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The Contrarian Investor Podcast Posts

EXCLUSIVE for Premium Subscribers: David Hunter on What to Expect From Markets The Rest of This Year and Beyond

Published October 1, 2020

David Hunter of Contrarian Macro Advisors rejoins the podcast in this special episode released a whole week early for premium subscribers. To get it, sign up here for the (temporarily) reduced rate of $8 per month or $88/year.

Hunter in April predicted a dramatic rebound in risk assets. This was deemed outlandish in light of COVID, but has largely come to pass — though a bit short of his original target (4000 for the S&P 500 by Labor Day).

Now Hunter updates his view, with a rather shocking call: what we’ve seen so far was not the real “melt-up.” Most of the gains are still ahead, in fact the coming months should see the final stage of a parabolic “melt-up.” Then things get ugly.

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Season 2, Episode 29: Finding Next Generation Growth Stocks, With Liz Hall

Published September 30, 2020

The Fintwit star locates and explores niche subcultures online to spot investment opportunities.

Liz Hall, well known on the Twittersphere as @LizQuidity, joins the podcast to discuss some of her methods for locating the next generation of growth stocks.

Hall doesn’t have an investment process per se. She lets investment ideas find her by exploring niche interest and going down “rabbit holes” on YouTube and Reddit.

Content:

  • How to let the investment idea “come to you” by locating niche areas of interest at their source (2:38);
  • One example from earlier this year: Games Workshop Group (GMWKF), publisher of the Warhammer game (4:34);
  • Some more on her research methods (10:48);
  • What led her to Nintendo (13:16);
  • Background on the guest (17:22);
  • Brief discussion of Tesla (TSLA) and Nikola (NKLA) (23:32).

For more on Hall’s research process, visit her website LizardBrain.Substack.com

Not intended as investment advice.

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Contrarian Calls, Revisited: Value Stock Geek’s Bullish Take on Certain Retail Stocks

Published September 28, 2020

Value Stock Geek, well known by his Twitter handle @ValueStockGeek, was bullish on shares of certain retail companies.

Speaking on the podcast in June 2019, the guest said E-Commerce had not yet destroyed old-fashioned retail commerce. “The retail sector is now a hated and beaten-up sector and it’s mainly because of Amazon and E-commerce,” he said at the time. “But I think the current narrative is overblown…right now, E-Commerce as a percentage of retail sales represents about 10% of all retail sales. That means that 90% of all retail transactions still happen in the store.”

Value Stock Geek’s favorite stocks were Dick’s Sporting Goods (NYSE: DSK) and Urban Outfitters (NASDAQ: URBN).

MoreContrarian Calls, Revisited: Value Stock Geek’s Bullish Take on Certain Retail Stocks
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