Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
The Contrarian Investor Podcast
by Nathaniel E. Baker
1w ago
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
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US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.
The Contrarian Investor Podcast
by Nathaniel E. Baker
3w ago
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
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Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics
The Contrarian Investor Podcast
by Nathaniel E. Baker
1M ago
This episode was recorded on Jan. 8, 2024, and made available to premium subscribers the following day -- without ads or announcements. For details on how to become a premium subscriber (it's very easy), visit our Substack or Supercast. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his outlook for the economy and markets in 2024. Content Highlights Knapp's outlook for 2023 played out until September. Then the Fed changed the rules of the game somewhat and markets now face a difficult period... (3:29); Investors are expecting a recovery in earnings, which may be h ..read more
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Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
The Contrarian Investor Podcast
by Nathaniel E. Baker
2M ago
This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages.   Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year. Content Highlights Consensus estimates for 2024 are going to be wrong, just like they were for this year and every year before i ..read more
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Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
The Contrarian Investor Podcast
by Nathaniel E. Baker
3M ago
This podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up through our Substack or Supercast. Jared Dillian of the Daily Dirt Nap joins the podcast to discuss his bullish views on short-term Treasuries and less optimistic outlook for the US economy. He also discusses his work as an author and views on disparate issues facing society.  Note: The podcast episode contains some mature language. Content Highlights The 'soft landing' scenario appears to have become the base case. Dillian doesn't quite buy ..read more
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Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
The Contrarian Investor Podcast
by Nathaniel E. Baker
3M ago
This podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber, sign up through our Substack or Supercast. Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks. Content Highlights The first issue with emerging market investing is the index. These do not accurately reflect the real opportunities (1:19 ..read more
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Opportunities in Credit Markets with Tom Carney, Weitz Investments
The Contrarian Investor Podcast
by Nathaniel E. Baker
4M ago
This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast. Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets. Content Highlights Carney's views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33); Opportunities include the non-corporate bond market, specifically the asset-backed securities market (5:38); The guest ..read more
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Opportunities in Credit Markets with Tom Carney, Weitz Investments
The Contrarian Investor Podcast
by Nathaniel E. Baker
4M ago
This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast. Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets. Content Highlights Carney's views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33); Opportunities include the non-corporate bond market, specifically the asset-backed securities market (5:38); The guest ..read more
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Stocks, Bonds to Rally in Q4: David Hunter
The Contrarian Investor Podcast
by Nathaniel E. Baker
4M ago
A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast. David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds. Not investment advice. Content Highlights Views on the bond market (1:31); The Federal Reserve will likely pause again at its next meeting, on Nov. 1 (6:41); Views o ..read more
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Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
The Contrarian Investor Podcast
by Nathaniel E. Baker
5M ago
This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here. Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street. Content Highlights The guest provides his views of contrarian investing and how he uses it (1:27); Examples of blaring contrarian signals from past cycles (9:00); The Fed is likely to stay hawkish (13:14); The 'Rule of 3' in contrarian investing as ..read more
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