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The Contrarian Investor Podcast Posts

Season 2, Episode 9: The Medical View of Coronavirus, From A Bonafide Doctor

Published March 20, 2020

With Dr. Robert Bednarz, Host of ThePatientWillSeeYouNow Podcast

Dr. Robert Bednarz joins the podcast to provide his professional opinion on the coronavirus: Just how serious of a health crisis is COVID-19? And how long might it persist until economies around the world can spring to life again?

Dr. Bednarz records from his home in Dundee, Scotland, where he is currently under self-quarantine. Unlike typical guests on this podcast, he has no experience or knowledge of investing or the economy. To that effect, this episode contains no stock picks or tangible views on economics. However, the medical view he supplies is certainly valuable for all members of the investing community.

Content Segments:

  • What is happening in Italy can happen anywhere (2:43)
  • The cases and fatalities in Scotland and how hospitals are dealing with the effects (5:47)
  • Hope relies on the local communities and people should “just stay home” (8:04)
  • The chances of a mutation of the virus exist, but it is unlikely to be more lethal than the current iteration (10:41)
  • Warmer weather should help (13:39)
  • The worst case scenario scaring medical professionals (15:31)
  • What medicines are being used for treatments? Antivirals show some promise (19:30)
  • Masks are useful only for those with symptoms. But buyer beware (23:23)

Highlights From Our YouTube Channel

For more information on the guest:

  • Dr. Bednarz hosts a podcast, The Patient Will See You Now, available on all podcasting platforms, including iTunes and Spotify
  • Twitter: @Robert_Bednarz

Not intended as investment advice.

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Season 2, Episode 8: Assessing Economic Damage From Coronavirus Crisis and Plotting A Way Forward

Published March 17, 2020

With Political Economist Marc Chandler

Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy.

Segment time stamps:

  • This crisis is different, not brought about by the economic cycle but by an exogenous shock (3:15)
  • Assessing the fiscal and monetary response by policymakers (4:36)
  • Will there be a “V-shaped” recovery? (6:55)
  • Recovery in Q3, Q4, but growth will be limited (12:07)
  • The crisis may accelerate the move to a cashless society (13:12)
  • Background on the guest (17:43)
  • What’s something the market is missing? (27:39)
  • The Age of Surplus (34:13)
  • Greater accountability for the Federal Reserve (38:21)
  • The crisis could result in expansion to enfranchisement. To 16-year olds? (43:21)

Highlights From Our YouTube Channel

For more information on the guest:

Not intended as investment advice.

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Season 2, Episode 7: Oil Sell-Off Special Edition

Published March 10, 2020

Inside The Saudi-Russia Supply Standoff, With Kirill Zadov, Political Analyst, RUSA Radio

Kirill Zadov, political analyst at Russian-language radio station RUSA Radio, joins the podcast in this special episode to discuss the recent sell-off in oil prices.

Zadov has some unique insights into the Russian oil economy and the political economy of the Middle East. His prediction: Saudi Arabia and Russia will have to come together to agree to output cuts, and soon. How low will oil go in the interim? Here too Zadov has some views.

Segment time stamps:

  • What’s motivating Russia on their decision to not cut output? (4:02)
  • Why Russia and Saudi Arabia need to cut output, and soon (7:07)
  • What other countries in the region are affected by this? (9:19)
  • How long will it take for Russia and Saudi Arabia to agree to cuts? (10:28)
  • Background on the guest (11:35)
  • How low will oil prices go? (13:26)

For more information on the guest: 

Not intended as investment advice.

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