The Contrarian Investor Podcast
Business:Investing
This podcast episode brought to you by Covey -- Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.
Todd Sullivan of ValuePlays.com rejoins the podcast to discuss oil markets and the investment case for cannabis.
Sullivan's call for $100 oil last year turned out to be prescient. Oil prices have retreated from their peak, but that will be short-lived, he says...
(This episode was recorded Sept. 22, before the recent rebound in oil prices. Premium subscribers get an early actionable highlight clip of the podcast along with earlier release of the full episode -- and a host of other benefits. More on our Substack or Supercast.)
Content HighlightsStock 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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