The Contrarian Investor Podcast
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The Contrarian Investor Podcast
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...
Neueste Episoden
100 Episoden
International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why div...
Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all...
Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk
Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. T...
Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital
AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelli...
Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst
Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" i...
Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Scott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the ons...
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trum...
AI 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...
Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
Rohit 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 gi...
The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics
Les 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 so...
Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but i...
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically throu...
US 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,...
Tariffs, 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...
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly...
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election...
Finding Contrarian Investors Among US Presidents Past and Present
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Megan Gorman joins the podcast to discuss...
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump a...
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
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...
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
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 techno...
Gold Prices Set to Move (Even) Higher: Dana Samuelson
Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further...
The 'Stoic Investment' Primer, With Darius Foroux
Darius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing.
Thi...
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
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...
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
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...
The Specter of Stagflation Still Looms: Ayesha Tariq
Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunit...
Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More inform...
The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research
This podcast episode was recorded Friday, March 29, 2024 and made available to premium subscribers the next trading day. To become a premium subscribe...
Stock Income Will Be Key for the Next Stage of Financial Market History: Daniel Peris
This podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack.
Fi...
Lessons From Financial History: Mark Higgins
This podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium mem...
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
This podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premi...
US 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...
Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics
This episode was recorded on Jan. 8, 2024, and made available to premium subscribers the following day -- without ads or announcements. For details on...
Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same da...
Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
This podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up t...
Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
This podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber...
Opportunities in Credit Markets with Tom Carney, Weitz Investments
This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on...
Stocks, Bonds to Rally in Q4: David Hunter
A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The f...
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here.
Phil...
Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha Tariq
This podcast episode was recorded on Aug. 29 with a 'highlight' clip of the most actionable insights released to premium subscribers that same day. Pr...
Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac Kinney
This podcast was released to premium subscribers on Aug. 24. Become a premium subscriber on Substack or Supercast.
Cormac Kinney, founder and C...