43 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
    • 4.8, 22 Ratings

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.

    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
    Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners

    Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners

    Hedi Ben Mlouka joins the podcast to discuss his views of frontier markets in light of the coronavirus crisis.

    Ben Mlouka has been investing in frontier markets for more than a decade as CIO and CEO of Dubai-based FIM Partners. He sees the asset class in general as being at greater risk of being impacted by fallout from the COVID-19 epidemic. The political risks are particularly vexxing.

    • 36 min

Customer Reviews

4.8 out of 5
22 Ratings

22 Ratings

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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