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The Contrarian Investor Podcast Posts

Season 1, Episode 18: Microinvesting Primer and Idea Generation, with GeoInvesting’s Maj Soueidan

Published September 18, 2019

Maj Soueidan, co-founder of GeoInvesting LLC, joins the podcast to discuss his approach to microcap investing and his process for sourcing ideas before concluding with one of his favorite stock picks at the time of the recording.

Content: The case for microcaps (1:25), how to find ideas (5:14), sectors (9:04), monitoring and holding periods (10:08), catalysts and “problems” (12:30), an illustrative case study (15:10), Maj’s background and how he came about microcap investing (18:43), more about GeoInvesting (24:19), current idea: Rand Worldwide Inc. (26:09), how to find more information (37:14).

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Season 1, Episode 17: The Coming ‘Melt Up’ in Markets, With David Hunter of Contrarian Macro Advisors

Published September 4, 2019

The market cycle has one final upleg, which will be followed by a historic crash

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market. 

Content:
The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond prices (8:15), the final “melt up” and why it will be “parabolic” (12:29), echoes of 1982 (16:50), the 2020 bear market (19:34) and recovery, which will bring the first inflationary cycle since the 1970s (21:21), favorite places to be in terms of investments (26:45), $10 oil (30:00)

Not intended as investment advice.

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Season 1, Episode 16: No Ill Effects from Yield Curve Inversion for US Economy

Published August 19, 2019

The 2-year/10-year yield curve inversion is a bad sign for the global economy, but less so for the U.S., says Barry Knapp

Barry Knapp of Ironsides Macroeconomics joins the podcast to discuss the 2-year/10-year yield curve inversion. The gauge is viewed as a harbinger of recession and while global trade has clearly slowed, the U.S. economy should not necessarily see any ill effects in the immediate future, says Knapp.

Content:

The 3-month/10-year yield curve versus the 2-year/10-year (2:52), for historical precedence see Japan in the early 2000s (7:50), recession in global trade but not in the U.S. (8:42), positives for the U.S. economy (13:00).

For more information on our guest: https://ironsidesmacro.substack.com/

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