The Contrarian Investor Podcast

Nathaniel E. Baker

Podcast

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Latest Episodes

Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital

3/31/2025 • 43 min

AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle. This podcast was recorded on Monday, March 17, 2025 and was made available to premium subscribers the very next … Play episode

Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst
Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Co…
Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Adv…
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instea…
Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, …
The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Econom…
Natural Gas as the Energy of the Future: Applications and Investment Oppor…
Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNo…
US Election 'Black Swans' Include Significant Chance of Political Violence
Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-on…
Trends Point to Trump Victory, Republican Sweep: Flip Pidot
The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
Finding Contrarian Investors Among US Presidents Past and Present
Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
Economic Data Pointing in Right Direction, for Now: Colin White, Verecan C…
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
Gold Prices Set to Move (Even) Higher: Dana Samuelson
The 'Stoic Investment' Primer, With Darius Foroux
US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Edd…
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott…
The Specter of Stagflation Still Looms: Ayesha Tariq
Trend-Following Strategies for the New World Order: Doug Greenig, Florin C…
The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Rese…
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

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