The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
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1
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
42:54
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Colin 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 o…
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1
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
39:15
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Chad 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 …
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Gold Prices Set to Move (Even) Higher: Dana Samuelson
40:42
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Dana 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 …
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1
The 'Stoic Investment' Primer, With Darius Foroux
50:34
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Darius 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…
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US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
50:17
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Leo 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…
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Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
44:21
44:21
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Bob 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 Highli…
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The Specter of Stagflation Still Looms: Ayesha Tariq
27:20
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Ayesha 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 a…
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Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
1:09:24
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This 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 superpow…
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1
The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research
50:14
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This 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 est…
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1
Stock Income Will Be Key for the Next Stage of Financial Market History: Daniel Peris
52:01
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This 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 cas…
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1
Lessons From Financial History: Mark Higgins
38:02
38:02
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This 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 c…
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1
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
39:44
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This 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…
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US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.
45:03
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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. Con…
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Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics
52:56
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This 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…
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1
Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
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This 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 t…
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Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
40:08
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This 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 di…
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1
Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
58:05
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This 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. Hi…
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1
Opportunities in Credit Markets with Tom Carney, Weitz Investments
46:35
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This 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 Highli…
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1
Stocks, Bonds to Rally in Q4: David Hunter
52:21
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A 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 Adviso…
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Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
52:04
52:04
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This 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. …
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Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha Tariq
38:10
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This 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-fo…
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1
Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac Kinney
46:25
46:25
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This 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 …
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1
Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt
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This 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…
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The Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture Investors
49:15
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This 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 rene…
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1
Investor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter Atwater
40:52
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This 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." Crucial…
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1
Contrarian Wealth-Generation, With Stephanie Walter
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Premium 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…
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1
Trend-Following Strategy Primer and Current Opportunities, With Anthony Todd, Aspect Capital
35:24
35:24
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This 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 in…
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1
Regional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate: Chris Bemis, X-Cubed Capital
42:28
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This 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 (an…
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1
Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink
1:01:48
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This 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 a…
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1
AI is Overhyped, Will Only Worsen Inequality: Simon Johnson
35:51
35:51
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This 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 intelligen…
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1
Value Stock Geek on Google, Meta, Taiwan Semiconductor
41:33
41:33
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This 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 …
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1
Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot Kallen
43:09
43:09
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This 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 com…
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1
Author of 'SBF' on his Book's Subject, What Undid FTX, Future of Cryptos
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53:42
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This 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 unwou…
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1
3 Stock Picks, the Case for Investing in Malaysia: Aaron Pek
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50:07
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This 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 t…
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1
Risk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus Research
29:30
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This 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 excl…
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1
Tech Is Not Dead, Though It Is Certainly Changing: Kevin Philip
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This 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 w…
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1
Discussing the Possible End of QT With One Who Worked at the Fed
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42:21
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This 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 re…
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1
Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash
36:31
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This 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. C…
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1
Yes, the Fed Can Still Engineer a 'Soft Landing': Callie Cox, eToro
37:25
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A 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), vis…
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1
The Future of Technology Investing is Hardware, not Software: Robert Cote
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A 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), vi…
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1
A Global Economy Beset by Discrepancies, With Joseph Politano
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Joseph 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 ma…
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China Reopening: Underestimating the Impact on Global Economy, Markets With Mike Edwards
1:03:42
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This 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, deput…
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1
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 2023 Outlook
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This 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 outperfo…
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1
Recession in 2023 Should Be Benign With Ample Job Growth: Alex Chausovsky
42:33
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Alex 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…
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1
Hard Assets the Place to Be in '23: Kyrill Asatur, Centerfin
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This 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 …
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1
'Options Mike' on the Coming Year-End Rally for Stocks
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This 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 st…
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1
The Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, Ep. 32)
38:59
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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 u…
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1
Prepare for a 'Long Slog' in Stock Markets as Fed Hikes Continue: Bob Elliott
52:53
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A ‘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 investm…
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Investors Are Ignorant, Fade Their Conviction: Jason Shapiro
44:49
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A ‘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 discus…
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1
There's Still Time to Hedge Tail Risk -- At Least for Stocks: Kris Sidial
53:59
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A ‘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: h…
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