Consumer Confidence, Home Prices, Fed Speakers

Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Nov. 28.

Cyber Monday

Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is (Cyber) Monday, Nov. 27.

Jobless Claims, Weird Market Reaction to NVDA E...

Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Wednesday, Nov. 22.

Retailers, Nvidia Report Earnings

Welcome to the Daily Contrarian, our morning look at events likely to move markets in the day ahead. Today is Tuesday, Nov. 21.

Opportunities in Emerging, Frontier Markets: Ke...

Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks.

Opportunities in Credit Markets With Tom Carney...

Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets.

Stocks, Bonds to Rally in Q4: David Hunter (Ful...

David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds.

Contrarian Investing Primer With Phil Pecsok, A...

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.

Hard Landing for the US Economy; Mild Recession...

Ayesha Tariq, co-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landing for the US economy along with other contrarian views she has about the Federal Reserve and global financial markets.

US Economy Will See Hard Landing + Other Action...

Ayesha Tariq, co-founder of MacroVisor, rejoins the podcast to discuss why she is expecting a hard landing for the US economy along with other contrarian views about the Federal Reserve and financial markets.

Diamonds as an Asset Class: Concepts, Contraria...

Cormac Kinney, founder and CEO of Diamond Standard, joins the podcast to discuss the concept of diamonds as an asset class: why they haven't become an investable commodity like other precious metals, how that may be changing, and what investors can expect in terms of correlation to other assets and alpha.

The Economic Soft Landing Will Be Short-Lived: ...

Peter Kraus, founder and CEO of Aperture Investors, joins the podcast to discuss his views on the economy, why he expects the 'soft landing' to occur, but why it will quickly give way to renewed concerns.

Investor Confidence Is Fast Approaching the 'In...

Peter Atwater joins the podcast to discuss the ideas from his latest book, "The Confidence Map: Charting a Path From Chaos to Clarity." Crucially, investor confidence is today fast approaching the 'invulnerable extreme' that indicates a top in markets...

Trend-Following Opportunities in Bonds, Soft Co...

Anthony Todd, the founder of Aspect Capital, joins the podcast to discuss the investment strategy of trend-following and where it is especially applicable in today’s markets.

Regional Bank Credit Risk, AI Tech Hype, Applyi...

Chris Bemis, co-founder of X-Cubed Capital, joins the podcast to discuss his views on regional bank credit risk, the nascent bubble in AI tech stocks (and AI more generally), problems in commercial real estate, and how he applies his mathematics background to investing.

Inflation to Stay Elevated, Cause Wide Impact: ...

Naomi Fink, founder and CEO at Europacifica Consulting in Los Angeles, joins the podcast to discuss her view that inflation will prove more elevated and persistent than market participants are anticipating -- and how and where this impact will be felt.

AI is Overhyped, Will Only Exacerbate Inequalit...

MIT Economist Simon Johnson joins the podcast to discuss his book, 'Power and Progress, Our Thousand-Year Struggle Over Technology and Prosperity' and specifically why artificial intelligence is likely overhyped, and that not just from an investment perspective.

Mild Recession Brings Opportunities: Elliot Kal...

Elliot Kallen, founder of Prosperity Financial Group, joins the podcast to discuss his expectations for a coming recession, to start this summer.

Inside the mind of SBF with Brady Dale, author ...

Brady Dale joins the podcast to discuss his book, 'SBF: How the FTX bankruptcy unwound crypto's very bad good guy' and offer his thoughts on the present and future of cryptocurrencies.

Discussing the Possible End of QT With One Who ...

Jake Schurmeier of Harbor Capital Management joins the podcast to discuss his experience at the Federal Reserve Bank of New York, which overlapped with a full monetary policy cycle, and what this may tell us about future Fed policy -- especially in light of the events surrounding Silicon Valley Bank and Signature Bank of New York.

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.

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.