The Contrarian Capitalist Podcast

Today’s podcast guest is Callum Thomas of the excellent Topdown Charts. Topdown Charts is a chart-driven macro research house focused on global asset allocation. Callum is the founder and managing shareholder of Topdown Charts. His career background is in multi-asset investment management in New Zealand and Australia, with a focus on investment strategy and economics.In this wide-ranging podcast/video, Callum Thomas discusses:* The S & P 500 and key technical levels to watch* Investor v Economic sentiment indicators* Why the broader case is to the downside rather than to the upside for the foreseeable future (hence the title of this podcast)* Hard data v soft data charts* A bonus chart too!* And much moreYou can also find Callum Thomas on both LinkedIn and X.NB - It was fantastic to be able to go through the various charts in relation to macro-economic data and the S&P 500. For those listening to the podcast, I would highly recommend watching the video.Become a Paid Subscriber/Founding Member TODAY!Gold. Silver. Metals & Markets. Generate wealth (both financial and freedom) through market analysis/information, expert podcasts & insights, educational writings & prudent Plan B information. Subscribe today!Contrarian Capitalist PAID Subscribers get:* Access to ALL Market Newsletters (Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries* EARLY ACCESS to all podcasts, featuring expert interviews/analysis on commodities, geopolitics and more* Access to the FULL ARCHIVE, ALL written articles, stock picks & watchlists and the CC Club/CommunityContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off lifetime investment!VIDEOEnjoy and please do subscribe to Topdown Charts! 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 episode features Charles Hugh Smith of Charles Hugh Smith's Substack and the popular Of Two Minds blog.In this episode we discuss:* Kessler Events and why the next one will be worse than the last* 8 headwinds that are among us* Why the Fed might not ‘save’ the economy* The 1960’s, 1970’s and the social changes that occurred in those decades* Changing demographics and what they mean* Skills and ways to protect yourself in the uncertain times ahead* Adaptability + Plan B importance* And much moreOur first conversation was recorded back in 2024 and you can listen to that below.I’d like to take the time to thank Charles Hugh Smith for coming back to The Contrarian Capitalist for round 2. I’d highly recommend that you check out Charles Hugh Smith's Substack and the popular Of Two Minds blog.You should also read A Decade of HeadwindsBecome a Paid Subscriber/Founding Member TODAY!Gold. Silver. Metals & Markets. Generate wealth (both financial and freedom) through market analysis/information, expert podcasts & insights, educational writings & prudent Plan B information. Subscribe today!Contrarian Capitalist PAID Subscribers get:* ALL Market Newsletters (Weekly Open, Weekly Wrap, Monthly Wrap) including charts, exclusive written & audio commentary* Access to personal stock picks & watchlists via the CC Club. Access to the paid subscriber only chat feature!* Exclusive audios/articles that aim to help you start generating true wealth (freedom & financial)Contrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off lifetime investment!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

In this engaging discussion, Matthew Piepenburg, a finance pro and co-author of Gold Matters, delves into vital topics like the significance of bond yields as market indicators and the implications of rising national debt. He critiques U.S. monetary policy's impact on global economies while emphasizing the timeless value of gold as a safeguard against inflation. With insights on tariffs, central bank policies, and the need for financial education, Piepenburg encourages listeners to think critically about their wealth preservation strategies.

Today’s podcast features Chris Stadele of the popular LiveSquawk Commodity Corner newsletter.In this thoroughly informative podcast, Chris and I discuss:* Tariffs/recent exemptions and non-exemptions on commodities* The 1 element that Chris is quasi-bullish on - and why* A recent company CC invested in and why (not a financial recommendation)* A plethora of elements including gold, silver, platinum, palladium, rhodium and the potential outlooks and plays that are available* The importance of having physical metals as part of your portfolio* And much moreYou can keep in touch with Live Squawk using the following links:https://x.com/ChrisStadelehttps://x.com/LiveSquawkhttps://www.livesquawk.com/https://www.linkedin.com/in/chris-stadele-7672304/The Contrarian Capitalist aims to help you become wealthier & a better investor through educational writings, market analysis, expert podcasts & prudent Plan B information. Subscribe today + join the growing community!Contrarian Capitalist FREE subscribers get:* Access to podcast/audios on Tuesdays and Thursdays* 1 free written article on Wednesdays (sometimes this is a podcast/audio)Contrarian Capitalist PAID Subscribers get:* Access to ALL Newsletters – Weekly Open + Weekly & Monthly Wraps (includes charts + commentary of major indices, metals & more)* Access to my personal stock picks, watchlists & Market/Plan B insights through the CC Club + Community* The ability to become a better investor through educational pieces & prudent Plan B information that aims to help protect you & your familyContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!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 features Andreas Jones, Father, Husband, and Army Combat Veteran. Andreas Jones is the Founder and Editor of KindaFrugal.com, the Well & Wealthy Newsletter and also the Author of Financial Dignity.YOU CAN WATCH THE VIDEO HEREIn this thoroughly informative podcast, we discuss:* The importance of outlining your finances and where you stand at the moment* Why visions and values are imperative for financial and lifestyle success* Plan B both geopolitically and financially* The 1 big barrier in the way that could be stopping YOU right now* Practical steps for you to get started with so that you can change your life* And moreThis personal finance and Plan B masterclass was a joy to be a part of. It was superb to be able to share our experiences and also to add value. We hope that you are able to take away a lot of useful and practical information from this podcast.NB - The book link in the bio above is NOT an affiliate linkThe Contrarian Capitalist aims to help you become wealthier & a better investor through educational writings, market analysis, expert podcasts & prudent Plan B information. Subscribe today + join the growing community!Contrarian Capitalist FREE subscribers get:* Access to podcast/audios on Tuesdays and Thursdays* 1 free written article on Wednesdays (sometimes this is a podcast/audio)Contrarian Capitalist PAID Subscribers get:* Access to ALL Newsletters – Weekly Open + Weekly & Monthly Wraps (includes charts + commentary of major indices, metals & more)* Access to my personal stock picks, watchlists & Market/Plan B insights through the CC Club + Community* The ability to become a better investor through educational pieces & prudent Plan B information that aims to help protect you & your familyContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!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

Todays episode offers an incredible insight into all things to do with US + Global Banking, The Federal Reserve and Gold.Dr Nomi Prins is a geo-macro economist, Founder of PRINSIGHTS GLOBAL, and best-selling author of 7 books. She is a tireless advocate of real financial reform including the establishment of a National Infrastructure Bank, the legislation for which she has been working on for over 4 years and it’s currently making its way through Congress.In this episode we discuss:* The recent Fed rate cut* Why the Fed is putting Wall Street over Main Street* Basel III Regulations* The intricacies of the Global Banking System* Why the US-China rivalry is a good signal for goldIt was brilliant to sit down with Dr Nomi Prins and I hope that you enjoy this podcast as much as it was a pleasure to record.I’d also highly recommend checking out these 2 articles.The US-China Rivalry Signals Green Light for GoldPolitics, Power and Another Fed MisstepAnd also the Prinsights Substack.SPECIAL OFFERAs a massive thank you to you and for your early and continued support of the Substack + Podcast, it is a pleasure to offer you 50% off of ALL monthly and annual subscriptions FOR LIFE. There is even a one off lifetime option available too!! This offer will end before I head off to Mexico in January 2025.Thanks again for your continued support, for being a Contrarian and for being a subscriber!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

In order to celebrate reaching 2,000 subscribers, I’m offering 30% OFF FOR LIFE on ALL monthly and annual subscriptions. Use the button below to claim this offer. Must be redeemed by Monday 14th April 2025.Thank you in advance for becoming a 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 episode features the excellent Doomberg!YOU CAN WATCH THE VIDEO HEREIn this episode we discuss:* OPEC, their recent decision and why this is a big relief for Europe (for now)* Natural Gas* Energy equilibriums between Coal, LNG + Brent Crude and how this could affect markets moving forwards* Agenda 47 from Trump* And moreIt was a pleasure to be able to speak with Doomberg. I’d highly recommend you go and check out Doomberg’s Substack, www.doomberg.com and also suggest reading these 2 recent articles.Punctuated EquilibriumFull TankPlease share this post with your network as this message/information is incredibly important. Especially Agenda 47 as highlighted in the recording!To celebrate reaching 2,000 subscribers, CC is offering 30% OFF FOR LIFE on ALL monthly and annual subscriptions. Must be redeemed by Monday 14th April 2025.The Contrarian Capitalist aims to help you become wealthier & a better investor through educational writings, market analysis, expert podcasts & prudent Plan B information. Subscribe today + join the growing community!Contrarian Capitalist PAID Subscribers get:* Access to ALL Newsletters – Weekly Open + Weekly & Monthly Wraps (includes charts + commentary of major indices, metals & more)* Access to my personal stock picks, watchlists & Market/Plan B insights through the CC Club + Community* The ability to become a better investor through educational pieces & prudent Plan B information that aims to help protect you & your familyContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!Thank you in advance for becoming a 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 Nicole Vilaca of Work, Wealth and Travel & Worldwise Capital. Nicole is an avid traveller, a true internationalist and has spent time living and travelling in a number of countries on a number of continents.YOU CAN WATCH THE VIDEO HEREIt was an absolute pleasure to be able to chat with Nicole. We spoke about a wide variety of subjects and countries, including:* The importance of travelling* Why Latin America is currently the Plan B hotspot* Tax efficiency, lifestyle + why a Plan B is not just a ‘one size fits all’ solution* Various ways to get Plan B up and running* Geopolitics and why this likely makes Latin America the best place at the moment* The next steps for you to take to help you execute your Plan B Contact InformationIf Plan B is something that you are seriously thinking about or want to know more about, then you can find Nicole’s blog at Work, Wealth and Travel. You can also connect with Nicole and her team at Worldwise Capital and also find her on YouTube.The Contrarian Capitalist aims to help you become wealthier & a better investor through educational writings, market analysis, expert podcasts & prudent Plan B information. Subscribe today + join the growing community!Contrarian Capitalist FREE subscribers get:* Access to podcast/audios on Tuesdays and Thursdays* 1 free written article on Wednesdays (sometimes this is a podcast/audio)Contrarian Capitalist PAID Subscribers get:* Access to ALL Newsletters – Weekly Open + Weekly & Monthly Wraps (includes charts + commentary of major indices, metals & more)* Access to my personal stock picks, watchlists & Market/Plan B insights through the CC Club + Community* The ability to become a better investor through educational pieces & prudent Plan B information that aims to help protect you & your familyContrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!Thank you in advance for becoming a 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

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