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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.
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Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
27:14
27:14
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Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets. This podcast episode was recorded on May 8, 2025. An ‘actionable highlights’ reel was published that day for premium subscribers, who also received the full podcast episo…
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Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk
46:41
46:41
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46:41
Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities… This podcast was recorded on Wednesday, April 30 and was made available to premium subscribers the following day. More information on premium subscr…
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Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital
43:17
43:17
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43:17
AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle. This podcast was recorded on Monday, March 17, 2025 and was made available to premium subscribers t…
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Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst
24:49
24:49
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24:49
Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming. This podcast episode was recorded on Thursday, March 13, 2025 and made available to premium subscribers less than 24 hours later! More information on premium subscriptions is available on ou…
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Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
30:09
30:09
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30:09
Scott Colbert, chief economist at Commerce Trust in St. Louis, rejoins the podcast to discuss why the economy can continue to expand even with the onset of Trump tariffs. This podcast episode was recorded on March 6, 2025 and was made available to premium subscribers exclusively the same day it was recorded. Information on premium membership is ava…
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Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
54:32
54:32
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54:32
Phil Pecsok of Anacapa Advisors rejoins the podcast to discuss the return of pessimism to the market and the economic and market repercussions of Trump's various policies. This podcast episode was recorded in two segments, the second on Feb. 24 with the express purpose of discussing with the then-nascent sell-off and Nvidia (NVDA) earnings. More in…
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AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
42:22
42:22
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42:22
Dan Rasmussen of Verdad Capital joins the podcast to discuss the dwindling prospects for AI stocks and why investors might want to look outside the US for better returns. This podcast episode was released to premium subscribers on Monday, Feb. 17, 2025 without ads or announcements. For more information about premium membership options, visit our Su…
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Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
47:23
47:23
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47:23
Rohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets. Content Highlights Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stock…
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The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics
30:43
30:43
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30:43
Les Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt. This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are ava…
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Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
47:51
47:51
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47:51
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly …
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Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Capital
40:44
40:44
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40:44
Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure. This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Sub…
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US Election 'Black Swans' Include Significant Chance of Political Violence
32:04
32:04
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32:04
https://contrarianpod.com/content/podcasts/season6/us-election-black-swans-chances-political-violence/Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss 'unknown unknowns' facing next week's US election. Blyth is a career national security professional, having worked for US and British civil and military operations globall…
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Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)
35:28
35:28
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Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets. This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available o…
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Trends Point to Trump Victory, Republican Sweep: Flip Pidot
48:02
48:02
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48:02
Flip Pidot, founder of American Civics Exchange, joins the podcast to discuss trends in polling and prediction markets and why these are increasingly pointing to victory for Donald Trump -- and a Republican sweep of Congress. This podcast episode was recorded on Oct. 22, 2024, and made available for premium subscribers that same day -- without ads …
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The Bull Case for Industrial Commodities, AI, and More, With Tony Greer
34:25
34:25
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34:25
Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more. This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack. …
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Finding Contrarian Investors Among US Presidents Past and Present
49:28
49:28
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49:28
Hear podcast episodes without ads and before regular listeners by subscribing to our premium offering. Megan Gorman joins the podcast to discuss her book 'All the Presidents' Money; How the Men Who Governed America Governed Their Money,' in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses…
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Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback
50:29
50:29
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50:29
James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues. This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium s…
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Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital
42:54
42:54
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42:54
Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a 'soft landing' to have increased... This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on o…
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Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
39:15
39:15
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39:15
Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks. This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day -- without ads or announcements. More information on premium subscriptions …
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Gold Prices Set to Move (Even) Higher: Dana Samuelson
40:42
40:42
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40:42
Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year. This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming …
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The 'Stoic Investment' Primer, With Darius Foroux
50:34
50:34
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50:34
Darius Foroux, author of the upcoming book 'The Stoic Path to Wealth,' joined the podcast to discuss his, well, stoic approach to investing. This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day -- without ads or announcements. For more information on premium subscriptions, visit…
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US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
50:17
50:17
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50:17
Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment. This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast…
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Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
44:21
44:21
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44:21
Bob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities... This podcast episode was recorded on Tuesday, May 28, 2024 and made available to premium subscribers the following day. To become a premium subscriber, visit our Substack. Content Highli…
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The Specter of Stagflation Still Looms: Ayesha Tariq
27:20
27:20
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27:20
Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights: The macro set-up and why people are talking a…
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Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
1:09:24
1:09:24
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1:09:24
This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page. Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpow…
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