market – Page 37 – The Contrarian Investor Podcast

Contrarian Calls, Revisited: David Neuhauser’s Bullish Call on Vista Oil

Published August 5, 2021

Presenting at the second Contrarian Investor Virtual Conference on June 3, 2020, David Neuhauser of Livermore Partners made the bullish case for Vista Oil (VIST).

Vista, “the leading pure play company in the Vaca Muerta basin,” interested Neuhauser because of its strong leadership and management, the large number of undeveloped locations in the basin and “an interesting dynamic where they have credential wells and their shale wells.” The shale wells have produced “beyond expectations,” and with oil prices rebounding there was “substantial valuethe ” in the company, he said. VIST was trading around $3 at the time of Neuhauser’s presentation.

Season 3, Episode 18: Bubbles Lurk in Sovereign Debt, Financial Engineering

Published August 3, 2021

With Michael Ehrlich, Director of Leir Research Institute at New Jersey Institute of Technology

Michael Ehrlich, director of the Leir Center for Financial Bubble Research at the New Jersey Institute of Technology, joins the podcast to discuss his views.

Dr. Ehrlich has identified two areas of concern: sovereign debt and financial engineering.

This is not his only area of interest however, as Dr. Ehrlich is passionate about early-stage venture/angel investing, which guides the discussion in the second half of the episode.

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Season 3, Episode 17: Don’t Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5% (Updated)

Published July 15, 2021

With Alfonso Peccatiello, The Macro Compass

(Adds transcript to the bottom of this page. To get the transcript sooner, and take advantage of a host of other benefits, become a premium subscriber).

Alfonso Peccatiello joins the podcast to discuss his contrarian views on inflation, bond yields, and interest rates.

The guest doesn’t buy the inflation narrative entirely, believing credit creation has peaked. We are likely to see negative economic surprises and drawdowns in risk assets starting in the fourth quarter. The yield on 10-year bonds should peak at 0.5% due to a ‘Eurofication’ of the U.S. yield curve.