Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks | #462
Today’s returning guest is , a leading financial writer and the founder of MarketWise. His newest venture, , was launched last year. In today’s episode, Porter shares his frustrating ending with Stansberry Research and then why he chose to launch...
The Meb Faber Show - Better Investing
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Show Notes
Today’s returning guest is Porter Stansberry, a leading financial writer and the founder of MarketWise. His newest venture, Porter & Company, was launched last year.
In today’s episode, Porter shares his frustrating ending with Stansberry Research and then why he chose to launch a new research firm last year. He walks us through the major themes he’s focused on over the next cycle: capital efficient, cash-flowing companies, a big upcoming distressed debt cycle, and the energy transition. Plus – he shares some names and ideas for each.
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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