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Tag: Enrique Abeyta

The Trend is Your Friend. Right Now It’s Positive (Szn 6, Epsd 6)Podcast episode cover art feat Enrique Abeyta

The Trend is Your Friend. Right Now It’s Positive (Szn 6, Epsd 6)

Published April 5, 2024

With Enrique Abeyta, HX Research

Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns are overdone, and to provide one stock pick — and it’s not Nvidia, though he does discuss that at some length.

Some mature language is used at a few points. Sensitive listeners should be advised. 

The guest’s microphone setup is significantly better than the host’s so don’t get discouraged by the host sounding like he’s hiding in a cave at the open.

Content Highlights

  • Trends are underrated. Many investors don’t respect them or understand what they mean. The current trend is clearly long-term bullish for stocks (2:21);
  • However over the short term there could (probably will) be a pull back — as appears to be happening the week after recording (5:24);
  • On the whole, however, the outlook is very constructive. So constructive that the guest has only seen this clarity 10 times or less in his 30-year career (12:30);
  • When it comes to the Federal Reserve, there is a strong possibility interest rate policy stays roughly the same… (15:36);
  • Contrarian take: there’s no need to worry about commercial real estate: (19:00);
  • Regional banks presented an opportunity a year ago. New York Community Bancorp (NYCB) is not an opportunity now (23:54);
  • Views on Nvidia (NVDA): not super constructive (28:20);
  • One long term idea: Independent power producer Talen Energy (TLNE), owner of a nuclear power plant. The company recently emerged from bankruptcy (34:51).

More on the Guest

Quick Video Highlights from our YouTube Channel

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Szn 3, Ep. 28: The Market Doesn’t Care About Omicron or Inflation

Published December 6, 2021

With Enrique Abeyta, Empire Financial Research

This episode uses mature language. Discretion is advised for listeners that may be sensitive to this type of thing.

Enrique Abeyta of Empire Financial Research rejoins the podcast to discuss his views on the omicron strain of Covid-19 and inflation, and share his excitement about the metaverse.

Meta, the company formerly known as Facebook, could become the world’s first $5 trillion enterprise.

Not intended as investment advice. 

Content Highlights

  • The market didn’t go down because of omicron or because of what the Fed chair said. What caused the selling instead (5:09);
  • Omicron is not the first Covid strain. It won’t be the last. Society and the economy have been able to deal with the variants (6:28);
  • Inflation is another boogey man (8:10);
  • The spike in the VIX is more noteworthy — and a bullish indicator for stocks (12:39);
  • What about gold? (16:56);
  • The metaverse: It’s already here. People just don’t realize it yet (24:07);
  • Meta, the stock formerly known as Facebook, is as good a way as any to profit from these developments (27:29);
  • Oil and gas “could go to the moon” (39:52).

More Information on the Guest

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S2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets

Published September 8, 2020

With Enrique Abeyta, Empire Financial Research

Moderator 0:02
Welcome to the Contrarian Investor Podcast. We give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. guests were not compensated for the appearance, nor do they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:48
Enrique Abeyta, editor at Empire Fnancial Research, which is a publication house put together by Whitney Tilson last year, if I’m not I’m mistaken. But you have a lot of experience in investing, including managing your own hedge fund. And you have a lot of views that are quite outspoken and in many ways quite contrarian, which is why I wanted to have you on the podcast. And so thank you for having for taking the time. So I’m not sure where we should start because we did a previous call and I learned that you are very contrarian on a wide range of issues. So maybe let’s try this. What do you think is the market getting the most wrong at this time?

MoreS2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets
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