The Contrarian Investor Podcast

News Headlines: The 'Subtle Fallacy' Confounding Investors

January 2020 has been an eventful month. Geopolitical events and other exogenous factors have roiled global financial markets. In the end, they may not matter all that much where the trajectory of the global economy is concerned. In fact, they may not matter at all. Nicholas Reece of Merk Research shares his thesis that there is a "subtle fallacy" that…