The Contrarian Capitalist Podcast

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comToday’s podcast with Robert Bryce goes on a global tour of energy around the world.NB - This was recorded first thing in the morning on Friday 23rd May. Donald Trump is due to sign some very important energy executive orders either today or over the weekend. These will have an impact on US nuclear energy moving forwards.We cover:* Trump’s executive orders and what th…

Today’s podcast guest is the superb E.M. Burlingame of E.M.’s Newsletter.NB - This episode is unfiltered and raw in terms of material and language.In this wide-ranging episode, we discuss:* The rise and fall and rise again of the English-speaking civilization* The Great 400 Year Cycle (which is coming to an end)* King Alfred the Great* King John, the Magna Carta & the barons* Charles I, Oliver … 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 Chris Marcus of Arcadia Economics' Gold & Silver Daily. Chris’s mission is ‘to share what I would want a family member or friend to know about what’s coming next- before it’s too late’.In this wide-ranging podcast, we discuss:* Gold and Silver Money flows * Russia + India treating Silver as a reserve asset* Why you don’t have to put all your eggs into the gold and silver baskets* SWIFT + BRICS payment systems* What could lay ahead for the gold and silver prices* Geopolitics and why history is very likely to repeat itself moving forwards* De-dollarisation & moreI’d highly recommend checking out and subscribing to Arcadia Economics' Gold & Silver Daily and The Contrarian Capitalist if you have not already done so.Please like and share this podcast!Become a PAID SUBSCRIBER/FOUNDING MEMBER TODAY and get £9,000 of value for just £12 a month!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (£3,000+ Value) - Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EXCLUSIVE EARLY ACCESS to ALL podcasts (£3,500+ value)* Access to FULL ARCHIVE of ALL posts (£2,500+ value), including commodity deep dives, historical pieces and Layman's articlesContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a ONE-OFF lifetime payment. I plan on doing this for a LONG time, so this is a spectacular long-term option.Thank you in advance for becoming a Paid Subscriber/Founding Member.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 John Rubino of the very popular John Rubino's Substack. John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work. In this wide-ranging podcast, John shines a light on: * The recent mining results and a couple of investing rules that could help you to benefit from the likely coming commodity super cycle * AGI (Artificial General Intelligence)* 2 potential Black Swan events that could impact the world* The health of the global financial system * The shifting sands of EU + UK politics* And much moreI’d highly recommend checking out and subscribing to John Rubino's Substack and The Contrarian Capitalist if you have not already done so.Many articles were mentioned in this podcast. They are below.Thank you for listening and please like and share this podcast!Become a PAID SUBSCRIBER/FOUNDING MEMBER TODAY and get £9,000 of value for just £12 a month!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (£3,000+ Value) - Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EXCLUSIVE EARLY ACCESS to ALL podcasts (£3,500+ value)* Access to FULL ARCHIVE of ALL posts (£2,500+ value), including commodity deep dives, historical pieces and Layman's articlesContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a ONE-OFF lifetime payment. I plan on doing this for a LONG time, so this is a spectacular long-term option.Thank you in advance for becoming a Paid Subscriber/Founding Member.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 UK had local elections at the start of May and the results are not overly surprising in my opinion. I’m sure that Frank Wright would agree with my sentiment when I say that it appears that some common sense seems to have returned to the political spectrum in the UK.ResultsSourceTherefore, seeing the results from the local elections was very pleasing. Reform are NOT perfect (no person, politician or political party is) but it seems as though people are ready for a change.Our friends over at Polymarket.com have got just a 4% chance of current Prime Minister Sir Keir Starmer being out before July. Personally, I think that this is quite high as Labour currently has a majority in parliament. You can follow that market here.The next General Election will be in 2029 - still 4 years away. Of course, this could all change between now and then if a GE is called, although I suspect that this will be incredibly unlikely given these recent results.People are calling out for change, and it is no wonder why!The same BBC article had the following main bullet points.Why has this happened?The people look like they have had enough and for some very good reasons, including:* Council tax and utility bill hikes (Poor energy policies/potentially Bankrupt councils etc contributing to this)* Challenges with immigration (going back to the 1990’s)* Major crack downs on free speech* Two-tiered policing achieving two-tiered results* Governments continually focusing on the wrong thingsAll of the above is leading to a more fractured country.The results from the 23 local elections show areas where there has been a change in control of the local council! Light Blue = Reform. Orange = Liberal Democrats3 Contrarian Capitalist takeaways1 - This could be the end of 2 party politics for nowThe Conservatives took an absolute beating. Labour did not fare any better. Reform are on the march and the Liberal Democrats likely benefited from people that wanted a change but did NOT want to vote for Reform. Whilst it is personally difficult to take Ed Davey seriously, the results speak for themselves and we could be seeing a shift in political power.2 - If you are promising a change then you are in the driving seatThis is where Reform stand out. They want change. You want change. They are promising change. What a political party says and does are 2 different things most of the time, yet if Nigel Farage and Reform take power in the next general election, then they will have to deliver.For now, they have control of a lot of local councils and a couple of mayorships. It is imperative that they deliver in their local areas as this could then springboard 2029 and beyond.3 - The results are damning for the Labour + Conservative partiesA lot of this can be placed at the feet of Sir Keir Starmer and the government decision on the winter fuel allowances for pensioners. We have also been various Labour run councils go bankrupt in the last few years. This first test of the polls was an absolute failure for Labour.The Conservatives continue to go from bad to worse. The were reduced to their fewest MP’s ever last July and now this trend is continuing as they lost 674 local seats. This is an annihilation and it seems as though there is no way back at present.SummaryThese results provide a big hope for 2029. Reform and the Liberal Democrats have to deliver in the local areas. Should they achieve this then the 2029 General Election is going to be one of the most interesting elections that we have ever had.No party is perfect, yet these results show that people are ready for a change and that they are more than willing to vote for it.NB - I would personally like to see a UK DOGE. This would help to shape things up.I hope that you found this podcast + written article informative and educational. Please do consider becoming a PAID SUBSCRIBER/FOUNDING MEMBER TODAY and get £9,000 of value for just £12 a month!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (£3,000+ Value) - Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EXCLUSIVE EARLY ACCESS to ALL podcasts (£3,500+ value)* Access to FULL ARCHIVE of ALL posts (£2,500+ value), including commodity deep dives, historical pieces and Layman's articlesContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a ONE-OFF lifetime payment. I plan on doing this for a LONG time, so this is a spectacular long-term option.Thank you in advance for becoming a Paid Subscriber/Founding Member 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 Steven Hochberg, Chief Market Analyst at Elliott Wave International. 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 Matt Smith @ Crisis Investing and of Doug Casey's Crisis Investing & Smith Sense. As per Matt’s Substack bio - I'm the guy that does the podcast with Doug Casey. In a past life - Founder of Royalty Exchange, a jobs portal in the late 1990’s, an ad agency, a marketing analytics business, and several niche publishing companies. I live on a ranch in Uruguay. In this wide-ranging podcast, we discuss:* … 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 Tim Price 😃. Tim Price is co-manager of the VT Price Value Portfolio, a private client fund manager and author of 'The War on Cash' (2015) & 'Investing through the looking glass' (2016). "Fiat justitia ruat caelum." Keep the faith! You can find Tim on X at TimPrice1969In this wide-ranging podcast, we discuss:* Ed Miliband and dangerous energ… 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

Become a PAID SUBSCRIBER/FOUNDING MEMBER TODAY and get £9,000 of value for just £12 a month!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (£3,000+ Value) - Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EXCLUSIVE EARLY ACCESS to ALL podcasts (£3,500+ value)* Access to FULL ARCHIVE of ALL posts (£2,500+ value), including commodity deep dives, historical pieces and Layman's articlesContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a ONE-OFF lifetime payment. I plan on doing this for a LONG time, so this is a spectacular long-term option.A number of articles were mentioned in this video. You can read them using the links below.Bonds in Layman’s termsThe Gold Silver Ratio and potential arbitrage playPodcast/Video with Tim Price 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 John Carter of the superb Postcards From BarsoomIn this podcast, we focus mainly on the recent Canadian election and discuss:* Political structural powers* The geographic and voting layout of Canada* Why John Carter was NOT surprised at the recent result* The fact that Ontario has a higher debt than the state of California* The iconic meme that will arise* What Canadians have been doing and can-do moving forwards (not good news)* Ukrainada* Best- and worst-case scenarios for Canada moving forwardsI also highly recommend that you read Ukrainada and John’s recent post-mortem for the Canadian election. The links are below.John was also a guest on the podcast in August 2024. You can listen to that podcast episode below. In this episode we covered politics, various views of remigration/migration/immigration, jail for tweeting, two-tier policing, one party politics and much more.You can also connect with John on X!Become a PAID SUBSCRIBER/FOUNDING MEMBER TODAY and get £9,000 of value for just £12 a month!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (£3,000+ Value) - Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EXCLUSIVE EARLY ACCESS to ALL podcasts (£3,500+ value)* Access to FULL ARCHIVE of ALL posts (£2,500+ value), including commodity deep dives, historical pieces and Layman's articlesContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a ONE-OFF lifetime payment. I plan on doing this for a LONG time, so this is a spectacular long-term option.Thank you in advance for becoming a Paid Subscriber/Founding Member.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