Brian Crombie Radio Hour - Epi 1489 - Contrarian Investing in an AI-Obsessed Market with Philip MacKellar
Update: 2025-10-21
Description
Tonight on The Brian Crombie Hour, Brian is joined by Philip MacKellar, analyst, portfolio manager, and General Manager of Contra the Heard Investment Newsletter (since 2023; with Contra since 2011). Together, they dig into their contrarian, value-oriented approach to U.S. and Canadian markets—how they hunt for unloved, undervalued names and sometimes step into M&A and other special situations, including bonds, preferreds, and converts. They cover the AI boom: opportunity, bubble risks, and why shorting hype can be hazardous, balance-sheet tells: cash, current ratio, debt, and avoiding dilution traps, forced selling and other contrarian entry points, ETFs: when they help, when they hurt, and holding 20–35 positions with multi-year horizons—no day trading, no fads.
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