The Contrarian Investor Podcast Nathaniel E. Baker

This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a.m. eastern time.
Ethan Widell, senior analyst at Ironhold Capital, joins the podcast to discuss the case for Indian stocks.

The country is currently suffering under record cases of coronavirus, with horrific humanitarian consequences. This has understandably weighed on investors' minds. But there are other transformations underway in India's economy that make the investing prospects exciting in the long run.
Content Highlights
(Spotify users can click on the timestamp to link to the start of the segment directly)
India's macroeconomic positioning is "extraordinary" and conducive to growth (3:01); Infrastructure and bureaucratic red tape remain an impediment to growth, but the trend is toward deregulation (7:10); Covid cases are spiking. A clear concern and troubling from a humanitarian point of view, but where investing is concerned Ironhold sees this as a short-term issue. Indeed, most companies have already adjusted (11:20); What sectors is Ironhold most excited about right now? (13:53); Background on the guest (20:22); A niche segment of India's stock market that the firm likes a lot right now (24:12); Contrary to popular belief, there are opportunities to buy stocks for those willing to look in niche corners of the market. One is India's mutual fund industry (29:12). More Information on the Guest
Website: IronholdCapital.com; LinkedIn; Podcast: Leaders in Business and Investing.

This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a.m. eastern time.
Chris Belchamber joins the podcast to discuss his book Invest Like The Best: The Low-Risk Road to High Returns and challenge the axiom that market-beating returns are not possible without taking on large amounts of risk.

Belchamber has studied the most successful investors' track records over decades. One thing they all have in common is prioritizing risk aversion and behavioral discipline. There are simple lessons to be learned for 'novice' investors.
Content Highlights:
(Spotify users can link to the segment directly by clicking on the timestamp)
Most financial advisers have bought in to the idea that more risk will generate higher returns. This "simple line of argumentation is just wrong." (6:39); 'Paradox investing' and Radobank's model (10:57); The mindset of successful investors is all about risk aversion. The biggest problem facing investors is their own behavior (13:56); 'The optimization of the brain' function: what it is and how to go about it without getting exhausted (17:23); Background on the guest (23:05); Belchamber's meeting with John Meriwether (26:42); Jim Simons and Renaissance Technologies (28:52); Red flags and other things investors should look for (33:07); The current state of the economic and market cycle and why the second half of this year could be a lot different -- and worse (38:29). More Information about the Guest:
Website: ChrisBelchamber.com; Book via Amazon.com; Twitter: @ChrisCBIM.

David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his prediction of a 'parabolic melt-up' in risk assets that will be followed by a 'deflationary' bust.

Over the course of the 40-minute conversation, Hunter also updates his forecasts for rates, technology stocks, commodities, and more.

Gary Mishuris, managing partner and chief investment officer at Boston-based Silver Ring Value Partners, joins the podcast to discuss using behavioral finance to protect against mistakes in one's own investing process.

Sissel also has some views on working from home, why there aren't more women in professional investing, GameStop, and which cities in the U.S. have the best pizza, among other things.

Sean Fieler, president and chief investment officer at Stamford, Conn.-based hedge fund firm Equinox Partners, joins the podcast to make the case for an unloved part of the equity markets: gold and silver miners.