186 Episoder

  1. Unpacking 'The Finance Curse,' With Nicholas Shaxson, Author

    Publisert: 5.12.2019
  2. Investors' Worsening Mood is a Bullish Indicator: Nick From Demonetized Blog

    Publisert: 20.11.2019
  3. Andrew Redleaf on Today's Low-Rate, Low-Growth, Restricted-Access-to-Capital World

    Publisert: 12.11.2019
  4. The Dangers of Interest Rate Volatility Risk, With Nancy Davis of Quadratic Capital

    Publisert: 28.10.2019
  5. Peter Borish on Economic Cycles, the Case for Active Investment Management

    Publisert: 16.10.2019
  6. No Recession Imminent, Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

    Publisert: 9.10.2019
  7. The Need for Non-Consensus Investing, With Rupal J. Bhansali

    Publisert: 25.9.2019
  8. Microinvesting Primer and Idea Generation, with GeoInvesting's Maj Soueidan

    Publisert: 18.9.2019
  9. The Coming 'Melt Up' in Markets, With David Hunter of Contrarian Macro Advisors

    Publisert: 4.9.2019
  10. 2/10 Yield Curve Inversion: No Ill Effects for US Economy, Says Barry Knapp

    Publisert: 19.8.2019
  11. Emotional Investing With Denise K Shull

    Publisert: 13.8.2019
  12. Choosing Battles in Emerging Markets, With Pembroke's Gregory Mariasch

    Publisert: 31.7.2019
  13. China and the Everything Bubble, With Kevin Smith of Crescat Capital

    Publisert: 16.7.2019
  14. US Expansion May Continue For Four More Years, Says Commerce Trust Chief Economist

    Publisert: 1.7.2019
  15. Mini Episode: US-China Impasse Goes Well Beyond Tariffs, Says Jim Chanos

    Publisert: 26.6.2019
  16. Timeshare Companies: Unloved, Misunderstood, Underappreciated

    Publisert: 17.6.2019
  17. Reports of Retail's Death Have Been Greatly Exaggerated, With ValueStockGeek

    Publisert: 12.6.2019
  18. Bonus Episode: Jim Chanos Speech at Connecticut Hedge Fund Association

    Publisert: 7.6.2019
  19. Governance Arbitrage, With Henry D. Wolfe

    Publisert: 4.6.2019
  20. The Contrarian Opportunity in Puerto Rico, with Tobias Carlisle of Acquirers Funds

    Publisert: 28.5.2019

9 / 10

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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