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The Contrarian Investor Podcast Posts

Season 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business

Published December 10, 2020

Also: an assessment of the cannabis industry from an investing viewpoint.

Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery.

Eventually, “the music will stop” and stock markets will see more sellers than buyers. To protect themselves, investors should seek recession-resistance sectors of the economy and try to access their own cash flows.

MoreSeason 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business
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Season 2, Episode 35: How Bubbles and False Narratives Made Financial Markets

Published November 25, 2020

With Jamie Catherwood, Author of InvestorAmnesia.com

With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely.

Jamie Catherwood, the author of InvestorAmnesia.com and a self-proclaimed financial history nerd, is a perfect guide to this discussion.

We discuss booms in treasure hunting, bicycles, railroads, breweries, and of course tulips (which it turns out was greatly exaggerated. The guest debunks this).
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Season 2, Episode 34: The Bullish Case for Precious Metals, Energy Stocks

Published November 20, 2020

Featuring Theron De Ris, Eschler Asset Management

Theron De Ris of London-based Eschler Asset Management joins the podcast to discuss why now may be an optimal time to invest in shares of precious metals companies and energy concerns.

One of De Ris’ favorite stocks — and primary portfolio holdings — is discussed at some length in the second half of the program.

MoreSeason 2, Episode 34: The Bullish Case for Precious Metals, Energy Stocks
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