How to Find the Market’s Hidden Gems

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.  

Download Transcript
Follow mIKE on Twitter: @footnotesfirst

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

RECENT EPISODES

uranium market

Is there finally certainty for the uranium market?

After 18 long months, President Trump has rejected the Section 232 petition to impose quotas on uranium imports. Going against the advice of the Commerce Department, he did something else instead… Arthur Hyde of Segra Resource Partners uranium fund joins Mike to discuss the possible implications.
Listen Now
energy sector

How to uncover investment ideas hiding in plain sight

Geopolitics is a driving force of the energy sector—determining how and why the industry functions. Understanding its role is critical for investors… and may help uncover investments hiding in plain sight.
Listen Now