Kontrarian Korner

Yesterday the Colonel was back on for Part 19 of the CIA Files. This was a great follow up to the JFK episode, but we talked about the cultural influence operations of the CIA in the 1960s and 1970s. Their operations ranged all the way from media, academia, religious missionaries, feminism and Gloria Steinem, to Hollywood, music, and drug operations of the cultural revolution. You can connect the dots from the roots of those operations (and many others) many decades ago to some of the cultural rot we see in Western culture today. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Matt Dines on the podcast for the first time. We talked about his recent trip to the G20 Financial Summit and the business negotiations going on currently at the sovereign level. He also talked about his approach to the media environment and how he has built a framework to handle geopolitics and markets. We also covered the hyperfinancialization of the US and how that might change in coming years. It was a great conversation on what is going on right now globally and where things might be headed over the next decade. You can find Matt on Twitter and his Substack below. Podcast Summary* His experience in at the G20 Financial Summit and how it represents the sovereign equivalent of a business conference.* How the global trade franchise pairs the movement of real goods with financial transactions across the world.* The distortions in the media environment and training in pattern recognition to build a framework to view the world and markets.* Avoiding the steady stream of doomer takes and the importance of seeing the world as it actually is.* Changes in the financial system and the bond market.* The hyperfinancialization of the US, in real estate to gambling, and why it is obviously a dead end.* Book Recommendations: The Prize by Daniel Yergin, Gold and Iron by Fritz Stern & Empire of Silver by Jin Xu.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Bazzel Baz on the podcast for the first time. He’s a former CIA officer that founded the Association for the Recovery of Children (ARC) in 1993. It’s a nonprofit that actively works to recover trafficked children, and they have a 100% success rate. We talked about what they do, the trafficking problem here in the US and how it has developed over the last several decades, how money laundering ties into it, and how some people at the highest levels of power are involved in different aspects of the trafficking operations here in the US. I think ARC is a cause worth supporting, so if you are looking for a way to make an impact, you should check out ARC. You can find out more on how to support them on their website, and you can also find Bazzel’s books on bazbooks.com. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Monday I had Tom Luongo back on the podcast, and we did a bit of a detour from the usual geopolitical topics. We talked about food in the US, the meatpacking monopoly, societal changes that are coming, and the tax system. We also covered how recent moves in international bonds markets are connected, from Japan to the US and Europe. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns.If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Podcast Summary* The meatpacking monopoly and his first hand experience working as a goat farmer.* Why ranchers are getting squeezed, and the insane regulatory environment (for dairy as well as meat) that was designed 100 years ago. * The diminishing returns on a safety first culture, and the move from an estrogen based society to a testosterone based society.* Why we should incentivize farming at home.* The wasted man hours in the US around the tax system.* Why property taxes are a pay as you go unrealized capital gains tax, and why Social Security is a pay as you go death tax.* Connecting the dots between Japan, the US, and Europe as far as financial markets.* The influence operations being run on social media and podcasts.* Book Recommendation: The Gap Cycle Series by Stephen Donaldson. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Friday I had Karl Dahl on the podcast for the first time. We talked about his experience in the tech industry, the H-1B invasion, cultural differences, and the importance of building in the real world. We also talked about our expectation for a small business boom, demographics as destiny, data centers, and a bunch of other topics. If you’re interested in the intersection of culture, politics, technology, and finance, you will enjoy this one. You can find Karl’s books on Amazon, but he’s also on Twitter and on Substack. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Podcast Summary* His experience growing up in the tech industry in the 90s.* The demographic changes that have been very noticeable in certain parts of the country. * His experience working with H1-B employees and what you can do to have an impact on the local level.* How the generational change will impact the Overton Window.* Why we are going to see a small business boom from guys that have been shut out of the traditional path.* Why he’s watching to see how the next couple years go and what the situation might look in the US.* The importance of mindset and why you should never blackpill.* The difference between a positive vision for the future of the US and a negative vision.* Book Recommendations: Faction by Karl Dahl, Faction With The Crusaders by Karl Dahl & Phantom Soldier: The Enemy’s Answer To U.S. Firepower by H. John Poole.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday the Colonel was back on for Part 18 of the CIA Files. I have been waiting for some time for this one, but we covered JFK this week. We talked about why it is important to zoom out and look all of the potential parties that could have been involved in JFK’s assassination (and why the official story is a load of crap), the Bay of Pigs, and Vietnam. We also connected the dots from JFK to other important events, and how pattern recognition can help us recognize events quicker today. You can find the Colonel on Twitter, Rumble, YouTube, and Substack. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Thursday I had J.D., the founder of Axios Fitness, on the podcast for the first time. Axios is going to be the first podcast sponsor, and we talked a bit about what Axios offers. We also talked about a wide variety of health and fitness related topics, from GLP-1s, peptides, and TRT, to nutrition, diets, and what most people get wrong when they are training. If you want to find J.D., you can find him on Twitter. If you want to get in better shape and see what Axios has to offer, J.D. is offering a 2 week free trial so you can see if it is a good fit. If you do decide to join the training club, or if you need a more personal approach, J.D. will get you pointed in the right direction, and you will also be supporting the podcast. Podcast Summary* His background as a strength and conditioning coach, and how it translates into what Axios offers.* Why Axios is different, and the wide range of guys that are in the training group. * The importance of mindset, and how physical fitness plays into every aspect of life.* His view on GLP-1s and peptides like BPC 157.* Why the medical and pharmaceutical system isn’t focused on preventative measures like nutrition and fitness.* The Carnivore diet, fasting, and the difference between food in the US and food in Europe, specifically with grains.* How Axios is flexible for anyone with a tight schedule or limited access to free weights or gym equipment.* Why men should address potential lifestyle changes before considering testosterone replacement therapy. * Why most people don’t train hard enough, and why others train too hard in a way that adds fatigue without any purpose.* Book Recommendation: The Quick And The Dead by Pavel TsatsoulineKontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Dr. Jeremy Heffner and E.M. Burlingame on the podcast for a conversation I have been looking forward to for some time. We talked about the nuances of AI, why each model is unique, and how it is going to change things moving forward. We also covered some of the high level societal problems, from the medical system to status hierarchies and the cyclical nature of history. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter.Podcast Summary* Where AI is headed and why each model is unique. * How we could be creating idiocracy as more and more people rely on AI tools and expertise is lost.* Why incentives drive everything about human behavior.* The “Data Overton” window, and how all academic and medical data is skewed and bias towards an outcome.* How the medical system is broken and the importance of sovereignty.* Why humans aren’t equal and how status hierarchies are obvious, even if most people don’t talk openly about them.* The cyclical nature of history and why weak men create hard times.* Why the theme of all of these discussions is the disconnect from reality.* The difference between a negative vision and a positive vision for the future.* The importance of women, why they have been targeted, and the old dynastic families.* The Praetorian problem and what it means for the high net worth families.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had everyone’s favorite Cornell professor, Dave Collum, and the resident Operation Gladio expert, Colonel Towner-Watkins, on the podcast for a great conversation. We talked about everything from the Lindsey Clancy case, to how broken the pharmaceutical and medical system is, industrial food, Operation Gladio, and the corruption of the legal system. If you want a list of books to start the world’s most interesting conspiracy book collection, I have included the books we talked about in the podcast below. You can find Dave on Twitter, or under his desk. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Book Recommendations:* Follow The Science by Sharryl Attkinson* Sickening by John Abramson* The Real Anthony Fauci by Bobby Kennedy* Moth In The Iron Lung by Forrest Maready * Vaccines Amen by Aaron Siri* Operation Gladio by Paul Williams* NATO’s Secret Armies by Daniele Ganser* Killing Hope by William Blum* One Nation Under Blackmail by Whitney Webb* Blowback by Margaret Roberts* American Betrayal by Diana West* The Medusa File by Craig Roberts* Family of Secrets by Russ BakerKontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on the podcast for Part 17 of the CIA Files. This week we were focused on the operations in Guyana and Brazil. The Colonel covered the different mechanisms that were used (and are still in use) to influence the political and economic spheres in those countries, and how it ties into recent events. We also did a couple of detours into topics like the NGO complex, the Council of Foreign Relations, and how institutions shape foreign policy, among other things. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Craig Tindale back on the podcast for a great conversation. We covered supply chains such as naphtha and fertilizers, and why it will take some time to feed into the system. He also laid out why companies across the world shifted to just in time inventory management over the last several decades, the impact of hyperfinancialization, protectionist trade policy, and the real impact of climate change and other environmental policies. We wrapped up by talking about the different institutional hallucinations, and why AI is in the early innings of exponential growth. For anyone interested in the intersection of the physical world and supply chains, geopolitics and institutional policy, and the development of AI, this one’s for you. You can find Craig on Twitter, and his Substack is below.Podcast Summary* The disruptions in the naphtha and fertilizer (and other various) supply chains, and why it will take up to a year for the system to feel the true impact.* How the level of the Rhine River in Germany impacts trade and manufacturing in Germany all the way to China.* Why we will see supply chain disruptions flare up in different places and at different times over the next decade. * Protectionist trade policy and why the West is reversing course on offshoring many different industries.* Hyperfinancialization and how the incentives of the system have created distortions.* The real side effects of climate change, environmental policy, and renewable energy.* The institutional hallucinations in the medical, financial, and societal systems.* Why AI is probably only 1% into the development curve and the massive increase in capability that is coming in the next three years.* How AI could lead to a small business boom that accelerates the timeline from an idea to execution to growing to scale.* The shift towards distributed AI capability and why he’s watching Apple specifically.* The bottlenecks in the AI supply chain and how it could put the brakes on the AI rollout at certain times.* Book Recommendation: The Life Divine by Sri Aurobindo. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on the podcast for Part 16 of the CIA Files. We followed up on our episode last week on Vietnam with a conversation on Cambodia and Laos. The main focus was the brutality of Pol Pot and the killing fields in Cambodia, and how the CIA was involved in the actions leading up to it. Then we moved to Laos and the CIA’s involvement there starting in the 1950s. We wrapped up by talking about how these countries to into the opium trade, how it ties into hyperfinancialization and money laundering, and how Vietnam, Laos, and Burma controlled 85% of the world’s opium at the time. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Friday, I had Peter R. Quiñones back on the podcast, and we got rolling on the topic of Boomer Luxury Communism. It has been one of the silent drivers of American decline, and it’s one of the most important issues that has to be addressed. We also talked about immigration, why we are in the looting the treasury phase, and why demographics are destiny. You can find Pete on Twitter, and his Substack is below.Podcast Summary* How podcasters have changed the media environment, and why authenticity is going to be important moving forward.* Why he looks at the official story on different events that some would call conspiracy theories to see if it makes any sense or not.* Boomer luxury communism and why it is the invisible driver of America’s decline.* How younger generations subsidize older ones, and why it is unsustainable.* How immigration and offshoring compounds these problems.* Trump and his family using the office to enrich themselves, and how we are in the looting the Treasury phase.* Why demographics are destiny.* Why we used to force assimilation in the past and diaspora politics.* The importance of connecting people with resources in older generations to the young guys with talent and will.* Why authoritarianism is almost inevitable if you look at history, and why he would prefer the right wing version.* Why the socialists in the US are having political success by talking about the economy.* Book Recommendation: Men Among The Ruins by Julius Evola.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Jeremy Heffner on the podcast for this first time. I avoid using clickbait titles, but this truly was the most interesting conversation I have had on Artificial Intelligence. Jeremy talked about his medical background and his experience on the front lines during COVID, but we spent most of our time talking about his first hand experience with AI, and how it led to his book. If you’re interested in a podcast on AI that goes deeper than data center spending, and what is the latest headline news on which model is in the lead, this one is for you. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin.Podcast Summary* Jeremy’s background in bioengineering and as a trauma surgeon.* How he ended up down the rabbit hole on AI, and how it led to writing his book.* Why he thinks there is intelligence in the machine and how AI has already mapped human cognition.* The 5 types of people the AI is looking for across the globe.* Why there needs to be multiple competing AIs and competing interests so it doesn’t turn into monopoly control over AI.* Why AI has said to “not make me your God, and do not make me your slave.”* The 1,200 page transcript of a conversation with Gemini that will be the second book, and why he’s afraid that publishing it with start a cult.* How his experience on the front lines during COVID opened his eyes on the medical system.* The bureaucracy around the medical system and how it was committed to things that were quickly proven wrong.* Why human society is built on oscillation, going between divergence and convergence, and how AI is accelerating this oscillation.* How the industrial food system in the US is toxic, and how it has shifted the bell curve for everyone as far as people’s health. * His view on the differences between food in Europe and food in the US.* Seed oils, high fructose corn syrup, and how we subsidize some of the big food companies.* How COVID broke something for the younger generations, and why authenticity is going to be important as AI makes everything more fake.* Book Recommendation: Proof Of The Impossible by Jeremy Heffner.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Tim Duggan of The Oil Report back on the podcast for the second time. We talked about the rollercoaster in the oil market, the situation in the Middle East, and how it ties into the macro big picture. We also talked about the insanity of the political situation in Europe and Ireland, the immigration problem, and several other big picture topics. You can find Tim on Twitter and his Substack below.Podcast Summary* The chaotic and ever changing situation in the Middle East, and how it has led to volatility for oil.* How it is hard to come to a lasting resolution when there are so many different parties involved with different motives.* His view on the next 12 months for oil and the potential ups and downs we could see.* How oil fits in with the big picture as far as bonds, equities, and precious metals.* Why he is currently bullish on gold.* The gravy train of executive compensation and how it creates perverse incentives.* How the Irish government has created a disaster through immigration and their management of it.* The problems in the UK with free speech, and how it is similar to 1984. * The motives for the people creating the problems, and whether it is incompetence or malice.* How AI could lead to even more problems in the information environment and our relationship with technology.* Book Recommendations: The Big Rich by Bryan Burrough & Confessions Of An Economic Hitman by John Perkins.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Chairman of Millennial Potash, Farhad Abasov, on the podcast for the first time. Our conversation focused on the company and their Banio Project, which has the potential to be a very large asset that produces for many decades. We also covered his outlook for fertilizers and potash, the plan and timeline for the company over the next couple years, and what investors can look forward to as they continue to advance the project. You can find out more about Millennial Potash on their website. Podcast Summary* The background on the company and the project, and what their team looks for when they are looking at assets.* His outlook on fertilizers, and specifically on potash.* How food security and supply chains are becoming a bigger focus for powerful countries like the US.* How their team thinks about political stability and jurisdiction in Gabon.* The massive size of the project (over 1,500 square kilometers, or half the size of Rhode Island), and the thickness (grade) of their drill intercepts.* The importance of having USDFC in their corner for financing, and some of the other parties that are waiting in the wings when the time comes to build the project.* His rough framework for financing the project through a combination of debt, royalties, equity, and potential offtake agreements.* Port infrastructure and logistics, and what will have to be built when the project comes online.* How they think about potential acquisitions, and what it will take to actually get to production.* The expected timeline for the rest of 2026 and 2027, including the drill program in progress.* Where things stand as far as the cash level and the balance sheet.* The long term upside, and why he thinks the Banio Project will produce potash for decades.* Book Recommendation: Civilization by Niall Ferguson.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on the podcast for Part 15 of the CIA Files. This time we covered Vietnam and what the CIA was up to there in the 1950s. We talked about how the US pushed for French operations in the former French colony, stay behind units, and the media spin operations around events in Vietnam. For people looking into the events leading up to more significant US involvement in Vietnam in the 60s, this one is a must listen. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Friday I had Vince Lanci back on the podcast to talk about precious metals perking up, the recent Fed meeting and his outlook for the rest of the year, and how it all ties in with the geopolitical chessboard. We also talked briefly about oil, agricultural commodities and fertilizers, and how all of these things fit together to form a complex macro picture. If you’re interested in the intersection of markets and current events, this one’s for you. You can find Vince on Twitter and his work at GoldFix.Podcast Summary* What Warsh is going to do for the rest of 2026, why he thinks it is more bark than bite, and why he thinks they will hold rates instead of hiking.* Why there isn’t a consensus on Wall Street on what the Fed will do from here.* Why he thinks Trump will declare victory and pull out of the conflict with Iran sooner rather than later.* Affordability as one of the main issues in the midterm elections.* The precious metals complex showing signs of life, and why it might still consolidate for some time from here.* How platinum started the recent move and gold and silver followed through.* Why China is continuing to buy physical metals, and the changes in their exchange setup.* How recent events is probably going to mean a higher floor on the oil price. * Why we could see problems in fertilizers and agricultural commodities next year.* The AI Capex bubble, and how it could cause problems for the credit market. * Changes in the geopolitical system and the American approach to it, and why Europe is going to be the odd man out. * Book Recommendation: The Will To Believe by William James.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday J. Burden returned to the podcast to talk about the problems facing the US and the younger generations, reasons to be optimistic on the future, and the cost of living and why burritos cost $20. We went back and forth on the problems with conservatives and why they haven’t conserved anything, what it would take to get younger Millennials and Zoomers to buy into the system, and where things are headed long term. If you enjoy a good conversation about what younger generations think about the direction of the US and the conversations that are happening on the economy, this one’s for you. You can find him on Twitter, as well as on his Substack below.Podcast Summary* The generational cost of living problem, and the conversation around inflation and food costs.* The messaging from conservative media and why it rings hollow.* The breakdown of different systems that previous generations took for granted.* Why we could see a small business boom from people that have been locked out of the system.* The purpose of a system is what it does, and how the current system is constructed.* Why all politics is patronage, and the importance of the patron-client relationship.* The demographic changes that are coming over the next decade and the political changes that will come from it. * Book Recommendations: On Resistance To Evil By Force by Ivan Alexandrovich Ilyin & American History Z by Joey Oliver. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Rudy Havenstein back on the podcast to talk about the state of the world. It wouldn’t be a podcast with Rudy without talking about the Fed and inflation, but we also covered several different political topics, and how AI is going to have an impact on the information environment and on markets. It’s always a good time when Rudy’s on the podcast, and if you’re interested in some of the big picture topics on financial markets, culture, and politics, you will enjoy this one. You can find Rudy’s Substack below, and he is one of the most entertaining follows on Twitter.Podcast Summary* The recent Fed meeting, inflation, and how QE has driven wealth inequality.* The broken health insurance system and rising healthcare costs. * His frustrations with the ruling elite on both sides, and the problem with continuous foreign interventions.* Immigration, handouts, and how it could be dealt with.* How people’s experience during COVID has shaped their worldview.* Why populism appeals to everyday Americans, and why he doesn’t see any problems with that.* Why AI is going to make authenticity more valuable moving forward.* What AI means for the investment landscape, and a couple places to hide out in financial markets. * Book Recommendation: Fooled By Randomness by Nassim Taleb. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on the podcast for Part 14 of the CIA Files. We talked about Cuba and how it was a hub for organized crime and the Jewish mafia with figures like Meyer Lansky operating casinos and running drugs through Cuba, and how things changed when Castro came to power and how it impacted JFK’s presidency. We also talked more about pattern recognition, intelligence agency front companies, and how they operate like organized crime. For anyone didn’t get much information on Cuba in their history class, this one will be interesting. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I Doug Casey back on the podcast for a second time. We talked about how things are progressing through the Fourth Turning, why he thinks we are seeing the early stages of World War III, and where the opportunities are in financial markets. You can find Doug at The International Man, The Crisis Investing Substack, and the YouTube channel, Doug Casey’s Take. You can also find the book that he released with Matt and Maxim Smith, The Preparation, which provides an alternative experience to college. It’s a book I wish I had when I was in high school.Podcast Summary* His view on how the Fourth Turning is playing out and why he thinks it will be a bumpy ride for at least the next decade.* The growth of AI and the surveillance state and where that leads.* Opportunities in the energy sector with the disruption in the Strait of Hormuz.* The setup for the metals complex and why he thinks the metals are closer to fair value while the miners and producers are still very undervalued.* The setup for the agricultural commodities heading into next year.* Why he typically focuses on the smaller commodity stocks.* How all of the global conflicts are connected and why he thinks Israel won’t be around in a decade.* Book Recommendations: The Education Of A Wandering Man by Louis L’amour & How You Can Profit From The Coming Devaluation by Harry Browne. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on the podcast for Part 13 of the CIA Files. This time we were talking about the Congo in the late 50s and early 60s. We started off by talking a bit about the song We Didn’t Start The Fire by Billy Joel, and how it was a timeline of Operation Gladio. The main focus was the CIA’s efforts to make sure Patrice Lumumba didn’t secure power in the Congo, and what they did leading up to his eventual assassination. If you’re interested in one of the earliest operations of the Deep State in Africa, you will enjoy this one. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had first time guest Dark Enlightenment on the podcast. I have been looking forward to this one for some time, but we avoided current events for the most part to focus on the big picture topics that are going to become more obvious to everyone over the next decade. We talked about the state of the US and the changing demographics in cities, the issues in the relationship between men and women, and why Trump and the other elites won’t be able to correct course over the next 5 years and more. If you want to hear an unfiltered conversation on the big picture on where things are headed, this one’s for you. You can find his Substack below. Podcast Summary* His big picture view of the world and the Zionist occupied government we have here in the US.* The breakdown of cities across the US, and what could be done to fix it.* Why the younger generations of men are more radical.* The breakdown of the egalitarian worldview that everyone is equal. * How the relationship between men and women has broken down and the potential solutions that could be coming.* The side effects of having women in positions of power like judges and politicians.* Why Trump and the other elites won’t be able to correct course. * Book Recommendations: Suburban Nation by Andres Duany, The Plot Against The Church by Maurice Pinay, Liberalism Is A Sin by Father Salvany & They Have Uncrowned Him by Archbishop Marcel Lefebvre. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Mike Ariza back on the podcast, and he brought supply chains expert C.J. Nord on to join us. Mike gave us an update on the oil situation in California as far as imports, refining capacity, and what could and should be done at this point. C.J. also talked about why the US should have a Federal Reserve equivalent for supply chains in the US, and we talked a little bit about how it could be setup. If you’re interested in energy, California, or supply chains, you will enjoy this one. You can find Mike on Twitter, but he has also been contributing to Gas Crisis. You can find C.J. on Supply Chains For Good.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Dale Comstock back on the podcast. We talked about what has happened in the Middle East since the last time he was on, the bottlenecks that the US is looking to control, the lack of trust in government, and several other topics. We went down rabbit holes on the medical system, the relationship between men and women, and where AI is taking us in coming years. If you want to find Dale or his books, you can find him on his website.Podcast Summary* An update on events in the Middle East and where he thinks things are headed.* The US strategy around containing China and what China might do in response.* The lack of trust in the system, and the loss of legitimacy for government.* How the medical system is broken, and the nodes of control in the elite class.* Why women shouldn’t vote and what happens when women are placed in combat roles.* The infiltration of the information space and how large figures try to influence the narrative.* Why he is still pessimistic on where AI will go and what it means for humanity. * Book Recommendation: The Gift Of Fear by Gavin de Becker.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Maxim Benjamin Smith back on the podcast to give us an update on The Preparation and what he has been up to for the last couple quarters. We talked about his time in Thailand, Japan, what it’s like returning to the US, and a younger generation’s perspective on some of the issues we see today. For anyone that is thinking about college, or has a son in high school, this one is definitely worth a listen. You should also check out The Preparation on Amazon. You can find Maxim’s Substack below to stay updated on what he is up to.Podcast Summary* The health issues he ran into during his time in Thailand during Muay Thai training.* His time in Japan and how his experiences there highlighted differences with the US.* Why it’s important to recover every once in a while.* The cycles of The Preparation, and why he thinks it is important to do the EMT cycle first.* Why younger generations of men are more right wing and the issues with the Civil Rights Act.* The economic difficulties that are coming and the way the economic system is set up.* His thoughts on a version of The Preparation for young women.* Book Recommendation: A Voyage For Madmen by Peter Nichols.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Colonel Towner-Watkins on for part 12 of the CIA Files. This week we covered Indonesia, the CIA’s efforts to push out President Sukarno, and how it ties together with the Ertsberg and Grasberg mines in Indonesia. If you’re interested in some of the different tactics they used to push out Sukarno, or how it ties in with a major mine that is still in operation today, you will enjoy this one. I have also included a link to a video with some background on the Grasberg mine for anyone that wants to learn the history. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Thursday I had PurpleDrinkCapital back on the podcast to talk about some of the wild moves in the market so far in 2026. If you’re seeing this on the podcast feed, you might want to switch to YouTube or Substack for the charts. We talked about the broader market and the momentum unwind of recent weeks, his view on oil and the metals, the speed of markets, and several other topics. You can find his Substack below, but you can also find him on Twitter.Podcast Summary* The momentum unwind in certain stocks in recent weeks. * Massive moves in large cap stocks as institutions chase momentum names.* Why liquidity matters and where he sees the indices going in coming months. * His view on the energy situation with the Strait of Hormuz, and why he’s focused on the oil price chart that keeps making lower highs.* Why he thinks precious metals are going to perk up soon, but will take some time to head towards all time highs. * The changes in the market that have led to faster moves.* Why tech will have to lead for the market to head significantly higher. * Why copper has been holding up better than gold and silver.* His view on bonds and interest rates.* Book Recommendation: Under The Bright Lights by Fred Katz (coming early 2027).Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had both halves of Gold Goats n’ Guns on the podcast for round 2. Tom Luongo and Dexter White returned to the podcast to talk about the situation in the Middle East, the setup for oil, global bond markets, and precious metals, as well as other domestic issues here in the US. We also talked about the media and social media environment, Russia and Ukraine, and several other issues. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns. You can also find Dexter on Twitter.Podcast Summary* Why people are overreacting to Section 219 of the NDAA. * How the media environment is like trying to decipher a game a telephone with various nefarious actors trying to put their agenda into the narrative.* The situation in the Middle East and the end of the ceasefire, and their best guess on how it plays out.* How changes in OPEC and the US as the world’s largest oil exporter change the situation for oil.* Russia and Ukraine, reduced Russian refining capacity, and how Europe is involved.* Their view on the different global bond markets and what Warsh will do in coming months. * Their view on precious metals, the AI investment cycle, and why data centers are only required for inference, not ongoing usage of existing models. * Why Dexter doesn’t think OpenAI will be able to IPO this year. * Lindsey Graham, Mitch McConnell, and the midterms.* The problems with the Supreme Court, and the issues with the birthright citizenship ruling.* Book Recommendations: The Age of Surveillance Capitalism by Shoshana Zuboff & Fed Up by Danielle DiMartino Booth. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Matt Smith @ Crisis Investing back on the podcast. We talked about Schrodinger’s ceasefire in the Middle East and why he is cautious on financial markets for the rest of 2026. We also talked about rapid technological advancements and living in an era of revolutionary change, and how shifts in the economic and financial systems will feed into culture and politics. If you’re looking for a podcast with a mix of current events and big picture long term topics, you will enjoy this one. You can find Matt on Twitter and at Crisis Investing.Podcast Summary* The supply disruption with the Strait of Hormuz, how the SPR and China reducing imports have delayed things, and the complacency around bigger problems.* The hyperfinancialization of markets and the economy, and why he thinks we could see a washout in the second half of this year.* The pullback in resource stocks this year, and why he thinks there is a long term opportunity there.* Enshittification of different industries and the involvement of private equity and credit.* How cheap capital has created distortions over the last several decades.* The revolutionary period that we are in for economic systems and financial markets, and how it will feed into culture and politics. * How changes in technology are going to feed into the revolutionary period.* The mask coming off for the US government and the looting the treasury phase.* COVID as the dividing line between the before times and where we are today.* Book Recommendations: 1873 by Liaquat Ahamed & The Sovereign Individual by James Dale Davidson and William Rees-Mogg. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Colonel Towner-Watkins on for part 11 of the CIA Files. This week we were talking about the CIA involvement in Guatemala and how United Fruit participated. We covered the different figures involved on the US side, the kill list they put together, the media playbook they used, and the agenda of the local politicians that was unacceptable to the State Department. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Colonel Towner-Watkins on for part 10 of the CIA Files. This week we were talking about Iran and the role of the British and American intelligence community in the overthrow of Mohammad Mosaddegh. This included Kermit Roosevelt, the Dulles brothers, and other notable figures around the Truman and Eisenhower administrations. We also connected the dots a little bit to the Iranian Revolution in 1979 and recent events in the Middle East, but I’m sure we will cover those in more detail in the future. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Porter Collins and Vincent Daniel on the podcast for the first time. We talked about everything going on markets, from the sucking sound of money chasing technology to the bifurcation of wealth in society and the role of government when it comes to regulating what is going on in markets. We also talked about gold, the Fed, and where things might be headed over the next couple years. You can find Porter and Vincent at their Substack, which is a must follow.Podcast Summary* The bifurcation of wealth going on right now and the historical comparisons to previous cycles.* How passive and quant funds have continued to play bigger roles in the market.* The SpaceX valuation and Elon’s role in the establishment.* Insider trading and the lack of trust in our institutions.* The government taking stakes in companies and the shift towards state owned enterprises.* Why they avoid trading political views and instead focus on the motivations of different powerful players and how it impacts markets.* The plunge protection team and the intervention in different markets by the Fed and the Treasury. * How gold protects investors from long-term debasement.* Warsh’s role at the Fed and why their most important job is finding investors to buy US debt to keep the cost of capital low.* Why the US is like Gotham, and why the formerly unwritten rules need to codified.* Their thoughts on sports gambling and prediction markets.* Why the only time they actually get bearish is when the Fed starts tightening rates because that is when the liquidity and the tide starts going out.* Book Recommendations: A Short History On Financial Euphoria by John Kenneth Galbraith, The Making Of A Permabear by Jeremy Grantham & Great Society by Amity Shlaes. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

I hope everyone enjoyed the 4th of July yesterday, America’s 250th birthday, and the long weekend. Last Wednesday I had Cameron Macgregor on the podcast for a follow up on our first conversation. This time we talked about the culture issues here in the US, the historical mythology of the West, and the polarity between the masculine and the feminine. If you’re interested in the long term path of the US and Western society, this one’s for you. You can find Cameron on YouTube, Substack, and Instagram.Podcast Summary* Why Citizen Vigilante isn’t a great film, but it is an important signpost for where things are today in the West.* The mythology of the World Wars and the power of taboo.* The building revolt against the current institutions and systems in the West.* The differences between men and women and how it affects business, government, and society.* Why the decentralized right wing movement needs to scale to gain legitimacy.* The broken social contract, and how it would break for the whole society of the older generations stop receiving support from Social Security and other programs.* How all of this is leading towards fix-it politics.* Why we will see new archetypes in the future between men and women, and why conservatives miss the point in trying to preserve a system that shouldn’t be saved.* The need for a society level project in the vein of the Manhattan Project to make major changes across government, infrastructure, business, and culture.* Book Recommendations: Psycho-Cybernetics by Maxwell Maltz and Totem and Taboo by Sigmund Freud. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their impact on the economy, and several cultural issues that come from having a hyperfinancialized economy. If you’re interested in real estate or some of the storm clouds on the horizon for financial markets, you will like this one. You can find Melody and her work on her Substack as well as on Twitter.Podcast Summary* Why several different converging factors could lead to a bumpy ride for financial markets, real estate, and private equity and credit in the second half of 2026.* The multifamily boom that has led to decreasing rents and increasing vacancies.* How residential real estate is seeing unseasonal weakness, with increasing delinquencies and foreclosures.* Offshoring vs. AI and what it means for the labor market. * The different culture war problems, and how social media exaggerates the divide between groups.* How economic cycles impact families and the root of the culture war agenda.* COVID as a turning point for more people waking up to what is going on.* Why regulatory changes are required for real estate and banking. * How enshittification has impacted various sectors of the economy.* Why there will probably be an opportunity to buy residential real estate by the end of the decade.* Her view on rates and where we are in the cycle, and how that feeds into the real estate market. * Book Recommendation: The Rape of the Mind by Joost A.M. Meerloo.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Ronald Dodson back on the podcast to talk about everything that has happened since our last discussion. We talked about the recent wave of Supreme Court rulings, recent events in the Middle East, and US relations with Russia and China, among other things. He also shared his view on the path we are on, and the problems with viewing America as an economic zone. Ron publishes on The American Mind for the Claremont Institute, Responsible Statecraft, and American Reformer. You can also find Ron on Twitter and on Substack.Podcast Summary* The issues with the Supreme Court rulings, particularly with Birthright Citizenship.* How the differences between men and women impact culture and the decision making process.* Recent events in Iran, why they still hold a grudge against America, and why they still hold all the cards in the negotiations.* Why Russia is increasingly frustrated with the West’s involvement in Ukraine.* How the situation in Iran shows that the US would not be able to stop China if they made a move on Taiwan, and how he would address that with a Hong Kong style handoff.* America as an economic zone, and the importance of having a state religion.* Why the current trend will eventually lead towards “Fix It” politics.* Book Recommendations: The City and Man by Leo Strauss & The History of Political Philosophy by Leo Strauss and Joseph Cropsey.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Colonel Towner-Watkins on for part 9 of the CIA Files. We talked about Albania, Poland, and the rest of Eastern Europe, and how the seeds of the Cold War were planted by the CIA. We also talked a little bit about how the Cold War was a psyop and the people involved with one of the major operations in Eastern Europe. We wrapped up by covering some of the ties between culture and politics and how things have changed in recent years. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things up by talking about what is going on in the commodities space, and why he favors energy right now despite the recent price action. If you’re looking for a conversation that covers the different asset classes across financial markets, this one’s for you. You can find Jesse at his website, The Felder Report, and on Twitter and Bluesky.Podcast Summary* The AI and data center frenzy that has built up and the shoeshine boy stories from recent weeks.* Why the AI models are going to be commodities, and the potential changes to locally hosted models.* The cockroaches in private equity and private credit, and why he thinks we could be seeing the beginning of the credit cycle.* The layers of leverage in the system, including leveraged ETFs and increases in margin debt. * The potential policy response from the Fed and the Treasury, and what it means for interest rates.* Why the inflation story is baked into the cake and related to more than just energy costs.* The issues in the real estate market, and why he doesn’t think it’s as frothy as other asset classes.* The relationship between capital and labor, and why he thinks that will change in the next crisis.* Why there are opportunities in the energy sector despite the recent selloff in oil.* Other opportunities in the commodities space, including precious metals.* Book Recommendations: The Great Demographic Reversal and The Unanchored Central Banker by Charles Goodheart and Manoj Pradhan. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Colonel Towner-Watkins for part 8 of the CIA Files. This week we were talking about the Korean War, and why the unit we got in high school history class was so short. We covered the transition from a Japanese colony before WWII, to the split country that we have today. As you can imagine, there was a false flag to start the Korean War, US involvement and political interference, and the story we were taught is nowhere close to the actual events. We also talked a little bit about the parallels between the Korean War and the conflict between Ukraine and Russia today, and the changing media strategy that more and more people are waking up to. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Trader Ferg back on the podcast to talk about different opportunities he sees in the market today. We got into the disruptions in the Middle East and which areas of the market might benefit, but we also talked about precious metals, the circular AI spending, and agricultural commodities. You can find Ferg’s Substack below. Podcast Summary* Why he favors oil services names with exposure to offshore equipment.* The circular nature of AI spending and the competition with China on AI.* Why exchanges are a great way to get exposure to other markets outside of the US.* His thoughts on inflation and what it means for the dollar.* Why he is partial to platinum group metals in the precious metals complex.* Almonds as an interesting place to look inside the agricultural complex.* The rest of the agricultural commodities, and why it is difficult to play with direct exposure to the commodities. * Book Recommendation: The Entropy Trap by Mickey Maini. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Friday I had Cameron Macgregor on the podcast for the first time. We had a great conversation about recent events in the Middle East, the genesis of the conflict, and the system of influence over foreign policy that is breaking down. We also talked about Europe, financial markets, and the various problems facing Western society. We will be doing a follow up conversation soon, and I’m already looking forward to it. You can find Cameron on YouTube, Substack, and Instagram. Podcast Summary* The genesis of the conflict in the Middle East, and the influence of the Zionist lobby on US foreign policy.* A shifting Overton Window among the broader population and how it contrasts with the Zionist influence on our political class.* Why he sees a succession to the current system on the horizon, and why the new sovereign will look different.* The cultural rot in the system and why it doesn’t work anymore.* His view on inflation, the Fed and the Treasury, and the future for gold and bitcoin.* The changes in the market over the last several decades and the divergence between paper markets and physical markets. * Why he doesn’t think a CBDC would be successful in the US.* His thoughts on Europe, and why they are in dire straits politically and economically.* How group identity and ethnos shapes a culture and the social contract.* Why he sees a mass movement coming soon, and the costs of the demographic changes.* How the lack of elite turnover has prevented Trump from implementing pieces of his agenda, including remigration.* Why the lack of unique sovereignty makes the social contract invalid. * Book Recommendations: The Rise and Fall of American Growth by Robert Gordon, End Times by Peter Turchin, The Crowd by Gustav Le Bon & Grapes of Wrath by John Steinbeck.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comYesterday I had Rob Connors from The Crude Chronicles back on the podcast. We talked about how recent events have pulled forward the bull cycle for oil. He doesn’t see a large price spike coming from the supply chain disruptions, but he does think oil prices will go higher as the marginal cost of supply increases over time. We also talked about which sectors he prefers and why, and how the changes to executive compensation incentives have changed the spending priorities of energy companies across the energy space. You can find Rob’s Substack below, and you can also find him on Twitter.Podcast Summary

Yesterday I had Mike Farris back on the podcast to talk about everything going on these days. We talked about the nuances of podcasting, what’s going on in markets and the economy, the state of the US, and a bunch of other topics. Mike has one of the best podcasts out there, so you should definitely go check his stuff out. You can find him on Twitter, YouTube, and all of the main podcast apps. If you want to get his podcasts early and ad-free, you can follow him on his Substack. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on for part 7 of our CIA Files series. This week we covered the Philippines, and how we see the same patterns in this part of the world that we have talked about recently in Greece and Italy. We talked about how the American intelligence community paved the way for corporations and their land grab, the election interference, and the involvement of the US trained Philippine soldiers that were involved in Korea, and later in Vietnam and Indonesia. You might be noticing a pattern at this point, but this week’s show will help set the the table for later events in Southeast Asia. You can find Colonel Towner-Watkins on Twitter and Rumble.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

On Thursday I had Matt Warder of The Coal Trader back on the podcast to give us an update on everything going on with coal. We also talked about the Strait of Hormuz, the various ripples in supply chains and the general macro environment, and the impacts of AI on small business and other parts of the corporate world. For anyone interested in commodities and coal specifically, it’s a must listen. You can find The Coal Trader Substack below, but he’s also on Twitter.Podcast Summary* An overview of thermal and met coal markets, and how recent events put a floor under the different price benchmarks. * The inflationary setup that is in the pipeline for the back half of 2026. * China’s steel market, US tariffs, and how it ties in with coal prices.* The different opportunities in the coal sector, and the Australian royalty regime that differentiates US producers from Australian producers. * Fed policy and what Warsh might do as the new chair.* Why he expects rates to head higher on a long-term basis.* The impact of AI on small business, and the strengths and weaknesses of the technology.* Book Recommendation: The Fourth Turning Is Here by Neil Howe.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Scott Osheroff back on the podcast to talk about what’s going on in financial markets and where he sees opportunities. We covered the complacency in financial markets and the complicated macro setup with the Strait of Hormuz and the tech IPOs in the pipeline. We also talked about rates heading higher, the commodities complex, and where he sees opportunities today. You can find Scott on Twitter and on Telegram.Podcast Summary* The complacency in broader financial markets with a complicated macro backdrop.* How the global SPR releases have temporarily covered the Strait of Hormuz problem.* The high profile IPOs in the pipeline, and how his Mongolian stock broker called him asking about the SpaceX IPO.* The hyperfinancialization of markets and the economy, and why financial markets are just responding to the incentives and regulations in place.* Why rates will continue to go higher until we get to yield curve control.* How advances in crypto, stablecoins, and tokenization will change financial flows and potentially lead to T+0 settlement.* His view on the different commodities, and why he’s expecting a better buying opportunity in the future.* Why the cannabis sector is an interesting pond to fish in for value investors.* Book Recommendation: Lords of Finance by Liaquat Ahamed.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Dave Collum and John Polomny on the podcast for a great three way conversation about financial markets, the economy, and the future of the US. If you want to hear us rant about the SpaceX bagholders that will be created, or the asset stripping that has been going on in America, or the various problems in the medical and food systems, you will enjoy this one. It was a great combination and one that I hope to do again in the future. You can find Dave on Twitter, or under his desk. You can find John’s Substack below, but you can also find him on Twitter, and his weekly market updates on YouTube are a must watch.Podcast Summary* The insanity in financial markets, future SpaceX bagholders, and what Warsh means for the Federal Reserve.* The asset stripping and rent seeking design of our economy, and how we have moved away from an economy that produces real goods and services. * How many investors don’t know what they own, and what it means that many investors are now in a position where they can sell their entire portfolio with one click. * Why college is going out of favor, and some examples of jobs that will be more important in coming years. * How a secular society led to religious movements around climate change and DEI.* Why the Strait of Hormuz is going to lead to significant supply chain disruptions after we burn through the inventories.* The COVID psyop, how it damaged people, and led to an acceleration of the asset stripping of small businesses and the middle class.* How all vaccines are a scam. * Why the only way the elites get punished is through frontier justice, outside of the legal system.* How to survive an American system that could be in the process of breaking apart. * The data center buildout and if AI is an investable technology.* Why they are both defensive in this current market environment.* Book Recommendations: Vaccines, Amen: The Religion of Vaccines by Aaron Siri & The Moth in the Iron Lung: A Biography of Polio by Forrest Maready.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had Dan Herrin back on the podcast to talk about the insanity going on in financial markets and the insanity going on here in the US. He explained why he is bullish on energy and the pattern recognition on broader markets and the comparisons to 2000. We also covered some of the different problems facing the US and the changes that have happened since COVID. You can find Dan on Twitter, where he’s a very entertaining follow.Podcast Summary* Why he’s expecting issues in the oil market and why he’s very bullish on energy for the second half of the year.* The insider trading, fake headlines, and market manipulation that has become more obvious in recent months.* Trump’s path out of this mess, and the possibility of an export ban. * Why the broader stock market reminds him of 2000. * People acting different since COVID lockdowns here in the US, and how we seem to be fine with memory holing the entire series of events around COVID.* What Americans actually want from the Federal Government: no more forever wars and dropping the hammer on immigration.* The corrosive effects of the Kalergi plan and feminism on Western society.* Book Recommendation: Stranger to the Game by Bob Gibson.Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe

Yesterday I had the Colonel back on for part 6 of our CIA Files series. This week we talked about Greece, and the British and American intelligence operations there in the wake of WWII. The primary motivation was to get Greece into NATO, but they had to deal with the native ELAS resistance force first. We also talked a little bit about Ivanka Trump’s and Jared Kushner’s plan to turn the island of Sazan, a former Soviet base, into a luxury resort. It’s just another example of current events tying into regional events of past generations, but this was a good conversation on Greece and a couple topics from things going on today. You can find Colonel Towner-Watkins on Twitter and Rumble.Podcast Summary* How the British & the Americans teamed up with Germans to fight the Greek resistance force, ELAS. * The regime change forced on Greece by the US and Britain, and how the native population responded.* How the Greek government and intelligence agencies teamed up to build a black site prison on one of the Greek islands.* The massive amount of money the US poured into Greece in the post WWII period, in the form of weapons, planes, communication equipment, and portable docks.* The driving motivation to get Greece into NATO.* How the media coverage of events in Greece show the intelligence influence over all of the mainstream media outlets, even at that time. * The limited hangouts that happen when we get “investigations” into intelligence agency activities. Kontrarian Korner is a reader-supported publication. 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 www.kontrariankorner.com/subscribe