The Contrarian Investor Podcast on Smash Notes

The Contrarian Investor Podcast

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.

Episode notes last updated on June 06, 2019 17:12

Recently updated notes

Peter Borish on Economic Cycles, the Case for Active Investment Management
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No Recession Imminent, Adam Johnson of Bullseye Brief Provides Bullish Stock Picks
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The Need for Non-Consensus Investing, With Rupal J. Bhansali
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Microinvesting Primer and Idea Generation, with GeoInvesting's Maj Soueidan
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The Coming 'Melt Up' in Markets, With David Hunter of Contrarian Macro Advisors
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2/10 Yield Curve Inversion: No Ill Effects for US Economy, Says Barry Knapp
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Emotional Investing With Denise K Shull
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Choosing Battles in Emerging Markets, With Pembroke's Gregory Mariasch
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China and the Everything Bubble, With Kevin Smith of Crescat Capital
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US Expansion May Continue For Four More Years, Says Commerce Trust Chief Economist
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Mini Episode: US-China Impasse Goes Well Beyond Tariffs, Says Jim Chanos
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Timeshare Companies: Unloved, Misunderstood, Underappreciated
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Reports of Retail's Death Have Been Greatly Exaggerated, With ValueStockGeek
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Bonus Episode: Jim Chanos Speech at Connecticut Hedge Fund Association
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Governance Arbitrage, With Henry D. Wolfe
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The Contrarian Opportunity in Puerto Rico, with Tobias Carlisle of Acquirers Funds
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Leverage Can Be a Good Thing, With David Kreinces of ETF Portfolio Management
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AMC, GOGO Present an Opportunity: Mark Jones of Pragmatic Capital
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The Case for Mining Stocks, with Matt Zabloski, Delbrook Capital
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Spinoffs create value in equity markets, with Jim Osman, Edge Consulting Group
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Markets Underestimate the Risk of Major Corrections: Sunrise Capital's Chris Stanton
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The Contrarian Investor Podcast: Pilot Episode
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