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The Contrarian Investor Podcast Posts

Season 3, Episode 11: Distressed Investing for Retail Investors

Published May 12, 2021

With Chris Krug, Chatham Harbor Capital

Chris Krug of Chatham Harbor Capital Management joins the podcast to discuss his hedge fund’s strategy of buying equity of distressed companies.

Krug has a unique background and a unique approach, targeting the equity of companies that are heavily indebted but face a transformation. He shares his insights with listeners with the understanding that nothing is to be considered investment advice.

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Season 3, Episode 10: The Case for Indian Stocks

Published April 29, 2021

With Ethan Widell, Ironhold Capital

Ethan Widell, senior analyst at Ironhold Capital, joins the podcast to discuss the case for Indian stocks.

The country is currently suffering under record cases of coronavirus, with horrific humanitarian consequences. This has understandably weighed on investors’ minds. But there are other transformations underway in India’s economy that make the investing prospects exciting in the long run.

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Season 3, Episode 9: Risk Versus Returns: Rethinking the Connection

Published April 15, 2021

With Chris Belchamber, Author of ‘Invest Like The Best: The Low-Risk Road To High Returns’

Chris Belchamber joins the podcast to discuss his book Invest Like The Best: The Low-Risk Road to High Returns and challenge the axiom that market-beating returns are not possible without taking on large amounts of risk.

Belchamber has studied the most successful investors’ track records over decades. One thing they all have in common is prioritizing risk aversion and behavioral discipline. There are simple lessons to be learned for ‘novice’ investors.

Content Highlights:
(Spotify users can link to the segment directly by clicking on the timestamp)

  • Most financial advisers have bought in to the idea that more risk will generate higher returns. This “simple line of argumentation is just wrong.” (6:39);
  • ‘Paradox investing’ and Radobank’s model (10:57);
  • The mindset of successful investors is all about risk aversion. The biggest problem facing investors is their own behavior (13:56);
  • ‘The optimization of the brain’ function: what it is and how to go about it without getting exhausted (17:23);
  • Background on the guest (23:05);
  • Belchamber’s meeting with John Meriwether (26:42);
  • Jim Simons and Renaissance Technologies (28:52);
  • Red flags and other things investors should look for (33:07);
  • The current state of the economic and market cycle and why the second half of this year could be a lot different — and worse (38:29).

More Information on the Guest:

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