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
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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)
Hot Economy, Rising Inflation: The Fed Has Never Successfully Fixed a Problem Like This by Jon Hilsenrath and Nick Timiraos—The Wall Street Journal)
Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics)
Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Clayton M. Christensen, Scott D. Anthony, and Erik A. Roth)
Related Episodes
261: Is Value Investing Dead?)
266: Using Momentum Investing and Trend Following)
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