China Concerns Cloud Retailer Week

Good morning contrarians! Bad economic news from the world’s second-largest economy is leading to a sell-off in commodities… 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.

Fireside Chat Recession: Nikolaj Schmidt, T. Ro...

Podcast host Nathaniel E. Baker moderated a ‘fireside chat’ with Nikolaj Schmidt, chief international economist at T. Rowe Price at Neudata’s Recession Webinar on Aug. 10.

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...

The Bullish Case for Rare Earths: Louis O'Conno...

Louis O'Connor, CEO of Strategic Metals Invest, joins the podcast to make the case for rare earth metals. These commodities, hitherto unavailable to retail investors, are now accessible and entering the mainstream...

Oil Prices Will Rise to $200/Barrel: Salem Abra...

Salem Abraham of Abraham Trading Co. joins the podcast to discuss his bullish outlook for oil, predicated on supply issues and under-investment.

Fed Will Reverse Course on Rate Hikes, And Soon...

Deer Point Macro joins the podcast to discuss his view that the U.S. Federal Reserve will only hike interest rates once more before easing.

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.

Quantitative Tightening Is Upon Us: Daily Contr...

Good morning contrarians! The Fed officially starts reducing its balance sheet today, another move aimed at removing the proverbial punch bowl… 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).

This Correction Is Not A Buy Signal: Mike Singl...

Mike Singleton of Invictus Research joins the podcast to discuss why the current sell-off is NOT a buying opportunity for stocks.

The Coming Credit Crunch and Death of Unicorns:...

Leo Schmidt of River Eddy Capital Management rejoins the podcast to discuss the coming credit crunch, its impact on stock market sectors, and where to invest to protect one's portfolio.

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.