The Contrarian Investor Podcast
Un pódcast de Nathaniel E. Baker
186 Episodo
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Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Publicado: 11/3/2025 -
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Publicado: 4/3/2025 -
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
Publicado: 21/2/2025 -
Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
Publicado: 13/2/2025 -
The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics
Publicado: 28/1/2025 -
Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Publicado: 27/12/2024 -
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Publicado: 21/11/2024 -
US Election 'Black Swans' Include Significant Chance of Political Violence
Publicado: 1/11/2024 -
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
Publicado: 30/10/2024 -
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Publicado: 23/10/2024 -
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Publicado: 1/10/2024 -
Finding Contrarian Investors Among US Presidents Past and Present
Publicado: 25/9/2024 -
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Publicado: 10/9/2024 -
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
Publicado: 21/8/2024 -
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
Publicado: 6/8/2024 -
Gold Prices Set to Move (Even) Higher: Dana Samuelson
Publicado: 25/7/2024 -
The 'Stoic Investment' Primer, With Darius Foroux
Publicado: 2/7/2024 -
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
Publicado: 14/6/2024 -
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
Publicado: 4/6/2024 -
The Specter of Stagflation Still Looms: Ayesha Tariq
Publicado: 13/5/2024
The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
