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

Published March 19, 2021

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.

MoreSeason 2, Episode 30 Transcribed: David Hunter on Why ‘The Real Melt-Up is Still Ahead of Us’
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Season 3, Episode 6: Don’t Call Tech Stocks Overbought

Published March 18, 2021

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.

MoreSeason 3, Episode 6: Don’t Call Tech Stocks Overbought
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Season 3, Episode 5: The Case for Precious Metals Miners, With Sean Fieler, Equinox Partners

Published March 4, 2021

Sean Fieler, president and chief investment officer at hedge fund firm Equinox Partners, joins the podcast to make the case for an unloved part of the equity markets: gold and silver miners.

This case is based on several variables, starting with unprecedented fiscal and monetary policy that has marked this particular epoch in global financial markets. “The idea that gold and silver wouldn’t do well in that environment are totally at odds with financial history,” says Fieler.

It goes a lot further than this, of course. Fieler discusses the variables and even presents some favorite stocks.

Content Segments
(Spotify users can click on the timestamp to link to the section directly)
  • The case for underlying gold and silver miners, including the compounding of fiscal and monetary policy. (3:03);
  • Why invest in miners rather than in the physical commodity, or futures contracts thereon? (7:26);
  • One concern with ETFs tracking prices of physical metals: the administrators are not necessarily reliable counterparties (9:00);
  • There are risks with owning miners as well, of course (11:41);
  • More information on the guest (15:17);
  • One surprising fact: West Africa is a good place to build a mine. Latin America is much more difficult (17:27);
  • Ghana’s fledgling securities market may be a good opportunity for investment (19:48);
  • One favorite stock: Endeavor Mining Corp (OTC:EDVMF) (21:35);
  • A microcap name to watch: RTG Mining (GREY: RTGGF), a copper and gold miner in the Philippines (25:19);
  • A little background on the fund, which predates the gym of the same name (27:52).
Not intended as investment advice.

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