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Daily "Contrarian Take" mini podcast, recorded each morning around 7am Eastern time;
Other bonus episodes; especially recordings of our virtual conferences and stock talks seminars;
Podcast transcripts, available shortly after episodes are published;
Access to locked groups in the Discord Server where individual securities are discussed;
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Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, May 3. Jobs Day.
Focus Returns to Earnings: Apple, Shake Shack
May 02
6m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Thursday, May 2.
Prospects of a ‘Higher for Longer’ Fed…
May 01
7m
Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Wednesday, May 1. Happy May Day. Happy Fed Day.
Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
Apr 16
1h 6m
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.
The Trend is Your Friend. Right Now It's Positive for Stocks: Enrique Abeyta
Apr 02
47m
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.
Opportunities in Credit Markets With Tom Carney, Weitz Investments
Oct 26
44m
Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets.
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Sep 18
49m
Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street.
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