August 2024 – The Contrarian Investor Podcast

Feat Colin White, Verecan Capital

Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a ‘soft landing’ to have increased…

This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page..

Content Highlights

Economic indicators are pointing to increased chances of a ‘soft landing’… (1:10);

The Federal Reserve (and other central banks) have ‘bullets in their gun’ in the form of interest rate cuts, should the need arise. Another reason for confidence (3:27);

Employment numbers are the most important datapoint to watch right now (6:41);

The Age of Finfluencers and dangers it has wrought (14:32);

Central banks have a responsibility to act in the best interests of the general public. If they stray from that responsibility, the structure that governs central banks can change (19:29);

Background on the guest (23:31);

No, real estate is not always a good investment (34:11);

AI discussion (37:41).

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.

This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day — without ads or announcements. More information on premium subscriptions is available here.

Content Highlights

The view of the bond market has changed with the Fed (1:18)
The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it… (3:18);
The 10-year yield should drop to the 3% range “by this time next year” (4:43);
Small caps have recovered lately but the guest is less bullish there (9:31);
Technology stocks are much better positioned than in previous cycles (10:56);
Municipal bonds may also present an opportunity… (15:41);
Background on the guest (20:05);
Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
The political outlook and its impact on markets (25:51).

For more information on the guest visit the website OlivierGroup.com.

Month: August 2024

Economic Data Pointing in Right Direction, for Now (Szn 6, Epsd 14)

Feat Colin White, Verecan Capital

Content Highlights

More on the Guest

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

Content Highlights