How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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Вміст надано Money For the Rest of Us and J. David Stein. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Money For the Rest of Us and J. David Stein або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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How To Be A Successful Contrarian Investor
Manage episode 326138935 series 3234219
Вміст надано Money For the Rest of Us and J. David Stein. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Money For the Rest of Us and J. David Stein або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.
Topics covered include:
- Five attributes of successful investors
- Why does the consensus expect stagflation
- How central banks have performed in previous tightening cycles
- Three reasons central banks tightening results in a recession
- When have interest rates peaked in prior tightening cycles
- How stocks tend to do well when investors get extremely pessimistic
- What are examples of contrarian investments in the current market environment
- How contrarian opportunities involve both value and momentum
- What are some additional examples of being contrarian outside of the investment arena
For more information on this episode click here.
Sponsors
OurCrowd - Invest in pre-vetted startups
FarmTogether - Invest in farmland
Show Notes
Weekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra Investment
BofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—Bloomberg
Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics
Related Episodes
266: Using Momentum Investing and Trend Following
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
489 епізодів
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Manage episode 326138935 series 3234219
Вміст надано Money For the Rest of Us and J. David Stein. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Money For the Rest of Us and J. David Stein або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.
Topics covered include:
- Five attributes of successful investors
- Why does the consensus expect stagflation
- How central banks have performed in previous tightening cycles
- Three reasons central banks tightening results in a recession
- When have interest rates peaked in prior tightening cycles
- How stocks tend to do well when investors get extremely pessimistic
- What are examples of contrarian investments in the current market environment
- How contrarian opportunities involve both value and momentum
- What are some additional examples of being contrarian outside of the investment arena
For more information on this episode click here.
Sponsors
OurCrowd - Invest in pre-vetted startups
FarmTogether - Invest in farmland
Show Notes
Weekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra Investment
BofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—Bloomberg
Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics
Related Episodes
266: Using Momentum Investing and Trend Following
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
489 епізодів
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Схожі до Money For the Rest of Us
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
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continue reading
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Player FM - додаток Podcast
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