stocks – Page 5 – The Contrarian Investor Podcast

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

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.

The ‘Stoic Investment’ Primer (Szn 6, Epsd 11)

Published July 2, 2024

With Darius Foroux

Darius Foroux, author of the upcoming book ‘The Stoic Path to Wealth,’ joined the podcast to discuss his, well, stoic approach to investing.

This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day — without ads or announcements. For more information on premium subscriptions, visit our Substack.

Content Highlights

How interest in philosophy rekindled his interest in investing after the great financial crisis (1:32);
A brief introduction to stoicism, a 2,300 year-old philosophy that is distinct from cynicism (4:08);
How to apply this to investing (6:14);
Isn’t investing in indexes just the best way to go? (12:38);
The ’90/10′ portfolio allocation: 90% in the S&P 500, 10% in individual stocks (17:24);
The Dutch Stripe, trades in Amsterdam and on Pink Sheets (18:06);
Background on the guest (28:54);
The guest’s second individual stock holding. Listeners will have heard about this one (33:01);
How does a stoic combat FOMO (41:41).

More Information on the Guest

Website: DariusForoux.com;
Twitter: @DariusForoux;
Instagram: @DariusForoux;
YouTube: @DariusForoux.

Quick Video Highlights From Our YouTube Channel

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).