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John Polomny
Independent investor and newsletter writer. He focuses on contrarian investment strategies, global macroeconomics, and political analysis.
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Sep 17, 2025
• 1h 9min
Kontrarian Korner #70 - John Polomny
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Join independent investor John Polomny, known for his contrarian strategies and insights on global macroeconomics. He shares his thoughts on the overvaluation of U.S. markets and the potential of precious metals. Polomny highlights bullish trends in energy, especially offshore oil services, while cautioning against the overpriced residential real estate market. He explores undervalued international opportunities and discusses the political shifts that could impact economies. A thought-provoking conversation on navigating current and future trends!
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