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 benefits it involves -- visit our Substack. Content Highlights Gold is trading right near all-time highs. Can there really be more room for upside? (1:48); One thing missing from the equation for still ..read more

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 philosophy rekindled his interest in investing after the great financial crisis (1:32); A brief introduction to stoicism, a 2,300 year-old philosophy that is distinct from cynicism (4:08); How to app ..read more

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. Content Highlights "Labor markets are way too hot." There will be "no landing" (1:48); Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59); 'Stagf ..read more

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 optimism. Just how unrealistic is that? (1:19); What is there to indicate the economy could slow this year or even next? (4:34); A recession may be years away rather than months under current conditi ..read more

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 the damage being done (3:31); Fed Chair Jerome Powell claims there's no stag and no flation. Is he wrong? (It wouldn't be the first time) (8:50); Faced with this backdrop, what does one do as an inve ..read more

This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page. Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities. And of course how this all impacts his trading strategy. Content Highlights The world has undergone many changes with the US emerging as ..read more

This podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack. Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows. Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear! Content Highlights Cashflows have become ignored in the marketplace with investors accustomed to speculation over income. That is due to chan ..read more

This podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium memberships visit our Substack. Mark Higgins, author of the new book, Investing in Financial History, joins the podcast to discuss lessons from the past and what period is the most appropriate point of comparison to today's market environment. Content Highlights What period from the past compares closest to the one we're living through now? It's a combination of several... (1:56); The last time the US -- and Federal Reserve -- battled ser ..read more

This podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast. Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio. Content Highlights The stock market highs for the year will be set during the first quarter (1:47); "There are things that people don't see" (or at least don't publicize) that are pointing to a slowdown in the ec ..read more

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the podcast to discuss his "surprisingly optimistic" outlook for the US economy in 2024. This podcast episode was recorded Jan. 30, 2024, and was made available to premium subscribers that same day. Become a premium subscriber through our Substack or Supercast pages. Content Highlights The outlook for the economy is surprisingly optimistic given the set-up going in to last year (1:30); The Federal Reserve is unlikely to cut interest rates for some time (2:39); Can stocks continue to advance without rate cuts? The o ..read more