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The Contrarian Investor Podcast


Apr 24, 2024

This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page.

Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities.

And of course how this all impacts his trading strategy.

Content Highlights

  • The world has undergone many changes with the US emerging as its lone superpower. That era is over (2:09);
  • China is a legitimate competitor to the US. It's just having a bad moment due to the property market. But China is not going anywhere as an economic or military power (6:07);
  • The guest's trend-following model trades 500 assets and seeks to capture medium-term changes. What he looks for to enter and exit trades (16:52);
  • One trend is lower electricity prices in Europe (19:19);
  • Populism and the latter stage of democratic government make for a potentially bearish outlook for US stocks (27:15);
  • Background on the guest (41:04);
  • Iran is still a force in the Middle East and beyond. Discussion of the weekend drone attack on Israel, which may have been an attempt at making a point (48:40);
  • As Russia's economy illustrates, sanctions are hard to enforce. There may be inherent bias in many pro-Western analysis... (53:03);
  • US fiscal problems are real. The guest says it has "something like five years" before this takes a serious toll. Artificial intelligence may postpone this however (55:45);
  • Hypersonic missiles: One area where Russia and China have an edge over the US (57:45).
More Information on the Guest