The Contrarian Investor Podcast – Page 62 – The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets

Season 2, Episode 14: The Anti-Quant Quant, Beating Indexes With Three ETFs

Published May 6, 2020

With Chad Glauser, Alpine Quantitative Management

Chad Glauser of Denver-based Alpine Quantitative Management joins the podcast to discuss his fund’s strategy of using just three ETFs as a way to manage risk, gauge volatility, and produce returns.

The three ETFs track short-term Treasuries, long-term bonds, and the S&P 500. Alpine has been actively trading the strategy since late 2017 after an incubation period of about two years. The approach has worked, with the fund beating the hedge fund index for 22 straight months (and counting).

Content:
(Spotify users can click on the timestamp to link to the segment in question)

About the strategy: quick background and using volatility as an indicator (1:10)
The “real-world example” of what happened in January and February, and how the fund adopted (2:42)
How often, and quickly, the portfolio adjusts and why it is 100% allocated at all times (4:39)
The current view of markets (5:46)
Why Alpine views itself as the “anti-quant” quant (9:04)
Background on Chad Glauser (12:35)
How to get in touch (20:04)

Quick Video Highlight via Our YouTube Channel

For more information on the guest:

Alpine Quantitative Management website: Alpine-Quant.com
Chad Glauser’s LinkedIn

Not intended as investment advice.

Contrarian Investor Virtual Conference No. 2 Set For June 3, With Special Discount For Listeners

Published May 5, 2020

The Contrarian Investor Podcast, in partnership with ValueWalk.com, will host its second virtual investment summit on Wednesday at 9:30 a.m..EST. The event will last about two hours and feature exclusive stock picks from contrarian investors.

Buy tickers here. There is a special discount for listeners of this podcast: Add the promotional code “contrarianpod” at checkout to receive an extra 10% off.

Ten percent (10%) of proceeds from this event will be donated to the CDC Foundation to help the emergency response to the coronavirus.

Read about the inaugural event here and how the ideas presented moved markets, creating an instant payoff for attendees who acted quickly!

How it works: A select group of investment professionals will present one (1) fresh stock pick each. These ideas must be contrarian in nature to qualify. Presenters get up to 20 minutes to introduce their idea, including slide decks if necessary. They are then asked to talk through some details by Nathaniel Baker, host of the podcast. Finally, audience members can ask questions through the webinar’s interface. Presentation materials, video recording of the event and contact information will be made available to attendees.

Not sure about your finances or schedule? We understand – tell us and you can receive a full refund up to the day before the conference.

Featuring the following presenters*:

Grizzly Research founder- Identity will be revealed in podcast and interview in the week before the Conference: short equity.
Jonathan Boyar of Boyar Value Group will present a high conviction long idea.
Andreas Aen, Symmetry Invest A/S: a stock pick in the “mini conglomerate” space.
David Neuhauser, Livermore Partners: long idea, metals and mining.

Attendance is limited. First come/first serve.

Interested parties may email info@valuewalk.com or call +1-973-685-6523 for more information.

Season 2, Episode 13: Buy Individual Stocks or Bonds, Not ETFs

Published April 29, 2020

With Maya Joelson, Metapoint Advisors

Maya Joelson, founder and president of Metapoint Advisors, joins the podcast to discuss her view of exchange-traded funds.

These instruments are seen as efficient and cheap ways for investors, especially retail investors, to gain access to various asset classes. But this is misguided, especially when it comes to ETFs tracking bond markets. Even stock ETFs aren’t always a good idea. Investors are better served picking individual securities themselves (or hiring somebody to do it for them).

Content segments (with timestamp):

A short history on the rise of ETFs in the U.S. (2:10)
Why bond ETFs don’t make as much sense as equity ETFs (6:49)
How long before investors get wise to this? (10:41)
What about stock ETFs, how efficient are they? (15:20)
Background on the guest (20:24)
“Better Safe Than SARS-y”: Looking back on the call to derisk portfolios in early February and where we are now (25:43)
Buy stocks that should do well in this environment: consumer staples, healthcare, Kraft Heinz, Chewy (29:53)

Highlights From Our YouTube Channel