Podcasts about The Contrarians

Ehsan Ehsani is executive director at Crescendo Partners, adjunct assistant professor at Columbia Business School, and author of “How Not to Be Replaced by a Spreadsheet That Talks” who uniquely bridges quantitative analysis, and traditional fundamental investing while organizing Columbia's generative AI conference.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/3:00 - Born in western Iran at 14,000 feet, strict education emphasis pushed Ehsan toward chemical engineering before discovering his talents lay in management and innovation.5:30 - Winding path to NYC: Sweden and MIT master's degrees, European consulting, project-driven relocation to New York in late 2000s.7:30 - The Prometheus Warning: AI companies like Alphabet disrupted by their own creations. “Analysts benefit from using Gen AI tools in automating repetitive activities, but by embracing such technologies, they're working themselves out of a job.”12:00 - Sell-side blueprint: Top 10 banks had 200-300 analysts each; now 300 total combined. Buy-side headcount could drop to two-thirds or half within 20 years.18:00 - “Gen AI is transformative because it allows automation of not just repetitive tasks but core analytical functions”—fundamentally different disruption than Bloomberg or alt data.25:00 - Size advantage: Large firms will mine 15 years of institutional memory—emails, memos, channel checks—to identify patterns smaller funds can't access.35:00 - Contrarian take: Beyond “do more with less” hype, rapid bifurcation looms: “This separation of better and worse performance will happen much faster than with previous technologies.”45:00 - Next frontier: Voice/video training. CEO says “no” versus “no...”—transcripts miss hesitation that reveals truth.55:00 - “We humans tend to forget. It's a blessing in general, but for pieces of wisdom we read, they might not remain top of mind. AI can remind us.”60:00 - Success definition: “Tranquility and content where your values, interests, and priorities align with what you're doing. I didn't define it in economic form because that doesn't embody true success.”Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of Bring the Pain, I'm riding solo due, but that doesn't mean we won't slay the slates. From game theory to DFS plays, I'll have the direction set for us to be contrarian and win some cash. With the UFC on later tonight, you'll want to get to Dr. Roto and join today, so you can be our rich friend. In the end, I'll reveal my Ultra Contrarian Lineups, as well as a simulated lineup from DFS Hero's optimizer. The office is open, so come get your prescription for all of your fantasy needs. Have a great day, everyone, and may the points be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #drroto​ #bringthepain​ #ultracontrarianshow​ #liveshow​ #dfs​ #nfl​ #ufc​ #dfslineups​ #ultracontrarianlineups​ #machopickoftheweek​ #dfshero​ #collab​ #podcast​ #spreakerpodcast​ #spreaker​ #dubbyenergy​ #dubbyenergysponsor​ #painbringers​ #sportspodcast​ #fantasyfootball​ #freeadvice​ #dfspodcast​ #eriepa​ #ufcsheriffs​ #season2​ #fightclubofpain​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

JMToWin from One Week Season walks us through the Week 15 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, ShipMyMoney from Run The Sims shares sneaky stacks for Week 15 tournaments and spots with input volatility.

There's a reason why only 1% of money managers can beat the S&P 500 every year.  And the reason is probably not what you expect.  Truth is, these things are valuable, and not only should we be grateful they exist, but we should be setting ourselves up to benefit from them for the next three decades of our existence.  But as always, with us Contrarians, there are ways to make them even more lucrative.  Lots more.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841   The Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

In this episode of Bring the Pain, I'm riding solo due but that doesn't mean we won't slay the slates. From game theory to DFS plays, I'll have the direction set for us to be contrarian and win some cash. With the UFC on later tonight, you'll want to get to Dr. Roto and join today, so you can be our rich friend. In the end, I'll reveal my Ultra Contrarian Lineups, as well as a simulated lineup from DFS Hero's optimizer. The office is open, so come get your prescription for all of your fantasy needs. Have a great day, everyone, and may the points be with you. 

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫唐山港分析，来自Contrarian-s。一、基本情况唐山港地处河北唐山，控股股东是河北港口集团，穿透到最后的实控人为河北国资委。河北国资委同时还控股了另外两个港口：秦皇岛港（A股秦港股份）和曹妃甸港。唐山港的经营模式以散杂货运输为主，而散杂货里面主要包括了矿石、钢铁和煤炭这三块。这和唐山港对应的客户区域密切关联：唐山的钢铁、山西、陕西和内蒙的煤炭；铁矿石则主要来自于海外进口，唐山港用于接卸货。精简的说就是：北煤南运、钢材输出、进口铁矿石接卸。二、业务分析理解唐山港的营业收入，首先要理解：唐山港营业收入的结构变化非常大，所以需要拆分开来，重新计算。一是商品销售业务，其实就是煤炭销售。唐山港已经将该部分的业务体量降到了占比极小的程度。二是船舶运输业务，唐山港在2021年将该业务彻底剥离。所以，把这两部分业务的营收剔除，才是目前唐山港港口主营业务带来的收入（如果不剔除甚至会让人误以为唐山港的业务一直在萎缩）。散杂货板块占据剔除后营收的97%，散杂货的吞吐量直接决定了唐山港的营收情况。可以看到，剔除后的营收尽管在某些年份略有波动，但自2015年以来整体是上升趋势。除了正确看待营收，还有一点也非常重要：唐山港一直在向实控股东转让资产，主要是与港口业务相关性不强的资产，或者说盈利能力不强的资产。近两年来，唐山港转让了拖轮公司和信息技术公司。我看了转让的价格，基本就是1PB小幅度上浮。结合转让的公司盈利情况来说，唐山港绝对不吃亏。河北港口集团是一个不错的大股东，管理目标明确：让唐山港不断专注主业，剥离边缘业务；并且还愿意以不错的价格接收唐山港的资产。三、财务分析营收刚才已经说得非常清楚了，归母净利润基本和剔除销售及船舶业务后营收也是基本一样的走势。负债方面，唐山港早在多年前就偿还了各类贷款。从2025年三季报披露的资产负债表来看，资产249亿，负债合计仅有24亿，其中有息负债几乎为0。基本上都是应付账款、合同负债、应付职工薪酬等各类应付项。从R O E 来看，唐山港的R O E 基本维持在9%以上，在港口中绝对是属于高R O E 。而且因为负债率极低，所以R O E 和R O A相差不大，并且杠杆作用有限。所以唐山港的高R O E 就是实实在在的来自于港口经营。毛利率随着聚焦散杂货运输的主业以及边缘业务的剥离不断抬升，近年来基本维持在45%以上；净利率保持在35%以上。虽然毛利率在不断抬升，但是R O E 基本上没有太大变化，甚至还略有下降。主要原因是权益乘数（杠杆）下降，并且净资产在净利润留存的影响下不断增厚。但是目前的杠杆水平基本已经降无可降，未来的股利支付率如果提升（目前来看是有可能的），R O E 反而会略有回升。资本开支方面，考察现金流量表情况，公司每年的资本开支控制在3-7亿之间，对于维护港口的正常运营是一个比较克制的水平。所以，整体情况就是：（1）无有息负债（2）毛利率和净利率不断抬升，目前稳定在了较高的水平（3）R O E 变化不大，甚至还略有下降（未来可能回升）。（4）资本开支克制。四、未来展望及估值分析针对未来，唐山港的不确定性主要是在经济大环境上。因为煤炭、钢铁以及钢铁的原材料铁矿石这三种唐山港的主要运输商品，处在产业链的上游，对于经济环境相对敏感。这也是为什么2025年以来营收略有下滑的主要原因。我并不是非常担心这一点：从历史情况来看，虽然经济环境起起伏伏，但是唐山港的营业收入总体向上。换句话说，经济增速可能会变慢，但是还远没到要担心负增长的时候。另一方面，唐山港明确股利支付率不低于30%，但自2020年以来基本都在60%以上；而且从唐山港的财务状况以及管理层剥离边缘业务等各类动作来看，存在提升R O E 水平的动机。未来的股利支付率进一步提升，或者稳定在一个较高的水平并不是没有可能。从估值来说，当前的P B为1.08倍，近十年分位数42%，近五年分位数47%。从分位数上来说算不上便宜。历史最低P B为0.74，估值下跌空间46%。PB估值的20%分位数为0.85，估值下跌空间为27%。但是还有另一个角度，唐山港近十年以来不断提升股利支付率。2025年每股分红大概率维持0.2元，则股息率5.22%。在近十年的分位数已经达到了77%。以2025年全年归母净利润17亿元计，维持0.2元的分红，则股利支付率约为70%；留存收益率30%。预期收益率约为7.71%，略低。综合来看，我认为唐山港还算是一个优质的港口资产，结合唐山港的各种优势和可能性，我愿意略微降低当前时点的预期收益率。从长期来说，如果有更好的价格，唐山港值得更多的仓位。

Recording date: 10th December 2025Olive Resource Capital's November 2025 portfolio performance—reaching year-to-date highs despite October's commodity market volatility—demonstrates the strategic value of disciplined gold position management within diversified resource portfolios. Whilst the firm identifies compelling contrarian opportunities in oil equities trading at generational lows, their analysis paradoxically reinforces gold's foundational importance through quantitative validation and macro context.The most striking evidence emerges from commodity ratio analysis. The oil-to-gold ratio currently sits at 20% of its 25-year historical average, representing an extraordinary dislocation that simultaneously confirms oil's severe undervaluation and validates gold's exceptional relative strength. This 500% premium to historical norms reflects fundamental repricing within commodity markets, with gold demonstrating superior pricing power amidst coordinated global liquidity expansion.Executive Chairman Derek McPherson and President & CEO Samuel Pelaez articulated the macro framework supporting hard asset valuations: persistent deficit spending across the United States, China, Canada, and European nations creates monetary conditions under which gold has historically thrived. "There is tons of liquidity coming and so your hard assets which oil is one of are going to be economic at least economic stability if not economic growth," McPherson explained, referencing macroeconomist Lyn Alden's observation that debt-financed economic support creates inexorable momentum favouring tangible assets over financial claims.China's commodity accumulation behaviour provides instructive parallels. The nation's documented gold reserve building during 2022-2024 contributed significantly to gold's rally from $1,800 to over $4,000 per ounce. Now applying similar logic to crude oil—stockpiling 700,000 barrels daily beyond refining needs—China demonstrates sovereign recognition of strategic hard asset acquisition during relative weakness. This pattern validates gold's completed appreciation cycle whilst identifying emerging opportunities in complementary commodities.Olive Resource Capital's tactical approach exemplifies professional position management. The team trimmed gold exposure during September 2025's strength, capturing profits whilst maintaining strategic core holdings, then added positions during October-November weakness at improved valuations. "We've actually been adding positions and effectively reducing our cash balance," McPherson confirmed, describing deployment across selective gold equities alongside exploratory oil positions.This disciplined rebalancing contrasts sharply with wholesale rotation between commodity sectors. Gold maintains permanent strategic importance through unique characteristics: portfolio insurance properties, liquidity during market stress, and systematic sensitivity to monetary conditions. Whilst cyclical opportunities in energy or base metals may offer superior near-term returns, gold provides stability and appreciation independent of specific economic outcomes.The investment framework applies across commodity cycles. Pelaez referenced Agnico Eagle's 20-30x return from 2015-2025, demonstrating rewards from acquiring premier assets during sector pessimism. "You can buy top of class best management best run companies and you still stand an opportunity to make multiples on your money," he observed regarding current oil valuations—a principle equally applicable to quality gold producers offering continued leverage to further monetary metal appreciation.For sophisticated investors, gold's role transcends cyclical trading. The monetary environment—coordinated deficit spending, currency debasement, sovereign reserve diversification—creates conditions for sustained appreciation whilst maintaining portfolio foundation that enables tactical exploration of complementary opportunities. The lesson from Olive Resource Capital proves clear: gold serves as strategic anchor whilst other commodity sectors rotate through relative value cycles.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Most people think wealth comes from buying more investments — but sometimes, the smartest move is to sell, hold cash, and wait. In this episode, Randy Barkley, Jeremiah Lee, and Laura Lee reveal why successful investors often take the opposite approach of the crowd. They dive deep into how a contrarian mindset, smart cash management, and deliberate patience can set you apart from the average investor. You'll learn:

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Dealing with a contrarian can be exhausting, but you don't have to lose yourself in the process. You can stay confident and keep your authenticity no matter what they have to say. 01:34 Understanding Contrarians 05:52 The Impact of Contrarians on Life 10:41 Recognizing Contrarian Traits 14:30 Navigating Conversations with Contrarians 19:22 The Deep Technique for Self-Preservation 25:06 Removing Contrarians from Your Life 30:43 Reflections on Personal Growth and Future Outlook If you enjoyed this episode, leave a review and make sure you SUBSCRIBE! To request Hailey to be on your Podcast, Radio Show, or TV Show, reach out to talent@pionairepodcasting.com FOLLOW ME: IG: instagram.com/haileygamba TikTok:@haileygamba YouTube: youtube.com/@haileygamba

The fifth installment of Fresh Immigrants, Rotten Fascists introduces us to the Yi family - Korean immigrants chasing the American dream in Arkansas, led by patriarch Jacob (Steven Yeun). MINARI was a bit of an awards darling in the midst of COVID, and it even nabbed a Best Supporting Actress Oscar for Youn Yuh-jung for her role as the family's disruptive grandma. So get some kimchi to snack on, and listen to us discuss the trials and tribulations of farmers in the 80s!Thank you for checking this new project out, whether you are a long-time Contrarians fan or someone who's just trying to listen to people talking positively about immigrants and negatively about fascism. If you have any recommendations for future entries in the series, let us know!- Many thanks to the amazing Jordan Cooper for composing our intro and outro. Fantastic collaborator to work with - and he has a They Might Be Giants podcast: DON'T LET'S START. You can also check out Jordan's band TROUBLE'S AFOOT on Bandcamp!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, or neither? Finally, looking at the returns of gold vs stocks plus surprising forward P/E ratio of Walmart vs Nvidia.   Gold vs Stocks performance Jurrien Timmer's market return attributions comparing earnings vs valuation gains Bubble or not a bubble. Earnings multiple changes vs earnings changes Walmart forward P/E ratio University of Michigan consumer sentiment of economic conditions index     Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com    

In this episode of Bring the Pain, Fuego Steve and I are back and ready to talk about this week's NFL DFS slates. We'll have our DFS plays of the week as well as the Ultra Contrarian Lineups. Steve will bring the spark like he always does, and I'll add some fuel to the flame so that we can burn these slates down this week. Have a great day, everyone, and may the points be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #drroto​ #dfs​ #nfl​ #bringthepain​ #dubbyenergy​ #gametheory​ #nflpodcast​ #slatesslayers​ #machopickoftheweek​ #fuegopickoftheweek​ #dfsplays​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

In this episode of Bring the Pain, Fuego Steve and I are back and ready to talk about this week's NFL DFS slates. We'll have our DFS plays of the week as well as the Ultra Contrarian Lineups. Steve will bring the spark like he always does and I'll add some fuel to the flame so that we can burn these slates down, this week. Have a great day, everyone, and may the points be with you.

In today's short episode of The Leveraged Business Podcast, we explore resilience as the new AI competitive advantage. It's a conversation that's missing in most discussions about artificial intelligence — the human side of business acceleration.  AI is transforming how we work, decide, communicate, and create. But while the tools are getting faster, our nervous systems… are not. This episode reveals the truth about why AI isn't overwhelming us — our lack of internal resilience is. And why the real competitive advantage for modern entrepreneurs is not speed, tools, or automation… but the capacity to stay grounded and clear while everything else speeds up. If you want to grow sustainably in an AI-driven world, this is the episode you do not skip. In this episode, you'll discover: — The unexpected way AI increases emotional and cognitive load, even as it simplifies tasks. — The single pattern that causes even experienced entrepreneurs to become reactive under AI acceleration. — Why AI amplifies your internal state more than your skillset, and how to turn that into your advantage. — The three markers of true resilience in the AI era (and why "pushing harder" is not one of them). — How to recognise when you're accelerating faster than your nervous system can safely sustain. — The leadership shift required to harness AI strategically without burning out.  — What grounded acceleration looks like — and why it outperforms speed every time. — The unexpected reason resilience, not technology, will determine who thrives over the next decade. Grab Jay Allyson's new #1 bestselling book Rising Resilience with Grit, Grace & Growth, available now on Amazon. This powerful collective wisdom inspired by interview with successful entrepreneurs navigating challenges, crisis, and change is the game-changer you didn't know you needed. 

JMToWin from One Week Season walks us through the Week 14 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, Youdacao from Run The Sims shares sneaky stacks for Week 14 tournaments and spots with input volatility.

Join our community of unreasonable leaders achieving undeniable success: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube In a world of constant uncertainty, leaders are falling into the "action trap"—an endless cycle of activity that feels like progress but delivers little. Dr. Jessica Kriegel, a renowned leadership expert and author, joins us to reveal a counterintuitive solution: surrender. Connect with Dr Jessica Kriegel Website: https://www.jessicakriegel.com LinkedIn: https://www.linkedin.com/in/jessicakriegel/ Surrender to Lead book: https://amzn.to/4att9OR In this episode of Finding Peak, Jessica dismantles the myth that control equals success. She introduces a powerful framework for leadership based on the Serenity Prayer: control the controllables and let go of the rest. We dive deep into the psychology of belief, the power of storytelling over data, and why your team's resistance to change is a belief problem, not a technology problem. Jessica shares her bold predictions for the future of work, including the rise of the first AI CEO by 2026 and how AI clones will revolutionize leadership. If you're a leader feeling the pressure of the K-shaped economy, political instability, and technological disruption, this episode provides a radical yet practical roadmap to not just survive, but thrive. --Recommended Tools for GrowthOpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opusRiverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riversideWhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflowCaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsappGoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevelPerspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective--Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join our community of unreasonable leaders achieving undeniable success: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube In a world of constant uncertainty, leaders are falling into the "action trap"—an endless cycle of activity that feels like progress but delivers little. Dr. Jessica Kriegel, a renowned leadership expert and author, joins us to reveal a counterintuitive solution: surrender. Connect with Dr Jessica Kriegel Website: https://www.jessicakriegel.com LinkedIn: https://www.linkedin.com/in/jessicakriegel/ Surrender to Lead book: https://amzn.to/4att9OR In this episode of Finding Peak, Jessica dismantles the myth that control equals success. She introduces a powerful framework for leadership based on the Serenity Prayer: control the controllables and let go of the rest. We dive deep into the psychology of belief, the power of storytelling over data, and why your team's resistance to change is a belief problem, not a technology problem. Jessica shares her bold predictions for the future of work, including the rise of the first AI CEO by 2026 and how AI clones will revolutionize leadership. If you're a leader feeling the pressure of the K-shaped economy, political instability, and technological disruption, this episode provides a radical yet practical roadmap to not just survive, but thrive. --Recommended Tools for GrowthOpusClip: #1 AI video clipping and editing tool: https://link.ryanhanley.com/opusRiverside: HD Podcast & Video Software | Free Recording & Editing: https://link.ryanhanley.com/riversideWhisperFlow: Never waste time typing on your keyboard again: https://link.ryanhanley.com/whisperflowCaptionsApp: One app for all your social media video creation: https://link.ryanhanley.com/captionsappGoHighLevel: It's time to take your business workflow to the Next Level: https://link.ryanhanley.com/gohighlevelPerspective.co: The #1 funnel builder for lead generation: https://link.ryanhanley.com/perspective--Episodes You Might Enjoy:From $2 Million Loss to World-Class Entrepreneur: https://lnk.to/delkFrom One Man Shop to $200M in Revenue: https://lnk.to/tommymelloIs Psilocybin the Gateway to Self-Mastery? https://lnk.to/80upZ9 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Seriously, why would anyone hate this movie? Even if you account for film buffs being horrified by Zhang Yimou's apparent Hollywoodization, there's so much in THE GREAT WALL that average audiences would enjoy. Lots of theories in this Real Talk segment, in addition to unabashed praise for the film — and regret for not having supported it when it first opened. Matt Damon's daughter is wrong on this one!TIMELINE00:01:26 What happened?00:02:12 Real Talk00:51:37 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we put our cowboy boots on as we tackle the show's first John Wayne movie, THE SEARCHERS! Until then, let us know what you thought of The Great Wall: is it unfairly maligned? Were you even aware of its connection to Hero, House of Flying Daggers and Curse of the Golden Flower? Were you lucky enough to catch it in 3D? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

You're telling us the director of Hero and House of Flying Daggers made a movie where Matt Damon and Pedro Pascal team-up with the Chinese army to battle aliens at the Great Wall of China… and it somehow wasn't a smashing success? Was it the man-bun? THE GREAT WALL sports a shameful 35% Tomatometer score, which means Alex & Julio must jump (er-dive) to its rescue. And you get to listen!TIMELINE00:01:24 The Great Wall00:16:51 Contrarians Corner- Wanna know how we really feel about THE GREAT WALL? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

President Trump's illegal boat bombings just got even worse. We've now learned that after demolishing a boat allegedly carrying drug smugglers in September, two survivors were left behind, and they were both blown apart in a second strike. That's probably a war crime. On Monday, White House press secretary Karoline Leavitt struggled mightily to spin this as perfectly lawful. But all she revealed is how hard it is to defend all this when actual facts are known. Meanwhile, the latest turn in this saga is clearly rattling some Republicans, who feel forced to appear as if they want to exercise more oversight. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, about her good new piece on this latest fiasco. She explains why we should take GOP angst over the bombings seriously, why people inside the chain of command should fear they're on the hook for illegal acts, and what it will really take to impose accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump's illegal boat bombings just got even worse. We've now learned that after demolishing a boat allegedly carrying drug smugglers in September, two survivors were left behind, and they were both blown apart in a second strike. That's probably a war crime. On Monday, White House press secretary Karoline Leavitt struggled mightily to spin this as perfectly lawful. But all she revealed is how hard it is to defend all this when actual facts are known. Meanwhile, the latest turn in this saga is clearly rattling some Republicans, who feel forced to appear as if they want to exercise more oversight. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, about her good new piece on this latest fiasco. She explains why we should take GOP angst over the bombings seriously, why people inside the chain of command should fear they're on the hook for illegal acts, and what it will really take to impose accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump's illegal boat bombings just got even worse. We've now learned that after demolishing a boat allegedly carrying drug smugglers in September, two survivors were left behind, and they were both blown apart in a second strike. That's probably a war crime. On Monday, White House press secretary Karoline Leavitt struggled mightily to spin this as perfectly lawful. But all she revealed is how hard it is to defend all this when actual facts are known. Meanwhile, the latest turn in this saga is clearly rattling some Republicans, who feel forced to appear as if they want to exercise more oversight. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, about her good new piece on this latest fiasco. She explains why we should take GOP angst over the bombings seriously, why people inside the chain of command should fear they're on the hook for illegal acts, and what it will really take to impose accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Make a donation at: https://ko-fi.com/kickedintheteeth paypal donations accepted at lairofthealchemist@yahoo.com John and Martin discuss AC/DC's 13th studio album "Ballbreaker" their first and only album with Rick Rubin as producer. The album would also see the return of Phil Rudd on drums. More Rock/Metal Discussions at: "The Contrarians" and "Lair Of The Alchemist" More info on Martin: www.martinpopoff.com Other Podcasts: "History In Five Songs With Martin Popoff" and "Into The Void: A Black Sabbath Podcast” John's band- Sinister Realm on all streaming services Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Bring the Pain, Fuego Steve and I are ready to talk about the DFS strategy for the NFL's week 13. With only a 10 game slate, we'll need to find the right sways so that we can cash once again. As always, Steve will provide his core four along with his Fuego pick of the week. In the end, I will reveal my Ultra Contrarian Lineups for this week's cash games. Have a great day, everyone, and may the points be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #drroto​ #bringthepain​ #ultracontrarianshow​ #ultracontrarianlineups​ #dfs​ #betting​ #sportspodcast​ #nfl​ #nflweek13​ #nflfootball​ #dfspodcast​ #fantasyfootball​ #fuegopickoftheweek​ #machopickoftheweek​ #spreaker​ #spreakerpodcast​ #fantasysports​ #slateslayers​ #hottakes​ #contrarian​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Happy Thanksgiving! We continue paying our Livestream For The Cure debt by sitting through EXORCIST II: THE HERETIC and chatting all throughout it. Will this be the lowest point of the franchise? Let's hope so.- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemonios on Twitter or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Droneshield has had a remarkable rise and fall through 2025, but has come under fire after its CEO sold $50 million worth of shares in the company.See omnystudio.com/listener for privacy information.

Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).Show Notes:How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeWalmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should FearEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The Other Side of the Story with Tom Harris and Todd Royal – Francis Menton challenges prevailing climate narratives, questioning whether renewable-powered grids have ever been proven at scale. He examines the practical and economic realities of shifting cities to wind, solar, and battery systems while critiquing New York's climate policies. His work offers a sharp, reasoned perspective on energy, governance, and environmental...

Audiences had it right back in 1982: BLADERUNNER is a boring, confusing neo-noir featuring a barely-awake performance from Harrison Ford. But BLADERUNNER is also proof that if you keep recutting and re-releasing a film, you are likely to fool critics into thinking it was a masterpiece waiting to be discovered. Listen to Alex & Julio - and special guests Ryan & Rachel from Yum Yum Pod - as they navigate the rainy L.A. of an alternate 2019!TIMELINE00:01:24 Bladerunner: The Final Cut00:15:28 Contrarians Corner- Wanna know how we really feel about BLADERUNNER: THE FINAL CUT? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Yes, we eventually get into the inevitable Deckard/Replicant discussion. But there is so much more to talk about when it comes to BLADERUNNER - and with four of us on the panel, you know there will be some clashing opinions in this Real Talk segment! Ridley Scott would be proud (if he cared).TIMELINE00:01:26 Prodigal Son00:01:54 Real Talk01:15:54 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Listen to Ryan & Rachel discuss all sorts of sci-fi movies and TV shows over at the Yum Yum Podcast!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we go overseas to help Matt Damon find gunpowder in ancient China as we tackle THE GREAT WALL! Until then, let us know what you thought of Bladerunner: does it need one more cut? Did it need a sequel? Where do you fall on the “Is Deckard a replicant” debate? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Youdacao from Run The Sims shares sneaky stacks for Week 12 tournaments and spots with input volatility. In the second half, JMToWin from One Week Season walks us through the Week 12 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks.

In this episode of Bring the Pain, I'm riding solo once again as I get ready for a huge martial arts tournament tomorrow. As always, I'll be talking about the players I'll be targeting on Sunday's DFS slates as well as why I feel these players will be contrarian. In the end, I'll give out my Ultra Contrarian Lineups for both sites as we get ready to slay another slate. Have a great day, everyone, and may the points be with you.

In this episode of Bring the Pain, I'm riding solo once again as I get ready for a huge martial arts tournament tomorrow. As always, I'll be talking about the players I'll be targeting on Sunday's DFS slates as well as why I feel these players will be contrarian. In the end, I'll give out my Ultra Contrarian Lineups for both sites as we get ready to slay another slate. Have a great day, everyone, and may the points be with you.Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers!Follow me at....*Facebookhttps://www.facebook.com/Bring...*Twitterhttps://twitter.com/HeatOverid...*Spreaker Podcastshttps://spreaker.page.link/VS5...*Dr Roto Sports Websitehttps://drroto.com/author/robe...*You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT*Apple Podcastshttps://podcasts.apple.com/us/...*Spotify Podcastshttps://open.spotify.com/show/...*Podchaser Podcastshttps://www.podchaser.com/podc...*Iheart Podcastshttps://www.iheart.com/podcast...#drroto​ #dfs​ #bringthepain​ #ultracontrarianshow​ #contrarian​ #sportspodcast​ #podcast​ #spreaker​ #spreakerpodcast​ #nflweek12​ #fantasyfootball​ #NFLdfs​ #slateslayer​ #machopickoftheweek​ #gametheory​ #pointfighter​ #kumite​ #forms​ #championship​ #banquet​ #liveshow​ #live​ #dfspicks​ #dfslineups​ #freebets​ #betting​ #sportsbetting​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Ryan Detrick takes the contrarian point of view as the VIX jumps in Thursday trading. “We like that there's a lot of fear coming in,” he says, arguing that the underlying economy is strong and we could still see a Santa Claus rally. The pullbacks offer opportunities for investors like him to buy the dip; he points to data showing stocks rarely peak in October. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Special guest Dan Frommer returns to the show. Topics include the indie media business, the iPhone Pocket, the iPhone Air (including rumors about the second generation model), AI “personalities”, and five years of Apple Silicon Macs. Also, six years of Dan's site, The New Consumer.

In this episode, we sit down with a true legend of the tech and investing world, Fabrice Grinda, Founding Partner at FJ Labs. With a track record that includes founding the global classifieds giant OLX (used by 350M+ people), achieving over 350 exits as an investor, and being named the #1 Angel Investor by Forbes, Fabrice shares a masterclass on what it takes to win in the world of startups.We dive deep into his incredible journey, from leaving McKinsey at 23 to chasing his entrepreneurial dream, to the bold "spaghetti on the wall" strategy of launching OLX in 100+ countries simultaneously.Fabrice gets candid about nearly going bankrupt, borrowing money on his credit cards to make payroll, and the resilience it took to build a company to $200 million in revenue.You'll also hear the untold story of how he tried to buy the "Alibaba.com" domain from a then-unknown Jack Ma, and the pattern recognition that allowed him to become an early investor in future giants like Alibaba, Airbnb, and Flexport.If you're an entrepreneur, investor, or just fascinated by what it takes to build and identify world-changing companies, this conversation is packed with priceless insights.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comVC10X website - https://vc10x.comFJ Labs website - https://fjlabs.com/Fabrice Grinda on LinkedIn - https://www.linkedin.com/in/fabricegrinda/

For Talking Feds' latest Contrarian episode, Harry speaks with Norm Eisen, Jen Rubin, and Neera Tanden about the reopening, revelations, and reprisals that dominated the week's news. They break down where the Democrats went wrong in the shutdown fight and whether the cases against James Comey and Letitia James are collapsing. But, of course, with newly released documents exposing some of Jeffrey Epstein's connections to Donald Trump, the panel takes a hard look at what can be surmised from the cryptic messages. The question on everyone's minds: what in the world did Epstein mean when he called Trump the dog that hasn't barked?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).Episode TranscriptsShow Notes:KCI Research On REITs, Dividends And Contrarian InvestingApple: Cheapest Valuation In A DecadeRealty Income Shares Have Gone Nowhere For 7 Plus YearsRegister for Top Income & AI Growth Stocks Worth Watching on November 18: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into: Top year-end tax tips for later starters Affordable Care Act (ACA) premium tax credits Drawdown principles Moving through the 5 phases of retirement How a little tax awareness can go a long way This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Bill, Jackie, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.    ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

We start Year Twelve of the Contrarians with a movie we never thought we'd cover (or watch) - but how can you escape one of the most infamous and puzzling bombs in recent history? Did people really not get how Todd Phillips used JOKER: FOLIE A DEUX to give Hollywood a much-needed middle finger? Did the joke go over critics and audiences' heads? Listen to Alex & Julio discuss this masterful troll job!TIMELINE00:01:24 Joker: Folie a Deux00:13:19 Contrarians Corner- Wanna know how we really feel about JOKER: FOLIE A DEUX? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

We may have two wait a few decades for the tell-all Todd Phillips memoir that finally explains what led to JOKER: FOLIE A DEUX being, well, JOKER: FOLIE A DEUX. But it's fun to speculate, even though it potentially being a genius prank doesn't affect the experience of watching it as much as you'd think. Did we at least like it more than the original JOKER? Listen to this Real Talk segment and find out!TIMELINE00:01:26 Do you really care?00:02:20 Real Talk00:52:08 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we go back to the 80s to tackle BLADERUNNER (The Final Cut) with the help of Ryan and Rachel from the Yum Yum Pod! Until then, let us know what you thought of Joker Folie a Deux: Did you get it? Did it break your heart? Would you be down for another Joker sequel? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

JMToWin from One Week Season walks us through the Week 11 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, Youdacao from Run The Sims join to discuss sneaky stacks for Week 11 tournaments and input volatility.

Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature (1:00). OpenAI's spending spree (3:20). Big tech's CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Recorded 6th November 2025Follow Dave Hunter on Xhttps://x.com/DaveHcontrarianState of the Markets PodcastTim Price (⁠⁠⁠⁠⁠⁠⁠⁠⁠Tim's Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://timprice.substack.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing Through the Looking Glass (by Tim Price)⁠⁠⁠⁠⁠https://amzn.to/4pXa7pw⁠⁠⁠⁠⁠and Paul Rodriguez⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The fourth installment of Fresh Immigrants, Rotten Fascists focuses on the rise and fall of Lonesome Rhodes, as depicted in Elia Kazan's A FACE IN THE CROWD. The story of a populist media superstar that grows to wield immense influence over the American public? How could that be relevant today? And yes, that's America's Grandpa Andy Griffith playing the maniacal Rhodes in his feature film debut.Thank you for checking this new project out, whether you are a long-time Contrarians fan or someone who's just trying to listen to people talking positively about immigrants and negatively about fascism. If you have any recommendations for future entries in the series, let us know!- Many thanks to the amazing Jordan Cooper for composing our intro and outro. Fantastic collaborator to work with - and he has a They Might Be Giants podcast: DON'T LET'S START. You can also check out Jordan's band TROUBLE'S AFOOT on Bandcamp!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

JMToWin from One Week Season walks us through the Week 10 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, Youdacao from Run The Sims join to discuss sneaky stacks for Week 10 tournaments and input volatility.

The 90s and their MTV Movie Awards were the focus of many episodes during our eleventh year as Contrarians - will they also dominate our annual awards ceremony? Listen to find out who gets Embries, Hooeys, Ruffalos, Gads, and The Lancaster Dodd Grant!TIMELINE00:01:24 The Embries 202500:12:20 Supporting Actress00:26:02 Supporting Actor00:40:40 The Ruffalo00:47:46 The Lancaster Dodd Grant for the Development of White People Movies00:55:07 Lead Actor01:08:19 Lead Actress01:18:57 The Gad / Anti-Gad01:29:12 The Embry / Hooey- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemonios on Twitter or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we kick off Year Twelve by tackling a movie we never thought we'd have to watch - JOKER: FOLIE A DEUX! Until then, let us know what you thought of The Embries 2025: Did MTV overperform or underperform? How many winner did you guess correctly? Are you upset about any snubs? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Don and Tom open with an honest reflection on market déjà vu—how today's investing climate echoes the speculative excesses of 1929 and 2008. Citing Andrew Ross Sorkin's new book 1929: Inside the Greatest Crash in Wall Street History, they discuss the modern “financialization” wave: private equity, venture capital, crypto, and private credit being repackaged for retail investors and even 401(k)s, often under looser regulation. They warn listeners about “mark to make-believe” valuations and Wall Street's relentless drive to sell complexity to the masses. The conversation moves from cautionary history (leveraged trusts of 1929, margin loans, and subprime mortgages) to present-day parallels like Bitcoin ETFs and private-market tokens. The takeaway: avoid opaque, speculative products; stick with transparent, low-cost diversification. In the Q&A, they answer listener questions about simplifying global portfolios with VT vs. VTI/VXUS, and about selling or donating concentrated stock positions from employee plans. 0:04 Opening disclaimers and acknowledgment that the episode isn't meant to scare investors 1:18 Historical parallels—1929, 1987, 2008—and the feeling of “market déjà vu” 2:10 Introducing Andrew Ross Sorkin's new book 1929 and his NYT column on modern speculation 3:20 Financialization and the loosening of investor protections in the 2020s 4:33 Wall Street's constant invention of confusing products that favor sellers 4:58 Robinhood's Vlad Tenev and the illusion of democratizing risk 6:12 Lowering the barriers to private markets and what that means for investors 7:26 Echoes of 1929: leveraged ETFs, margin-like structures, and “Russian-doll” debt 8:29 The perils of leverage and speed of modern market declines 9:02 Private-market tokens and the “mark-to-make-believe” problem 10:25 Overvaluation, lack of liquidity, and Wall Street's interest in 401(k) assets 11:41 Historical leverage shifts—from banks to private credit 12:58 Why trusting financial “authorities” can be dangerous 13:32 Emotional honesty: people lie, and investors must self-protect 14:42 Jealousy, lottery-thinking, and envy as behavioral pitfalls 15:36 Investing as elimination—avoid what's complex, costly, or confusing 16:48 Listener Q&A: two-fund simplicity (VT + BND) vs. multi-ETF tinkering 18:38 The temptation to overweight U.S. equities 20:00 Contrarian case for international exposure (VXUS) 21:15 ESPP stock cleanup: when to sell concentrated holdings 22:44 Charitable giving of appreciated stock for tax efficiency Learn more about your ad choices. Visit megaphone.fm/adchoices