Season 2 – Page 6 – The Contrarian Investor Podcast

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

Published August 26, 2020

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.”

Season 2, Episode 24: Math and Algorithms Are Overrated When it Comes to Investing

Published August 7, 2020

With Eric Chung, CIO, Lighthaven Capital Management

Eric Chung, chief investment officer of Lighthaven Capital Management, joins the podcast to discuss his view that math, financial models, and algorithms are insufficient when it comes to investing.

“The widespread use of math in the investment management industry, while it can be helpful … I think there’s been some pretty significant overreliance on these things,” says Chung.

Season 2, Episode 23: The COVID Disconnect And The Coming ‘Melt Up’ In Markets

Published July 28, 2020

With Enrique Abeyta, Empire Financial Research

The evolution of media has led to a “disconnect” between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research.

“We are on the precipice of COVID almost being over, or functionally as a major impact on society, mortality, etc.,” says Abeyta. This, along with unprecedented liquidity injections by the Federal Reserve, will lead to a melt-up in global financial markets.

Highlights:

The disconnect in popular political and economic analysis and the actual situation with COVID in the U.S. (4:38);
Look at the numbers in aggregate; they are clearly declining (8:52);
The war on COVID is almost over and the coronavirus could effectively be over “in six weeks” (12:52);
What does all this mean for investors? Look at gyms and movie theaters (16:07);
A simple options strategy to play the coming melt-up that looks a lot like 1999 (18:07);
Three contrarian views and why the coming melt-up will be the best investing and trading environment in a generation (24:48);
Background on the guest (27:33);
How do you get your ideas? (39:28);
The “V-word” and why it doesn’t matter and doesn’t work (41:10);
The case for Match.com (42:48);
“Shorting sucks” (45:04);
Asset management is a religion (49:21);
Short discussion of risks (51:12).

More Information on the Guest

Website: EmpireFinancialResearch.com;
Twitter: @EnriqueAbeyta.

Not intended as investment advice.

Category: Season 2