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Tag: economy

Season 2, Episode 30 Transcribed: David Hunter on Why ‘The Real Melt-Up is Still Ahead of Us’

This transcript was made available immediately after the episode aired to premium subscribers. Become one here for just $9/month or $99/year, or $199 lifetime and get a host of other benefits including the new daily podcast released each market morning by 7 a.m. 

Update: David just guested on another episode of this podcast, which is now available to premium subscribers, where he updates his views.

David Hunter of Contrarian Macro Advisors rejoined the podcast to update listeners on his vision of a “parabolic melt-up” in risk assets that will presage the next market crash.

Nathaniel E. Baker 0:36
I am here with David Hunter of the contrarian macro advisors, and author of the Contrarian Value Advisor newsletter. David, thank you so much for rejoining the Contrarian Investor Podcast. This is your third visit, which if I’m not mistaken, you are the first three time guests, so congratulations on that.

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Season 3, Episode 6: Don’t Call Tech Stocks Overbought

With Shana Sissel, CIO, Spotlight Asset Group

Shana Sissel, chief investment officer of Spotlight Asset Group, joins the podcast to discuss her bullish outlook on technology stocks and other views on the markets.

Just because tech stocks might not be overbought (yet) doesn’t mean there aren’t sections of the markets that are frothy. Take SPACs for example. That is sure to end badly.

Sissel also has some views on working from home, why there aren’t more women in professional investing, GameStop, and which cities in the U.S. have the best pizza, among other things.

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Season 3, Episode 4: Contrarian Stock Picks in Health Care, Tech, Travel

With Twitter’s Ze Contrarian (@ZeContrarian7)

A few segments of this episode contain adult language. Listener discretion is advised.

“Ze Contrarian,” a well-known and well-followed fintwit investor (Twitter handle: @ZeContrarian7) joins the podcast to discuss his investment philosophy and provide several stock picks for listeners.

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