The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets
Ethan Widell, senior analyst at Ironhold Capital, joins the podcast to discuss the case for Indian stocks.
The country is currently suffering under record cases of coronavirus, with horrific humanitarian consequences. This has understandably weighed on investors’ minds. But there are other transformations underway in India’s economy that make the investing prospects exciting in the long run.
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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 did 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 2:03
Siddharth Singhai of Ironhold Capital hedge fund here in New York. Thank you so much for joining the Contrarian Investor Podcast today. You’re here because you have a some views that are that are quite contrary, affecting a couple of different sectors of the market and of the economy. And these are two sectors here, auto manufacturing, and semiconductors that are cyclical. And if you’ve been paying any attention at all, to the economy, as we all know, the COVID crisis has kind of exacerbated and maybe accelerated the end of the business cycle, some would say to where a recession is effectively now, just just about a priced in, and the question very much becomes how we can get to grow again, In the future, and how long it will take before we attain any levels of growth that would positively affect these cyclical industries. Yeah. So from that perspective, it’s quite contrary. And I’m quite happy to have you on and talk a little bit about this. So let’s maybe start there and tell me why you like these particular industries.
Siddharth Singhai of Ironhold Capital joins the podcast to discuss his views of semiconductor manufacturers and auto parts suppliers. He also shares his bullish views on industry sectors in his native India.
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Not intended as investment advice.
