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The Contrarian Investor Podcast Posts

Finding Contrarian Investors Among US Presidents Past and Present (Szn 6, Epsd 16)

Published September 25, 2024

Megan Gorman joins the podcast to discuss her book ‘All the Presidents’ Money; How the Men Who Governed America Governed Their Money,’ in an effort to locate the contrarian investors. There are several, led by Gerald Ford. The guest also discusses the investments of year’s presidential and vice presidential candidates.

Content Highlights

  • The most contrarian investor among US presidents? Gerald Ford, the man who pioneered sitting on corporate boards and the presidential speaker circuit (1:24);
  • Perhaps unsurprisingly US presidents were quite conservative with their investments, Ford included… (6:37);
  • Many presidential investments were also contrarian by avoiding (individual) public equities (11:04);
  • Franklin D. Roosevelt was one of several presidents who entered the White House as wealthy individuals — and blew some of it by failing to perform basic due diligence (15:51);
  • Another oft-overlooked president, Calvin Coolidge, supplies a classic example of mis-timing the market… (21:11);
  • What we know about the investments of this year’s candidates for president and vice president (25:52);
  • Another very unsuccessful investor: Ulysses S. Grant. One of the most successful: George Washington (37:14);
  • Presidents probably don’t need to own individual stocks. Vice President Kamala Harris exemplifies this (47:18)

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Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)Podcast episode cover art featuring James Fishback

Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)

Published September 10, 2024

With James Fishback, Azorio Partners

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here.

NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the host or the Contrarian Investor Podcast more generally.

Content Highlights

  • The Federal Reserve is expect to cut 200 basis points off of interest rates when all is said and done. The reality should fall well short of that measure… (1:37);
  • The US is economy growing in aggregate. Pain points are felt among lower socio-economic classes (4:44);
  • The major change will not come from a major shift in monetary policy but what happens fiscally, with the November election (9:16);
  • How to trade a Republican sweep? There’s an acronym: T-R-U-M-P (10:54);
  • Many companies have taken advantage of cheap labor supplied by illegal immigration. Their stocks will suffer once this is rolled back… (15:31);
  • AI is real. Productivity gains will be massive (17:44);
  • Crypto discussion. The best opportunity for bulls may to bet on lower volatility for Bitcoin… (22:47);
  • Background on the guest (28:33);
  • Azoria’s first ETF will be called the Meritocracy Fund. The strategy (33:38);
  • Another opportunity: Argentina (43:18)

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Economic Data Pointing in Right Direction, for Now (Szn 6, Epsd 14)Podcast episode coverart

Economic Data Pointing in Right Direction, for Now (Szn 6, Epsd 14)

Published August 21, 2024

Feat Colin White, Verecan Capital

Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a ‘soft landing’ to have increased…

This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page..

Content Highlights

  • Economic indicators are pointing to increased chances of a ‘soft landing’… (1:10);
  • The Federal Reserve (and other central banks) have ‘bullets in their gun’ in the form of interest rate cuts, should the need arise. Another reason for confidence (3:27);
  • Employment numbers are the most important datapoint to watch right now (6:41);
  • The Age of Finfluencers and dangers it has wrought (14:32);
  • Central banks have a responsibility to act in the best interests of the general public. If they stray from that responsibility, the structure that governs central banks can change (19:29);
  • Background on the guest (23:31);
  • No, real estate is not always a good investment (34:11);
  • AI discussion (37:41).

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