Shows
The Contrarian Investor PodcastRecession Fears Are Overblown: Robert Smallwood, The Contrarian CatalystRobert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming. This podcast episode was recorded on Thursday, March 13, 2025 and made available to premium subscribers less than 24 hours later! More information on premium subscriptions is available on our Substack. Content Highlights Bearishness appears to have taken over markets. The S&P 500 just entered a correction. The guest is not buying that narrative (1:16); The uncertainty created by the new US president may be intentional to lower bond yields -- and interest rates (4:15); European...
2025-03-1824 min
The Contrarian Investor PodcastEconomic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce TrustScott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the onset of Trump tariffs. This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded. Information on premium membership is avaliable here. Content Highlights The "Trump tariff barrage" will lead to slower growth, lower economic activity, and higher inflation -- in the short term (1:51); Over the medium term however, tariffs should not trigger a recession, nor will they have a lasting...
2025-03-1130 min
The Contrarian Investor PodcastPessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa AdvisorsPhil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies. This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More information is available here. This podcast deviates from the usual format by including the guest's first-hand account of the LA wildfires. This admittedly has only limited relation to investing, but was kept mostly intact for human interest reasons. Listeners can skip past...
2025-03-0454 min
The Contrarian Investor PodcastAI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns. This podcast episode was released to premium subscribers on Monday, Feb. 17, 2025 without ads or announcements. For more information about premium membership options, visit our Substack. Content Highlights AI stocks have been on an incredible run, massively growing profits without much capital spending. That equation has changed... (1:51); Tech companies are going from software businesses to manufacturing concerns -- capital- and energy-intensive businesses that simply can't produce the same growth as p...
2025-02-2142 min
The Contrarian Investor PodcastPrepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout CapitalRohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets. Content Highlights Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stocks. That is due for a cyclical reversal (1:00); There are three factors supporting US growth. One of them is almost certainly due to run its course (4:43); The global economy revolves around the US consumer as driver of growth...
2025-02-1347 min
The Contrarian Investor PodcastThe Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street EconomicsLes Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt. This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack. Content Highlights The US economy is headed to 'serious problems' and the guest's mission is to educate people to the gravity of the situation (1:47); Debt and fiscal deficits are nothing for the US. But its debt/GDP...
2025-01-2830 min
The Contrarian Investor PodcastNatural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid GuindoFarid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly difficult, expensive, and risky (2:58); The 'John D. Rockefeller moment' for natural gas (5:46); What role can nuclear energy play? (16:03); In natural gas, there will be winners and losers, however... (18:00); Where are the best opportunities? (19:51); Background on the guest (28:39); How will the new presidential administration (Trump 2.0...
2024-12-2747 min
The Contrarian Investor PodcastOpportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth CapitalJonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure. This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack. Content Highlights Quick primer on closed-end funds and their difference with mutual funds and ETFs (1:18); Municipal bonds and what to look for there (16:01); What kind of yield can investors expect from this asset class? (23:31); Background on the guest (26:50); Rising interest rates and inflation are certainly a risk for muni b...
2024-11-2140 min
The Contrarian Investor PodcastUS Election 'Black Swans' Include Significant Chance of Political Violence https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election. Blyth is a career national security professional, having worked for US and British civil and military operations globally. This podcast episode was recorded on Oct. 30, 2024 and was made available to premium subscribers that day. To learn about premium subscription options, visit our Substack. Content Highlights Background on the guest and why he is qualified to speak of all things national and international security (1:42); Main concerns entering the...
2024-11-0132 min
The Contrarian Investor PodcastTariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets. This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack. Content Highlights The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means for markets and the economy (2:11); What if Trump doesn't win? That has become the contrarian take (3:45); How...
2024-10-3035 min
The Contrarian Investor PodcastTrends Point to Trump Victory, Republican Sweep: Flip PidotFlip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump -- and a Republican sweep of Congress. This podcast episode was recorded on Oct. 22, 2024, and made available for premium subscribers that same day -- without ads or announcements. More information on premium membership options is available on our Substack page. Content Highlights What started as a toss-up has quickly moved to resounding victory for Trump (1:38); About $40 million-worth of pro-Trump bets have flooded prediction markets in recent weeks (4:55...
2024-10-2348 min
The Contrarian Investor PodcastThe Bull Case for Industrial Commodities, AI, and More, With Tony GreerTony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more. This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack. There are a few points in this episode where adult language is used. Listener discretion is advised. Content Highlights Why energy commodities, precious and base metals are all set up to rally (1:31); China's stimulus package boosted industrial metals. The bounce should not...
2024-10-0134 min
The Contrarian Investor PodcastFinding Contrarian Investors Among US Presidents Past and PresentHear podcast episodes without ads and before regular listeners by subscribing to our premium offering. Megan Gorman joins the podcast to discuss her book 'All the Presidents' Money; How the Men Who Governed America Governed Their Money,' in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year's presidential and vice presidential candidates. Content Highlights The most contrarian investor among US presidents? Gerald Ford, the man who pioneered sitting on corporate boards and the presidential speaker circuit (1:24); Perhaps unsurprisingly US presidents were quite...
2024-09-2549 min
The Contrarian Investor PodcastFed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James FishbackJames Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues. This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here. NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the host or the Contrarian Investor Podcast more generally. Content Highlights The Federal Reserve is expect to cut 200 ba...
2024-09-1050 min
The Contrarian Investor PodcastEconomic Data Pointing in Right Direction, for Now: Colin White, Verecan CapitalColin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a 'soft landing' to have increased... This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page.. Content Highlights Economic indicators are pointing to increased chances of a 'soft landing'... (1:10); The Federal Reserve (and other central banks) have 'bullets in their gun' in the form of interest rate cuts, should the need arise. Another reason for confidence (3:27...
2024-08-2142 min
The Contrarian Investor PodcastBonds Poised for More Upside. Tech Stocks Too: Chad OlivierChad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks. This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day -- without ads or announcements. More information on premium subscriptions is available here. Content Highlights The view of the bond market has changed with the Fed (1:18) The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it... (3:18); The 10-year yield should drop to...
2024-08-0639 min
The Contrarian Investor PodcastGold Prices Set to Move (Even) Higher: Dana SamuelsonDana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year. This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming a premium subscriber -- and the host of other benefits it involves -- visit our Substack. Content Highlights Gold is trading right near all-time highs. Can there really be more room for upside? (1:48); One thing missing from the equation for still...
2024-07-2540 min
The Exit Plan PodcastMergers and Acquisitions (ft. Jonathan Baker) Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself. He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies. In 2011, he...
2024-07-0257 min
The Contrarian Investor PodcastThe 'Stoic Investment' Primer, With Darius ForouxDarius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing. This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day -- without ads or announcements. For more information on premium subscriptions, visit our Substack. Content Highlights How interest in philosophy rekindled his interest in investing after the great financial crisis (1:32); A brief introduction to stoicism, a 2,300 year-old philosophy that is distinct from cynicism (4:08); How to apply this to investing (6:14); Isn't investing in indexes just...
2024-07-0250 min
The Contrarian Investor PodcastUS Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy CapitalLeo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment. This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions. Content Highlights "Labor markets are way too hot." There will be "no landing" (1:48); Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59); 'Stagflation lite' (8:31); Our views of credit creation are...
2024-06-1450 min
The Contrarian Investor PodcastStock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, UnlimitedBob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities... This podcast episode was recorded on Tuesday, May 28, 2024 and made available to premium subscribers the following day. To become a premium subscriber, visit our Substack. Content Highlights Stock markets are pricing in a lot of optimism. Just how unrealistic is that? (1:19); What is there to indicate the economy could slow this year or even next? (4:34); A recession may be years away rather than months under current conditions. But conditions, a...
2024-06-0444 min
The Contrarian Investor PodcastThe Specter of Stagflation Still Looms: Ayesha TariqAyesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights: The macro set-up and why people are talking about stagflation (1:56); The K-shaped economy and the damage being done (3:31); Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50); Faced with this backdrop, what does one do as an investor? (13:03); China...
2024-05-1327 min
The Contrarian Investor PodcastTrend-Following Strategies for the New World Order: Doug Greenig, Florin Court CapitalThis episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page. Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities. And of course how this all impacts his trading strategy. Content Highlights The world has undergone many changes with the...
2024-04-241h 09
The Contrarian Investor PodcastThe Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX ResearchThis podcast episode was recorded Friday, March 29, 2024 and made available to premium subscribers the next trading day. To become a premium subscriber and take advantage of a host of other benefits, visit our substack. Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns are overdone, and to provide one stock pick -- and it's not Nvidia, though he does discuss that at some length. Some mature language is used at a few points. Sensitive listeners should be advised. The guest's mi...
2024-04-0550 min
The Contrarian Investor PodcastStock Income Will Be Key for the Next Stage of Financial Market History: Daniel PerisThis podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack. Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows. Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear! Content Highlights Cashflows have become ignored in the marketplace with investors accustomed to speculation over income. That is...
2024-03-2752 min
The Contrarian Investor PodcastLessons From Financial History: Mark HigginsThis podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium memberships visit our Substack. Mark Higgins, author of the new book, Investing in Financial History, joins the podcast to discuss lessons from the past and what period is the most appropriate point of comparison to today's market environment. Content Highlights What period from the past compares closest to the one we're living through now? It's a combination of several... (1:56); The last time the US -- and Federal Reserve -- battled serious inflation was from 1965 to th...
2024-03-1338 min
The Contrarian Investor PodcastTime to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow AdvisorsThis podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast. Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio. Content Highlights The stock market highs for the year will be set during the first quarter (1:47); "There are things that people don't see" (or at least don't publicize) that are pointing to a slowdown...
2024-02-2139 min
First Pentecostal Church of Durham07-02-23 Sun AM “The Spirit of the Baker” Rev. Taylor Fish07-02-2023 Sun AM “The Spirit of the Baker”Rev. Taylor FishGenesis 40:1-9, 16You can contact us at https://fpcdurham.org/contact
2024-02-1256 min
The Contrarian Investor PodcastUS Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024. This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content Highlights The outlook for the economy is surprisingly optimistic given the set-up going in to last year (1:30); The Federal Reserve is unlikely to cut interest rates for some time (2:39); Can stocks continue to advance without rate cuts? The outlook for small caps and mid-caps... (6:35...
2024-02-0145 min
The Contrarian Investor PodcastMarkets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides MacroeconomicsThis episode was recorded on Jan. 8, 2024, and made available to premium subscribers the following day -- without ads or announcements. For details on how to become a premium subscriber (it's very easy), visit our Substack or Supercast. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his outlook for the economy and markets in 2024. Content Highlights Knapp's outlook for 2023 played out until September. Then the Fed changed the rules of the game somewhat and markets now face a difficult period... (3:29); Investors are expecting a recovery in earnings, which may be hard to achieve (7:00); The drop i...
2024-01-1152 min
The Contrarian Investor PodcastRisks Point to Downside in 2024: Kyrill Asatur, CenterfinThis podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages. Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year. Content Highlights Consensus estimates for 2024 are going to be wrong, just like they were for this year and every year before it (2:12); Coming in to t...
2023-12-2743 min
The Contrarian Investor PodcastShort-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt NapThis podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up through our Substack or Supercast. Jared Dillian of the Daily Dirt Nap joins the podcast to discuss his bullish views on short-term Treasuries and less optimistic outlook for the US economy. He also discusses his work as an author and views on disparate issues facing society. Note: The podcast episode contains some mature language. Content Highlights The 'soft landing' scenario appears to have become the base case. Dillian doesn't quite buy that (1:37); T...
2023-12-0540 min
The Contrarian Investor PodcastOpportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ GlobalThis podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber, sign up through our Substack or Supercast. Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks. Content Highlights The first issue with emerging market investing is the index. These do not accurately reflect the real opportunities (1:19); Individual stocks, especially of technology companies...
2023-11-2158 min
The Contrarian Investor PodcastOpportunities in Credit Markets with Tom Carney, Weitz InvestmentsThis episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast. Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets. Content Highlights Carney's views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33); Opportunities include the non-corporate bond market, specifically the asset-backed securities market (5:38); The guest has a unique view into consumer lending. There are defaults, but not more than usual (10:37); Discussion of...
2023-10-3146 min
The Contrarian Investor PodcastStocks, Bonds to Rally in Q4: David HunterA short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast. David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds. Not investment advice. Content Highlights Views on the bond market (1:31); The Federal Reserve will likely pause again at its next meeting, on Nov. 1 (6:41); Views on...
2023-10-1652 min
The Contrarian Investor PodcastContrarian Investing Primer With Phil Pecsok, Anacapa AdvisorsThis episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here. Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street. Content Highlights The guest provides his views of contrarian investing and how he uses it (1:27); Examples of blaring contrarian signals from past cycles (9:00); The Fed is likely to stay hawkish (13:14); The 'Rule of 3' in contrarian investing as illustrated in...
2023-09-2052 min
The Contrarian Investor PodcastHard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha TariqThis podcast episode was recorded on Aug. 29 with a 'highlight' clip of the most actionable insights released to premium subscribers that same day. Premium subscribers then received the full episode -- without ads or interruptions -- the following day, on Aug. 30. To find out more about premium subscriptions, visit our Substack. Ayesha Tariq, co-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landing for the US economy along with other contrarian views she has about the Federal Reserve and global financial markets. Content Highlights The 'soft landing' scenario has...
2023-09-0438 min
The Contrarian Investor PodcastDiamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac KinneyThis podcast was released to premium subscribers on Aug. 24. Become a premium subscriber on Substack or Supercast. Cormac Kinney, founder and CEO of Diamond Standard, joins the podcast to discuss the concept of diamonds as an asset class: why they haven't become an investable commodity like other precious metals, how that may be changing, and what investors can expect in terms of correlation to other assets and alpha. Content Highlights Why haven't diamonds become an investable asset class like precious metals or other commodities? (1:11); Some of the economics behind diamond production and why supply is dropping d...
2023-08-3046 min
The Contrarian Investor PodcastSome Disparate 'Best Ideas' for the Rest of 2023: Brooker BelcourtThis episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here. Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform's best analysts are picking up right now and the 20 names that have emerged... (Not investment advice). Content Highlights What are the best Covey analysts picking up right now? (1:37) The platform's 20 best positions are split into four buckets: growth winners like Nvidia (NVDA) and Tesla (TSLA), healthcare (three names including biopharma), 'high-quality' names like Autozone (AZO) and Disney...
2023-08-2326 min
The Contrarian Investor PodcastThe Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture InvestorsThis podcast episode was released to premium subscribers the same day it was recorded. Become a premium subscriber by signing up on our Substack or Supercast. Peter Kraus, founder and CEO of Aperture Investors, joins the podcast to discuss his views on the economy, why he expects the 'soft landing' to occur, but why it will quickly give way to renewed concerns. Content Highlights An economic soft landing is likely, but will be transitional (1:38); The Fed is unlikely to 'break more stuff' as this spring's banking crisis was a short-term liquidity crisis that has since been...
2023-08-1049 min
The Contrarian Investor PodcastInvestor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter AtwaterThis podcast episode was made availableto premium subscribers on July 25 without ads or announcements. There are many other benefits to being a premium subscriber. Sign up through Supercast or our Substack. Peter Atwater joins the podcast to discuss the ideas from his latest book, "The Confidence Map: Charting a Path From Chaos to Clarity." Crucially, he tells listeners why investor confidence is today fast approaching the 'invulnerable extreme' that indicates a top in markets... Content Highlights Investor preferences change dramatically with their confidence levels. Generally high confidence corresponds to preference for abstract items (NFTs, cryptos) whilst...
2023-07-2740 min
The Contrarian Investor PodcastContrarian Wealth-Generation, With Stephanie WalterPremium subcribers received this (and every) episode early and without ads. Stephanie Walter of Erbe Wealth joins the podcast to discuss some of the trade secrets of ultra-wealthy investors. Listeners may be shocked to hear about their very small allocation to public equities... Content Highlights A unique way to generate tax-free income through so-called premium financing insurance (1:51); The security works as a life insurance policy with a premium paid by a bank (5:45); These securities are illiquid, with a lock-up of 10 to 15 years, but the coupon pays double-digit percent -- tax free (7:34); Cap rates are starting to...
2023-07-2040 min
The Contrarian Investor PodcastTrend-Following Strategy Primer and Current Opportunities, With Anthony Todd, Aspect CapitalThis podcast episode was released to premium subscribers on July 12 without ads or announcements. There are numerous other benefits for the premium service, which are spelled out on our Substack. Anthony Todd, the founder of Aspect Capital, joins the podcast to discuss the trend-following investment strategy he helped pioneer almost 50 years ago including where it might be particularly applicable in today's markets. Content Highlights What is trend-following? Quick primer (1:06); What makes a trend? (5:23); What markets does Aspect Capital trade? (7:52); Current opportunities (9:11): Fixed-income (10:09); Agricultural commodities (10:58); Price action is paramount in the trend-following model, and it can lead...
2023-07-1335 min
The Contrarian Investor PodcastRegional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate: Chris Bemis, X-Cubed CapitalThis podcast episode was released to premium subscribers on June 15 without ads or announcements. There are numerous other benefits to premium subscriptions, which are spelled out on our Substack. Chris Bemis, co-founder of X-Cubed Capital, joins the podcast to discuss his views on regional bank credit risk, the nascent bubble in AI tech stocks (and AI more generally), problems in commercial real estate, and how he applies his mathematics background to investing. Content Highlights Last September, X-Cubed's credit risk signals flashed red over regional banks, causing the firm to put on some trades to profit. That...
2023-06-2042 min
The Contrarian Investor PodcastInflation Will Persist Above the Fed's Comfort Level: Naomi FinkThis episode was made available to premium subscribers on June 1 without ads or announcements. To become a premium subscriber sign up on Supercast or Substack. Naomi Fink, founder and CEO at Europacifica Consulting in Los Angeles, joins the podcast to discuss her view that inflation will prove more elevated and persistent than market participants are anticipating -- and how and where this impact will be felt. Content Highlights Inflation caught investors by surprise and investors could be forgiven for thinking inflation will drop again. But inflation will more likely normalize around a higher rate (3:15); There are mul...
2023-06-071h 01
The Contrarian Investor PodcastAI is Overhyped, Will Only Worsen Inequality: Simon JohnsonThis episode was made available to premium subscribers on May 24, without ads or announcements. To become a premium subscriber sign up on Supercast or Substack. MIT Economist Simon Johnson joins the podcast to discuss his book, 'Power and Progress, Our Thousand-Year Struggle Over Technology and Prosperity' and specifically why artificial intelligence is likely overhyped, and that not just from an investment perspective. Content Highlights Artificial intelligence's default trajectory is about machine intelligence, code for replacing people with machines. Historically, this has not brought great things (1:21); Indeed technological progress has not always benefited everybody, but just a sm...
2023-05-3135 min
The Contrarian Investor PodcastValue Stock Geek on Google, Meta, Taiwan SemiconductorThis episode was recorded on Tuesday, May 16 and made available to premium subscribers that same day. To become a premium subscriber sign up on Supercast or Substack. Value Stock Geek rejoins the podcast to discuss recent portfolio acquisitions Google (GOOG), Meta (META), and Taiwan Semiconductor (TSM), what's on his watch list, and where and when he could be looking to buy. Content Highlights The case for Google stock (1:54); Artificial intelligence and how that is impacting Google's business (6:40); Meta and the Metaverse: investing in the legacy business plus Instagram (7:38); Taiwan Semiconductor: cyclical, yes, but a good bet for t...
2023-05-1841 min
The Contrarian Investor PodcastMild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot KallenThis episode was recorded on Tuesday, May 9 and a short highlights reel was made available to premium subscribers that same day. The full podcast episode followed a day later. To become a premium subscriber sign up on Supercast or Substack. Elliot Kallen, founder of Prosperity Financial Group, joins the podcast to discuss his expectations for a coming recession, to start this summer, and why some of the best opportunities may be in technology stocks and corporate bonds. Content Highlights Tech stocks: the pullback is coming (3:31); The market is starting to flatline. Look to midcap value stocks (6:04...
2023-05-1143 min
The Contrarian Investor PodcastAuthor of 'SBF' on his Book's Subject, What Undid FTX, Future of CryptosThis podcast episode was recorded on Monday, May 1, and released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Brady Dale joins the podcast to discuss his book, 'SBF: How the FTX bankruptcy unwound crypto's very bad good guy' and offer his thoughts on the present and future of cryptocurrencies. Content Highlights Who is Sam Bankman-Fried exactly? Is he a crook? (Yeah, probably) Misunderstood? The author has known SBF for awhi...
2023-05-0453 min
The Contrarian Investor Podcast3 Stock Picks, the Case for Investing in Malaysia: Aaron PekThis podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. To track a partial portfolio of Value Investing Substack, click here. Aaron Pek of Value Investing Substack joins the podcast to discuss his bullish outlook on three individual stocks and more generally the investment case for Malaysia. Content Highlights First idea: Intel (INTC) and why it can compete with Samsung (SSNLF) and Taiwan Semiconductor (TSM) (2:33); Some additional background on Intel and its business case (4:49); Bears s...
2023-04-2550 min
The Contrarian Investor PodcastRisk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus ResearchThis podcast episode was recorded on Thursday, April 6, with an actionable highlights clip previewing the following day's non-farm payrolls released to premium subscribers that same day. The full podcast episode was then released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Mike Singleton of Invictus Research rejoins the podcast to discuss his pessimistic outlook for the economy, why he's concerned about credit risk, and why the Federal Reserve should end up...
2023-04-1129 min
The Contrarian Investor PodcastTech Is Not Dead, Though It Is Certainly Changing: Kevin PhilipThis podcast episode was recorded on Thursday, March 23 and released to premium subscribers the following day. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Kevin Philip of Bel Air Investment Advisors joins the podcast to discuss why he's still bullish about technology despite seismic changes in that industry, his less enthusiastic take on cryptocurrencies, and other issues he's watching -- be they in the banking sector or geopolitically. Content Highlights Tech is not dre...
2023-03-2846 min
The Contrarian Investor PodcastDiscussing the Possible End of QT With One Who Worked at the FedThis episode was recorded in two parts, with a special segment added on March 14 to address the failures of Silicon Valley Bank and Signature Bank of New York. Premium subscribers gained access to this added segment the same day it was recorded. Here it has been merged into the same file to create a single episode. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast. Jake Schurmeier of Harbor Capital Management joins the podcast to discuss his e...
2023-03-1642 min
The Contrarian Investor PodcastTrader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to CashThis podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Mark Szemeszki joins the podcast to discuss his highly profitable short crypto trades from last year and why his business cycle theory has him sitting in cash. Content Highlights Three-hundred-and-eighty percent (380%) returns last year. How did he do it? (2:47); The macro view and leading indicators are pointing to a recession right now, which makes risk-taking more problematic in the short term (4:17); His short crypto trades p...
2023-03-0736 min
The Contrarian Investor PodcastYes, the Fed Can Still Engineer a Soft Landing: Callie Cox, eToroA short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 — almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Callie Cox of eToro joins the podcast to discuss her view that the Federal Reserve can engineer a 'soft landing' -- defeating inflation while not tipping the US economy into a recession...
2023-02-2137 min
The Contrarian Investor PodcastThe Future of Technology Investing is Hardware, not Software: Robert CoteA short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 -- almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Robert Cote, principal at Cote Capital Management, joins the podcast to discuss his model of technology investing, how it's different than venture capital, and which areas of new technology that he is...
2023-02-1447 min
The Contrarian Investor PodcastA Global Economy Beset by Discrepancies, With Joseph PolitanoJoseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out. Content Highlights US home prices could be due for more declines, based on how housing starts and interest rates have been trending (2:15); How much of the strength of the labor market is due to interest rate hikes not having taken full effect yet? (4:09); Expecting a 'mild recession' may be as naive as anticipating a 'soft landing' (8:44); Traditional leading indicators are out of synch, with manufacturing employment dropping precipitously but...
2023-02-0245 min
The Contrarian Investor PodcastChina Reopening: Underestimating the Impact on Global Economy, Markets With Mike EdwardsThis podcast episode was recorded Jan. 18, 2023, with a short clip of actionable highlights distributed to premium subscribers the following day. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits, visit our Supercast or Substack and sign up! Mike Edwards, deputy chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss China's post-Covid reopening and why its impact on global markets is not being fully priced in by investors. Content Highlights China's abrupt U-turn over 'Zero Covid' is unquestionably...
2023-01-241h 03
The Contrarian Investor PodcastCyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 2023 OutlookThis podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he's expecting inflation to drop to 3.5% by the second half of the year. Content Highlights Inflationary recessions are different from deflationary ones. The last four were the latter. If there is a recession this year, it...
2023-01-0953 min
The Contrarian Investor PodcastRecession in 2023 Should Be Benign With Ample Job Growth: Alex ChausovskyAlex Chausovsky, vice president of analytics and consulting at Miller Resource Group, rejoins the podcast to discuss his surprisingly upbeat economic outlook for 2023, driven by a healthy labor market in the US. Content Highlights There may be a recession in 2023 but the US labor market should hold up just fine (3:03); The guest's assessment is due to first-hand knowledge as his employer is a recruiting firm. None of their clients are slowing hiring (5:37); The trend is due in part to re-shoring of high-end manufacturing to the US, but also to non-US companies seeking to establish manufacturing centers stateside (7:46); The...
2022-12-2242 min
The Contrarian Investor PodcastHard Assets the Place to Be in '23: Kyrill Asatur, CenterfinThis podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Kyrill Asatur, co-founder and CEO of Centerfin, joins the podcast to discuss his view on asset allocation going into 2023: why he is bullish on hard assets like energy and bearish on fixed income -- and why the inflationary environment is likely going to stick around. Content Highlights How Centerfin was set up coming into this year and what went into its contrarian decision to avoid fi...
2022-12-0845 min
The Contrarian Investor Podcast'Options Mike' on the Coming Year-End Rally for StocksThis podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Michael Pisani, aka Options Mike, joins the podcast to discuss why he's anticipating a year-end rally in stocks. Content Highlights It's been a tough year for stocks and risk assets. That may be about to change (2:10); Jerome Powell and the Fed have twice this year fooled markets into anticipating a pivot. But something has changed and the FOMC is no longer unanimous with its hawkishne...
2022-12-0135 min
The Contrarian Investor PodcastThe Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, Ep. 32)Premium subscribers received this episode several days early -- and without ads or announcements -- as they do all podcast episodes. Sign up on Supercast or Substack. You can also take our listener survey to receive a free month of access. Jeremy Cordon joins the podcast to discuss his Goldback creation. These gold-imbued currency notes are worth upwards of 1/1000 a troy ounce and are already circulating (and being used) for point-of-sale transactions. Content Highlights Goldbacks seek to solve one of the challenges of using gold as a currency of exchange: the lack of small denominations that...
2022-11-2238 min
The Contrarian Investor PodcastPrepare for a 'Long Slog' in Stock Markets as Fed Hikes Continue: Bob ElliottA 'highlight clip' of actionable items from this podcast was released to premium subscribers on Nov. 7, the same day it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Don't want to pay? Take our readership survey and get a month free. Bob Elliott, chief investment officer of Unlimited Funds, joins the podcast to discuss his views on the Federal Reserve, inflation, the midterm elections, and why stocks have entered a long 'slog' for the foreseeable future. Content Highlights Investors ha...
2022-11-0952 min
The Contrarian Investor PodcastInvestors Are Ignorant, Fade Their Conviction: Jason ShapiroA 'highlight clip' of actionable items from this podcast was released to premium subscribers on Oct. 24, with the full episode released the following day -- without ads or announcements. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Jason Shapiro joins the podcast to discuss his trading strategy, based on the simple premise that most investors are wrong most of the time. This approach requires trades to be crowded, which is decidedly (and surprisingly) not the case right now -- with two possible exc...
2022-10-2644 min
The Contrarian Investor PodcastThere's Still Time to Hedge Tail Risk -- At Least for Stocks: Kris SidialA 'highlight clip' of actionable items from this podcast was released to premium subscribers on Oct. 17 -- one business day after it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Kris Sidial of The Ambrus Group joins the podcast to discuss tail-risk hedging: how it works, why it's important, and how investors can still take advantage of volatility mispricings to protect themselves against further downside -- at least in stocks. Content Highlights What is tail risk hedging? (3:19); Tra...
2022-10-1953 min
The Contrarian Investor PodcastThe Fed's Inflation Battle Is Doomed to Fail: Fabian WintersbergerA 'highlight clip' of actionable items from this podcast was released to premium subscribers on Oct. 10. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Fabian Wintersberger joins the podcast to discuss his views on the economy, inflation, and Fed policy. Content Highlights The Fed will not succeed at bringing inflation down to 2%. There will be no soft-landing for the economy (2:48); Interest rate hikes will proceed until something breaks in the real economy, forcing the Fed to reverse course (5:04); Bond...
2022-10-1227 min
The Contrarian Investor PodcastBullish on Oil, Pipeline Stocks, Long-Term Bullish on Cannabis: Todd SullivanThis podcast episode brought to you by Covey -- Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Todd Sullivan of ValuePlays.com rejoins the podcast to discuss oil markets and the investment case for cannabis. Sullivan's call for $100 oil last year turned out to be prescient. Oil prices have retreated from their peak, but that will be short-lived, he says... (This episode was recorded Sept. 22, before the recent rebound in oil prices. Premium subscribers get an early acti...
2022-10-0550 min
The Contrarian Investor PodcastJordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And MorePremium subscribers received an eight-minute clip containing the most actionable highlights from this episode on Sept. 26. This is just one of many benefits of premium membership. For more visit our Substack or Supercast. Jordi Visser, president and chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism during this trying time for global financial markets. Content Highlights The environment is constructive for risk assets (2:26); Focus has moved from inflation. Investors are too negative (3:50); The Fed is raising interest rates. Inflation is coming down -- a lot faster than...
2022-09-2854 min
The Contrarian Investor PodcastStagflation Is Coming Soon, Staying Awhile: Axel MerkThis podcast episode was recorded on Sept. 16, with a short highlight clip containing the most actionable items released to premium subscribers that same day. The full episode was released to premium subscribers without ads or interruptions a day after recording. Axel Merk, president and chief investment officer at Merk Investments, joins the podcast to discuss his views on stagflation, the Federal Reserve, U.S. dollar, and why the bottom is not yet in for stocks. Content Highlights Printing money does not fix supply issues. Next stop: Stagflation (2:59); The current environment simply is not conducive to taki...
2022-09-2247 min
The Contrarian Investor PodcastInflation Will Ease, Fed Hikes Will Not: Richard ExcellThis podcast episode was recorded on Sept. 12, with a short highlight clip containing the most actionable items released to premium subscribers that same day. The full episode was released to premium subscribers without ads or interruptions a day after recording. To accommodate this new format, and our new production schedule featuring weekly podcasts, subscription prices are scheduled to increase. However, the old rate can be locked in for a limited time through this link (also mentioned in the intro). Richard Excell, former prop trader and portfolio manager and currently a professor of finance at Gies C...
2022-09-1442 min
The Contrarian Investor PodcastConvertible Bonds Offer Protection Against Stagflation, Other Ills Facing Markets: Daniel Partlow (Szn 4, Ep23)This podcast episode was released to premium subscribers on Sept. 1, 2022 without ads or announcements. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $9/month. Daniel Partlow, chief risk officer at Advent Capital Management, joins the podcast to discuss convertible bonds. Partlow is a specialist in these securities, having written a book on the subject titled 'Convertible Securities: A Complete Guide to Investment and Corporate Financing Strategies.' Content Highlights First, the basics: What are convertible bonds an...
2022-09-0648 min
The Contrarian Investor PodcastBeating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22)This podcast episode was released to premium subscribers two days ago without ads or announcements. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $9/month. Chris Hutchins joins the podcast to discuss his strategy for asset allocation, which leans heavily on passive investing and optimizing earnings power rather than picking stocks. In this (admittedly) unorthodox episode he discusses some of his methods. Content Highlights You probably can't beat the market. Instead of trying to optimize the po...
2022-08-2444 min
The Contrarian Investor PodcastHugh Hendry, OG ContrarianThis podcast episode was recorded on Aug. 3 and released to premium subscribers the following day. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $9/month. Hugh Hendry is a man who needs no introduction to contrarians. Over the course of this 90-minute conversation, he provided many views on markets, the economy, the Federal Reserve, China, and a lot more. Of particular interest to investors are his bullish views on commodities, oil producers, and luxury goods makers... Content Hi...
2022-08-091h 30
The Contrarian Investor PodcastThe Bullish Case for Rare Earths: Louis O'ConnorThis podcast episode was released to premium subscribers on July 26. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $9/month. Free trials are available. Louis O'Connor, CEO of Strategic Metals Invest, joins the podcast to make the case for rare earth metals. These commodities, hitherto unavailable to retail investors, are now accessible and entering the mainstream... Content Highlights Rare earth metals (sometimes called rare earth elements) are intrinsic to daily life. They are part of modern te...
2022-08-0239 min
The Contrarian Investor PodcastOil Prices Will Rise to $200/Barrel: Salem AbrahamThis podcast episode was released to premium subscribers on July 12. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $9/month. Free trials are available. Salem Abraham of Abraham Trading Co. joins the podcast to discuss his bullish outlook for oil, predicated on supply issues and under-investment. Content Highlights The shift to renewable energy is real, even in the Texas panhandle. But the transition is still in the very early stages. Oil and gas are still needed...
2022-07-1841 min
The Contrarian Investor PodcastAssessing the Precarious State of Markets With Marc ChandlerThis podcast episode was released to premium subscribers ton July 5 -- the same day it was recorded. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast. Prices start around $10/month. Free trials are available. Marc Chandler, chief market strategist at Bannock Burn Global FX, joins the podcast to discuss the precarious state of markets and what he is expecting from upcoming releases of key economic data. He also provides a pair of investment ideas for these times, with the understanding that nothing...
2022-07-0734 min
The Contrarian Investor PodcastFed Will Reverse Course on Rate Hikes, And Soon: Deer Point MacroThis episode is brought to you by StockMarketHats.com — claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber. Deer Point Macro joins the podcast to discuss his view that the U.S. Federal Reserve will only hike interest rates once more before easing. Content Highlights The Fed is not some magical organization that can control all parts of monetary economics (2:50); The Fed can create demand for credit, but banks have to provide supply. And banks are pushing back (5:03); What to make of the Fed's rate hikes this year? How has t...
2022-06-2344 min
The Contrarian Investor PodcastReasons for Optimism Amid 'Peak Pain': Kevin RendinoThis episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber. Kevin Rendino of 180 Degree Capital joins the podcast to discuss reasons for optimism (yes, optimism) in markets and why we may have already reached "peak pain." Content Highlights Valuations for most of the market are already discounting bad news across the board. Cash balances are at peak levels seen at the start of the pandemic, in 2008, and 2001 (2:44); What segments of the market are particularly interesting right now? Look to semiconductors for starters (4:54...
2022-06-0949 min
The Contrarian Investor PodcastBearish Indicators Abound, With Downside Risks for Stocks: Ayesha TariqThis episode was recorded on May 26, 2022 and released to premium subscribers -- without ads or announcements -- that same day. There are a host of other benefits to becoming a premium subscribers, including the Daily Contrarian briefing and podcast released each market day morning by 0700 ET. To become a premium subscriber, sign up here or through our substack. Ayesha Tariq of Keystone Consulting joins the Contrarian Investor Podcast to discuss her bearish views on the global economy and on stock markets, what investment options she prefers right now, and why work-from-home will not persist (or at least n...
2022-05-3131 min
The Contrarian Investor PodcastRetail Analysts Are Smarter, Brooker Belcourt Has ProofThis podcast episode was recorded on May 11, 2022 and made available to premium subscribers that same day (without ads or announcements, either!) To become a premium subscriber, go here or visit our Substack. Brooker Belcourt, CEO of Covey, joins the podcast to discuss his analyst platform and its 'alpha algorithm' that has been able to produce outperformance through its stock and ETF picks and crypto calls. Content Highlights Covey's contrarian thesis: Retail analysts are every bit as good, if not better, than institutional analysts (4:10); The idea of a platform to aggregate analyst opinion is not new. But ve...
2022-05-1647 min
The Contrarian Investor PodcastThis Correction Is Not A Buy Signal: Mike Singleton, Invictus ResearchThis podcast episode was released to premium subscribers — without ads or announcements — on April 28, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here or visit our Substack. Mike Singleton of Invictus Research joins the podcast to discuss why the current sell-off is not a buying opportunity for stocks. Content Highlights Many contrarians currently believe sentiment is too bearish, meaning the market is due for a run for strong performance. Their conclusion is likely wrong (3:28); Regardless of what investors say in surveys, the key question is whether they have money on the...
2022-05-0244 min
The Contrarian Investor PodcastNo Recession Imminent, Watch for New Highs in (Certain) Stocks: Edward OlanowThis podcast episode was released to premium subscribers -- without ads or announcements -- on April 19, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here or visit our Substack. Edward Olanow, portfolio manager and director of investment solutions at Weiss Multi-Strategy Advisers, joins the podcast to supply a surprisingly bullish outlook on the economy and on certain segments of the stock market. Content Highlights Reasons for optimism: Given the Fed and external shocks, GDP remains high and there is still a backlog of orders and millions of unfilled jobs (3:15...
2022-04-2535 min
The Contrarian Investor PodcastThe Coming Credit Crunch and Death of Unicorns: Leo SchmidtThis podcast episode was made available to premium subscribers without ads or announcements on Monday, April 11, 2022. Don't be jealous of premium subscribers -- become one by signing up here. Free trials are available. Leo Schmidt of River Eddy Capital Management rejoins the podcast to discuss the coming credit crunch, its impact on stock market sectors, and where to invest to protect one's portfolio. Content Highlights So-called "unicorn" companies, or the darlings of the VC crowd, and others that cannot generate cashflow, will face a tough reckoning (3:17); Undermining this is "a complete change of psychology" in terms...
2022-04-1840 min
The Contrarian Investor PodcastThe Fallacy of Renewable Energy: Leigh GoehringThis podcast episode was recorded on April 4, 2022, and released to premium subscribers –without ads or announcements — that same day. Become a premium subscriber through our substack or supercast to take advantage of this and a host of other benefits, including the Daily Contrarian briefing each market day morning. Leigh Goehring, managing partner of Goehring & Rozencwajg, joins the podcast to discuss his view that most renewable energies are ineffective at reducing carbon output and pointless as investments. Content Highlights The consensus opinion is that renewable energy will solve many of the problems of CO2 production and energy needs...
2022-04-0653 min
The Contrarian Investor PodcastStock Picks to Play the Coming Inflation Slowdown: Lukasz TomickiThis podcast episode was recorded on Tuesday, March 22, 2022, and released to premium subscribers --without ads or announcements -- that same day. Become a premium subscriber through our substack or supercast to take advantage of this and a host of other benefits. Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets. Content Highlights Inflation will peak around mid-year and return to historic norms shortly thereafter (2:43); Russia's invasion of Ukraine and...
2022-03-2451 min
The Contrarian Investor PodcastStock Picks for an Uncertain Time: Allen Bond, Jensen Investment ManagementThis episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber. Allen Bond, managing director and portfolio manager at Jensen Investment Management in Lake Oswego, Ore., joins the podcast to provide some stock picks for an increasingly uncertain -- and inflationary -- time in global financial markets. Content Highlights Investors have two major issues they're grappling with right now: Ukraine and inflation (5:51); To protect against inflationary pressures, Jensen looks for businesses that have pricing power (11:11); Mastercard (MA) and TJX (TJX...
2022-03-1754 min
The Contrarian Investor PodcastWatch for the Bounce in Equities: Brent Kochuba, Spot GammaBrent Kochuba of Spot Gamma joins the podcast to discuss his view that there will likely be an equities rally into the March 17 options expiration. This podcast was recorded Wednesday afternoon, March 9, 2022, and made available to premium subscribers that same day. Become a premium subscriber today by visiting Contrarian.Supercast.com or our Substack. There are many benefits beyond getting podcasts a few days (or more) early and not having to deal with annoying ads or announcements. Content Highlights Stocks have been selling off with the Nasdaq now officially in a bear market. But the guest...
2022-03-1034 min
The Contrarian Investor PodcastThe 'Bad Times Are Already Here': Tobias CarlisleThis podcast episode was recorded on Feb. 25 and released to premium subscribers (without ads) the following day. To become a premium subscriber and take advantage of this and a host of other benefits, visit Contrarian.Supercast.com or ContrarianPod.substack.com and sign up! Tobias Carlisle of Acquirers Funds rejoins the podcast to discuss the stock market's latest dramatic reversal, this time over Russia's invasion of Ukraine, and why investors may be a bit too bullish at present... Content Highlights How to take the huge reversal last week with Russia-Ukraine? (3:11) Every war starts with "the boys will be...
2022-03-0240 min
The Contrarian Investor PodcastOpportunities Abound in Emerging Asia, with Herald van der Linde, HSBCThis podcast episode was released to premium subscribers on Feb. 9. To become a premium subscriber and take advantage of a host of other benefits, visit Contrarian.Supercast.com or ContrarianPod.substack.com and sign up! Herald van der Linde, head of Asia equity strategy for HSBC in Hong Kong, joins the podcast to discuss opportunities in emerging Asia. Content Highlights Emerging markets have under-performed developed markets, including in Asia -- but this is not an entirely fair comparison (3:09); What of the premise that much of emerging Asia are simply suppliers to China and therefore dependent on...
2022-02-1534 min
The Contrarian Investor PodcastThe Case for the Turkish Lira, With Dave Fishwick, M&G InvestmentsThis episode was recorded on Jan. 27 and aired for premium subscribers on Feb. 2, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Dave Fishwick joins the podcast to make the argument for investing in the Turkish lira after it dropped half its value versus major currencies. The appeal is not just the value but the carry, resulting in the equivalent of 30% to 40% annual interest income. To Fishwick and his team, the trade is not only contrarian but an...
2022-02-0330 min
The Contrarian Investor PodcastPicking Stocks for the Long Term, With Alex Morris, The Science of HittingThis episode originally aired for premium subscribers on Jan. 18, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Alex Morris of The Science of Hitting Investment Research joins the podcast to discuss his views of markets, asset allocation, and a couple of stocks he is particularly bullish on at present. The conversation also includes a discussion of the just-announced buyout of Activision (ATVI) by Microsoft (MSFT). (The host has...
2022-01-2642 min
The Contrarian Investor PodcastThe Nascent Sino-U.S. Financial Cold War, with James FokThis episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Jan. 13, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. James Fok joins the podcast to discuss his book 'Financial Cold War: A View of Sino-US Relations from the Financial Markets'. In Fok's view, the fates of China and the U.S. are highly...
2022-01-1844 min
The Contrarian Investor PodcastBarry Knapp on Uncertainty Shocks, Inflation, Economic Growth, and What Else to Expect in 2022This podcast episode was recorded on Jan. 5 and released to premium subscribers that same day -- without ads or announcements. To learn about becoming a premium subscriber, go here. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his 2022 outlook for the economy and markets. He is broadly optimistic on the former, but less enthusiastic about the latter -- at least in the first half of the year -- with strong possibility of 'uncertainty shocks,' especially around Fed events (sound familiar?) There is also some interesting discussion around interest rates, inflation, and China, among others. ...
2022-01-0641 min
The Contrarian Investor PodcastCauses for Optimism in 2022, With Ryan WorchThis podcast episode was recorded on Dec. 15 and released to premium subscribers that same day without ads or announcements. To become a premium subscriber and take advantage of this benefit and a host of other services (including the Daily Contrarian briefing and podcast released each market day morning) go to ContrarianPod.substack.com or Contrarian.Supercast.tech to subscribe. There is a special 40% year-end discount on new memberships through Dec. 31! Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He's bullish. With certain qualifications. Worch mentions specific s...
2021-12-2132 min
The Contrarian Investor PodcastThe Market Doesn't Care About Omicron or Inflation: Enrique AbeytaThis episode originally aired for premium subscribers on Dec. 2, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. This episode uses mature language. Discretion is advised for listeners that may be sensitive to this type of thing. Enrique Abeyta of Empire Financial Research rejoins the podcast to discuss his views on the omicron strain of Covid-19 and inflation, and share his excitement about the metaverse.
2021-12-0743 min
The Contrarian Investor PodcastForget Inflation -- Deflationary Forces Are the More Vexing Issue, Says Emma Muhleman This episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Nov. 11, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Emma Muhleman of Ascend Investment Management joins the podcast to make the contrarian argument that inflation is overrated, will not cause the Federal Res...
2021-11-1640 min
The Contrarian Investor PodcastThe Coming Stock Market Bust, With David Hunter, Contrarian Macro AdvisorsThis episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Nov. 4, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Note: The aforementioned service has nothing to do with David Hunter's newsletter. Individuals interested in finding out more about that service should contact David directly by Twitter direct message....
2021-11-0834 min
You Took It Too FarEpisode 29: Green Beer and Diamond Rings (ft. Zach Baker)A zoom call unlike any other; Charlie and Nate invite their pal Zach Baker onto the show to discuss their recent Green Beer Day festivities. The fourth member of the crew, Kyle, is now engaged, and is a cause for celebration.Congratulations to Kyle Montgomery and Mallory Hutton on your engagement. We love you.
2021-04-0259 min
The Coach's Circle PodcastCoach’s Circle #87: Nathaniel CilleyToday's special guest is Nathaniel Cilley, a licensed mental health counselor and life coach based in New York City.
Topics Covered:
Nathaniel takes us through his personal background and why psychology was a natural fit
A discussion of psychology as compared to other medical fields and it’s unique challenge
Why Nathaniel decided to focus on clients dealing with anxiety in his practice
An introduction to Rational Emotive Behavior Therapy (REBT) and why it works
Nathaniel distinguishes between feeling better and getting better, and why the latter is so much more powerful
2020-11-0248 min