The Contrarian Investor Podcast

This podcast episode was recorded on Aug. 3 and released to premium subscribers the following day. 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. Hugh Hendry is a man who needs no introduction to contrarians. Over the course of this 90-minute conversation, he pr...

This podcast episode was released to premium subscribers on July 26. 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. Free trials are available. Louis O'Connor, CEO of Strategic Metals Invest, joins the podcast to make the case for rare earth metals. These commodi...

This podcast episode was released to premium subscribers on July 12. 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. Free trials are available. Salem Abraham of Abraham Trading Co. joins the podcast to discuss his bullish outlook for oil, predicated on supply iss...

This podcast episode was released to premium subscribers ton July 5 -- the same day it was recorded. 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 $10/month. Free trials are available. Marc Chandler, chief market strategist at Bannock Burn Global FX, joins the podcast to d...

This episode is brought to you by  StockMarketHats.com  — claiming to be stylish and funny. To avoid ads, consider becoming a  premium subscriber . Deer Point Macro joins the podcast to discuss his view that the U.S. Federal Reserve will only hike interest rates once more before easing. Content Highlights The Fed is not some magical organization that can control all parts of monetary economics (2:...

This episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber . Kevin Rendino of 180 Degree Capital joins the podcast to discuss reasons for optimism (yes, optimism) in markets and why we may have already reached "peak pain." Content Highlights Valuations for most of the market are already discounting bad news across...

This episode was recorded on May 26, 2022 and released to premium subscribers -- without ads or announcements -- that same day. There are a host of other benefits to becoming a premium subscribers, including the Daily Contrarian briefing and podcast released each market day morning by 0700 ET. To become a premium subscriber, sign up here or through our substack .  Ayesha Tariq of Keystone Consulti...

This podcast episode was recorded on May 11, 2022 and made available to premium subscribers that same day (without ads or announcements, either!) To become a premium subscriber, go here  or visit  our Substack . Brooker Belcourt, CEO of Covey, joins the podcast to discuss his analyst platform and its 'alpha algorithm' that has been able to produce outperformance through its stock and ETF picks and...

This podcast episode was released to premium subscribers — without ads or announcements — on April 28, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here  or visit  our Substack . Mike Singleton of Invictus Research joins the podcast to discuss why the current sell-off is not a buying opportunity for stocks. Content Highlights Many contrarians currently be...

This podcast episode was released to premium subscribers -- without ads or announcements -- on April 19, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here or visit our Substack . Edward Olanow, portfolio manager and director of investment solutions at Weiss Multi-Strategy Advisers, joins the podcast to supply a surprisingly bullish outlook on the economy...

This podcast episode was made available to premium subscribers without ads or announcements on Monday, April 11, 2022. Don't be jealous of premium subscribers -- become one by signing up here . Free trials are available. Leo Schmidt of River Eddy Capital Management rejoins the podcast to discuss the coming credit crunch, its impact on stock market sectors, and where to invest to protect one's port...

This podcast episode was recorded on April 4, 2022 , and released to premium subscribers –without ads or announcements — that same day . Become a premium subscriber through our  substack  or  supercast to take advantage of this and a host of other benefits, including the Daily Contrarian briefing each market day morning. Leigh Goehring, managing partner of Goehring & Rozencwajg, joins the podcast...

This podcast episode was recorded on Tuesday, March 22, 2022 , and released to premium subscribers --without ads or announcements -- that same day . Become a premium subscriber through our substack or supercast to take advantage of this and a host of other benefits. Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide...

This episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber . Allen Bond, managing director and portfolio manager at Jensen Investment Management in Lake Oswego, Ore., joins the podcast to provide some stock picks for an increasingly uncertain -- and inflationary -- time in global financial markets. Content Highlig...

Brent Kochuba of Spot Gamma joins the podcast to discuss his view that there will likely be an equities rally into the March 17 options expiration. This podcast was recorded Wednesday afternoon, March 9, 2022, and made available to premium subscribers that same day. Become a premium subscriber today by visiting Contrarian. Supercast.com or our Substack . There are many benefits beyond getting podc...

This podcast episode was recorded on Feb. 25 and released to premium subscribers (without ads) the following day. To become a premium subscriber and take advantage of this and a host of other benefits, visit Contrarian. Supercast.com or ContrarianPod.substack.com and sign up! Tobias Carlisle of Acquirers Funds rejoins the podcast to discuss the stock market's latest dramatic reversal, this time ov...

This podcast episode was released to premium subscribers on Feb. 9. To become a premium subscriber and take advantage of a host of other benefits, visit Contrarian. Supercast.com or ContrarianPod.substack.com and sign up! Herald van der Linde, head of Asia equity strategy for HSBC in Hong Kong, joins the podcast to discuss opportunities in emerging Asia. Content Highlights Emerging markets have un...

This episode was recorded on Jan. 27 and aired for premium subscribers on Feb. 2, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast . Dave Fishwick joins the podcast to make the argument for investing in the Turkish lira after it dropped half its va...

This episode originally aired for premium subscribers on Jan. 18, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast . Alex Morris of The Science of Hitting Investment Research joins the podcast to discuss his views of m...

This episode brought to you by StockMarketHats.com . Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Jan. 13, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or...

This podcast episode was recorded on Jan. 5 and released to premium subscribers that same day -- without ads or announcements. To learn about becoming a premium subscriber, go here . Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his 2022 outlook for the economy and markets. He is broadly optimistic on the former, but less enthusiastic about the latter -- at least in the fi...

This podcast episode was recorded on Dec. 15 and released to premium subscribers that same day without ads or announcements. To become a premium subscriber and take advantage of this benefit and a host of other services (including the Daily Contrarian briefing and podcast released each market day morning) go to ContrarianPod.substack.com or Contrarian. Supercast.tech to subscribe. There is a speci...

This episode originally aired for premium subscribers on Dec. 2, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack  or  Supercast . This episode uses mature language. Discretion is advised for listeners that...

This episode brought to you by  StockMarketHats.com . Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Nov. 11, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sig...

This episode brought to you by  StockMarketHats.com . Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Nov. 4, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign...