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The Contrarian Investor Podcast


Apr 25, 2022

This podcast episode was released to premium subscribers -- without ads or announcements -- on April 19, 2022. To become a premium subscriber and take advantage of a host of other benefits, go here or visit our Substack.

Edward Olanow, portfolio manager and director of investment solutions at Weiss Multi-Strategy Advisers, joins the podcast to supply a surprisingly bullish outlook on the economy and on certain segments of the stock market.

Content Highlights

  • Reasons for optimism: Given the Fed and external shocks, GDP remains high and there is still a backlog of orders and millions of unfilled jobs (3:15);
  • The Fed's talk about 0.75% interest rate hikes is "just jawboning" (5:33);
  • The era of 'buy & hold' is over; investors need to be more nimble (8:25);
  • The house view at Weiss is that Nasdaq stocks will have a tougher time than other segments of the market (10:40);
  • The war in Ukraine: in all likelihood risks are localized at present, judging by gold and energy prices (14:25);
  • Background on the guest (18:40);
  • What are dispersion trades and how do they work? (20:34);
  • Why this may be a good time for this strategy -- and a 'turning point' for alternatives managers in general (26:27);
  • Where all this leaves fixed income and the bond market: Fixed-income is less forward-looking than people think... (29:55);
  • What Olanow and Weiss monitor for inflation (32:31);

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