The Contrarian Investor Podcast
Business:Investing
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Daniel Partlow, chief risk officer at Advent Capital Management, joins the podcast to discuss convertible bonds. Partlow is a specialist in these securities, having written a book on the subject titled 'Convertible Securities: A Complete Guide to Investment and Corporate Financing Strategies.'
Content HighlightsAdditional Information
The following slides were supplied by Advent Capitaol Management.
Stock Market Expectations Getting Ahead of Economic Realities: Bob Elliott, Unlimited
The Specter of Stagflation Still Looms: Ayesha Tariq
Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital
The Trend is Your Friend. Right Now It's Positive: Enrique Abeyta, HX Research
Stock Income Will Be Key for the Next Stage of Financial Market History: Daniel Peris
Lessons From Financial History: Mark Higgins
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
US Economic Outlook 'Surprisingly Optimistic': Scott Colbert, Commerce Trust Co.
Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics
Risks Point to Downside in 2024: Kyrill Asatur, Centerfin
Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
Opportunities in Emerging, Frontier Markets: Kevin T. Carter, EMQQ Global
Opportunities in Credit Markets with Tom Carney, Weitz Investments
Stocks, Bonds to Rally in Q4: David Hunter
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Hard Landing for the US Economy, Mild Recession to Spare Emerging Markets: Ayesha Tariq
Diamonds as an Asset Class: Concepts, Contrarian, Catalysts, With Cormac Kinney
Some Disparate 'Best Ideas' for the Rest of 2023: Brooker Belcourt
The Economy's Soft-Landing Will Be Short-Lived: Peter Kraus, Aperture Investors
Investor Confidence Is Fast Approaching 'Invulnerable Extremes': Peter Atwater
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