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The Contrarian View episodes
- S2, Ep.1: Same information. Different conclusionsAI, the energy ecosystem and market expectations: Alec Cutler unpacks investment opportunities he believes the market may be underappreciating.34 min
- Rethinking portfolios for a new market realityIn 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.28 min
- The road less travelled: Finding value where others aren’t lookingFrom 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.28 min
- The courage to disagreeEver wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.32 min
About The Contrarian View
From the publisher's feed
Some of the most rewarding opportunities are often found where others aren’t looking. Going against the crowd can be daunting, especially when the noise is relentless and consensus feels comforting. So how do the professionals do it? The Contrarian View podcast pulls back the curtain on how Orbis Investments uncovers value in the market’s overlooked corners, pairing candid discussions with real-world case studies to show what going against the grain truly means.
https://www.orbis.com/insights