

The Secret to a Contrarian Investor's Success
10 snips Jul 19, 2024
Alec Cutler, a portfolio manager at Orbis Investments, reveals the secrets behind his fund's impressive decade-long performance and shares his contrarian investment strategies. Joining him is John Stepek, a Bloomberg senior reporter, who discusses the financial implications of potential political changes in the U.S., especially under a Trump presidency. They explore market dynamics, the rising interest in UK small-cap stocks, the contrasting roles of gold and Bitcoin as investments, and the challenges of green energy initiatives in the UK.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating Political and Market Dynamics
02:45 • 6min
Navigating Politics and Market Trends
09:11 • 22min
Navigating the Intersection of Green Energy and Local Sentiment
31:28 • 2min
Navigating UK Investment Trends
33:29 • 17min
Contrasting Investments: Gold vs. Bitcoin
50:39 • 3min
Therapy for Everyone: Embracing Support
53:16 • 1min