Feb 28, 2022
In this week's episode of Stansberry Investor Hour, Dan speaks with Rob Arnott. When Rob talks, we listen. And right now, he's saying that the market cycle is turning from one predominated by growth to one predominated by value.
That presents an exceptional opportunity for the patient contrarian value investor. Rob discusses his two "core investment principles" and his forecast for out-of-control inflation (including a few "inflation fighter" places to consider putting your money today).
He also covers a proprietary definition of the term "bubble," what's going on with electric vehicles, the "best way to read the news," and much more.