The Contrarian Capitalist Podcast

Today’s podcast guest is Robert, self-proclaimed macro nerd | "Silent Depression" contributor | "when money isn't scarce, everything else is". He is the host of the popular Infranomics YouTube Channel.AUDIO IS AVAILABLE HERE - NB There is an issue with the RSS feeds & Substack at the momentPlease SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEONB - Recorded on Wednesday 10th September 2025 AMThank you also to Roberto Rios for putting us in touch in the first place!This wide-ranging podcast explores:* The Silent Depression. What it is and how long it has been happening for* Why different metrics are needed to get a better (and more accurate picture) of the current economic situation* Triffin’s Dilemma explained* Currency and trade challenges* Why there are tough times ahead for US Citizens* Gold, Bitcoin and Land. The 3 pillars of protection moving forwards* And much moreContact InformationYou can find Robert on XInfranomics on YouTubeAlso on a variety of other platforms by using his Linktree.Scott Bessent Speech at the Manhattan InstituteScott Bessent | The Fallacy of Bidenomics: A Return to Central Planning | A New Supply-SideALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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 first 3-way conversation/podcast on The Contrarian Capitalist features the fantastic E.M. Burlingame and Will Tanner, Co-Founder of The American Tribune. We might break the internet with this podcast!AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 9th September 2025 AMThis blockbuster podcast covers a wide range of topics, including:* How do you undo a 400-year-old Psy-op?* Normans/Saxons and the heritage of the English Civilization* Oligarchy, Aristocracy & societal structures* Forcing the crown to do their hereditary duties* The king, the aristocracy and love of the land* Aristocrats by Robert Lacey* Why family offices are the now the most important people on the planet* Why community and soldiers are also imperative in today’s society * Wade Hampton and the 48ers* Trust and why society is crumbling before our eyes* The Pretorian system and their significant undertones* Charles I and the structures that we need to thrive moving forwards* What lays ahead for our civilization* Why a bloody war is coming* And much moreContact Information Will TannerPlease do connect Will Tanner. You can find him on Substack at The American Tribune, or on X at TAmTrib and also in person on X at Will_Tanner_1.Contact Information E.M BurlingamePlease do check out and subscribe to E.M.’s Newsletter. You can also connect with E.M. on X, as well as finding his books on Amazon.The Eternal WarThe Art of Being a ManOther booksALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Today’s podcast guest is MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 8th September 2025 AMIn this episode Erik discusses:* Nuclear policies and how to improve the nuclear process within the USA* Nuclear geopolitics including Russia/China/North Korea as well as Niger* 1 Oil factor that people are not thinking about at the moment* Why Oil is likely to fall in price before going much higher* Why Copper is flashing a recession signal* And much moreContact InformationYou can connect with Erik Townsend on Substack and also on XYou can connect with MacroVoices on X too.Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.Copenhagen AtomicsThomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.Episode 1Episode 2You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji belowA big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comToday’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.AUDIO IS AVAILABLE HERE - NB There are issues with the RSS feeds and Substack at the moment!Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEONB - Recorded on Wednesday 10th September 2025 AMThis podcast/video covers a wide range of topics, including:* SGE’s gold and silver vaults in Hong Kong* The main reason why faith/trust in the USD has decreased* 2 great charts to look at (below)* What the hacksaw mountain in gold and silver is (X posts/photos below)* Why Bitcoin is a digital liquidity sink scheme for the USD* And much moreContact InformationYou can follow Eric on XALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CCCharts and X posts for referenceSources are FT and www.goldchartsrus.comMichael Saylor/Bitcoin/El Salvador Post on XHacksaw Mountain Post on X

I recently appeared on the excellent Kontrarian Korner podcast, hosted by Ben Kelleran. This is that video!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.Contact InformationPlease connect with Ben Kelleran at Kontrarian Korner on Substack.Or on XBen also recently appeared on The Contrarian Capitalist. You can listen/watch that here:Please allow me the opportunity to serve you at a higher level!* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Today’s podcast guest is David Morgan, founder of The Morgan Report.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 4th September 2025 AMThis blockbuster podcast covers a wide range of topics, including:* David’s view on the best way to purchase Silver* Structural deficits within the market* Spoofing/Manipulation … 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

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 2nd September 2025 PMIt was an absolute pleasure to have Don Durrett back on the show and to get an update of the mining sector as well as general goings on in Gold and Silver. It is fair to say that a lot has happened since June!We look at:* Newmont mining nearly being the top stock YTD in the S&P 500* Why Don believes he’s now conservative with $100 Silver* Mining company cashflows and what will happen moving forwards* S&P 500 levels and why a reversal will happen* Why Don likes the HUI and his target for it* And much moreContact InformationYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Our previous 2 conversations are below. ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

Plenty going on so far this week. This video looks like the state of Digital ID’s, Politicians preaching and being hypocritical and also Silver!A shout out to Quoth the Raven too for being very candid about what was likely to happen to Gold i.e. $100 days becoming normal. We are very near to that point in my opinion!Politics & Digital ID’sWe’ll start with the UK, and the Deputy Prime Minister is in hot water.Ms Rayner is part of The Fabian SocietyDigitial ID will be the answer, because a Digital ID would be ‘beneficial’ for the people. Apologies that this is not the clearest photo in the world.Thank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community! 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

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to the Monthly Wrap for August 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.3 small bits of housekeeping* This video was recorded just after the opening bell on Thursday 28th August 2025.* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Paid Subscribers now have access to both the video (above) and also the August 2025 Market Chart Deck (below) as well as the Top 8 Commodity & Geopolitical Events for August.

Today’s podcast guest is Laurent Lequeu aka The Macro ButlerAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This podcast was recorded late in the evening on Wednesday 20th August 2025This wide-ranging conversation explored the current challenges (and potential outlook) for the world, and included:* What would happen if Trump, Xi or Putin died* Conflict occurring in Asia* NATO influence in Asia* Commodities, SWIFT systems and more* Plan B and why it is imperative that you have one* And much moreContact InformationYou can connect to The Macro Butler on Substack.For HNWI’s that would like to connect with The Macro Butler then you can do so by e-mailing info@themacrobutler.comYou can also listen to our first conversation here:ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.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.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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