37 episodes

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.

The Contrarian Investor Podcast Nathaniel E. Baker

    • Investing

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.

    Coronavirus Crisis Continues: Expect 'Rolling' Recessions

    Coronavirus Crisis Continues: Expect 'Rolling' Recessions

    Rachel Ziemba, a geo-economic and country risk expert, joins the podcast to discuss the continuing, and intensifying economic impact from the coronavirus.

    It's become clear that the crisis has caused a demand shock that will likely bring "rolling recessions" in its wake. The most likely scenario appears to be for a "W-shaped" recovery. In the meantime, there is still a lot that go wrong.

    • 53 min
    The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views

    The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views

    Dr. Robert Bednarz joins the podcast to provide his professional opinion on the coronavirus: Just how serious of a health crisis is COVID-19? And how long might it persist until economies around the world can spring to life again?

    • 26 min
    Coronavirus Crisis: Assessing the Economic Damage and the Way Forward

    Coronavirus Crisis: Assessing the Economic Damage and the Way Forward

    Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy.

    Over the course of a 45-minutes conversation, Chapman holds court on why this crisis is different, whether the reaction from policy makers was appropriate, what a recovery may eventually look like, and what broader changes the crisis could usher in.

    • 47 min
    Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff

    Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff

    Kirill Zadov, political analyst at Russian-language radio station RUSA Radio, joins the podcast in this special episode to discuss the recent sell-off in oil prices.

    Zadov has some unique insights into the Russian oil economy and the political economy of the Middle East. His prediction: Saudi Arabia and Russia will have to come together to agree to output cuts, and soon. How low will oil go in the interim? Here too Zadov has some views.

    • 15 min
    Defending Value, Shorting Selectively With Tobias Carlisle

    Defending Value, Shorting Selectively With Tobias Carlisle

    Tobias Carlisle, founder of Acquirers Fund LLC, is well known in value investing circles. He defends this method while also pointing to the short opportunities that have emerged recently.

    Where the macro picture is concerned, the coronavirus is still front and center. Here Carlisle expects corporate earnings to be impacted and doesn't anticipate central banks being able to help much. (This podcast was recorded before the Federal Reserve's 50 basis point cut announcement on March 3).

    • 32 min
    Global Crisis Investing Through 'Psychological Arbitrage'

    Global Crisis Investing Through 'Psychological Arbitrage'

    Philip Reade, founder and managing partner at Helm Investment Partners, joins the podcast to discuss his approach to crisis investing on a global basis.

    Reade does not follow the "buy when everybody else panics" maxim. Instead, he searches first for a country that is emerging from a crisis and then buys that market's largest, most liquid public equities. Helm Investment Partners seeks to capture shifts in the "psychological cycle" where the perception of a market changes.

    • 44 min

Customer Reviews

Adgieee ,

Good content, interesting guy

I like the Tweeting content and the podcast is also great. I think you have a good thing and I am looking forward to seeing how this develops. Good information, particularly in these trying market times.

sprottisawesome ,

Good guests. Good insight. Really annoying announcement/introduction voice.

I learn a little...or a lot....of something from each guest on this podcast, but I am incredibly annoyed by the voice that does the introduction and special announcements.

GK5001 ,

Excellent guests

Really nice curated list of guests - talking about timely and interesting topics.

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