The Contrarian Investor Podcast

Nathaniel E. Baker

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Latest Episodes

The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research

4/5/2024 • 50 min

This podcast episode was recorded Friday, March 29, 2024 and made available to premium subscribers the next trading day. To become a premium subscriber and take advantage of a host of other benefits, visit our substack. Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns … Play episode

Stock Income Will Be Key for the Next Stage of Financial Market History: D…
Lessons From Financial History: Mark Higgins
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbo…
US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Tru…
Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macro…
Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
Opportunities in Credit Markets with Tom Carney, Weitz Investments
Stocks, Bonds to Rally in Q4: David Hunter
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets:…
Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac K…
Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt
The Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture Inve…
Investor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter Atw…
Contrarian Wealth-Generation, With Stephanie Walter
Trend-Following Strategy Primer and Current Opportunities, With Anthony To…
Regional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate…
Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink
AI is Overhyped, Will Only Worsen Inequality: Simon Johnson
Value Stock Geek on Google, Meta, Taiwan Semiconductor
Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Ellio…
Author of 'SBF' on his Book's Subject, What Undid FTX, Future of Cryptos
3 Stock Picks, the Case for Investing in Malaysia: Aaron Pek
Risk/Reward Still Skewed Toward Risk: Mike Singleton, Invictus Research
Tech Is Not Dead, Though It Is Certainly Changing: Kevin Philip
Discussing the Possible End of QT With One Who Worked at the Fed
Trader With 380% Gains in 2022 Tells Us Why He's Fully Allocated to Cash
Yes, the Fed Can Still Engineer a Soft Landing: Callie Cox, eToro
The Future of Technology Investing is Hardware, not Software: Robert Cote
A Global Economy Beset by Discrepancies, With Joseph Politano
China Reopening: Underestimating the Impact on Global Economy, Markets Wit…
Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp's 20…
Recession in 2023 Should Be Benign With Ample Job Growth: Alex Chausovsky
Hard Assets the Place to Be in '23: Kyrill Asatur, Centerfin
'Options Mike' on the Coming Year-End Rally for Stocks
The Gold-Backed Currency for Everyday Use, Already in Circulation (Szn 4, …
Prepare for a 'Long Slog' in Stock Markets as Fed Hikes Continue: Bob Elli…
Investors Are Ignorant, Fade Their Conviction: Jason Shapiro
There's Still Time to Hedge Tail Risk -- At Least for Stocks: Kris Sidial
The Fed's Inflation Battle Is Doomed to Fail: Fabian Wintersberger
Bullish on Oil, Pipeline Stocks, Long-Term Bullish on Cannabis: Todd Sulli…
Jordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And More
Stagflation Is Coming Soon, Staying Awhile: Axel Merk
Inflation Will Ease, Fed Hikes Will Not: Richard Excell
Convertible Bonds Offer Protection Against Stagflation, Other Ills Facing …
Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins…
Hugh Hendry, OG Contrarian

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