186 Episodo

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

    Publicado: 18/4/2022

  2. The Fallacy of Renewable Energy: Leigh Goehring

    Publicado: 6/4/2022

  3. Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki

    Publicado: 24/3/2022

  4. Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management

    Publicado: 17/3/2022

  5. Watch for the Bounce in Equities: Brent Kochuba, Spot Gamma

    Publicado: 10/3/2022

  6. The 'Bad Times Are Already Here': Tobias Carlisle

    Publicado: 2/3/2022

  7. Opportunities Abound in Emerging Asia, with Herald van der Linde, HSBC

    Publicado: 15/2/2022

  8. The Case for the Turkish Lira, With Dave Fishwick, M&G Investments

    Publicado: 3/2/2022

  9. Picking Stocks for the Long Term, With Alex Morris, The Science of Hitting

    Publicado: 26/1/2022

  10. The Nascent Sino-U.S. Financial Cold War, with James Fok

    Publicado: 18/1/2022

  11. Barry Knapp on Uncertainty Shocks, Inflation, Economic Growth, and What Else to Expect in 2022

    Publicado: 6/1/2022

  12. Causes for Optimism in 2022, With Ryan Worch

    Publicado: 21/12/2021

  13. The Market Doesn't Care About Omicron or Inflation: Enrique Abeyta

    Publicado: 7/12/2021

  14. Forget Inflation -- Deflationary Forces Are the More Vexing Issue, Says Emma Muhleman

    Publicado: 16/11/2021

  15. The Coming Stock Market Bust, With David Hunter, Contrarian Macro Advisors

    Publicado: 8/11/2021

  16. 3 Areas of Technology Investors Need to Watch, With Simon Erickson, 7investing

    Publicado: 1/11/2021

  17. The Lessons From Iceland's Financial Collapse, With Jared Bibler

    Publicado: 20/10/2021

  18. The Long Term Bull Case for Oil, With Todd Sullivan, ValuePlays.com

    Publicado: 7/10/2021

  19. The Transformation of the Hedge Fund Industry, With Dominique Mielle

    Publicado: 28/9/2021

  20. Dangers Lurk in Market Structure's Changing Dynamics

    Publicado: 14/9/2021

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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.

Visit the podcast's native language site