Leo Schmidt, founder of family office River Eddy Capital,
rejoins the podcast to discuss his views on economy, markets, and
where to invest capital in what may be a 'stagflation lite'
environment.
This podcast episode was recorded on Friday, June 7, 2024
and made available to premium subscribers the following Monday.
Bob Elliott of Unlimited rejoins the podcast to discuss his
view that stock markets are pricing in a lot of optimism that may
not be based on economic realities...
This podcast episode was recorded on Tuesday, May 28, 2024
and made available to premium subscribers the following day. To
become a premium subscriber,...
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.