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The Contrarian Investor Podcast Posts

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)Podcast episode cover art feat Tony Greer

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)

Published October 1, 2024

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.

This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack.

There are a few points in this episode where adult language is used. Listener discretion is advised.

Content Highlights

  • Why energy commodities, precious and base metals are all set up to rally (1:31);
  • China’s stimulus package boosted industrial metals. The bounce should not be limited to the short term… (4:57);
  • There are a number of ways to express the ‘long commodities’ trade. ETFs may be the simplest… (8:59)
  • The bullish case for uranium (10:37);
  • Don’t fade the AI story (14:20);
  • The inevitable cryptocurrency discussion (17:04);
  • Background on the guest (22:30);
  • Listener question: What’s the inflection point for a move higher in industrial commodities? (26:10);
  • Election discussion (28:17).

More From the Guest

Not investment advice.

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Finding Contrarian Investors Among US Presidents Past and Present (Szn 6, Epsd 16)

Published September 25, 2024

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Megan Gorman joins the podcast to discuss her book ‘All the Presidents’ Money; How the Men Who Governed America Governed Their Money,’ in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year’s presidential and vice presidential candidates.

Content Highlights

  • The most contrarian investor among US presidents? Gerald Ford, the man who pioneered sitting on corporate boards and the presidential speaker circuit (1:24);
  • Perhaps unsurprisingly US presidents were quite conservative with their investments, Ford included… (6:37);
  • Many presidential investments were also contrarian by avoiding (individual) public equities (11:04);
  • Franklin D. Roosevelt was one of several presidents who entered the White House as wealthy individuals — and blew some of it by failing to perform basic due diligence (15:51);
  • Another oft-overlooked president, Calvin Coolidge, supplies a classic example of mis-timing the market… (21:11);
  • What we know about the investments of this year’s candidates for president and vice president (25:52);
  • Another very unsuccessful investor: Ulysses S. Grant. One of the most successful: George Washington (37:14);
  • Presidents probably don’t need to own individual stocks. Vice President Kamala Harris exemplifies this (47:18)

More Information on the Guest

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Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)Podcast episode cover art featuring James Fishback

Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)

Published September 10, 2024

With James Fishback, Azorio Partners

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here.

NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the host or the Contrarian Investor Podcast more generally.

Content Highlights

  • The Federal Reserve is expect to cut 200 basis points off of interest rates when all is said and done. The reality should fall well short of that measure… (1:37);
  • The US is economy growing in aggregate. Pain points are felt among lower socio-economic classes (4:44);
  • The major change will not come from a major shift in monetary policy but what happens fiscally, with the November election (9:16);
  • How to trade a Republican sweep? There’s an acronym: T-R-U-M-P (10:54);
  • Many companies have taken advantage of cheap labor supplied by illegal immigration. Their stocks will suffer once this is rolled back… (15:31);
  • AI is real. Productivity gains will be massive (17:44);
  • Crypto discussion. The best opportunity for bulls may to bet on lower volatility for Bitcoin… (22:47);
  • Background on the guest (28:33);
  • Azoria’s first ETF will be called the Meritocracy Fund. The strategy (33:38);
  • Another opportunity: Argentina (43:18)

More Information About the Guest

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