Nathaniel E. Baker

The Contrarian Investor Podcast

Business EN ↓ 100 episodes

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.

Be sure to visit the podcast's website and support the creator: contrarianpod.com

Author

Nathaniel E. Baker

Episodes

Author of 'SBF' on his Book's Subject, What Undid FTX, Future of Cryptos 04.05.2023 53:42

This podcast episode was recorded on Monday, May 1, and released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast . Brady Dale joins the podcast to discuss his book, 'SBF: How the FTX bankruptcy unwound crypto's very bad good guy' and offer his t...

3 Stock Picks, the Case for Investing in Malaysia: Aaron Pek 25.04.2023 50:07

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. To track a partial portfolio of Value Investing Substack, click here . Aaron Pek of Value Investing Substack joins the podcast to discuss his bullish outlook on three individual stocks and more generally the in...

Risk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus Research 11.04.2023 29:30

This podcast episode was recorded on Thursday, April 6, with an actionable highlights clip previewing the following day's non-farm payrolls released to premium subscribers that same day. The full podcast episode was then released to premium subscribers a day later. To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member...

Tech Is Not Dead, Though It Is Certainly Changing: Kevin Philip 28.03.2023 46:11

This podcast episode was recorded on Thursday, March 23 and released to premium subscribers the following day . To get early access to podcast recordings and take advantage of a host of other exclusive benefits, sign up to become a premium member at our Substack or Supercast . Kevin Philip of Bel Air Investment Advisors joins the podcast to discuss why he's still bullish about technology despit...

Discussing the Possible End of QT With One Who Worked at the Fed 16.03.2023 42:21

This episode was recorded in two parts, with a special segment added on March 14 to address the failures of Silicon Valley Bank and Signature Bank of New York. Premium subscribers gained access to this added segment the same day it was recorded. Here it has been merged into the same file to create a single episode. To get early access to podcast recordings and take advantage of a host of other exc...

Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash 07.03.2023 36:31

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Mark Szemeszki joins the podcast to discuss his highly profitable short crypto trades from last year and why his business cycle theory has him sitting in cash. Content Highlights Three-hundred-and-eighty perce...

Yes, the Fed Can Still Engineer a 'Soft Landing': Callie Cox, eToro 21.02.2023 37:25

A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 — almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up!...

The Future of Technology Investing is Hardware, not Software: Robert Cote 14.02.2023 47:07

A short clip of actionable highlights from this podcast episode was distributed to premium subscribers on Feb. 9 -- almost one week ago at the time of this writing. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits (and avoid annoying ads and announcements), visit our Supercast or Substack and sign up! Ro...

A Global Economy Beset by Discrepancies, With Joseph Politano 02.02.2023 45:30

Joseph Politano of Apricitas Economics joins the podcast to discuss his views on the various discrepancies in the global economy -- and how the whole thing may play out. Content Highlights US home prices could be due for more declines, based on how housing starts and interest rates have been trending (2:15); How much of the strength of the labor market is due to interest rate hikes not having take...

China Reopening: Underestimating the Impact on Global Economy, Markets With Mike Edwards 24.01.2023 1:03:42

This podcast episode was recorded Jan. 18, 2023, with a short clip of actionable highlights distributed to premium subscribers the following day. The full podcast episode followed a day after that. To become a premium subscriber and take advantage of this and a host of other benefits, visit our Supercast or Substack and sign up! Mike Edwards, deputy chief investment officer at Weiss Multi-Strategy...

Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 2023 Outlook 09.01.2023 53:08

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why...

Recession in 2023 Should Be Benign With Ample Job Growth: Alex Chausovsky 22.12.2022 42:33

Alex Chausovsky, vice president of analytics and consulting at Miller Resource Group, rejoins the podcast to discuss his surprisingly upbeat economic outlook for 2023, driven by a healthy labor market in the US. Content Highlights There may be a recession in 2023 but the US labor market should hold up just fine (3:03); The guest's assessment is due to first-hand knowledge as his employer is a recr...

Hard Assets the Place to Be in '23: Kyrill Asatur, Centerfin 08.12.2022 45:02

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Kyrill Asatur, co-founder and CEO of Centerfin, joins the podcast to discuss his view on asset allocation going into 2023: why he is bullish on hard assets like energy and bearish on fixed income -- and why th...

'Options Mike' on the Coming Year-End Rally for Stocks 01.12.2022 35:33

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Michael Pisani, aka Options Mike, joins the podcast to discuss why he's anticipating a year-end rally in stocks. Content Highlights It's been a tough year for stocks and risk assets. That may be about to chan...

The Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, Ep. 32) 22.11.2022 38:59

Premium subscribers received this episode several days early -- and without ads or announcements -- as they do all podcast episodes. Sign up on Supercast or Substack . You can also take our listener survey to receive a free month of access. Jeremy Cordon joins the podcast to discuss his Goldback creation. These gold-imbued currency notes are worth upwards of 1/1000 a troy ounce and are already cir...

Prepare for a 'Long Slog' in Stock Markets as Fed Hikes Continue: Bob Elliott 09.11.2022 52:53

A ' highlight clip ' of actionable items from this podcast was released to premium subscribers on Nov. 7, the same day it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Don't want to pay? Take our readership survey and get a month free. Bob Elliott, chief investment officer of Unlimited Funds, joins the podc...

Investors Are Ignorant, Fade Their Conviction: Jason Shapiro 26.10.2022 44:49

A ' highlight clip ' of actionable items from this podcast was released to premium subscribers on Oct. 24, with the full episode released the following day -- without ads or announcements. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Jason Shapiro joins the podcast to discuss his trading strategy, based on the simple p...

There's Still Time to Hedge Tail Risk -- At Least for Stocks: Kris Sidial 19.10.2022 53:59

A ' highlight clip ' of actionable items from this podcast was released to premium subscribers on Oct. 17 -- one business day after it was recorded. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Kris Sidial of The Ambrus Group joins the podcast to discuss tail-risk hedging: how it works, why it's important, and how inve...

The Fed's Inflation Battle Is Doomed to Fail: Fabian Wintersberger 12.10.2022 27:12

A ' highlight clip ' of actionable items from this podcast was released to premium subscribers on Oct. 10. Become a premium subscriber by signing up here or on our Substack to take advantage of this and a host of other benefits. Fabian Wintersberger joins the podcast to discuss his views on the economy, inflation, and Fed policy. Content Highlights The Fed will not succeed at bringing inflation do...

Bullish on Oil, Pipeline Stocks, Long-Term Bullish on Cannabis: Todd Sullivan 05.10.2022 50:51

This podcast episode brought to you by Covey -- Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. Todd Sullivan of ValuePlays.com rejoins the podcast to discuss oil markets and the investment case for cannabis. Sullivan's call for $100 oil last year turned out to be prescient. Oil prices have retreated from...

Jordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And More 28.09.2022 54:26

Premium subscribers received an eight-minute clip containing the most actionable highlights from this episode on Sept. 26. This is just one of many benefits of premium membership. For more visit our Substack or Supercast . Jordi Visser, president and chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism during this trying time for global f...

Stagflation Is Coming Soon, Staying Awhile: Axel Merk 21.09.2022 47:29

This podcast episode was recorded on Sept. 16, with a short highlight clip containing the most actionable items released to premium subscribers that same day . The full episode was released to premium subscribers without ads or interruptions a day after recording. Axel Merk, president and chief investment officer at Merk Investments, joins the podcast to discuss his views on stagflation, th...

Inflation Will Ease, Fed Hikes Will Not: Richard Excell 14.09.2022 42:34

This podcast episode was recorded on Sept. 12, with a short highlight clip containing the most actionable items released to premium subscribers that same day . The full episode was released to premium subscribers without ads or interruptions a day after recording. To accommodate this new format, and our new production schedule featuring weekly podcasts, subscription prices are scheduled to increa...

Convertible Bonds Offer Protection Against Stagflation, Other Ills Facing Markets: Daniel Partlow (Szn 4, Ep23) 06.09.2022 48:04

This podcast episode was released to premium subscribers on Sept. 1, 2022 without ads or announcements. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast . Prices start around $9/month. Daniel Partlow, chief risk officer at Advent Capital Management, joins the podcast to discuss convertible bonds...

Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22) 24.08.2022 44:52

This podcast episode was released to premium subscribers two days ago without ads or announcements. To become a premium subscriber and take advantage of a host of other benefits including the Daily Contrarian briefing, visit our Substack or Supercast . Prices start around $9/month. Chris Hutchins joins the podcast to discuss his strategy for asset allocation, which leans heavily on passive inves...