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The Contrarian Investor Podcast Posts

Season 1, Episode 21: Peter Borish on Economic Cycles, the Case for Active Investment Management

Peter Borish is a founding partner at Tudor Investment Corp and current chief strategist at Quad Group. In his long career on Wall Street, Borish has seen multiple market cycles and met with and allocated to many hedge fund managers. He shares his wisdom with listeners.

The need for active management in today’s market (6:23). A contrarian view on ego (8:35). State of the economic cycle and deflationary pressures (10:29), political realities (14:26), concepts to keep in mind for the long run (16:31). What to look for in an investment adviser and hedge fund manager (20:46). The current state of hedge fund talent (22:57). Areas for concern in the macro picture (26:45) and possible inflection points (29:18).

Not intended as investment advice.

More information on Peter Borish and Quad Group:

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Season 1, Episode 20: No Recession Imminent

Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his background and how he came to start his investing service.

Labor markets, consumer spending speak to strong economic currents in the US (0:46). The bullish case for financial stocks (2:55) and United Rentals (6:04). Semiconductors should do well (9:49). Adam’s background and how he came to start Bullseye Brief (14:23). Ideas in biotechs (19:07).

More information about Bullseye Brief:

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Season 1, Episode 19: The Need for Non-Consensus Investing, With Rupal J. Bhansali

Developing contrarian investing ideas is not a luxury, but a necessity in today’s market.

Rupal J. Bhansali joins the podcast to discuss her just-published book “Non-Consensus Investing: Being Right When Everyone Else is Wrong.”

Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the book, some of its most valuable lessons for stock analysts, and why investors should eschew FAANG stocks for a new acronym: MANG (Michelin, Ahold, NTT Docomo, Glaxosmithkline).

The need for developing non-consensus views (2:20), focusing on balance-sheet risk rather than earnings (3:50), “kicking the can down the road” is not an option (6:27), FAANG vs. MANG (7:27), a special message to young women (12:20)

More information on the book available here.

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