Each episode of this podcast seeks to produce a contrarian investment thesis, or at the very least a contrarian view on the state pf global financial markets.
How do these calls work out? It usually takes a good stretch of time for the proverbial jury to reach a verdict. Sometimes, a definitive assessment is impossible. Many predictions lack specific price targets or timing information, while others don’t even mention individual securities (or ETFs that can serve as proxies). And of course new information is constantly being revealed that could retroactively vindicate the call — or render it pointless.
Nevertheless, it is an informative exercise to look back at some of these calls in an attempt to see how they worked out. That is the point of this section of the website.
- Michael Kahan of hedge fund North Peak Capital Management was bullish on time share companies, identifying Hilton Grand Vacations (HGV) as one of his fund’s key positions. Read more to find out what happened
- In this podcast’s pilot episode last April, economist Barry Knapp of Ironsides Macroeconomics challenged the prevailing narrative of the day: that the 3-month/10-year yield curve inversion would lead to recession in the U.S. Read more to find out what happened
We will be adding more entries to this often, so be sure to check back again soon.