Evermore CEO Sees Global Slowdown Underway in Many Industries

The video discusses the impact of CPI and hawkish comments from Fed presidents on the market. It highlights a global slowdown and the importance of a contrarian investment strategy, focusing on undervalued stocks during downturns. The discussion covers the benefits of lower interest rates for economic activity and specific industries, such as chemicals and shipping. The speaker emphasizes crisis investing, finding opportunities in market fear, and avoiding popular momentum stocks in favor of companies undergoing restructuring.

How does the speaker describe their investment strategy during times of market fear?

What types of companies does the speaker prefer to invest in, and why?