Content – Page 29 – The Contrarian Investor Podcast

Recession Realities Set In as Stocks Drop

Published June 17, 2022

The following is an amended form of the Daily Contrarian briefing from June 17. This briefing and accompanying podcast are released to premium subscribers each market day morning by 0700. To subscribe, visit our Substack.

Talk of recession has emerged in force this week after the Fed raised rates by 0.75% and stocks sold off. Google Trends shows keyword searches for ‘recession’ at their highest level since the onset of the pandemic.

Reasons for Optimism Amid ‘Peak Pain’: Kevin Rendino (Szn. 4, Ep 16)

Published June 9, 2022

Kevin Rendino of 180 Degree Capital joins the podcast to discuss reasons for optimism (yes, optimism) in markets and why we may have already reached “peak pain.”

Bearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq (Szn 4, Ep. 15)

Published May 31, 2022

Ayesha Tariq of Keystone Consulting joins the Contrarian Investor Podcast to discuss her bearish views on the global economy and on stock markets, what investment options she prefers right now, and why work-from-home will not persist (or at least not at current levels).

Content Highlights

The idea of a ‘Fed pivot’ away from higher rates is baseless. The Fed has no choice but to raise rates (3:01);
What about inflation having peaked? Won’t that remove some pressure from the Fed? (8:35);
Unemployment is due to rise, with companies soon having no choice but to lay off workers — but this won’t stop the Fed either (11:28);
Markets had a good week. Did we have the bottom already? (13:57);
What about commodities? A potential bright spot due to structural issues? (15:32);
Background on the guest (21:06);
What are some of the best options for investors in light of all this? (23:19);
Real estate investment trusts are one good option, especially commercial real estate. Work-from-home was a phase that will be scaled back soon (26:25);