Citywire The Contrarian View

S2, Ep.1: Same information. Different conclusions

Loading player...
AI, the energy ecosystem and market expectations: Alec Cutler unpacks investment opportunities he believes the market may be underappreciating.
20 Aug English United Kingdom Business · Investing

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.
6 Nov 32 min

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.
3 Feb 27 min

The courage to disagree

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.
5 Aug 2025 31 min
All episodes