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Featured episodes
Earnings Beat: Daily Contrarian, April 15
Positive results from Bank of America, PepsiCo, UnitedHealth in the pre-market.
Returns Versus Risk: Rethinking the Paradigm, W...
Contrary to popular opinion, outsized returns do not require commensurate risk.
Archegos Capital and Using Behavioral Finance t...
With Gary Mishuris, Silver Ring Value Partners
S&P to Gain 15% More Before 3Q Bust: David Hunter
Hunter updates his views on the economy, markets, the Fed, and more.
Hedge Fund Manager Makes the Case for Precious ...
With Sean Fieler, Equinox Partners
Energy, Aircraft Leasing, 5G: Favorite Stock Pi...
With Leo Schmidt, CIO, River Eddy Capital Management
Bonus Episode: Contrarian Investor Virtual Conf...
How Bubbles and False Narratives Made Financial...
"We've been here before," but people have always talked their books.
The Methods of a Short Activist: Gabriel Grego,...
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to...
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