The Contrarian Investor Podcast

172 Folgen

1. Pulling Back the Curtain on Emerging Markets Distressed Debt

   Vom: 26.8.2020
2. Math and Algorithms: Overrated When it Comes to Investing

   Vom: 7.8.2020
3. The COVID Disconnect And The Coming 'Melt Up' In Markets

   Vom: 28.7.2020
4. Time to Build a Position in Semiconductor Manufacturers?

   Vom: 14.7.2020
5. Prepare for the 'L-Shaped' Recovery: David Neuhauser, Livermore Partners

   Vom: 30.6.2020
6. The Case for Investing in Sports Teams, With Jonathan Boyar

   Vom: 24.6.2020
7. Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson

   Vom: 16.6.2020
8. The Methods of a Short Activist: Gabriel Grego, Quintessential Capital Management

   Vom: 9.6.2020
9. Finding 'Disruptive Ideas' In Autos, Media, Telecoms

   Vom: 27.5.2020
10. Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts

    Vom: 20.5.2020
11. Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital

    Vom: 13.5.2020
12. The Anti-Quant Quant, Beating Indexes With Three ETFs

    Vom: 6.5.2020
13. Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors

    Vom: 29.4.2020
14. Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'

    Vom: 14.4.2020
15. Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners

    Vom: 7.4.2020
16. Coronavirus Crisis Continues: Expect 'Rolling' Recessions

    Vom: 23.3.2020
17. The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views

    Vom: 20.3.2020
18. Coronavirus Crisis: Assessing the Economic Damage and the Way Forward

    Vom: 17.3.2020
19. Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff

    Vom: 10.3.2020
20. Defending Value, Shorting Selectively With Tobias Carlisle

    Vom: 3.3.2020