The Contrarian Investor Podcast

By Nathaniel E. Baker

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Category: Investing

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Subscribers: 115
Reviews: 1
Episodes: 100

Jan
 Jul 1, 2020
excellent content and substance!

Description

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.

Episode Date
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Nov 21, 2024
US Election 'Black Swans' Include Significant Chance of Political Violence
Nov 01, 2024
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
Oct 30, 2024
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Oct 23, 2024
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Oct 01, 2024
Finding Contrarian Investors Among US Presidents Past and Present
Sep 25, 2024
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Sep 10, 2024
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
Aug 21, 2024
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
Aug 06, 2024
Gold Prices Set to Move (Even) Higher: Dana Samuelson
Jul 25, 2024
The 'Stoic Investment' Primer, With Darius Foroux
Jul 02, 2024
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
Jun 14, 2024
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
Jun 04, 2024
The Specter of Stagflation Still Looms: Ayesha Tariq
May 13, 2024
Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
Apr 24, 2024
The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research
Apr 05, 2024
Stock Income Will Be Key for the Next Stage of Financial Market History: Daniel Peris
Mar 27, 2024
Lessons From Financial History: Mark Higgins
Mar 13, 2024
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
Feb 21, 2024
US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.
Feb 01, 2024
Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics
Jan 11, 2024
Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
Dec 27, 2023
Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
Dec 05, 2023
Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
Nov 21, 2023
Opportunities in Credit Markets with Tom Carney, Weitz Investments
Oct 31, 2023
Stocks, Bonds to Rally in Q4: David Hunter
Oct 16, 2023
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Sep 20, 2023
Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha Tariq
Sep 04, 2023
Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac Kinney
Aug 30, 2023
Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt
Aug 23, 2023
The Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture Investors
Aug 10, 2023
Investor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter Atwater
Jul 27, 2023
Contrarian Wealth-Generation, With Stephanie Walter
Jul 20, 2023
Trend-Following Strategy Primer and Current Opportunities, With Anthony Todd, Aspect Capital
Jul 13, 2023
Regional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate: Chris Bemis, X-Cubed Capital
Jun 20, 2023
Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink
Jun 07, 2023
AI is Overhyped, Will Only Worsen Inequality: Simon Johnson
May 31, 2023
Value Stock Geek on Google, Meta, Taiwan Semiconductor
May 18, 2023
Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot Kallen
May 11, 2023
Author of 'SBF' on his Book's Subject, What Undid FTX, Future of Cryptos
May 04, 2023
3 Stock Picks, the Case for Investing in Malaysia: Aaron Pek
Apr 25, 2023
Risk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus Research
Apr 11, 2023
Tech Is Not Dead, Though It Is Certainly Changing: Kevin Philip
Mar 28, 2023
Discussing the Possible End of QT With One Who Worked at the Fed
Mar 16, 2023
Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash
Mar 07, 2023
Yes, the Fed Can Still Engineer a 'Soft Landing': Callie Cox, eToro
Feb 21, 2023
The Future of Technology Investing is Hardware, not Software: Robert Cote
Feb 14, 2023
A Global Economy Beset by Discrepancies, With Joseph Politano
Feb 02, 2023
China Reopening: Underestimating the Impact on Global Economy, Markets With Mike Edwards
Jan 24, 2023
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 2023 Outlook
Jan 09, 2023
Recession in 2023 Should Be Benign With Ample Job Growth: Alex Chausovsky
Dec 22, 2022
Hard Assets the Place to Be in '23: Kyrill Asatur, Centerfin
Dec 08, 2022
'Options Mike' on the Coming Year-End Rally for Stocks
Dec 01, 2022
The Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, Ep. 32)
Nov 22, 2022
Prepare for a 'Long Slog' in Stock Markets as Fed Hikes Continue: Bob Elliott
Nov 09, 2022
Investors Are Ignorant, Fade Their Conviction: Jason Shapiro
Oct 26, 2022
There's Still Time to Hedge Tail Risk -- At Least for Stocks: Kris Sidial
Oct 19, 2022
The Fed's Inflation Battle Is Doomed to Fail: Fabian Wintersberger
Oct 12, 2022
Bullish on Oil, Pipeline Stocks, Long-Term Bullish on Cannabis: Todd Sullivan
Oct 05, 2022
Jordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And More
Sep 28, 2022
Stagflation Is Coming Soon, Staying Awhile: Axel Merk
Sep 21, 2022
Inflation Will Ease, Fed Hikes Will Not: Richard Excell
Sep 14, 2022
Convertible Bonds Offer Protection Against Stagflation, Other Ills Facing Markets: Daniel Partlow (Szn 4, Ep23)
Sep 06, 2022
Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22)
Aug 24, 2022
Hugh Hendry, OG Contrarian
Aug 09, 2022
The Bullish Case for Rare Earths: Louis O'Connor
Aug 01, 2022
Oil Prices Will Rise to $200/Barrel: Salem Abraham
Jul 18, 2022
Assessing the Precarious State of Markets With Marc Chandler
Jul 07, 2022
Fed Will Reverse Course on Rate Hikes, And Soon: Deer Point Macro
Jun 23, 2022
Reasons for Optimism Amid 'Peak Pain': Kevin Rendino
Jun 09, 2022
Bearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq
May 31, 2022
Retail Analysts Are Smarter, Brooker Belcourt Has Proof
May 16, 2022
This Correction Is Not A Buy Signal: Mike Singleton, Invictus Research
May 02, 2022
No Recession Imminent, Watch for New Highs in (Certain) Stocks: Edward Olanow
Apr 25, 2022
The Coming Credit Crunch and Death of Unicorns: Leo Schmidt
Apr 18, 2022
The Fallacy of Renewable Energy: Leigh Goehring
Apr 06, 2022
Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki
Mar 24, 2022
Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management
Mar 17, 2022
Watch for the Bounce in Equities: Brent Kochuba, Spot Gamma
Mar 10, 2022
The 'Bad Times Are Already Here': Tobias Carlisle
Mar 02, 2022
Opportunities Abound in Emerging Asia, with Herald van der Linde, HSBC
Feb 15, 2022
The Case for the Turkish Lira, With Dave Fishwick, M&G Investments
Feb 03, 2022
Picking Stocks for the Long Term, With Alex Morris, The Science of Hitting
Jan 26, 2022
The Nascent Sino-U.S. Financial Cold War, with James Fok
Jan 18, 2022
Barry Knapp on Uncertainty Shocks, Inflation, Economic Growth, and What Else to Expect in 2022
Jan 06, 2022
Causes for Optimism in 2022, With Ryan Worch
Dec 21, 2021
The Market Doesn't Care About Omicron or Inflation: Enrique Abeyta
Dec 07, 2021
Forget Inflation -- Deflationary Forces Are the More Vexing Issue, Says Emma Muhleman
Nov 16, 2021
The Coming Stock Market Bust, With David Hunter, Contrarian Macro Advisors
Nov 08, 2021
3 Areas of Technology Investors Need to Watch, With Simon Erickson, 7investing
Nov 01, 2021
The Lessons From Iceland's Financial Collapse, With Jared Bibler
Oct 20, 2021
The Long Term Bull Case for Oil, With Todd Sullivan, ValuePlays.com
Oct 07, 2021
The Transformation of the Hedge Fund Industry, With Dominique Mielle
Sep 28, 2021
Dangers Lurk in Market Structure's Changing Dynamics
Sep 14, 2021
The 'New Normal' of Blue-Collar Labor Shortages, With Gad Levanon, The Conference Board
Aug 30, 2021
When Investors Become Gamblers -- And Why It's Happening Now
Aug 17, 2021
Bubbles Lurk in Sovereign Debt, Financial Engineering, With Michael Ehrlich
Aug 03, 2021
Don't Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5%: Alfonso Peccatiello
Jul 15, 2021
Merger Arbitrage and Why to Not Fear The Antitrust Boogeyman, With Deepak Gurnani, Versor Investments
Jul 08, 2021
Colin Lancaster is Fed Up!
Jun 23, 2021