The Contrarian Investor Podcast

186 Episodes

1. Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust

   Published: 3/11/2025
2. Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors

   Published: 3/4/2025
3. AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

   Published: 2/21/2025
4. Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital

   Published: 2/13/2025
5. The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics

   Published: 1/28/2025
6. Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo

   Published: 12/27/2024
7. Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital

   Published: 11/21/2024
8. US Election 'Black Swans' Include Significant Chance of Political Violence

   Published: 11/1/2024
9. Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)

   Published: 10/30/2024
10. Trends Point to Trump Victory, Republican Sweep: Flip Pidot

    Published: 10/23/2024
11. The Bull Case for Industrial Commodities, AI, and More, With Tony Greer

    Published: 10/1/2024
12. Finding Contrarian Investors Among US Presidents Past and Present

    Published: 9/25/2024
13. Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback

    Published: 9/10/2024
14. Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital

    Published: 8/21/2024
15. Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

    Published: 8/6/2024
16. Gold Prices Set to Move (Even) Higher: Dana Samuelson

    Published: 7/25/2024
17. The 'Stoic Investment' Primer, With Darius Foroux

    Published: 7/2/2024
18. US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital

    Published: 6/14/2024
19. Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited

    Published: 6/4/2024
20. The Specter of Stagflation Still Looms: Ayesha Tariq

    Published: 5/13/2024