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Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, March 17. Happy St. Patrick’s Day!
Recession Fears Are Overblown: Robert Smallbone, The Contrarian Capitalist
Mar 14
22m
Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming.
S&P 500 Enters Correction
Mar 14
10m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, March 14.
Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Mar 06
27m
Scott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the onset of Trump tariffs.
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Feb 26
52m
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market, how he's viewing Trump 2.0, and his experience with the LA wildfires -- and where that might have created investment opportunities.
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
Feb 18
39m
Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns.
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Sep 18, 2023
49m
Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street.
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