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The Contrarian Investor Podcast Posts

Opportunities in Emerging, Frontier Markets (Szn 5, Episode 27)Kevin Carter, EMQQ Global podcast coverart

Opportunities in Emerging, Frontier Markets (Szn 5, Episode 27)

Published November 21, 2023

Featuring Kevin T. Carter, EMQQ Global

Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don’t bother with the indexes. The real opportunities are to be found in individual stocks.

Content Highlights

  • The first issue with emerging market investing is the index. These do not accurately reflect the real opportunities (1:19);
  • Individual stocks, especially of technology companies, have performed far better than the underlying index (6:25);
  • There are three mega-trends that point to emerging markets growth over the long term (8:03);
  • South America’s E-commerce giant is not in any EM index. Neither is Brazilian digital bank Nu Holdings (15:14);
  • A broad discussion of China, where things are not always as they appear in the western media… (19:22);
  • Right now all eyes are on India. The story there is still in the early innings, but unfortunately options are limited for investors limited to US exchanges… (42:13);
  • Other markets in South Asia also offer compelling opportunities. Especially Bangladesh (48:58).

More Information on the Guest

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Opportunities in Credit Markets with Tom Carney, Weitz Investments (Szn 5, Episode 26)Cover art, podcast season 5, episode 26

Opportunities in Credit Markets with Tom Carney, Weitz Investments (Szn 5, Episode 26)

Published October 31, 2023

This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast.

Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets.

Content Highlights

  • Carney’s views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33);
  • Opportunities include the non-corporate bond market, specifically the asset-backed securities market (5:38);
  • The guest has a unique view into consumer lending. There are defaults, but not more than usual (10:37);
  • Discussion of the mortgage-backed securities market. There too, defaults are not particularly prevalent (13:05);
  • How big of a concern is the Fed? (24:25);
  • Background on the guest (29:57);
  • What about his concerns facing markets at present? (38:09).

For more information on the guest, visit the website WeitzInvestments.com.

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Stocks, Bonds to Rally in Q4: David Hunter (Szn 5, Episode 25)David Hunter Szn 5 Episode 25 cover iamge

Stocks, Bonds to Rally in Q4: David Hunter (Szn 5, Episode 25)

Published October 16, 2023

A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 — the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast.

David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds.

Not investment advice.

Content Highlights

  • Views on the bond market (1:31);
  • The Federal Reserve will likely pause again at its next meeting, on Nov. 1 (6:41);
  • Views on stocks (11:30);
  • Once consensus emerges that the Fed is ‘done’ it will remove a major wall of worry and headwind the magnitude of which few are anticipating… (16:14);
  • Targets for S&P 500, Nasdaq, Dow Industrials, 10-year yields… (21:21);
  • How the ‘bust’ scenario will play out (27:02),

To contact David Hunter and find out about subscribing to his newsletter, you need to send him a direct message on Twitter. His handle is @DaveHContrarian. The host will not forward your messages.

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