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Season 1, Episode 23: Andrew Redleaf on Today’s Low-Rate, Low-Growth, Restricted-Access-to-Capital World

Andrew Redleaf is best known as the founder of Whitebox Advisors, a hedge fund that at its peak managed $6 billion. He joins the podcast to discuss his thesis that the world is increasingly bifurcated between those who have access to cheap capital and those who do not.

Content:
The contrarian take on low interest rates (2:33). Who has access to capital (5:16)? Small banks an outlier (7:28). The macro outlook (9:02). Andrew’s “origin story” (12:10). Cultural elements of financial markets (19:11). Biggest concerns facing markets and best ideas (23:20).

Not intended as investment advice.

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Season 1, Episode 20: No Recession Imminent

Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his background and how he came to start his investing service.

Content:
Labor markets, consumer spending speak to strong economic currents in the US (0:46). The bullish case for financial stocks (2:55) and United Rentals (6:04). Semiconductors should do well (9:49). Adam’s background and how he came to start Bullseye Brief (14:23). Ideas in biotechs (19:07).

More information about Bullseye Brief: www.bullseyebrief.com

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Season 1, Episode 19: The Need for Non-Consensus Investing, With Rupal J. Bhansali

Developing contrarian investing ideas is not a luxury, but a necessity in today’s market.

Rupal J. Bhansali joins the podcast to discuss her just-published book “Non-Consensus Investing: Being Right When Everyone Else is Wrong.”

Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the book, some of its most valuable lessons for stock analysts, and why investors should eschew FAANG stocks for a new acronym: MANG (Michelin, Ahold, NTT Docomo, Glaxosmithkline).

Content:
The need for developing non-consensus views (2:20), focusing on balance-sheet risk rather than earnings (3:50), “kicking the can down the road” is not an option (6:27), FAANG vs. MANG (7:27), a special message to young women (12:20)

More information on the book available here.

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