Avsnitt
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Today’s podcast looks at:
* Digital Euro (CBDC) likely coming in 2025
* The typical globalist playbook of going to war and then coming up with the solution to save the masses (i.e. digital currency)
* The fact that all roads lead to London
* The UK is preparing for more discontent this summer
* Internal discontent both within the UK + EU
* The greatest threat to the UK + EU is NOT Russia but is instead themselves i.e. Sweden
* Seizing of Russian FX Reserves will just add fuel to the fire
* Much more
If you are yet to listen to the podcast episodes with Tom Luongo and Alex Krainer then you should (links below)
If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
About Contrarian Capitalist
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 -
There is a LOT of doom and gloom out there at the moment. Too much for my liking.
Yes the major indices are down and yes they could go slightly lower as well. That being said, I firmly believe that the PPT (Plunge Protection Team) and the Fed will step in and sort it out. This will provide us with a rip your face off rally. New ATH’s across the major indices.
This will catch a lot of people off guard.
Once the tops have come in then it will well and truly be a case of watch out below.
This podcast looks at:
* The potential up and coming rally
* What Trump wants and why it is happening
* My latest stock purchase (and CC Club Info)
* 2 sectors that I’m watching closely in order to potentially deploy capital
NB - During the recording of this podcast Trump has ordered 50% tariffs on Canadian steel and aluminium
If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
About Contrarian Capitalist
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 -
Saknas det avsnitt?
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Today’s podcast looks at a plethora of subjects:
* EU preparing for war (and why it is still not too late for Plan B)
* Thoughts on the US Stock indices and their likely direction
* Gold + Silver
* A 30,000ft view of everything that is happening
* Trump + Tariffs and the DXY (Dollar Index)
* South Korea accidentally bombing its own people (video link and article link below)
* CC Club + advantages of becoming a paid subscriber to CC
NB - The minute I finished recording this then it was announced that Mexico tariffs had been suspended until 2nd April 2025
Trump + Tariffs
I make reference to the similarities between Trump 1.0 and Trump 2.0. The full article can be found on Zerohedge and the chart has also come from the same article in Zerohedge.
South Korea
Watch: South Korea Fighter Jets Accidentally Drop Bombs On Small Town | ZeroHedge
Video on X
EU preparing for War
Zerohedge article for reference
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 Kristopher Rymer of Safe Harbor Stocks (audio above).
YOU CAN WATCH THE VIDEO HERE
It was an absolute pleasure to be able to chat with Kristopher Rymer about a plethora of topics including:
* North American Construction Group Ltd (NYSE: NOA)
* A recent successful investment/trade of Atmus Filtration Technologies ($ATMU)
* Kris’s investment strategies i.e. what he looks for in companies and industries
* FOMO and emotional control
* PE IPO’s and other markets
* Marex Group plc (MRX)
* And more
Contact Information
You can find Kristopher Rymer at Safe Harbor Stocks, X and also on LinkedIn.
You can read Kris’s guest article about Atmus Filtration Technologies ($ATMU) here
Advantages of Contrarian Capitalist PAID memebership:
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe -
Today’s podcast guest is Trader Ferg, a true Contrarian who has been a ‘‘Full-time trader for 8 years’’ and who has a ‘‘habit of hanging out in hated corners of the market that are uninvestable". (Audio above).
YOU CAN WATCH THE VIDEO HERE
It was an absolute pleasure to be able to chat with Trader Ferg. We covered a variety of markets and commodities, including:
* Platinum
* Palladium
* Rhodium
* EV’s
* Oil
* Natural Gas
Contact Information
You can find Trader Ferg on Substack and X and I would highly recommend reading Ferg’s Finds
Benefit from a Contrarian Capitalist PAID membership
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe -
Today’s podcast guest is the fantastic Dave Collum (podcast above and video below)
It was an absolute pleasure to be able to chat with Dave Collum and a big thank you to Dave for taking time out of his day to have an incredibly wind ranging chat. I even got put on the spot and have some homework to do as a result!
Topics covered include:
* Kash Patel’s appointment and what this could lead to with regards to documents being released
* Covid + the fallout from it/repercussions
* NATO/Ukraine/Russia
* World War II
* The most pointless war?
* Stock market corrections
* Reasons for being bullish on Platinum
* What would the point be of a gold revaluation?
* What is London and what does it stand for?
* Much more
Contact Information
You can find David Collum on X
Advantages of being a Contrarian Capitalist subscriber:
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
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 Chris Irons of QTR’s Fringe Finance.
YOU CAN WATCH THE VIDEO HERE
I’m a keen admirer of the work done at QTR’s Fringe Finance and therefore it was an honour to be able to sit down and have a very open and candid conversation. Many topics were discussed, including:
* Mental Health
* Philadelphia Eagles/The Superbowl
* DOGE and why it is a necessity
* Gold
* Silver
* Monetary Policy
Contact Information
You can connect on Substack at QTR’s Fringe Finance
Or on X at QTRResearch
Mental Health
If you are reading this and have any addictions/mental health challenges in your life, then please do go and speak to someone about it. There are many fantastic institutions out there (Alcoholics Anonymous for example) than can help you.
As the Chinese Proverb goes….’A journey of a thousand miles begins with a single step.’
About FREE/PAID Contrarian Capitalist
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 goldstockdata.com (podcast above).
YOU CAN WATCH THE VIDEO HERE
It was an absolute pleasure to be able to chat with Don Durrett. We covered a lot of subjects, including:
* The 1 main belief needed if you want to invest/speculate in mining stocks
* The importance of Gold being a tier 1 asset under Basel III regulations
* What sort of market correction could happen in March/April 2025
* A 30,000ft overview of the current state of the S & P 500
* A 30,000ft overview of the main driving forces behind Gold and Silver
* Why mining stocks appear unloved at the moment
Contact Information
You can find Don Durrett, X, at www.goldstockdata.com and also on YouTube
I would highly recommend that you check out Don’s recent videos about Top 10 Gold Majors and Top 10 Emerging Gold Miner Stocks as well as Top 20 Silver Miners.
About The Contrarian Capitalist
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 Joel Bowman of the very popular newsletter Notes from the End of the World (podcast above).
YOU CAN WATCH THE VIDEO HERE
It was an absolute pleasure to be able to chat with Joel Bowman and I’d like to say a massive thank you to Joel for taking the time out of his day to talk about a wide variety of subjects, including:
* Javier Milei + $LIBRA meme coin issues
* Boots on the ground of what has been happening in Argentina since Javier Milei took office
* Rent controls (and why economics 101 is better!)
* DOGE and the Deep State
* & More
We will hopefully come back in late 2025 to talk about censorship in Europe and much more.
I would highly recommend you check out Notes from the End of the World and Joel’s recent article about $LIBRAtarians as well as attending the next quarterly online conference that Joel will be hosting.
About The Contrarian Capitalist
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus, everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 looks at a number of topics including:
* A potential $500+ BILLION Social Security Fraud in the USA
* JD Vance telling it like it is in Munich
* UK ready to send troops to Ukraine
* EU throwing their toys out of the pram at JD Vance
* USA/Russia peace talks
* Russia NOT being the enemy of the EU
* General podcast and housekeeping updates
* & More
NB - Picture is from Elon Musk’s X post + also note that I mention that the last Fort Knot audit was in the 1950’s. This is incorrect as the ‘last so-called "audit" of America’s gold reserves took place on September 23, 1974’. Thank you Jesse Colombo for mentioning that in a recent post.
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL.
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 explores the following topics:
* Central banks buying Gold and a run on the physical bullion market(s)
* Trump + Putin Chat but don’t expect peace instantaneously
* DOGE & Unemployment numbers moving forwards (THE UK NEEDS ONE TOO)
* Why Gold going up is actually the US Dollar going down
* How and why the USA is gearing up for a possible Gold backed monetary reset
Special Offer
I recently made a mistake in the back office of Contrarian Capitalist with regards to some welcome e-mails. As a result of this, please find a button below for 50% for LIFE on ALL monthly and annual subscriptions. This offer ends on Monday 17th February 2025!
Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
I recently made a mistake in the back office of Contrarian Capitalist with regards to some welcome e-mails. As a result of this, please find a button below for 50% for LIFE on ALL monthly and annual subscriptions. This offer ends on Monday 17th February 2025!
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe -
This week has seen a bit of behind-the-scenes work done on CC. During this process I realised that a terrible mistake had been made. New Free subscribers were receiving an e-mail with a special 50% off voucher (for monthly and annual subscriptions) for LIFE.
However, when you clicked on that link then you would have gone to a page where there was no special offer. My absolute apologies for this. First impressions are vital and this is far from a good first impression!
As a way to atone for this mistake, please find below a button for 50% off all monthly and annual subscriptions for life (all benefits from being a paid subscriber are listed below the button).
This offer is valid until Monday 17th February 2025!
A reminder that Contrarian Capitalist FREE subscribers get:
* Free access to podcast/extra audios on Tuesdays and Thursdays
* 1 free written article on Wednesdays
Contrarian Capitalist PAID subscribers get:
* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)
* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)
* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)
* Access to the CC community on Substack Chat.
* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights
* Plus everything that free subscribers get access to (see above)
Contrarian Capitalist FOUNDING MEMBERS get:
* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!
Apologies once again and this offer is valid until Monday 17th February 2025!
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe -
Todays podcast looks at the importance of having a physical position in Gold (and probably Silver as well). Please note that none of this is financial advice and you should ALWAYS do your own homework with regards to your investments.
A big wealth transfer is happening at the moment. It is important that you are on the correct side of this. This is why The Contrarian Capitalist does these podcasts and adds value like this. It is important to help as many people as possible!
The podcast looks at the following reasons that you might want to own gold:
* Screwed up monetary policy
* Geopolitical risks
* Trading risks (tariffs etc)
* Central Bank Demand
* And more
Become a paid subscriber & get access to the exclusive weekly wrap and weekly open newsletters (they do the hard work so you don’t have to) and also gain access to the chat
2 highly recommended podcasts/videos
Gary Savage
Gary Savage - $7,000 Gold and $50 Silver will be a piece of cake
Keith Weiner
Keith Weiner - Trump's tariffs will have a big impact on gold and silver one way or another
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 -
Todays podcast looks at why trading the metals markets requires a different mentality from just holding a physical position in the metals.
I fully appreciate that there will be Contrarians that:
* Just hold a physical position and do NOT trade
* Just trade and do NOT hold any physical metals
* Are a hybrid and trade and hold physical
Ultimately, a different mentality is needed for trading and holding physical.
This podcast episode dives into that as well as gives an update on the tariff situation with Mexico, China and Canada.
Become a paid subscriber & get access to the exclusive weekly wrap and weekly open newsletters (they do the hard work so you don’t have to) and also gain access to the chat
China Strikes Back
Zerohedge
Financial Times
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 -
Paying through the nose for various bills and to live day to day life is not a good thing.
Sometimes we are being taken for a ride by our local government, local councils and central government too.
Todays podcast looks at a raft of recent stories from the UK that include:
* Latest Government Infrastructure projects and why they are good but probably very inflationary
* Council Tax Bill increases of up to 25%!!!
* Water Bills going up
* How funny/sad it is that travelling from Cornwall to Cheshire is cheaper via Malaga than using the UK rail network
* A potential inflation hedging solution (not a financial recommendation)
Become a paid subscriber and get exclusive access to the market weekly wrap newsletter, the weekly market open newsletter and access to the chat group!
It’s not all doom and gloom though.
You can protect your portfolio and life by having a Plan B and by owning assets that protect you (and your family) against inflation and other nasty increases!00
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 -
Todays podcast/video (podcast above and video below) features Keith Weiner of Monetary Metals. It was brilliant to be able to sit down with Keith and to talk about a wide range of subjects, including:
* The potential impact of Trump’s tariffs on the gold and silver markets
* Why there is a scramble for delivery of bullion at the moment
* Gold Leasing
* Gold Bonding
NB - We recorded this podcast BEFORE the Federal Reserve’s rate announcement on Wednesday 29th January 2025.
You can follow Keith on LinkedIn and X
For more information about Leasing and Bonding then please do check out the Monetary Metals website at www.monetary-metals.com
Become a paid subscriber and get exclusive access to the market weekly wrap newsletter, the weekly market open newsletter and access to the chat group!
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 -
China is miles ahead of the rest of the world in terms of the race for green supremacy.
In this podcast we will look at a recent article in the Financial Times and dissecting their narrative and why and how the west is so far behind their counterparts in the East.
The full article from the Financial Times is also below along with a recent podcast recommendation.
I’d highly recommend that you check out the recent podcast episode with Erik Townsend as Erik discussed the nuclear Henry Ford moment that is coming up!
The Contrarian Capitalist is a reader-supported publication. Please becoming a free or paid subscriber and join the other Contrarians :-)
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 -
Todays episode with MacroVoices podcast host Erik Townsend (podcast above and video just below) explores the future of nuclear energy, thorium reactors and looks at the current energy policies that are in place across the world.
In this episode Erik discusses:
* Energy Strategies from China, Germany, France and the USA
* Why China is so far ahead of anyone else in the world
* The 1 big piece of political red tape that needs to be removed
* Thoughts for the future of energy
* Thorium reactors and their associated costs (prepare to be blown away by this!)
To stay up to date with new podcast releases and content then please subscribe to Contrarian Capitalist using the button below.
Extra Content
Bio
Software entrepreneur (90s) turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).
Copenhagen Atomics
Please go and watch at the recent Macrovoices videos that Erik recorded with Thomas Jam Pedersen of Copenhagen Atomics
Episode 1
Episode 2
A big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.
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 -
Todays episode with Gary Savage, President of Smart Money Tracker (podcast above and video below) looks at Gold, Silver and the major indices.
Gary explains why $7,000 Gold and $50 Silver will be a piece of cake and also shares his thoughts with regards to the major indices and more.
In this episode we cover:
* Gold
* Silver
* Major indices
* Mistakes traders make
* Why physical bullion is useful in a portfolio
If you enjoyed this content then please do subscribe to Contrarian Capitalist in order to keep up to date with when podcasts are released.
A big thank you to Gary Savage for taking out of his day to appear on the podcast and to have an honest and realistic chat about what he is seeing in the markets at the moment and for his thoughts about 2025 and beyond.
You can also follow Gary on X
Or at the smart money tracker investing newsletter
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe -
Welcome to the 2025 predictions preview.
The audio content is above and for those that would like to read the predictions then they are below:
2025 will certainly be an interesting year to say the least! A lot will happen and there will very likely be increased volatility worldwide.
As always, there will be an abudance of opportunities available and I will be doing my best to interview a wider range of people and bringing their knowledge and expertise to the CC community!
Happy New Year and if you have not yet subscribed to Contrarian Capitalist then please do so using the button below. There is also a special offer available until Monday 13th January 2025 (use the same button 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 - Visa fler
