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.
Episodes with Smash Notes
With Artem Fokin, Caro-Kann Capital
Ryan Worch of Worch Capital compares the present day to late 1998
Hedge fund manager says he's getting ready to buy protection for a January sell-off
Also: an assessment of the cannabis industry from an investing viewpoint.
"We've been here before," but people have always talked their books.
Shares of royalty and streaming companies are of particular interest.
With Scott Colbert, chief economist, Commerce Trust Company
Macro Picture Looks Benign Ahead of US Election
A wide-ranging conversation with one of the more outspoken contrarians on Wall Street and Main Street.
September was a "fake out sell off." Most gains may even happen before the election.
The Fintwit star locates and explores niche subcultures online to spot investment opportunities.
Alex Chausovsky of ITR Economics discusses the metrics pointing to continued recovery from COVID