The Contrarian Investor Podcast

186 Episodes

1. The Coming Credit Crunch and Death of Unicorns: Leo Schmidt

   Published: 4/18/2022
2. The Fallacy of Renewable Energy: Leigh Goehring

   Published: 4/6/2022
3. Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki

   Published: 3/24/2022
4. Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management

   Published: 3/17/2022
5. Watch for the Bounce in Equities: Brent Kochuba, Spot Gamma

   Published: 3/10/2022
6. The 'Bad Times Are Already Here': Tobias Carlisle

   Published: 3/2/2022
7. Opportunities Abound in Emerging Asia, with Herald van der Linde, HSBC

   Published: 2/15/2022
8. The Case for the Turkish Lira, With Dave Fishwick, M&G Investments

   Published: 2/3/2022
9. Picking Stocks for the Long Term, With Alex Morris, The Science of Hitting

   Published: 1/26/2022
10. The Nascent Sino-U.S. Financial Cold War, with James Fok

    Published: 1/18/2022
11. Barry Knapp on Uncertainty Shocks, Inflation, Economic Growth, and What Else to Expect in 2022

    Published: 1/6/2022
12. Causes for Optimism in 2022, With Ryan Worch

    Published: 12/21/2021
13. The Market Doesn't Care About Omicron or Inflation: Enrique Abeyta

    Published: 12/7/2021
14. Forget Inflation -- Deflationary Forces Are the More Vexing Issue, Says Emma Muhleman

    Published: 11/16/2021
15. The Coming Stock Market Bust, With David Hunter, Contrarian Macro Advisors

    Published: 11/8/2021
16. 3 Areas of Technology Investors Need to Watch, With Simon Erickson, 7investing

    Published: 11/1/2021
17. The Lessons From Iceland's Financial Collapse, With Jared Bibler

    Published: 10/20/2021
18. The Long Term Bull Case for Oil, With Todd Sullivan, ValuePlays.com

    Published: 10/7/2021
19. The Transformation of the Hedge Fund Industry, With Dominique Mielle

    Published: 9/28/2021
20. Dangers Lurk in Market Structure's Changing Dynamics

    Published: 9/14/2021