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
Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.
This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here.
Content Highlights
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What are Meb Faber's view of the economy and...
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 means for financial markets.
This podcast episode was recorded on May 8, 2025. An 'actionable highlights' reel was published that day for premium subscribers, who also received the full podcast episode the day after recording. Sign up for premium membership packages on our Substack.
...Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump's tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities…
AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle.
This podcast was recorded on Monday, March 17, 2025 and was made available to premium subscribers the very next day. For more information on premium subscriptions, visit our Substack.
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Content Highlights
- Bearishness appea...
This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded. Information on premium membership is avaliable here.
Content Highlights...
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies.
This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More information is available here.
Content Hig...
Content Highlights
- Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stocks. That is due for a cyclical reversal (1:00);
- There are th...
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 sovereign debt.
This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack.
Content Highlights
- The US economy is headed to ...
Content Highlights
- Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
- Oil exploration is becoming increasingly difficult, expensive, ...
Content Highlights
- Quick prim...
https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election.
Blyth is a career national security professional, having worked for US and British civil and military operations globally.
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 and financial markets.
Content Highlights
- The impact of a Trump vic...
Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump -- and a Republican sweep of Congress.
Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.
There are a few points in this episode where adult language is used. Listener di...
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Megan Gorman joins the podcast to discuss her book 'All the Presidents' Money; How the Men Who Governed America Governed Their Money,' in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year's presidential and vice presidential candidates.
James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.
NB: The guest is outspoken on certain political ...
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' to have increased...
Content Highlights
- Economic indicators are pointi...
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 technology stocks.
Content Highlights
- The view of the bond market ha...
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