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Month: August 2020

Season 2, Episode 25: Pulling Back the Curtain on Emerging Markets Distressed Debt

With Genna Lozovsky, Sandglass Capital Management

Genna Lozovsky of Sandglass Capital Management joins the podcast to discuss investing in emerging markets distressed debt and credit.

Sandglass Capital invests in sovereign and corporate credit across global EM, typically seeking to be a liquidity provider “at prices that we think significantly underestimate the recovery potential of those assets.”

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Season 2, Episode 22, Transcribed: Time to Build a Position in Semiconductor Manufacturers?

Moderator 0:08
Welcome to the Contrarian Investor Podcast, we give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. Guests were not compensated for the appearance, nor did they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:03
Siddarth Singhai of Ironhold Capital hedge fund here in New York. Thank you so much for joining the Contrarian Investor Podcast today. You’re here because you have a some views that are that are quite contrary, affecting a couple of different sectors of the market and of the economy. And these are two sectors here, auto manufacturing, and semiconductors that are cyclical. And if you’ve been paying any attention at all, to the economy, as we all know, the COVID crisis has kind of exacerbated and maybe accelerated the end of the business cycle, some would say to where a recession is effectively now, just just about a priced in, and the question very much becomes how we can get to grow again, In the future, and how long it will take before we attain any levels of growth that would positively affect these cyclical industries. Yeah. So from that perspective, it’s quite contrary. And I’m quite happy to have you on and talk a little bit about this. So let’s maybe start there and tell me why you like these particular industries.

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Contrarian Investor Virtual Conference Again Moves Stocks

Shares of STAAR Surgical, Trupanion drop after reports as Wolfpack’s David battles Davey Day Trader over Remark Holdings

Six presenters, the most ever, provided stock picks at the third Contrarian Investor Virtual Conference on Aug. 11. Four of the presentations were short ideas and two long calls on individual stocks. Markets reacted immediately and in a few instances quite dramatically. The conference was picked up in various media. For more on that see our press page.

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