John Rogers Says Media and Financial Services Stocks Are Cheap

The video discusses investment strategies during different market conditions, highlighting the importance of finding bargains when markets are down. It covers the economic growth cycle post-2009 recession and its impact on stock prices. The speaker shares their investment performance, emphasizing a consistent strategy over 36 years. Successful investments, such as Royal Caribbean, are highlighted, along with optimism for media stocks like Madison Square Garden Network.

What are the potential impacts of a recession on stock prices and society according to the speaker?

Can you describe the investment strategy used by the speaker over the past 36 years?