The Contrarian Investor Podcast – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

The Contrarian Investor Podcast

Nathaniel E. Baker

Business & Entrepreneuriat

Fréquence : 1 épisode/13j. Total Éps: 100

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.

Lire plusRéduire

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇫🇷 France - investing
27/08/2026
#98

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://contrarianpod.substack.com/
51 partages
https://contrarian.supercast.com/
26 partages
https://contrarianpod.substack.com/subscribe
22 partages

https://twitter.com/barryknapp
3 partages
https://twitter.com/BobEUnlimited
2 partages
https://twitter.com/wallsthobbes
2 partages

https://www.linkedin.com/company/centerfin/
2 partages
https://www.linkedin.com/company/cmr-publishing/
1 partage
https://www.linkedin.com/company/erbe-wealth/
1 partage

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 57%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

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

Saison 7 · Épisode 10

mardi 10 juin 2025 • Durée 46:39

Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.

This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here.

Content Highlights

What are Meb Faber's view of the economy and markets? (1:34);
His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:37);
International value stocks are a particularly promising area (9:56);
Artificial intelligence (16:29);
Background on the guest (28:18);
Another contrarian take: dividends are overrated (33:59);
Tariffs: no cause for concern (39:57).

More Information on the Guest

Website: MebFaber.com and CambriaInvestments.com
Twitter/X: MebFaber
Podcast: The Meb Faber Show (iTunes link)
YouTube: The Meb Faber Show

Lire plusRéduire

Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical

Saison 7 · Épisode 9

mardi 13 mai 2025 • Durée 27:14

Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets.

This podcast episode was recorded on May 8, 2025. An 'actionable highlights' reel was published that day for premium subscribers, who also received the full podcast episode the day after recording. Sign up for premium membership packages on our Substack.

Content Highlights

The Fed last week expressed concerns about risks in the labor market. There is nothing in any of the data that bears this out yet. However, there are other ways that tariffs have had an effect (3:36);
Hull Tactical has been "close to 100% invested" and views this as a good time to be active allocating risk (6:14);
Background on the guest (10:28);
Philosophy behind Hull Tactical's investment strategy (12:45);
The danger of 'overfitting': Data will confess to anything if you torture it long enough. How to guard against it (16:51);
Blackjack and how it inspired the strategy (21:31).

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à The Contrarian Investor Podcast. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !