The markets are moving wildly. Some days, the volatility spikes are breathtaking.
On this episode, we’ll talk about a way to avoid being whipsawed by the markets: Own out-of-favor companies undergoing big changes. And buy them before the rest of the market catches on.
Today’s guest, Dallas-based hedge fund manager Adam Rodman, talks about his contrarian approach to investing and how he finds these unloved stocks.
Adam also shares a group of stocks he thinks the market is too in love with… and how to profit when they go down.
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Topics Discussed:
The proper framework for macro investing
How to think like a contrarian investor
What the market is missing in uranium stocks
An unloved sector with great risk/reward
A Nordic country with an overheated economy
