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The Contrarian Investor Podcast Posts

Season 2, Episode 38: Buckle Up, The Bull Market is Just Getting Started

Published December 22, 2020

With Ryan Worch, Worch Capital

Ryan Worch of Worch Capital joins the podcast to discuss his views that even after the massive post-COVID rally in stocks, the bull market is just getting started.

Content Sections

  • The most appropriate historical parallel from a price-pattern standpoint may be 1999 and the massive “tech melt-up” that ended in 2000 (3:21);
  • “We believe the market is in this secular bull market — for various reasons,” particularly monetary easing. This should “supercharge” a move higher, much as in 1999 (5:35);
  • The similarities and differences between now and the late 1990s (8:40);
  • The Fed is “completely transparent these days.” They will be forced to raise rates at some point, but the markets may not stop rallying for a while (12:21);
  • Current excesses are nothing compared to those of the late 1990s. People are still spooked by what happened (16:44);
  • Background on the guest (22:06);
  • How he started his fund in 2008 (26:39);
  • How Worch Capital was able to avoid the February-March correction this year (28:54);
  • Why he still likes growth, and which sectors (34:54).
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Season 2, Episode 37: The Next ‘Blow Off Top’ is Coming

Published December 16, 2020

Brody Howatt, Bellator Asset Management says he’s getting ready to buy protection for a January sell-off

Brody Howatt of Bellator Asset Management joins the podcast to discuss his view that the market is getting closer to a “blow off top.”

The guest also talks about what it was like working for Steven Cohen at SAC Capital and Point72 before starting his own firm.

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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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