Where to Put Your Money when the Market is Acting Insane

Stansberry Investor Hour

Stansberry Research

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4.4 • 677 Ratings

🗓️ 8 July 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Even if you're in complete denial about the markets, it's tough to ignore the signs of extreme excess in the markets today...

This year, more brokerage accounts were registered than ever before...

Capital inflows are seeing outrageous all-time highs...

NFTs are selling for millions... and meme stocks are more popular than ever...

So, where can investors find value in the market at a time like this?

On this week's episode, Dan invites special guest Stan Majcher onto the show to help answer this question...

Stan comes with over 27 years of industry experience, and today he serves as portfolio manager of the Mid-Cap Value fund (HWMAX) at Hotchkis & Wiley...

During their conversation, Dan and Stan discuss one corner of the market that has been almost completely forgotten by most investors.

Stan says that right now, big changes are happening in this industry, and there's some very strong bullish tailwinds for stocks in this space that the public hasn't picked up on yet. He says many investments in this space are criminally undervalued and could see much higher prices very soon.

If you're looking at the markets and are searching around for investments with actual value, you might want to consider some of the ideas Stan shares.

Listen to Dan's conversation with Stan, and much more, on this week's episode.

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.
0:26.6	Hello and welcome to the Stansberry Investor Hour.
0:29.6	I'm your host, Dan Ferris.
0:31.6	I'm also the editor of Extreme Value published by Stansberry Research.
0:35.6	Today we'll talk with Stan Major from Hatchez and Wiley.
0:39.0	Among other things, Stan is really knowledgeable about energy investing and we will talk a
0:46.2	lot about that and a few other things. This week in the mailbag, listener Vicente found
0:51.4	another sign of the top. Dr. Dominic F wants to talk about the value growth trade,
0:57.5	and listener Stephen is afraid that quantum computing might be a disaster in the making. And remember,
1:04.0	the mailbag is a conversation, so talk to me. Leave us a message at our listener feedback line,
1:08.9	800381-2357, and hear your voice on the show.
1:14.1	In my opening rant, man, it's all over but the crashing.
1:19.2	I just can't get away from all of these signs of extreme speculative excess.
1:24.7	That and more right now on the Stansberry Investor Hour.
1:32.5	So what did I do last week? I talked about my value growth trade and I wrote about it even in my
1:38.1	weekly Stansberry Digest. And in the Digest, I said, this week I'm not talking about any bearish stuff, right?
1:46.4	Well, this week I'm back to the bearish stuff again because I can't get away from it.
1:51.1	And it seems to have ratcheted up.
1:54.6	It has just ratcheted up.
	...

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