186 Epizód

  1. Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust

    Közzétéve: 2025. 03. 11.

  2. Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors

    Közzétéve: 2025. 03. 04.

  3. AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

    Közzétéve: 2025. 02. 21.

  4. Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital

    Közzétéve: 2025. 02. 13.

  5. The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics

    Közzétéve: 2025. 01. 28.

  6. Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo

    Közzétéve: 2024. 12. 27.

  7. Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital

    Közzétéve: 2024. 11. 21.

  8. US Election 'Black Swans' Include Significant Chance of Political Violence

    Közzétéve: 2024. 11. 01.

  9. Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)

    Közzétéve: 2024. 10. 30.

  10. Trends Point to Trump Victory, Republican Sweep: Flip Pidot

    Közzétéve: 2024. 10. 23.

  11. The Bull Case for Industrial Commodities, AI, and More, With Tony Greer

    Közzétéve: 2024. 10. 01.

  12. Finding Contrarian Investors Among US Presidents Past and Present

    Közzétéve: 2024. 09. 25.

  13. Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback

    Közzétéve: 2024. 09. 10.

  14. Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital

    Közzétéve: 2024. 08. 21.

  15. Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

    Közzétéve: 2024. 08. 06.

  16. Gold Prices Set to Move (Even) Higher: Dana Samuelson

    Közzétéve: 2024. 07. 25.

  17. The 'Stoic Investment' Primer, With Darius Foroux

    Közzétéve: 2024. 07. 02.

  18. US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital

    Közzétéve: 2024. 06. 14.

  19. Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited

    Közzétéve: 2024. 06. 04.

  20. The Specter of Stagflation Still Looms: Ayesha Tariq

    Közzétéve: 2024. 05. 13.

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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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