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The Contrarian Investor Podcast

Nathaniel E. Baker

EN198 episodes
businessinvesting

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.

Episodes (198)

International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Fabe...

The Contrarian Investor Podcast

Jun 10, 202546:39pending

Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical

The Contrarian Investor Podcast

May 13, 202527:14pending

Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk

The Contrarian Investor Podcast

May 6, 202546:41pending

Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital

The Contrarian Investor Podcast

Mar 31, 202543:17pending

Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst

The Contrarian Investor Podcast

Mar 18, 202524:49pending

Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce...

The Contrarian Investor Podcast

Mar 11, 202530:09pending

Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors

The Contrarian Investor Podcast

Mar 4, 202554:32pending

AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan...

The Contrarian Investor Podcast

Feb 21, 202542:22pending

Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breako...

The Contrarian Investor Podcast

Feb 13, 202547:23pending

The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics

The Contrarian Investor Podcast

Jan 28, 202530:43pending

Natural Gas as the Energy of the Future: Applications and Investment Opportuniti...

The Contrarian Investor Podcast

Dec 27, 202447:51pending

Opportunities in Closed-End Municipal Bond Funds: Jonathan Browne, RiverNorth Ca...

The Contrarian Investor Podcast

Nov 21, 202440:44pending

US Election 'Black Swans' Include Significant Chance of Political Violence

The Contrarian Investor Podcast

Nov 1, 202432:04pending

Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics...

The Contrarian Investor Podcast

Oct 30, 202435:28pending

Trends Point to Trump Victory, Republican Sweep: Flip Pidot

The Contrarian Investor Podcast

Oct 23, 202448:02pending

The Bull Case for Industrial Commodities, AI, and More, With Tony Greer

The Contrarian Investor Podcast

Oct 1, 202434:25pending

Finding Contrarian Investors Among US Presidents Past and Present

The Contrarian Investor Podcast

Sep 25, 202449:28pending

Fed's Next Move, Trump 2.0, Opportunities in AI, Argentina: James Fishback

The Contrarian Investor Podcast

Sep 10, 202450:29pending

Economic Data Pointing in Right Direction, for Now: Colin White, Verecan Capital

The Contrarian Investor Podcast

Aug 21, 202442:54pending

Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

The Contrarian Investor Podcast

Aug 6, 202439:15pending

Gold Prices Set to Move (Even) Higher: Dana Samuelson

The Contrarian Investor Podcast

Jul 25, 202440:42pending

The 'Stoic Investment' Primer, With Darius Foroux

The Contrarian Investor Podcast

Jul 2, 202450:34pending

US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capi...

The Contrarian Investor Podcast

Jun 14, 202450:17pending

Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unli...

The Contrarian Investor Podcast

Jun 4, 202444:21pending

The Specter of Stagflation Still Looms: Ayesha Tariq

The Contrarian Investor Podcast

May 13, 202427:20pending

Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court C...

The Contrarian Investor Podcast

Apr 24, 20241:09:24pending

The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research

The Contrarian Investor Podcast

Apr 5, 202450:14pending

Stock Income Will Be Key for the Next Stage of Financial Market History: Daniel...

The Contrarian Investor Podcast

Mar 27, 202452:01pending

Lessons From Financial History: Mark Higgins

The Contrarian Investor Podcast

Mar 13, 202438:02pending

Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advi...

The Contrarian Investor Podcast

Feb 21, 202439:44pending

US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.

The Contrarian Investor Podcast

Feb 1, 202445:03pending

Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconom...

The Contrarian Investor Podcast

Jan 11, 202452:56pending

Risks Point to Downside in 2024: Kyrill Asatur, Centerfin

The Contrarian Investor Podcast

Dec 27, 202343:44pending

Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap

The Contrarian Investor Podcast

Dec 5, 202340:08pending

Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global

The Contrarian Investor Podcast

Nov 21, 202358:05pending

Opportunities in Credit Markets with Tom Carney, Weitz Investments

The Contrarian Investor Podcast

Oct 31, 202346:35pending

Stocks, Bonds to Rally in Q4: David Hunter

The Contrarian Investor Podcast

Oct 16, 202352:21pending

Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors

The Contrarian Investor Podcast

Sep 20, 202352:04pending

Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesh...

The Contrarian Investor Podcast

Sep 4, 202338:10pending

Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac Kinney

The Contrarian Investor Podcast

Aug 30, 202346:25pending

Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt

The Contrarian Investor Podcast

Aug 23, 202326:29pending

The Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture Investors

The Contrarian Investor Podcast

Aug 10, 202349:15pending

Investor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter Atwater

The Contrarian Investor Podcast

Jul 27, 202340:52pending

Contrarian Wealth-Generation, With Stephanie Walter

The Contrarian Investor Podcast

Jul 20, 202340:02pending

Trend-Following Strategy Primer and Current Opportunities, With Anthony Todd, As...

The Contrarian Investor Podcast

Jul 13, 202335:24pending

Regional Bank Credit Risk, AI Tech Hype, Trouble in Commercial Real Estate: Chri...

The Contrarian Investor Podcast

Jun 20, 202342:28pending

Inflation Will Persist Above the Fed's Comfort Level: Naomi Fink

The Contrarian Investor Podcast

Jun 7, 20231:01:48pending

AI is Overhyped, Will Only Worsen Inequality: Simon Johnson

The Contrarian Investor Podcast

May 31, 202335:51pending

Value Stock Geek on Google, Meta, Taiwan Semiconductor

The Contrarian Investor Podcast

May 18, 202341:33pending

Mild Recession Brings Opportunities in Tech Stocks, Corporate Bonds: Elliot Kall...

The Contrarian Investor Podcast

May 11, 202343:09pending