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The Contrarian Investor Podcast

De: Nathaniel E. Baker
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  • Resumen

  • 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.
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Episodios
  • Gold Prices Set to Move (Even) Higher: Dana Samuelson

    Gold Prices Set to Move (Even) Higher: Dana Samuelson
    Jul 25 2024

    Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year.

    This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming a premium subscriber -- and the host of other benefits it involves -- visit our Substack.

    Content Highlights
    • Gold is trading right near all-time highs. Can there really be more room for upside? (1:48);
    • One thing missing from the equation for still higher gold prices is interest rate cuts... (3:36);
    • Another thing missing is fear in the market (5:07);
    • Gold has rallied 20% so far this year. A Fed rate cut will supply another 10%. $3000/oz. gold is in sight... (8:36);
    • What of the argument that there's no tangible use for gold? (11:20);
    • Why gold coins are preferable to bars (14:30);
    • Background on the guest (19:39);
    • Quarters and dimes vintage 1964 are 90% silver (26:40);
    • View on digital currencies and Bitcoin. There is a place for it... (33:20);
    • How much of one's portfolio should be earmarked for gold and precious metals? (37:15)
    More Information on the Guest
    • Twitter/X: @DanaSamuelson99;
    • LinkedIn: @American-Gold-Exchange-Inc;
    • Website: AmerGold.com;
    • YouTube: AmericanGoldExchangeAustin.
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    41 m
  • The 'Stoic Investment' Primer, With Darius Foroux

    The 'Stoic Investment' Primer, With Darius Foroux
    Jul 2 2024

    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.
    Not investment advice.
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    51 m
  • US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital

    US Economy Too Strong for Fed, Where to Invest Now: Leo Schmidt, River Eddy Capital
    Jun 14 2024

    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.

    This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions.

     Content Highlights
    • "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 cut 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).
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    50 m
Economía Finanzas Personales
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The Best Financial Podcasts Going

As someone always trying to think 2 steps ahead and often against the herd as part of my job I’ve found this podcast a tremendous resource.

Mr. Baker’s thoughtful questions and terrific guests cover a variety of topics, all of them useful to investors.

I never know what will be covered but I always come away learning something, often actionable.

His latest podcast was arguably the best one yet! The Concorde example given by the guest I hope to remember for years, I’ve already sent it to several friends and colleagues.

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