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Tag: economy

Season 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business

Published December 10, 2020

Also: an assessment of the cannabis industry from an investing viewpoint.

Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery.

Eventually, “the music will stop” and stock markets will see more sellers than buyers. To protect themselves, investors should seek recession-resistance sectors of the economy and try to access their own cash flows.

MoreSeason 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business
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Season 2, Episode 35: How Bubbles and False Narratives Made Financial Markets

Published November 25, 2020

With Jamie Catherwood, Author of InvestorAmnesia.com

With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely.

Jamie Catherwood, the author of InvestorAmnesia.com and a self-proclaimed financial history nerd, is a perfect guide to this discussion.

We discuss booms in treasure hunting, bicycles, railroads, breweries, and of course tulips (which it turns out was greatly exaggerated. The guest debunks this).
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Season 2, Episode 33: Watch for ‘Blue Wave,’ Followed by Rotation Into Value Stocks

Published November 1, 2020

With Scott Colbert, chief economist, Commerce Trust Company

Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the Contrarian Investor Podcast to discuss the state of the economy on the eve of the 2020 U.S. presidential election. 

In Colbert’s view, the economic recovery is “square root” shaped, with a quick bounce from the bottom followed by “the lazy L that comes after the easy V-part.” Politically, he anticipates a Biden victory and return of the Senate to democratic control. This will eventually lead to a higher tax rate for corporations, which together with a coronavirus vaccine will cause a rotation into value stocks.

MoreSeason 2, Episode 33: Watch for ‘Blue Wave,’ Followed by Rotation Into Value Stocks
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