Robert Smallbone, aka The Contrarian Capitalist, joins the podcast to discuss his view that recession fears are overblown and a fresh "blow-off top" is coming.
This podcast episode was recorded on Thursday, March 13, 2025 and made available to premium subscribers less than 24 hours later! More information on premium subscriptions is available on our Substack. Content Highlights
- Bearishness appears to have taken over markets. The S&P 500 just entered a correction. The guest is not buying that narrative (1:16);
- The uncertainty created by the new US president may be intentional to lower bond yields -- and interest rates (4:15);
- European and UK stock indexes should have more upside ahead (7:21);
- Background on the guest (12:46);
- The view on gold and silver (16:11);
- Crypto discussion (18:40).
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