The Contrarian Capitalist Podcast

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

Today’s podcast guest is Ted J Butler, Independent Analyst & Sound Money Advocate and also co-writer at the Sound Money Report.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 16th January AMLAST CHANCE - Annual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!This podcast episode reveals:* The shifting political tides from left to right in South America* Ted’s current thoughts on Silver and why the mining stocks might be better for silver exposure moving forwards* Why the RIGI (Argentina) is important for business and what you need to know about it* 1 potentially bearish signal for silver* Ted and Rob’s potential Oil plays* One potential company to keep your eyes out for* And much moreContact Information & Previous RecordingTed J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan ReportYou can also connect with Ted J Butler on LinkedIn.Please do check out the Sound Money Report too.Our previous conversation can be found belowDisclaimerNothing 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 podcast guest is Laurent Lequeu aka The Macro ButlerAUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 14th January PM Eastern TimeAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!In this podcast/video, you will learn:* The case for Platinum to Gold ratio going back to 1:1* 10 Macro Butler Financial Forecasts for a Fiery 2026* Why Energy stocks are primed to rip in 2026* Oil and gas sectors, why they are unloved and why the opportunities are great* 2 potentially beneficial Oil ETF's - XLE & XOP* 1 potentially beneficial wheat/agricultural ETF - MOO * The Macro Butler’s oil price prediction for 2026* Latest geopolitical developments and what could happen next* And much moreContact Information & Previous RecordingsYou can connect to The Macro Butler on Substack.For HNWI’s that would like to connect with The Macro Butler then you can do so by e-mailing [email protected] - www.themacrobutler.comYou can also listen to our previous conversations using the links 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 14th January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone and looks at:* $90 Silver and is Copper going to double top?* Mid-week snapshot of equities and commodity markets* A massive warm welcome to all founding members, paid subscribers and free subscribers. Thanks to you, the Contrarian Capitalist is now a best seller!Thank you for participating in the quick 5 question questionnaire last week. The feedback was excellent and more in-depth analysis into various companies/contrarian opportunities as a result.Annual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro.As much as this makes sense, I doubt that it will happen before 2027.Please do subscribe to Polymarket on Substack.Podcasts & PostsArticles/News LinksTen things about Venezuela: on oil, geopolitics and drugs | LinkedInEU waters down plans to end new petrol and diesel car sales by 2035Trump insists US needs Greenland for security ahead of White House talks - live updates - BBC NewsIndia Plans Coal Expansion Through 2047 Despite Supposed “Climate Goals”Thank you WEST ASIAN UNITY, Steven Morgan, Tom Weiss, Bob, Andy, 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 podcast guest is Juan Pessolani, real estate entrepreneur, architect, and co-founder of Proinvest and Nuevo Concepto.With currencies in their end game, real assets such as real estate are drawing a lot of attention. This episode focuses on Paraguayan real estate and the opportunities that are available to everyone.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 12th January 2026 AMAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!In this podcast/video, you will learn:* Juan’s background, previous and current project(s)* Why Asuncion (capital of Paraguay) is potentially an excellent city to invest in* Why traditional financing doesn’t work in the Paraguayan real estate market* How deals are structured and how investors could potentially profit* Potential yields and exit strategies* Why skin in the game is very important for building trust in projects* How to potentially obtain Paraguayan residency through real estate investing in Paraguay* And much moreContact InformationYou can connect with Juan on X, the Proinvest website, and his other contact details can be found on Stitch.If you have any questions about investing in Paraguayan real estate and obtaining Paraguayan Residency at the same time, then you can also send me a direct message on Substack, and I will happily answer any questions.DisclaimerNothing 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 podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 8th January 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 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.In this video, you will discover:* Why all eyes have to be on gold and not necessarily silver* Whether its gold or the S&P 500 that is lying* Why the Russell 2000 could be considered a train wreck* Don’s updated price targets (upside and downside) for gold and silver for 2026* Key numbers to watch out for in the S&P 500 in 2026* The most important chart that you need to keep your eyes on* Why the future is very bright for the miners* Don’s 2-fold potential in crypto* And much moreContact InformationYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Our previous 3 conversations are below.As well as the most recent mid-week update from Don Durrett Don also recommended his book but suggested to wait to February. I’ve linked to the current book. 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 7th January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone and looks at:* The latest commodity news, including Uranium, Oil and more* Equities markets and what to look out for in 2026* Updated thoughts on US/Venezuela. BRICS for the Americas?* And much morePlease take 1 minute to help shape the future of The Contrarian Capitalist by completing the simple 5 question questionnaire in the article below.Upgrade to paid today!Become 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 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.Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Today’s market looks at who the leader of Venezuela will be at the end of 2026. Delcy Rodriguez is at 50% at the time of writing this. I think this is undervalued as I don’t see significant regime change happening in 2026, Maduro won’t be back and the US will have likely learnt its lessons from IraqPlease do subscribe to Polymarket on Substack.Podcasts & PostsPaul from The Sirius Report dived into USA, Venezuela and WHY the events have taken place. This covers everything from basic geopolitics to Oil. And below are my 6 crazy predictions for 2026!News LinksThis guy gets it! A massive warning sign!Orano USA and Centrus Energy Corp., have strong ties to Oak Ridge and netted $1.8 billionOn a more sobering noteTrump says Venezuela will be ‘turning over’ up to 50 million barrels of oil to USHeating up in the AtlanticMamdani’s Clown Show Offers Its Opening ActThank you Steven Morgan, Tide Traders, Bob, 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 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 5th January 2026 AM ET - before President Maduro appeared in a New York Court Unlock 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.In this wide-ranging podcast, we look at:* The main reasons why the US has done what it has done* If the Venezuelan government is illegitimate, then why is it still in charge sin Maduro? Have lessons been learnt from Iraq?* De-dollarisation, Venezuela being too cosy with China and Russia and why the latter have not let Venezuela down* Why the US is not able to properly invade Venezuela* All things Oil. Heavy Oil, flooding the market with oil, and why you shouldn’t believe the first headlines you read. Oil volume growth will cost billions to bring onto the market. Why would the US do this and effect their own shale industry?* Why Paper reserves are not the same as having actual physical reserves* Is the US looking to create an American BRICS?* Is Greenland next? And what would that mean for NATO?* A quick look into what is happening in Iran and the relations between Iran and the US* And much moreContact InformationYou can connect with The Sirius Report on XOr on YouTube at The Sirius ReportWebsiteOr on Substack at The Sirius ReportOur previous conversation from October 2025 is below:Useful MapsThe South of the USA and VenezuelaVenezuela & GuyanaVenezuela, Colombia and EcuadorMap of the Americas. American BRICS? 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 2025 predictions REVIEW! Audio above and written post below.Happy New Year!This post will look at what I said would happen in 2025, as well as a scoring system for those predictions.Spoiler alert - Just like the NY Jets, I didn’t exactly excel in 2025.Before we crack on, just a reminder that the 6 ‘crazy?’ predictions for 2026 post and audio can be accessed below.Back to the 2025 review and the predictions from 2nd January 2025 are below.2025 predictions REVIEW!I will give one point to myself for every correct answer and half a point if the prediction has partially been successful.1 - Gold to top $3,000 and then sell off back down to $2,200The thought process behind this was that there would be a worldwide recession that would make 1929 look like a walk in the park. That did not materialise and so the latter part of this prediction now looks a bit silly.Gold certainly topped $3,000, dipped below it very briefly in April and it never looked back!Result = 0.5 points2 - Worldwide recession which might be worse than 1929April 2025 and ‘Liberation Day’ could have been the start of something gnarly, but some swift back peddling by the current US Administration meant that the markets saw a swift rebound and more than perfect V shaped recovery,Onwards and upwards was the theme from April 7th!Result = 0 points3 - Keir Starmer to be ousted as Prime MinisterMany people would have liked to have seen this happen, and I am sure that many people would still like to see this happen.Despite a plethora of mistakes and mind-boggling decisions, he is still Prime Minister.Result = 0 points4 - Oil to drop down to $50 a barrel (Brent Crude)The idea for this was tied into a worldwide recession. This did not materialise, but Brent Crude has had a very poor year none the less. I think that Oil is setting up for a potentially huge couple of years ahead!Result = 0 points5 - Bank of England base rate down to 4% and inflation to creep up againReducing rates whilst in the midst of an inflationary environment is NOT a good idea. That being said, I am not a central bank! The Bank of England base rate started 2025 at 4.50% and finished the year at 3.75%.The annual inflation rate for the UK was 3.5% in November 2025 and have put a couple of links below.CPIH ANNUAL RATE 00: ALL ITEMS 2015=100 - Office for National StatisticsConsumer price inflation, UK - Office for National StatisticsResult = 1 point6 - A new international monetary system will be officially announcedBRICS rumblings were here and there throughout 2025, but no new international monetary system was officially announced as far as I’m concerned.On BRICS, and they made massive strides in 2025 by completing their supply and payment chains and thus pushing metals pricing power eastwards. You can read more about that here.Result = 0 pointsOverall = 1.5 points out of 6 points availableBetter luck in 2026!This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to the Monthly Wrap for December 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.A Happy Christmas and a Happy New Year!5 small bits of housekeeping* This video was recorded AM on 31st December 2025* There is no full chart deck today* Please do provide feedback by leaving a comment below or sending one of us a DM. We want to make sure that you are getting what you want!* NB - No…

Welcome to the 2026 Contrarian Capitalist predictions post and audio. The written predictions are below, and the audio is above.2026 will certainly be an interesting year to say the least! A lot will happen and there will very likely be increased volatility worldwide.NB - Gold and Silver calculations done after market close on Friday 26th December 20252026 Predictions1 - Gold to reach at least $7,828 an ounceGold has been on a relatively explosive run since 2024, and I don’t see any sign of this slowing down into 2026. A potential revaluing (see below) would further add pressure to the gold price.In simple terms though, if you believe the value of your fiat currency is going to go down, then the price of gold will go to the upside.I’ve used $4,532 as the baseline number and a 72.72% increase as the barometer as this was where gold was at the close of play on Friday 26th December 2025. I’ve then rounded it up to the nearest whole number.2 - Silver to reach at least $218 an ounceThe metal darling of 2025 will continue to strike whilst the iron is hot. There is a lot of room to run here in Silver, and I think that it will smash through triple digits ($100) before continuing to march higher.I’ve used $79.32 as the baseline number and a 174.62% increase as the barometer as this was where silver was at the close of play on Friday 26th December 2025. I’ve then rounded it up to the nearest whole number.3 - WTI to drop to $45 before finishing the year higher than $80There is a big bear narrative out there and this will feed into the hands of those that are paying attention.There is likely more room to run to the downside in the short term for Oil, thus catching contrarians off guard. Mid-term elections combined with a potential ‘behind closed doors’ oil deal between President Trump and the Saudi’s likely means that Oils upside could be limited.Once the mid-terms are done then I expect to see a spike to the upside.We’ve not even begun to touch on any other possible ‘geopolitical news’ either!4 - 250th 4th July celebrations will see a major monetary reset, or something pegged against the dollar. Maybe revaluing of gold? Something along those lines.Something monetary wise is lined up for 4th July 2026! I’m not 100% what it is but I expect it to be announced on 4th July 2026.5 - Democrats to take back the house AND senate in the mid-termsThis is more of a Contrarian hunch and the democrats taking back both the house and senate would have major ramifications for the USA (and the world) moving forwards. 6 - Brazil will win the world cupAs much as I’d love to say England here, I’m working on the basis that a European team has never won the World Cup when it has been hosted in North America (Brazil won in Mexico 1970 and USA 1994, Argentina won in Mexico 1986).Therefore, I will plump with Brazil to win the World Cup in 2026.Bonus PredictionThis is reverse psychology at play here. The New York Jets will NOT make the playoffs in the 2026 NFL season. What do you think will happen in 2026? What predictions do you have? Leave a comment 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 24th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. There will NOT be a Mid-Week Macro on Wednesday 31st December 2025. This is because Chris Stadele of LiveSquawk Commodity Corner and I will be recording the end of month (and year) macro.NB - Substack live cut off the first few minutes of the recording last week, hence why the first minute or so is a bit slow on this video. Hopefully it all works out.Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Something different this week as we look at the Super Bowl Champion odds for the game on 8th February 2026. My team (New York Jets) don’t believe in playoff football.I said to a friend at the start of the season that the Green Bay Packers will win the Super Bowl. Due to injuries, I am not convinced that that will happen. My sneaky pick would be the San Francisco 49ers (7% chance). This is because the Superb Bowl will be in their home stadium and they are just playing good solid ball!Podcasts & PostsNews LinksThis has been making me laugh much more than it should be!Still, it could be worseAnd a Christmas classic won’t be quite the same this year2-Hour Private Strategy Call with The Contrarian CapitalistA focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. $147, valid until 31st Dec 2025PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)NB - I am not a financial advisorThank you Rob Burke, Garry B Lindboe, 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 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 Wednesday 17th December AMThe following topics are covered:* The short, medium and long-term outlook for Oil* Venezuela. From sanctions to opportunity!* Maduro. Trump. Where the political game stands now* Why Venezuela’s heavy crude still matters so much for US Gulf Coast refineries* The importance of the news headlines and why we should be focused on the fundamentals* Russia. Ukraine and the shadow fleet* How the sanctions architecture actually works in practice* Shadow fleet mechanics. STS transfers. opaque ownership. price cap leakage* What could realistically tighten the screws and what that would do to crude and products flows* Guyana. the new offshore oil frontier* Exxon’s dominance so far, and the entry of other players* How Guyana changes the Atlantic Basin balance vs Brazil. US Gulf. West Africa* Key risks & potential border tensions with Venezuela* Europe’s gas and LNG outlook* How dependent Europe now is on US LNG. and how stable that flow really is* General EU Nat Gas dynamics* Is Colombia next?Map showing the south of the USA and the shipping channel to South AmericaExample of recent news - Trump orders ‘blockade’ of sanctioned oil tankers leaving, entering Venezuela | ReutersContact InformationYou can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.2 recent articles to check out are:ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 17th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. There WILL be a Mid-Week Macro on Wednesday 24th December 2025.NB - Substack live has seemingly cut off the first few minutes of the recording. Apologies for that. The first few minutes looked at the variety of recordings and posts on CC this week. These links are further on below.Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Even with the weak jobs data, there is currently a 77% chance of ‘‘no change’’ to the Fed rate come January. This seems about right to me at the time of writing.Podcasts & Posts2 excellent guest posts that are worth reading (and they are free) are from Guardian Research….And Tom Bradshaw….Giacomo Prandelli from The Merchant's News outlined his short, medium and long-term price targets for Oil.News LinksBank of Japan expected to hike rates to 30-year highBank of England poised for Christmas interest rate cut after inflation slowsTrump is good news for Nato, Mark Rutte tells BBC - Is it really?On the other hand…..Weak Hiring Data Underscore Fed’s Room to ManoeuvreWTI Holds ‘Venezuela Blockade’ Gains After Small Crude Draw, Record US Production2-Hour Private Strategy Call with The Contrarian CapitalistA focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. $147, valid until 31st Dec 2025PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)NB - I am not a financial advisor 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity CornerAs per usual, there is a LOT to talk about!5 small bits of housekeeping* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* This video was recorded just after 09:00 ET on Monday 15th December* The Monthly Wrap for December will be recorded on 31st December 2025* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the buttons belowCharts looked at today include Gold, Silver, Copper, Palladium, Platinum, VIX, DXY, S&P, NASDAQ and WTI Oil.NB - Apologies for the charting issues with TradingView today.The Macro Turning Point Most Investors Are Missing

Today’s podcast guest is Adam Rozencwajg.Adam Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg (G&R), a leading natural resource investment firm headquartered in New York City. With nearly two decades of experience in commodity and natural resource investing, Mr. Rozencwajg is widely regarded as an authority in the field, known for his contrarian deep-value approach and rigorous, original research across long-term commodity cycles.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 11th December AMIn this wide-ranging podcast, Adam A. Rozencwajg discusses: * The carry cycle and its correlation with commodities* Whether Gold is currently cheap or expensive* The Gold to Oil ratio and what its current level tells us* Is oil supply being overstated?* Demand and land factors affecting oil* Why there is still some potential room to run in coal* Copper outlook* What Silver is telling us at the moment* And much moreContact InformationYou can download the excellent Q3 Commentary by visiting https://www.gorozen.com/commentaries/2025-q3Goehring & Rozencwajg manages a global, long-only natural resource strategy designed to provide broad, diversified exposure to the full natural resource complex. The firm is distinguished by its original research, decades of sector expertise, and long-term track record across multiple market cycles.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Trader Ferg, a true Contrarian who has been a ‘‘Full-time trader for 9 years’’ and who has a ‘‘habit of hanging out in hated corners of the market that are uninvestable".AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 9th December PM. Many companies and ETF’s are mentioned throughout the recording. These are not to be taken as financial advice/recommendations. Always do your own homework and manage risk properly. We are not financial advisors.In this wide-ranging podcast, Ferg discusses: * 2 Tin companies worth keeping an eye on* Supply dynamics for Platinum, Palladium, Rhodium and Copper* Why the future is bright for PGMs but not necessarily Copper* How to potentially profit from oil services moving forwards* Why getting out of USD exposure could be wise moving forwards* Quasi Exchanges* And much moreContact Information & Previous RecordingsYou can find Trader Ferg on Substack and X.You can listen to our previous conversation below.Three must read articles from Ferg include:The Platinum Stock Supply Crisis by Dr. David Davis - Auctus Metals: Expert Precious Metal Portfolio Management ServicesALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 10th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.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!Mid-week Polymarket marketGiven that the Fed just cut rates by 25bps, it is no surprise to see that Polymarket has the odds of ‘no rate cut’ in January 2026 at 81%. I would have it a bit higher but that could depend on that delayed jobs report, which is due out on 16th December.Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Podcasts/Posts/News Links$60 SILVER IS HEREUS could ask tourists for five-year social media history before entry“Bud Light” Moment Hits Cracker Barrel: Stock Crushed, Traffic Slides, Guidance SlashedDeep Discounts Tempt Indian Refiners To Seek Non-Sanctioned Russian Oil2-Hour Private Strategy Call with The Contrarian CapitalistMore and more people are asking for 1 on 1 calls to discuss a plethora of topics. I’ve now created a 2-hour private call with myself; the button below is also at a special price of just $147, valid until 31st Dec 2025.A focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. NB - I am not a financial advisor and PAID SUBS GET A DISCOUNT (behind the paywall)Thank you Tom Weiss, Dana, 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 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 Monday 8th December AM. A lot of charts are discussed, so it is advised to watch the video.Please also provide feedback on this video. If you would like to see more chart analysis from Tom (other commodities etc) then please do let us know by leaving a comment or getting in touch!Tom discusses:* Silver charts from 1802, including a significant price target for the late 2020’s* Silver and Gold similarities between the 1970’s and 2020’s bull runs* $9,250 Gold by 2028* S&P to Gold ratio from 1921 to present day* 165 years of Oil v Silver* Is an 80% Bitcoin crash to happen?* And much moreContact InformationYou can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Friday 5th December AMA multitude of topics were discussed, including:* Why you need to know who Rudolf Havenstein was* The financial and economic parallels between the Weimar Republic and 2008 onwards* Inflation and the fascist capitalism of politics* Deficit spending and cutting back financial waste* Politics and power - the unbreakable bond* Debt Spirals & Yen Carry Trade coming to an end* Who is at the head of the illegal drug food chain* Rudy’s most memorable concert* And moreContact InformationYou can connect with Rudy on X and also on Substack at Rudy Havenstein and A Havenstein Moment. Rudolf Havenstein - WikipediaParliament Ltd: A journey to the dark heart of British politicsALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Jay Martin, President & CEO of Cambridge House International Inc. and host of The Jay Martin show.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 2nd December PMJay Martin discusses:* U.S, Venezuela, Cuba and Russia* The importance of the Mississippi River and Louisiana* Various choke points around the world i.e. Suez Canal, Malacca Strait* Why Canada might tentatively be back on track* Efficient debt v inefficient debt spending* China v The West - the politics differences that help to shape the world* Will Trump run for a 3rd term?* The Vancouver Resource Investment Conference on 25th & 26th January 2026* And much moreContact InformationSince 2011 he has expanded Cambridge House from Canada’s leading junior mining conferences to become Canada’s most recognizable brand in public venture capital. Today Cambridge House produces the largest investment conferences in the country in natural resources and hosts the largest video library of investment content in Canada.You can connect with Jay Martin at Cambridge House.And on The Jay Martin show on YouTube.NB - The Vancouver Resource Investment Conference is on 25th & 26th January 2026.Vancouver Resource Investment Conference 2026 TicketsALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 John Rubino of the very popular John Rubino's Substack.John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work. AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 2nd December PMJohn cuts through the noise with regards to:* Inelasticity of gold and silver* CME’s recent ‘cooling challenges’* The 293-million-ounce silver deficit forecast for 2026* Gold, Silver, Copper, Uranium, Oil and the miners* Key factors to take into consideration when picking miners* Why big money is only just starting to enter the commodity space* Why precious are on an upwards trajectory for a long time* And much moreContact Information & Previous RecordingsYou can connect with John at John Rubino’s SubstackOur previous podcast/video can be found below.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Mid-Week Macro from The Contrarian Capitalist.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.Free 1-Hour Financial Strategy Session ($700 value)Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Kevin Hassett was the name that I could not remember on that live video. The odds of him being the Fed Chair nomination are extremely high.2 must read posts (and other news links)James Eagle of Killer Charts penned this really good article (with great diagrams) that show that advanced economies carry far more debt that emerging markets.And Guardian Research also penned a well-written commodities article. Highly recommended reading.Putin Says ‘Ready For War’ Against Europe If Attacks On Russian Tankers, Energy ContinueBarrick Seeks to Spin-Off US Operations, Hits 13 Year Highs on News | ZeroHedgeUS moves to deepen minerals supply chain in AI race with ChinaDrunk raccoon found passed out on liquor store floor after breaking inMiliband warned that UK data centre boom risks guzzling gasLabour plans to ban wood burners to bring Britain on par with EUSmall Business Job Losses Soar In November; ADP | 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! 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 Dr Nomi Prins, macro-economist, geopolitical financial expert, best-selling author and founder of Prinsights with Nomi Prins, a geopolitical financial and macro-economic analysis company.Nomi has held key positions on Wall Street including as a managing director at Goldman Sachs, a senior managing director at Bear Stearns in London, a strategist at Lehman Brothers, and an analyst at the Chase Manhattan Bank.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 1st December AMDr Nomi Prins discusses:* Projected Fed rate cuts for December* Why 100bps of cuts are likely for 2026* Why a new Fed chair is likely to be dovish and what this means for the current administration* How the above will impact U.S Equity markets moving forwards* Supply & Demand economics for gold, silver, copper, platinum, palladium and uranium* The importance of stepping back from the noise and seeing the much larger picture for commodities* And much moreNB - We spoke about who could be the new Fed Chair come May 2025. It looks very likely that this will be Kevin Hassett.Contact Information & Previous RecordingsI highly recommend that you connect with Dr Nomi Prins and Prinsights with Nomi Prins on Substack.Our 2 previous conversations are below:And the following 2 articles are also highly recommended reading.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Mid-Week Macro from The Contrarian Capitalist.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.Thanksgiving weekend extended special offer!25% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 25% off sale will end on Monday 1st December 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.Thank you for being part of The Contrarian Capitalist community!Free 1-Hour Financial Strategy Session ($700 value)Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Things are heating up between the U.S and Venezuela, but I don’t think that Maduro is going anywhere anytime soon!Other links to news articles, posts and podcastsTether’s 116-Ton Gold Hoard Rivals Reserves Of Korea And Hungary: JefferiesJapan’s Debt Bomb Explodes! $1.2T Global Exit Begins as Currency War Goes NuclearBudget 2025 summary: Key points from Rachel Reeves’s speechBudget analysis: Chancellor chooses to tax big and spend bigUK net migration drops sharply to 204,000 in year to June - live updates - BBC NewsThanksgiving weekend extended special offer!25% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 25% off sale will end on Monday 1st December 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.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 Norsemont Mining (CSE:NOM | OTC: NRRSF) CEO Marc Levy.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 11th November PMDisclaimer: The Contrarian Capitalist was compensated by Norsemont Mining for producing this interview. Robert Smallbone (The Contrarian Capitalist) is not a shareholder of Norsemont Mining at the time of recording this interview on Tuesday 11th November 2025. Nothing contained in this video is to be constituted as investment advice. Please do your own due diligence.Marc deep dives into:* Sentiment in the gold market since 2003* Gold and silver price targets* Why Goldman Sachs 60/20/20 portfolio shift (20% now recommended for gold) is a significant shift for the industry* Q3 mining results across the industry and why there is a lot of room left to run* What makes Norsemont Mining stand out from other projects* Why country/community/team and people are integral to a successful mining operation * Where Norsemont Mining currently is and where it could possibly go* And much moreAbout Marc Levy & Norsemont MiningMarc Levy is the Chairman and CEO of Norsemont Mining (OTC: NRRSF | CSE: NOM), a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.Norsemont Mining owns 100% of the past-producing Choquelimpie Gold-Silver Project in Northern Chile with 2.7Moz AuEq MREContact InformationThe Norsemont Mining website is https://norsemont.comYou can follow Norsemont Mining on X at https://x.com/norsemontNorsemont have also now commenced their Phase 3 Drill Programme at ChoquelimpieDisclaimerThe Contrarian Capitalist was compensated by Norsemont Mining for producing this interview. Robert Smallbone (The Contrarian Capitalist) is not a shareholder of Norsemont Mining at the time of recording this interview on Tuesday 11th November 2025. Nothing contained in this video is to be constituted as investment advice. Please do your own due diligence.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Mid-Week Macro from The Contrarian Capitalist.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. Please note that there will NOT be a Mid-Week Macro on Wednesday 26th November as I will be in transit.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!Free 1-Hour Financial Strategy Session ($700 value)Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!I don’t think that Trump will release the full Epstein files by 31st December, so I’d be putting a no against this. I know that it is on the way to his desk (at the time of writing) but that does not mean that it will be enacted straight away.Other links to news articles, posts and podcastsThe first ever mining podcast (with Norsemont Mining CEO Marc Levy) is now available to paid subscribers and will become available to free subscribers on Thursday 20th November 2025.The Paraguay Temporary Residency process has now been completed. All the paperwork has been done, and it is now a case of waiting for the physical ID card to be produced.You can learn more about Paraguay by listening to the podcast with Plan B Paraguay or by my latest update as of 17th September 2025. Both are 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! 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity CornerAs per usual, there is a LOT to talk about!7 small bits of housekeeping* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible* Please subscribe to both The Contrarian Capitalist an…

Today’s podcast/video features The Brawl Street JournalAUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 11th November AMThe Brawl Street Journal discusses:* Denmark accusing Norway of profiteering* The importance of energy independence* Russia/Ukraine & energy infrastructure challenges* Current EU Energy Policy and why they continue to shoot themselves in the foot* China’s control over chips and the impact this has on European Industry* Why gaslighting and doubling down on mistakes won’t last forever* And much moreContact Information & Recent ArticlesYou can connect with Brawlster and the team at The Brawl Street Journal, and also on X.I’d highly recommend you check out the following articles:ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Mid-Week Macro from The Contrarian Capitalist.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.Free 1-Hour Financial Strategy Session ($700 value)Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Polymarket | Will Trump create a tariff dividend in 2025?...Not mentioned on the video today but this is arguably the other important piece of news in the last couple of days i.e. potential $2,000 ‘tariff dividend’ cheques.Other links to news articles, posts and podcasts1 on 1 strategy sessions will be available from December. They last 2-3 hours and take place on Zoom. Please send a DM on Substack to enquire.New Epstein emails that mention Trump released by House Democrats - live updates - BBC NewsGovernment shutdown: US House set for crunch vote on ending historic funding deadlockPrime Minister will fight any attempt to replace him, friends sayTrump issues three demands to BBC to avoid huge £760m lawsuit | World | News | Express.co.ukMartin A. Armstrong on X: “The BBC manipulated a video on J6, deceiving the public by making it look like Trump encouraged the “insurrection”. It is Urgent to Subpoena the BBC NOW!!!!!! This Can Be the Silver Bullet That End Fakes News.The Brawl Street Journal joined CC for a chat about Europe v Reality and why (and how) there is an energy reckoning ahead.Plan B/C is in full swing. You can learn more about Paraguay by listening to the podcast with Plan B Paraguay or by my latest update as of 17th September 2025.I was also on Crypto Rich’s show. Recorded on Friday 7th November 2025.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! 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

Crypto Rich of Crypto Rich Politics invited me onto his fantastic show. We sat down on Friday 7th November PM to discuss a wide range of worldwide political challenges and what we can do about them.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 7th November 2025 PMRich & Rob discuss:* The recent NY Mayoral election* The current political powers in play and why* The end game* UK Energy policy gone wrong* How to withhold tax lawfully in the UK. NB - Not a financial recommendation (link below)* Other key and important UK Laws & Statutes* And much moreContact Information for Taxes (as mentioned above)ProbityCo | Withhold Tax LawfullySubscribe to Crypto RichCrypto Rich XOn TelegramOn RumbleOn OdyseeOn YouTubeOther Articles of NoteUK Bill of Rights 1689Peasants Revolt 1381Harrying of the North in 11th CenturyTake 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! 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 features Alasdair Macleod from the very popular MacleodFinance Substack AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 4th November 2025 PMIn this thoroughly informative podcast, Alasdair discuss:* Will the UK get rid of Capital Gains Tax on ‘legal tender’ i.e. Britannia’s and Sovereigns* Will the USA look to confiscate gold?* Why the current price action in gold should be viewed as an opportunity* Gold and Credit in Layman’s terms* The commodity complex and why it is turning a corner* And much moreContact InformationYou can follow Alasdair Macleod at MacleodFinance Substack or on X.You can also listen to our previous conversation back in March 2025, by using the link below.4 recent articles of note to read are:US Gold Confiscation - by Alasdair MacleodFear Index Reaching Levels Last Seen Prior To 2008 Global Collapse | King World NewsSilver & Gold: Do Not Get Beat Down By The Declines | King World NewsALL interview podcasts are released to PAID SUBSCRIBERS first.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 cracking value to protect your wealth, defend your freedom and outsmart the system.Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.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