Kenio Fontes

Equity analyst with a contrarian, value-oriented approach inspired by Buffett-style investing, focusing on long-term picks and real assets while emphasizing risk management and position sizing.

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Nov 26, 2025 • 34min

Contrarian plays and real asset opportunities from next gen investors

Join analysts Julia Ostian, Jack Bowman, and Kenio Fontes as they dive into today’s market dynamics. Julia discusses broad market corrections beyond tech stocks, while Jack highlights labor trends shaping Fed expectations. Kenio advocates for contrarian investments in real assets and long-term value opportunities. The trio emphasizes the importance of risk management, including position sizing and cash allocation, while revealing their stock picks like Nvidia, Brookfield, and Exxon. Don't miss their insights on navigating the current investment landscape!

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