Podcasts about The Contrarians

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The Contrarians

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The Contrarians
250 - Pt. 1 - Conan The Barbarian (CC)

The Contrarians

Play Episode Listen Later Oct 3, 2025 50:09


There's such a thing as Pre-Terminator Arnold Schwarzenegger and, oh boy, it's a tough experience to sit through. Exhibit A? CONAN THE BARBARIAN, which was appreciated by critics and audiences enough to get a sequel, despite featuring a wooden performance from Arnie and excessive slow-mo that would make Zack Snyder proud. Listen to Alex & Julio marvel at the T-800's humble beginnings!TIMELINE00:01:24 Conan The Barbarian00:14:28 Contrarians Corner- Wanna know how we really feel about CONAN THE BARBARIAN? 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 @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!

The Contrarians
250 - Pt. 2 - Conan The Barbarian (RT)

The Contrarians

Play Episode Listen Later Oct 3, 2025 57:58


Well, it was The 80s, so maybe we were all a little easier to impress. With that in mind, how does CONAN THE BARBARIAN hold up in a world that's been inundated with fantasy epics since its release? Can we spot what James Cameron might have seen in young Arnold Schwarzenegger back then? And will anyone think of the original Conan fans? That, and more, in this Real Talk segment!TIMELINE00:01:26 Always Passed By00:02:22 Real Talk00:54:46 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 @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 take an experimental animated trip, as we tackle the indie darling QUANTUM COWBOYS! Until then, let us know what you thought of Conan The Barbarian: Are we being too harsh on Arnold's acting chops? Does it hit differently if you are an old fashioned Conan fan? How does it compare to the Jason Momoa version? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Apparel Success
Why the Rich Look INSANE Before They Get Rich (And Why You Must Too)

Apparel Success

Play Episode Listen Later Oct 2, 2025 9:41


How The Rich Get Rich by Doing What Looked INSANE (So Can You)Scary ideas build wealth.Safe ideas keep you average.

Palisade Radio
Tavi Costa: Uncovering the Bullish Thesis for Gold, Silver, and The Contrarian Oil & Gas Bet

Palisade Radio

Play Episode Listen Later Oct 1, 2025 39:37


Stijn Schmitz welcomes Tavi Costa to the show. Tavi Costa is Macro Strategist at Crescat Capital. Costa shares a compelling personal journey from Brazil, where experiencing hyperinflation shaped his financial perspective, to becoming a tennis player and eventually a finance professional. His background in macro analysis has enabled him to identify significant market turning points, such as predicting China's potential economic challenges and the emerging commodity trends. Costa emphasizes the importance of independent research and developing strong conviction in investment strategies. He discusses the current bullish environment for gold and silver, highlighting a notable chart showing central banks increasingly preferring gold over treasuries. He believes the current gold market has substantial potential, potentially surpassing historical performance due to unprecedented economic conditions. Regarding silver, Costa presents an intriguing 45-year cup and handle technical pattern, suggesting the potential for silver prices to reach triple digits. He argues that limited silver exploration assets and increasing demand from various sectors could drive significant price appreciation. Moreover, he sees tremendous opportunity in mining companies, noting their impressive profit margins and potential for institutional attraction. Costa is also becoming bullish on energy, presenting a contrarian view based on declining oil inventories, reduced drilling activities, and potential increased energy consumption from technological developments like AI. He sees the energy sector as an undervalued asset class with significant medium-term potential. At Crescat Capital, Costa focuses on early-stage exploration companies, employing a venture capital approach in the mining space. He believes in actively helping management improve capital allocation and exploration strategies. His investment philosophy centers on identifying intrinsic value in companies before market recognition, with a particular focus on metals and resources. Throughout the discussion, Costa emphasizes flexibility in investment thinking, the importance of independent research, and the potential for significant shifts in market perception toward traditionally underappreciated sectors like mining and energy.

The Contrarians
FIRF #3 - In America

The Contrarians

Play Episode Listen Later Sep 30, 2025 64:11


The third installment of Fresh Immigrants, Rotten Fascists focuses on The Sullivans - an Irish family trying to start anew in America. So, of course, the movie is called IN AMERICA! Directed by Jim Sheridan, with Oscar-nominated performances from Samantha Morton and Djimon Hounsou, it's the kind of film that's determined to make you cry, and that's not necessarily a bad thing.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.- 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 @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!

Investing Experts
Don't fear AI bubble, there will be winners - Tech Contrarians

Investing Experts

Play Episode Listen Later Sep 30, 2025 35:38


Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).Show Notes:Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: reportTech Stocks - Focus On What Management Isn't Talking AboutRobotaxi Concerns, A Healthier Nvidia, AMD MomentumTop 6 Tech Stocks For Q4Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dr Roto Media Network
The Ultra Contrarian DFS Show | NFL Week 4

Dr Roto Media Network

Play Episode Listen Later Sep 28, 2025 51:47


In this episode of Bring the Pain, Fuego Steve and I are back for another Ultra Contrarian Show. Like always, we will be giving out DFS picks for both cash games and GPP, that will help you make those last minute decisions on who to start tomorrow. In the end, Steve will give out his Fuego Pick of the Week, which will then be followed by the Ultra Contrarian Lineups. Have a great day, everyone, and may the points be with you.#drroto #nfl #ultracontrarianshow #dfs #dfsineups #dfspicks #bringthepain #fuegopickoftheweek #gametheory #slateslayers #weeklyseries #jointoday 

Bring The PAIN!
The Ultra Contrarian DFS Show | NFL Week 4

Bring The PAIN!

Play Episode Listen Later Sep 28, 2025 51:47 Transcription Available


In this episode of Bring the Pain, Fuego Steve and I are back for another Ultra Contrarian Show. Like always, we will be giving out DFS picks for both cash games and GPP, which will help you make those last-minute decisions on who to start tomorrow. In the end, Steve will give out his Fuego Pick of the Week, which will then be followed by the Ultra Contrarian Lineups. 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​ #nfl​ #ultracontrarianshow​ #dfs​ #dfsineups​ #dfspicks​ #bringthepain​ #fuegopickoftheweek​ #gametheory​ #slateslayers​ #weeklyseries​ #jointoday​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Goldman Sachs Exchanges: The Markets
A Contrarian Call on Europe

Goldman Sachs Exchanges: The Markets

Play Episode Listen Later Sep 26, 2025 10:30


After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey.  Recorded on September 24, 2025.   The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Property Podcast
EP170: Is There Still a Place for the Small-Scale Landlord? — With Simon Zutshi

Your Property Podcast

Play Episode Listen Later Sep 25, 2025 46:04


Are small buy-to-let landlords finished… or is this exactly the moment to lean in? In this candid conversation, Ant Lyons (Your Property Network) sits down with veteran investor and PIN founder Simon Zutshi to cut through the doom and gloom around the Renters' Rights Bill, Section 24, EPC changes, rising rates—and why, despite it all, there's still a powerful role for the small, professional landlord. Simon shares his “five golden rules,” how he's adapting his own portfolio (and why most new purchases now go into Ltd companies), and the practical moves you can make this quarter to find motivated sellers, structure win-win deals, and buy for cash flow first. If you've been on the fence, this is your confidence injection. What you'll learn The real impact of the Renters' Rights Bill & Section 24—and how pros are adapting Why vulnerable tenants may be hit hardest (and how good landlords can still help) EPC realities for older stock and what “good enough” looks like Buying criteria that works in 2025–2026: cash flow, demand, buffer When flipping is risky—and how to future-proof by holding for income Why now is a contrarian buying window (and how to spot motivated landlords) How to “sweat the asset” (HMOs, SA) and compete on quality, not a race to the bottom Simon's offer-and-follow-up playbook to actually get deals agreed Timestamps 0:00 Intro — Is the small landlord finished? 1:30 The policy landscape: RRB, Section 24, taxation reality 6:40 Who really pays the price? Tenants, courts, and insurance options 11:20 EPC changes and older stock—what's realistic 14:30 Company structures, treating it like a business 17:30 Buy for cash flow (not hope): shifting criteria into 2026 21:40 Quality HMOs vs “average” stock 23:40 Contrarian window: why Simon is buying now 29:20 New builds vs value-add: where returns really come from 39:10 Simon's checklist: motivated sellers, demand, cash flow, long-term, buffer 43:55 Offer strategy & relentless follow-up About our guest Simon Zutshi is the founder of Property Investors Network (PIN), bestselling author of Property Magic, and a full-time investor with three decades of experience through multiple cycles.

WTFinance
"The Most Hated Rally In History" with Jason Shapiro

WTFinance

Play Episode Listen Later Sep 24, 2025 29:19


Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jason Shapiro. Jason is a trading legend, with 30+ years of trading experience, a hedge fund manager and featured in the book Unknown Market Wizards. During our conversation we spoke about the outlook on markets, how its the most hated rally in history, potential for September dip, AI stocks not peaked yet, Bullish assets and more. I hope you enjoy!0:00 - Introduction1:25 - Outlook on markets5:31 - Hated rally12:09 - September dip?12:43 - AI stocks not peaked?14:00 - Russell to outperform?15:17 - Global performance17:51 - Noise in markets19:21 - Bullish assets25:34 - Contrarian investing?26:59 - One message to takeaway?With over 30 years of trading experience, Jason has gone through most markets a trader should see in their career. From the crazy rallies during the 90s, the tech bubble pop in early 2000s, the 2008 market crash and the latest bull run starting in 2009. Through the last 20 years of his career, he has used a contrarian approach which has been very successful to him and his clients, as verified by Jack D. Schwager in his latest MARKET WIZARDS BOOK. Jason has managed large sums of money from a few million to several hundred million and learned a great deal about the Futures markets, from Equities, Currencies and Fixed Income to Currencies and Precious Metals.Jason Shapiro - Website - https://www.crowdedmarketreport.com/Twitter - https://twitter.com/Crowded_Mkt_RptLinkedIn - https://www.linkedin.com/in/jason-shapiro-53674994/YouTube - @crowdedmarketreport WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail Image from - https://www.caixinglobal.com/2019-03-12/opinion-china-stocks-arent-in-a-bull-market-yet-101391594.html

The Contrarians
249 - Pt. 1 - That Awkward Moment (CC)

The Contrarians

Play Episode Listen Later Sep 23, 2025 49:24


Ah, yes, that awkward moment when you find out one of the funniest R-rated romcoms of the new millennium is rotten on the Tomatometer. Joke's on critics, however, as the cast of THAT AWKWARD MOMENT went on to be major power players in Hollywood, despite that 23% green splotch: Efron, Jordan, Teller, Poots, Davis, come on! Listen to Alex & Julio as they make a desperate plea for more movies about bad boys learning to be sensitive good boyfriends.TIMELINE00:01:24 That Awkward Moment00:12:01 Contrarians Corner- Wanna know how we really feel about THAT AWKWARD MOMENT? 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 @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!

The Contrarians
249 - Pt. 2 - That Awkward Moment (RT)

The Contrarians

Play Episode Listen Later Sep 23, 2025 48:27


Is there still room in modern society for the man-child R-rated comedy? Can bros still be funny, or are they mostly cringe these days? Either way, it certainly helps your movie when you have a stacked cast, populated by incredibly charismatic performers poised to take over Hollywood. THAT AWKWARD MOMENT would triple its budget today, but it could also get a more charitable read from critics. Find out how we really feel about it in this Real Talk segment!TIMELINE00:01:26 Smart Enough00:02:25 Real Talk00:43:46 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 @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 grab a sword and put on sandals as we travel back to The 80s to tackle the very first CONAN THE BARBARIAN! Until then, let us know what you thought of That Awkward Moment: Guilty pleasure or exactly what the film industry needs right now? How much would you pay for that Llewyn Davis crossover? And why isn't Mackenzie Davis in more things? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The Rules of Investing
Chris Joye's big contrarian call

The Rules of Investing

Play Episode Listen Later Sep 23, 2025 36:48


Christopher Joye is making a bold call on the US. He believes Trump's policies will deliver exceptionally strong growth, fuelled by tariffs, tax cuts, and trillions in AI-driven investment. In this episode, Joye explains why he is so bullish on America, what the bond market is signalling, and his advice for investors as hybrids roll off in the years ahead. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

Mailbox Money Show
Webinar - Contrarian Investing with Brien Lundin, Russell Gray, and David Morgan

Mailbox Money Show

Play Episode Listen Later Sep 22, 2025 60:46


Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join host Bronson Hill in this webinar featuring experts sharing contrarian strategies for passive investors navigating economic shifts.Brien Lundin, editor of Gold Newsletter and director of the New Orleans Investment Conference, offers insights into gold and silver markets.David Morgan, author and founder of The Morgan Report, specializes in precious metals and rare earth elements.Russell Gray, founder of Raising Capitalist Foundation and former host of The Real Estate Guys Radio, blends real estate and metals expertise.Explore why gold is a safe haven amid tariff-driven market volatility, learn to allocate precious metals for liquidity and insurance, and discover contrarian opportunities in mining stocks, real estate, and essential assets.TIMESTAMPS00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)01:35 - Panel introductions: Brien Lunden, David Morgan, Russell Gray03:16 - David on contrarian investing: The lone wolf theory10:45 - David on tariffs unsettling bond markets and driving gold demand21:22 - Brian's chart: Gold as a safe haven amid dollar and treasury shifts24:39 - David on physical metals as a foundation before mining stocks27:06 - Russ on using gold as collateral for liquidity, not selling34:36 - David on rare earth elements and China's supply dominance43:32 - Russ on investing in essential assets like housing and energy46:05 - Brian on speculative mining stocks with undervalued resources50:17 - Brian on silver supply constraints for industrial use57:30 - Closing: How to connect with panelistsConnect with the Guest:Brien Lundin:Website: https://goldnewsletter.com/https://neworleansconference.com/Linkedin: https://www.linkedin.com/in/brien-lundin-b37a4819/X: : https://twitter.com/GoldNewsletterRussell Gray:Show: https://mainstreetcapitalist.com/Linkedin: https://www.linkedin.com/in/russellwgray/Email: follow@russellgray.comDavid Morgan:Website: https://silversunrise.tv/Website: https://www.themorganreport.com/Linkedin: https://www.linkedin.com/in/thedavidmorgan/Facebook: https://www.facebook.com/TheMorganReport#PreciousMetals#GoldInvesting#SilverInvesting#ContrarianInvesting#PassiveIncome#RealEstate#EconomicOutlook

Lenny's Podcast: Product | Growth | Career
From managing people to managing AI: The leadership skills everyone needs now | Julie Zhuo (Facebook VP, Sundial CEO, The Making of a Manager author)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Sep 21, 2025 96:24


Julie Zhuo is the former VP and Head of Design at Facebook (now Meta), author of the bestselling book The Making of a Manager, and co-founder of Sundial, an AI-powered data analysis company. Also, my first-ever podcast guest over 3 years ago!In our conversation, we discuss:1. The three core manager skills that translate directly to managing AI agents2. How her team uses AI to learn new skills 10x faster3. The “diagnose with data, treat with design” framework for balancing gut and data4. Why hypergrowth AI companies have terrible data infrastructure (and why it doesn't matter)5. How to give feedback that actually lands—including Julie's exact script for difficult conversations6. What Julie's teaching her kids about an AI future (hint: it's not coding or STEM)—Brought to you by:Mercury — The art of simplified financesDX — The developer intelligence platform designed by leading researchersPostHog—How developers build successful products—Transcript: https://www.lennysnewsletter.com/p/from-managing-people-to-managing-ai-julie-zhuo—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/172723725/my-biggest-takeaways-from-this-conversation—Where to find Julie Zhuo:• X: https://x.com/joulee• LinkedIn: https://www.linkedin.com/in/julie-zhuo/• Website: https://www.juliezhuo.com/• Newsletter: https://lg.substack.com/• Sundial: https://sundial.so/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Welcome back, Julie!(05:18) The success of The Making of a Manager(08:41) Why AI will make everyone a manager(11:38) The future of management roles(14:00) Empowering teams with AI(21:30) Specific roles being accelerated by AI(26:53) Data analysis in AI companies(32:02) The role of data in design(37:21) The evolving role of managers in the AI era(40:22) Embracing change and uncertainty(42:14) Timeless lessons for managers(49:03) Balancing strengths and weaknesses(57:49) Building a feedback culture(01:05:33) Creating win-win situations(01:09:27) Being aware of your own energy and conviction(01:12:12) Navigating disagreements with higher-ups(01:15:57) AI corner(01:20:08) Contrarian corner(01:23:14) Lightning round and final thoughts—Referenced:• Julie Zhuo on accelerating your career, impostor syndrome, writing, building product sense, using intuition vs. data, hiring designers, and moving into management: https://www.lennysnewsletter.com/p/episode-2-julie-zhuo• Waymo: https://waymo.com/• How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO): https://www.lennysnewsletter.com/p/how-we-restructured-airtables-entire-org-for-ai• Cursor: https://cursor.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Inside ChatGPT: The fastest growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• The Magic Loop: https://www.lennysnewsletter.com/p/the-magic-loop• Dunning-Kruger effect: https://en.wikipedia.org/wiki/Dunning%E2%80%93Kruger_effect• Eric Antonow on LinkedIn: https://www.linkedin.com/in/antonow/• Methaphone: https://methaphone.com/• Replit: https://replit.com/• “Baby” by Justin Bieber on Spotify: https://open.spotify.com/track/6epn3r7S14KUqlReYr77hA• Kingdom Rush: https://www.kingdomrush.com/• Dr. Becky on TikTok: https://www.tiktok.com/@drbeckyatgoodinside• Emily Oster on TikTok: https://www.tiktok.com/@profemilyoster• La La Land on Netflix: https://www.netflix.com/title/80095365• Granola: https://www.granola.ai/• Matic robots: https://maticrobots.com/• Limitless pendant: https://www.limitless.ai/• How I AI: https://www.youtube.com/@howiaipodcast—Recommended books:• The Making of a Manager: What to Do when Everyone Looks to You: https://www.amazon.com/Making-Manager-What-Everyone-Looks/dp/0525540423• High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884/• Zen and the Art of Motorcycle Maintenance: An Inquiry into Values: https://www.amazon.com/Zen-Art-Motorcycle-Maintenance-Inquiry/dp/0061673730• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Good Inside: A Practical Guide to Resilient Parenting Prioritizing Connection Over Correction: https://www.amazon.com/Good-Inside-Guide-Becoming-Parent/dp/0063159481/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

The Contrarians
After Hours: Rocky III (A Patreon Sampler)

The Contrarians

Play Episode Listen Later Sep 20, 2025 51:49


Here's a bonus treat for you, Contrarians Listeners! As discussed at the end of our The Matrix episode, the Patreon After Hours for that recording is a two-parter. We've decided to make Part One, which deals with Rocky III and Alex's conflicted feelings about Hulk Hogan, available on the show's main feed. Enjoy!And if you like this type of conversation, there's plenty more on our Patreon channel - found at patreon.com/contrarianprime - including Part Two of this After Hours, which tackles our final MTV Banger of the Summer: the celebrated documentary HOOP DREAMS!- 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!

Dr Roto Media Network
The Ultra Contrarian Show | NFL Week 3

Dr Roto Media Network

Play Episode Listen Later Sep 20, 2025 37:33


In this episode of Bring the Pain, Fuego Steve and I are back and ready to slay the DFS slates for the NFL's week 3. With the show doing great so far, I thought it would be great to do a huge sway from the pack this week by avoiding the back chalk that everyone will be on. That means you'll get all of that, Steve's Fuego Pick of the Week, and the Ultra Contrarian Lineups. That means you better buckle up because this is going to be a wild ride. Have a great day, everyone, and may the points be with you.

Bring The PAIN!
The Ultra Contrarian Show | NFL Week 3

Bring The PAIN!

Play Episode Listen Later Sep 20, 2025 37:33 Transcription Available


In this episode of Bring the Pain, Fuego Steve and I are back and ready to slay the DFS slates for the NFL's week 3. With the show doing great so far, I thought it would be great to do a huge sway from the pack this week by avoiding the back chalk that everyone will be on. That means you'll get all of that, Steve's Fuego Pick of the Week, and the Ultra Contrarian Lineups. That means you better buckle up because this is going to be a wild ride. Have a great day, everyone, and may the pints 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...#nfl #dfs #bringthepain #ultracontrarianshow #ultracontrarianlineups #fuegopickoftheweek #drroto #fanduel #draftkingsBecome a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Deep State Radio
The Daily Blast: Trump's Crazed New Rants Make Jimmy Kimmel Mess Look Even More Corrupt

Deep State Radio

Play Episode Listen Later Sep 19, 2025 27:00


This week, ABC suspended comedian Jimmy Kimmel's show under pressure from the Trump administration. The ostensible reason: Kimmel supposedly spread disinformation about Charlie Kirk's alleged assassin. But then President Trump ranted to reporters on Air Force One about the ouster, and he basically confirmed that he's sending a message to networks that they can't criticize him too much. “They're not allowed to do that,” Trump said. Actually, they are, and in this, Trump made the ouster look even more corrupt. Trump also rambled angrily about how many of the people he sees on TV are crazy or on drugs, and he reiterated his threat to unleash the state on the leftist enemy within. All this confirmed that Trump is both increasingly unhinged and emboldened to carry out his autocratic takeover right out in the open. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a good new piece on Trump's abuses. We discussed how Trump's consolidation of power works, why many institutions are capitulating to it, and how Democrats can fight back.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Saxo Market Call
As painfully contrarian as ever here on triple witching day.

Saxo Market Call

Play Episode Listen Later Sep 19, 2025 25:40


Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some names reporting next week, including recent darling Micron, key developments in FX as the US dollar is on the comeback path and the JPY churns post-BoJ. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

THE DAILY BLAST with Greg Sargent
Trump's Crazed New Rants Make Jimmy Kimmel Mess Look Even More Corrupt

THE DAILY BLAST with Greg Sargent

Play Episode Listen Later Sep 19, 2025 27:00


This week, ABC suspended comedian Jimmy Kimmel's show under pressure from the Trump administration. The ostensible reason: Kimmel supposedly spread disinformation about Charlie Kirk's alleged assassin. But then President Trump ranted to reporters on Air Force One about the ouster, and he basically confirmed that he's sending a message to networks that they can't criticize him too much. “They're not allowed to do that,” Trump said. Actually, they are, and in this, Trump made the ouster look even more corrupt. Trump also rambled angrily about how many of the people he sees on TV are crazy or on drugs, and he reiterated his threat to unleash the state on the leftist enemy within. All this confirmed that Trump is both increasingly unhinged and emboldened to carry out his autocratic takeover right out in the open. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a good new piece on Trump's abuses. We discussed how Trump's consolidation of power works, why many institutions are capitulating to it, and how Democrats can fight back. Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Deep State Radio
The Daily Blast: Trump's Crazed New Rants Make Jimmy Kimmel Mess Look Even More Corrupt

Deep State Radio

Play Episode Listen Later Sep 19, 2025 27:00


This week, ABC suspended comedian Jimmy Kimmel's show under pressure from the Trump administration. The ostensible reason: Kimmel supposedly spread disinformation about Charlie Kirk's alleged assassin. But then President Trump ranted to reporters on Air Force One about the ouster, and he basically confirmed that he's sending a message to networks that they can't criticize him too much. “They're not allowed to do that,” Trump said. Actually, they are, and in this, Trump made the ouster look even more corrupt. Trump also rambled angrily about how many of the people he sees on TV are crazy or on drugs, and he reiterated his threat to unleash the state on the leftist enemy within. All this confirmed that Trump is both increasingly unhinged and emboldened to carry out his autocratic takeover right out in the open. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a good new piece on Trump's abuses. We discussed how Trump's consolidation of power works, why many institutions are capitulating to it, and how Democrats can fight back.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Money News with Ross Greenwood: Highlights
Adam Schwab, CEO of Luxury Escapes & host of “The Contrarians” podcast

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Sep 18, 2025 10:05


The Australian start-up sector is changing, with more companies chasing money overseas. But will Canva’s patience result in big bucks if and when it hits Wall Street?See omnystudio.com/listener for privacy information.

All the Hacks
Contrarian Takes on Money, Risk, and Retirement with Tyler Gardner

All the Hacks

Play Episode Listen Later Sep 17, 2025 71:50


#246: Today we explore contrarian takes on budgeting, the 4% rule, retirement planning, and the risks of blindly investing in bonds. We also cover strategies for investing, spending, and rethinking how to use money with purpose. Tyler Gardner is a personal finance creator, educator, and former portfolio manager who's built a following by challenging conventional money wisdom. He's also the host of Your Money Guide on the Side. Link to Full Show Notes: https://chrishutchins.com/rethinking-personal-finance-tyler-gardner Partner Deals Trust & Will: Get 20% off personalized, legally binding estate plans LMNT: Free sample pack of my favorite electrolyte drink mix Mercury: Help your business grow with simplified finances Vuori: 20% off the most comfortable performance apparel I've ever worn Superhuman: Free month of the fastest and best email with code ALLTHEHACKS For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Tyler: Podcast | Instagram | TikTok Should I Invest in Bonds? Bill Perkins: Die With Zero: Getting All You Can from Your Money and Your Life ATH Podcast Ep #91: Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (00:54) The True Purpose of Wealth (04:18) Do We Really Need an Emergency Fund? (07:22) Where to Keep Your Money During Uncertainty (14:45) Quick History Behind the 4% Rule (18:18) Modifying the 4% Rule for Retirement (22:30) The Flaws of the 4% Rule (25:51) How People in Iceland Approach Careers (27:11) Why You Should Learn to Occupy Time with Your Passion (31:48) Pursuing a Portfolio Career (35:20) The Importance of Having "Financial Neighbors" (38:55) Tyler's One Piece of Advice to Everyone (42:29) The Problem of Inheriting Money Scripts (45:35) Ways to Overcome Frugality (49:57) Tyler's View on Budgeting (54:28) How to Think About Taking Risks (57:38) Monte Carlo Scenarios (01:02:26) The Coast FIRE Movement (01:04:41) Why Tyler Doesn't Like Bonds (01:06:54) The Core-Satellite Approach for Investing (01:12:38) Important Investing Lessons (01:13:56) Where to Find Tyler Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mailbox Money Show
Webinar - Cash Flow First Investment Expert Panel - Courtney Moeller, Denis Shapiro, Patrick Grimes, Sarah Sullivan

Mailbox Money Show

Play Episode Listen Later Sep 16, 2025 61:57


Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and the Cash Flow First Investment Expert Panel:Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street, specializes in recession-resilient cash flow investments like private credit and litigation finance.Courtney Moeller, founder of EMPR Investment Group, focuses on oil and gas, private lending, and business acquisitions, emphasizing diversification.Denis Shapiro, author of The Alternative Investment Almanac and founder of SIH Capital Group, targets affordable housing and hospitality for stable cash flow.Sarah Sullivan, founder of Sugo Capital, explores high-return opportunities like lending to e-commerce businesses while prioritizing investor goals.Discover why cash flow is king for replacing income, explore alternative assets like oil and gas, affordable housing, private lending, and e-commerce, and learn to navigate risks in multifamily real estate.TIMESTAMPS00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)01:26 - Why cash flow matters for financial freedom02:36 - Poll: What's your primary investment goal?02:47 - Panel introductions: Patrick Grimes, Courtney Moeller, Denis Shapiro, Sarah Sullivan04:03 - Why cash flow is key: Courtney on covering bills, Denis on the holy grail06:14 - Patrick on recession-resilient cash flow and private credit07:54 - Sarah on prioritizing appreciation over cash flow for tax benefits09:25 - Poll: What's your primary investment goal?10:39 - Favorite assets13:58 - Patrick on commercial real estate and litigation finance15:59 - Sarah on lending to e-commerce businesses19:08 - Poll: Most reliable cash flow asset19:49 - Multifamily challenges: Courtney on institutionalization, Sarah on distressed buys23:51 - Poll: Biggest concern about cash flow investing24:04 - Patrick on multifamily struggles: interest rates, COVID, insurance costs27:14 - Denis on affordable housing opportunities30:16 - Contrarian investing: Buying out-of-favor assets31:56 - Sarah on the guru effect oversaturating multifamily36:46 - Poll: Cash flow focus40:24 - Poll: Where to deploy $500k?41:36 - Q&A: Cash calls in syndications43:37 - Q&A: Alternatives to holding cash49:04 - Courtney on building business credit for liquidity56:37 - Closing | How to connect with the panelistsConnect with the Guests:Courtney Moeller:Website: courtneymoeller.comLinkedIn: https://www.linkedin.com/in/csmoeller/Oil & Gas Report: http://oilandgasreport.net/Denis Shapiro:Email: Denis@SIHCapitalGroup.comWebsite: https://sihcapitalgroup.com/X: https://x.com/sihcapital?lang=enInstagram: https://www.instagram.com/sihcapitalgroup/?hl=enLinkedin: https://www.linkedin.com/in/denisshapiroPatrick Grimes:Book: https://passiveinvestingmastery.com/bookWebsite: https://passiveinvestingmastery.com/Linkedin: https://www.linkedin.com/in/patricksgrimes/Email: Info@passiveinvestingmastery.comSarah Sullivan:Website: https://theconfidentinvestorsummit.com/freedom-in-3-recurring-live/#CashFlowInvesting#PassiveIncome#AlternativeInvestments#RealEstate#OilAndGas#PrivateLending#FinancialFreedom

America's Commercial Real Estate Show
Office Market Contrarian Investing with Rod Kritsberg

America's Commercial Real Estate Show

Play Episode Listen Later Sep 16, 2025 27:10


This week, Michael Bull, CCIM, welcomes Rod Kritsberg, co-founder and CIO of KPG Funds, to discuss the current state of the office sector in commercial real estate. They delve into the contrasting performance of high-end boutique office spaces versus lower-quality assets, exploring the implications of rising interest rates and changing tenant demands. Rod shares insights on the opportunities for contrarian investing in office properties, the importance of location and quality, and the evolving landscape of capital markets.  Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate  

Talking Feds
A Darker Turn

Talking Feds

Play Episode Listen Later Sep 15, 2025 55:52


As the country reels from the killing of conservative activist Charlie Kirk, Harry welcomes a special all-Contrarian panel of George Conway, Norm Eisen, and Jen Rubin to grapple with the attack's aftershocks. Has the country taken a yet darker turn, with political violence now in the mix? Will Trump seek to institute a crackdown on his critics? And has Kash Patel's leadership weakened the FBI's ability to respond effectively and impartially to a rising tide of politically motivated attacks?  Learn more about your ad choices. Visit megaphone.fm/adchoices

Property Profits Real Estate Podcast
No Leverage, No Problem: Dustin Heiner's Contrarian Real Estate Strategy

Property Profits Real Estate Podcast

Play Episode Listen Later Sep 15, 2025 14:32


What if the best way to build wealth in real estate wasn't through piling on debt, but through a simple, steady strategy that builds lasting security? In this episode of The Property Profits Podcast, host Dave Dubeau sits down with Dustin Heiner from Master Passive Income. Dustin is “successfully unemployed” thanks to his 30+ single-family homes and apartment complexes. But unlike many gurus, Dustin took a contrarian path—paying down properties, reducing risk, and creating a business that funds his life and his legacy. You'll hear how Dustin: Built a portfolio of 30+ single-family homes starting with little knowledge and money Balanced leverage with his wife's comfort level by aggressively paying down mortgages Used the “snowball method” to pay off properties and free up more cash flow Teaches his own kids to buy rental properties—even his 16-year-old daughter already owns one! Thinks long-term by holding assets, refinancing instead of selling, and focusing on steady income   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/    

Talking Billions with Bogumil Baranowski
“Ram" PV Ramanathan: From Oil Rigs to Fund Management: An Unlikely Journey: How a Chartered Accountant Built Wealth Through Patient Capital and Zero Leverage

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Sep 15, 2025 80:31


For more content, find me on Substack: https://bogumilbaranowski.substack.com/P.V. Ramanathan is a Dubai-based entrepreneur, chartered accountant, and fund-of-funds manager who led a successful leveraged buyout in 2003, founded Neeti Fund, and hosts the prestigious ValueX Middle East conference annually.3:00 - Ram's middle-class Indian upbringing and early exposure to family finances through banking errands with his father, sparking entrepreneurial drive6:00 - Career journey from Ernst & Young Dubai to Schlumberger, learning business operations by spending weekends on oil rigs in coveralls9:30 - "Money has always been an enabler for me" - philosophy shaped by helping replenish father's education investment13:00 - Transition from CFO role to leading a management buyout of corrosion services business, discovering value investing simultaneously18:00 - Building Corrosion Technology Services (CTS) without leverage: "We are bottom feeders. Anyone who works for us six years is potential competitor"25:00 - Investment philosophy: Four-bucket approach (value, growth, ballast funds) targeting steady single-digit returns with downside protection32:00 - Contrarian belief: "Don't fixate on short-term results" - explains why quarterly obsession drives counterproductive business behavior41:00 - Business survival principles: Zero leverage, conservative revenue recognition, maintaining cash reserves through all cycles50:00 - Global investment opportunities: Highlighting undervalued Korean market and biotech sector despite volatility57:00 - ValueX Middle East origins and Toastmasters impact: "All of us are better than some of us" - community building philosophy63:00 - Definition of success: "Making positive difference in every endeavor I undertake" - touching lives through business, investing, and relationshipsPodcast 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.

Kicked In The Teeth: An AC/DC Podcast
10 Best Fast AC/DC Songs

Kicked In The Teeth: An AC/DC Podcast

Play Episode Listen Later Sep 15, 2025 34:36


Make a donation at: https://ko-fi.com/kickedintheteeth 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

Dr Roto Media Network
The Ultra Contrarian Show | NFL Week 2

Dr Roto Media Network

Play Episode Listen Later Sep 13, 2025 42:19


In this episode of Bring the Pain, Fuego Steve and I are back for another Ultra Contrarian Show. Like usual, we walk through the DFS slates, looking for those players who could make a difference. After that, we get wild and go deep by giving out four full DFS lineups in full and Steve's Fuego Pick of the Week. We say it with our chests at Dr. Roto because we want you to be our rich friends. Have a great day, everyone, and may the points be with you.

Bring The PAIN!
The Ultra Contrarian Show | NFL Week 2

Bring The PAIN!

Play Episode Listen Later Sep 13, 2025 42:19 Transcription Available


In this episode of Bring the Pain, Fuego Steve and I are back for another Ultra Contrarian Show. Like usual, we walk through the DFS slates, looking for those players who could make a difference. After that, we get wild and go deep by giving out four full DFS lineups in full and Steve's Fuego Pick of the Week. We say it with our chests at Dr. Roto because we want you to be our rich friends. 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...Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

The Contrarians
248 - Pt. 2 - Casablanca (RT)

The Contrarians

Play Episode Listen Later Sep 12, 2025 55:17


Come on. It's CASABLANCA. Who doesn't love Casablanca? Not The Contrarians! But actually, there are people in the darkest corners of Letterboxd who find it boring and reprehensible. So you know this Real Talk segment will start with a bit of a rant before we give in to a full lovefest!TIMELINE00:01:26 Bad timing00:02:12 Real Talk00:50:08 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 @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 follow an old classic with a modern classic: the romantic comedy THAT AWKWARD MOMENT! Until then, let us know what you thought of Casablanca: Is it hopelessly out of touch for newer generations? Would Rick have voted for whatever Libertarian candidate was running? Would a remake make the nazis wear red hats? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The Contrarians
248 - Pt. 1 - Casablanca (CC)

The Contrarians

Play Episode Listen Later Sep 12, 2025 46:23


You know why, as of this recording, CASABLANCA still doesn't have a Criterion edition? Probably because The Powers That Be know that 99% Tomatometer score is a hollow accolade. The Rick/Ilsa/Lazlo love triangle was captivating back when we were in the throes of WW2 but, watching it today, it's a silly distraction from serious international issues. Listen to Alex & Julio as they do their best not to sing La Marseillaise on this episode!TIMELINE00:01:24 Casablanca00:08:00 Contrarians Corner- Wanna know how we really feel about CASABLANCA? 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 @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!

Fitness Contrarian
Over 50 Fitness Contrarian Podcast Relaunch: Fat Loss, Fitness & Longevity After 50

Fitness Contrarian

Play Episode Listen Later Sep 12, 2025 2:46


Welcome to Season 2 of the Over 50 Fitness Contrarian Podcast! In this episode, Mike Cola — ACSM Certified Exercise Physiologist with 40 years of coaching experience — relaunches the show with a new focus: fat loss, fitness, and longevity for professionals over 50.You'll hear why Mike started this podcast, what “contrarian” really means when it comes to health, and how simple strategies can help you:Lose stubborn belly fat after 50Build strength without exhausting workoutsBoost energy and extend your healthspanWhether you're a busy professional, business owner, or simply ready to feel younger, this season is all about helping you look, feel, and perform at your best — after 50 and beyond.

Little Left of Center Podcast
Podcasting's Celebrity Problem

Little Left of Center Podcast

Play Episode Listen Later Sep 11, 2025 46:16


When everyone has a mic, how the hell do you know who to trust? That's the question keeping me up at night as I watch the podcasting industry completely transform before our eyes. The most influential podcast hosts are literally walking away from easy money and celebrity guests to chase something more valuable: authenticity. Rich Roll and Tim Ferriss aren't just making programming changes - they're leading a revolution that's about to reshape how we consume media forever.This shift isn't just about podcasting - it's about finding solid ground in a world designed to destabilize us. I'm pulling you into the room where this cultural earthquake is happening loudest, sharing the data my software genius husband has been aggregating, and revealing why this moment could be the difference between building something forgettable or becoming absolutely essential. Plus, I'm dropping a massive announcement about a new podcast I'm launching that takes this whole trust crisis to the next level.What You'll Learn in This Episode:• Why podcast industry giants like Rich Roll and Tim Ferriss are rejecting celebrity press tours and what this means for authentic content creation • The explosive rise of contrarian podcasting and why audiences are craving perspectives outside mainstream narratives• How video podcasting is reshaping listener expectations and driving podcast market evolution • The seven proven monetization strategies that are actually working in today's saturated market • Why niche content is building more loyal communities than broad-appeal shows • How AI tools are streamlining production while demanding even more authenticity from creators • The surprising data showing market saturation is actually decreasing, creating massive opportunities • What's really behind the trust crisis in media and how podcasters are respondingReady to stop consuming recycled bullshit and start building something that matters? The podcasting landscape is shifting faster than ever, and those who understand these trends will be the ones who survive and thrive. Whether you're thinking about launching your own show or just want to be a smarter consumer of media, this episode will completely change how you see the industry.Connect with me on Instagram, LinkedIn, or visit my website to dive deeper into these conversations.Resources and Links Mentioned:• Dr. Jessica Knurick interview on Rich Roll • Riverside recording platform• Allison Hare on Substack• FREE Plan Your Podcast Workshop - grab your spot (last free workshop - will be paid going forward)• Book a free clarity call: https://go.allisonhare.com/45-min-call• Don't Trust Us podcast (coming in October!)Quotes"If everyone has a mic, how do you know who to trust? And you know, this is not just a podcasting problem, it's a culture problem." (00:00)"Your earbuds are where new ideas are seeded. You know, like they're planting the seeds and reputations are built and entire movements are born." (01:30)"You have never been broken. You have never been disempowered. Maybe you felt that way, but you always had it." (45:20)"I don't want to amplify voices that may be on the fringe, but I also would like to amplify voices that you may not know yet because they are in the background doing their medical research." (08:15)"The design is to destabilize all of this as a civilization, as a society, and podcasts are reflecting that. They are pivoting with contrarian perspectives." (13:45)Timestamps• 00:00 - Opening: The trust crisis in podcasting • 02:30 - Husband's podcast data aggregation findings • 05:00 - Rich Roll and Tim Ferriss rejecting celebrity press tours • 10:00 - Personal story about trust and sources (blue methyl example) • 15:00 - Video podcasting trends and YouTube dominance • 20:00 - Niche content building dedicated communities • 25:00 - Seven ways to monetize podcasts • 30:00 - New podcast launches and political trends • 35:00 - What's fading in the podcast world • 40:00 - Reinvention Room evolution and personal journey • 45:00 - Big announcement: "Don't Trust Us" podcast launch • 50:00 - Closing thoughts on credibility and storytellingTips/TakeawaysAuthenticity beats polish - audiences can spot AI-generated content and recycled talking points immediately.Niche content with dedicated communities outperforms broad-appeal shows for building loyal audiences.Video podcasting is becoming essential as YouTube remains the top search engine above Google.Multiple revenue streams work better than relying solely on traditional sponsorships and ads.Contrarian perspectives are gaining traction as audiences reject mainstream narratives.Trust in sources matters more than ever - evaluate who you're getting information from and why. Be sure to rate, review, and follow this podcast on your player and also, connect with me IRL for more goodness and life-changing stuff.Schedule a FREE podcast clarity call with me - Your future audience is out there. Talk to them!Sign up for the free Reinvention Roadmap weekly emailAllisonHare.comFollow me on Instagram, LinkedIn, Facebook, and YouTube.DOWNLOAD the free podcast equipment guide- No guesswork, no google rabbit holes, start recording todayReb3l Dance Fitness - Try it at home! Free month with this link.Personal Brand - need help building yours? Schedule a call with me here and let's discuss.Feedback and Contact:: allison@allisonhare.com

Trans Resister Radio
The New Peter Thiel Is Contrarian Not Libertarian, AoT#473

Trans Resister Radio

Play Episode Listen Later Sep 7, 2025 59:20


The pretense of being a Libertarian was just too much work to keep up with for Peter Thiel, and so a new label has been conjured up to describe him. As a contrarian, he now has the luxury of not having to believe in anything, and instead maintain an appearance of antagonism to the status quo.  Topics include: Patreon posts, Carroll Quigley, mainstreaming of conspiracy culture, transformation of former Truth Movement, creative spark is back, transhumanism becoming a mainstream topic, exposing technocratic propaganda, disinformation everywhere, Peter Thiel the contrarian, public relations, building public persona, move away from Libertarian identity, adaptations within right wing propaganda stream, shifting narratives, Elon Musk public profile model, Christian Identity, Anti-Christ lecture series, no charisma Silicon Valley billionaires, Ray Kurzweil, Rogan interviews, Andreessen, Techno Utopian Manifesto, taking attention away from real problems, puritanical dark religious aspect to right wing propaganda, international disinformation campaigns, Bernays, Technological Society, perfection of technique, global government, luxury bunkers, end times head space, Revelation of the Method, occult concepts, poor or no research feeds you into disinformation stream, encouraging nihilism, pretending not to be the new establishment, old mainstream media no longer exists, going deeper into the virtual world, rapid change

Hospitality Daily Podcast
Do Wild Stuff: Collaborations, Contrarian Thinking, and Curated Travel in Japan with Ryan Bukstein

Hospitality Daily Podcast

Play Episode Listen Later Sep 7, 2025 13:50


Ryan Bukstein has spent his career shaping people-driven brands, from his early work at Ace Hotel to leading marketing at Vacation, and now as a consultant. In this conversation, he shares how collaboration, contrarian thinking, and a love of Japan are coming together in his latest project: a curated travel experience with the founders of clean beauty brand Dam Dam.More episodes with Ryan:Ace Hotel's Early Days: Punk Spirit and Hospitality InnovationThe Art of Turning Curiosity into Brand Equity: Lessons from Ace Hotel to Vacation & BeyondWhy Mentorship Matters Now More Than EverLearn more about Ryan's firm, SMPL, here. A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Do This, NOT That: Marketing Tips with Jay Schwedelson l Presented By Marigold
3 WORDS That Can BOOST Your Engagement 60%

Do This, NOT That: Marketing Tips with Jay Schwedelson l Presented By Marigold

Play Episode Listen Later Sep 5, 2025 11:21 Transcription Available


The smallest detail can make or break your engagement, and Jay Schwedelson is fired up about it. Forget the fancy hooks and long copy—the first word of your subject line or post might be the single biggest factor in whether people keep reading or scroll right past. He breaks down fresh data on LinkedIn, email, and Instagram that shows just how powerful those opening words really are, plus exactly which ones get the biggest lift.ㅤBest Moments:(01:19) Why the very first word of your subject line changes everything(02:31) How LinkedIn's mobile notifications only show your first three words(03:21) Contrarian, commanding, and relatable openers that boost engagement(04:27) The surprising first words that lift non-sales email opens by 20%(05:15) Which urgency words drive sales emails like “last” and “ends”(05:54) Why Instagram engagement lives or dies in the first two secondsㅤCheck out our 100% FREE + VIRTUAL EVENTS! ->Guru Conference - The World's Largest Virtual EMAIL MARKETING Conference - Nov 6-7!Register here: www.GuruConference.comㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, Marigold!!Email chaos across campuses, branches, or chapters? Emma by Marigold lets HQ keep control while local teams send on-brand, on-time messages with ease.Podcast & GURU listeners: 50 % off your first 3 months with an annual plan (new customers, 10 k-contact minimum, terms apply).Claim your offer now at jayschwedelson.com/emma

TD Ameritrade Network
Clark: Increase Small & Mid Cap Exposure, Healthcare ‘Contrarian Play'

TD Ameritrade Network

Play Episode Listen Later Sep 5, 2025 9:45


The jobs report was “lighter than expected,” says Brandon Clark, meaning the Fed is “very likely” to cut rates this month, but probably only 25 basis points. He expects another cut before the end of the year as well. Brandon thinks investors should still be overweight large caps but start getting more exposure to small and mid caps. His “contrarian play” is healthcare, citing the AI tailwinds for the industry. He also discusses his bullish narrative for crypto.======== 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

The Independent Advisors
The Independent Advisors Podcast Episode 316: Seasonality in Vogue

The Independent Advisors

Play Episode Listen Later Sep 4, 2025 33:24


#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International MarketsDollar weakness driving international outperformanceConcerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.Housing Market Dynamics Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.Despite higher mortgage rates, household debt service remains below historical norms.Oversupply of sellers versus buyers suggests potential downward pressure on home prices.Federal Reserve Policy Shift Fed adopted new approach removing 2% average inflation target reference and focusing on employment shortfalls.AI Job Displacement ConcernsHistorical analysis shows technological advances have created 6 billion jobs despite continuous industry disruption.Show Notes:Post on X by Ryan Detrick at Carson Investment Research on 8.29 - https://x.com/RyanDetrick/status/1961495356287463555 blog post from Jeff Hirsch on 8.27 - https://jeffhirsch.tumblr.com/post/793063284503953408/bears-have-been-running-wild-in-september-since Blog post from Taylor Schulte on 8.28 titled “6 Favorite Investing Charts - https://taylor-schulte.kit.com/posts/the-best-investing-charts-august-2025 Blog Post from Seth Klarman on 8.25. titled “Job Churn” - https://seths.blog/2025/08/job-churn/ If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Open Market
Auren Hoffman on LiveRamp Lessons, Great Talent, and Contrarian Takes

Open Market

Play Episode Listen Later Sep 3, 2025 43:34


Serial entrepreneur and investor Auren Hoffman joins Eric and Joe to discuss why he shouldn't have sold LiveRamp and how he'd push the company forward today, what he's excited about in adtech, how to spot great talent, and things most people he respects believe that he disagrees with. Tune in to find out whether EQ is overrated and why Auren might start another adtech company.

The Information's 411
Replit CEO's Contrarian AI Bet, Elastic's Search Moat & Musk's OpenAI Suit | Aug 29, 2025

The Information's 411

Play Episode Listen Later Sep 2, 2025 35:54


Replit CEO Amjad Masad talks with TITV Host Akash Pasricha about the financial margins of AI. We also talk with Elastic CEO Ash Kulkarni about the future of AI search and get into the Elon Musk vs. Sam Altman lawsuit with our reporters Theo Wyatt and Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Contrarians
247 - Pt. 2 - Big Daddy (RT)

The Contrarians

Play Episode Listen Later Sep 1, 2025 57:52


Are we ending The Summer of the (MTV) Bangers with a bang or with a whimper? The only way to answer that is by having a real discussion about BIG DADDY and reckoning with the different types of movies Adam Sandler makes and why some work for us better than others. Plus: Alex tells a Scuba Steve story that instantly becomes a Top Tier Contrarians Classic.TIMELINE00:01:26 Do you wear diapers?00:01:40 Real Talk00:53:37 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 @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 recover from our summer event by going back to the classics, as we tackle the beloved CASABLANCA! Until then, let us know what you thought of Big Daddy: Was it a turning point in Adam Sandler's career? Were you one of the beer-guzzling college kids it was trying to trick into watching a movie about feelings? Did it make for a memorable date? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The Contrarians
247 - Pt. 1 - Big Daddy (CC)

The Contrarians

Play Episode Listen Later Sep 1, 2025 55:48


What's most irresistible than a 90s slacker finding his inner father figure and (sort of) adopting an orphan? Adam Sandler's off-kilter take on Annie charmed audiences everywhere - even as it turned critics off. And so BIG DADDY's 39% Tomatometer score is offset by Adam Sandler's MTV Movie Awards win for Best Comedic Performance. Listen to Alex & Julio as they close The Summer of the (MTV) Bangers in style!TIMELINE00:01:24 Big Daddy00:14:49 Contrarians Corner- Wanna know how we really feel about BIG DADDY? 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 @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!

The Contrarians
FIRF #2 - The Great Dictator

The Contrarians

Play Episode Listen Later Aug 29, 2025 67:43


The second installment of Fresh Immigrants, Rotten Fascists focuses on Adenoid Hynkel - the familiar looking authoritarian played by Charlie Chaplin in THE GREAT DICTATOR. Of course, there's more to Chaplin's masterpiece than Hynkle's fascist antics, including a showstopper of an ending that remains as relevant today as it was in the middle of World War II.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.- 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 @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!

Stansberry Investor Hour
Small Caps Are the Smart Contrarian Play Today

Stansberry Investor Hour

Play Episode Listen Later Aug 25, 2025 63:15


On this week's Stansberry Investor Hour, Dan welcomes value investor Tobias Carlisle back to the show. Tobias is the founder and portfolio manager of Acquirers Funds, a deep-value investment firm. He's also an author and host of the Acquirers Podcast. Tobias kicks things off by discussing the "happy hunting ground" in small-cap stocks, the market narrowing in the S&P 500 Index, and the massive amounts of capital flowing into AI. He also compares the AI mania today with the dot-com boom of the late '90s, questions how AI is making money, and notes that the bottom 490 stocks in the S&P 500 have been in a "little recession" since 2022. He says this gives value investors an opportunity right now to get great names for cheap before the inevitable rebound. After that, Tobias comments on passive investing, what could be in store for the top 10 large caps, and why fears of AI destroying the jobs market are overblown. (0:00) Next, Tobias talks about his company's two funds: the Acquirers Fund (ZIG) and Acquirers Small and Micro Deep Value Fund (DEEP). He explains what he looks for when picking stocks and how he determines valuations. He also name-drops many stocks and industries that he thinks have fantastic potential over the next decade. (21:01) Finally, Tobias discusses the significance of hedge-fund shorts of the small-cap Russell 2000 Index peaking recently, plus the extreme concentration of the top 10 stocks. He notes that Nvidia now accounts for 8% of the S&P 500's market cap – the highest in history. Tobias says that valuations will eventually come back down to Earth and that not all of the Mag Seven will be top performers in the future. Citing Tesla as the weakest in the group, he points out that Chinese electric vehicles beat Tesla cars in terms of price, design, and charging times. Tobias then closes things out with a conversation about an "echo boom" of 2021, cryptocurrencies being back in favor, and the unprecedented outperformance of large caps. (37:31)

Bankless
Why Passive Investors Lose | Contrarian Investor Michael Green

Bankless

Play Episode Listen Later Aug 18, 2025


Contrarian strategist Michael Green lays out why “passive” isn't passive at all—it's a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raises the odds of market non-clearing shocks. We unpack Sharpe's arithmetic vs. rebalancing reality, lessons from Volmageddon, the aging of investor cohorts, why stress may be deflationary before inflationary, and how to “doom-proof” a portfolio with assets that throw off cash (including overlooked duration/TIPS and munis). Michael also separates crypto's burn-it-down narrative from its true promise: tokenized, programmable securities that fix TradFi's paper plumbing. ------