Podcasts by The Contrarian Investor Podcast

Pulling Back the Curtain on Emerging Markets Distressed Debt from 2020-08-26T15:13:49

Genna Lozovsky of Sandglass Capital Management joins the podcast to discuss investing in emerging markets distressed debt and credit.

Sandglass Capital invests in sovereign and corporate ...

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Math and Algorithms: Overrated When it Comes to Investing from 2020-08-07T13:17:04

Eric Chung, chief investment officer of Lighthaven Capital Management, joins the podcast to discuss his view that math, financial models, and algorithms are insufficient when it comes to investi...

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The COVID Disconnect And The Coming 'Melt Up' In Markets from 2020-07-28T13:14:20

The evolution of media has led to a "disconnect" between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research.

"We ar...

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Time to Build a Position in Semiconductor Manufacturers? from 2020-07-14T16:42:29

Siddarth Singhai of Ironhold Capital joins the podcast to discuss his views of semiconductor manufacturers and auto parts suppliers. He also shares his bullish views on industry sectors in his n...

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Prepare for the 'L-Shaped' Recovery: David Neuhauser, Livermore Partners from 2020-06-30T16:10:27

David Neuhauser of Livermore Partners joins the podcast to discuss his expectation of a "L-shaped" economic recovery and corresponding sideways market activity in the years to come. 

Ther...

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The Case for Investing in Sports Teams, With Jonathan Boyar from 2020-06-24T02:11:15

Jonathan Boyar, principal at Boyar Value Group, joins the podcast to discuss the merits of investing in the public equity of professional sports teams.

Boyar is specifically bullish on th...

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Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson from 2020-06-16T19:25:43

Hedge fund portfolio manager Chris Nicholson joins the podcast to discuss his outlook on volatility, interest rates, and other markets.

Forecasting these assets has become increasingly pr...

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The Methods of a Short Activist: Gabriel Grego, Quintessential Capital Management from 2020-06-09T17:37:27

Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy.

Grego finds three or four "high conviction" ideas to trade a year. His process is exhaust...

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Finding 'Disruptive Ideas' In Autos, Media, Telecoms from 2020-05-27T16:12:35

Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis ...

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Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts from 2020-05-20T14:39:52

Dexter Roberts joins the podcast to discuss his book "The Myth of Chinese Capitalism."

In Roberts' view, economic reforms have already been curtailed under current political leadership. C...

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Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital from 2020-05-13T14:58:17

Christopher Brown of Aristides Capital joins the podcast to discuss his investment strategy, which has produced positive returns every calendar year since 2008.

In Brown's view, healthcar...

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The Anti-Quant Quant, Beating Indexes With Three ETFs from 2020-05-06T18:11:41

Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund's strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce retur...

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Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors from 2020-04-29T15:12:54

Maya Joelson, founder and president of Metapoint Advisors, joins the podcast to discuss her view of exchange-traded funds.

These instruments are seen as efficient and cheap ways for inves...

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Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust' from 2020-04-14T16:49:01

David Hunter, chief macro strategist at Contrarian Macro Advisors, Listen

Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners from 2020-04-07T16:51:53

Hedi Ben Mlouka joins the podcast to discuss his views of frontier markets in light of the coronavirus crisis.

Ben Mlouka has been investing in frontier markets for more than a decade as ...

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Coronavirus Crisis Continues: Expect 'Rolling' Recessions from 2020-03-23T19:44:17

Rachel Ziemba, a geo-economic and country risk expert, joins the podcast to discuss the continuing, and intensifying economic impact from the coronavirus.

It's become clear that the crisi...

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The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views from 2020-03-20T21:11:42

Dr. Robert Bednarz joins the podcast to provide his professional opinion on the coronavirus: Just how serious of a health crisis is COVID-19? And how long might it persist until economies around...

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Coronavirus Crisis: Assessing the Economic Damage and the Way Forward from 2020-03-17T23:36:33

Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy.

...

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Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff from 2020-03-10T14:22:19

Kirill Zadov, political analyst at Russian-language radio station RUSA Radio, joins the podcast in this special episode to discuss the recent sell-off in oil prices.

Zadov has some unique...

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Defending Value, Shorting Selectively With Tobias Carlisle from 2020-03-03T16:30:58

Tobias Carlisle, founder of Acquirers Fund LLC, is well known in value investing circles. He defends this method while also pointing to the short opportunities that have emerged recently.

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Global Crisis Investing Through 'Psychological Arbitrage' from 2020-02-18T18:39:02

Philip Reade, founder and managing partner at Helm Investment Partners, joins the podcast to discuss his approach to crisis investing on a global basis.

Reade does not follow the "buy whe...

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Private Credit is Fentanyl, With Gregory Obenshain, Verdad Capital from 2020-02-11T16:26:17

Gregory Obenshain, director of credit at Verdad Capital, joins the podcast to discuss his concerns about private credit investing.

Obenshain and Verdad Capital founder Dan Rasmussen recen...

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News Headlines: The 'Subtle Fallacy' Confounding Investors from 2020-01-29T21:31:04

January 2020 has been an eventful month. Geopolitical events and other exogenous factors have roiled global financial markets. In the end, they may not matter all that much where the trajectory ...

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Energy Markets at a Turning Point, With Economist Peter Sainsbury from 2020-01-23T03:02:57

Economist and energy specialist Peter Sainsbury joins the podcast to discuss his thesis, that the fossil fuel industry faces a dilemma similar to what confounded big tobacco a generation ago. Listen

The Next Market Meltdown is Coming from 2020-01-14T18:43:56

Chris Stanton, chief investment officer at Sunrise Capital, rejoins the podcast to discuss his bearish views on the market at the start of 2020.

There are reasons to believe a market corr...

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Healthcare, Russian Natural Gas and Other Ideas for Investing in 2020, With Lukasz Tomicki of LRT Capital from 2019-12-18T14:49:13

Lukasz Tomicki of LRT Capital Management joins the podcast to discuss his investing strategy and ideas for 2020.

Contents: The case for Russian natural gas companies (3:0...

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Unpacking 'The Finance Curse,' With Nicholas Shaxson, Author from 2019-12-05T16:32:52

Nicholas Shaxson, author of The Finance Curse, joins the podcast to discuss his thesis, that the financial sector is at the root of many problems facing economies and society, and where...

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Investors' Worsening Mood is a Bullish Indicator: Nick From Demonetized Blog from 2019-11-20T23:11:29

The collective mood and risk appetite of investors may be turning more cautious, but this makes for a more optimistic outlook for risk assets. The author of the Listen

Andrew Redleaf on Today's Low-Rate, Low-Growth, Restricted-Access-to-Capital World from 2019-11-12T16:49:07

Andrew Redleaf is best known as the founder of Whitebox Advisors, a hedge fund that at its peak managed $6 billion. He joins the podcast to discuss his thesis that the world is increasingly bifu...

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The Dangers of Interest Rate Volatility Risk, With Nancy Davis of Quadratic Capital from 2019-10-28T19:19:58

Nancy Davis of Quadratic Capital joins the podcast to discuss the danger of interest rate volatility risk.

The market is at "peak confidence of central banks being able to control markets...

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Peter Borish on Economic Cycles, the Case for Active Investment Management from 2019-10-16T19:17:18

Peter Borish is a founding partner at Tudor Investment Corp and current chief strategist at Quad Group. In his long career on Wall Street, Borish has seen multiple market cycles and met with and...

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No Recession Imminent, Adam Johnson of Bullseye Brief Provides Bullish Stock Picks from 2019-10-09T13:29:36

Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his backgrou...

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The Need for Non-Consensus Investing, With Rupal J. Bhansali from 2019-09-25T13:15:22

Rupal J. Bhansali joins the podcast to discuss her just-published book "Non-Consensus Investing: Being Right When Everyone Else is Wrong."

Ms. Bhansali is the chief investment officer, in...

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Microinvesting Primer and Idea Generation, with GeoInvesting's Maj Soueidan from 2019-09-18T11:59:59

Maj Soueidan, co-founder of GeoInvesting LLC, joins the podcast to discuss his approach to microcap investing and his process for sourcing ideas before concluding with one of his favorite stock ...

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The Coming 'Melt Up' in Markets, With David Hunter of Contrarian Macro Advisors from 2019-09-04T16:36:49

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear mark...

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2/10 Yield Curve Inversion: No Ill Effects for US Economy, Says Barry Knapp from 2019-08-19T21:43:21

Barry Knapp of Ironsides Macroeconomics joins the podcast to discuss the 2-year/10-year yield curve inversion. The gauge is viewed as a harbinger of recession and while global trade has clearly ...

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Emotional Investing With Denise K Shull from 2019-08-13T20:27:17

Denise K Shull joins the podcast to argue against the platitude that emotions have no place in investing. Identifying and managing emotions does not only play an integral role in investing, but ...

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Choosing Battles in Emerging Markets, With Pembroke's Gregory Mariasch from 2019-07-31T17:22:44

Gregory Mariasch, partner at Pembroke Emerging Markets, makes the case for his particular brand of long-short investing. Contrary to the prevailing opinion, there are opportunities in emerging m...

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China and the Everything Bubble, With Kevin Smith of Crescat Capital from 2019-07-16T14:42:19

Kevin Smith of hedge fund firm Crescat Capital in Denver joins the podcast to discuss his views on China and other asset bubbles, which he considers ripe for implosion.

China heading into...

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US Expansion May Continue For Four More Years, Says Commerce Trust Chief Economist from 2019-07-01T19:24:39

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, disagrees with the prevailing consensus that the US expansion is at or near recession.

While growth may have slowed,...

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Mini Episode: US-China Impasse Goes Well Beyond Tariffs, Says Jim Chanos from 2019-06-26T12:37:02

The market has begun to price in the likelihood of a US-China trade deal. But this would not be the end of China's problems with its biggest trading partner, says renowned short-seller (and Chin...

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Timeshare Companies: Unloved, Misunderstood, Underappreciated from 2019-06-17T15:09:56

Shares of timeshare companies have not done particularly well lately. That is understandable considering the options investors have elsewhere as well as the state of the economic cycle in the U....

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Reports of Retail's Death Have Been Greatly Exaggerated, With ValueStockGeek from 2019-06-12T00:10:02

Retail is dead. Brick and mortars shopping has been replaced by E-commerce. Amazon is triumphant, the victor over all goods that can reasonably be bought and sold. The experience of in-person sh...

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Bonus Episode: Jim Chanos Speech at Connecticut Hedge Fund Association from 2019-06-07T20:01:39

Renowned short-seller Jim Chanos spoke at the Connecticut Hedge Fund Association's quarterly meeting on June 6. This is a recording of his speech.

In his 45-minute address, Chanos discuss...

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Governance Arbitrage, With Henry D. Wolfe from 2019-06-04T11:30

The general assumption that management and governance of public companies are efficient, is false. So says Henry D. Wolfe in his recently-released book, "Governance Arbitrage: Blowing up the pub...

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The Contrarian Opportunity in Puerto Rico, with Tobias Carlisle of Acquirers Funds from 2019-05-28T18:35:15

Almost all headlines from Puerto Rico are negative these days, but there is a way to profit from all the doom and gloom, according to Tobias Carlisle of Acquirers Funds. An insurance company is ...

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Leverage Can Be a Good Thing, With David Kreinces of ETF Portfolio Management from 2019-05-21T12:08:52

Leverage, especially using borrowed money to increase returns, has a bad reputation that is no longer justified, according to David Kreinces of ETF Portfolio Management. In fact, proper use of l...

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AMC, GOGO Present an Opportunity: Mark Jones of Pragmatic Capital from 2019-05-14T11:00

Shares of AMC Entertainment Holdings (AMC) and Gogo Inc. (GOGO) have been beaten down pretty badly in recent years. But there is a lot that the market is missing, says this week's guest, Mark Jo...

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The Case for Mining Stocks, with Matt Zabloski, Delbrook Capital from 2019-05-07T11:30

The metals and mining sector of the equities market has effectively gone nowhere for more than a decade. That may be about to change, according to Matt Zabloski of Delbrook Capital.

A sup...

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Spinoffs create value in equity markets, with Jim Osman, Edge Consulting Group from 2019-04-30T16:06:29

This year's rally in equity markets has not been equally kind to all sectors of the market. DowDupont Inc. has seen relatively muted returns this year, especially compared to the broader indices...

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Markets Underestimate the Risk of Major Corrections: Sunrise Capital's Chris Stanton from 2019-04-23T18:04:29

Chris Stanton, partner and chief investment officer at Sunrise Capital Partners, sat down with host Nathaniel E. Baker to discuss risks facing markets and the economy.

On the surface, the...

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The Contrarian Investor Podcast: Pilot Episode from 2019-04-08T14:28:39

Act I: Host introduces an area of conventional wisdom in financial markets or the economy, something that has perhaps already been priced in to markets. In this case: the invert...

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