The Contrarian Investor Podcast
Nathaniel E. Baker
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Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt
This episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here. Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform's best analysts are picking up right now and the 20 names that have emerged... (Not investment advice). Content Highlights What are the best Covey analysts picking up right now? (1:37) The platform's 20 best positions are split into four buckets: growth winners like Nvidia (NVDA) and Tesla (TSLA), healthcare (three names including biopharma), 'high-quality' names like Autozone (AZO) and Disney (DIS), and volatility expressed through the levered ProShares Ultra VIX Short-Term Futures ETF (UVXY) (4:55); What to make of the long volatility bet? (9:40); Equally interesting is the type of exposure that is absent from the best 20: no crypto, no retail stocks, nothing international... (16:04); More About the Guest Website: Covey.io; Twitter: @CoveyInvest; LinkedIn: CoveyInvest.
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