The Contrarian Investor Podcast

Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing. This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here . Content Highlights What are Meb F...

Petra Bakosova  of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets. This podcast episode was recorded on May 8, 2025. An  'actionable highlights' reel was published that day for premium subscribers, who also received the full podcast episode the day after recording. Sign up for premium...

Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump's tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities… This podcast was recorded on Wednesday, April 30 and was made available to premium subscribers the following day. More information on premium subscriptions is available here . Content Highlights The...

AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle. This podcast was recorded on Monday, March 17, 2025 and was made available to premium subscribers the very next day. For more information on premium...

Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming. This podcast episode was recorded on Thursday, March 13, 2025 and made available to premium subscribers less than 24 hours later! More information on premium subscriptions is available on our Substack . Content Highlights Bearishness appear...

Scott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the onset of Trump tariffs. This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded. Information on premium membership is avaliable here . Content Highlights The "Trump tariff...

Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies. This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More information is available here . This podcast deviate...

Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns.   This podcast episode was released to premium subscribers on Monday, Feb. 17, 2025 without ads or announcements. For more information about premium membership options, visit our Substack . Content Highlights AI stocks have been...

Rohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets. Content Highlights Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stocks. That is due for a cyclical reversal (1:00); The...

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 on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack . Content Highlights The US...

Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly difficult, expensive, and risky (2:58); The 'John...

Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure.   This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack . Content Highlights Quick primer on close...

https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election. Blyth is a career national security professional, having worked for US and British civil and military operations globally. This podcast episode was recorded on Oct. 30, 2...

Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets. This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack . Content Highlights The impact of...

Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump -- and a Republican sweep of Congress. This podcast episode was recorded on Oct. 22, 2024, and made available for premium subscribers that same day -- without ads or announcements. More information on premium memb...

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more. This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack . There are a few points in this episode where adul...

Hear podcast episodes without ads and before regular listeners by subscribing to our premium offering . Megan Gorman joins the podcast to discuss her book 'All the Presidents' Money; How the Men Who Governed America Governed Their Money,' in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year's presidential and vice...

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues. This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here . NB:  The guest is...

Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a 'soft landing' to have increased... This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page .. Content Highlights Economic in...

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks. This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day -- without ads or announcements. More information on premium subscriptions is available here . Content Highlights The view of...

Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year. This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming a premium subscriber -- and the host of other bene...

Darius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing. This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day -- without ads or announcements. For more information on premium subscriptions, visit our Substack . Content Highlights How interest in...

Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment. This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions....

Bob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities...   This podcast episode was recorded on Tuesday, May 28, 2024 and made available to premium subscribers the following day. To become a premium subscriber, visit our Substack . Content Highlights Stock markets are pricing in a lot of opti...

Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber . Content Highlights: The macro set-up and why people are talking about stagflation (1:56); The K-shaped economy and...