The Contrarian Investor Podcast
- Business · Investing
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About
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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Recent episodes
- International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
- Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
- Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk
- Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital
- Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst
- Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
- Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
- AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
- Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
- The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics