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Season 3, Episode 13: The Rise of Retail Investors

With Gav Blaxberg, WOLF Financial

Gav Blaxberg of WOLF Financial joins the podcast to discuss his views of the retail investors who have been pushing stocks like GameStop and more recently AMC.

Blaxberg’s research on this phenomenon predates the GameStop brouhaha. He has reasons to believe retail investors have been gaining in power and will be a growing force to reckon with when it comes to major movement, especially among small cap stocks.

Content Highlights:
(Spotify users can click on the timestamp to link to the segment in question)
  • What happened with GameStop was not an anomaly. Expect more where that came from (3:47);
  • The trend did not start with GameStop, but can be traced to the ‘Kodak movement’ (5:07);
  • Institutions still have more capital and control more of public companies’ shares. How are smaller retail investors able to move these stocks? Even small caps? (8:23);
  • The return of retail investors, which hasn’t been seen since the heady days of the dot-com doom, can be traced in large part to commission-free trades (10:37);
  • Quick segue after the guest mentions he gets 9% APR on his blockchain-linked savings account — in USD (14:25);
  • Background on the guest and how he came to start WOLF Financial (20:42);
  • Twitter remains the most actionable social media platform when it comes to moving stocks. Everything else is a distant second. Yes, even Reddit (32:30);
  • So what stocks are popular on social media right now? It’s still growth stocks. Some examples (36:34);
  • What stocks have potential but don’t do enough (or anything on social media) and could boost their popularity with retail investors if they changed this? Some examples (39:34).
More Information on the Guest

Not intended as investment advice.

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Season 2, Episode 19, Transcribed: Picking Spots in Interest Rate, Volatility Markets With Chris Nicholson

Moderator 0:02
Welcome to the Contrarian Investor Podcast. We give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. Guests were not compensated for their appearance, nor do they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 0:36
Chris Nicholson, independent Portfolio Manager. based here in New York, you have a long career most recently at the hedge fund Iron Harbor Capital. And you have a pretty broad cross disciplinary look at assets and geographies. You did a stint in China I know, which I think is valuable now in the present day, considering all the volatility that we’ve seen, and everything that’s happened just from from the COVID crisis alone, but there are other broad forces at work. So maybe we could just start and just for you to get your, to get your views on the market on economies, and how you see things.

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Season 2, Episode 19: Picking Spots in Volatility, Interest Rate Markets, With Chris Nicholson

Hedge fund portfolio manager Chris Nicholson joins the podcast to discuss his outlook on volatility, interest rates, and other markets.

Forecasting these assets has become increasingly problematic in recent years, but there are a few things Nicholson looks to in an effort to identify opportunities for arbitrage.

Content:

  • U.S. equity prices are determined largely by two axes (3:40);
  • Inflation expectations have been, well, inflated. This speaks for the relative value of certain bonds (7:03);
  • What drives inflation anyway? (11:38);
  • Where to look in currencies (19:05);
  • Nicholson’s Number One recommendation for investors: take the cheap borrow. Where to put it is the question (21:40);
  • Sometimes being contrarian is not the smart move. This may be one of those times, at least in FX markets (23:38);
  • China and the yuan versus the Japanese yen (29:24);
  • Equity markets in the U.S. and Japan (33:06);
  • The portfolio manager’s concern about a second wave of COVID (35:40);
  • Other issues that could be catalysts in 2020 (40:39);
  • How to trade these views (46:18);

For more information on the guest:

Not intended as investment advice

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