The Contrarian Investor Podcast: Pilot Episode

Act I: Host introduces an area of conventional wisdom in financial markets or the economy, something that has perhaps already been priced in to markets. In this case: the inverted yield curve and what it is saying about (slowing) economic growth in the U.S. (1:41) Act II: Enter the contrarian. In this case Barry Knapp of Ironsides Macroeconomics LLC. (2:20) Break: Placeholder to shout out to sponsors and tell people how and where to follow the guest and his or her research. In this case please check out the guest: ironsidesmacro.substack.com (11:20) Act III: Host attempts to play devil's advocate, questioning the contrarian's thesis . (13:25) Act IV: Actionable insights. What concrete steps might investors take if the contrarian is correct? What stocks, bonds, indexes, sectors should they look to? (23:00) Disclaimer: Nothing said here should be considered investment advice.

Om Podcasten

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.