Preview Mode Links will not work in preview mode

The Contrarian Investor Podcast


Dec 21, 2021

This podcast episode was recorded on Dec. 15 and released to premium subscribers that same day without ads or announcements. To become a premium subscriber and take advantage of this benefit and a host of other services (including the Daily Contrarian briefing and podcast released each market day morning) go to ContrarianPod.substack.com or Contrarian.Supercast.tech to subscribe.

There is a special 40% year-end discount on new memberships through Dec. 31! 

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode.

Nothing here is intended as investment advice.

Content Highlights
  • Worch’s contrarian call: We’re still in a secular bull market (4:14);

  • Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05);

  • Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25);

  • Many people are bearish. Too many (15:33);

  • How Worch Capital is positioning its portfolio and some favorite names (20:45);
  • A brief discussion about inflation (28:09).
More Information on the Guest