The Contrarian Capitalist Podcast

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comToday’s podcast guest is Adam Rozencwajg.Adam Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg (G&R), a leading natural resource investment firm headquartered in New York City. With nearly two decades of experience in commodity and natural resource investing, Mr. Rozencwajg is widely regarded as an authority in the field, known for his contrarian deep-value approach and rigorous, original research across long-term commodity cycles.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 11th December AMIn this wide-ranging podcast, Adam A. Rozencwajg discusses: * The carry cycle and its correlation with commodities* Whether Gold is currently cheap or expensive* The Gold to Oil ratio and what its current level tells us* Is oil supply being overstated?* Demand and land factors affecting oil* Why there is still some potential room to run in coal* Copper outlook* What Silver is telling us at the moment* And much moreContact InformationYou can download the excellent Q3 Commentary by visiting https://www.gorozen.com/commentaries/2025-q3Goehring & Rozencwajg manages a global, long-only natural resource strategy designed to provide broad, diversified exposure to the full natural resource complex. The firm is distinguished by its original research, decades of sector expertise, and long-term track record across multiple market cycles.ALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!

Today’s podcast guest is Trader Ferg, a true Contrarian who has been a ‘‘Full-time trader for 9 years’’ and who has a ‘‘habit of hanging out in hated corners of the market that are uninvestable".AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 9th December PM. Many companies and ETF’s are mentioned throughout the recording. These are not to be taken as financial advice/recommendations. Always do your own homework and manage risk properly. We are not financial advisors.In this wide-ranging podcast, Ferg discusses: * 2 Tin companies worth keeping an eye on* Supply dynamics for Platinum, Palladium, Rhodium and Copper* Why the future is bright for PGMs but not necessarily Copper* How to potentially profit from oil services moving forwards* Why getting out of USD exposure could be wise moving forwards* Quasi Exchanges* And much moreContact Information & Previous RecordingsYou can find Trader Ferg on Substack and X.You can listen to our previous conversation below.Three must read articles from Ferg include:The Platinum Stock Supply Crisis by Dr. David Davis - Auctus Metals: Expert Precious Metal Portfolio Management ServicesALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

Welcome to Mid-Week Macro for Wednesday 10th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketGiven that the Fed just cut rates by 25bps, it is no surprise to see that Polymarket has the odds of ‘no rate cut’ in January 2026 at 81%. I would have it a bit higher but that could depend on that delayed jobs report, which is due out on 16th December.Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Podcasts/Posts/News Links$60 SILVER IS HEREUS could ask tourists for five-year social media history before entry“Bud Light” Moment Hits Cracker Barrel: Stock Crushed, Traffic Slides, Guidance SlashedDeep Discounts Tempt Indian Refiners To Seek Non-Sanctioned Russian Oil2-Hour Private Strategy Call with The Contrarian CapitalistMore and more people are asking for 1 on 1 calls to discuss a plethora of topics. I’ve now created a 2-hour private call with myself; the button below is also at a special price of just $147, valid until 31st Dec 2025.A focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. NB - I am not a financial advisor and PAID SUBS GET A DISCOUNT (behind the paywall)Thank you Tom Weiss, Dana, and many others for tuning into my live video! Join me for my next live video in the app. 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 episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 8th December AM. A lot of charts are discussed, so it is advised to watch the video.Please also provide feedback on this video. If you would like to see more chart analysis from Tom (other commodities etc) then please do let us know by leaving a comment or getting in touch!Tom discusses:* Silver charts from 1802, including a significant price target for the late 2020’s* Silver and Gold similarities between the 1970’s and 2020’s bull runs* $9,250 Gold by 2028* S&P to Gold ratio from 1921 to present day* 165 years of Oil v Silver* Is an 80% Bitcoin crash to happen?* And much moreContact InformationYou can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.ALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

Today’s episode features Senior Market Commentator Rudy Havenstein, of the popular A Havenstein Moment. Substack.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 5th December AMA multitude of topics were discussed, including:* Why you need to know who Rudolf Havenstein was* The financial and economic parallels between the Weimar Republic and 2008 onwards* Inflation and the fascist capitalism of politics* Deficit spending and cutting back financial waste* Politics and power - the unbreakable bond* Debt Spirals & Yen Carry Trade coming to an end* Who is at the head of the illegal drug food chain* Rudy’s most memorable concert* And moreContact InformationYou can connect with Rudy on X and also on Substack at Rudy Havenstein and A Havenstein Moment. Rudolf Havenstein - WikipediaParliament Ltd: A journey to the dark heart of British politicsALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

Today’s episode features Jay Martin, President & CEO of Cambridge House International Inc. and host of The Jay Martin show.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 2nd December PMJay Martin discusses:* U.S, Venezuela, Cuba and Russia* The importance of the Mississippi River and Louisiana* Various choke points around the world i.e. Suez Canal, Malacca Strait* Why Canada might tentatively be back on track* Efficient debt v inefficient debt spending* China v The West - the politics differences that help to shape the world* Will Trump run for a 3rd term?* The Vancouver Resource Investment Conference on 25th & 26th January 2026* And much moreContact InformationSince 2011 he has expanded Cambridge House from Canada’s leading junior mining conferences to become Canada’s most recognizable brand in public venture capital. Today Cambridge House produces the largest investment conferences in the country in natural resources and hosts the largest video library of investment content in Canada.You can connect with Jay Martin at Cambridge House.And on The Jay Martin show on YouTube.NB - The Vancouver Resource Investment Conference is on 25th & 26th January 2026.Vancouver Resource Investment Conference 2026 TicketsALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

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. AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 2nd December PMJohn cuts through the noise with regards to:* Inelasticity of gold and silver* CME’s recent ‘cooling challenges’* The 293-million-ounce silver deficit forecast for 2026* Gold, Silver, Copper, Uranium, Oil and the miners* Key factors to take into consideration when picking miners* Why big money is only just starting to enter the commodity space* Why precious are on an upwards trajectory for a long time* And much moreContact Information & Previous RecordingsYou can connect with John at John Rubino’s SubstackOur previous podcast/video can be found below.ALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

Welcome to the Mid-Week Macro from The Contrarian Capitalist.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone.Free 1-Hour Financial Strategy Session ($700 value)Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Kevin Hassett was the name that I could not remember on that live video. The odds of him being the Fed Chair nomination are extremely high.2 must read posts (and other news links)James Eagle of Killer Charts penned this really good article (with great diagrams) that show that advanced economies carry far more debt that emerging markets.And Guardian Research also penned a well-written commodities article. Highly recommended reading.Putin Says ‘Ready For War’ Against Europe If Attacks On Russian Tankers, Energy ContinueBarrick Seeks to Spin-Off US Operations, Hits 13 Year Highs on News | ZeroHedgeUS moves to deepen minerals supply chain in AI race with ChinaDrunk raccoon found passed out on liquor store floor after breaking inMiliband warned that UK data centre boom risks guzzling gasLabour plans to ban wood burners to bring Britain on par with EUSmall Business Job Losses Soar In November; ADP | ZeroHedgeTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

Today’s episode features Dr Nomi Prins, macro-economist, geopolitical financial expert, best-selling author and founder of Prinsights with Nomi Prins, a geopolitical financial and macro-economic analysis company.Nomi has held key positions on Wall Street including as a managing director at Goldman Sachs, a senior managing director at Bear Stearns in London, a strategist at Lehman Brothers, and an analyst at the Chase Manhattan Bank.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 1st December AMDr Nomi Prins discusses:* Projected Fed rate cuts for December* Why 100bps of cuts are likely for 2026* Why a new Fed chair is likely to be dovish and what this means for the current administration* How the above will impact U.S Equity markets moving forwards* Supply & Demand economics for gold, silver, copper, platinum, palladium and uranium* The importance of stepping back from the noise and seeing the much larger picture for commodities* And much moreNB - We spoke about who could be the new Fed Chair come May 2025. It looks very likely that this will be Kevin Hassett.Contact Information & Previous RecordingsI highly recommend that you connect with Dr Nomi Prins and Prinsights with Nomi Prins on Substack.Our 2 previous conversations are below:And the following 2 articles are also highly recommended reading.ALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.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

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!