The Contrarian Investor Podcast – Page 46 – The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets

Season 3, Episode 25: Three Areas of Technology Investors Need to Watch

Published November 1, 2021

With Simon Erickson, 7investing

Simon Erickson, founder and CEO of 7investing, joins the podcast to discuss three areas of technological innovation and disruption that stand to transform the world of business as we know it.

The guest identifies one stock from each area, with the understanding that it is not intended as investment advice.

Content Highlights

Why focusing on technological change is contrarian (3:41);
Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37);
Several upstarts have ‘cracked this code’ but Erickson has one that he’s been paying close attention to (5:57);
Idea No. 2: Quantum computing (14:23);
Background on the guest (22:25);
Idea No. 3: Gene editing (25:24);
How to go about picking entry points for investments in these areas? (31:30);
What about cryptocurrencies and blockchain technologies? (33:47).

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Contrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’

Published October 22, 2021

After stocks sold off last September (sound familiar?), Contrarian Macro Advisors’ David Hunter assured listeners the real stage of the melt-up in risk assets was still ahead. “This does not take away the melt-up scenario,” Hunter said of the September swoon, “In fact, this is kind of a fake out, sell off … I do think we’re going to regroup, and we’ll see the melt up later this year.”

See for yourself:

Season 3, Episode 24: The Lessons From Iceland’s Financial Collapse, From One Who Was There

Published October 20, 2021

With Jared Bibler, Author of ‘Iceland’s Secret’

Jared Bibler joins the podcast to discuss his book ‘Iceland’s Secret’ and his experience living through that country’s financial collapse in 2008.

It was a very dark period in Iceland’s history, with individuals losing homes and savings and not being able to buy food. The author experienced this first-hand, initially as an asset manager and later working for regulators seeking to bring the responsible parties to justice.

The crisis in Iceland shocked the world but was quickly overshadowed by the collapse of Lehman Brothers in the U.S. Today it is largely forgotten outside of Iceland. But the author says his experience holds many lessons for the present day.

If nothing else, his experience holds lessons for those interested in hedging against a total collapse of capital markets and civil society.