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The Contrarian Investor Podcast

The Contrarian Investor Podcast

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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.

Recent Episodes

  • International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber

    2 months ago

  • Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical

    3 months ago

  • Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk

    3 months ago

  • Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital

    5 months ago

  • Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst

    5 months ago

  • Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust

    5 months ago

  • Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors

    5 months ago

  • AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

    6 months ago

  • Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital

    6 months ago

  • The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics

    7 months ago