The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 2nd September 2026, sponsored by Adam Fayed.Special OfferAnnual 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 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!WebinarJoin expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketGoldCore 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 LinksI mention #10 by Solstice Laboratory in the video, which looks at primarily at Oil and Geopolitics. You can read that article by using the link below.And Diesel Crack SpreadsDISCLAIMER: 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

Contrarian Capitalist Special OfferAnnual 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 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!50% OFF FOREVER5 small bits of housekeepingThis video was recorded on Monday 31st August 2026 PM UK timeThe chart deck was also inserted on Monday 31st August 2026 PM UK timePlease do continue to provide feedbackNB - 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 Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedIn10 Key TakeawaysBitcoin surged around 25% in August, but Tom remains bearish and sees the move as potentially being a bull trap.$80,000 is a major resistance level for Bitcoin, while a failure there could eventually open the door to much lower prices.US government bond yields remain elevated, creating a difficult situation for the Federal Reserve and the highly indebted US economy.Oil remains a major inflation risk, particularly if geopolitical tensions in the Middle East escalate further.The diesel crack spread has surged to historically elevated levels, potentially increasing costs throughout the real economy.Agricultural commodities are beginning to trend higher, raising the prospect of further food inflation.The S&P 500 and Nasdaq remain in strong technical uptrends, despite concerns that US equities are in an extreme valuation bubble.The Dow has formed a potentially bearish monthly candle, making September and October an important period to watch for equity markets.Tom Bradshaw’s model has turned bearish on gold and silver, leading him to sell his ETF holdings after substantial gains.The long-term outlook for precious metals remains bullish, but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes. 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 26th August 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketSometimes the best thing to do is to do nothing!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 LinksNormal Brits Are Unwittingly Funding Pro-Illegal Migrant CharitiesHousehold energy bills to hit three-year high as Ofgem announces 4% rise from October“Buffers Running Down Quickly”: HSBC Warns Next Global Food Shock BrewingCanada announces ‘dollar-for-dollar’ retaliatory tariffs on US as high as 50%Fed’s Favorite Inflation Indicator Ticks Up In July As Americans Suddenly Start Saving MoreDISCLAIMER: 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 Robert Kientz, founder of The Freedom Report, market analyst, financial educator, author and precious metals industry participant.He focuses on macroeconomic analysis, government monetary policy, the U.S. dollar, gold and silver markets, COMEX/LBMA dynamics, de-dollarization, Austrian economics, and sound money advocacy, often from a libertarian perspectiveAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 24th August 2026 PM UK Time.Unlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term 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, Robert discusses:* Why US debt has reached ~$40 trillion alongside a $1.9 trillion deficit this year* How debt-to-GDP of 115–125% sits far past the 90% “point of no return”* The $16 trillion in interest costs due over the next decade* Why 10-year Treasury yields near 5% are historically unsustainable at this debt level* The lack of any realistic political path to deep cuts in entitlements or military spending* How Fed and Treasury tools are exhausted and largely inflationary* Accelerating BRICS de-dollarization, SWIFT alternatives, and the fading petrodollar* Why midterms won’t solve the problem when both parties continue heavy spending* America following the classic 250-year cycle of dominant nations* Gold, silver, and real resources as the practical way for individuals to prepare* And much moreContact InformationYou can connect with Robert on Substack at Robert Kientz, On X and you can find other social media links at Libertarian MediaDeep Dive into World Silver Inventories and Potential Coming Price ShocksGet a FREE copy of Rob’s book by e-mailing Rob at [email protected] and mentioning 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

This Wednesday 19th August 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 marketGold definitely got a boost today. But how high will it go in August? Polymarket has 90% of over $4,500. I would say that that is very likely at the moment. I wouldn’t be so sure about $4,600 in August though.The 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.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.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 LinksSK Hynix Unleashes South Korea’s Biggest-Ever ‘Buyback Bazooka’ To Halt Stock RoutWSJ Catches Up, Discovers AI’s Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per QuarterHere Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury BuybacksDISCLAIMER: 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 August 2026 with The Contrarian Capitalist and Tom Bradshaw.4 small bits of housekeeping* This video was recorded on Saturday 15th August 2026 AM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please continue to provide feedback. Thank you, Vincent, for suggesting a bullet pointed summary of the transcript, which is below.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)* Gold-to-S&P ratio chart shows a long-term bullish cup-and-handle pattern since 1974.* A major resistance line connects peaks from 1980, 2011, and 2026.* Past hits to this line caused big pullbacks (98% then 78%); the next retest may break higher.* Today the S&P is much more overvalued than gold (about 6 times more).* Gold can outperform the S&P either by rising faster or by falling less in a market drop.* Gold is still a bit expensive, so keeping some cash (in short-term Treasuries) is smart for flexibility.* A breakout could be sharp and sudden, with gold possibly reaching $9,000 by late 2028.* If you have no gold yet, consider starting a position even now.* Cash or short-term bonds help you buy cheaper later if prices drop.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors. 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 12th August 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 marketAs mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.The 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.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.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 LinksRate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedgeWTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedgeLos Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC SportDISCLAIMER: 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

This Wednesday 5th August 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 surge in the gold price this week has seen the odds of gold hitting $4,400 in August go up from 11% to circa 57%. If this breakout gets confirmed, then I would imagine that gold would see $4,400 in August. Watch this space. The 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.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.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 LinksFriend of the podcast Tavi Costa has this excellent chart out, showing a potentially clean break out in Gold Miners. Watch this space.WTI Maintains Losses After Another SPR Drain, Distillate Stocks At 30-Year Seasonal LowsDISCLAIMER: 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 Don Durrett of Don’s Newsletter and of goldstockdata.com.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 4th August 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:* Why record S&P 500 highs near 7,736 does not remove the risk of a Gold/S&P death cross* Why 7,000 on the S&P 500 is the key level: a break lower likely forces Fed cuts while staying above points to the Fed holding* Surface economic data looks fine but deep problems in housing affordability, the K shaped recovery, and rising living costs mean many young people cannot match their parents’ living standards* How The Fed is stuck in a catch 22 and cannot fight inflation while also supporting the economy and stock market* That Gold near $4,100 and silver near $59 are likely creating attractive dip buying opportunities in mining stocks* Silver miners offer strong upside as silver could rise far more than gold; focus on undervalued producers with growth and a diversified group rather than a few picks* Japan selling US Treasuries to support the yen is an early warning that further sales could push the 10-year yield above 5 percent, which is a potentially dangerous level* The precious metals bull market remains in Phase 1 after Leg 1; Leg 2 would likely see $6,500 gold and the last leg (leg 3), the mania phase, is still some way off* Why the window to buy undervalued miners is still open* And much moreContact Information & Previous ConversationsYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining StocksDISCLAIMER: 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 July 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.5 small bits of housekeepingThis video was recorded on Saturday 1st August 2026 AM UK timeThe chart deck was also inserted on Friday 31st July after market close. Bitcoin was added after recording on Saturday 1st August.Please do continue to provide feedbackNB - 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 Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedInBullet pointed AI generated transcript (for those that don’t have time to watch the whole video)July was a surprisingly busy month for markets despite the holiday season.Natural gas (Dutch TTF) was the biggest mover, up nearly 36%, due to Middle East tensions and Europe struggling to secure supply.Oil rose sharply (WTI ~24%, Brent ~29%) from shipping disruptions in the Persian Gulf and Red Sea, plus very low US emergency oil reserves.Higher energy prices are pushing up inflation expectations and Treasury yields, which could hurt the economy and AI stocks that rely on cheap borrowing.Gold held above $4,000 and edged higher; more short-term weakness is possible, but the long-term outlook remains strongly bullish.US stocks were mixed: S&P 500 almost flat and still in an uptrend above 7,000, while the Nasdaq fell ~6.6% on AI weakness.The US dollar weakened slightly and 10-year yields rose; higher yields do not automatically hurt gold and silver.Asian markets struggled, with South Korea’s Kospi down over 22% and Japan’s Nikkei down ~11%.Bitcoin gained about 7% but may face more downside in the coming months. 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 29th 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 marketWith a nothingburger today, the odds of no rate cuts in 2026 have slightly further increased.The 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.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.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 LinksFauci’s Diary Reveals Collusion With Obama to Debunk Beagle Torture Program | ZeroHedgeFauci pleads the 5thDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

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

This Wednesday 22nd 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 marketSilver can definitely move, so I would not rule out it touching $70 between now and the end of the month!The 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 LinksBurnham tells cabinet to tackle living costs at first meetingIs Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even more)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 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