The Contrarian Investor Podcast

By Nathaniel E. Baker

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. Disclaimer: Nothing said here should be considered investment advice.

  1. 1.
    Fed Meeting and Economic Outlook: Quick Call With Scott Colbert, Commerce Trust Co.
    19:16
  2. 2.
    The Rise of Retail Investors, With Gav Blaxberg, WOLF Financial
    45:56
  3. 3.
    Cryptocurrencies and Regulatory Risk: Real and Present, With Jacob Ma-Weaver, Cable Car Capital
    57:39
  4. 4.
    Distressed Investing for Retail Investors, With Chris Krug, Chatham Harbor Capital
    52:40
  5. 5.
    The Case for Indian Stocks: Ethan Widell, Ironhold Capital
    35:58
  6. 6.
    Risk Versus Returns: Rethinking the Connection, with Chris Belchamber
    43:14
  7. 7.
    Markets to Peak in 2nd Quarter Before Bust: David Hunter
    44:29
  8. 8.
    Archegos Capital and Using Behavioral Finance to Protect Yourself From Yourself
    52:58
  1. 9.
    Don't Call Tech Stocks Overbought: Shana Sissel, Spotlight Asset Group
    1:11:51
  2. 10.
    The Case for Precious Metals Miners, With Sean Fieler, Equinox Partners
    30:03
  3. 11.
    Contrarian Stock Picks in Health Care, Tech, Travel
    1:13:40
  4. 12.
    Energy, Aircraft Leasing, 5G: Favorite Stock Picks for the Road Ahead
    1:04:54
  5. 13.
    What Will Likely Prick The Everything Bubble, With Chris Stanton, Sunrise Capital
    1:12:58
  6. 14.
    The Biden Administration and Risks to Global Growth
    48:38
  7. 15.
    How To Find Compounders In Unusual Places
    57:59
  8. 16.
    Buckle Up, The Bull Market is Just Getting Started
    40:18
  9. 17.
    The Next 'Blow Off Top' is Coming: Brody Howatt, Bellator Asset Management
    38:00
  10. 18.
    Codie Sanchez on the Trouble -- And Opportunities -- Brewing in Small Business
    36:42
  11. 19.
    How Bubbles and False Narratives Made Financial Markets, with Jamie Catherwood, Author of InvestorAmnesia.com
    1:01:11
  12. 20.
    Theron De Ris, Eschler Asset Management, on the Bullish Case for Precious Metals, Energy Stocks
    33:57
  13. 21.
    Election Special: Watch for 'Blue Wave,' Followed by Rotation Into Value Stocks
    34:01
  14. 22.
    Opportunities May Be Brewing in Cyclical Stocks: Christian Putz, ARR Investments
    43:45
  15. 23.
    James Altucher and Where (Not) to Invest Ahead of the Election -- And Beyond
    56:38
  16. 24.
    The Real 'Melt-Up Is Still Ahead of Us': David Hunter
    47:03
  17. 25.
    Finding Next Generation Growth Stocks, With Liz Hall
    35:18
  18. 26.
    Economic Growth Prospects Are Better Than Advertised
    42:56
  19. 27.
    The 'Weird Portfolio': Adding Gold and Real Estate to Traditional Allocation
    31:42
  20. 28.
    John Kay on Radical Uncertainty
    48:20
  21. 29.
    Pulling Back the Curtain on Emerging Markets Distressed Debt
    31:58
  22. 30.
    Math and Algorithms: Overrated When it Comes to Investing
    55:07
  23. 31.
    The COVID Disconnect And The Coming 'Melt Up' In Markets
    56:24
  24. 32.
    Time to Build a Position in Semiconductor Manufacturers?
    36:50
  25. 33.
    Prepare for the 'L-Shaped' Recovery: David Neuhauser, Livermore Partners
    37:09
  26. 34.
    The Case for Investing in Sports Teams, With Jonathan Boyar
    31:54
  27. 35.
    Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson
    52:32
  28. 36.
    The Methods of a Short Activist: Gabriel Grego, Quintessential Capital Management
    47:00
  29. 37.
    Finding 'Disruptive Ideas' In Autos, Media, Telecoms
    47:10
  30. 38.
    Chinese Economic Reforms Are Already a Thing of the Past: Dexter Roberts
    40:02
  31. 39.
    Healthcare, Tech Stocks May Not Be As Defensive As Believed, With Chris Brown of Aristides Capital
    46:34
  32. 40.
    The Anti-Quant Quant, Beating Indexes With Three ETFs
    21:27
  33. 41.
    Buy Individual Stocks or Bonds, Not ETFs: Maya Joelson, Metapoint Advisors
    35:55
  34. 42.
    Market 'Melt Up' Will Continue Until Late Summer, Before Onset of 'Global Deflationary Bust'
    52:58
  35. 43.
    Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners
    36:51
  36. 44.
    Coronavirus Crisis Continues: Expect 'Rolling' Recessions
    53:13
  37. 45.
    The Medical Opinion on Coronavirus: A Bonafide Doctor Shares His Views
    26:37
  38. 46.
    Coronavirus Crisis: Assessing the Economic Damage and the Way Forward
    47:19
  39. 47.
    Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff
    15:25
  40. 48.
    Defending Value, Shorting Selectively With Tobias Carlisle
    32:58
  41. 49.
    Global Crisis Investing Through 'Psychological Arbitrage'
    44:35
  42. 50.
    Private Credit is Fentanyl, With Gregory Obenshain, Verdad Capital
    29:40

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