Rephonic
Artwork for The Contrarian Investor Podcast

The Contrarian Investor Podcast

Nathaniel E. Baker
Federal Reserve
Inflation
U.S. Economy
Cash Flow
Stock Market
Dividends
Buybacks
Stagflation
Interest Rates
Artificial Intelligence
Capital Gains
Economic Landscape
Financial Market History
Earnings Growth
Consumer Staples
China
Emerging Markets
Frontier Markets
E-Commerce
Investing

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.

PublishesTwice monthlyEpisodes100Founded6 years ago
Categories
BusinessInvesting

Listen to this Podcast

Artwork for The Contrarian Investor Podcast

Latest Episodes

Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.

This podcast episoode was recorded Monday, June 2 and was made availa... more

Petra Bakosova of Hull Tactical joins the podcast to discuss her views on the Federal Reserve, labor markets, the impact of tariffs, and what this all means for financial markets.

This podcast episode was recorded on May 8, 2025. An ‘actionable hig... more

YouTube

Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump’s tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities…

This podcast was recorded on Wednesday, Ap... more

YouTube

AJ Giannone, the chief investment officer of Allio Capital Management, joins the podcast to discuss why high yield and private credit present compelling opportunities for retail investors — despite the apparently advanced state of the economic cycle.... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host

Similar Podcasts

People also subscribe to these shows.

Thoughtful Money with Adam Taggart
Thoughtful Money with Adam TaggartAdam Taggart | Thoughtful Money
The Market Huddle
The Market HuddlePatrick Ceresna & Kevin Muir
Macro Voices
Macro VoicesHedge Fund Manager Erik Townsend

Recent Guests

Petra Bakosova
Joined Hull Tactical in 2013 with a background in Financial Mathematics and trading strategies.
Hull Tactical
Episode: Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
Axel Merk
Founder of Merk Investments, a firm focused on gold and gold mining investments.
Merk Investments
Episode: Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk
AJ Giannone
Investment professional at Allio Capital
Allio Capital
Episode: Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital
Robert Smallwood
The Contrarian Capitalist, focuses on macroeconomic trends and asset allocation strategies
Contrarian Capitalist
Episode: Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst
Scott Colbert
Chief Economist at Commerce Trust
Commerce Trust
Episode: Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust
Phil Pecsok
A financial analyst and advisor at Anacapa Advisors
Anacapa Advisors
Episode: Pessimism's Return, Trump 2.0 Opportunities, With Phil Pecsok, Anacapa Advisors
Dan Rasmussen
Partner and Co-Founder at Verdad Capital
Verdad Capital
Episode: AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
Rohit Goel
Investment leader at Breakout Capital focusing on emerging markets
Breakout Capital
Episode: Prepare for End of US Dollar Cycle, as Emerging Markets Rise: Rohit Goel, Breakout Capital
Les Rubin
Founder of Main Street Economics and author of 'Why You Should Give a Damn About Economics'
Main Street Economics
Episode: The Looming Iceberg Ahead of the US Economy: Les Rubin, Main Street Economics

Host

Nathaniel E. Baker
Host of the podcast, known for engaging discussions with financial experts and providing insightful commentary on current market trends and investment strategies.

Reviews

4.3 out of 5 stars from 67 ratings
  • Keeps me up to date on what is happening

    Contrarian Investor Media is a great briefing to start your morning with. I have become much more aware of the economic data releases that could move the market. Nathaniel does a great job of giving you context around how much the market might care about certain data releases. If you want to get a better idea of what’s happening in the markets, check this podcast out!

    Also, guest interviews are great— the guests are always good and Nathaniel asks great questions. Great podcast all around.

    Apple Podcasts
    5
    Nathan Worden
    United States2 years ago
  • Not contrarian

    Bringing somebody from etoro to picture rosy days ahead for them and crypto is not contrarian.

    Apple Podcasts
    1
    DEFELI1
    United States3 years ago
  • Great podcast!

    This is a great resource for anyone looking to stay up to date on the latest ongoings and trends in financial markets. Each episode is super informative, highly recommend.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States3 years ago
  • Nothing new under the sun

    Last guest talking about I bonds and china stocks has been common knowledge for a long while. He seems to be an employee of a financial institution as opposed to a free thinker and risk taker investor. Mediocre at best.

    Apple Podcasts
    1
    DEFELI1
    United States3 years ago
  • The Best Financial Podcasts Going

    As someone always trying to think 2 steps ahead and often against the herd as part of my job I’ve found this podcast a tremendous resource. Mr. Baker’s thoughtful questions and terrific guests cover a variety of topics, all of them useful to investors. I never know what will be covered but I always come away learning something, often actionable.His latest podcast was arguably the best one yet! The Concorde example given by the guest I hope to remember for years, I’ve already sent it to several f... more

    Audible
    5
    Penol87
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Positive comments highlight the varied backgrounds of guests and the unique viewpoints they bring to critical financial topics, which resonate well with a finance-savvy audience.
There are mixed feelings about the depth of discussions; while many find the insights incredibly useful, some believe that certain perspectives are not sufficiently contrarian or challenging enough to the mainstream.
Listeners appreciate the timely and actionable insights provided, reflecting a high level of satisfaction with the content and guest quality.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#86
Israel/Business/Investing
Apple Podcasts
#163
South Korea/Business/Investing
Apple Podcasts
#173
Israel/Business

Talking Points

Recent interactions between the hosts and their guests.

International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
Q: What is your most contrarian take then on this whole situation?
Everyone is overly invested in US market cap stocks while foreign and emerging market stocks present an attractive opportunity due to their undervalued status.
International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
Q: What's your view on the economy, on markets?
The last 15 years have been an exceptional period for US stocks, akin to some of the best bull markets in history, yet now markets are getting expensive and diversified opportunities lay in foreign stocks.
Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
Q: Can you explain the strategy of Hull Tactical?
Hull Tactical’s strategy involves predicting the equity risk premium using a range of indicators and adjusting exposure accordingly.
Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
Q: What is an investor to do then in this volatile market?
Investors should remain active and not shy away from the market, as high volatility can present opportunities.
Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk
Q: Are tariffs inflationary or deflationary for US consumers?
Tariffs are stack-flationary and are a supply shock, impacting prices negatively.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Contrarian Investor Podcast

What is The Contrarian Investor Podcast about and what kind of topics does it cover?

The content typically covers a range of topics including market strategies, economic conditions, and investment opportunities across various sectors. Frequent discussions on tariffs, inflation, and the implications of government policies provide listeners with insights into current financial climates. The podcast features market participants who offer unique perspectives, facilitating an understanding of alternative viewpoints in investment strategies. Noteworthy is its focus on actionable advice, aiming to empower institutional investors with knowledge that challenges mainstream narratives.

Where can I find podcast stats for The Contrarian Investor Podcast?

Rephonic provides a wide range of podcast stats for The Contrarian Investor Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Contrarian Investor Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Contrarian Investor Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Contrarian Investor Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Contrarian Investor Podcast?

Rephonic provides comprehensive predictive audience data for The Contrarian Investor Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Contrarian Investor Podcast have?

To see how many followers or subscribers The Contrarian Investor Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Contrarian Investor Podcast?

These podcasts share a similar audience with The Contrarian Investor Podcast:

1. Thoughtful Money with Adam Taggart
2. The Market Huddle
3. Macro Voices
4. Forward Guidance
5. The Grant Williams Podcast

How many episodes of The Contrarian Investor Podcast are there?

The Contrarian Investor Podcast launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Contrarian Investor Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Contrarian Investor Podcast?

Rephonic pulls ratings and reviews for The Contrarian Investor Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Contrarian Investor Podcast?

Rephonic provides full transcripts for episodes of The Contrarian Investor Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Contrarian Investor Podcast?

Recent guests on The Contrarian Investor Podcast include:

1. Petra Bakosova
2. Axel Merk
3. AJ Giannone
4. Robert Smallwood
5. Scott Colbert
6. Phil Pecsok
7. Dan Rasmussen
8. Rohit Goel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days