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Daily "Contrarian Take" mini podcast, recorded each morning around 7am Eastern time;
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Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Nov 19
38m
Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure.
Walmart Earnings Beat
Nov 19
7m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Nov. 19.
Trump Victory a Big Win for Cryptos, Small Cap Stocks — USD?
Nov 06
9m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 6. Election Day +1
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.
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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