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Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors

52:04
 
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Manage episode 377512662 series 2516750
Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

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

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

132 에피소드

Artwork
icon공유
 
Manage episode 377512662 series 2516750
Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

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

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

132 에피소드

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