Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further -- even after a 20% rise so far this year. This podcast episode was recorded on Friday, July 19. 2024 and made available to premium subscribers the following business day. For information on becoming a premium subscriber -- and the host of other benefits it involves -- visit our Substack. Content Highlights Gold is trading right near all-time highs. Can there really be more room for upside? (1:48); One thing missing from the equation for still higher gold prices is interest rate cuts... (3:36); Another thing missing is fear in the market (5:07); Gold has rallied 20% so far this year. A Fed rate cut will supply another 10%. $3000/oz. gold is in sight... (8:36); What of the argument that there's no tangible use for gold? (11:20); Why gold coins are preferable to bars (14:30); Background on the guest (19:39); Quarters and dimes vintage 1964 are 90% silver (26:40); View on digital currencies and Bitcoin. There is a place for it... (33:20); How much of one's portfolio should be earmarked for gold and precious metals? (37:15) More Information on the Guest Twitter/X: @DanaSamuelson99; LinkedIn: @American-Gold-Exchange-Inc; Website: AmerGold.com; YouTube: AmericanGoldExchangeAustin.

Author Darius Foroux discusses his stoic investment philosophy, emphasizing the 90/10 portfolio split. He shares insights on individual stock holdings like the Dutch Stripe and combating FOMO. The podcast explores stoicism's role in investing and the guest's journey post-financial crisis.

Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment. This podcast episode was recorded on Friday, June 7, 2024 and made available to premium subscribers the following Monday. Visit the Substack or Supercast for more information about premium subscriptions. Content Highlights "Labor markets are way too hot." There will be "no landing" (1:48); Non-farm payrolls came out much stronger than anticipated. What this says about the labor market (4:59); 'Stagflation lite' (8:31); Our views of credit creation are outdated. The shadow banking system has replaced commercial banks as the primary source of credit. What this means (11:59); The Federal Reserve probably needs to cut rates. Could they? Probably not -- this year (22:21); What does an investor do now? First up: Stocks that are AI/Nvidia (NVDA) plays. Celestica (CLS), Flex (FLEX), Sanmina (SANM), Jabil (JBL) (27:51); Pharma spin-outs: Haleon (HLN), Kenvue (KVUE), Organon (OGN), Viatris (VTRS) (31:54); Dollar stores, especially Dollar Tree (DLTR), are poised to outperform once there is an economic slowdown (39:07); The bullish case for pipeline companies (46:59).

Bob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities...   This podcast episode was recorded on Tuesday, May 28, 2024 and made available to premium subscribers the following day. To become a premium subscriber, visit our Substack. Content Highlights Stock markets are pricing in a lot of optimism. Just how unrealistic is that? (1:19); What is there to indicate the economy could slow this year or even next? (4:34); A recession may be years away rather than months under current conditions. But conditions, as we know, can change quickly... (8:58); There is a precedence to interest rates going up dramatically without it causing an immediate and dramatic entrenchment in economic growth (11:52); Tech stocks might be overvalued but comparisons to the dot-com bubble are unfair and inaccurate -- and may preclude a spectacular bust (16:10); Today's economic expansion is income-driven. Not a result of credit expansion (18:13); What kinds of indicators should investors study to spot a slowdown in this particular type of economic activity? (30:45); Regional banks are for the most part fairly priced at present... (35:50). More Information on the Guest Website: UnlimitedFunds.com; Twitter: @BoBEUnlimited; YouTube: @BobEUnlimited.

Ayesha Tariq, founder of Macro Visor, discusses the economy, stagflation concerns, and investment opportunities. Topics include the K-shaped economy impact, Fed Chair Powell's stance, China worries, India's growth story, and opportunities in the UK and India. Long-term concerns about US fiscal situation are also highlighted.

Dr. Doug Greenig of Florin Court Capital discusses a multi-asset trend-following model, lower electricity prices in Europe, potential bearish outlook for US stocks, China's competition with the US, Iran's strategic drone attack, challenges with enforcing sanctions, and concerns about US fiscal problems.

Financial analyst Enrique Abeyta discusses current bullish stock market trends, the possibility of a short-term pullback, and a rare level of clarity in the market outlook. He shares a contrarian view on commercial real estate concerns and highlights investment opportunities in regional banks like New York Community Bancorp. Additionally, he provides insights on tech stocks, including Nvidia, and emerging energy investments like Talon Energy Corporation.

This podcast was released for premium subscribers on March 20, 2024. For more information on premium subscriptions please visit our Substack. Financial market historian Daniel Peris joins the podcast to discuss his latest book, The Ownership Dividend, and why the next stage of the investing cycle will be marked by renewed focus on dividends and cash flows. Note: The host's mic was a little 'stuffy' for this episode but the guest comes in loud and clear! Content Highlights Cashflows have become ignored in the marketplace with investors accustomed to speculation over income. That is due to change (2:55); No, this isn't about value versus growth. Dividends and more notably buybacks are everywhere (5:22); Warren Buffett has long said that companies should reinvest in the business rather than pay out dividends. But Buffett is no longer a minority shareholder... (18:30) Background on the guest and unexpected detour into Russia/Ukraine (27:37); Views on different sectors of the stock market from a dividend perspective (36:33); What does the current era of dividend payouts say about the investing cycle? (42:40). More on the Guest Website: StrategicDividendInvestor.com; Twitter: @HistoryInvestor; Order the book.

Guest Mark Higgins discusses lessons from financial history, similarities between past and current market environments, challenges of decentralized currencies, complexities in investment portfolios, bubbles and market dynamics, and the evolution of public debt in the US.

Ted Oakley from Oxbow Advisors shares insights on market highs, economic indicators, and why it's time to get defensive with portfolios. Avoiding 'Magnificent 7' tech stocks like Microsoft, Google, and Apple, while exploring defensive sectors. Reflecting on past markets and navigating current risks and opportunities in the market landscape.