How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.Topics covered include:Five attributes of successful investorsWhy does the consensus expect stagflationHow central banks have performed in previous tightening cyclesThree reasons central banks tightening results in a recessionWhen have interest rates peaked in prior tightening cyclesHow stocks tend to do well when investors get extremely pessimisticWhat are examples of contrarian investments in the current market environmentHow contrarian opportunities involve both value and momentumWhat are some additional examples of being contrarian outside of the investment arenaFor more information on this episode click here.SponsorsOurCrowd - Invest in pre-vetted startupsFarmTogether - Invest in farmlandShow NotesWeekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra InvestmentBofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—BloombergHot Economy, Rising Inflation: The Fed Has Never Successfully Fixed a Problem Like This by Jon Hilsenrath and Nick Timiraos—The Wall Street JournalTightening risks recession but inaction would be worse by Neil Shearing—Capital EconomicsSeeing What's Next: Using the Theories of Innovation to Predict Industry Change by Clayton M. Christensen, Scott D. Anthony, and Erik A. RothRelated Episodes261: Is Value Investing Dead?266: Using Momentum Investing and Trend FollowingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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“What did the council decide on item 42?” — answered with the speaker and the moment.