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

renewable energy

Want to save the planet? Use nuclear power

Ignore the mainstream media—renewable energy isn’t saving the planet anytime soon. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet.
Listen Now
fossil fuel

The moral case for fossil fuels

There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral. But the Center for Industrial Progress has a different point of view… Listen as Don Watkins, the center’s director of education, makes the moral case for fossil fuels.
Listen Now