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Trump Victory a Big Win for Cryptos, Small Cap Stocks — USD?
about 12 hours ago
9m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 6. Election Day +1
US Election 'Black Swans' Include Substantial Chance of Political Violence: Mike Blyth
Oct 30
30m
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. What he has to say may shock listeners.
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
Oct 28
32m
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.
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Oct 22
45m
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.
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Sep 26
31m
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.
Finding Contrarian Investors Among US Presidents
Sep 24
48m
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.
Fed to Trim Rates Rather Than Cut Aggressively, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Sep 05
48m
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.
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