The Contrarian Investor Podcast

Nathaniel E. Baker

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Latest Episodes

Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital

8/21/2024 • 42 min

Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a 'soft landing' to have increased... This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack p… Play episode

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
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

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