Having the Tenacity as an Investor... No Matter the Climate
Stansberry Investor Hour
English - January 23, 2023 19:48 - 1 hour - 93.4 MB - ★★★★ - 664 ratingsInvesting Business News Business News american banking buck debt money research savings stansberry america bonds Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This week, we're thrilled to welcome a brand-new guest to the Stansberry Investor Hour... who happens to be the lead analyst for Stansberry Research's longest-running flagship publication: Alan Gula.
But first, Dan and his co-host Corey discuss the latest hot-button topics: Big Tech's sweeping wave of layoffs, why media coverage of the "debt-ceiling crisis" is just "pure noise," the "cat-and-mouse game" of the lag effects of Federal Reserve policy, and whether there could be an encore to last year's bond-market beatdown.
Speaking of distressed investments... today's guest had a front-row seat to the financial crisis, as he was working Barclays Investment Bank's distressed-debt desk when Lehman Brothers filed for bankruptcy. Alan worked at some of Wall Street's biggest firms before joining Stansberry Research.
"I think that any good recommendation has a good macro tailwind. And cycles are crucial from a macro standpoint," says Alan.
But finding a winner requires more than just the right macroeconomic setup... As Alan states, it's one that "marries both the macro and the bottom-up fundamentals research." He dives deep into his bottom-up research process. And he also shares his No. 1 tip for successful investing.