Latest / In the Money with Amber Kanwar
Why Consensus is Failing — A Contrarian Approach to Today’s Market
John Zechner has seen this movie before — and when everyone’s on the same side of the trade, he starts looking the other way.
The Chairman & Founder of J. Zechner Associates joins Amber Kanwar to break down how he’s positioning his portfolio in a market driven by noise, geopolitics, and crowded trades. From calling the recent energy shock a potential “9/11-type” shift in investor psychology to arguing that markets are still mispricing long-term risks, Zechner lays out why being contrarian today could pay off tomorrow.
He explains why he’s adding selectively to oil while staying disciplined on…
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