186 Episodo

  1. Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson

    Publicado: 16/6/2020

  2. The Methods of a Short Activist: Gabriel Grego, Quintessential Capital Management

    Publicado: 9/6/2020

  3. Finding 'Disruptive Ideas' In Autos, Media, Telecoms

    Publicado: 27/5/2020

  4. Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts

    Publicado: 20/5/2020

  5. Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital

    Publicado: 13/5/2020

  6. The Anti-Quant Quant, Beating Indexes With Three ETFs

    Publicado: 6/5/2020

  7. Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors

    Publicado: 29/4/2020

  8. Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'

    Publicado: 14/4/2020

  9. Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners

    Publicado: 7/4/2020

  10. Coronavirus Crisis Continues: Expect 'Rolling' Recessions

    Publicado: 23/3/2020

  11. The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views

    Publicado: 20/3/2020

  12. Coronavirus Crisis: Assessing the Economic Damage and the Way Forward

    Publicado: 17/3/2020

  13. Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff

    Publicado: 10/3/2020

  14. Defending Value, Shorting Selectively With Tobias Carlisle

    Publicado: 3/3/2020

  15. Global Crisis Investing Through 'Psychological Arbitrage'

    Publicado: 18/2/2020

  16. Private Credit is Fentanyl, With Gregory Obenshain, Verdad Capital

    Publicado: 11/2/2020

  17. News Headlines: The 'Subtle Fallacy' Confounding Investors

    Publicado: 29/1/2020

  18. Energy Markets at a Turning Point, With Economist Peter Sainsbury

    Publicado: 23/1/2020

  19. The Next Market Meltdown is Coming

    Publicado: 14/1/2020

  20. Healthcare, Russian Natural Gas and Other Ideas for Investing in 2020, With Lukasz Tomicki of LRT Capital

    Publicado: 18/12/2019

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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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