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The Contrarian Investor Podcast

Apr 30, 2019

This year's rally in equity markets has not been equally kind to all sectors of the market. DowDupont Inc. has seen relatively muted returns this year, especially compared to the broader indices.

The company spun off Dow, its material science division, on April 1. The market has not been particularly impressed....


Apr 23, 2019

Chris Stanton, partner and chief investment officer at Sunrise Capital Partners, sat down with host Nathaniel E. Baker to discuss risks facing markets and the economy.

On the surface, the investing environment looks rather benign, with solid employment and consumer data easing recession fears. But the 2019 recovery in...


Apr 8, 2019

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...