Apr 15, 2024
Gary Mishuris of Silver Ring
Value Partners talks about today's market being one of the
most challenging periods
for bottom-up investing since 2007. In terms of the quality of a
business
versus its stock price, there
isn't a lot of opportunity right now. But he emphasizes that
transparency and candor with
clients is...
Apr 8, 2024
Dan and Corey kick off the show by discussing inflation staying persistently higher, rampant government spending and money-printing, and the repercussions of the Federal Reserve's decade-plus of low interest rates. (0:41)
Next, Cambria Investment Management's Meb Faber joins the conversation to talk about the...
Apr 1, 2024
Dan and Corey kick off the
show by reviewing the most recent PCE number,
what's
happening with inflation, and
the current state of the economy. (0:41)
Next, real estate expert and
entrepreneur George Gammon joins the conversation
and
explains how he became a
self-described "macro addict" without any formal
education...
Mar 25, 2024
Dan and Corey kick off the show by arguing against the Federal Reserve potentially cutting rates this year. They point out that inflation is persistently volatile, gas prices are soaring and hurting everyday consumers, and the Fed is "pretending that everything is OK," according to Corey. Dan also brings up the...
Mar 18, 2024
Dan and Corey kick off the
show by discussing both bubbles and "anti-bubble" stocks.
Dan
mentions how the S&P 500
Index's cyclically adjusted price-to-earnings ratio, with
data
going back to 1871, is
currently in the top 1%. He even believes this is the biggest
mega-
bubble in all of recorded
history. (0:41)
Next,...