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Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Oct. 15.
Earnings Szn Arrives With JPM, BlackRock Crushing Estimates
Oct 11
11m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, Oct. 11.
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.
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
Aug 16
40m
Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the chances of a soft landing to have increased...
Gold Prices Set Up to Move (Even) Higher: Dana Samuelson
Jul 22
38m
Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year.
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