Kontrarian Korner #68 - Robert Smallbone

Before I spent all of the last two days on the phone, I had Robert Smallbone of The Contrarian Capitalist Substack on the podcast. We talked about his view on what is going on in Europe and the U.K., why he left England and the importance of having a Plan B, and what he sees for commodities and broader financial markets in the future. You should check out his Substack below.

Podcast Summary

* European politics, the mysterious deaths of several AFD politicians, and the current state of the UK.

* The financial state of European governments and European bonds.

* His view on precious metals and why they are simplest way to protect wealth over the next several years.

* Why he is partial to silver over gold currently.

* What he thinks about energy, how devaluation will play a role for commodities, and his view on oil, natural gas, and uranium.

* Where he sees equity markets heading over the next several years.

* Why there will be a huge opportunity in bonds in the distant future, and why he views them as certificates of confiscation for now.

* The importance of having a Plan B and why he left Europe.

* Book Recommendation: The Great Depression: A Diary by Benjamin Roth.

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