The Contrarian Capitalist Podcast

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  Mid-Week Macro 16/09/2026 - Inflation pressures continue & a perfect storm is brewing 16.09.2026 39мин

  Welcome to a belated Mid-Week Macro for Wednesday 16th September 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketGiven frostier relations between the U.S. & Canada, it is not a surprise to see the odds of a tariff increase by the end of October.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 LinksEU chief backs plan for Canada to become ‘associate member’Piddington in Oxfordshire votes to leave UK over asylum plansCall to raising tax thresholds among union demands to ChancellorUK inflation pushed up by petrol and diesel price risesAndy Burnham and his chancellor have a battle on their handsDISCLAIMER: 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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  Chart of the Month Sep 2026 - Golden Vindication 15.09.2026 23мин

  Welcome to Chart of the Month for September 2026 with The Contrarian Capitalist and Tom Bradshaw.4 small bits of housekeeping* This video was recorded on Tuesday 15th September 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please continue to provide feedback.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.How Overvalued is Gold?Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)* Tom Bradshaw bought gold (via ETFs) in late 2021 near $1,800 when it was strongly undervalued (~107%), then sold at $4,600 in 2026 after momentum turned negative, for a 156% gain (~22% annualized over 4.75 years).* He only sold paper gold/ETFs, not physical holdings.* His model combines a long-term valuation “rainbow chart” (back to 1970) with momentum signals from multiple moving averages (mainly 6–15 months).* Gold peaked near $5,600 in January 2026 at 71% overvalued; as of 15 September 2026 it is around $4,000 and still ~40% overvalued.* Fair value on the model is currently about $3,000.* The same model correctly flagged major historical lows (1970, 1976, 2000, 2009, 2015) as undervalued and major peaks (1974, 1980, 2007, 2011, 2026) as overvalued.* Multiple independent signals (historical 45–50% declines from similar overvaluation, long-term trend line, 61.8% Fibonacci retracement, and a potential head-and-shoulders top) point to a downside target near $2,800.* He expects a relatively short 1–2 year correction (similar to 1974–76), not a multi-year bear market, followed by another strong rally that could reach $9,000.* Proceeds were moved into short-term U.S. 3-month Treasury bills yielding ~4% while waiting for better valuations across assets (S&P ~172% overvalued, etc.).* The analysis is shared for educational purposes only and is not investment advice. 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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  Thursday Macro - Rates, Rants and Resistance 10.09.2026 25мин

  Welcome to a belated Mid-Week Macro for Thursday 10th September 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Meeting Registration - ZoomMid-week Polymarket marketGiven the PPI figures (and quite possibly the CPI figures tomorrow) it is no surprise to see that the odds of a rate hike have increased.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 LinksAfD’s Historic Win Shocks German Political Establishment: Here’s What Happens NextAfter AfD Victory In Saxony-Anhalt, Merz And Weidel Trade Blows During Intense Debate In BundestagEurope’s Auto Bloodbath Deepens: Jaguar Land Rover To Axe 4,000 Jobs After VW Targets 50,000 More Job CutsRate-Hike Odds Spike As Fuel Costs Push US Producer Prices HigherTrump Floats $5,000 “Stimmy” Checks For Every US Adult Citizen If GOP Holds CongressEUR Drops As ECB Hikes Rates (As Expected); Raises Inflation Outlook, Sees Downside Growth RisksDISCLAIMER: 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 02/09/2026 - WTI rallies above $90, Diesel Crack above $100 02.09.2026 31мин

  Welcome to Mid-Week Macro for Wednesday 2nd September 2026, sponsored by Adam Fayed.Special OfferAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!WebinarJoin expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketGoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPodcasts & Posts & Article LinksI mention #10 by Solstice Laboratory in the video, which looks at primarily at Oil and Geopolitics. You can read that article by using the link below.And Diesel Crack SpreadsDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  End Month Macro Aug 2026 - Gold & Silver Just Gave a Major Sell Signal… Is a Big Crash Coming? with Tom Bradshaw 31.08.2026 57мин

  Contrarian Capitalist Special OfferAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!50% OFF FOREVER5 small bits of housekeepingThis video was recorded on Monday 31st August 2026 PM UK timeThe chart deck was also inserted on Monday 31st August 2026 PM UK timePlease do continue to provide feedbackNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedIn10 Key TakeawaysBitcoin surged around 25% in August, but Tom remains bearish and sees the move as potentially being a bull trap.$80,000 is a major resistance level for Bitcoin, while a failure there could eventually open the door to much lower prices.US government bond yields remain elevated, creating a difficult situation for the Federal Reserve and the highly indebted US economy.Oil remains a major inflation risk, particularly if geopolitical tensions in the Middle East escalate further.The diesel crack spread has surged to historically elevated levels, potentially increasing costs throughout the real economy.Agricultural commodities are beginning to trend higher, raising the prospect of further food inflation.The S&P 500 and Nasdaq remain in strong technical uptrends, despite concerns that US equities are in an extreme valuation bubble.The Dow has formed a potentially bearish monthly candle, making September and October an important period to watch for equity markets.Tom Bradshaw’s model has turned bearish on gold and silver, leading him to sell his ETF holdings after substantial gains.The long-term outlook for precious metals remains bullish, but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Mid-Week Macro 26/08/2026 - Bullion, El Niño, Bonds, Bessent and more 26.08.2026 33мин

  Welcome to Mid-Week Macro for Wednesday 26th August 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketSometimes the best thing to do is to do nothing!GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksNormal Brits Are Unwittingly Funding Pro-Illegal Migrant CharitiesHousehold energy bills to hit three-year high as Ofgem announces 4% rise from October“Buffers Running Down Quickly”: HSBC Warns Next Global Food Shock BrewingCanada announces ‘dollar-for-dollar’ retaliatory tariffs on US as high as 50%Fed’s Favorite Inflation Indicator Ticks Up In July As Americans Suddenly Start Saving MoreDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Robert Kientz - Past the Point of No Return: America’s $40T Debt Bomb & Coming Crash 25.08.2026 50мин

  Today’s podcast guest is Robert Kientz, founder of The Freedom Report, market analyst, financial educator, author and precious metals industry participant.He focuses on macroeconomic analysis, government monetary policy, the U.S. dollar, gold and silver markets, COMEX/LBMA dynamics, de-dollarization, Austrian economics, and sound money advocacy, often from a libertarian perspectiveAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 24th August 2026 PM UK Time.Unlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging conversation, Robert discusses:* Why US debt has reached ~$40 trillion alongside a $1.9 trillion deficit this year* How debt-to-GDP of 115–125% sits far past the 90% “point of no return”* The $16 trillion in interest costs due over the next decade* Why 10-year Treasury yields near 5% are historically unsustainable at this debt level* The lack of any realistic political path to deep cuts in entitlements or military spending* How Fed and Treasury tools are exhausted and largely inflationary* Accelerating BRICS de-dollarization, SWIFT alternatives, and the fading petrodollar* Why midterms won’t solve the problem when both parties continue heavy spending* America following the classic 250-year cycle of dominant nations* Gold, silver, and real resources as the practical way for individuals to prepare* And much moreContact InformationYou can connect with Robert on Substack at Robert Kientz, On X and you can find other social media links at Libertarian MediaDeep Dive into World Silver Inventories and Potential Coming Price ShocksGet a FREE copy of Rob’s book by e-mailing Rob at [email protected] and mentioning The Contrarian CapitalistDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Mid-Week Macro 19/08/2026 - Gold gets boost as QE gets fired up (again) 19.08.2026 29мин

  This Wednesday 19th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketGold definitely got a boost today. But how high will it go in August? Polymarket has 90% of over $4,500. I would say that that is very likely at the moment. I wouldn’t be so sure about $4,600 in August though.The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksSK Hynix Unleashes South Korea’s Biggest-Ever ‘Buyback Bazooka’ To Halt Stock RoutWSJ Catches Up, Discovers AI’s Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per QuarterHere Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury BuybacksDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  What the Gold to S&P 500 ratio is telling us RIGHT NOW! 15.08.2026 26мин

  Welcome to Chart of the Month for August 2026 with The Contrarian Capitalist and Tom Bradshaw.4 small bits of housekeeping* This video was recorded on Saturday 15th August 2026 AM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please continue to provide feedback. Thank you, Vincent, for suggesting a bullet pointed summary of the transcript, which is below.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)* Gold-to-S&P ratio chart shows a long-term bullish cup-and-handle pattern since 1974.* A major resistance line connects peaks from 1980, 2011, and 2026.* Past hits to this line caused big pullbacks (98% then 78%); the next retest may break higher.* Today the S&P is much more overvalued than gold (about 6 times more).* Gold can outperform the S&P either by rising faster or by falling less in a market drop.* Gold is still a bit expensive, so keeping some cash (in short-term Treasuries) is smart for flexibility.* A breakout could be sharp and sudden, with gold possibly reaching $9,000 by late 2028.* If you have no gold yet, consider starting a position even now.* Cash or short-term bonds help you buy cheaper later if prices drop.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Mid-Week Macro 12/08/2026 - Metals Romp and Rate-Hike Odds Fall 12.08.2026 30мин

  This Wednesday 12th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketAs mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksRate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedgeWTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedgeLos Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC SportDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Mid Week Macro 05/08/26 - Full Steam ahead for metals and miners? 05.08.2026 27мин

  This Wednesday 5th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketThe surge in the gold price this week has seen the odds of gold hitting $4,400 in August go up from 11% to circa 57%. If this breakout gets confirmed, then I would imagine that gold would see $4,400 in August. Watch this space. The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksFriend of the podcast Tavi Costa has this excellent chart out, showing a potentially clean break out in Gold Miners. Watch this space.WTI Maintains Losses After Another SPR Drain, Distillate Stocks At 30-Year Seasonal LowsDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Don Durrett: Gold/S&P Death Cross Still Looms Despite Record Highs – Economy on the Brink 05.08.2026 58мин

  Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 4th August 2026 PMUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging conversation, Don discusses:* Why record S&P 500 highs near 7,736 does not remove the risk of a Gold/S&P death cross* Why 7,000 on the S&P 500 is the key level: a break lower likely forces Fed cuts while staying above points to the Fed holding* Surface economic data looks fine but deep problems in housing affordability, the K shaped recovery, and rising living costs mean many young people cannot match their parents’ living standards* How The Fed is stuck in a catch 22 and cannot fight inflation while also supporting the economy and stock market* That Gold near $4,100 and silver near $59 are likely creating attractive dip buying opportunities in mining stocks* Silver miners offer strong upside as silver could rise far more than gold; focus on undervalued producers with growth and a diversified group rather than a few picks* Japan selling US Treasuries to support the yen is an early warning that further sales could push the 10-year yield above 5 percent, which is a potentially dangerous level* The precious metals bull market remains in Phase 1 after Leg 1; Leg 2 would likely see $6,500 gold and the last leg (leg 3), the mania phase, is still some way off* Why the window to buy undervalued miners is still open* And much moreContact Information & Previous ConversationsYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining StocksDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  End Month Macro July 2026 with Tom Bradshaw - EU Gas Rips 35%, Oil Up +20%, Gold Holds 01.08.2026 45мин

  Welcome to the Monthly Wrap for July 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.5 small bits of housekeepingThis video was recorded on Saturday 1st August 2026 AM UK timeThe chart deck was also inserted on Friday 31st July after market close. Bitcoin was added after recording on Saturday 1st August.Please do continue to provide feedbackNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedInBullet pointed AI generated transcript (for those that don’t have time to watch the whole video)July was a surprisingly busy month for markets despite the holiday season.Natural gas (Dutch TTF) was the biggest mover, up nearly 36%, due to Middle East tensions and Europe struggling to secure supply.Oil rose sharply (WTI ~24%, Brent ~29%) from shipping disruptions in the Persian Gulf and Red Sea, plus very low US emergency oil reserves.Higher energy prices are pushing up inflation expectations and Treasury yields, which could hurt the economy and AI stocks that rely on cheap borrowing.Gold held above $4,000 and edged higher; more short-term weakness is possible, but the long-term outlook remains strongly bullish.US stocks were mixed: S&P 500 almost flat and still in an uptrend above 7,000, while the Nasdaq fell ~6.6% on AI weakness.The US dollar weakened slightly and 10-year yields rose; higher yields do not automatically hurt gold and silver.Asian markets struggled, with South Korea’s Kospi down over 22% and Japan’s Nikkei down ~11%.Bitcoin gained about 7% but may face more downside in the coming months. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Mid-Week Macro 29/07/2026 - Fed Holds, Gold Up, KOSPI Krushed 29.07.2026 30мин

  This Wednesday 29th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketWith a nothingburger today, the odds of no rate cuts in 2026 have slightly further increased.The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksFauci’s Diary Reveals Collusion With Obama to Debunk Beagle Torture Program | ZeroHedgeFauci pleads the 5thDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  First Phosphate Secures Quebec "Filon'' Fast Track Status – Fully Financed to FID 27.07.2026 14мин

  Today’s episode features John Passalacqua, CEO and Director of First Phosphate.First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.CSE: PHOS – FSE: KD0 – OTCQX: FRSPFPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 2nd February 2026 AMJohn Passalacqua, CEO of First Phosphate, explains:* The different types of phosphate that exist* The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA)* LFP uses, current supply and demand dynamics and why the future is very bright* How First Phosphate is positioned to take advantage of this situation* CATL, China’s largest producer and their recent large orders.* Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site* The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain* Shares, managements skin in the game and the team that make up First Phosphate* How much of an impact the phosphate price is on operations* Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze* And much moreUseful Company Information/Press ReleasesCSE: PHOS – FSE: KD0 – OTCQX: FRSPFFirst Phosphate WebsiteFirst Phosphate LinkedInFirst Phosphate XFirst Phosphate YouTubeFirst Phosphate general corporate video:Mine site video:https://www.firstphosphate.com/BeginLamarche3DLatest visit by Natural Resources Minister Hodgson to our future phosphate processing site:https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?:We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present:https://firstphosphate.com/first-phosphate-port-saguenay-agreement/We recently created the first LFP batteries from fully North American critical minerals:https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/This development was presented at the OREBA3 conference in Montreal:The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors.It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region!A recent post from the Belgian Embassy in Ottawa:https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/?Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders.https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Have Metals and KOSPI Finally Bottomed? Latest Moves Analysed 22.07.2026 35мин

  This Wednesday 22nd July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketSilver can definitely move, so I would not rule out it touching $70 between now and the end of the month!The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksBurnham tells cabinet to tackle living costs at first meetingIs Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even more)DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  Investor Credit Plunges to Nearly $1 Trillion: A Major Warning - with Tom Bradshaw 16.07.2026 21мин

  Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.3 small bits of housekeeping* This video was recorded on Thursday 16th July 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  E.M. Burlingame: UK Collapse & The Financialist Kill Chain 16.07.2026 57мин

  Today’s podcast guest is E.M. Burlingame of E.M.’s Newsletter.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 15th July 2026 PM UK Time.E.M. deep dives into:* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity* The real history behind Britain’s problems going back to 1688 and the Bank of England* Why the City of London and a hidden financial system have controlled Britain for centuries* King Charles III’s possible plan to expose corruption before stepping aside for King William* The key difference between “restoration” and “revolution” and why restoration is the better path* How bureaucracy has replaced traditional leaders and what can still be done to fix it* Why the US and UK face similar problems and how America is responding* The danger of constant distractions like phones and how to think more clearly* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind* Why English-speaking countries need to stand together against these forcesContact Information & Previous RecordingsPlease do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.Books include:The Eternal WarThe Art of Being a ManThis Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable ManThe Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)Lord RothburyTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  WTI, World Cup and WTF? Mid-Week Macro 15th July 15.07.2026 33мин

  This Wednesday 15th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketThe Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksWTI Dips As US Crude Production Hits Record High, SPR Draw Slows, Cushing Remains At ‘Tank Bottoms’ | ZeroHedgeMajor bond collapse ahead - by Alasdair MacleodDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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  The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026 15.07.2026 42мин

  The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026Today’s guest is Jerz, CEO of The Jerz Group.With nearly 20 years of hands-on experience, Jerz shares how entrepreneurs, digital nomads, and high-net-worth individuals are building robust Plan Bs, including tax residencies, second citizenships, asset protection structures, and offshore setups.In this episode:Why Malta is one of the strongest EU plays right nowHow Paraguay + Panama structures work perfectly for e-commerce and online businessesAffordable entry points (yes, you can start for just a few thousand dollars)CRS updates, foundations vs trusts, and why your Plan B must evolveGeorgia, naturalization paths, and what’s changing in 2026Contact DetailsI have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use of the contact methods below and please mention that you have come from The Contrarian Capitalist.Phone - +15109859990E-mail - [email protected] = The Way of Jerz (@TheJerzWay)Website = https://www.thejerzgroup.com/For full disclaimer - The Jerz Group and The Contrarian Capitalist have an informal affiliate partnership set up at the time of recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe