Contrarian Investor Media

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The daily podcast discusses the major market activity and economic data release schedule for the day ahead, with a contrarian bent. Also includes regular podcast episodes a day (or more) early and without ads or announcements. contrarianpod.substack.com

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Contrarian Investor Media

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Business

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6. aug 2025

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Episoder

More Earnings, Sino-US Trade War 05.02.2025

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Feb. 5. Happy Hump Day! Today’s Stocks On The Contrarian Radar©️ segment features $GOOG / $GOOGL and can be read at the bottom of this page. Be sure to read the monthly portfolio update ! State of Play Stocks rallied yesterday, led by tech. There was unfortunately some bad...

Fed Day, Tesla Earnings 29.01.2025

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Jan. 29. Fed Day. Also Tesla ( $TSLA ) earnings day. State of Play Stocks rallied yesterday, led by a rebound in tech. The Nasdaq gained 2% as semiconductor stocks rallied, not quite r...

The Looming Iceberg Ahead of the US Economy (Szn 7, Episode 1) 22.01.2025

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Les Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt. This podcast episode was recorded today and is being made available for premium subscribers only. Free subscribers may listen to the short preview...

Taiwan Semiconductor Earnings Fuel AI Party 16.01.2025

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Jan. 16. State of Play Stocks advanced yesterday , putting in a broad-based rally after the CPI came in a little below forecasts. As we eye our board of indicators for signs of directio...

Consumer Prices 15.01.2025

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Jan. 15. State of Play Stocks bounced around yesterday, rallying after producer prices came in below forecasts, but finishing largely unchanged. As we eye our board of indicators for signs of direction at 0600 ET, things are pretty quiet: * Stock index futures are pointing...

Fed Back in Focus: Meeting Minutes, Waller Speech 08.01.2025

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Jan. 8. Today’s Stock on the Contrarian Radar©️is $HSIC (see the bottom of the page). State of Play Stocks dropped yesterday after hotter-than-anticipated economic data brought fears of higher-for-longer interest rates. As we eye our board of indicators for signs of direct...

PMIs, JOLTS, Sell-Off in Staples Stocks 07.01.2025

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Jan. 7. Today’s Stocks on the Contrarian Radar©️ segment, focused on consumer staples stocks (ETF $XLP ), can be read at the bottom of this page. State of Play Stocks advanced yesterday...

Purchasing Manager Indexes 16.12.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Dec. 16. The Bottom Line segment of today’s podcast starts at (3:43) for listeners who want to skip ahead. State of Play Bitcoin had another big rally over the weekend and is now trading...

Producer Prices, Opportunity in Defense Contractor Stocks? 12.12.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Dec. 12. The Bottom Line segment of today’s podcast starts at (4:20), followed by Stocks on the Contrarian Radar©️ featuring $LMT and $GD at (6:34) for listeners who want to skip ahead. State of Play Stocks advanced yesterday led by tech after CPI matched economist estimate...

More Earnings 10.12.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Dec. 10. The Bottom Line segment of today’s podcast starts at (3:52), followed by Stocks on the Contrarian Radar©️ featuring Google ( $GOOG / $GOOGL ) at (5:50) for listeners who want to skip ahead. State of Play Stocks dropped a bit yesterday on news of an antitrust probe b...

Some Earnings 09.12.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Dec. 9. The Bottom Line segment of today’s podcast starts at (4:00) for listeners who want to skip ahead. State of Play As we eye our board of indicators for signs of direction at 0650, t...

Non-Farm Payrolls 06.12.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, Dec. 6. Saint Nicholas Day for those who celebrate. The Bottom Line segment of today’s podcast starts at (2:41), followed by Stocks on the Contrarian Radar©️ featuring Goodyear Tire & Rub...

JOLTS, Earnings, Trump Protectionism 03.12.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Dec. 3. The Bottom Line segment of today’s podcast starts at (2:35), followed by Stocks on the Contrarian Radar©️ featuring $X at (4:10) for listeners who want to skip ahead. State of Play Stocks advanced yesterday to close at fresh record highs. As we eye our board of indic...

PCE Deflator Returns Focus to Inflation 27.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 27. The Bottom Line segment of today’s podcast starts at (4:59) for listeners who want to skip ahead. State of Play It’s Thanksgiving Eve in the US, which is normally a pretty qui...

Trump Tariffs, Fed Meeting Minutes, Earnings 26.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Nov. 26. The Bottom Line segment of today’s podcast starts at (5:44) for listeners who want to skip ahead. State of Play Stocks advanced yesterday, led by small caps again. Then came new...

The 3-Headed Monster Vexing Markets 21.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Nov. 21. The Bottom Line segment of today’s podcast starts at (4:27) for listeners who want to skip ahead. State of Play Nvidia ($NVDA ) earnings after yesterday’s close were kind of bl...

Nvidia Earnings, Target’s Big Miss 20.11.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 20. The Bottom Line segment of today’s podcast starts at (4:38), followed by Stocks on the Contrarian Radar©️ featuring $TGT and $BORR at (6:22) for listeners who want to skip ahead. State of Play Stocks advanced yesterday with tech the leader. As we eye our board of...

Earnings Should Drive this Week's Narrative 18.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Nov. 18. The Bottom Line segment of today’s podcast starts at (4:06) for listeners who want to skip ahead. State of Play Stocks dropped on Friday to conclude a losing week. As we eye our...

Earnings, Producer Prices 14.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Nov. 14. The Bottom Line segment of today’s podcast starts at (4:18) followed by Stocks On The Contrarian Radar©️ at (6:05) feat $BBWI for listeners who want to skip ahead. State of Pla...

Inflation Back on the Menu 13.11.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 13. The Bottom Line segment of today’s podcast starts at (4:15) followed by Stocks On The Contrarian Radar©️ at (6:39) feat $HOG for listeners who want to skip ahead. State of Play Stocks dropped yesterday for the first time since the election. As we eye our board of...

Earnings, Fed Speakers, Bitcoin Bull Rush 12.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Nov. 12. The Bottom Line segment of today’s podcast starts at (5:06) for listeners who want to skip ahead. State of Play Stocks rallied again yesterday, closing at fresh record highs onc...

Trump Trade Gathers Steam 08.11.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, Nov. 8. The Bottom Line segment of today’s podcast starts at (4:40) followed by Stocks On The Contrarian Radar©️ at (6:25) feat $PINS for listeners who want to skip ahead. State of Play Trump +2 saw another rally for stocks , this one even more broad-based. Major US indexes c...

Trump Victory a Big Win for Cryptos, Small Cap Stocks — USD? 06.11.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Nov. 6. The Bottom Line segment of today’s podcast starts at (4:02) followed by Stocks On The Contrarian Radar©️ at (6:15) feat $GLD for listeners who want to skip ahead. State of Play The election is over. Trump won. That is going to have broad impacts, not all of which a...

Election Day: Don’t Sweat the Results, Unless… 05.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Nov. 5. Happy Election Day in the US! The Bottom Line segment of today’s podcast starts at (3:10) for listeners who want to skip ahead. State of Play Stocks moved sideways yesterday in a...

Holding Pattern Into US Election Week 04.11.2024

This is a free preview of a paid episode. To hear more, visit contrarianpod.substack.com Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Nov. 4. Start of a big week that sees US elections, Fed meeting, and more! The Bottom Line segment of today’s podcast starts at (2:39) followed by Stocks On The Contrarian Radar©️at (5:00...

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