oil – The Contrarian Investor Podcast

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)

Podcast episode cover art feat Tony Greer

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)

Published October 1, 2024

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.

Content Highlights

Why energy commodities, precious and base metals are all set up to rally (1:31);
China’s stimulus package boosted industrial metals. The bounce should not be limited to the short term… (4:57);
There are a number of ways to express the ‘long commodities’ trade. ETFs may be the simplest… (8:59)
The bullish case for uranium (10:37);
Don’t fade the AI story (14:20);
The inevitable cryptocurrency discussion (17:04);
Background on the guest (22:30);
Listener question: What’s the inflection point for a move higher in industrial commodities? (26:10);
Election discussion (28:17).

Quick Video Highlight From Our YouTube Channel

Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

Published August 6, 2024

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.

This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day — without ads or announcements. More information on premium subscriptions is available here.

Content Highlights

The view of the bond market has changed with the Fed (1:18)
The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it… (3:18);
The 10-year yield should drop to the 3% range “by this time next year” (4:43);
Small caps have recovered lately but the guest is less bullish there (9:31);
Technology stocks are much better positioned than in previous cycles (10:56);
Municipal bonds may also present an opportunity… (15:41);
Background on the guest (20:05);
Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
The political outlook and its impact on markets (25:51).

For more information on the guest visit the website OlivierGroup.com.

US Economy Too Strong for Fed, Where to Invest Now (Szn 6, Epsd 10)

Published June 14, 2024

With Leo Schmidt, River Eddy Capital

Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a ‘stagflation lite’ environment.

“Labor markets are way too hot.” There will be “no landing” (1:48);
Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59);
‘Stagflation lite’ (8:31);
Our views of credit creation are outdated. The shadow banking system has replaced commercial banks as the primary source of credit. What this means (11:59);
The Federal Reserve probably needs to raise rates. Could they? Probably not — this year (22:21);
What does an investor do now? First up: Stocks that are AI/Nvidia (NVDA) plays. Celestica (CLS), Flex (FLEX), Sanmina (SANM), Jabil (JBL) (27:51);
Pharma spin-outs: Haleon (HLN), Kenvue (KVUE), Organon (OGN), Viatris (VTRS) (31:54);
Dollar stores, especially Dollar Tree (DLTR), are poised to outperform once there is an economic slowdown (39:07);
The bullish case for pipeline companies (46:59).