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
61episodes
Episodes
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Don Durrett - Gold/SPX Death Cross at 5,500 is the KEY indicator to watch out for
Apr 2100:53:37Tap to summarizeToday’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
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Clem Chambers: Why I Exited the Market and Where I’m Buying Back In
Apr 2100:47:08Tap to summarizeToday’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
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Strait of Hormuz Hostilities: Silver Surge Ahead as Markets Misprice Risk | Midweek Macro April 15 2026
Apr 1500:35:02Tap to summarizeWelcome 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
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Rick Rule: Why I Sold My Silver and Where I’m Investing Now
Apr 1400:45:14Tap to summarizeToday’s podcast guest is the legendary Rick Rule, President and CEO at Rule Investment Media LLC and a well-known investor in natural resources and conventional financial services.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 13th April 2026 AMRule SymposiumThe Annual Rule Symposium on Natural Resource Investing will take place at the historical Boca Raton Resort, in Boca Raton, FL, July 6-10, 2026! The in-person event has now sold out, but e-tickets are still available, so you can watch from the comfort of your own home.In this episode, investing legend Rick Rule reveals:* Why he sold most of his physical silver and where he redeployed the capital* The key silver and gold equities he’s watching right now* His views on companies like Wheaton Precious Metals, Pan American Silver and Vizsla Silver* What sets Battle Bank apart and why it matters for investors* Why oil is still investable and how to think about energy markets today* The importance of liquidity in an increasingly unstable global environment* Plus insights on the Rule Symposium and where the smartest capital is movingContact Information & Previous RecordingsRick Rule has kindly offered a free mining stock analysis for investors. Please go to www.ruleinvestmentmedia.com to take advantage for this. I’ve done it twice in the last 3-4 years and have found it to be an incredibly useful service!You can also explore the Rule Classroom here.For more information about Battle Bank and what they can offer, then please visit their website.You can follow Rick Rule on XTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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THIS chart shows a warning sign only seen in 1974, 1979/1980 and 2008
Apr 1400:20:10Tap to summarizeWelcome to the inaugural Chart of the Month for April 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20264 small bits of housekeeping* This video was recorded on Tuesday 14th April 2026 AM Eastern Time.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.* What charts/topics would you like to see covered in Chart of the Month? Please leave a comment below.April’s chart of the month shows a signal which is now flashing a severe warning. This has only appeared in 1974, 1979/1980 and 2008.US Producer Prices Cooler Than Expected In March Despite Surge In Energy Costs This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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From Algeria to Turkmenistan: Europe’s Desperate Search for Gas - with Brawl Street Journal
Apr 1300:45:23Tap to summarizeToday’s podcast/video features The Brawl Street Journal, a publication that focuses on markets, energy, and the collision between regulation and reality.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 10th April 2026 AMGet your tickets to the RULE SYMPOSIUM 2026The Brawl Street Journal discusses:* Latest Oil and Gas situations* 3 things that won’t happen after this energy crisis passes over* EU Gas shortages. Why they exist, what can be done about them and why certain EU countries are looking in the wrong places* Is Turkmenistan the gas key moving forwards?* Why the EU continually shoots themselves in both feet with regards to energy* Russia being open for business and why the EU should go back to them* Germany granting gas permits for the first time in 3 years. Why this is better later than never* And much moreContact Information & Recent ArticlesYou can connect with Brawlster and the team at The Brawl Street Journal, and also on X.You can also listen to the previous conversation below:A map showing where Turkmenistan is:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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JJ/Alyosha - Oil to $60 as 'this too shall pass'
Apr 1000:43:22Tap to summarizeToday’s guest is John Johnston aka Alyosha of the excellent Market Vibes Substack.John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 9th April 2026 AMJJ talks in detail about:Oil latest, why it is good for the US market and why Oil is likely to head down to $60 moving forwards (and possibly lower than that)Various signals and why the markets are essentially telling us to keep calm and carry on at presentUS/Iran/Israel latest and why Washington has to answer every time Israel callsWhy US pipeline companies are worth looking exploring in more depth1 potentially excellent Contrarian play on the table at the momentWhy now is not necessarily the best time to try and trade gold and silverAnd much more This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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Don't trust the truce! Bullion bids, Oil slumps. Mid-week macro 8th April
Apr 800:34:09Tap to summarizeWelcome to Mid-Week Macro for Wednesday 8th April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* Why you shouldn’t trust the ceasefire* Short term equity and commodity outlooks* Warning signs across the board* And much more!Upgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.Jeremy will likely be on the show in due course.Podcasts & Posts & Article LinksGerman men need military permit for extended stays abroadDOE FY27 Budget Requests $45 Billion in Nuclear Funding This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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The Royalty King - Data Centres, Water and 6 Companies on the Radar
Apr 600:43:22Tap to summarizeToday’s podcast/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 3rd April 2026 Mexico City time.The Royalty King discusses:* The Permian Basin and its importance with regards to Oil, Natural Gas and Water* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems* Industry-Level Water Usage and Challenges* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)* And much moreContact Information & Article RecommendationYou can connect with The Royalty King on Substack and on X.The raw study PDF file can be found in the article below:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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What the hell’s going on out here?
Apr 100:34:48Tap to summarizeWelcome to Mid-Week Macro for Wednesday 1st April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* What the hell’s going on out here* 1 Contrarian Commodity worth keeping an eye out for* 2 potential scenarios for what happens next* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Today’s market is another look-in at the Strait of Hormuz. Traffic is not going to return to normal anytime soon in my opinion, so I think that even 20% is too high at the time of writing.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksMarkets Have Returned To Taking Headlines As Gospel | ZeroHedgePalantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? | ZeroHedgeWTI Dips After Big Crude Inventory Build, US Production Slows | ZeroHedgeBrazil Is Quietly Becoming The Cleanest EM Trade | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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