The Contrarian Capitalist Podcast

Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.3 small bits of housekeeping* This video was recorded on Thursday 16th July 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion 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 E.M. Burlingame of E.M.’s Newsletter.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 15th July 2026 PM UK Time.E.M. deep dives into:* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity* The real history behind Britain’s problems going back to 1688 and the Bank of England* Why the City of London and a hidden financial system have controlled Britain for centuries* King Charles III’s possible plan to expose corruption before stepping aside for King William* The key difference between “restoration” and “revolution” and why restoration is the better path* How bureaucracy has replaced traditional leaders and what can still be done to fix it* Why the US and UK face similar problems and how America is responding* The danger of constant distractions like phones and how to think more clearly* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind* Why English-speaking countries need to stand together against these forcesContact Information & Previous RecordingsPlease do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.Books include:The Eternal WarThe Art of Being a ManThis Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable ManThe Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)Lord RothburyTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026Today’s guest is Jerz, CEO of The Jerz Group.With nearly 20 years of hands-on experience, Jerz shares how entrepreneurs, digital nomads, and high-net-worth individuals are building robust Plan Bs, including tax residencies, second citizenships, asset protection structures, and offshore setups.In this episode:Why Malta is one of the strongest EU plays right nowHow Paraguay + Panama structures work perfectly for e-commerce and online businessesAffordable entry points (yes, you can start for just a few thousand dollars)CRS updates, foundations vs trusts, and why your Plan B must evolveGeorgia, naturalization paths, and what’s changing in 2026Contact DetailsI have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use of the contact methods below and please mention that you have come from The Contrarian Capitalist.Phone - +15109859990E-mail - [email protected] = The Way of Jerz (@TheJerzWay)Website = https://www.thejerzgroup.com/For full disclaimer - The Jerz Group and The Contrarian Capitalist have an informal affiliate partnership set up at the time of recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

This Wednesday 15th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketThe Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.Podcasts & Posts & Article LinksWTI Dips As US Crude Production Hits Record High, SPR Draw Slows, Cushing Remains At ‘Tank Bottoms’ | ZeroHedgeMajor bond collapse ahead - by Alasdair MacleodDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 8th July 2026, sponsored by Adam Fayed.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkMid-week Polymarket marketThe World Cup has now been whittled down to 8 teams, and France seem to be the clear favourites. Their Quarter Final against Morocco will not be easy. England have a tough game with Norway on Saturday 11th July. A potential semi-final with Argentina awaits.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.Podcasts & Posts & Article LinksNew Strikes On Iran Significantly Stronger Than Earlier Attacks, As IRGC Targets US Navy WarshipsIran fires at American military sites in Bahrain and Kuwait after US hits dozens of Iranian targetsWhat Future Awaits Ukrainian Military-Aged Male Refugees In The EU?And as per Lord Bebo on XHigher Electricity Rates In Blue States Linked To Renewable Energy PoliciesDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

NB - I quoted the special offer in the video in USD. My apologies as that was meant to be in British Pounds. 50% off for life brings the price down to £40 per year (circa $53 USD)https://contrariancapitalist.substack.com/july4specialWelcome to Mid-Week Macro for Wednesday 1st July 2026, sponsored by Adam Fayed.Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:* What asset confidentiality really means and why it matters now more than ever* Legal structures that deliver genuine privacy* Smart alternatives to prenuptial agreementsWednesday 8 July 2026* 02:00 PST* 05:00 EST* 10:00 UK* 11:00 CET* 19:00 SydneyCan’t attend live? No problem, register and we’ll send you the full recording for free.Annual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!Mid-week Polymarket marketNot many seem to think anything will happen on 4th July with regards to a monetary reset. We shall see!GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPodcasts & Posts & Article LinksMahmood announces new refugee sponsorship route into UK - sounds like a great opportunity for more fraud!Bitcoin: Broken, Or Bottoming?DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for June 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.5 small bits of housekeeping* This video was recorded on Tuesday 30th June 2026 PM UK time* The chart deck was also inserted on Tuesday 30th June 2026 PM UK time* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.Annual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!https://contrariancapitalist.substack.com/july4specialQuote of the Month"The four most dangerous words in investing are, it’s different this time."Sir John TempletonMove of the MonthSILVER 🔴June Close = $58.51 - DOWN -$16.78 (-22.29%)Chart DeckGOLD 🔴June Close = $4,006.29 - DOWN -$531.87 (-11.72%)BITCOIN 🔴June Close = $58,517 - DOWN -$15,051 (-20.46%)COPPER (per lb USD) 🔴June Close = $6.24 - DOWN -$0.14 (-2.26%)PLATINUM SPOT 🔴June Close = $1,551.30 - DOWN -$369.90 (-19.25%)PALLADIUM SPOT 🔴June Close = $1,208.15 - DOWN -$148.52 (-10.95%)URANIUM U308 FUTURES 🟢June Close = $85.25 - UP +$0.35 (+0.41%)NATURAL GAS (Henry Hub Natural Gas Spot Price) 🟢June Close = $3.231 - UP +$0.085 (+2.70%)Dutch TTF Natural Gas Month Futures 🔴June Close = €43.445 - DOWN -€2.555 (-5.56%)WTI (West Texas Intermediate) 🔴June Close = $70.02 - DOWN -$17.73 (-20.21%)BRENT CRUDE 🔴June Close = $72.92 - DOWN -$18.10 (-19.88%)DOW JONES 🟢June Close = 52,323.24 - UP +1,286.15 points (+2.52%)NASDAQ 🔴June Close = 30,276.36 - DOWN -56.82 points (-0.19%)S & P 500 🔴June Close = 7,499.35 - DOWN -80.70 points (-1.06%)RUSSELL 2000 🟢June Close = 3,024.37 - UP +105.03 points (+3.60%)FTSE 100 🟢June Close = 10,516.8 - UP +149.3 points (+1.44%)FTSE 250 🔴June Close = 23,133 - DOWN -370 points (-1.57%)DAX 🔴June Close = 24,995.81 - DOWN -108.89 points (-0.43%)KOSPI 🟢June Close = 8,476.48 - UP +0.33 points (+0.00%)NIKKEI 🟢June Close = 70,850 - UP +4,652 points (+7.03%)HANG SENG 🔴June Close = 22,881.03 - DOWN -2,301.37 points (-9.14%)Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment below! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Polymath Investor Mauricio Heck explains the habits, frameworks and productivity systems used by top investors to think better, research faster and build lasting success.Annual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!https://contrariancapitalist.substack.com/july4special This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Thursday 25th June 2026, sponsored by Adam Fayed.Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:* What asset confidentiality really means and why it matters now more than ever* Legal structures that deliver genuine privacy* Smart alternatives to prenuptial agreementsWednesday 8 July 2026* 02:00 PST* 05:00 EST* 10:00 UK* 11:00 CET* 19:00 SydneyCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketBetween $3,800 and $4,200 is pretty solid to me.Don’t rule out a dip below $3,800 though as that would really ruin sentiment!GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.Podcasts & Posts & Article LinksAs per Michael A. Arouet on X75% Of US GDP Growth In The First Quarter Was Due To AI | ZeroHedgeBitcoin Tumbles As Strategy Slammed, Faces Massive $10 Billion Option Expiry | ZeroHedgeDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 17th June 2026, sponsored by Adam Fayed.Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:* What asset confidentiality really means and why it matters now more than ever* Legal structures that deliver genuine privacy* Smart alternatives to prenuptial agreementsWednesday 8 July 2026* 02:00 PST* 05:00 EST* 10:00 UK* 11:00 CET* 19:00 SydneyCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketSeems like the best course of action might be to do nothing at all. The Fed Rate decision for July already has a very high chance of no change.Will other banks raising between now and then twist their hand? We shall see.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.Podcasts & Posts & Article LinksFed Holds Rates Unchanged (As Expected), ‘Dots’ Signal Hawkish Bias As Warsh Takes Over | ZeroHedgeTrump Admits US Was Weeks Away From “Running Out Of Reserves” When Iran Deal Struck | ZeroHedgeDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s 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 PODCASTNB - Recorded on Tuesday 16th June 2026 PM UK Time.Miles deep dives into:* The Bank of Japan has raised interest rates to their highest level since 1995, signalling the potential end of the cheap money era.* What higher Japanese rates could mean for global liquidity and financial markets.* Singapore’s growing role as a global bullion and precious metals hub.* The development of gold backed digital settlement systems and their potential use within BRICS trade networks.* Why gold remains the ultimate settlement asset in an increasingly fragmented world.* The mechanics driving global de-dollarisation and the search for alternatives to the US dollar.* How central banks are positioning themselves for a more multipolar monetary system.* The opportunities and challenges of tokenising silver and other precious metals.* An overview of Project Vault, the Silver Act, Meridian and the Clarity Act.* Why emerging legislation defining bank deposits as digital assets could reshape the future of finance.* And much moreContact Information & Previous RecordingYou can connect with Miles Harris on YouTube, Substack at Miles Harris, X, TikTok and also the Navigating the Ledger website.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest Shae Russell, executive producer for Mining.com.au.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 16th June 2026 AM UK Time. 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 Chart of the Month for June 2026 with The Contrarian Capitalist and Tom Bradshaw.Get your tickets to the RULE SYMPOSIUM 20263 small bits of housekeeping* This video was recorded on Monday 15th June 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.June’s chart of the month looks at Bitcoin versus the 3x leveraged NASDAQ ETF, dating back to 2012. Over this extended period, Bitcoin has exhibited a remarkable 92% correlation.Does this mean that Bitcoin is a safe haven? Or behaves more like a highly leveraged expression of risk appetite? 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 Clem Chambers, CEO of Online Blockchain and founder of the upcoming finance site aNEWfn.com. In 2018, Clem won Journalist of the Year in the Business Market Commentary category in the State Street U.K. Institutional Press Awards.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 20th April 2026 AMIn this wide-ranging podcast, Clem discusses:* That we should really not believe ANYTHING that we read or see, as it is all possibly part of a bigger propaganda machine* Ongoing market madness, why he exited the market a little while ago, and why he is now only just starting to get back in* What companies Clem has invested in recently* Why a land war has been pushed back a year or two thanks to recent events* The importance of energy* Rare-earths, China’s chokehold and the EU/UK are very slowly waking up to energy resilience* What commodities he would NOT buy, and why* New API’s, anewfn website update and much morePrevious Recordings & Contact InformationYou can find out more about Clem Chambers here as well as at anewfn.com!On Substack at Clem Chambers and also on Clem Chambers Alpha YouTube.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 10th June 2026, sponsored by Adam Fayed.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkMid-week Polymarket marketMarket rates isn’t something that was covered in this video, but they will be in the Market Wrap this coming weekend.The ECB might have risen rates by the time you read this, the BoJ is likely to do the same, and Indonesia has risen rates this week to the best of my knowledge.Will The Fed raise in June? Unlikely according to Polymarket and the general consensus.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.Podcasts & Posts & Article Links“Device-Level” Nudity Detection: UK Gov’t Blackmailing Public Into Digital IDRussia’s fuel crisis intensifies as Ukraine steps up strikes on occupied territories - BBC NewsBill debt soars but many don’t know help is availableDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

In this episode, Fernando de Cevallos discusses:His background, why he chose Paraguay as a base, and the opportunities he identified in Ciudad del Este.Why Paraguay is attracting growing international interest, including its business environment, investment climate, and strategic position in South America.The history, geography, and economic fundamentals of Ciudad del Este, including its location on the Triple Frontier and how it differs from Asunción.Real estate opportunities in Ciudad del Este, including apartment projects, pricing, amenities, ownership costs, maintenance, and potential exit strategies.Who these investment opportunities are best suited for, who they may not be suitable for, and practical considerations such as moving capital into Paraguay.The broader Paraguay story, including historical context, infrastructure development, long term growth drivers, and Fernando’s outlook for the region. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 3rd June 2026.Upgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketLast week we checked in on the NBA 2026 Champion market and highlighted the New York Knicks’ blistering 11-0 record in this year’s playoffs.I thought that the Oklahoma City Thunder would get past the San Antonio Spurs, especially as they were up 3-2 (in a best of seven) at the time of writing last week’s Mid-Week Macro.The Spurs eventually won that best of seven series 4-3 and I am still surprised that the Knicks are still only at a 36% chance of winning. They have had much more rest, and I think that they will ride the momentum wave to the title. We shall see!Plan BThe US LLC with The Jerz Group has now been setup and so too has banking. This is to help The Contrarian Capitalist in general and also for personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Podcasts & Posts & Article LinksPeter Murrell used fake invoices to cover up £400,000 spending spreePolice bodycam shows officers handcuffing Henry NowakGold overtakes US Treasuries as top global reserve asset This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features the excellent Doomberg.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 1st June PM Eastern Time.Doomberg deep dives into:* The current state of play in the Middle East and the broad range of possibilities that could occur both geopolitically and within energy, depending on how the war plays out.* The UK, EU and how they are very susceptible to the worst-case scenario from an energy perspective.* Why there is no propaganda quite like British propaganda.* The dis-importance of the 21st round of EU sanctions on Russia, and the relative importance of Russia banning the export of Jet fuel until the end of November 2026.* The current state of the USA and the key differences in approaches that you can take when you live near a superpower.* And much moreContact Information, Previous Episodes & Articles of NoteIt was incredibly eye opening to be able to chat with Doomberg. Please do go and check out Doomberg’s Substack and the website at www.doomberg.comOur 3 previous conversations are below!Doomberg also mentioned the Classics Read Aloud Substack. Please do go and check that out at Classics Read Aloud | Substack.Russia bans aviation fuel exports until November 30 | ReutersEU may keep Russian oil price cap unchanged at $44 per barrel to pressure Moscow | ReutersTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Ted J Butler works with Ronnie Stoeferle on the In Gold We Trust Report, also for the Sound Money Report on Substack, David Morgan for The Morgan Report, and with Peter Krauth covering Silver Mining Stocks for the Silver Advisor.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 29th May PM Eastern Time.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!Topics covered in this podcast include:* Key takeaways from the silver section that Ted worked on for the In Gold We Trust Report.* What you have to look for when analysing mining companies and the general case for silver miners, which includes highlighting current profit margins and why the miners might be better * Why Silver is still in short supply due to a lack of mine production, and why this will likely lead to continued deficits for the foreseeable future.* Solar Demand: Why the demand destruction bear case is hyperbolic in light of elevated oil prices.* Emerging Industrial Demand. Are data centres and EV’s/EV batteries to become Solar’s successor?* And much moreContact Information & Previous RecordingTed J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan ReportYou can also connect with Ted J Butler on LinkedIn.Please do check out the Sound Money Report too.Our previous conversations can be found belowDisclaimerNothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for May 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20265 small bits of housekeeping* This video was recorded on Saturday 30th May 2026 AM UK time* The chart deck was also inserted on Saturday 30th May 2026 AM UK time* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.Quote of the MonthFriendships that are won by awards, and not by greatness and nobility of soul, although deserved, yet are not real, and cannot be depended upon in time of adversity.Niccolò MachiavelliMove of the MonthQuite straight forward this month as the KOSPI (South Korea) was up a whopping 28.45%Chart DeckGOLD 🔴May Close = $4,537.87 - DOWN -$78.68 (-1.70%)SILVER 🟢May Close = $75.29 - UP +$1.57 (+2.13%)COPPER (per lb USD) 🟢May Close = $6.3895 - UP +$0.3631 (+6.03%)PLATINUM SPOT 🔴May Close = $1,921.20 - DOWN -$63.30 (-3.19%)PALLADIUM SPOT 🔴May Close = $1,356.67 - DOWN -$165.83 (-10.89%)URANIUM U308 FUTURES 🔴May Close = $84.90 - DOWN -$1.55 (-1.79%)NATURAL GAS (Henry Hub Natural Gas Spot Price) 🟢May Close = $3.146 - UP +$0.527 (+20.12%)Dutch TTF Natural Gas Month Futures 🟢May Close = €46 - UP +€0.015 (+0.03%)WTI (West Texas Intermediate) 🔴May Close = $87.75 - DOWN -$17.65 (-16.75%)BRENT CRUDE 🔴May Close = $91.51 - DOWN -$19.34 (-17.45%)DOW JONES 🟢May Close = 51,037.09 - UP +1,384.95 points (+2.79%)NASDAQ 🟢May Close = 30,333.17 - UP +2,881.05 points (+10.49%)S & P 500 🟢May Close = 7,580.05 - UP +371.03 points (+5.15%)RUSSELL 2000 🟢May Close = 2,919.34 - UP +119.43 points (+4.27%)FTSE 100 🟢May Close = 10,409.28 - UP +30.46 points (+0.29%)FTSE 250 🟢May Close = 23,503 - UP +1,050 points (+4.68%)DAX 🟢May Close = 25,104.70 - UP +812.32 points (+3.34%)KOSPI 🟢May Close = 8,476.15 - UP +1,877.28 points (+28.45%)NIKKEI 🟢May Close = 66,198 - UP +6,506 points (+10.90%)HANG SENG 🔴May Close = 25,182.39 - DOWN -594.14 points (-2.30%)Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment below! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is David Morgan, founder of The Morgan Report.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 26th May 2026 early PM Eastern Time.A wide range of talking points are covered, including:* Gold and silver miners are now doing more share buybacks than at any other point in history. Why this is important and what does this mean?* The importance of the bi-partisan Silver Act 2026. Why it is the most important piece of bullion legislation since the Silver Purchase Act 1934 and why this potential diversification will help Silver.* How to potentially successfully play the silver and mining markets moving forwards i.e. Should you have cash on hand just in case a recession comes? How much weighting should you have in your portfolio?* Whether or not silver being stuck in a $70 -$90 trading range is healthy behaviour* How long David thinks we have left to benefit from this silver market* The significance of rising bond yields and what they are telling us about the current market structure.* And much more* Please watch the excellent Silver Sunrise Documentary. It is 83 minutes long and packed with incredible information and insights.Contact Information & Previous RecordingYou can follow David’s work at The Morgan ReportAnd please watch the excellent Silver Sunrise DocumentaryAnd also follow David on both X and LinkedInTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 27th May 2026!Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and topics covered include:* Personal and channel update given last week’s circumstances* Commodities and equities overview* What else to look for in the week aheadUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketA bit out of the blue this week with the mid-week Polymarket market, but the New York Knicks have been on blistering form and tore their way through the Eastern Conference playoffs.With plenty of rest and momentum, I am surprised that they are only given a 29% chance (at the time of writing) of winning the NBA Championship.The Thunder are a monster of team, and should they progress to the finals then they will be the ultimate litmus test for a Knicks team that has gone 11-0 thus far and looking for their first NBA crown since 1973.The US LLC with The Jerz Group has now been setup and so too has banking. This is to help The Contrarian Capitalist in general and also for personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.Podcasts & Posts & Article LinksBrussels Eyes Wealth Taxes As Europe’s Fiscal Crisis SpiralsOf course, we are all going to die in the UK due to the heatEnergy bills to rise for millions as impact of Iran war hits 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 Craig Tindale.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 20th May 2026 AM UK time.Craig Tindale deep dives into:* Why money has become disconnected from physical reality, and what the growing divide between finance and matter means for the global economy moving forward* Why overly complex systems and economic models often fail, leading policymakers and institutions toward flawed solutions* The explosive growth of AI and data centres, and the looming battle for rare earths and critical mineral supply chains* The “Four Horsemen of the PolyCrisis”: sulphur, naphtha, El Niño and central bank amplification* Why China’s dominance over mineral processing and supply chains is largely the result of long term Western policy failures* Why nations may need to simplify systems and return to greater self sufficiency in energy, industry and strategic materials* The major differences between Western and Chinese financing systems when it comes to building mines, refineries and large scale infrastructure projects* “Tindale’s Trap,” reserve currency weakness, and how the United States could potentially turn structural vulnerabilities into strategic strengths* Climate change misconceptions, industrial realities and much moreContact Information & Posts to ReadPlease connect with Craig Tindale on Substack and on X.You should also read "Critical Materials: A Strategic Analysis " by Craig, on X.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Ben Kelleran, who covers Markets, Geopolitics & Current Events on the Kontrarian Korner Substack. Ben is also a recovering CPA.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 19th May 2026 early PM Eastern Time.Ben (Kontrarian Korner) deep dives into:* U.S./China/Oil Relations and what they mean for the rest of the world* Oil and Gas supply chains in California and the United States. Is California’s energy demise intentional?* Why the next few months could be critical for the Southwest and West of the United States* Sulphuric Acid, Helium, Fertilizer and other commodity supply chain choke points* Ben’s personal playbook for manage market volatility and take advantage of current market opportunities* 30 Year Yield Soars To 19 Year High After Two Huge Treasury Block Sales* Why Ben believes we are heading towards a new financial system within the next 5-10 years* Will Bonds potentially be a big opportunity in the 2030’s?* Silver Crown Royalties - why this company is potentially worth looking into.* And much moreContact Information & Previous RecordingPlease connect with Ben Kelleran at Kontrarian Korner on Substack, or on X.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!Subscribe to The Contrarian CapitalistDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 20th May 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and topics covered include:* A personal update as I am back in the UK for the foreseeable future* Commodities and equities overview* What else to look for in the week aheadUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketI do think that the following market is mispriced. Sir Keir Starmer is not necessarily in the strongest of positions but he would have no need to leave at the moment if he doesn’t want to, despite what the Labour backbenchers (and most of the population) want.Please subscribe to Polymarket on Substack.I have worked with The Jerz Group to setup a US LLC as well as banking, tax structuring and for future proofing both The Contrarian Capitalist and personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.Podcasts & Posts & Article LinksUK Moves To Ban New North Sea Oil & Gas Licenses PermanentlyThree Supertankers Carrying 6 Million Barrels Exit Strait Of HormuzTrump endorses Ken Paxton in Texas, gambling on a challenger with baggage in a crucial raceReactions To Rep. Massie’s DefeatOil Prices Extend Decline After The Largest Crude Inventory Drawdown In History, Cushing ‘Tank Bottoms’ Loom 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

Robert Bryce is an author, journalist, and film producer. He has been writing about energy, power, innovation, and politics for four decades.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 14th May 2026 PM Eastern Time.Robert Bryce deep dives into:* The growing backlash against Big Tech, AI infrastructure, and hyperscale data centres across the United States and why local communities, politicians, environmentalists, and even parts of industry are increasingly united against them.* Why U.S. natural gas prices have remained relatively sheltered compared to Europe and Asia, and whether that era is coming to an end.* The hidden impact of higher oil prices and a potential Strait of Hormuz closure on critical commodities including sulphuric acid, urea, fertilizer, and global food production.* The rise of unexpected geopolitical trade alliances, including oil-for-food style agreements between countries such as Singapore and New Zealand.* Why the UK’s energy policy has become economically self-destructive, and why Germany may be heading down the same path.* The future of energy security, deglobalisation, industrial policy, commodities, and the geopolitical battle for affordable power.Contact Information & Previous RecordingsNumerous articles are referred to throughout the episode. You can find them all on Robert Bryce’s Substack and also by using the links below.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Chart of the Month for May 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20263 small bits of housekeeping1) This video was recorded on Thursday 14th May 2026 PM Eastern Time. 2) NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.3) Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.May’s chart of the month asks the question of whether or not the 2026 AI Bubble is the 2nd biggest bubble seen in 80 years! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Laurent Lequeu aka The Macro ButlerAUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 6th May AM UK TimeTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!Topics covered in this conversation include:* The rapid evolution of AI, China’s role in the space, and how the global competitive landscape is developing* Trade dynamics across Asia, including regional perspectives on the Iran conflict and its wider implications* The relationship between the KOSPI and semiconductors, and why this pairing continues to attract attention from investors* Ongoing market rotation, and why equities and gold may continue to rise in tandem rather than diverge* The growing likelihood of a stagflationary environment and how investors can begin positioning for it* Why real assets are becoming increasingly important in the current macroeconomic cycle* The return of oil-driven inflation, with food inflation potentially following close behind* Two oil-focused ETFs worth monitoring: Energy Select Sector SPDR Fund (XLE) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP)* A key agriculture ETF to watch: VanEck Agribusiness ETF (MOO)* Three critical market ratios that could provide early signals for where capital is flowing next* Practical considerations around asset protection in an increasingly uncertain environmentContact Information & Previous RecordingsYou can connect to The Macro Butler on Substack.For HNWI’s that would like to connect with The Macro Butler then you can do so by e-mailing [email protected] - www.themacrobutler.comX - The Macro ButlerYou can also listen to our previous conversations using the links below:DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast features Alasdair Macleod from the excellent MacleodFinance Substack.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 5th May 2026 PM UK TimeTopics covered in this podcast include:* Western v Eastern ideology with regards to gold and silver. Why they differ* UK Gilts, why they have just hit a 28-year high, and what they are indicating* The overall state of UK politics and UK energy * Will the 2020’s play out like the 1970’s in terms of oil, yields and gold* Gold and Silver Open Interest. What is it? What the current positioning is and what this is telling us* And much moreContact Information & Previous ConversationsYou can follow Alasdair Macleod at MacleodFinance Substack or on X.UK Gilt Yields Near 30-Year Highs As Political/Geopolitical Fears Spark Trussian Chaos1999–2002 sale of British gold reservesTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system. DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for April 2026 with The Contrarian Capitalist and the excellent Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20265 small bits of housekeeping* This video was recorded on Thursday 30th April 2026 PM UK time* The chart deck was also inserted on Thursday 30th April 2026 PM UK time* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The first ‘Chart of the Month’ with Tom Bradshaw can be viewed below.Quote of the MonthMen whose only concern is other people‘s opinion of them are like actors who put on a poor performance to win the applause of people of poor taste; some of them would be capable of good acting in front of a good audience. A decent man plays his part to the best of his ability, regardless of the taste of the gallery - Nicolas ChamfortMove of the MonthIt is not the biggest move of the month, but likely the most surprising move of the month. It is the NASDAQ!NASDAQ 🟢April Close = 27,452.11 - UP +3,711.92 points (+15.64%)Chart DeckGOLD 🔴April Close = $4,615.48 - DOWN -$56.30 (-1.21%)SILVER 🔴April Close = $73.71- DOWN -$1.42 (-1.89%)COPPER (per lb USD) 🟢April Close = $6.03 - UP +$0.34 (+6.16%)PLATINUM SPOT 🟢April Close = $1,986.70 - UP +$17.70 (+0.90%)PALLADIUM SPOT 🟢April Close = $1,533.50 - UP +$52 (+3.51%)URANIUM U308 FUTURES 🟢April Close = $86.45 - UP +$2.45 (+2.92%)NATURAL GAS (Henry Hub Natural Gas Spot Price) 🔴April Close = $2.619 - DOWN -$0.269 (-9.31%)Dutch TTF Natural Gas Month Futures 🔴April Close = €45.98 - DOWN -€4.77 (-9.40%)WTI (West Texas Intermediate) 🟢April Close = $105.40 - UP +$3.85 (+3.79%)BRENT CRUDE 🟢April Close = $109.84 - UP +$8 (+7.86%)DOW JONES 🟢April Close = 49,652.14 - UP +3,310.63 points (+7.14%)S & P 500 🟢April Close = 7,209.02 - UP +680.49 points (+10.42%)RUSSELL 2000 🟢April Close = 2,806.9 - UP +312.3 points (+12.52%)FTSE 100 🟢April Close = 10,378.82 - UP +202.37 points (+1.99%)FTSE 250 🟢April Close = 22,453 - UP +1,339 points (+6.34%)DAX 🟢April Close = 24,292.38 - UP +1,612.34 points (+7.11%)KOSPI 🟢April Close = 6,598.87 - UP +1,561.41 points (+30.61%)NIKKEI 🟢April Close = 59,692 - UP +6,776 points (+12.81%)HANG SENG 🟢April Close = 25,776.54 - UP +988.39 points (+3.99%)Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment below! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 29th April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and topics covered include:* Personal and channel update given last week’s circumstances* Commodities and equities overview* What else to look for in the week aheadUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketBeing back in the UK, it feels appropriate to check in with ‘Starmer out by’. I would love to say tomorrow but that will be very unlikely. If Angela Rayner makes her move then it is possible by the summer. Bar that, I think that even by the end of 2026 is in unlikely, unless he properly shoots himself in the foot between now and then!I am currently working with The Jerz Group to formalise a US LLC as well as other banking, tax structuring and future proofing both The Contrarian Capitalist and personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.Podcasts & Posts & Article LinksMax Pressure: U.S. Prepares For Extended Hormuz Blockade As Treasury Warns Sanction Risks Linked To China's "Teapot" RefineriesFuel costs: Irish government announces supports following protestsBank of Canada Keeps Rates On Hold As It "Looks Through War's Immediate Impact On Inflation"US Gas Prices Hit Highest Level In 4 Years, Analyst Says This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s guest is Jon Forrest Little, publisher of The Silver Academy. This is an impromptu recording that covers U.S debt, geopolitics latest, oil, energy, silver and inflation.Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 23rd April 2026In another straight talking and no holds barred episode, Jon dives into:* Current U.S debt levels, why it is not sustainable and what happens next* Why the U.S and Israel have committed a massive blunder with Iran* The potential fallout from this war, including impact in Oil, Silver, Fertilizer and Food.* Why and how trust in the U.S Dollar is diminishing* The inflationary impacts of war* Why a recession would have a short-term impact on pricing before more potential upside* The GCC and potential bail outs* And much moreContact Information & Previous RecordingsYou can connect with Jon at The Silver Academy.Become a Contrarian Capitalist paid subscriber todayPaid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights, all from just $11 a month or $80 USD per year.Subscribe to The Contrarian CapitalistThank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s episode features an update from one of our sponsors, Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) and their CEO, Dan Sutton.Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) is actively commercializing a new production pathway for low-cost clean fuel synthesis. The target output is ultrapure synthetic jet fuel, manufactured at 70% lower cost than the nearest competing technology. The Company’s mission is to deliver the world’s first high-performance, low-cost, and carbon-neutral synthetic fuel at an industrial scale.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 22nd April 2026 AM.This update with Syntholene Energy CEO Dan Sutton includes:* Update on DTC as of Wednesday 22nd April 2026. This is still pending.* A quick overview of Syntholene Energy (full episode is linked below)* The importance of the recently signed Lease Agreement and the Húsavík Power Station, including the general geography and potential of the area with regards to energy production.* The positive impacts of the 2MW Kalina power unit not being dismantled and district-heating systems being still in place.* Iceland’s energy, its potential and what other areas could be explored moving forwards.* The significance of completing the demonstration facility and what Syntholene Energy hopes to learn from it.* The potential unlocking of an entirely new pricing paradigm for synthetic fuels in aviation and beyond.* HD IS appointed as general contractor and the experience that they will bring in order to help complete the aforementioned demonstration facility.* And much moreLatest News Article & ReportSyntholene Energy Signs Site Lease and Receives Construction Permit at Historic Húsavík Power Station for Demonstration FacilityClean Air Task Force 2025 Impact ReportContact Information & Previous RecordingsSyntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF)Twitter / X = https://x.com/syntholeneLinkedIn = https://www.linkedin.com/company/syntholene-energyYouTube = https://www.youtube.com/@SyntholeneEnergyWebsite = Syntholene EnergyInvestors = Q1 2026 Investor PresentationDISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) is a sponsor of The Contrarian Capitalist Podcast and Substack. The Contrarian Capitalist has received financial compensation from Syntholene Energy for the production of this podcast/video. It is not investment advice and should not be construed as a recommendation to buy or sell securities. Readers must conduct their own due diligence and consult a licensed financial advisor before investing. All information has been sourced from company disclosures and publicly available information.Please also note that The Contrarian Capitalist does not have a position in Syntholene Energy at the time of this recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 22nd April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and topics covered include:* Does buying the dip still exist? And why MktContext might have been spot on!* Commodities and equities overview* U.S. / Iran latest* And much moreUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. We will check in with the latest odds of the Fed rate decision at the end of April. No change is 99.4% nailed on and this is a sentiment that I agree with.Please do subscribe to Polymarket on Substack.I am currently working with The Jerz Group to formalise a US LLC as well as other banking, tax structuring and future proofing both The Contrarian Capitalist and personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.Podcasts & Posts & Article LinksWorld’s biggest condom maker Karex set to raise prices due to Iran war - hilarious for the commentsEU approves €90bn loan for Ukraine as pipeline is turned on ending deadlock 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 Monday 20th April 2026 PMUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging conversation, Don discusses:* Copper. Where it currently stands and how (if it all) does it impact gold and silver? It’s a bit of a left field start from myself but felt it worth asking the question even though Don is known for his gold and silver stocks.* Don’s thesis (for those that have never listened to Don before), including that the U.S. economy peaked in 1999 has been kicking the can down the road since then* Why the Gold/SPX Death Cross at 5,500 is the key indicator to watch out for in 2026* Henry Merritt ‘Hank’ Poulsen Jr’s recent comments and why they are of significance* 4 potential scenarios of how the U.S/Iran war plays out and the economic impacts of these scenarios with regards to equities, inflation and, of course, gold and silver.* US Mining news including Outcrop Silver and Agnico Eagle and why Q1 results are likely to be fantastic* The impact (if any) of a rising oil price on mining stocks* And much moreContact Information & Previous ConversationsYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Our previous 4 conversations are below.And you can also find Don’s books on Amazon. NB - Not an affiliate link.DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast guest is Clem Chambers, CEO of Online Blockchain and founder of the upcoming finance site aNEWfn.com. In 2018, Clem won Journalist of the Year in the Business Market Commentary category in the State Street U.K. Institutional Press Awards.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 20th April 2026 AMIn this wide-ranging podcast, Clem discusses:* That we should really not believe ANYTHING that we read or see, as it is all possibly part of a bigger propaganda machine* Ongoing market madness, why he exited the market a little while ago, and why he is now only just starting to get back in* What companies Clem has invested in recently* Why a land war has been pushed back a year or two thanks to recent events* The importance of energy* Rare-earths, China’s chokehold and the EU/UK are very slowly waking up to energy resilience* What commodities he would NOT buy, and why* New API’s, anewfn website update and much morePrevious Recordings & Contact InformationYou can find out more about Clem Chambers here as well as at anewfn.com!On Substack at Clem Chambers and also on Clem Chambers Alpha YouTube.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.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.DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 15th April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* Is the Middle East conflict all about oil v rare earths?* Latest commodity and equity updates* And much more!Upgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.I said it last week and I will say it again, I am not buying it and do not see this happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.Jeremy will likely be on the show in due course.Podcasts & Posts & Article LinksIs The Iran War Good For The Petrodollar? | ZeroHedgeBank of America Jumps On Record Equity Trading Revenue, Net Interest Income Forecast Increase, Offset By FICC Miss | ZeroHedgeGina Rinehart: Australia's richest person must share part of her mining fortunes, court rules 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 LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 13th April 2026 AMRule SymposiumThe Annual Rule Symposium on Natural Resource Investing will take place at the historical Boca Raton Resort, in Boca Raton, FL, July 6-10, 2026! The in-person event has now sold out, but e-tickets are still available, so you can watch from the comfort of your own home.In this episode, investing legend Rick Rule reveals:* Why he sold most of his physical silver and where he redeployed the capital* The key silver and gold equities he’s watching right now* His views on companies like Wheaton Precious Metals, Pan American Silver and Vizsla Silver* What sets Battle Bank apart and why it matters for investors* Why oil is still investable and how to think about energy markets today* The importance of liquidity in an increasingly unstable global environment* Plus insights on the Rule Symposium and where the smartest capital is movingContact Information & Previous RecordingsRick 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!You can also explore the Rule Classroom here.For more information about Battle Bank and what they can offer, then please visit their website.You can follow Rick Rule on XTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the inaugural Chart of the Month for April 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20264 small bits of housekeeping* This video was recorded on Tuesday 14th April 2026 AM Eastern Time.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.* What charts/topics would you like to see covered in Chart of the Month? Please leave a comment below.April’s chart of the month shows a signal which is now flashing a severe warning. This has only appeared in 1974, 1979/1980 and 2008.US Producer Prices Cooler Than Expected In March Despite Surge In Energy Costs This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

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

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

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

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

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

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

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

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

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

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

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