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From financial markets and politics to business and social issues, Dan Ferris and our Stansberry Analysts offer candid discussion on today’s most important headlines. Each week you’ll hear exclusive interviews with guest investment experts, authors, and top thinkers such as Jim Rogers, Kevin O’Leary, Glenn Beck, PJ O’Rourke, and Jim Grant.

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"Bombed-Out, Value-Type Situations"

Feb 21, 2022

Today, Dan talks with Peter Boockvar, the chief investment officer of $8 billion wealth-management firm Bleakley Financial Group.

As a top-down investor, Peter focuses on "bombed-out, value-type situations" that can be distilled into overarching investing themes.

One of the big themes Peter sees right now is a global, unstoppable force of people wanting to break out of their pandemic bubbles and travel. That doesn't mean he's long airlines. In fact, he cautions against such proven, cyclical money pits... instead preferring alternative plays on the travel industry, like hotels, casinos, or online travel agencies.