The Contrarian Investor Podcast
Ein Podcast von Nathaniel E. Baker
186 Folgen
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Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Vom: 11.3.2025 -
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Vom: 4.3.2025 -
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
Vom: 21.2.2025 -
Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
Vom: 13.2.2025 -
The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics
Vom: 28.1.2025 -
Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Vom: 27.12.2024 -
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
Vom: 21.11.2024 -
US Election 'Black Swans' Include Significant Chance of Political Violence
Vom: 1.11.2024 -
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
Vom: 30.10.2024 -
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
Vom: 23.10.2024 -
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Vom: 1.10.2024 -
Finding Contrarian Investors Among US Presidents Past and Present
Vom: 25.9.2024 -
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Vom: 10.9.2024 -
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
Vom: 21.8.2024 -
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
Vom: 6.8.2024 -
Gold Prices Set to Move (Even) Higher: Dana Samuelson
Vom: 25.7.2024 -
The 'Stoic Investment' Primer, With Darius Foroux
Vom: 2.7.2024 -
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
Vom: 14.6.2024 -
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
Vom: 4.6.2024 -
The Specter of Stagflation Still Looms: Ayesha Tariq
Vom: 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.