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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 or to subscribe.

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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