The Contrarian Investor Podcast – Page 54 – The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets

Season 2, Episode 28: Economic Growth Prospects Are Better Than Advertised

Published September 23, 2020

Alex Chausovsky of ITR Economics discusses the metrics pointing to continued recovery from COVID

Alex Chausovsky of ITR Economics joins the podcast to discuss his view that economic recovery in the U.S. is on firmer footing than widely believed.

Content

Downside risks do exist. Flu season is approaching but the data is painting a more encouraging picture (3:37);
The top leading indicators are predicting a business cycle rise in 2021, led by the consumer (6:17);
Employment is a lagging indicator. Other metrics are more telling about the economy’s future prospects (9:53);
The election and how that might impact things (11:50);
Background on the guest (18:31);
The prospects for commercial real estate. Is the office doomed? (30:34)
Current opportunities: Look to the defense sector and export-intensive industries in the U.S. (34:44);

Season 2, Episode 27: The ‘Weird Portfolio’ With Value Stock Geek

Published September 16, 2020

Adding gold and real estate exposure to the traditional portfolio construction mix.

Value Stock Geek, well known on the Twittersphere as @ValueStockGeek, joins the podcast to discuss his concept of the “weird portfolio.”

This portfolio allocates to gold and real estate as well as stocks and Treasuries.

The guest also revisits his prediction from his first visit to the podcast last year, when he said retail stocks were undervalued.

The paper explaining this concept in more detail can be read in its entirety here.

S2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets

Published September 8, 2020

With Enrique Abeyta, Empire Financial Research

Moderator 0:02
Welcome to the Contrarian Investor Podcast. We give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. guests were not compensated for the appearance, nor do they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:48
Enrique Abeyta, editor at Empire Fnancial Research, which is a publication house put together by Whitney Tilson last year, if I’m not I’m mistaken. But you have a lot of experience in investing, including managing your own hedge fund. And you have a lot of views that are quite outspoken and in many ways quite contrarian, which is why I wanted to have you on the podcast. And so thank you for having for taking the time. So I’m not sure where we should start because we did a previous call and I learned that you are very contrarian on a wide range of issues. So maybe let’s try this. What do you think is the market getting the most wrong at this time?

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