The courage to disagree
Loading player...
Ever wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.
Other recent episodes
S2, Ep.2: Judge the company, not the crowd
What is the market overlooking? Ben Preston joins Fiona Jeffery to explore lessons from past technology cycles, opportunities beyond the obvious winners and why company fundamentals and valuations are central to his investment approach.
S2, Ep.1: Same information. Different conclusions
AI, the energy ecosystem and market expectations: Alec Cutler unpacks investment opportunities he believes the market may be underappreciating.
Rethinking portfolios for a new market reality
In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.
The road less travelled: Finding value where others aren’t looking
From cinemas nobody wanted, to ‘uninvestable’ China, and Icelandic bonds scarred by the Global Financial Crisis, Orbis’ Rob Perrone and Mark Dunley-Owen highlight why taking the road less travelled can lead to compelling contrarian opportunities.