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S2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets

Published September 8, 2020

With Enrique Abeyta, Empire Financial Research

Moderator 0:02
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 do 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 2:48
Enrique Abeyta, editor at Empire Fnancial Research, which is a publication house put together by Whitney Tilson last year, if I’m not I’m mistaken. But you have a lot of experience in investing, including managing your own hedge fund. And you have a lot of views that are quite outspoken and in many ways quite contrarian, which is why I wanted to have you on the podcast. And so thank you for having for taking the time. So I’m not sure where we should start because we did a previous call and I learned that you are very contrarian on a wide range of issues. So maybe let’s try this. What do you think is the market getting the most wrong at this time?

MoreS2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets
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Season 2, Episode 23: The COVID Disconnect And The Coming ‘Melt Up’ In Markets

Published July 28, 2020

With Enrique Abeyta, Empire Financial Research

The evolution of media has led to a “disconnect” between the reality of coronavirus and public perception of the pandemic, according to Enrique Abeyta of Empire Financial Research.

“We are on the precipice of COVID almost being over, or functionally as a major impact on society, mortality, etc.,” says Abeyta. This, along with unprecedented liquidity injections by the Federal Reserve, will lead to a melt-up in global financial markets.

Highlights:

  • The disconnect in popular political and economic analysis and the actual situation with COVID in the U.S. (4:38);
  • Look at the numbers in aggregate; they are clearly declining (8:52);
  • The war on COVID is almost over and the coronavirus could effectively be over “in six weeks” (12:52);
  • What does all this mean for investors? Look at gyms and movie theaters (16:07);
  • A simple options strategy to play the coming melt-up that looks a lot like 1999 (18:07);
  • Three contrarian views and why the coming melt-up will be the best investing and trading environment in a generation (24:48);
  • Background on the guest (27:33);
  • How do you get your ideas? (39:28);
  • The “V-word” and why it doesn’t matter and doesn’t work (41:10);
  • The case for Match.com (42:48);
  • “Shorting sucks” (45:04);
  • Asset management is a religion (49:21);
  • Short discussion of risks (51:12).

More Information on the Guest

Not intended as investment advice.

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