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Contrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’

Published October 22, 2021

After stocks sold off last September (sound familiar?), Contrarian Macro Advisors’ David Hunter assured listeners the real stage of the melt-up in risk assets was still ahead. “This does not take away the melt-up scenario,” Hunter said of the September swoon, “In fact, this is kind of a fake out, sell off … I do think we’re going to regroup, and we’ll see the melt up later this year.”

See for yourself:

MoreContrarian Calls, Revisited: David Hunter on Last September’s ‘Fake-Out Sell-Off’
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Season 3, Episode 23: The Long Term Bull Case for Oil (Updated)

Published October 7, 2021

With Todd Sullivan, ValuePlays.com

(Updates with third video below).

Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.

The guest also provides his favorite stocks — all portfolio holdings of his — for investors to take advantage of this trend.

Content Highlights

  • Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);

  • What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);

  • Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
  • The three energy names he really likes right now (18:51);

  • Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. “Nothing could be further from the truth.” (25:28);

  • Why transport companies are more of a pure-play on energy prices than drillers (29:30);

  • $100/barrel oil is a “realistic scenario” and prices could stay high after that as the macro outlook remains constructive (37:17);

  • The bullish outlook for the cannabis industry in the U.S. — this will be the topic of a future episode (42:49).
MoreSeason 3, Episode 23: The Long Term Bull Case for Oil (Updated)
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Season 3, Episode 19: When Investors Become Gamblers — And Why It’s Happening Now

Published August 17, 2021

With William L. Silber, Author of ‘The Power of Nothing to Lose: The Hail Mary Effect in Politics, War, and Business’

William L. Silber, author of the book ‘The Power of Nothing to Lose: The Hail Mary Effect in Politics, War, and Business,’ joins the podcast to discuss his thesis that individuals, including investors, can become reckless gamblers if they have nothing to lose.

Silber has a career dating back to 1966 in academia and Wall Street. His comments are pertinent in the present day of cryptocurrencies, the ‘retailization’ of options trading, NFTs, and meme stocks, among others. So is his recommendation (not investment advice) to reduce risk exposure.

Content Highlights

  • When people have downside protection and limitless losses, “they tend to become reckless and almost gamblers” (3:48)

  • Rogue traders and the skewed payoff that makes them go rogue (14:41);

  • What to make of the present day and investors’ collective risk appetite, especially regarding meme stocks? (17:32);

  • Background on the guest (24:55);

  • A valuable lesson learned at Odyssey Partners in the 1980s: what’s an exit strategy? (27:47);

  • Is this a time for investors to reduce risks and sell stocks? (30:26);

  • Precious metals and their place in a modern portfolio (36:52);
MoreSeason 3, Episode 19: When Investors Become Gamblers — And Why It’s Happening Now
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