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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.

The Contrarian Investor Podcast Nathaniel E. Baker

    • Investering

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.

    Finding 'Disruptive Ideas' In Autos, Media, Telecoms

    Finding 'Disruptive Ideas' In Autos, Media, Telecoms

    Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis on automakers.

    That industry has been disrupted by the entrance of Tesla. Other industries face a similar fate and Katsenelson discusses some of the winners and losers.

    • 47 min
    Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts

    Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts

    Dexter Roberts, author of "The Myth of Chinese Capitalism,"
    joins the podcast to discuss his thesis that Chinese economic reforms are a thing of the past.

    Chinese policymakers have not managed to spread the wealth effects of the country's "pivot" to a services-based economy, and may have even exacerbated the problem. This all has wide-ranging consequences: for China, for western companies, and for the world.

    • 40 min
    Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital

    Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital

    According to Chris Brown of Aristides Capital, healthcare and IT stocks are unlikely to protect investors very much going forward. There are indeed reasons many companies in this sector are overvalued and could see their shares drop as the economy begins to see further difficulties from coronavirus.

    • 46 min
    The Anti-Quant Quant, Beating Indexes With Three ETFs

    The Anti-Quant Quant, Beating Indexes With Three ETFs

    Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund's strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns.

    • 21 min
    Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors

    Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors

    Exchange-traded funds are seen as efficient and cheap ways for investors to gain access to various asset classes. But this is misguided, especially when it comes to ETFs tracking bond markets. Investors are better served picking individual securities themselves (or hiring somebody to do it for them).

    • 35 min
    Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'

    Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'

    David Hunter, chief macro strategist at Contrarian Macro Advisors, has for some time predicted a final "melt up" stage of the market cycle before markets crash. This stage is now underway as markets recover from an initial sell-off caused by the coronavirus. What comes next is a "secular top that I expect to be the high-water mark for decades to come."

    • 52 min

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