Exploring Predictions for Cyclical Commodities in 2022

This chapter explores the surprising disconnect between the strong cash flow of cyclical commodities companies and their stagnating stock prices. The discussion highlights current trends, market behaviors, and insights into why positive earnings reports aren't driving immediate market responses.

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Trey Lockerbie invites back Andrew Walker of Rangeley Capital to provide an update on the Discovery merger with WarnerMedia and to discuss his top 5 predictions for 2022.

IN THIS EPISODE, YOU’LL LEARN:

01:27 - Predictions of the Discovery stock price post-merger.
02:34 - Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies.
24:22 - The bullish case for cable companies.
31:10 - The fall of peloton and how the price to value looks today.
38:55 - The law of large numbers, how high flying tech might have its wings clipped.
42:36 - How SPACs will fair since the recent bubble burst.
And much much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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