The Contrarian Capitalist Podcast

Épisodes

• Mid-Week Macro 1st July. Equities, commodities & 50% off for life! 01.07.2026 31min

  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
• Bitcoin Battered. Silver Slumps & Oil Obliterated. End Month Macro with Tom Bradshaw. 30.06.2026 48min

  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
• The Psychology of Better Investing: Focus, Habits, AI and Mental Models with Polymath Investor 30.06.2026 43min

  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
• $4,000 Gold, $60 Silver, $70 oil and more. What’s next? 25.06.2026 38min

  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
• Mid-Week Macro 17/06/2026 - $20,000 Gold and $1,500 Silver on 4th July? 17.06.2026 25min

  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
• Miles Harris on Gold, Tokenization and the Future of Money 17.06.2026 42min

  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
• Shae Russell - Is There REALLY a Silver Deficit? 17.06.2026 42min

  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
• Tom Bradshaw: Is Bitcoin Just a Leveraged Nasdaq Bet? | Chart of the Month June 2026 15.06.2026 21min

  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
• Jeff Clark - The 3 P's of Finding Winning Mining Stocks 11.06.2026 47min

  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
• Mid-week macro 10/06/26 - Gold Drops, Silver Slumps, Revolution in the UK? 10.06.2026 32min

  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
• Fernando de Cevallos on Paraguay, Ciudad del Este and Real Estate Investment Opportunities 05.06.2026 45min

  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
• Mid-Week Macro: Gold Overtakes US Treasuries as a Global Reserve Asset 03.06.2026 34min

  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
• Doomberg - There is no propaganda quite like British propaganda 02.06.2026 40min

  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
• End of Month Macro with Tom Bradshaw: Why 2026 Looks Like 1999 30.05.2026 42min

  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
• Ted J Butler - The Future's Bright. The Future's Silver! 01.06.2026 36min

  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
• Mid-Week Macro 27.05.26 - Oil Down, Gold Down, Opportunity Up 27.05.2026 32min

  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
• David Morgan: Silver’s Biggest Turning Point Since 1934? 27.05.2026 33min

  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
• Mid-Week Macro | 20th May: The New Global Squeeze - Oil, Gas, Food and Supply Chain Fragility 20.05.2026 27min

  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
• Craig Tindale: Money Has Broken with Matter & The Coming Global Resource Reset 21.05.2026 54min

  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
• Ben Kelleran - The Commodity Shock Era: Helium, Fertilizer, Oil & Gas and the Global Supply Chain Breakdown 20.05.2026 56min

  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