The Meb Faber Show: “Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & Energy Stocks”
Porter Stansberry on a Potential Recession, Opportunities in Distressed Debt, & Energy Stocks
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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20230119
