186 Episodio

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

    Pubblicato: 11/03/2025

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

    Pubblicato: 04/03/2025

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

    Pubblicato: 21/02/2025

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

    Pubblicato: 13/02/2025

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

    Pubblicato: 28/01/2025

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

    Pubblicato: 27/12/2024

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

    Pubblicato: 21/11/2024

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

    Pubblicato: 01/11/2024

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

    Pubblicato: 30/10/2024

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

    Pubblicato: 23/10/2024

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

    Pubblicato: 01/10/2024

  12. Finding Contrarian Investors Among US Presidents Past and Present

    Pubblicato: 25/09/2024

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

    Pubblicato: 10/09/2024

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

    Pubblicato: 21/08/2024

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

    Pubblicato: 06/08/2024

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

    Pubblicato: 25/07/2024

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

    Pubblicato: 02/07/2024

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

    Pubblicato: 14/06/2024

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

    Pubblicato: 04/06/2024

  20. The Specter of Stagflation Still Looms: Ayesha Tariq

    Pubblicato: 13/05/2024

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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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