The Contrarian Investor Podcast
En podkast av Nathaniel E. Baker
186 Episoder
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Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Publisert: 11.3.2025 -
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Publisert: 4.3.2025 -
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
Publisert: 21.2.2025 -
Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
Publisert: 13.2.2025 -
The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics
Publisert: 28.1.2025 -
Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Publisert: 27.12.2024 -
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Publisert: 21.11.2024 -
US Election 'Black Swans' Include Significant Chance of Political Violence
Publisert: 1.11.2024 -
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
Publisert: 30.10.2024 -
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Publisert: 23.10.2024 -
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Publisert: 1.10.2024 -
Finding Contrarian Investors Among US Presidents Past and Present
Publisert: 25.9.2024 -
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Publisert: 10.9.2024 -
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
Publisert: 21.8.2024 -
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
Publisert: 6.8.2024 -
Gold Prices Set to Move (Even) Higher: Dana Samuelson
Publisert: 25.7.2024 -
The 'Stoic Investment' Primer, With Darius Foroux
Publisert: 2.7.2024 -
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
Publisert: 14.6.2024 -
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
Publisert: 4.6.2024 -
The Specter of Stagflation Still Looms: Ayesha Tariq
Publisert: 13.5.2024
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.
