Money For the Rest of Us cover image

How To Be A Successful Contrarian Investor

Money For the Rest of Us

CHAPTER

The Contrarian Position Is to Take More Credit Risk

The Federal Reserve has just started raising its policy rate. In seven of the eight tightening cycles, the ten year treasury yield peaked a few months before or after the last rate hike. Successful contrarians seek out value with some momentum elements. Most of the underperformance of Japan has been due to valuations.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner