Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing. This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here . Content Highlights What are Meb Faber’s view of the economy and markets? (1:34); His most contrarian take: non-US stocks are a bargai...
Jun 10, 2025•47 min•Season 7Ep. 10
Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets. This podcast episode was recorded on May 8, 2025. An ‘actionable highlights’ reel was published that day for premium subscribers, who also received the full podcast episode the day after recording. Sign up for premium membership packages on our Substack . Content Highlights The Fed last week expressed concerns about ri...
May 13, 2025•27 min•Season 7Ep. 9
Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities… This podcast was recorded on Wednesday, April 30 and was made available to premium subscribers the following day. More information on premium subscriptions is available here . Content Highlights The ‘plumbing’ of the global financial system has been upended as a result of tariffs (1:35); China wil...
May 06, 2025•47 min•Season 7Ep. 8
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 day. For more information on premium subscriptions, visit our Substack . Not investment advice! Do your own research, make your own decis...
Mar 31, 2025•43 min•Season 7Ep. 7
Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming. This podcast episode was recorded on Thursday, March 13, 2025 and made available to premium subscribers less than 24 hours later! More information on premium subscriptions is available on our Substack . Content Highlights Bearishness appears to have taken over markets. The S&P 500 just entered a correction. The guest is not buying tha...
Mar 18, 2025•25 min•Season 7Ep. 6
Scott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the onset of Trump tariffs. This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded. Information on premium membership is avaliable here . Content Highlights The "Trump tariff barrage" will lead to slower growth, lower economic activity, and higher inflation -- in the short ...
Mar 11, 2025•30 min•Season 7Ep. 5
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies. This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More information is available here . This podcast deviates from the usual format by including the guest's first-hand account of the LA wildfires. This admitt...
Mar 04, 2025•55 min•Season 7Ep. 4
Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns. This podcast episode was released to premium subscribers on Monday, Feb. 17, 2025 without ads or announcements. For more information about premium membership options, visit our Substack . Content Highlights AI stocks have been on an incredible run, massively growing profits without much capital spending. That equation has chang...
Feb 21, 2025•42 min•Season 7Ep. 3
Rohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets. Content Highlights Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stocks. That is due for a cyclical reversal (1:00); There are three factors supporting US growth. One of them is almost certainly due to run its course (4:...
Feb 13, 2025•47 min•Season 7Ep. 2
Les Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt. This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack . Content Highlights The US economy is headed to 'serious problems' and the guest's mission is to educate people to the gravity...
Jan 28, 2025•31 min•Season 7Ep. 1
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly difficult, expensive, and risky (2:58); The 'John D. Rockefeller moment' for natural gas (5:46); What role can nuclear energy play? (16:03); In natura...
Dec 27, 2024•48 min•Season 6Ep. 22
Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure. This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack . Content Highlights Quick primer on closed-end funds and their difference with mutual funds and ETFs (1:18); Municipal bonds and what to look f...
Nov 21, 2024•41 min•Season 6Ep. 21
https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election. Blyth is a career national security professional, having worked for US and British civil and military operations globally. This podcast episode was recorded on Oct. 30, 2024 and was made available to premium subscribers that day. To learn about premium subscription opti...
Nov 01, 2024•32 min•Season 6Ep. 20
Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets. This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack . Content Highlights The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means f...
Oct 30, 2024•35 min•Season 6Ep. 19
Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump -- and a Republican sweep of Congress. This podcast episode was recorded on Oct. 22, 2024, and made available for premium subscribers that same day -- without ads or announcements. More information on premium membership options is available on our Substack page . Content Highlights What started as a toss-up has ...
Oct 23, 2024•48 min•Season 6Ep. 18
Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more. This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack . There are a few points in this episode where adult language is used. Listener discretion is advised. Content Highlights Why energy commodities, preci...
Oct 01, 2024•34 min•Season 6Ep. 17
Hear podcast episodes without ads and before regular listeners by subscribing to our premium offering . Megan Gorman joins the podcast to discuss her book 'All the Presidents' Money; How the Men Who Governed America Governed Their Money,' in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year's presidential and vice presidential candidates. Content Highlights The most contrarian investor among US presidents? Gerald...
Sep 25, 2024•49 min•Season 6Ep. 16
James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues. This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here . NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the...
Sep 10, 2024•50 min•Season 6Ep. 15
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 page .. Content Highlights Economic indicators are pointing to increased chances of a 'soft landing'... (1:10); The Federal Reserve (and o...
Aug 21, 2024•43 min•Season 6Ep. 14
Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks. This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day -- without ads or announcements. More information on premium subscriptions is available here . Content Highlights The view of the bond market has changed with the Fed (1:18) The Olivier Group started adding bond exposure thro...
Aug 06, 2024•39 min•Season 6Ep. 13
Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year. This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming a premium subscriber -- and the host of other benefits it involves -- visit our Substack . Content Highlights Gold is trading right near all-time high...
Jul 25, 2024•41 min•Season 6Ep. 12
Darius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing. This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day -- without ads or announcements. For more information on premium subscriptions, visit our Substack . Content Highlights How interest in philosophy rekindled his interest in investing after the great financial crisis (1:32); A brief int...
Jul 02, 2024•51 min•Season 6Ep. 11
Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment. This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions. Content Highlights "Labor markets are way too hot." There will be "no landing" (1:48); Non-farm pay...
Jun 14, 2024•50 min•Season 6Ep. 10
Bob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities... This podcast episode was recorded on Tuesday, May 28, 2024 and made available to premium subscribers the following day. To become a premium subscriber, visit our Substack . Content Highlights Stock markets are pricing in a lot of optimism. Just how unrealistic is that? (1:19); What is there to indicate the economy could slow this year...
Jun 04, 2024•44 min•Season 6Ep. 9
Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber . Content Highlights: The macro set-up and why people are talking about stagflation (1:56); The K-shaped economy and the damage being done (3:31); Fed Chair Jerome Powell claims there's no stag and no flation. Is he ...
May 13, 2024•27 min•Season 6Ep. 8
This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page . Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities. And of course how this all impacts hi...
Apr 24, 2024•1 hr 9 min•Season 6Ep. 7
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 are overdone, and to provide one stock pick -- and it's not Nvidia, though he does discuss that at some length. Some mature language is ...
Apr 05, 2024•50 min•Season 6Ep. 6
This podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack . Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows. Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear! Content Highlights Cashflows have become ...
Mar 27, 2024•52 min•Season 6Ep. 5
This podcast episode was recorded Friday, March 1, 2024, and was made available to premium subscribers on March 6. For more information on premium memberships visit our Substack . Mark Higgins, author of the new book, Investing in Financial History , joins the podcast to discuss lessons from the past and what period is the most appropriate point of comparison to today's market environment. Content Highlights What period from the past compares closest to the one we're living through now? It's a c...
Mar 13, 2024•38 min•Season 6Ep. 4
This podcast was recorded on Feb. 15, 2024 and made available to premium subscribers that same day (without ads, natch). For more information on premium subscriptions, visit our Substack or Supercast . Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one's portfolio. Content Highlights The stock market highs for the year will be set during the first quarter (1:47); "There are t...
Feb 21, 2024•40 min•Season 6Ep. 3