The Contrarian Investor Podcast Nathaniel E. Baker

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.

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.

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.

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).

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."

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.