Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors

The Contrarian Investor Podcast

Το περιεχόμενο παρέχεται από το Nathaniel E. Baker. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Nathaniel E. Baker ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1y ago 52:04

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This episode was released to premium subscribers -- without ads or announcements -- on Sept. 18. Find out about premium subscriptions here.

Phil Pecsok, founder of Anacapa Advisors, joins the podcast to supply a primer on contrarian investing: What it is, what catalysts to look for, and some valuable lessons from his 30-year career on Wall Street.

Content Highlights

The guest provides his views of contrarian investing and how he uses it (1:27);
Examples of blaring contrarian signals from past cycles (9:00);
The Fed is likely to stay hawkish (13:14);
The 'Rule of 3' in contrarian investing as illustrated in a story from early in the guest's career (16:37);
His views on cryptos (24:13);
Background on the guest (30:01);
Sports betting is an efficient way to lose money, unless you're running the book. But sometimes there are sometimes contrarian opportunities (37:46);
What keeps the guest up at night? Nothing in particular, though stocks are probably overbought even after the recent sell-off (45:17).

For more on the guest and his firm, visit the website AnacapaAdvisors.com.

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#Economy #Investing #Nathaniel E. Baker #Trading #Business #Bond #Equity #Stock