Feeling lucky?     Search     Sign up / Login  
The Contrarian Investor Podcast on Smash Notes

The Contrarian Investor Podcast podcast.

March 14, 2020

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

This episode is brought to you by Merk Research.  to take advantage of the offer presented on the podcast. To listen without ads or announcements, , which gets you access to a host of other benefits, including (but not limited to) the...

This episode is brought to you by Merk Research.  to take advantage of the offer presented on the podcast. To listen without ads or announcements, , which gets you access to a host of other benefits, including (but not limited to) the...

The bullish case for tech remains intact. Even if the Fed does eventually raise rates.

This episode is brought to you by Merk Research.  to take advantage of the offer presented on the podcast. To listen without ads or announcements, , which gets you access to a host of other benefits, including (but not limited to) the...

With Twitter's Ze Contrarian (@ZeContrarian7)

With Leo Schmidt, CIO, River Eddy Capital Management

Look to a highly politicized Fed prone to missteps, vaccine parties, China trade, commercial real estate, currency markets..

With Barry Knapp, Ironsides Macroeconomics

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