Contrarian Investor Media

Contrarian Investor Premium

Business EN ↓ 457 episodes

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

Author

Contrarian Investor Media

Category

Business

Podcast website

contrarianpod.substack.com

Latest episode

Aug 6, 2025

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Episodes

Manufacturing PMIs, Construction Spending 03.09.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Sept. 3. The Bottom Line segment of today’s podcast starts at (4:19) for listeners who want to skip ahead. State of Play It was a quiet, long holiday weekend in the US. Now September trading is about to get underway and with it the last month of the third quarter. As we eye...

Nvidia Earnings Eve: Opportunity in AI Chip Stocks? 27.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Aug. 27. The Bottom Line segment of today’s podcast starts at (2:14) and Stocks on the Contrarian Radar at (2:55) for listeners who want to skip ahead. State of Play Stocks were unchanged yesterday except for tech, which dropped a bit. As we look at our board of indicators f...

Jobless Claims, PMIs, Jackson Hole Kick-Off 22.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Aug. 22. The Bottom Line segment of today’s podcast starts at (5:56) and Stocks on the Contrarian Radar at (7:25) for listeners who want to skip ahead. State of Play The big news yesterday came from the Bureau of Labor Statistics revising its annual jobs growth downward by...

Retailer Earnings, FOMC Meeting Minutes 21.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Aug. 21. The Bottom Line segment of today’s podcast starts at (3:27) and Stocks on the Contrarian Radar at (5:02) for listeners who want to skip ahead. State of Play Yesterday was a quiet session as anticipated but the S&P 500 and Nasdaq did drop for the first time in nine...

Stocks’ Winning Streak, Lowe’s Earnings 20.08.2024

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, Aug. 20. The Bottom Line segment of today’s podcast starts at (2:55) for listeners who want to skip ahead. State of Play Stocks rallied yesterday with the Nasdaq leading major US indexes...

A Few Earnings to Start a Slow Week… 19.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Aug. 19. The Bottom Line segment of today’s podcast starts at (3:27) and Stocks on the Contrarian Radar at (6:18) for listeners who want to skip ahead. State of Play As we look at our board of indicators for signs of direction at 0700, all is pretty quiet: * Stock index futur...

Michigan Consumer Sentiment, Housing Starts 16.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, Aug. 16. The Bottom Line segment of today’s podcast starts at (3:10) and Stocks on the Contrarian Radar at (5:54) for listeners who want to skip ahead. State of Play Stocks put in a big rally yesterday, their second one in three days, after retail sales printed well ahead of...

Jobless Claims, Retail Sales 15.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Aug. 15. The Bottom Line segment of today’s podcast starts at (4:30) and Stocks on the Contrarian Radar at (6:23) for listeners who want to skip ahead. State of Play Yesterday turned out to be a blah day after the CPI met estimates pretty square on the nose. As we look at o...

Consumer Prices 14.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, Aug. 14. The Bottom Line segment of today’s podcast starts at (2:35) and Stocks on the Contrarian Radar at (4:47) for listeners who want to skip ahead. State of Play Stocks rallied yesterday after producer prices showed more signs of dropping inflation. As we look at our b...

Copper vs Cryptos 12.08.2024

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, Aug. 12. The Bottom Line segment of today’s podcast starts at (3:51) for listeners who want to skip ahead. State of Play It was a quiet summer weekend following a quiet Friday session fol...

All Eyes on Jobless Claims 08.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Aug. 8. The Bottom Line segment of today’s podcast starts at (4:36), with ‘Stocks on the Contrarian Radar’ commencing at (7:47) for listeners who want to skip ahead. State of Play Stocks bounced around yesterday, rallying big at the open then dropping into the close. As we...

Risk-On? 07.08.2024

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, Aug. 7. The Bottom Line segment of today’s podcast starts at (4:16) for listeners who want to skip ahead. ‘Stocks on the Contrarian Radar’ is at the bottom of this page. State of Play...

Turnaround Tuesday? 06.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, Aug. 6. The Bottom Line segment of today’s podcast starts at (4:04), with ‘Stocks on the Contrarian Radar’ commencing at (6:31) for listeners who want to skip ahead. State of Play Stocks got smacked around yesterday. It was a very ugly day across the board. After the close,...

Recession Fears Turn Real 05.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, Aug. 5. The Bottom Line segment of today’s podcast starts at (4:21), with ‘Stocks on the Contrarian Radar’ commencing at (8:15) for listeners who want to skip ahead. State of Play Futures are getting beaten to a pulp and the concern is suddenly very real that circuit breakers...

Bad News = Bad News, Again 02.08.2024

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, Aug. 2. The Bottom Line segment of today’s podcast starts at (4:27), ‘Stocks on the Contrarian Radar’ at (7:38) for listeners who want to skip ahead. State of Play Yesterday was an ugly o...

Apple, Amazon Headline a Big Day for Earnings 01.08.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, Aug. 1. Swiss National Day. Forgive the singing (podcast only). The Bottom Line segment of today’s podcast starts at (5:43) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (7:39) on t...

Fed Day, Opportunity in AI Chip Stocks? 31.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, July 31. The last trading day of the month. The Bottom Line segment of today’s podcast starts at (2:28) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (4:11) on the podcast. State o...

Earnings + Fed + Payrolls = Another Big Week 29.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 29. The Bottom Line segment of today’s podcast starts at (3:29) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (4:39) on the podcast. State of Play Stocks rallied on Friday, recov...

PCE Deflator, More Volatility for Stocks 26.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, July 26. The Bottom Line segment of today’s podcast starts at (3:55) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (6:17) on the podcast. State of Play Stocks got bounced around yeste...

GDP, Earnings, Restaurant Traffic Concerns 25.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, July 25. The Bottom Line segment of today’s podcast starts at (4:31) for listeners who want to skip ahead. Be sure to check out the ‘Stocks on the Contrarian Radar’ segment, which today has a bit of a different bent, at the bottom of this page and (7:37) on the podcast. Sta...

PMIs, More Earnings 24.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, July 24. The Bottom Line segment of today’s podcast starts at (3:27) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (5:24) on the podcast. State of Play Yesterday was pretty unevent...

Earnings Galore: Tesla, Google, Visa 23.07.2024

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, July 23. The Bottom Line segment of today’s podcast starts at (2:41) for listeners who want to skip ahead. Be sure to check out the new ‘Stocks on the Contrarian Radar’ segment at the bo...

Biden Quits Race, A Big Week for Earnings 22.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, July 22. The Bottom Line segment of today’s podcast starts at (4:03) for listeners who want to skip ahead. Be sure to check out the brand new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (5:25) on the podcast. State of Play President Biden finally q...

Not Your Typical Quiet Summer Friday… 19.07.2024

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, July 19. The Bottom Line segment of today’s podcast starts at (3:02) for listeners who want to skip ahead. Be sure to check out the brand new ‘Stocks on the Contrarian Radar’ segment at t...

TSM Earnings Beat 18.07.2024

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, July 18. The Bottom Line segment of today’s podcast starts at (3:04) for listeners who want to skip ahead. Be sure to check out the brand new ‘Stocks on the Contrarian Radar’ segment at the bottom of this page and (4:24) on the podcast. State of Play Stocks dropped yesterda...

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