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Category: Season 2

Season 2, Episode 30: The Real ‘Melt-Up Is Still Ahead of Us’

Published October 6, 2020

September was a “fake out sell off,” says David Hunter.

David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his vision of a “parabolic melt-up” in risk assets that will presage the next market crash.

What we’ve seen since late March was not the real melt-up, Hunter says. Most of the gains are still ahead, in fact the coming months should see the final (and most dramatic) period of the rally. Then things get ugly.

MoreSeason 2, Episode 30: The Real ‘Melt-Up Is Still Ahead of Us’
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EXCLUSIVE for Premium Subscribers: David Hunter on What to Expect From Markets The Rest of This Year and Beyond

Published October 1, 2020

David Hunter of Contrarian Macro Advisors rejoins the podcast in this special episode released a whole week early for premium subscribers. To get it, sign up here for the (temporarily) reduced rate of $8 per month or $88/year.

Hunter in April predicted a dramatic rebound in risk assets. This was deemed outlandish in light of COVID, but has largely come to pass — though a bit short of his original target (4000 for the S&P 500 by Labor Day).

Now Hunter updates his view, with a rather shocking call: what we’ve seen so far was not the real “melt-up.” Most of the gains are still ahead, in fact the coming months should see the final stage of a parabolic “melt-up.” Then things get ugly.

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Season 2, Episode 29: Finding Next Generation Growth Stocks, With Liz Hall

Published September 30, 2020

The Fintwit star locates and explores niche subcultures online to spot investment opportunities.

Liz Hall, well known on the Twittersphere as @LizQuidity, joins the podcast to discuss some of her methods for locating the next generation of growth stocks.

Hall doesn’t have an investment process per se. She lets investment ideas find her by exploring niche interest and going down “rabbit holes” on YouTube and Reddit.

Content:

  • How to let the investment idea “come to you” by locating niche areas of interest at their source (2:38);
  • One example from earlier this year: Games Workshop Group (GMWKF), publisher of the Warhammer game (4:34);
  • Some more on her research methods (10:48);
  • What led her to Nintendo (13:16);
  • Background on the guest (17:22);
  • Brief discussion of Tesla (TSLA) and Nikola (NKLA) (23:32).

For more on Hall’s research process, visit her website LizardBrain.Substack.com

Not intended as investment advice.

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