Nathaniel E Baker public
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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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Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the Contrarian Investor Podcast to discuss the upcoming Federal Reserve meeting and state of the economy. This was a quick call recorded over a phone line on Tuesday, June 15. Content Highlights: The Fed meeting that concludes June 16 and the coming discussion around the…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning around 7:…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning around 7:…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Chris Stanton of Sunrise Capital rejoins the podcast to discuss his views of what will upend the raging bull market in risk assets. Content Segments(Spotify us…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his view on "policy tremors" that could upend economic and risk asset growth in 2021. (B…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Artem Fokin of Caro-Kann Capital joins the podcast to discuss his strategy of finding compounders in unusual places, specifically those listed on the "wrong" e…
 
Thank you to the sponsor of this episode, Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Ryan Worch of Worch Capital joins the podcast to discuss his views that even after the massive post-COVID rally in stocks, the bull market is just gett…
 
This podcast has ads, thanks to our new partnership with Merk Research and their generous offer for our listeners. To listen without ads, sign up to become a premium subscriber. Brody Howatt of Bellator Asset Management joins the podcast to discuss his view that the market is getting closer to a "blow off top." The guest also talks about what it wa…
 
This podcast has ads, thanks to our new partnership with Merk Research. To listen without ads, sign up to become a premium subscriber. Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery…
 
Become a premium subscriber and get this podcast a day or more before the general public! No ads or announcements either! Contrarian.Supercast.Tech With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely. Jamie Catherwood, the author of InvestorAmnesia.com and a se…
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $9/month or $99/year. Theron De Ris of London-based Eschler Asset Management joins the podcast to discuss why now may be an optimal time to invest in shares of precious metals companies and energy concerns. One of De Ris' favorite stocks -- …
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $9.99/month or $99/year. Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the Contrarian Investor Podcast to discuss the state of the economy on the eve of the 2020 U.S. presidential election. In Colbert's view,…
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $8/month or $88/year (these prices increase Nov. 1) Christian Putz is an Austrian-born hedge fund manager currently based in London. His fund has outperformed benchmarks this year during one of the more unpredictable periods in recent memory…
 
Support this podcast by signing up to become a premium subscriber here. Get access to podcast episodes days before they are released to the general public and without any ads or announcements. James Altucher needs to introduction. For several decades he has been an outspoken contrarian on matters ranging from investing to politics, society, entrepr…
 
This episode was recorded Sept. 30 and released to premium subscribers on Oct. 1. Become a premium subscriber for just $8/month or $88/year. David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his vision of a "parabolic melt-up" in risk assets that will presage the next market crash. What we've seen since late March…
 
Become a premium subscriber today for just $8 per month or $88/year. Get early access to podcasts, bonus episodes, transcripts, locked groups on our Slack channel and Discord server, and a whole lot more: Contrarian.Supercast.Tech Liz Hall, well known on the Twittersphere as @LizQuidity, joins the podcast to discuss some of her methods for locating…
 
Alex Chausovsky of ITR Economics joins the podcast to discuss his view that economic recovery in the U.S. is on firmer footing than widely believed. Content (Spotify users can link to the segment directly by clicking on the timestamp) Downside risks do exist. Flu season is approaching but the data is painting a more encouraging picture (3:37); The …
 
Value Stock Geek, well known on the Twittersphere as @ValueStockGeek, joins the podcast to discuss his concept of the "weird portfolio." This portfolio allocates to gold and real estate as well as stocks and Treasuries. The guest also revisits his prediction from his first visit to the podcast last year, when he said retail stocks were undervalued.…
 
University of Oxford economist John Kay joins the podcast to discuss his recent book, "Radical Uncertainty" and its lessons for financial markets in the age of COVID-19. Content (Spotify users can skip to the segment by clicking on the timestamp): The premise for the book: Frank Knight, Milton Friedman and the pendelum of probabilistic reasoning (1…
 
Genna Lozovsky of Sandglass Capital Management joins the podcast to discuss investing in emerging markets distressed debt and credit. Sandglass Capital invests in sovereign and corporate credit across global EM, typically seeking to be a liquidity provider "at prices that we think significantly underestimate the recovery potential of those assets."…
 
Eric Chung, chief investment officer of Lighthaven Capital Management, joins the podcast to discuss his view that math, financial models, and algorithms are insufficient when it comes to investing. "The widespread use of math in the investment management industry, while it can be helpful ... I think there's been some pretty significant overreliance…
 
The evolution of media has led to a "disconnect" between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research. "We are on the precipice of COVID almost being over, or functionally as a major impact on society, mortality, etc.," says Abeyta. This, along with unprecedented liquidit…
 
Siddarth Singhai of Ironhold Capital joins the podcast to discuss his views of semiconductor manufacturers and auto parts suppliers. He also shares his bullish views on industry sectors in his native India. Content Segments (Spotify users can click on the timestamp to link to the section directly): Singhai's look at the macro situation with COVID (…
 
David Neuhauser of Livermore Partners joins the podcast to discuss his expectation of a "L-shaped" economic recovery and corresponding sideways market activity in the years to come. There are still opportunities for investors. Here Neuhauser is bullish on certain companies tied to hard assets like oil and copper. Content (Spotify listeners can clic…
 
Jonathan Boyar, principal at Boyar Value Group, joins the podcast to discuss the merits of investing in the public equity of professional sports teams. Boyar is specifically bullish on the Liberty Braves Group (NASDAQ: BATRA), a tracking stock that consists of the Atlanta Braves Major League Baseball team and real estate development. Content Segmen…
 
Hedge fund portfolio manager Chris Nicholson joins the podcast to discuss his outlook on volatility, interest rates, and other markets. Forecasting these assets has become increasingly problematic in recent years, but there are a few thing Nicholson looks to in an effort to identify opportunities for arbitrage. Content (Spotify listeners can skip t…
 
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to replicate it. The reasons for this are discussed in the second half of the podcast. Content (Spoti…
 
Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis on automakers. That industry has been disrupted by the entrance of Tesla. Other industries face a similar fate and Katsenelson discusses some of the winners and losers. Content Segments (Spotify users can click on the timestamp …
 
Dexter Roberts joins the podcast to discuss his book "The Myth of Chinese Capitalism." In Roberts' view, economic reforms have already been curtailed under current political leadership. China's middle class, which has grown almost exponentially in recent decades, remains limited mostly to large coastal cities. The rural countryside, which still rep…
 
Christopher Brown of Aristides Capital joins the podcast to discuss his investment strategy, which has produced positive returns every calendar year since 2008. In Brown's view, healthcare and information technology stocks should not be treated as defensive investments that will protect portfolios in times of stress -- especially after their recent…
 
Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund's strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns. The three ETFs track short-term Treasuries, long-term bonds, and the S&P 500. Alpine has been actively trading the strategy since late 2017 after an inc…
 
Maya Joelson, founder and president of Metapoint Advisors, joins the podcast to discuss her view of exchange-traded funds. These instruments are seen as efficient and cheap ways for investors, especially retail investors, to gain access to various asset classes. But this is misguided, especially when it comes to ETFs tracking bond markets. Even sto…
 
David Hunter, chief macro strategist at Contrarian Macro Advisors, has for some time predicted a final "melt up" stage of the market cycle before markets crash. This stage is now underway as markets recover from an initial sell-off caused by the coronavirus (which Hunter admits he did not and could not have predicted). What comes next is a "secular…
 
Hedi Ben Mlouka joins the podcast to discuss his views of frontier markets in light of the coronavirus crisis. Ben Mlouka has been investing in frontier markets for more than a decade as CIO and CEO of Dubai-based FIM Partners. He sees the asset class in general as being at greater risk of being impacted by fallout from the COVID-19 epidemic. The p…
 
Rachel Ziemba, a geo-economic and country risk expert, joins the podcast to discuss the continuing, and intensifying economic impact from the coronavirus. It's become clear that the crisis has caused a demand shock that will likely bring "rolling recessions" in its wake. The most likely scenario appears to be for a "W-shaped" recovery. In the meant…
 
Dr. Robert Bednarz joins the podcast to provide his professional opinion on the coronavirus: Just how serious of a health crisis is COVID-19? And how long might it persist until economies around the world can spring to life again? Dr. Bednarz records from his home in Dundee, Scotland, where he is currently under self-quarantine. Unlike typical gues…
 
Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy. Content: (Spotify users can click on the timestamp to link to the segment) This crisis is different, not brought about by the economic cycle but by an exogenous…
 
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