
The Contrarian Capitalist Podcast Budgets, Bullion & a fresh Plan B and C update
Nov 27, 2025
In a dynamic discussion, insights on the latest in global markets and commodities take center stage. A stark analysis of Japan's soaring debt and its potential ripple effects is highlighted. The UK budget garners attention, with critiques of its tax-and-spend approach. Recommendations for securing wealth include exploring residency options and investing in precious metals. Plus, a closer look at UK migration trends reveals significant shifts worth noting. Tune in for practical strategies to navigate these turbulent economic times!
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Episode notes
Getting Residency In Paraguay
- Robert describes obtaining temporary residency in Paraguay and handling all the paperwork.
- He highlights Paraguay's business-friendly climate, water and power security, and low taxes as key draws.
Unusual End-Of-Year Bounce
- Robert sees an end-of-year market bounce despite strange seasonality earlier in 2025.
- He notes equities rallied while the VIX fell into a normal volatility range, signaling calmer sentiment.
Bullion Outperformance This Week
- Precious metals led commodity strength with gold and silver notably higher on the week.
- Robert links bullion strength to broader macro pressures and recommends reading linked articles for depth.
