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How To Be A Successful Contrarian Investor
Manage episode 326138935 series 3234219
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
Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics
Related Episodes
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.
489 jaksoa
Manage episode 326138935 series 3234219
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
Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics
Related Episodes
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.
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