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Season 2, Episode 12, Transcribed: The Next Stage of the ‘Market Melt-Up’ With David Hunter

Published May 6, 2020

Nathaniel E. Baker 0:36
David Hunter, Chief macro strategist at contrarian macro advisors. You were on the show last summer in August if memory serves, and you told listeners about your idea that there would be a dramatic melt up that would be caused by central bank liquidity, injections and other measures. And anybody who’s been paying attention to markets in the last couple of weeks, could reasonably point out that this is exactly what’s happened here with the Fed, and other central banks, mainly the Fed, stepping in to combat the coronavirus impact, and unleashing all kinds of liquidity. So, I guess that would be the first question for you is where we stand with this. And if this is indeed the start of this melt up?

David Hunter 1:37
Sure. Yeah, I think this is definitely the start of what I think will eventually become a parabolic melt up into a secular top. And in all honesty, when we talked last, I guess, late August, I didn’t anticipate the coronavirus by any means and didn’t anticipate that we’d get down under 2200 on the S&P, I thought we might in fact in January, February, March. I was talking about January, February, early March, I was talking about a correction back to 3000, maybe 2900. But I certainly didn’t see the the cascade that we we got. So, you know, the coronavirus certainly affected the path. But my target of 4000 plus on the S&P, which I had last summer is still my target today. We had another leg down. It took us down to a deeper bottom. But I think it didn’t change the fact that we are going to have this final melt up into a secular top, a top that I expect to be the high watermark for decades to come.

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Contrarian Investor Virtual Conference No. 2 Set For June 3, With Special Discount For Listeners

Published May 5, 2020

The Contrarian Investor Podcast, in partnership with ValueWalk.com, will host its second virtual investment summit on Wednesday at 9:30 a.m..EST. The event will last about two hours and feature exclusive stock picks from contrarian investors.

Buy tickers here. There is a special discount for listeners of this podcast: Add the promotional code “contrarianpod” at checkout to receive an extra 10% off.

Ten percent (10%) of proceeds from this event will be donated to the CDC Foundation to help the emergency response to the coronavirus.

Read about the inaugural event here and how the ideas presented moved markets, creating an instant payoff for attendees who acted quickly!

How it works: A select group of investment professionals will present one (1) fresh stock pick each. These ideas must be contrarian in nature to qualify. Presenters get up to 20 minutes to introduce their idea, including slide decks if necessary. They are then asked to talk through some details by Nathaniel Baker, host of the podcast. Finally, audience members can ask questions through the webinar’s interface. Presentation materials, video recording of the event and contact information will be made available to attendees.

Not sure about your finances or schedule? We understand – tell us and you can receive a full refund up to the day before the conference.

Featuring the following presenters*:

  • Grizzly Research founder- Identity will be revealed in podcast and interview in the week before the Conference: short equity.
  • Jonathan Boyar of Boyar Value Group will present a high conviction long idea.
  • Andreas Aen, Symmetry Invest A/S: a stock pick in the “mini conglomerate” space.
  • David Neuhauser, Livermore Partners: long idea, metals and mining.

Attendance is limited. First come/first serve. 

Interested parties may email info@valuewalk.com or call +1-973-685-6523 for more information.

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Shares of Akazoo, Silvercorp Sell Off On Reports From Inaugural Contrarian Investor Virtual Podcast

Published April 21, 2020

The Contrarian Investor Podcast, in partnership with ValueWalk, hosted the inaugural virtual conference before market open on Monday, April 20. A recording of the event is available on our new YouTube channel (and viewable at the bottom of this page).

Shares of Akazoo sold off sharply after the presentation from Gabriele Grego of Quintessential Capital Management that kicked off the event. “We believe Akazoo is a scheme orchestrated by management to profit while egregiously deceiving investors,” Grego said during the presentation. “We see signs of very suspicious accounting manipulation,” including cash inconsistencies and “a total lack of income taxes.”

Update: On May 21, an Akazoo special committee of independent directors announced that management and associates “participated in sophisticated multi-year fraud.”

Silvercorp Metals also sold off in the pre-market after the presentation by Nathan Anderson of Hindenburg Research.

Maj Soueidan of GeoInvesting LLC, a previous guest on this podcast, said he was bullish on shares of Intouch Insight. The customer experience company’s stock has sold off after coronavirus, which Soueidan says is an opportunity to build a position. He has a target of about $3 for the stock, which was trading around 27 cents a share at the time of his presentation.

Matt Zabloski, another guest on the podcast, gave the final presentation of the event, saying he was long shares of Vale, a Brazilian iron ore producer.

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