October 2021 – The Contrarian Investor Podcast

Contrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’

Published October 22, 2021

After stocks sold off last September (sound familiar?), Contrarian Macro Advisors’ David Hunter assured listeners the real stage of the melt-up in risk assets was still ahead. “This does not take away the melt-up scenario,” Hunter said of the September swoon, “In fact, this is kind of a fake out, sell off … I do think we’re going to regroup, and we’ll see the melt up later this year.”

See for yourself:

Season 3, Episode 24: The Lessons From Iceland’s Financial Collapse, From One Who Was There

Published October 20, 2021

With Jared Bibler, Author of ‘Iceland’s Secret’

Jared Bibler joins the podcast to discuss his book ‘Iceland’s Secret’ and his experience living through that country’s financial collapse in 2008.

It was a very dark period in Iceland’s history, with individuals losing homes and savings and not being able to buy food. The author experienced this first-hand, initially as an asset manager and later working for regulators seeking to bring the responsible parties to justice.

The crisis in Iceland shocked the world but was quickly overshadowed by the collapse of Lehman Brothers in the U.S. Today it is largely forgotten outside of Iceland. But the author says his experience holds many lessons for the present day.

If nothing else, his experience holds lessons for those interested in hedging against a total collapse of capital markets and civil society.

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Season 3, Episode 23: The Long Term Bull Case for Oil (Updated)

Published October 7, 2021

With Todd Sullivan, ValuePlays.com

(Updates with third video below).

Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.

The guest also provides his favorite stocks — all portfolio holdings of his — for investors to take advantage of this trend.

Content Highlights

Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);
What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);
Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);

The three energy names he really likes right now (18:51);
Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. “Nothing could be further from the truth.” (25:28);
Why transport companies are more of a pure-play on energy prices than drillers (29:30);
$100/barrel oil is a “realistic scenario” and prices could stay high after that as the macro outlook remains constructive (37:17);
The bullish outlook for the cannabis industry in the U.S. — this will be the topic of a future episode (42:49).