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The Contrarian Investor Podcast Posts

Bearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq (Szn 4, Ep. 15)

Published May 31, 2022

Ayesha Tariq of Keystone Consulting joins the Contrarian Investor Podcast to discuss her bearish views on the global economy and on stock markets, what investment options she prefers right now, and why work-from-home will not persist (or at least not at current levels).

Content Highlights

  • The idea of a ‘Fed pivot’ away from higher rates is baseless. The Fed has no choice but to raise rates (3:01);
  • What about inflation having peaked? Won’t that remove some pressure from the Fed? (8:35);
  • Unemployment is due to rise, with companies soon having no choice but to lay off workers — but this won’t stop the Fed either (11:28);
  • Markets had a good week. Did we have the bottom already? (13:57);
  • What about commodities? A potential bright spot due to structural issues? (15:32);
  • Background on the guest (21:06);
  • What are some of the best options for investors in light of all this? (23:19);
  • Real estate investment trusts are one good option, especially commercial real estate. Work-from-home was a phase that will be scaled back soon (26:25);

More Information on the Guest

Not intended as investment advice.

Quick Highlights from our YouTube Channel

MoreBearish Indicators Abound, With Downside Risks for Stocks: Ayesha Tariq (Szn 4, Ep. 15)
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Retail Analysts Are Smarter, Brooker Belcourt Has Proof (Szn 4, Ep. 14)

Published May 16, 2022

Brooker Belcourt, CEO of Covey, joins the podcast to discuss his analyst platform and its ‘alpha algorithm’ that has been able to produce outperformance through its stock and ETF picks and crypto calls.

Content Highlights

  • Covey’s contrarian thesis: Retail analysts are every bit as good, if not better, than institutional analysts (4:10);
  • The idea of a platform to aggregate analyst opinion is not new. But very recent history has proven Covey correct: its analysts predicted the drop in cryptocurrencies and rise in value stocks over that have transpired over the last week (5:53);
  • The ‘alpha algorithm’ and how that works (6:58);
  • What is Covey’s algorithm picking up right now? (11:03);
  • Some highlights: Long commodities, fertilizer stocks like Mosaic (MOS), financials, energy stocks, and a few beaten-up tech names like Facebook/Meta (FB) and Alibaba (BABA). Short cryptos has been taken off (14:46);
  • Isn’t Covey just chasing past performance hoping for future results? (17:20)
  • Great investors appear to have staying power, regardless of environment (23:27);
  • Background on the guest and how he came to start Covey (28:11);
  • Deeper discussion on how Covey’s top analysts are positioning their portfolios right now (36:39);

For More Information

Video Highlights

MoreRetail Analysts Are Smarter, Brooker Belcourt Has Proof (Szn 4, Ep. 14)
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