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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
 
We break down some of the most important ideas in finance to help us make better investment decisions. Disclaimer: This podcast was recorded in 2018. The views expressed in this recording are the personal views of the participants as of the date indicated and do not necessarily reflect the views of AQR itself. AQR and its affiliates may have positions (long or short) or engage in securities transactions that are not consistent with the information and views expressed in this presentation. Th ...
 
Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories. American Funds Distributors, Inc., member FINRA.
 
Insights & Ideas pushes past hype, headlines and jargon to give you a practical take on market news and trends. Each episode features a lively conversation with Schwab financial experts who unpack complex ideas and spotlight what’s relevant for you, the investor, right now. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.
 
Presentation and Sales skills are fundamental to business success. We present ourselves, our company, our products/services all the time - client interactions, sales pitches, product demos, at events, webinars, internal and investor briefings etc…With the help of an array of high profile global guests this podcast aims to help you deliver better presentations that combined with enhanced sales skills convert into more sales.Show host Trevor Lee is a presentation and sales coach and fills a ga ...
 
Listen to our new series which explores some of the issues and ideas important to our community. In it, we look at broad societal issues, zoom in on what specific industries are doing and look at where businesses are driving societal change.
 
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Have you noticed how you can have spurts of enthusiasm for certain tasks but then struggle to maintain those spurts? This might include making calls to existing or potential new clients where you know it’s something you ought to be doing but you’re always finding ways of avoiding it convincing yourself that other things have a priority when actuall…
 
Face ripping short squeezes, IPO madness and SPAC-Taculars. Yellen is all in on debt financed stimulus and that made for a nice week for equities. Plus our guest for this episode, Steve Sanders, EVP of Interactive Brokers. Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers Group, Inc. His primary […]…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his view on "policy tremors" that could upend economic and risk asset growth in 2021. (B…
 
Chances are we are all using Zoom, Teams, Hangouts etc… more than ever before. So 10 months or so since the first lockdown how are we doing? Are we getting better? Or do our Zoom meetings feel a bit chaotic with some delegates finding it hard to get involved as the meetings are dominated by the interrupters and the strong characters. Paul Hills rec…
 
Another $1.9 Trillion Stimulus deal in the works – will it ever end? Major markets slipped for the week as employment concerns are slipping back toward the million/week mark. And earnings season begins – banks disappoint. Plus – a look at what happens with overconfidence. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractiv…
 
Economist Eric Lonergan discusses his book, “Angrynomics,” which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coauthor Mark Blyth, also offers some unconventional solutions, as Capital Group’s Matt Miller reveals in this wide-ranging interview. For industry-leading i…
 
Joseph Fung is a serial entrepreneur who is now on his 5th business Uvaro which is a programme that helps a wide range of people gain jobs in tech sales. In this episode of Better Presentations More Sales Joseph talks about how the course works - it is full on for 12 weeks during which delegates have a 2 hour session each day which include a combin…
 
10-year above 1% – Is this a big deal? The employment situation weakens and the Dems take the 2 Georgia seats – what does that actually mean? Why do we look to purposely scare ourselves out of markets with a long list of unsettling items?? You have to listen – some may be on your […]Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI による
 
Here's a challenge for you for 2021: Become a star of stage and screen when you present - move away from everyone else - stand out - be more successful - create more impact - win more business. In this first episode of Better Presentations More Sales podcast for 2021 Trevor Lee offers up 3 tips to becoming a star presenter: Mindset Preperation Prac…
 
Never let a crisis go to waste – That’s what they say! $900 billion “down-payment” approved. A look back on 2020 and what may be in store for 2021. Plus – achieving your goals starts with this…. Follow @andrewhorowitz Check out – www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. […]…
 
This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Artem Fokin of Caro-Kann Capital joins the podcast to discuss his strategy of finding compounders in unusual places, specifically those listed on the "wrong" e…
 
Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. This episode is available for one hour of CE credit for CFP* and CIMA d…
 
Wrapping it up – Sending it out – the last few days of 2020 are counting down. That means – this is the last show for this year! Stimulus deal squashed and a look at sectors along with a quick 2021 outlook. Follow @andrewhorowitz Check out – www.ibkr.com/syepAre you looking for ways to earn extra […]…
 
Thank you to the sponsor of this episode, Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber. Ryan Worch of Worch Capital joins the podcast to discuss his views that even after the massive post-COVID rally in stocks, the bull market is just gett…
 
It’s been an extraordinary year - we’ve discovered new terms: lockdown, furlough, zoom …. For some it has meant closure for others expansion In this episode I’ll be asking you as an individual what new learning skills are you going to require to help you grow in 2021, what is your individual business plan? For businesses I will be asking you to hav…
 
The Horses are turning the corner, coming down the stretch as Congress is pushing a decision until the 11th hour. News from the FED and we have listener questions to be answered! We dig into the M1 Money Supply chart and have a great discussion with our guest, author and Certified Financial Planner – […]…
 
This podcast has ads, thanks to our new partnership with Merk Research and their generous offer for our listeners. To listen without ads, sign up to become a premium subscriber. Brody Howatt of Bellator Asset Management joins the podcast to discuss his view that the market is getting closer to a "blow off top." The guest also talks about what it wa…
 
At the beginning of 2020 if we had talked about presentations we would have no doubt been thinking of speaking at an event, maybe showing up with a laptop to a client meeting, in our team together in the conference room to give them some sort of business briefing At the end of 2020 we are largely communicating virtually and as such are presentation…
 
Emergency Use Authorization Granted! Stocks finish the week lower – bitcoin gets blasted. We have one extra week for the government to get funded and some important lessons from my Grandfathers. Plus – a look at what is moving markets. Follow @andrewhorowitz Check out Why IB? – http://www.interactivebrokers.com/whyibInteractive Brokers charges marg…
 
London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapita…
 
This podcast has ads, thanks to our new partnership with Merk Research. To listen without ads, sign up to become a premium subscriber. Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery…
 
Sign up for my action packed 'Sales & Presenting Tips for 2021' webinar on December 16th at 3.30pm GMT Click here to reserve your place Those 4 questions: Are you talking to your customers? How are you planning to get better at virtual meetings / presentations / sales pitches? Are you making things happen or are you waiting for things to happen? Ho…
 
VA VAV VROOM – Markets sporting higher on stimulus hopes! Weakness in employment reports is confirming outlook. Overbought conditions appear – won’t matter – until it matters. 10-Year Treasury bumping up toward 1% – what does that mean for interest rate sensitive investments? All this and much more…. Follow @andrewhorowitz Check out Portfolio Analy…
 
Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there’s not much in between. For industry-leading insights, support tools and more, subscribe to Capital Ideas…
 
Umar is the author of 3 books, host of the No Limits Selling podcast and the developer of the Mindset Booster app. In this episode of the ‘Better Presentations More Sales’ podcast Umar shares his ideas to help you make the move from B player to A player He shares some tips around Mindset to help you do this You can check out Umar via mindsetbooster…
 
Become a premium subscriber and get this podcast a day or more before the general public! No ads or announcements either! Contrarian.Supercast.Tech With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely. Jamie Catherwood, the author of InvestorAmnesia.com and a se…
 
Lisa is the author of 5 books including the best sellers ‘Selling with Noble Purpose’ and ‘Leading with Noble Purpose’ In this episode of the ‘Better Presentations More Sales’ podcast Lisa shares the benefits of ‘Noble Selling’ by focusing on the outcomes customers enjoy from doing business with you Lisa explains that ‘How will the customer be diff…
 
Covid spikes causing more lock-downs and rollbacks – But vaccine hopes help to keep a floor under markets Everything is coming up Electric! We need to start thinking about year end moves. Tax harvesting best practices and how to prune your portfolio into the year-end. Follow @andrewhorowitz Looking for style diversification? More information on the…
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $9/month or $99/year. Theron De Ris of London-based Eschler Asset Management joins the podcast to discuss why now may be an optimal time to invest in shares of precious metals companies and energy concerns. One of De Ris' favorite stocks -- …
 
Now that the votes are in, we break down what the election means for industries and sectors that are most likely to be affected. Plus, we provide guidance on tax and regulatory changes. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is available for one hour of CE credit for CFP* and CIMA designations. T…
 
Doug is an expert in revenue expansion and sales optimisation. Doug started working when he was 3, spent 12 years in the US army has launched 35 companies and is in demand across the globe. In this episode of the ‘Better Presentations More Sales’ podcast Doug shares lots of tips and advice for any business owner or sales person We discuss how the a…
 
The Presidential race has been called – The Biden/Harris Ticket has it… Amazing News – A vaccine announcement with over 90% efficacy. Small-caps rage higher off the news, leisure stocks, airline, cruise, banks all rise. Happy Days may be here again and listener questions answered… CHECK IT OUT! This episode is sponsored by Masterworks. Sign […]…
 
Steve is the CEO and founder of Badger Maps - a unique system which helps sales people plan their call routes. Steve has his own podcast - Outside Sales talk Podcast and is the President of the Sales Hall of Fame for the San Francisco Bay area In this episode Steve shares his thoughts and ideas around the challenges faced by salespeople and sales m…
 
In the midst of COVID-19, state and federal governments are seeking to fast-track and fund infrastructure projects to help steer the nation towards economic recovery. What role will private investment play in fast-tracking projects? This episode features MinterEllison partner, Nicole Green in conversation with David Neal, CEO of global institutiona…
 
The election may be over, but the results are not clear. Markets Rally – The best week since April, but stimulus efforts are now moving to a skinny plan. We have a new Gameplan for a new government – what to look for and how to position a portfolio. OurCrowd’s investment professionals leverage their extensive […]…
 
Where are we in the transition from recession to eventual recovery? Join two of our economists as they share their latest perspectives and answer your key questions. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit qu…
 
Most people in business tend to be reactive – we react when the phone rings or an email pings or someone responds to some marketing we’ve done. The current situation we find ourselves in means that to get ahead we have to be more proactive So in this episode of the ‘Better Presentations More Sales’ podcast I’m sharing six ideas to help you become m…
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $9.99/month or $99/year. Scott Colbert, chief economist at Commerce Trust Company in St. Louis, rejoins the Contrarian Investor Podcast to discuss the state of the economy on the eve of the 2020 U.S. presidential election. In Colbert's view,…
 
The Podfather – Adam Curry is our guest this week and it is quite the lively discussion. Plus, markets hit a speed bump – or is that a sink hole ? Election day is right around the corner – hoping for a quick declaration of a winner. (Hoping) Everything you need to know about the […]Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI による
 
In this episode of 'Better Presentations More Sales' co-founder of CRM system SalesFlare Jeroen Corthout shares his thoughts and ideas about the benefits of remote selling and how to do it well whilst also making sure that when you are using a CRM is not a chore but an effective sales tool. You can find out more SalesFlare here And connect with Jer…
 
The future of student loan debt may have a solution and we discuss with our guest, Charles Trafton, CEO of Edly. The countdown is counting down as we are awaiting big tech earnings, the election and a stimulus package. Plus – what to do with commodities right now – especially the energy component? Charles Trafton, […]…
 
Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine and treatments for COVID-19, it’s little wonder that portfolio manager Rich Wolf says, “There's never been a more exciting time in health care.” Rela…
 
Become a premium member and receive episodes earlier and without ads or announcements! Sign up here for just $8/month or $88/year (these prices increase Nov. 1) Christian Putz is an Austrian-born hedge fund manager currently based in London. His fund has outperformed benchmarks this year during one of the more unpredictable periods in recent memory…
 
David Roddick shares his thoughts and ideas as to how sales roles will continue to evolve with a greater emphasis on research, data insight and technology skills. This episode is great for sales people who have seen huge change during the last few months and need guidance on what they need to do now in order to be a stand out / highly successful sa…
 
Elections – 2 weeks away and all major US Indices are in the green for 2020. Inflation is starting to show through – some ideas on where to invest to help offset the impact. All eyes on the stimulus – not looking likely before the election Follow @andrewhorowitz Looking for style diversification? More information on […]…
 
Support this podcast by signing up to become a premium subscriber here. Get access to podcast episodes days before they are released to the general public and without any ads or announcements. James Altucher needs to introduction. For several decades he has been an outspoken contrarian on matters ranging from investing to politics, society, entrepr…
 
You work hard to attract potential customers to you. You turn enquiries into conversations and then into a proposal and then nothing happens. So how you increase your sales proposal conversion rate? That's what we are covering in this week's episode of the 'Better Presentations More Sales' podcast. we're going to look at three steps to successful c…
 
Markets – up and over the 50-day Moving Average. Watching one forgotten sector NOW on the rise – and earnings season this coming week. Looking at the Polls and Pundits – both of which are usually wrong and how to consider positioning your portfolio. CHECK IT OUT! Read the Masterworks Disclaimer Follow @andrewhorowitz Looking for […]…
 
Join our Washington insiders as we shift our attention from the coronavirus to the U.S. election. We go beyond the political headlines for a deep dive into the investment implications, as well as potential regulatory changes affecting investors and financial professionals. To view the webinar or attend future webinar events, visit volatility2020.co…
 
This episode was recorded Sept. 30 and released to premium subscribers on Oct. 1. Become a premium subscriber for just $8/month or $88/year. David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his vision of a "parabolic melt-up" in risk assets that will presage the next market crash. What we've seen since late March…
 
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