A Global Economy Beset by Discrepancies, With J...

Joseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out.

Home Prices, Earnings Dump

Good morning contrarians! Stock futures are dropping as earnings come in ahead of the open…

Earnings, China PMIs Kick Off a Massive, Fed-In...

Good morning contrarians! Stock futures are dropping as investors ponder the Fed’s next move…

PCE Deflator: Last Stop Before the Fed

Good morning contrarians! Stock futures are down a bit after bad news from Intel and Hasbro and ahead of the latest inflation report…

Economic Data Dump, Earnings Deluge, Q4 GDP

Good morning contrarians! Stock futures are showing signs of life as earnings come in and investors await a deluge of economic data…

A Big Day for Earnings

Good morning contrarians! Stock futures are dropping, led by tech, ahead of a busy day of corporate earnings…

The Great China Reopening: Mike Edwards (Action...

Mike Edwards, deputy chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss China's post-Covid reopening and its impact on global markets.

Cyclical Stocks to Outperform as Inflation Drop...

Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why he's expecting inflation to drop to 3.5% by the second half of the year.

Reasons for Optimism Even With Recession in '23...

Alex Chausovsky, vice president of analytics and consulting at Miller Resource Group, rejoins the podcast to discuss his surprisingly upbeat economic outlook for 2023.

Buy Hard Assets, Avoid Bonds in '23: Kyrill Asa...

Kyrill Asatur, co-founder and CEO of Centerfin, joins the podcast to discuss his view on asset allocation going into 2023: why he is bullish on hard assets like energy and bearish on fixed income -- and why the inflationary environment is likely going to stick around.

The Gold Standard for Point-of-Sale Transaction...

Jeremy Cordon joins the podcast to discuss Goldbacks, gold-imbued currency notes worth upwards of 1/1000 a troy ounce that are already circulating for point-of-sale transactions.

Crypto’s Red Tsunami

Good morning contrarians! It is Wednesday, Nov. 9. The political ‘red tsunami’ may not have materialized, but Bitcoin and other digital currencies are continuing their descent…

Prepare for the 'Long Slog' in Stocks as Fed Ra...

Bob Elliott, chief investment officer of Unlimited Funds, joins the podcast to discuss his views on the Federal Reserve, inflation, the midterm elections, and why stocks have entered a long 'slog' for the foreseeable future.

Investors Are Ignorant, Fade Their Conviction: ...

Jason Shapiro joins the podcast to discuss his trading strategy, based on the simple premise that most investors are wrong most of the time. This approach requires trades to be crowded, which is decidedly (and surprisingly) not the case right now -- with two possible exceptions.

How Jason Shapiro Takes Advantage of Investor I...

Jason Shapiro joins the podcast to discuss his trading strategy, based on the simple premise that most investors are wrong most of the time. This approach requires trades to be crowded, which is decidedly (and surprisingly) not the case right now -- with two possible exceptions.

There's Still Time to Hedge Tail Risk -- At Lea...

Kris Sidial of The Ambrus Group joins the podcast to discuss tail-risk hedging: how it works, why it's important, and how investors can still take advantage of volatility mispricings to protect themselves against further downside in stocks.

The Fed ‘s Inflation Battle Is Doomed to Fail: ...

Fabian Wintersberger joins the podcast to discuss his views on the economy, inflation, and Fed policy.

Ample Upside for Oil, the Investment Case for C...

Todd Sullivan of ValuePlays.net joins the podcast to discuss oil markets and the investment case for cannabis. This is the 'highlight reel' containing only the most actionable content from the podcast episode and available only to premium subscribers. The full podcast will publish tomorrow (also for premium subscribers exclusively).

Jordi Visser on Reasons to be Optimistic for St...

Jordi Visser, president and chief investment officer of Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism in these trying times for stock markets.

Stagflation Is Coming Soon, Staying Awhile: Axe...

Axel Merk, president and chief investment officer at Merk Investments, joins the podcast to discuss his views on stagflation, the Federal Reserve, U.S. dollar, and why the bottom is not yet in for stocks.

Hugh Hendry, OG Contrarian (Szn 4, Ep21)

Hugh Hendry is a man who needs no introduction to contrarians. Over the course of this 90-minute conversation, he provided many views on markets, the economy, the Federal Reserve, China, and a lot more. Of particular interest to investors are his bullish views on commodities, oil producers, and luxury goods makers...

Don’t Fight The Fed: Daily Contrarian, June 13

Good morning contrarians! Stocks are pointing to a dramatic sell-off at the open as investors grapple with the reality of stubborn inflation and higher interest rates… The Daily Contrarian Investor Briefing and Podcast is our regularly-scheduled look at the events and forces shaping markets. This is part of our premium service package. Reminder that nothing here is intended as investment advice.

Bearish Indicators Abound, With Downside Risks ...

Ayesha Tariq of Keystone Consulting joins the Contrarian Investor Podcast to discuss her bearish views on the global economy and on stock markets, what investment options she prefers right now, and why work-from-home will not persist (or at least not at current levels).

The Fallacy of Renewable Energy: Leigh Goehring...

Leigh Goehring, managing partner of Goehring & Rozencwajg, joins the podcast to discuss his view that most renewable energies are ineffective at reducing carbon output and pointless as investments.

Russia-Ukraine Panel Feat Carl Weinberg, High F...

Podcast host Nathaniel E. Baker moderated a panel on the economic and financial market impacts of Russia-Ukraine at Neudata's Data Insights and Scouting Summit in New York on March 24, 2022. Panelists included Carl Weinberg, founder of High Frequency Economics, and Ed Lavery, VP of Investor Intelligence at Similarweb.

Szn 4, Ep 3: Picking Stocks for the Long Term, ...

Alex Morris of The Science of Hitting Investment Research joins the podcast to discuss his views of markets, asset allocation, and a couple of stocks he is particularly bullish on at present. The conversation also includes a discussion of the just-announced buyout of Activision (ATVI) by Microsoft (MSFT). (The host has a bit of a throat issue and is hoarse for this recording. Apologies for the inconvenience)

Szn 3, Ep 29: Ryan Worch Is Optimistic About 2022

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode. Neither this nor anything else is intended as investment advice.

Szn 3, Ep 26: David Hunter on the Coming Bust i...

Season 3, Ep. 23: The Long-Term Bull Case for Oil

Season 3, Ep. 21: Dangers Lurk in Market Struct...

Season 3, Ep. 13: The Rise of Retail Investors

Season 3, Ep. 12: Cryptocurrencies and Regulato...

Energy, Aircraft Leasing, 5G: Favorite Stock Pi...

How Bubbles and False Narratives Made Financial...

The Methods of a Short Activist: Gabriel Grego,...

Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to replicate it. The reasons for this are discussed in the second half of the podcast.