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The Contrarian Investor Podcast Posts

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).

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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);
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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.

 

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