The Contrarian Capitalist Podcast

Today’s guest is John Johnston aka Alyosha of the excellent Market Vibes Substack.John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 9th April 2026 AMJJ talks in detail about:Oil latest, why it is good for the US market and why Oil is likely to head down to $60 moving forwards (and possibly lower than that)Various signals and why the markets are essentially telling us to keep calm and carry on at presentUS/Iran/Israel latest and why Washington has to answer every time Israel callsWhy US pipeline companies are worth looking exploring in more depth1 potentially excellent Contrarian play on the table at the momentWhy now is not necessarily the best time to try and trade gold and silverAnd much more This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast/video features The Brawl Street Journal, a publication that focuses on markets, energy, and the collision between regulation and reality.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 10th April 2026 AMGet your tickets to the RULE SYMPOSIUM 2026The Brawl Street Journal discusses:* Latest Oil and Gas situations* 3 things that won’t happen after this energy crisis passes over* EU Gas shortages. Why they exist, what can be done about them and why certain EU countries are looking in the wrong places* Is Turkmenistan the gas key moving forwards?* Why the EU continually shoots themselves in both feet with regards to energy* Russia being open for business and why the EU should go back to them* Germany granting gas permits for the first time in 3 years. Why this is better later than never* And much moreContact Information & Recent ArticlesYou can connect with Brawlster and the team at The Brawl Street Journal, and also on X.You can also listen to the previous conversation below:A map showing where Turkmenistan is:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 8th April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* Why you shouldn’t trust the ceasefire* Short term equity and commodity outlooks* Warning signs across the board* And much more!Upgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.Jeremy will likely be on the show in due course.Podcasts & Posts & Article LinksGerman men need military permit for extended stays abroadDOE FY27 Budget Requests $45 Billion in Nuclear Funding This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 3rd April 2026 Mexico City time.The Royalty King discusses:* The Permian Basin and its importance with regards to Oil, Natural Gas and Water* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems* Industry-Level Water Usage and Challenges* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)* And much moreContact Information & Article RecommendationYou can connect with The Royalty King on Substack and on X.The raw study PDF file can be found in the article below:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 1st April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* What the hell’s going on out here* 1 Contrarian Commodity worth keeping an eye out for* 2 potential scenarios for what happens next* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Today’s market is another look-in at the Strait of Hormuz. Traffic is not going to return to normal anytime soon in my opinion, so I think that even 20% is too high at the time of writing.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksMarkets Have Returned To Taking Headlines As Gospel | ZeroHedgePalantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? | ZeroHedgeWTI Dips After Big Crude Inventory Build, US Production Slows | ZeroHedgeBrazil Is Quietly Becoming The Cleanest EM Trade | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for March 2026 with The Contrarian Capitalist and the excellent Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20266 small bits of housekeeping* This video was recorded on Monday 30th March 2026 * There is no chart deck this month due to personal commitments on Tuesday 31st March, hence the recording and release on the 30th* Please continue to provide all feedback* We have inserted a ‘quote of the month’ and ‘move of the month’* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.Quote of the Month''The volatility is not in gold but the fiat currency'' - Alasdair MacleodMove of the MonthDutch TTF Natural Gas Futures are the ‘winner’ this month, with a 71% move to the upside thus far.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 18th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Thank you to everyone that attended the Asset Confidentiality webinar with Adam Fayed and Mark Morris.* Private credit issues looking like they are spreading to consumer credit* Commodities and equities markets* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at how many Fed rate cuts there will be in 2026. Difficult to tell at the moment but I do think that there will be 2 this year. What do you think?Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article Links This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 11th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Credit stresses throughout* Commodities latest* And much more!Free Asset Confidentially Webinar on Friday 13th March 10:00 ET!Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 10:00 ET.This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at who the Republican Presidential Nominee for 2028 is likely to be. Many assume JD Vance but Marco Rubio seems to be hitting the right notes at the moment.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksWTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production | ZeroHedgeA $26 Billion Problem + A $33 Billion Problem = | ZeroHedgeJPMorgan Restricts Private Credit Lending After MarkdownsSilver’s Bubble Is Still Deflating | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Tavi Costa, Founder and CEO of Azuria Capital LLC.Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 10th March 2026 PMTopics covered in this podcast include:* Tavi’s short, medium and long-term playbook* Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for* Why Tavi is bullish on commodities, energy and Latin America* How to safely play Chinese equities* 3 Mining Companies to have on your radar* Why Tavi recently moved from Crescat Capital to start Azuria Capital LLC.* And much moreContact InformationYou can connect with Tavi Costa on SubstackOn XOn LinkedIn and also Azuria Capital on LinkedInE-mail = [email protected] control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.3 Mining Companies to look out for:* Snowline Gold Corp. (OTC: SNWGF)* New Found Gold Corp. (NYSE: NFGC)* Osisko Development Corp. (TSXV:ODV) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 9th March 2026 AMTopics covered in this podcast include:* Whether or not we should be surprised by the price action in Gold and Silver since US/Israel/Iran flared up (again) at the end of February* 3 scenarios for USA/Iran* The Strait of Hormuz being effectively closed and the implications on Oil, Gas, Food and Water* What will happen to Dubai after the likely expat exodus? And the UAE stock and property markets?* The importance of Plan B* Trust, de-dollarization and what happens macroeconomically moving forwards* And much morePrevious Recording & Contact InformationYou can follow Eric on X or on Substack at Eric YeungTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 4th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* USA/Israel/Iran/Middle East latest (and is the USA achieving their ultimate aim?)* Jane Street/Silver and what to watch out for moving forwards* And much more!Free Asset Confidentially Webinar on Friday 13th March 09:00 ET!Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 09:00 ET.This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at who the next Supreme Leader of Iran will be. Keeping it in house for now makes sense from a ‘lack of regime change’ point of view.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksAnd a guest post from John Rubino This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Vince Lanci ( VBL ) of the very popular GoldFix Substack!AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 3rd March 2026 late AM Eastern TimeVince Lanci dives into the following:* Short Term Silver, Gold and Oil outlooks* How and why those 3 commodities are telling us 3 different stories* Market mechanics and why Jane Street’s involvement in SLV ETF is important to understand* What an increased Oil price will mean for the rest of the world* What Vince would do in the short-term from a positioning point of view (not financial advice)* Why the US is likely on track with its bigger picture policies* Stagflation, bonds and the likely fall out ahead* And much moreContact InformationYou can connect with VBL on Substack at GoldFix, also on X at VBL’s Ghost and on the VBL Gold Fix website.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 3rd March 2026 AM Eastern TimeThe following topics are covered:* The geopolitics at play at the moment given events since Friday 27th February 2026* Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market* Worldwide shipping channels and why this Middle East conflict is really about USA v China* Why the damage has already been done and even if the Strait of Hormuz returned to normal tomorrow, why the Oil markets would NOT revert to normal!* How this conflict impacts Russia and European markets* What has happened since Friday and what could happen moving forwards* Why Pakistan bombing Afghanistan might be to cut off transport routes through to China* And much moreContact InformationYou can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.You can listen to our previous from December 2025 below:China Panics, Urges Ceasefire To Reopen Strait Of Hormuz As Beijing Is Addicted To Cheap Iranian Crude | ZeroHedgeTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

End of Month Macro for February 2026 with Tom Bradshaw from Beyond The Headlines. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features David Roy Newby, a family and business legacy coach to entrepreneurs and investors. David helps his clients strategically use King Solomon’s wisdom, that enabled Solomon to build a $4 Trillion fortune with his enterprises.He is the founder of GoldPlusCoin.com and the author of multiple books that have empowered readers since 2006, including his latest #1 bestseller “Beyond Billions.”NB - Recorded 24th February 2026 PMContact InformationDavid can be reached regarding speaking, guest-expert appearance, or legacy coaching at [email protected] WhatsApp, Signal, or text at +1-248-325-8872.Facebook - https://www.facebook.com/davidroynewby/LinkedIn - https://www.linkedin.com/in/davidroynewby/Instagram - https://www.instagram.com/davidroynewbyTwitter - https://twitter.com/DavidRoyNewby This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 25th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Thank you for everyone that attending the Free Asset Confidentially Webinar with Adam Fayed. Adam will be getting one of his main contacts on another webinar with myself in due course. Watch this space.* Mexican Mining Outlook* CME ‘issues’* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at the Presidential odds for 2028.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksCME Halts All Metals, NatGas Markets Due To “Technical Issues” This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features John Butler, Author of The Amphora Report and an international investment consultant. Former FinTech CEO, hedge fund CIO, and MD at Deutsche Bank and Lehman Brothers.NB - Recorded on Tuesday 24th February 2026 AMJohn Butler discusses:- Mexican Cartels, mining and the impacts of jurisdiction risk in Mexico- Why he got out of his Silver trade in January 2026- The important mentality difference between trading and holding physical bullion- Using RAM to analyse opportunities within the markets- Decades of gold manipulation- Yamashita’s Gold and does the US have more than it wants to admit?- Will the USA do something special on 4th July 2026?- And much more- You can find and connect with John on Substack at - https://theamphorareport.substack.com/ On LinkedIn at https://www.linkedin.com/in/john-butler-8562678/And on Twitter/X at @butlergoldrevo This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast episode features the excellent Ozeco of Crack The Market. Ozeco requested to remain anonymous, which is why the video is a blank video. This is more of a conversation rather than a Q&A, and focuses on electrification, AI and which commodities stand to benefit the most from this ongoing energy transition.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 23rd February 2026 PMUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode guest is Rob Connors aka The Crude Chronicles, who has +15 years as a sell side research analyst covering various companies in the oil & gas, industrials, transportation and aerospace & defence sectors.Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 18th February 2026 PMThe FULL chart deck is available to paid subscribersThe Crude Chronicles discusses:* A 30,000ft view of the current state of the Oil markets* Why the current supply and demand narrative doesn’t quite add up* What 800 years of commodity history shows us is coming down the road* Problems in the Permian?* Tracking marginal supply and costs in oil production, including why the cost of supply is critical moving forwards and well productivity growth* USA & Saudi Arabian Oil relations - is there a deal behind the scenes until after the mid-terms?* Rials/USD mechanics and why that is imperative for the balance sheet outlook of Saudi Arabia* Key metrics you need to look at in order to pick oil companies to invest in* EBITDA, DD&A and much moreContact Information & an article to readEmail: [email protected]: thecrudechronicles.substack.com - The Crude ChroniclesTwitter/X: @crudechronicleUnlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!Subscribe to The Contrarian CapitalistDISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features GoldCore CSO (Chief Strategy Officer) Dave Russell.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 18th February AMIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.US Website - https://www.goldcore.com/?ap_id=contrariancapitalistUK Website - https://www.goldcore.co.uk/?ap_id=contrariancapitalistROI Website - https://www.goldcore.ie/?ap_id=contrariancapitalistDave Russell, CSO of GoldCore, discusses:* Recent price movements in Gold and Silver and why they happened, and whether or not people should be concerned by them* The psychological difference between being a trader and owning physical bullion* Derivatives markets, Open Interest and the importance of understanding what is going on in those markets* A Layman’s term explanation of the paper silver market and why the current paper to physical silver ratio is north of 300:1* Why Gold is still the key commodity to watch* LBMA, COMEX & the SGE* Hecla’s Q4 results and where that Silver has headed* Why Gold is potentially becoming a Giffin Good* The Psychology of Money* And moreContact InformationUK Phone: +44 203 086 9200Ireland Phone: +353 1 632 5010USA Phone: +1 888 381 8130Email: [email protected] Medias: X, YouTube and LinkedInUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Please also note that I am a customer of GoldCore and that the GoldCore links above are affiliate links. If you choose to use them, I may receive a commission at no additional cost to you. I only share organisations and events I am personally comfortable aligning with. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 18th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* A snapshot look at equities and commodities chart* The Free Asset Confidentially Webinar on Friday 20th February 2026* Where Oil is and what could happen moving forwards* And much more!Free Asset Confidentially WebinarInternational expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more• Strategies to internationalize your assets while enhancing privacy and securityIf you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and it is a quick look at the latest odds on a rate cut change for the Fed in March. In short, not happening and I totally agree with this.Please do subscribe to Polymarket on Substack.Podcasts & PostsSyntholene CEO Dan Sutton sat down and went through how Syntholene can make synthetic jet fuel for 70% less than the current market price, and much more.GoldCore’s Dave Russell explained the paper silver market, multiple disparities that exist and much more in our wide-ranging gold and silver conversation.The Crude Chronicles went through an excellent chart-deck, geopolitics and why Oil really has to be at $90 a barrel.Northstar Badcharts’ Kevin & Patrick were both on this recording, and went through why Bitcoin is in a bear market relative to gold, equities markets, oil and why there still is no ‘safe’ entry into Silver.News LinksYields Jump After Extremely Ugly, Tailing 20Y Auction Sees Lowest Foreign Demand Since 2021Trump DOJ Blocks Largest Copper, Gold, And Silver Extraction Site In The US Over Salmon, Sending Stock Tumbling This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast and video features Northstar Badcharts co-founders Kevin Wadsworth and Patrick Karim.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 17th February PMUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.Thank you for being part of The Contrarian Capitalist community!Kevin & Patrick go through a fantastic chart deck that includes:* The power of pricing commodities and markets in gold* Bitcoin when priced in gold, and why it doesn’t paint a pretty picture for the former* S&P to 8,000 before a massive crash?* What the Dow Jones and NASDAQ are telling us* An update on the capital rotation event. Where we are and what is likely to happen moving forwards* Other currencies compared to the DXY* Gold to Silver ratio and why there is still no safe entry point for Silver* Why timeframes matter when making financial and investment decisions* And much moreContact Information, Special Discount & Previous RecordingsYou can find Northstar (Kevin) on X, Badcharts (Patrick) on X and on the website at Northstarbadcharts.com. Contrarian Capitalists can get a 50% discount by entering the code nsbclifetime50 at checkout.DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode guest is Dan Sutton, CEO of Syntholene Energy.Syntholene is actively commercializing a new production pathway for low-cost clean fuel synthesis. The target output is ultrapure synthetic jet fuel, manufactured at 70% lower cost than the nearest competing technology. The Company’s mission is to deliver the world’s first high-performance, low-cost, and carbon-neutral synthetic fuel at an industrial scale.TSXV: ESAFFSE: 3DD0OTCQB: SYNTFNB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 16th February 2026 PMThis wide-ranging conversation with Dan Sutton, CEO of Syntholene, looks at:* The energy processes behind Syntholene, including work done at the Idaho National Laboratory* Game changing geo-thermal energy and how it works* The importance of working within the right energy jurisdiction* How and why Syntholene can create synthetic jet fuel for 70% less than the current market offers* How Syntholene aims to capitalise on regulatory demand (e.g., EU SAF mandates and subsidies) and global decarbonisation goals* The overall supply and demand outlooks for the EU and UK* The Team and private investors that are working with Syntholene* And much moreContact InformationTwitter / X = https://x.com/syntholeneLinkedIn = https://www.linkedin.com/company/syntholene-energyYouTube = https://www.youtube.com/@SyntholeneEnergyWebsite = Syntholene EnergyInvestors = Q1 2026 Investor PresentationTSXV: ESAFFSE: 3DD0OTCQB: SYNTFNB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Please also note that The Contrarian Capitalist does not have a position in Syntholene Energy at the time of this recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 11th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Japanese election results and what that means moving forwards* A snapshot view of equities and commodities markets* The Free Asset Confidentially Webinar on Friday 20th February 2026* And much more!Free Asset Confidentially WebinarInternational expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more• Strategies to internationalize your assets while enhancing privacy and securityIf you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. My dissatisfaction for how the UK is run is the theme of this week. No matter how bad things back, I unfortunately don’t see Sir Keir Starmer resigning anytime soon!I think he will remain into 2027.Please do subscribe to Polymarket on Substack.Podcasts & PostsNews Links“Today, We Are Preparing For War”: French Defense Chief Says Europe Has Until 2030, Cites Russia As Biggest Threat | ZeroHedgeMacron urges Europe to start acting like world powerJapan election: Can Sanae Takaichi fix the economy?Japan election results confirm super-majority of 315 seats for Takaichi’s party“Train Wreck” US Adds $481 Billion In Debt In 3 MonthsHistoric Negative Jobs Revisions: 1 Million Fewer Jobs Added In 2025, Only 15,000 Avg Jobs MonthlyPublic Trust In US Government Nears Historic Lows This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode is another incredibly wide-ranging conversation with Tom Luongo from Gold, Goats ‘N Guns. AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 6th February 2026 AMAs per our previous conversations, it was simply a case of turning on the microphone and letting the conversation flow.A wide range of subjects were covered, including:* The US Mid-terms and the polling problem* Silver and what is going on behind the scenes. Is JP Morgan long?* The Donroe-Doctrine and why the USA must win at all costs* Why General George S. Patton is Tom’s favourite American* Why the US didn’t really win WWII, but why it now has to win at all costs* Trump, NATO, 4 powers at play and what is likely to happen moving forwards* The importance of having wiggle room when writing & commentating on the markets and geopolitical events* And much moreContact Information & Previous RecordingsWebsiteshttps://tomluongo.me/ AND https://goldgoatsnguns.com/Patreonhttps://www.patreon.com/GoldGoatsNGunsXhttps://x.com/TFL1728Our previous 2 conversations are below:Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 4th February 2026 PMThis wide-ranging conversation covers:* The current state of play in the world* Recent gold and commodities volatility, and what this tells* The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening* DXY strength and what happens if it remains stronger for longer* Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want?* What is likely to break the markets first* The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president.* THE rules-based order and how and why the Trump Administration are breaking them down* US dollar stablecoins, a geopolitical weapon that the US can (and will) use* And much moreContact InformationYou can connect with Brent Johnson/Santiago Capital at:Substack at Santiago CapitalSantiago Capital X pageSantiago Capital websiteOr at the excellent Milkshakes Pod on YouTube or XUnlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s Mid-Week Macro is sponsored by First PhosphateFirst Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.CSE: PHOS – FSE: KD0 – OTCQX: FRSPFWelcome to Mid-Week Macro for Wednesday 4th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Are Gold and Silver starting to rebound?* Was the dump due to the launching of a $12B minerals vault to cut China reliance* A check in on the markets* And much moreIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. We look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that!Please do subscribe to Polymarket on Substack.Podcasts & PostsAnd a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan.Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in.Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks NextNews LinksTrump launches $12B minerals vault to cut China relianceJPMorgan sees gold price reaching $6,300 by year-endKazatomprom plans 9% uranium output rise this yearIran Says US Carrier Has Retreated Near Yemen, Opening Door To DiplomacyJapan Is Normalizing: Risks To The Yen Carry TradeJanuary US Jobs Report Rescheduled For February 11No Global Recession In 2026, But Period Of Poor Growth ContinuesThank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is ex Southampton FC and England football legend Matt Le Tissier.Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 3rd February 2026 AMTopics covered in this podcast/video include:* A brief history of Matt’s playing and broadcasting career* How and why Matt’s broadcasting career ended abruptly in 2020* How a couple of conversations in 2020 changed Matt’s worldview* Why it is imperative that we learn to think critically and challenge each other’s views in a healthy way* A brief trip inside the world of broadcasting, their demands and the powers that be* The Epstein files, people being chucked under the bus, government control and why it is important to make examples out of a few* State Power, the growing division of society, and a post-Covid World* And much moreLatest on the Epstein files/Peter MandelsonContact InformationMatt’s WebsiteOr follow Matt on XMatt is also an Ambassador for Supreme CBD. Use code Tiss40 for 40% discount at the checkoutMatt Le Tissier's Greatest Goals | Premier League Legends (must watch for those that might not know much about Matt’s playing career).Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!Subscribe to The Contrarian CapitalistDISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features John Passalacqua, CEO and Director of First Phosphate.First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.CSE: PHOS – FSE: KD0 – OTCQX: FRSPFPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 2nd February 2026 AMJohn Passalacqua, CEO of First Phosphate, explains:* The different types of phosphate that exist* The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA)* LFP uses, current supply and demand dynamics and why the future is very bright* How First Phosphate is positioned to take advantage of this situation* CATL, China’s largest producer and their recent large orders.* Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site* The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain* Shares, managements skin in the game and the team that make up First Phosphate* How much of an impact the phosphate price is on operations* Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze* And much moreUseful Company Information/Press ReleasesCSE: PHOS – FSE: KD0 – OTCQX: FRSPFFirst Phosphate WebsiteFirst Phosphate LinkedInFirst Phosphate XFirst Phosphate YouTubeFirst Phosphate general corporate video:Mine site video:https://www.firstphosphate.com/BeginLamarche3DLatest visit by Natural Resources Minister Hodgson to our future phosphate processing site:https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?:We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present:https://firstphosphate.com/first-phosphate-port-saguenay-agreement/We recently created the first LFP batteries from fully North American critical minerals:https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/This development was presented at the OREBA3 conference in Montreal:The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors.It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region!A recent post from the Belgian Embassy in Ottawa:https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/?Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders.https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Senior Market Commentator Rudy Havenstein, of the popular A Havenstein Moment. Substack.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 28th January 2026 AMQuestions/Topics covered include:* Is the system broken by design, or did it just drift this way?* Is the biggest risk ahead economic… or psychological?* What’s the hardest truth people avoid about the current system?* Do you think the internet is waking people up or exhausting them into compliance?* Davos Establishment Can't Face the Truth, Live in a World of Fractured Fairy Tales* Rudy’s favourite bands, albums and music stories* MK Ultra* Has spending years thinking about money and power changed how you see people?* If you had to explain gold to a child, how would you do it?* Who do you read or listen to that you strongly disagree but do so with respect?* And much moreThank to you everyone who sent over their questions and my apologies if your question was not asked in this episode.Contact Information & Previous RecordingYou can connect with Rudy on X, on Substack at Rudy Havenstein and A Havenstein Moment. Our previous recording is below:Rudy also mentions following Tony Deden. His Substack is TQI capital. Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 28th January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* $5,300 Gold and how high Silver could go* What a falling DXY means for your portfolio* Why the Fed not cutting rates should not be a surprise* Energy issues in the USA/UK and Germany* A snapshot of the markets and much moreIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. The Fed did not change the rate today and they are very unlikely to in March as well, and 91% of people on Polymarket agree.Please do subscribe to Polymarket on Substack.Podcasts & PostsWith $5,000 Gold and $100 Silver under our belts, The Sirius Report discussed a 2016 prophecy as well as the start of the resource war between the US and China.Paul Kiker of Kiker Wealth Management talked gold, portfolio positioning and how to potentially profit from a weaker US Dollar.There was also the 1st Contrarian Capitalist deep dive into a very profitable mining company. You can read about that below:Rudy Havenstein: Open Q & A - Is the System Broken by Design?News LinksTrade deal: India and EU announce FTA amid Trump tariff tensionsGold Reacts to Japan Crisis-RiskThe Grid Will Hold - Maybe - But The Bill Will RisePower Diverted From Data Centers To Households Across PJM Network Amid Historic FreezeUpgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Thank you Global GeoPolitics, Dr Geoffrey H Anderson, geoffrey edwards, and many others for tuning into my live video! Join me for my next live video in the app. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Paul Kiker, President/Chief Investment Officer at Kiker Wealth Management. Paul has 25+ years of experience in the financial services field, where he focuses on offering unbiased, personal advice. His hobbies include shooting sporting clays and fly fishing.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 27th January 2026 AMTopics covered in this podcast/video include:* An introduction to Paul and his team at Kiker Wealth* 1 chart that shows that Gold has a lot of room to run to the upside* Why $5,000 gold and nothing breaking is a surprise to Paul* The DXY and a potential end of month breakdown* What asset classes historically benefit from a strengthening DXY* What asset classes historically benefit from a weakening DXY* Why a declining level of trust in the US has seen a tectonic shift in geopolitical thinking and strategy* And much moreContact InformationTo get in touch with Paul, please coordinate with Mackenzie [email protected] or on phone at (706) 253-7285You can also visit the Kiker Wealth Management Website.Please mention that you have come from The Contrarian CapitalistUnlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Paul from The Sirius Report. Independent website with the aim of providing analysis and insight into current affairs and global events that we believe are shaping a new political, economic and social paradigm in the 21st century.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 26th January 2026 AMUnlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!Topics covered in this podcast/video include:* Why the West is being drained/is drained of its metals* COMEX/physical delivery challenges and the paper markets* Why Silver has a lot of room to run* Why a price difference exists between Western and Eastern Silver prices* Silver arbitrage, why and how it exists* Russia and the tokenisation of gold* Would Gold get revalued? And if it did, then what this would mean for the USD* Why the price of gold is not as important as the purchasing power of gold* The resource war between the USA & China* And much moreWe will record a second episode in due course. That episode will focus more on commodities and energy.Contact Information & Previous ConversationsYou can connect with The Sirius Report on XOr on YouTube at The Sirius ReportOr on their Website or on Substack at The Sirius ReportAnd a Silver video that I highly recommend you watch:Why Silver is REALLY at $103 - a lot of what you’re being told is nonsense.Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Gold Investor Research author Chris Rutherglen.Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 22nd January 2026 AMTopics covered in this podcast/video include:* Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen* How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle* Commitments of Traders (CoT); what it is and why it matters* M2 Money Supply and what it shows long-term for gold and silver prices* ICL’s, ICH’s and Long-Term cycle levels for gold and silver* The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively* And much moreContact InformationYou can connect with Chris on Substack at Gold Investor ResearchUnlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 21st January 2026 AMTom discusses:* Recessionary Indicators that show that a US recession is very likely to happen* How long and deep a coming US recession will likely be* Treasury, Gold, Silver & Oil predictions for 2026* Will there be a liquidity panic driven sell off in gold this year?* Why the DXY could surprise to the upside in 2026* Potential portfolio positioning for 2026 and beyond* And much moreContact Information & Previous ConversationYou can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.Our previous conversation from December 2025 is below:Upgrade to PaidThis is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 21st January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Trump, tariffs, markets and mechanics* Davos, Greenland, NATO and the EU* A look in at commodities markets and other markets of notes thus far* Why your eyes should be on Japan* And much moreNB - Apologies if you heard any banging or crashing during the course of this video. My delightful and wonderful neighbours were cleaning or just banging around for fun!Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro.My computers screenshot taker has decided not to work, but the market of the week is looking at whether or not Trump/USA will acquire Greenland before 2027. There is currently a 20% chance of this happening. I have a feeling that this will actually happen somehow!Please do subscribe to Polymarket on Substack.Podcasts & PostsNews LinksTrump, Davos and Greenland latestUkraine Is Defending Itself With Money Europe Doesn’t HaveUK households to get £15bn for solar and green tech to lower energy billsGovernment to offer cash payouts for people in financial crisisUpgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features Paul Musson, a professional investor managing $10 billion in assets and also with over 30 years of experience. Paul is also the author of Capital Offence: Why Some Benefit at Your Expense.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 19th January 2026 PMTopics covered… This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s guest is Jon Forrest Little, publisher of The Silver Academy.Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 19th January 2026 AMIn another straight talking and no holds barred episode, Jon dives into:* China launching QE as of Jan 2026* The industrial and retail demand cases for Silver* Price distortions between Eastern and Western Silver, and what they mean* Why Gold breaking out from equities is a crucial indicator for Silver* Why exposure to miners could be more profitable than holding physical Silver* The Fourth Transformation and why this matters for Mexican miners* Potential Nationalisation of mining companies/resource companies* 4 mining companies to keep an eye on* And much moreContact InformationYou can connect with Jon at The Silver Academy.The Silver Academy articles mentioned include:Upgrade to PaidThis is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe