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The Contrarian Investor Podcast


Dec 27, 2023

This podcast episode was recorded Dec. 20, 2023 and made available exclusively -- without ads or announcements -- for premium subscribers that same day. This is just one of the benefits of becoming a premium subscriber. The others are detailed on our Supercast or Substack pages.
 
Kyrill Asatur, co-founder and CEO of Centerfin, re-joins the podcast to discuss his views going into 2024 and the likelihood there won't be a 'soft landing' for the economy next year.

Content Highlights
  • Consensus estimates for 2024 are going to be wrong, just like they were for this year and every year before it (2:12);
  • Coming in to this year the banking sector was a concern, though as it turned out for the wrong reasons (4:39);
  • The catalyst for the reversal this fall and the new, dovish Fed (7:26);
  • The contrarian call is that they're won't be a soft landing -- or a stock market crash (11:44);
  • Possible explanation for the 'Fed pivot' (16:48);
  • How the guest is allocating assets going into 2024 (23:56);
  • Artificial Intelligence (AI) discussion (29:02).
More on Kyrill Asatur and Centerfin:
This podcast is for informational purposes only. Nothing here is intended as investment advice. Do your own research, make your own decisions.