The Contrarian Investor Podcast

186 Episodes

1. Unpacking 'The Finance Curse,' With Nicholas Shaxson, Author

   Published: 12/5/2019
2. Investors' Worsening Mood is a Bullish Indicator: Nick From Demonetized Blog

   Published: 11/20/2019
3. Andrew Redleaf on Today's Low-Rate, Low-Growth, Restricted-Access-to-Capital World

   Published: 11/12/2019
4. The Dangers of Interest Rate Volatility Risk, With Nancy Davis of Quadratic Capital

   Published: 10/28/2019
5. Peter Borish on Economic Cycles, the Case for Active Investment Management

   Published: 10/16/2019
6. No Recession Imminent, Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

   Published: 10/9/2019
7. The Need for Non-Consensus Investing, With Rupal J. Bhansali

   Published: 9/25/2019
8. Microinvesting Primer and Idea Generation, with GeoInvesting's Maj Soueidan

   Published: 9/18/2019
9. The Coming 'Melt Up' in Markets, With David Hunter of Contrarian Macro Advisors

   Published: 9/4/2019
10. 2/10 Yield Curve Inversion: No Ill Effects for US Economy, Says Barry Knapp

    Published: 8/19/2019
11. Emotional Investing With Denise K Shull

    Published: 8/13/2019
12. Choosing Battles in Emerging Markets, With Pembroke's Gregory Mariasch

    Published: 7/31/2019
13. China and the Everything Bubble, With Kevin Smith of Crescat Capital

    Published: 7/16/2019
14. US Expansion May Continue For Four More Years, Says Commerce Trust Chief Economist

    Published: 7/1/2019
15. Mini Episode: US-China Impasse Goes Well Beyond Tariffs, Says Jim Chanos

    Published: 6/26/2019
16. Timeshare Companies: Unloved, Misunderstood, Underappreciated

    Published: 6/17/2019
17. Reports of Retail's Death Have Been Greatly Exaggerated, With ValueStockGeek

    Published: 6/12/2019
18. Bonus Episode: Jim Chanos Speech at Connecticut Hedge Fund Association

    Published: 6/7/2019
19. Governance Arbitrage, With Henry D. Wolfe

    Published: 6/4/2019
20. The Contrarian Opportunity in Puerto Rico, with Tobias Carlisle of Acquirers Funds

    Published: 5/28/2019