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How To Be A Successful Contrarian Investor

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Manage episode 326137464 series 2137790
Innhold levert av Money For the Rest of Us and J. David Stein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money For the Rest of Us and J. David Stein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.

Topics covered include:

  • Five attributes of successful investors
  • Why does the consensus expect stagflation
  • How central banks have performed in previous tightening cycles
  • Three reasons central banks tightening results in a recession
  • When have interest rates peaked in prior tightening cycles
  • How stocks tend to do well when investors get extremely pessimistic
  • What are examples of contrarian investments in the current market environment
  • How contrarian opportunities involve both value and momentum
  • What are some additional examples of being contrarian outside of the investment arena

For more information on this episode click here.

Sponsors

OurCrowd - Invest in pre-vetted startups

FarmTogether - Invest in farmland

Show Notes

Weekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra Investment

BofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—Bloomberg

Hot Economy, Rising Inflation: The Fed Has Never Successfully Fixed a Problem Like This by Jon Hilsenrath and Nick Timiraos—The Wall Street Journal

Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics

Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Clayton M. Christensen, Scott D. Anthony, and Erik A. Roth

Related Episodes

261: Is Value Investing Dead?

266: Using Momentum Investing and Trend Following

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

492 episoder

Artwork
iconDel
 
Manage episode 326137464 series 2137790
Innhold levert av Money For the Rest of Us and J. David Stein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money For the Rest of Us and J. David Stein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.

Topics covered include:

  • Five attributes of successful investors
  • Why does the consensus expect stagflation
  • How central banks have performed in previous tightening cycles
  • Three reasons central banks tightening results in a recession
  • When have interest rates peaked in prior tightening cycles
  • How stocks tend to do well when investors get extremely pessimistic
  • What are examples of contrarian investments in the current market environment
  • How contrarian opportunities involve both value and momentum
  • What are some additional examples of being contrarian outside of the investment arena

For more information on this episode click here.

Sponsors

OurCrowd - Invest in pre-vetted startups

FarmTogether - Invest in farmland

Show Notes

Weekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra Investment

BofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—Bloomberg

Hot Economy, Rising Inflation: The Fed Has Never Successfully Fixed a Problem Like This by Jon Hilsenrath and Nick Timiraos—The Wall Street Journal

Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics

Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Clayton M. Christensen, Scott D. Anthony, and Erik A. Roth

Related Episodes

261: Is Value Investing Dead?

266: Using Momentum Investing and Trend Following

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

492 episoder

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