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.
Episodes
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Convertible Bonds Offer Protection Against Stagflation, Other Ills Facing Markets: Daniel Partlow (Szn 4, Ep23)
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Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22)
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Hugh Hendry, OG Contrarian (Szn 4, Ep21)
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The Bullish Case for Rare Earths: Louis O'Connor (Szn 4, Ep. 20)
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Oil Prices Will Rise to $200/Barrel: Salem Abraham (Szn 4, Ep 19)
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Assessing the Precarious State of Markets With Marc Chandler (Szn 4, Ep 18)
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Fed Will Reverse Course on Rate Hikes, and Soon: Deer Point Macro
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Reasons for Optimism Amid 'Peak Pain': Kevin Rendino
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Bearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq
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Retail Analysts Are Smarter, Brooker Belcourt Has Proof
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This Correction Is Not a Buy Signal: Mike Singleton, Invictus Research
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No Recession Imminent, Watch for New Highs in (Certain) Stocks: Edward Olanow
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The Coming Credit Crunch and Death of Unicorns: Leo Schmidt
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The Fallacy of Renewable Energy: Leigh Goehring
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Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki
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Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management
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Watch for the Bounce in Equities: Brent Kochuba, Spot Gamma
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The 'Bad Times Are Already Here': Tobias Carlisle
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Opportunities Abound in Emerging Asia, with Herald van der Linde, HSBC
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The Case for the Turkish Lira, With Dave Fishwick, M&G Investments
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Picking Stocks for the Long Term, With Alex Morris, the Science of Hitting
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The Nascent Sino-U.S. Financial Cold War, with James Fok
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Barry Knapp on Uncertainty Shocks, Inflation, Economic Growth, and What Else to Expect in 2022
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Causes for Optimism in 2022, With Ryan Worch
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The Market Doesn't Care About Omicron or Inflation: Enrique Abeyta
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Forget Inflation -- Deflationary Forces Are the More Vexing Issue, Says Emma Muhleman
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Season 3, Episode 26: David Hunter on the Coming Stock Market Bust
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3 Areas of Technology Investors Need to Watch, With Simon Erickson, 7investing
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The Lessons From Iceland's Financial Collapse, With Jared Bibler
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The Long Term Bull Case for Oil, With Todd Sullivan, ValuePlays.com
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The Transformation of the Hedge Fund Industry, With Dominique Mielle
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Dangers Lurk in Market Structure's Changing Dynamics
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The 'New Normal' of Blue-Collar Labor Shortages, With Gad Levanon, The Conference Board
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When Investors Become Gamblers -- and Why It's Happening Now
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Bubbles Lurk in Sovereign Debt, Financial Engineering, With Michael Ehrlich
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Don't Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5%: Alfonso Peccatiello
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Merger Arbitrage and Why to Not Fear the Antitrust Boogeyman, With Deepak Gurnani, Versor Investments
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Colin Lancaster is Fed Up!
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Fed Meeting and Economic Outlook: Quick Call With Scott Colbert, Commerce Trust Co.
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The Rise of Retail Investors, With Gav Blaxberg, WOLF Financial
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Cryptocurrencies and Regulatory Risk: Real and Present, With Jacob Ma-Weaver, Cable Car Capital
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Distressed Investing for Retail Investors, With Chris Krug, Chatham Harbor Capital
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The Case for Indian Stocks: Ethan Widell, Ironhold Capital
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Risk Versus Returns: Rethinking the Connection, with Chris Belchamber
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Archegos Capital and Using Behavioral Finance to Protect Yourself From Yourself
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Markets to Peak in 2nd Quarter Before Bust: David Hunter
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Don't Call Tech Stocks Overbought: Shana Sissel, Spotlight Asset Group
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The Case for Precious Metals Miners, With Sean Fieler, Equinox Partners
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Contrarian Stock Picks in Health Care, Tech, Travel
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Energy, Aircraft Leasing, 5G: Favorite Stock Picks for the Road Ahead
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What Will Likely Prick the Everything Bubble, With Chris Stanton, Sunrise Capital
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The Biden Administration and Risks to Global Growth
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How to Find Compounders in Unusual Places
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Buckle Up, The Bull Market is Just Getting Started
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The Next 'Blow Off Top' is Coming: Brody Howatt, Bellator Asset Management
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Codie Sanchez on the Trouble -- and Opportunities -- Brewing in Small Business
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How Bubbles and False Narratives Made Financial Markets, with Jamie Catherwood, Author of InvestorAmnesia.com
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Theron de Ris, Eschler Asset Management, on the Bullish Case for Precious Metals, Energy Stocks
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Election Special: Watch for 'Blue Wave,' Followed by Rotation Into Value Stocks
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Opportunities May Be Brewing in Cyclical Stocks: Christian Putz, ARR Investments
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James Altucher and Where (Not) to Invest Ahead of the Election -- And Beyond
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The Real 'Melt-Up Is Still Ahead of Us': David Hunter
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Finding Next Generation Growth Stocks, With Liz Hall
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Economic Growth Prospects Are Better Than Advertised
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The 'Weird Portfolio': Adding Gold and Real Estate to Traditional Allocation
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John Kay on Radical Uncertainty
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Pulling Back the Curtain on Emerging Markets Distressed Debt
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Math and Algorithms: Overrated When it Comes to Investing
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The COVID Disconnect And The Coming 'Melt Up' In Markets
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Time to Build a Position in Semiconductor Manufacturers?
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Prepare for the 'L-Shaped' Recovery: David Neuhauser, Livermore Partners
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The Case for Investing in Sports Teams, With Jonathan Boyar
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Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson
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The Methods of a Short Activist: Gabriel Grego, Quintessential Capital Management
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Finding 'Disruptive Ideas' In Autos, Media, Telecoms
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Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts
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Healthcare, Tech Stocks May Not Be as Defensive as Believed, With Chris Brown of Aristides Capital
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The Anti-Quant Quant, Beating Indexes With Three ETFs
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Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors
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Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'
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Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners
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Coronavirus Crisis Continues: Expect 'Rolling' Recessions
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The Medical Opinion on Coronavirus: a Bonafide Doctor Shares His Views
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Coronavirus Crisis: Assessing the Economic Damage and the Way Forward
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Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff
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Defending Value, Shorting Selectively With Tobias Carlisle
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Global Crisis Investing Through 'Psychological Arbitrage'
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Private Credit is Fentanyl, With Gregory Obenshain, Verdad Capital
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News Headlines: The 'Subtle Fallacy' Confounding Investors
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Energy Markets at a Turning Point, With Economist Peter Sainsbury
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The Next Market Meltdown is Coming
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Healthcare, Russian Natural Gas and Other Ideas for Investing in 2020, With Lukasz Tomicki of LRT Capital
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Unpacking 'the Finance Curse,' With Nicholas Shaxson, Author
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Investors' Worsening Mood is a Bullish Indicator: Nick From Demonetized Blog
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Andrew Redleaf on Today's Low-Rate, Low-Growth, Restricted-Access-to-Capital World
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The Dangers of Interest Rate Volatility Risk, With Nancy Davis of Quadratic Capital
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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
