hour, Dan speaks with Rob Arnott. When Rob talks, we listen. And right now, he's saying that the market cycle is turning from one predominated by growth to one predominated by value.

That presents an exceptional opportunity for the patient contrarian value investor. Rob discusses his two "core investment principles" and his forecast for out-of-control inflation (including a few "inflation fighter" places to consider putting your money today).

He also covers a proprietary definition of the term "bubble," what's going on with electric vehicles, the "best way to read the news," 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.
0:11.5	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 Rob Arnett of research affiliates.
0:39.4	Rob has done some incredible groundbreaking research over the years.
0:42.8	Can't wait to talk with him.
0:45.3	In the mailbag today, questions about natural resource scarcity and selling
0:49.9	newsletters versus giving rational advice.
0:53.5	And remember, you can call our listener feedback line, 800381-2357.
1:00.0	Tell us what's on your mind and hear your voice on the show.
1:03.3	For my opening rant this week, we'll talk about profit margins and the Russian invasion of Ukraine.
1:09.0	That and more right now on the Stansberry Investor Hour.
1:20.3	So last week I said we were going to talk about some bottom up parameters that we like to use, that I like to use, to pick individual stocks.
1:31.7	And of course, that was before Russia invaded the Ukraine. I'm going to continue talking about
1:38.0	one of these parameters each week. There are five of them. And so last week we talked about
1:43.6	the first one, free cash flow this week.
1:45.0	Let me say a few words about margins.
1:47.0	And then, of course, we will have to talk about Russia and Ukraine.
	...

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