The Contrarian Capitalist Podcast

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to the Monthly Wrap for September 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.3 small bits of housekeeping* This video was recorded just after the opening bell on Tuesday 30th September 2025* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.We also take a look at Lithium and Cobalt in the video.Grasberg Copper Mine Incident UpdateLuke Gromen podcast with Erik TownsendPaid Subscribers now have access to both the video (above) and also the September 2025 Market Chart Deck (below) as well as the Top 9 Commodity & Geopolitical Events for September.

Today’s episode with Josh Young of Bison Insights. Bison Insights is a newsletter by Josh Young that shares high-upside potential oil and gas investment ideas, oil and gas market analysis, and expert interviews.Josh is also the Chief Investment Officer at Bison Interests, an opportunistic investment firm focused on public energy equities.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 25th September AMIn this wide-ranging podcast, Josh discusses:* Nat Gas fundamentals* Oil fundamentals* The short, medium and long-term outlooks of both markets* 2 recent small-cap gas buyouts* 1 potentially huge opportunity in oil* A price target for oil* And much moreContact InformationPlease do connect with Josh over at Bison Insights on Substack.You can follow Bison Interests on their website too.ALL interview podcasts are released to PAID SUBSCRIBERS first.Join The Contrarian Capitalist paid community and protect your wealth. Get market insights, exclusive macro videos, early expert interviews, and the strategies you need to grow, safeguard, and stay ahead of mainstream investors.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

Today’s episode with returning guest Lobo Tiggre (Speculator, Analyst + Author of Independent Due Diligence reports at Independent Speculator) gives a 30,000ft overview of the current economic climate as well as diving into gold, silver, copper news and uranium.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 25th September 2025 AMIn this episode, Lobo discusses:* The top 5 reasons to own gold* Why the Trump shock is NOT fully behind us* Irrational exuberance on Wall Street* Why exposure to gold, silver and the mining stocks is essential* Why to be cautious about too much hyperbole* 1 surprising Uranium characteristic* Rare earths being a misnomer and don’t trust government involvement in them* And much moreContact InformationPlease do go and check out https://independentspeculator.com/The Upside MaximiserGrasberg Copper NewsYou can also follow Lobo on XYou can also listen to our previous conversation back in 2024 by using the link below.ALL interview podcasts are released to PAID SUBSCRIBERS first.Upgrade to paid and unlock:* Weekly Friday Commodity Wrap & Sunday Market Wrap plus exclusive mid- & end-of-month macro videos on commodities and markets* Early access to expert interviews and podcasts exposing hidden trends and contrarian opportunities* Full archive access, portfolio updates, and a private hub for contrarian thinkers focused on freedom, wealth generation, and protectionStarting 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.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

Today’s podcast episode is with returning guest Gary Savage, President of the Smart Money TrackerAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 23rd September 2025 AMIn this wide-ranging podcast, Gary discusses:* The 3 fundamental factors driving gold* Gold suppression and why that has collapsed* The short to medium term road map for Gold and Silver* The 8-year cycle and where we currently are in it* Potential exit strategies for 2029 and beyond* How to profit from what lays ahead* And much moreContact InformationA big thank you to Gary Savage for taking out of his day to come back onto the show.You can also follow Gary on X, or at the smart money tracker investing newsletter. The SMT is not open to new subscribers at the moment and will likely open to subscribers in December. Please follow Gary on X for updates.You can also listen to our previous conversation back in January 2025, by using the link below.ALL interview podcasts are released to PAID SUBSCRIBERS first.Upgrade to The Contrarian Capitalist paid community and master wealth creation and protection. Access weekly market and commodity insights, exclusive macro videos, early expert interviews, and strategies to outsmart the system.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

Welcome to The Contrarian Capitalist. Protect your wealth. Defend your freedom. Outsmart the system.This post will look at a Polymarket market as well as look at the latest on Gold, Silver and Platinum. Palladium is mentioned very briefly too. They all have very powerful factors working in their favour!This article and video is FREE for everyone.CC’s Polymarket mid-market of the weekYes, Gold is doing very well at the moment and will likely break $4,000 this calendar year, but that does not mean that it will finish at $4,000 or more at the end of the year.Podcast guest Gary Savage highlights the fact that there is likely to be an intermediate correction, possibly after the next FOMC meeting in October. If this were to happen then this could last until the end of the year.38% of people saying over $4,000 by year end is too bullish in my opinion. I’d be going against this personally.GoldHere are 5 reasons why the price of gold is going to increase:1) More people will start to wake up and smell the coffeeThe world is not a healthy place at the moment. More people are realising what the central banks are doing (i.e. buying more gold) and more people want a piece of the price action. Hedge funds et al all seem to be asleep at the wheel. This just creates more opportunities for the likes of you and me. The minute hedge funds start to realise that gold is the place to be, the price will skyrocket.2) WarSome will say that war has already started. Some believe that a wider conflict is imminent. Regardless of what is happening or what is happening, currency will shift to a safe haven and shift to true money. That safe haven and true money is gold. This demand influx will increase the price.3) Currency printing This can cover a wide range of subjects. Those wind-turbines to be built on the North Sea? Highly Subsidised! All that green and clean power that we need/want to generate to make our citizens poorer? Highly Subsidised! All those public sector pay increases? Highly Subsidised! Although taxes will increase, a majority of this currency will be printed, thus lowering the value of the £ (or whatever currency you are in) and thus push up the price of gold simultaneously.4) A potential new BRICS currency backed by gold. This may happen but it is a bit up in the air at the moment. If this does happen then it is possible that gold is revalued, and this revaluation would send the yellow metal higher.5) A potential revaluation of gold in comparison to existing debt around the world. This would likely be an accounting exercise in order to balance the books but it has the potential to send the price of gold much higher. I forget the chaps name but read his article and that indicated that a revaluation based on the current worldwide debt would result in 6 FIGURE GOLD.$141,501 oz gold? It’s possible. Here’s how!Numerous podcasts have also been recorded about Gold. I recommend that you take time to listen to them.The pros and cons of bullion coins and bullion bars – Listen HEREAdvantages of owning Gold + Silver – Listen HEREDo’s and Don’t of Bullion Storage – Listen HEREUK Gold - 1 BIG Tax Advantage! – Listen HERESilverSilver is surging and it has a LOT of room to run! 5 main reasons why physical silver are 1. Structural Supply DeficitSilver mine production has been flat-to-declining for years, while industrial demand (solar, electronics, EVs, medical uses) is climbing. The Silver Institute projects continued structural deficits, which historically puts upward pressure on prices.2. Monetary Hedge & Safe HavenLike gold, silver is seen as protection against inflation, currency debasement, and systemic risk. With ballooning government debt, persistent deficits, and fiat debasement, investors are likely to start seeing silver as an easier entry to a monetary hedge.We are starting to see signs of this, despite the main use of silver being industrial at present. 3. Green Energy & Technology DemandSilver is critical for solar panels (photovoltaics), EVs, and 5G/AI-driven electronics. The energy transition is structurally increasing demand, and silver has no easy substitutes. Silver is also used for war machines too.4. Historically Undervalued vs. GoldThe gold-to-silver ratio sits at 85.51. This is currently well above historical averages, which therefore suggests silver is cheap relative to gold. See chart below (correct as of Wednesday 24th September 2025). It is a 50-year chart.SourceSilver tends to outperform gold in commodity bull markets. It catches up violently once momentum builds. That momentum also violently disappears too, which is why timing is very important.5. Low Above-Ground StockpilesInventories on COMEX and LBMA have been declining, with significant amounts flowing East. When investment and industrial demand collide, this should trigger a sharp price squeeze.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, a

Today’s returning podcast guest is Clem Chambers.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 18th September 2025 AMClem Chambers is a leading technology innovator with a proven track record in the tech and financial services sectors. He has been involved in the software industry for over 40 years as a pioneer of computer games, multimedia, and the internet.Clem is founder of the upcoming finance site aNEWfn.com and is the founder and former CEO of global stocks, shares and crypto information website ADVFN where he was responsible for propelling the platform from likely dot.com failure to thriving market leader (36 million users worldwide).In this wide-ranging podcast, Clem discusses:* Why Intel is a great Contrarian play* US equities Boom or Doom?* Gold, PGM’s and Copper* Energy and the world* USA/Europe/China relations* AI/Energy and the energy correlation* And much moreYou can find out more about Clem Chambers here as well as at anewfn.com!You can listen to our previous conversation below:And please do check out his recent videos regarding Intel and the macroeconomic overview.Intel Kabooooom!S&P 500 MOON or DOOM: Why the Bull Run Isn’t Stopping Until 2026!I wrote about the Copper merger in last week’s Commodity Wrap, which is below.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 Contrarian Capitalist. Protect your wealth. Defend your freedom. Outsmart the system.CC’s Polymarket markets of the weekThe Fed cut rates by 25bps on Wednesday 17th September 2025. There is currently n 82% chance of a 25bps cut in October. This sounds fair to me. Rates should actually be going up, but that is truly a Contrarian play and unlikely to happen.If I was putting my cash where my mouth is then this market seems fair and I’d be going for a 25bps in October. It’s not what should happen but is what I think will happen.The second market of note is whether Jerome Powell will be out as Fed Chair in 2025. 6% seems way too high in my opinion. I put his chances at between 0% - 1%. He has delivered what Trump wanted (and will likely deliver again in October) and therefore Trump would have no need to remove him in 2025.This market is grossly mispriced in my opinion. There could be a few $$’s to be made here.Politics & Digital ID’sA few weeks ago I spoke about Digital ID’s. They are now becoming more spoken about day by day.Various article headlines and photos on Digital ID’sMeanwhile in VietnamUK Housing ChallengesThank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos per month, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit 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

Today’s podcast guest is Robert, self-proclaimed macro nerd | "Silent Depression" contributor | "when money isn't scarce, everything else is". He is the host of the popular Infranomics YouTube Channel.AUDIO IS AVAILABLE HERE - NB There is an issue with the RSS feeds & Substack at the momentPlease SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEONB - Recorded on Wednesday 10th September 2025 AMThank you also to Roberto Rios for putting us in touch in the first place!This wide-ranging podcast explores:* The Silent Depression. What it is and how long it has been happening for* Why different metrics are needed to get a better (and more accurate picture) of the current economic situation* Triffin’s Dilemma explained* Currency and trade challenges* Why there are tough times ahead for US Citizens* Gold, Bitcoin and Land. The 3 pillars of protection moving forwards* And much moreContact InformationYou can find Robert on XInfranomics on YouTubeAlso on a variety of other platforms by using his Linktree.Scott Bessent Speech at the Manhattan InstituteScott Bessent | The Fallacy of Bidenomics: A Return to Central Planning | A New Supply-SideALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

The first 3-way conversation/podcast on The Contrarian Capitalist features the fantastic E.M. Burlingame and Will Tanner, Co-Founder of The American Tribune. We might break the internet with this podcast!AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 9th September 2025 AMThis blockbuster podcast covers a wide range of topics, including:* How do you undo a 400-year-old Psy-op?* Normans/Saxons and the heritage of the English Civilization* Oligarchy, Aristocracy & societal structures* Forcing the crown to do their hereditary duties* The king, the aristocracy and love of the land* Aristocrats by Robert Lacey* Why family offices are the now the most important people on the planet* Why community and soldiers are also imperative in today’s society * Wade Hampton and the 48ers* Trust and why society is crumbling before our eyes* The Pretorian system and their significant undertones* Charles I and the structures that we need to thrive moving forwards* What lays ahead for our civilization* Why a bloody war is coming* And much moreContact Information Will TannerPlease do connect Will Tanner. You can find him on Substack at The American Tribune, or on X at TAmTrib and also in person on X at Will_Tanner_1.Contact Information E.M BurlingamePlease do check out and subscribe to E.M.’s Newsletter. You can also connect with E.M. on X, as well as finding his books on Amazon.The Eternal WarThe Art of Being a ManOther booksALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 8th September 2025 AMIn this episode Erik discusses:* Nuclear policies and how to improve the nuclear process within the USA* Nuclear geopolitics including Russia/China/North Korea as well as Niger* 1 Oil factor that people are not thinking about at the moment* Why Oil is likely to fall in price before going much higher* Why Copper is flashing a recession signal* And much moreContact InformationYou can connect with Erik Townsend on Substack and also on XYou can connect with MacroVoices on X too.Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.Copenhagen AtomicsThomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.Episode 1Episode 2You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji belowA big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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.comToday’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.AUDIO IS AVAILABLE HERE - NB There are issues with the RSS feeds and Substack at the moment!Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEONB - Recorded on Wednesday 10th September 2025 AMThis podcast/video covers a wide range of topics, including:* SGE’s gold and silver vaults in Hong Kong* The main reason why faith/trust in the USD has decreased* 2 great charts to look at (below)* What the hacksaw mountain in gold and silver is (X posts/photos below)* Why Bitcoin is a digital liquidity sink scheme for the USD* And much moreContact InformationYou can follow Eric on XALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CCCharts and X posts for referenceSources are FT and www.goldchartsrus.comMichael Saylor/Bitcoin/El Salvador Post on XHacksaw Mountain Post on X

I recently appeared on the excellent Kontrarian Korner podcast, hosted by Ben Kelleran. This is that video!Podcast Summary* European politics, the mysterious deaths of several AFD politicians, and the current state of the UK.* The financial state of European governments and European bonds.* His view on precious metals and why they are simplest way to protect wealth over the next several years.* Why he is partial to silver over gold currently.* What he thinks about energy, how devaluation will play a role for commodities, and his view on oil, natural gas, and uranium.* Where he sees equity markets heading over the next several years.* Why there will be a huge opportunity in bonds in the distant future, and why he views them as certificates of confiscation for now.* The importance of having a Plan B and why he left Europe.* Book Recommendation: The Great Depression: A Diary by Benjamin Roth.Contact InformationPlease connect with Ben Kelleran at Kontrarian Korner on Substack.Or on XBen also recently appeared on The Contrarian Capitalist. You can listen/watch that here:Please allow me the opportunity to serve you at a higher level!* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 David Morgan, founder of The Morgan Report.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 4th September 2025 AMThis blockbuster podcast covers a wide range of topics, including:* David’s view on the best way to purchase Silver* Structural deficits within the market* Spoofing/Manipulation … 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 Tuesday 2nd September 2025 PMIt was an absolute pleasure to have Don Durrett back on the show and to get an update of the mining sector as well as general goings on in Gold and Silver. It is fair to say that a lot has happened since June!We look at:* Newmont mining nearly being the top stock YTD in the S&P 500* Why Don believes he’s now conservative with $100 Silver* Mining company cashflows and what will happen moving forwards* S&P 500 levels and why a reversal will happen* Why Don likes the HUI and his target for it* And much moreContact InformationYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Our previous 2 conversations are below. ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Plenty going on so far this week. This video looks like the state of Digital ID’s, Politicians preaching and being hypocritical and also Silver!A shout out to Quoth the Raven too for being very candid about what was likely to happen to Gold i.e. $100 days becoming normal. We are very near to that point in my opinion!Politics & Digital ID’sWe’ll start with the UK, and the Deputy Prime Minister is in hot water.Ms Rayner is part of The Fabian SocietyDigitial ID will be the answer, because a Digital ID would be ‘beneficial’ for the people. Apologies that this is not the clearest photo in the world.Thank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to the Monthly Wrap for August 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.3 small bits of housekeeping* This video was recorded just after the opening bell on Thursday 28th August 2025.* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Paid Subscribers now have access to both the video (above) and also the August 2025 Market Chart Deck (below) as well as the Top 8 Commodity & Geopolitical Events for August.

Today’s podcast guest is Laurent Lequeu aka The Macro ButlerAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This podcast was recorded late in the evening on Wednesday 20th August 2025This wide-ranging conversation explored the current challenges (and potential outlook) for the world, and included:* What would happen if Trump, Xi or Putin died* Conflict occurring in Asia* NATO influence in Asia* Commodities, SWIFT systems and more* Plan B and why it is imperative that you have one* And much moreContact InformationYou 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] can also listen to our first conversation here:ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 Northstar Badcharts co-founder Patrick Karim.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This was recorded on Wednesday 20th August 2025This video looks at:* Silver across multiple time frames* Gold across multiple time frames* The Silver v Oil correlation from 1861Contact InformationYou can connect with Patrick on XAnd also for deep dive analysis, please visit the NorthstarBadcharts website.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Podcasts/Videos and posts mentionedJackson HoleSourceThank you for being part of The Contrarian Capitalist community!Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit 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

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 SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This was recorded on Friday 15th August 2025, 54 years to the day that the Dollar died.This podcast episode reveals:* How Nixon unleashed modern fiat currency chaos* Sound money principles and why they are important* What we have to learn from historical regime and monetary changes* West v East mentality * Central banks gold buying* Are mining companies becoming cash machines?* And much moreContact InformationYou can connect with Ted J Butler on LinkedIn.Please do check out the Sound Money ReportTed J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan Report.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 Peter Krauth, Author of ‘The Great Silver Bull’ + Newsletter Publisher, Silver Stock Investor & Silver Advisor.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* The 2-3 key reasons why Silver is likely heading to $300* Where we are in the current Silver bull market* 2 charts to observe* Ways to participate (and profit) in Silver * Underlying supply and demand challenges in the sector* And much moreContact InformationYou can connect with Peter Krauth on LinkedIn.You can also visit the Silver Stock Investor Website.And also purchase The Great Silver Bull on Amazon/Audible (not an affiliate link)ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 CornerNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.And apologies for cutting my face off with the camera positioning!!4 small bits of housekeeping* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts and a p…

Today’s podcast guest is Ben Kelleran, Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.A special shout out to E.M. Burlingame or E.M.’s Newsletter for putting us in touch in the first place.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTBen discusses:* Oil and targets* Gold* Platinum. How it is both underrated and undervalued * Synthetic markets* A Kontrarian take on the future of AI * The DXY and the death of the Euro* Migration/Immigration and social challenges that are on our doorstep* The global elite, a potential end game and possible Mad Max scenarios * And much moreContact InformationPlease connect with Ben Kelleran at Kontrarian Korner on Substack.Or on XYou should also read this post about the company that Ben mentioned in the recording.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Podcasts/Videos and posts mentionedThe newly branded Commodity Wrap (Fridays) & Market Wrap (Sundays)Market Wrap 10/08/2025 - Nikkei Up 6%, US Markets Rally, Dip Buyers in Control!X Posts/News ArticlesWhite House says Alaska summit with Putin on Friday will be 'listening exercise' for Trump - follow live - BBC NewsThank you for being part of The Contrarian Capitalist community!Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit 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

Today’s podcast guest is Justin Huhn, Founder & Publisher at Uranium Insider.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis wide-ranging conversation covered:* The dynamics of the Uranium market since 2016* Why everything is aligning for a Uranium bull market* Spot v Term pricing and why contracts might be the sticking point moving forward* Why $100 spot price in the future will be a piece of (yellow) cake* Geopolitical aspects (West v East) of Uranium and energy* SMR’s, their functions and the electricity grid* Mining stocks* And much moreContact InformationYou can connect with Justin Huhn on LinkedINAnd also at Uranium Insider.ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month (starting from $9.17 USD).Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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

Podcasts/Videos and posts mentioned4 reasons the Yen Carry Trade could blow up - In Layman's TermsNews ArticlesBank of England cuts interest rates to 4% - live updates - BBC NewsJapan's population falling with 900,000 more deaths than births in 2024Laffer Curve & SourceThank you for being part of The Contrarian Capitalist community!Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit 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

Today’s podcast guest is Miles Harris, who has a BSc and Master’s in Economics. Mr Harris has been studying financial crises since 1999: Russia, Asia, Argentina, and the 2008 collapse. History doesn’t repeat; it rebrands.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThe financial world is not what it seems. In this episode, you will learn about:* Financial Colonialism* The importance of credit creation* Financial system plumbing* Richard Werner’s work* Stablecoins and CBDC’s* Triffin Dilemma* The current administration knows what they are doing financially* The dangerous world of tokenization* Historical land grabs and parallels between then and now* Was the renaissance era created as the wealthy needed and wanted a new asset class to further enhance feudalism?* Banking crisis of the 1340’s* And much moreContact InformationYou can connect with Mr Harris on:YouTubeSubstack = Miles HarrisXTikTokALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 Bald Guy Money, who posts about metals, macroeconomics, and statistical analysis.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTKey Topics discussed include:* Gold, silver, and commodities - Why hard assets are shining.* The virtue of patience in the precious metals space.* 1985 Plaza Accord vs. today - Historical lessons for modern markets.* Catalysts fuelling the gold and silver price increases.* Stablecoins and their impact on money supply.* GENIUS Act 2025: Why US Treasuries are in demand (again).* BGM’s top tips for thriving in turbulent times.* And much more!Contact InformationYou can connect with Bald Guy Money on YouTube, X and over at PatreonALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 the legendary Rick Rule, President and CEO at Rule Investment Media LLC and a well-known investor in natural resources and conventional financial services.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* The recent Rule Symposium in July 2025* Newmont’s recent results and what this could entail for the rest of the mining industry* $10,000 Gold & why this is likely based on the current economic situation i.e. USD to lose purchasing power* What happens to Silver as a result* What 50 years of market experience has taught Rick about commodity bull markets* Mining risks and rewards* Why country risk in mining is skewed incorrectly and stereotypically* Battle Bank update* A special offer from Rick Rule SymposiumWe started the podcast by talking about the recent Rule Symposium in Boca Raton, Florida, which was held at the start of July.You can access all of the online content at the Rule Symposium and watch it from the comfort of your own home!Contact InformationRick Rule has kindly offered a free mining stock analysis for investors. Please go to www.ruleinvestmentmedia.com to take advantage for this. I’ve done it twice in the last 3-4 years and have found it to be an incredibly useful service!For more information about Battle Bank and what they can offer, then please visit their website.You can follow Rick Rule on XALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCRick Rule first appeared on the podcast back in 2024. You can listen/watch that episode 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

Today’s podcast guest is David Materazzi, investment research specialist and CEO of the automated trading platform, Galileo FX.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis is a very wide-ranging conversation that covers a plethora of topics, including:* Free-market capitalism vs Fake Capitalism* Why and how authoritarianism is on the rise* Systems, structures and the pros and cons of what we currently have* Freedom of speech* Individual liberties* Small Government vs Big Federal Government* Inflation - where it comes from* Economics 101* And much moreContact InformationPlease do connect with David/Galileo FX on Instagram, Facebook and X (David), and X (Galileo FX)ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 distinguished podcast guest is Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* Gold* Silver* The key Gold to Silver ratio to watch out for* Mining companies* The biggest wealth generating opportunity that is on our doorstep* Bond Yields and the warning signal that they are sending* Financial history and why it is fundamental to understand* Democracies and Republics* And much moreContact InformationYou can connect with Jaime Carrasco on:XLinkedInHarbourfront Wealth ManagementIt would also be beneficial to read this thread on X as well.ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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

Adrian Day is Chairman and CEO of Adrian Day Asset Management, a registered Investment Advisory firm. He is also editor-in-chief of Global Analyst, an e-mail newsletter published by Investment Consultants International, Ltd.NB - These are two distinct service businesses and should not be confused with one another.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* Gold* Silver* Mining stocks and main reasons they are cheaper today than they were 12 months ago* Trump v Powell* US Debt and why it is a ticking timebomb* US Treasury Issuance and challenges that lay ahead* QE will likely come back and this will enhance inflation* Equity outflows and why emerging markets are presenting very good opportunities* And much moreContact InformationPlease visit the Adrian Day website for more information.You can also get in touch with Adrian and his team by emailing [email protected] podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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

As mentioned in the video, there are numerous ways to support the channel.You can:Subscribe to YouTube at The Contrarian Capitalist - YouTubeBecome a YouTube member at The Contrarian Capitalist Membership - YouTubeA YouTube membership will give you 1 macro video a week, ad free and the price is approximately $4 USD a month. It is a low-cost entry to the world of CC.You can also support the channel by ‘buying me a coffee’, using the button below. Thank you in advance for doing so.In order to get full access to the 10+ newsletters and market videos per month, early access to all the expert podcast interviews and access to the full archive, please consider becoming a paid subscriber.The podcast with Adrian Day is available to paid subscribers. You can listen/watch the episode using the link below.Thank you again and I will be back with the Weekly Wrap on Friday 18th July 2025. 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 Corner4 small bits of housekeeping* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts* Please like and share this article/video with your network.* Please provide feedback as it helps us to improve and deliver the content* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the butt…

Today’s guest is Adam Fayed. Adam has helped clients in over 100 countries manage and protect over $100M in assets.His no-nonsense approach means that he is also the most-viewed financial writer on Quora (822M+ views), a Forbes contributor, and someone CNBC regularly calls for insight. Whether it’s protecting wealth in uncertain times or avoiding the traps most investors fall into, Adam’s perspective hits home for listeners who want practical, global financial advice.NB - None of this conversation is to be constituted as investment advice. It is for educational purposes only.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* Plan B planning (start with the end in mind)* Offshore banking made simple* Reasons for wanting to change tax jurisdiction* Gold & Silver* Bitcoin (and the 1 hurdle it still faces)* Cash* Allocations of the above* NASDAQ/Bitcoin correlation* And much moreContact InformationQuoraAdam Fayed websiteEmail - [email protected] WhatsApp - +447393450837InstagramYouTubeALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 John Johnston (Alyosha/Market Vibes)John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTJJ talks in detail about:* Oil going down in price before going up* Natural Gas + Uranium with regards to AI infrastructure* Being bullish on Copper and Platinum* Why you have to be respectful of Silver* Gold* S&P 500, Risk concentration and the potential dangers that lay ahead* Being bullish USA* And much moreContact InformationPlease do connect with John Johnston at Alyosha / Market VibesAnd on XPlease do read the ‘New Colossus’ post too.ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 Roberto Rios aka The Peruvian Bull, of the popular The Dollar Endgame Substack. The Peruvian Bull is a well-known analyst in finance & macroeconomics and a patriotic American. AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast/video covers a plethora of subjects, including:* Japan and the carry trade unwind* Japanese demographics and savings facts* Bond markets and systematic failures that lay ahead* Game theory between saving the Yen v saving the bond market* What the likely outcomes are globally when Japan fails* Global liquidity and why this is good for Bitcoin* Bitcoin, its characteristics and 5 Bitcoin book recommendations* And much moreContact InformationYou can connect with Roberto Rios at The Dollar Endgame on SubstackOn XAnd on YouTube, where you can also find the mini documentary ‘Will Japan's Collapse Trigger The Endgame?’ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCRice & Bonds articleWill Japan's Rice Price Shock Lead To Government Collapse And Spark A Global Bond Crisis | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

70% off of monthly and annual subscriptions for 12 monthsTo celebrate 4th July and the long weekend that comes with it, I’m offering the biggest discount that has ever been offered on CC.You can get 70% off of monthly and annual subscriptions for 12 months by using the button below.For this you get access to all the market newsletters, early access to all expert podcasts and full access to the archive.This works out at $6.30 a month on the monthly subscription or just $48 for the year ($4 a month) if you use the annual subscription.Valid until Tuesday 8th July.Thank you in advance for becoming a paid subscriber and have a great weekend!CCSourceThank you to everyone who tuned 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/video features Kevin Wadsworth from Northstar & Badstar charts. ‘‘Military meteorologist. Applying scientific, predictive principles to forecast market movements. Macroeconomics & trading. A picture paints a thousand words’’AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTA capital rotation event is upon us. What does this mean? And what are the charts showing us?We explore the following charts:* Bitcoin v Gold charts and vice versa* Gold to $5,000 minimum (and likely $10,000)* Triple digit Silver and a healthy cup and handle pattern in play* 10 out of 12 achieved on the Capital Rotation event bingo chart* DXY undecided where to go at the moment* DXY v Swiss Franc* And much moreContact InformationYou can find Northstar on X, Badcharts on X and on the website at Northstarbadcharts.comIf you mention The Contrarian Capitalist, then you will also be able to get 50% off of a subscription at Northstarbadcharts.comALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCNB - You can watch the episode recorded back in 2024 here: 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 June 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.3 small bits of housekeeping* This video was recorded just after the opening bell on Monday 30th June 2025.* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this product/service.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.If you are yet to subscribe to LiveSquawk Commodity Corner then please do so. If you are a Live Squawk reader and have yet to subscribe to The Contrarian Capitalist then please do so, using the button below.In the video we look at the charts for the following markets:* S&P 500* NASDAQ* Gold & Silver Futures* Platinum & Palladium Spot* WTI* Copper per lb* Uranium ETF* DXYMonthly chart deck below

Today’s episode is another incredibly wide-ranging conversation with Tom Luongo from Gold, Goats ‘N Guns. AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTAs per our previous conversation, there was no battle plan per se. It was simply a case of turning on the microphone and letting the conversation flow.A wide range of subjects were covered, including:* NYC Mayor race* NATO article 5 & the EU* Iran & Israel* Why Trump is on the right path, has called the bluff of a lot of people and has helped to avert WWIII (for now)* Overarching geopolitical view of the world* Making sense of the financial markets* The behind-the-scenes plan to destroy to the Hong Kong peg to the USD* Why the Fed will likely cut by 50bps come the end of July* And much moreA massive thank you to Tom for taking time out of his hectic schedule in order to have a chat and to give his thoughts on the world!Contact InformationWebsiteshttps://tomluongo.me/https://goldgoatsnguns.com/Patreonhttps://www.patreon.com/GoldGoatsNGunsXhttps://x.com/TFL1728ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.Or if you would rather buy CC a coffee instead, then please do so using the button below.Below is a link to the first conversation that we had back in September 2024. 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 Bob Coleman. Bob Coleman has been in the Investment management industry since 1992. He founded Profits Plus Capital Management (Registered Investment Advisor) in 2001 to provide intelligent research, consulting, and portfolio management services to high-net-worth investors and institutions.Founded in 2008, Idaho Armored Vaults is a global leader in protecting financial assets and private property outside the financial system from risks including systemic and counterparty threats.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Podcast recorded on Wednesday 25th June 2025This podcast episode covers:* Platinum and the drivers in the market at the moment* Silver and how the banks are benefitting from the arbitrage* The best way to store your bullion* Price premiums on bullion* Various tax advantages on bullion at present* The most important factor in the precious metals industry* All things storage, dealers & contracts* And much moreContact InformationBob Coleman on XIdaho Armored Vaults | Segregated. Insured. Valuable Secure Storage SolutionsHWPY Podcast on YouTubeALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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

As mentioned in the video, there is now a ‘Buy CC a coffee’ option. That button is below.I hope and trust that you have found this video useful and informative. Please consider becoming a paid subscriber (access to all newsletters, early access to all expert interview podcasts and access to full archive of posts) to help support the channel and independent media.Or if you would rather buy CC a coffee instead, then please do so using the button below.Useful LinksNumerous subjects were mentioned in today’s video. You can find the links below.Tony Blair: Digital ID Is the Disruption the UK Desperately NeedsBrits don't want digital ID cards | The SpectatorHow Zohran Mamdani stunned New Yorkers with mayoral primary winSocialist NYC mayoral candidate Zohran Mamdani's city-run supermarket plan under fireEU and Canada forge closer ties with new defence and trade partnershipIsrael/Iran/USA latestBrookings Institute 2009 The Path to Persia reportPodcasts 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 Simon Hunt of Simon’s Substack.Simon Hunt Strategic Services (SHSS) has over 40 Years of consultancy services and over 3- Years in China provides valuable and often contrarian insights on the global economy, China, and the copper industry.SHSS provides regular reports on the evolving global economy including China and how these changes impact copper.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.This podcast episode covers:* Israel v Iran latest as well as any regime change having to come from within* China/Russia/Iran internal politics* Iran is a critical logistical hub, including a newly opened railway between China and Iran* USA target is to destroy the BRICS group of nations before they destroy USA hegemony* 2009 Brooking Institue Report* Russia/Ukraine/NATO* Spain’s implementation of capital controls* EU physically entering Ukraine* Short term cycles and double-digit bond yields likely in the years ahead* Weather manipulation* Gold, food, water and electricity will be the ways to help protect yourself and your family moving forwardsContact InformationSimon Hunt and Simon’s Substack (new).Simon Hunt Strategic Services on LinkedINX = Simon HuntMap of US Bases in Europe/Asia and the PacificSourceALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 Will Tanner, Co-Founder of The American Tribune.‘‘Tradition is not the worship of ashes, but the preservation of fire’’AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.This podcast episode covers:* Iran, Israel, the USA and current affairs* USA, China, their hatred of each other and why* Opium Wars and the hoovering up the silver* The advantages of colonialism and colonist rule* USA and Soviet Union helping to destroy countries and continents thorough ideology* Why and how race communism is worse than a nuclear bomb* King Leopold II, Belgium and the Congo* French Indochina* Rhodesia/Zimbabwe* South Africa and how/why it is more dangerous than Somalia at the moment* The truth about Nelson Mandela* A great book recommendation* And so much moreContact InformationPlease do connect Will Tanner. You can find him on Substack at The American Tribune. On X at TAmTrib and also in person on X at Will_Tanner_1.Other articles and points of note:King Hochschild’s Hoax - The American ConservativeThe Case for Colonialism : Gilley, Bruce: Amazon.co.uk: Books (not an affiliate link)Chinese scientists, accused of smuggling biological matter into the US, will stay in jailThe £30 million Dorset estate that comes with a 200-year-old mansion, a cricket ground, a nature reserve and an entire village | Country LifeSilver standard - WikipediaNelson Mandela Was a Communist Terrorist, Not a SaintThe Age of Federalism: Elkins, Stanley, McKitrick, Eric: 9780195093810: Amazon.com: Books (not an affiliate link) 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.comToday’s guest is Dr Anas Alhajji of Energy Outlook Advisors' Newsletter and the Daily Energy Report . Dr Anas Alhajji writes about energy markets outlooks, energy policy, and the impact of disruptive technologies on energy markets. He is the Managing Partner at Energy Outlook Advisors.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This was recorded on the morning of Tuesday 17th June 2025.This podcast episode covers:* Why Iran will NOT close the Strait of Hormuz* Trump’s very strange tweet about evacuating Tehran (the capital city)* Why you should ignore what the Mainstream Media is saying* Regime Change and the overall implications of such a thing happening (and why any change has to come from within)* Why it is in Iran and Israels interests to not destroy the multiple nuclear facilities* Geopolitical complications of such a regime change event occurring* Gas shortages in Egypt as a result of Israel’s recent actions* And much moreContact InformationPlease do connect with Anas Alhajji and the Energy Outlook Advisors' Newsletter. You can find Dr Anas Alhajji on X, at Attaqa.net and also at the Daily Energy Report .Dr Anas Alhajji also appears frequently on Macro Voices with Erik Townsend. You can find Macro Voices here.ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC

Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTIt was an absolute pleasure to have Don Durrett back on the show. We covered a lot of subjects, including:* Don’s views on where the price of Gold and Silver is going* The levels to watch out for the Gold & Silver ratio* Why Don believes that Newmont Mining should be a 5 bagger (and what this means for other potential mining companies)* 2 other mining companies that have been in the news recently (and what happened)* Why there is such a thing as a ‘bad sell’* Don’s ideal exit strategies with regards to mining stocks* Why you NEED to have an exit strategy for your mining stocks* What Trump’s tariffs mean for the American middle class* And moreContact InformationYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Don Durrett - The 1 main belief you need for investing/speculating in mining stocks 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 Kai Hoffmann. Kai is a prominent figure in the junior mining and resource investment sector, with a multifaceted career spanning media, finance, and corporate leadership.Contrarian Capitalist Podcast on I TunesIn this wide-ranging episode, we explore:* The state of the German economy* Poor energy policies* 1 reason why the DAX is reaching all-time highs* What Kai thinks will happen in Germany in the next 5 years* Silver touching $36 and if it has broken out of its recent pattern* How Kai assesses and manages risk when it comes to mining/investing in miners* 3 opportunities of the coming financial apocalypseNB - None of this is financial advice. This is for educational purposes only!In Gold We Trust Report Pages 365 - 383 for the Bitcoin/Gold charts and graphsA massive thank you to Kai for taking time out to have a chat. You can connect with Kai/Soar Financial using the links below.Connect with Kai HoffmannYouTube = Soar FinanciallyWebsite = Soar FinancialX = Kai HoffmannGerman Mining Conference in Frankfurt, Germany = Home - Deutsche GoldmesseALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CC 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 Shailesh Kumar, MBA of The Astute Investor's Calculus. Shailer is a former management consultant and an entrepreneur with multiple exits. With 25+ years perfecting small-cap value investing, he brings exclusive, high-growth strategies for building wealth.In this wide-ranging episode, we explore:* Why you MUST have a process!* Portfolio management/risk management strategies* Figuring out a fair value of a company* Why understanding the company can help you to invest effectively* The importance of having end goals* 1 key attribute when it comes to investingNB - We are NOT financial advisor. This his content has been produced for educational purposes only. This is not to be constituted as investment advice in any way.Please do check out and subscribe to Shailesh Kumar, MBA, The Astute Investor's Calculus and you can also find Shailesh on XExtra Articles to check outThe next Berkshire Hathaway?How To Build Portfolio Resilience When Macro Shocks Destroy ValuationsALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCNew Referral ProgrammeRefer 1 friend, then you will automatically receive a FREE 14-PAGE GUIDE TO GOLD + SILVER INVESTING.Refer 3 friends and get 1-month complementary subscription.Refer 5 friends and get 3-month complementary subscription.If you had already referred a friend(s) then you should have automatically received the referral awards. If there are any issues, then please do DM me and apologies in advance if there are teething issues as a result of Substack. 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.comToday’s guest is Roger Pielke Jr., a political scientist and professor at the University of Colorado Boulder, where he explores the intersection of science, policy, and decision-making. I-TUNES PODCAST LINKHe’s the author of influential books like The Honest Broker and The Climate Fix and writes the popular Substack newsletter The Honest Broker!Roger is known for challenging conventional thinking on climate policy, scientific integrity, and even sports governance—making him one of the most original voices in modern public discourse.In this wide-ranging episode, we explore:* The intertwining of energy policy and politics* The potential regulation of the scientific community* Why the 2030 and 2050 timescales do not necessarily work for energy policies* The re-thinking of the way we phase energy challenges* Why the democratic political system is likely holding back long-term energy policies* Hurricanes* Why energy policies can be in direct conflict with economics* Have we seen peak coal? * What Roger would do if he were in charge of worldwide energy policy* And much morePlease do and connect with Roger Pielke Jr./The Honest Broker as his work helps us to understand what is going on in the world with regards to energy policy.Other articlesA lot of other articles were mentioned throughout the course of this conversation. You can find them below.ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCNew Referral ProgrammeRefer 1 friend, then you will automatically receive a FREE 14-PAGE GUIDE TO GOLD + SILVER INVESTING.Refer 3 friends and get 1-month complementary subscription.Refer 5 friends and get 3-month complementary subscription.If you had already referred a friend(s) then you should have automatically received the referral awards. If there are any issues, then please do DM me and apologies in advance if there are teething issues as a result of Substack.