Good morning contrarians! The SPY inching closer to the level that signifies a bear market, but a surprise interest rate cut from China’s central bank is leading to a bit of a relief rally this morning… 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.
Brooker Belcourt, CEO of Covey, joins the podcast to discuss his analyst platform and its ‘alpha algorithm’ that has been able to produce outperformance through its stock and ETF picks and crypto calls.
Mike Singleton of Invictus Research joins the podcast to discuss why the current sell-off is NOT a buying opportunity for stocks.
Edward Olanow, portfolio manager and director of investment solutions at Weiss Multi-Strategy Advisers, joins the podcast to supply a surprisingly bullish outlook on the economy and on certain segments of the stock market.
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.
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.
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.
Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets.
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)
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.
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.
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