Kevin Rendino of 180 Degree Capital joins the podcast to discuss reasons for optimism (yes, optimism) in markets and why we may have already reached “peak pain.”
Leave a CommentTag: recession
Ayesha Tariq of Keystone Consulting joins the Contrarian Investor Podcast to discuss her bearish views on the global economy and on stock markets, what investment options she prefers right now, and why work-from-home will not persist (or at least not at current levels).
Content Highlights
- The idea of a ‘Fed pivot’ away from higher rates is baseless. The Fed has no choice but to raise rates (3:01);
- What about inflation having peaked? Won’t that remove some pressure from the Fed? (8:35);
- Unemployment is due to rise, with companies soon having no choice but to lay off workers — but this won’t stop the Fed either (11:28);
- Markets had a good week. Did we have the bottom already? (13:57);
- What about commodities? A potential bright spot due to structural issues? (15:32);
- Background on the guest (21:06);
- What are some of the best options for investors in light of all this? (23:19);
- Real estate investment trusts are one good option, especially commercial real estate. Work-from-home was a phase that will be scaled back soon (26:25);
More Information on the Guest
- Website: AyeshaTariq.Substack.com;
- Twitter: @AyeshaTariq;
- CommonStock: AyeshaTariq.
Not intended as investment advice.
Quick Highlights from our YouTube Channel
Leave a CommentMike Singleton of Invictus Research joins the podcast to discuss why the current sell-off is not a buying opportunity for stocks.
Content Highlights
- Many contrarians currently believe sentiment is too bearish, meaning the market is due for a run for strong performance. Their conclusion is likely wrong (3:28);
- Regardless of what investors say in surveys, the key question is whether they have money on the line — and how much (5:50);
- Right now retail exposure to stocks is at all-time-highs, while institutional investors have cash at low levels (7:27);
- What about the economic fundamentals, which are mostly in good shape? (10:09);
- The Fed actually has credibility when it comes to tightening interest rates — and is not just ‘jawboning’ the market (12:58);
- This is partly because the Fed does a lot more communicating than it has in the past (16:40);
- Inflation has likely peaked and will start to slow, though not by enough to let the Fed ease rates (24:02);
- Background on the guest and ‘origin story’ for Invictus Research (26:54);
- What part of the business cycle are we in now? (33:23);
- What does that mean for asset classes? (35:34);
- ARK Innovation ETF (ARKK) “has been a terrific place to look for shorts — quick discussion of Cathie Wood and her predicament” (38:03);
- Bonds will become an opportunity when the Fed ‘breaks something’ and there are indications that may be happening now (40:40);
More Information on the Guest:
- Twitter: @InvictusMacro;
- Website: Invictus-Research.com.