186 Episodo

  1. Regional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate: Chris Bemis, X-Cubed Capital

    Publicado: 20/6/2023

  2. Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink

    Publicado: 7/6/2023

  3. AI is Overhyped, Will Only Worsen Inequality: Simon Johnson

    Publicado: 31/5/2023

  4. Value Stock Geek on Google, Meta, Taiwan Semiconductor

    Publicado: 18/5/2023

  5. Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot Kallen

    Publicado: 11/5/2023

  6. Author of 'SBF' on his Book's Subject, What Undid FTX, Future of Cryptos

    Publicado: 4/5/2023

  7. 3 Stock Picks, the Case for Investing in Malaysia: Aaron Pek

    Publicado: 25/4/2023

  8. Risk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus Research

    Publicado: 11/4/2023

  9. Tech Is Not Dead, Though It Is Certainly Changing: Kevin Philip

    Publicado: 28/3/2023

  10. Discussing the Possible End of QT With One Who Worked at the Fed

    Publicado: 16/3/2023

  11. Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash

    Publicado: 7/3/2023

  12. Yes, the Fed Can Still Engineer a 'Soft Landing': Callie Cox, eToro

    Publicado: 21/2/2023

  13. The Future of Technology Investing is Hardware, not Software: Robert Cote

    Publicado: 14/2/2023

  14. A Global Economy Beset by Discrepancies, With Joseph Politano

    Publicado: 2/2/2023

  15. China Reopening: Underestimating the Impact on Global Economy, Markets With Mike Edwards

    Publicado: 24/1/2023

  16. Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 2023 Outlook

    Publicado: 9/1/2023

  17. Recession in 2023 Should Be Benign With Ample Job Growth: Alex Chausovsky

    Publicado: 22/12/2022

  18. Hard Assets the Place to Be in '23: Kyrill Asatur, Centerfin

    Publicado: 8/12/2022

  19. 'Options Mike' on the Coming Year-End Rally for Stocks

    Publicado: 1/12/2022

  20. The Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, Ep. 32)

    Publicado: 22/11/2022

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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.

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