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

Episodes

Retailer Earnings, Fed Beige Book 29.05.2024 1:25

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, May 29. The Bottom Line segment of today’s podcast starts at (3:00) for listeners who want to skip ahead. State of Play Stocks bounced around a bit yesterday, with the Nasdaq finishing...

Consumer Confidence: A First Real Dent in the Armor? 28.05.2024 1:31

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, May 28. The Bottom Line segment of today’s podcast starts at (2:57) for listeners who want to skip ahead. State of Play Stocks advanced on Friday led by tech. The long weekend was quiet...

Quiet Summer Friday or Fear of ‘Higher for Longer’ Fed? 24.05.2024 6:30

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, May 27. The Bottom Line segment of today’s podcast starts at (2:57) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks sold off yesterday as Nvidia ($NVDA ) earnings failed to carry...

Nvidia Rocket Ship, New Home Sales 23.05.2024 6:23

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, May 23. The Bottom Line segment of today’s podcast starts at (3:00 for listeners who want to skip ahead. Be sure to check out the new ‘ One Year Ago Today ’ segment at the bottom of this page. Today’s episode is free brought to you by HX Research . More on them below . Stat...

Nvidia Earnings 22.05.2024 7:14

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, May 22. The Bottom Line segment of today’s podcast starts at (4:17) for listeners who want to skip ahead. Read about the ‘ undiscovered’ AI chip stocks and be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks rallied ag...

Earnings, the Search for ‘Undiscovered’ AI Chip Stocks 21.05.2024 7:28

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, May 21. The Bottom Line segment of today’s podcast starts at (3:46) for listeners who want to skip ahead. State of Play Things were quiet yesterday as expected. The Nasdaq did close at fresh all-time highs on the back of another rally by Nvidia ($NVDA ). As we look at our bo...

Fed Speakers, a few Earnings 20.05.2024 0:47

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, May 20. The Bottom Line segment of today’s podcast starts at (2:41) for listeners who want to skip ahead. State of Play It was a quiet weekend following a quiet trading session on Friday....

Walmart Earnings, Housing Starts 16.05.2024 2:11

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, May 16. The Bottom Line segment of today’s podcast starts at (3:20) for listeners who want to skip ahead. Be sure to check out the new ‘One Year Ago Today’ segment at the bottom of this...

Consumer Prices, Retail Sales 15.05.2024 6:44

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, May 15. CPI Day. The Bottom Line segment of today’s podcast starts at (3:09) for listeners who want to skip ahead. Be sure to check out the new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks advanced yesterday as investors shrugged off hott...

Producer Prices, Meme Stocks Return 14.05.2024 1:19

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, May 14. The Bottom Line segment of today’s podcast starts at (4:19) for listeners who want to skip ahead. State of Play Meme stocks are back! GameStop ($GME ) went nuts yesterday , gaini...

More Earnings 09.05.2024 3:52

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, May 9. The Bottom Line segment of today’s podcast starts at (2:15) for listeners who want to skip ahead. Be sure to check out the brand new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks were roughly unchanged yesterday in another quiet sessio...

Disney Earnings Mixed, Stock Drops 07.05.2024 5:21

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, May 7. The Bottom Line segment of today’s podcast starts at (2:41) for listeners who want to skip ahead. Disney reported earnings as this briefing was about to go to press. The results are discussed below, though not on the podcast. State of Play Stocks rallied again yesterd...

Fed Speakers, A Few Earnings 06.05.2024 0:45

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, May 6. The Bottom Line segment of today’s podcast starts at (4:08) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of...

Non-Farm Payrolls 03.05.2024 4:52

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, May 3. The Bottom Line segment of today’s podcast starts at (2:00) for listeners who want to skip ahead. Be sure to check out the brand new ‘One Year Ago Today’ segment at the bottom of this page . State of Play Stocks advanced yesterday and got more good news after the close...

Focus Returns to Earnings: Apple the Main Event 02.05.2024 6:18

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, May 2. The Bottom Line segment of today’s podcast starts at (3:24) for listeners who want to skip ahead. Be sure to check out the new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks closed yesterday roughly unchanged after a topsy turvy sessi...

Prospects of a 'Higher for Longer' Fed… 01.05.2024 7:26

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, May 1. Happy May Day. Happy Fed Day. The Bottom Line segment of today’s podcast starts at (4:11) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks and bonds sold off yest...

Earnings: Amazon, AMD, SMCI. But First Coke, McDonald’s 30.04.2024 4:54

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, April 30. The Bottom Line segment of today’s podcast starts at (3:30) for listeners who want to skip ahead. State of Play Stocks rose a bit yesterday in what turned out to be a pretty quiet session. As we look at our board of indicators at 0640 it looks like risk appetite is...

Another Massive Week for Earnings. Plus Fed, NFPs… 29.04.2024 3:50

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, April 29. The Bottom Line segment of today’s podcast starts at (2:43) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks rallied on Friday after the PCE Deflator came in as f...

PCE Deflator to Crash Tech Party? 26.04.2024 7:11

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, April 26. The Bottom Line segment of today’s podcast starts at (4:02) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks dropped yesterday after first-quarter GDP came in bel...

The Earnings Beat Goes On; Meta Up Next 24.04.2024 6:46

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, April 24. The Bottom Line segment of today’s podcast starts at (3:43) for listeners who want to skip ahead. Today’s briefing is brought to you by our new partners HXResearch . Read more about them below . State of Play Stocks rallied yesterday, buoyed by positive earnings....

A Massive Week for Earnings 22.04.2024 6:04

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Monday, April 22. The Bottom Line segment of today’s podcast starts at (2:59) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of this page. State of Play Stocks dropped on Friday with the Nasdaq seeing the worst of...

Iran-Israel Tit-for-Tat, Earnings 19.04.2024 7:11

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, April 19. The Bottom Line segment of today’s podcast starts at (3:11) for listeners who want to skip ahead. Be sure to check out the brand new ‘ One Year Ago Today ’ segment at the bottom of this page. Today’s briefing is brought to you by our new partners HXResearch . Read m...

Taiwan Semiconductor Earnings Beat Fails to Impress 18.04.2024 7:01

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, April 18. The Bottom Line segment of today’s podcast starts at (3:35) for listeners who want to skip ahead. Be sure to check out the brand new ‘One Year Ago Today’ segment at the bottom of this page. State of Play Stocks dropped yesterday for no reason that was immediately...

A Few Earnings, Fed Beige Book 17.04.2024 6:06

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to to move markets. It is Wednesday, April 17. The Bottom Line segment of today’s podcast starts at (2:50) for listeners who want to skip ahead. State of Play Stocks finished roughly flat yesterday after selling off early in the session. Fed Chair Jerome Powell said what should have been obvious, which is...

Earnings, Housing Starts 16.04.2024 6:50

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Tuesday, April 16. The Bottom Line segment of today’s podcast starts at (4:05) for listeners who want to skip ahead. State of Play Stocks dropped yesterday after retail sales came in well ahead of forecasts. Bonds were sold as well as investors perhaps start to come to terms with the...