Episodes

Is the Cure Worse than the Disease?

Episode #147 | March 27, 2020

In This Episode

On this week’s episode, Dan gives the latest updates on what is on everyone’s mind, the Coronavirus. At the moment, unfortunately, we have more questions than answers.

“What happens if the poorest in our country can’t work for 6-8 weeks?”

“What happens if Americans go back to work before the virus ends?”

“Is the cure worse than the disease?”

Then on this week’s interview, Dan invites Principal of Bearing Asset Management, Kevin Duffy, onto the show.

Bearing Asset Management was one of the few firms on Wall Street warning their clients of the housing and credit bubble before 2008.

Dan asks Kevin about his new newsletter “The Coffee Can Portfolio.” It’s based on an older contrarian investment strategy that you may be unaware of.

Kevin tells Dan stories of what it was like on Wall Street during the Financial Crisis and why the situation today seems so different.

Porter has a big announcement for these questionable times. Click here to listen in.