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Having the Tenacity as an Investor... No Matter the Climate

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Manage episode 353296662 series 2912054
Content provided by Stansberry Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stansberry Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.

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.

  continue reading

246 episodes

iconShare
 
Manage episode 353296662 series 2912054
Content provided by Stansberry Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stansberry Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.

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.

  continue reading

246 episodes

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