Stansberry Investor Hour
2021's Crazes Are Still Kicking Today
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:28:07
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Sinopsis
On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks the show off by discussing the GameStop meme-stock craze and the deep-value market dynamics that were at play during the whole debacle. He argues that the "dumb money" folks (such as Keith Gill) got a bad rep and the self-titled "smart money" folks weren't very smart. (3:13) Next, Bryan talks about the bubbles in special purpose acquisition companies ("SPACs") and Software as a Service ("SaaS"). He points out that the pendulum can quickly swing from overloved to overhated. Bryan shares that, because of this, he's still finding winners in the SPAC scrap heap and he believes SaaS valuations are far too low today. He also explains how retail investors got clobbered by the smart money on SPACs and why cannabis stocks present such a good opportunity now with the impending reclassification o