Podcast
The Contrarian Capitalist Podcast
Hosted by Protect your wealth. Defend your freedom. Outsmart the system with contrarian market insights, gold, silver, commodities, Plan B strategies, and exclusive expert podcasts. Join thousands taking back control — subscribe today! · EN
Protect your wealth. Defend your freedom. Outsmart the system with contrarian market insights, gold, silver, commodities, Plan B strategies, and exclusive expert podcasts. Join thousands taking back control — subscribe today!
https://contrariancapitalist.substack.com/
contrariancapitalist.substack.com
contrariancapitalist.substack.com
33episodes
Episodes
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Craig Tindale: Money Has Broken with Matter & The Coming Global Resource Reset
5d ago00:54:52Tap to summarizeToday’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
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Ben Kelleran - The Commodity Shock Era: Helium, Fertilizer, Oil & Gas and the Global Supply Chain Breakdown
5d ago00:56:28Tap to summarizeToday’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
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Mid-Week Macro | 20th May: The New Global Squeeze - Oil, Gas, Food and Supply Chain Fragility
5d ago00:27:02Tap to summarizeWelcome 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
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Robert Bryce - The Energy Crisis Nobody Wants to Admit
1w ago00:37:44Tap to summarizeRobert 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
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2026 AI Bubble: The 2nd Biggest in 80 Years?
2w ago00:17:11Tap to summarizeWelcome 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
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The Macro Butler - Stagflation Is Coming: AI, Oil, Semiconductors & the Case for Real Assets
3w ago00:36:00Tap to summarizeToday’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 info@themacrobutler.comWebsite - 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
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Gold, Silver & a 1970s Repeat? Alasdair Macleod on UK Gilts, Energy Crisis & Market Warnings
3w ago00:45:08Tap to summarizeToday’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
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Tech Dominance Returns: KOSPI and NASDAQ Drive April 2026 Gains
4w ago00:39:15Tap to summarizeWelcome 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
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Oil and KOSPI rip, gold and silver dip. Mid-Week Macro 29th April
4w ago00:30:00Tap to summarizeWelcome 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
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Jon Forrest Little: The U.S has lost to Iran, and what this means for Silver
Apr 2400:28:46Tap to summarizeToday’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
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