The Contrarian Investor Podcast

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 ultimately to provide actionable ideas to the institutional investor community.

Episodes

June 14, 2024 50 mins

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 for more information about premium subscriptions.

Content Highlights
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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 Highlights
  • Stock markets are pricing in a lot of o...
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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 about stagflation (1:56);
  • The K-shaped economy and the damage being d...
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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 superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, ...

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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 estate concerns are overdone, and to provide one stock pick -- and it's not Nvidia, thou...

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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 cash flows.

Note: The host's mic was a little 'stuffy' for this episode but the guest co...

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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 comparison to today's market environment.

Content Highlights
  • What peri...
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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 get defensive with one's portfolio.

Content Highlights
  • The stock mar...
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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.

Content Highlights
  • The outlook for the economy is surprisingly optimist...
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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 2024.

Content Highlights
  • Knapp's outlook for 2023 played out until S...
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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 to discuss his views going into 2024 and the likelihood t...
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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 discusses his work as an author and views on disparate issues facing society. 

Note: Th...

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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. His first lesson: don't bother with the indexes. The real opportunities are to be found...

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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 Highlights
  • Carney's views on the bond market. Interest rates have created a...
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October 16, 2023 52 mins

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 Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds.

N...

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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.

Content Highlights
  • The guest provides his views of contrarian investi...
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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-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landi...

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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 investors can expect in terms of correlation to other assets and alpha.

Content...
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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).

Content Highlights
  • What are the best Covey analysts picking up rig...
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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 renewed concerns.

Content Highlights
  • An economic soft landing is likely, ...
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