The Contrarian Capitalist Podcast

Today’s podcast looks at a number of topics including:* A potential $500+ BILLION Social Security Fraud in the USA* JD Vance telling it like it is in Munich* UK ready to send troops to Ukraine* EU throwing their toys out of the pram at JD Vance* USA/Russia peace talks* Russia NOT being the enemy of the EU* General podcast and housekeeping updates* & MoreNB - Picture is from Elon Musk’s X post + also note that I mention that the last Fort Knot audit was in the 1950’s. This is incorrect as the ‘last so-called "audit" of America’s gold reserves took place on September 23, 1974’. Thank you Jesse Colombo for mentioning that in a recent post.Contrarian Capitalist FREE subscribers get:* Free access to podcast/extra audios on Tuesdays and Thursdays* 1 free written article on WednesdaysContrarian Capitalist PAID subscribers get:* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)* Access to the CC community on Substack Chat.* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights* Plus everything that free subscribers get access to (see above)Contrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!NB - If you unsure about becoming a paid subscriber then take advantage of the FREE TRIAL (if you have not already done so). Just use the button below for your 7-day FREE TRIAL. 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 explores the following topics:* Central banks buying Gold and a run on the physical bullion market(s)* Trump + Putin Chat but don’t expect peace instantaneously* DOGE & Unemployment numbers moving forwards (THE UK NEEDS ONE TOO)* Why Gold going up is actually the US Dollar going down* How and why the USA is gearing up for a possible Gold backed monetary resetSpecial OfferI recently made a mistake in the back office of Contrarian Capitalist with regards to some welcome e-mails. As a result of this, please find a button below for 50% for LIFE on ALL monthly and annual subscriptions. This offer ends on Monday 17th February 2025!Contrarian Capitalist FREE subscribers get:* Free access to podcast/extra audios on Tuesdays and Thursdays* 1 free written article on WednesdaysContrarian Capitalist PAID subscribers get:* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)* Access to the CC community on Substack Chat.* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights* Plus everything that free subscribers get access to (see above)Contrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!I recently made a mistake in the back office of Contrarian Capitalist with regards to some welcome e-mails. As a result of this, please find a button below for 50% for LIFE on ALL monthly and annual subscriptions. This offer ends on Monday 17th February 2025! 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 week has seen a bit of behind-the-scenes work done on CC. During this process I realised that a terrible mistake had been made. New Free subscribers were receiving an e-mail with a special 50% off voucher (for monthly and annual subscriptions) for LIFE.However, when you clicked on that link then you would have gone to a page where there was no special offer. My absolute apologies for this. First impressions are vital and this is far from a good first impression!As a way to atone for this mistake, please find below a button for 50% off all monthly and annual subscriptions for life (all benefits from being a paid subscriber are listed below the button).This offer is valid until Monday 17th February 2025!A reminder that Contrarian Capitalist FREE subscribers get:* Free access to podcast/extra audios on Tuesdays and Thursdays* 1 free written article on WednesdaysContrarian Capitalist PAID subscribers get:* Access to the Weekly Open Newsletter (looking at the week ahead with charts from the major indices, metals and commodities)* Access to the Weekly Wrap Newsletter (looking back at the week with charts from the major indices, metals and commodities)* Access to the Monthly Wrap Newsletter (where we look at the month just gone including monthly charts of major indices, metals and commodities)* Access to the CC community on Substack Chat.* Access to the CC Club. The most personal information including stock picks, exclusive podcasts + personal insights* Plus everything that free subscribers get access to (see above)Contrarian Capitalist FOUNDING MEMBERS get:* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off investment!Apologies once again and this offer is valid until Monday 17th February 2025! 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 podcast looks at the importance of having a physical position in Gold (and probably Silver as well). Please note that none of this is financial advice and you should ALWAYS do your own homework with regards to your investments.A big wealth transfer is happening at the moment. It is important that you are on the correct side of this. This is why The Contrarian Capitalist does these podcasts and adds value like this. It is important to help as many people as possible!The podcast looks at the following reasons that you might want to own gold:* Screwed up monetary policy* Geopolitical risks* Trading risks (tariffs etc)* Central Bank Demand* And moreBecome a paid subscriber & get access to the exclusive weekly wrap and weekly open newsletters (they do the hard work so you don’t have to) and also gain access to the chat2 highly recommended podcasts/videosGary SavageGary Savage - $7,000 Gold and $50 Silver will be a piece of cakeKeith WeinerKeith Weiner - Trump's tariffs will have a big impact on gold and silver one way or another 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 podcast looks at why trading the metals markets requires a different mentality from just holding a physical position in the metals.I fully appreciate that there will be Contrarians that:* Just hold a physical position and do NOT trade* Just trade and do NOT hold any physical metals* Are a hybrid and trade and hold physicalUltimately, a different mentality is needed for trading and holding physical.This podcast episode dives into that as well as gives an update on the tariff situation with Mexico, China and Canada.Become a paid subscriber & get access to the exclusive weekly wrap and weekly open newsletters (they do the hard work so you don’t have to) and also gain access to the chatChina Strikes BackZerohedgeFinancial Times 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

Paying through the nose for various bills and to live day to day life is not a good thing. Sometimes we are being taken for a ride by our local government, local councils and central government too.Todays podcast looks at a raft of recent stories from the UK that include:* Latest Government Infrastructure projects and why they are good but probably very inflationary* Council Tax Bill increases of up to 25%!!!* Water Bills going up* How funny/sad it is that travelling from Cornwall to Cheshire is cheaper via Malaga than using the UK rail network* A potential inflation hedging solution (not a financial recommendation)Become a paid subscriber and get exclusive access to the market weekly wrap newsletter, the weekly market open newsletter and access to the chat group!It’s not all doom and gloom though.You can protect your portfolio and life by having a Plan B and by owning assets that protect you (and your family) against inflation and other nasty increases!00 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 podcast/video (podcast above and video below) features Keith Weiner of Monetary Metals. It was brilliant to be able to sit down with Keith and to talk about a wide range of subjects, including:* The potential impact of Trump’s tariffs on the gold and silver markets* Why there is a scramble for delivery of bullion at the moment * Gold Leasing* Gold BondingNB - We recorded this podcast BEFORE the Federal Reserve’s rate announcement on Wednesday 29th January 2025.You can follow Keith on LinkedIn and XFor more information about Leasing and Bonding then please do check out the Monetary Metals website at www.monetary-metals.comBecome a paid subscriber and get exclusive access to the market weekly wrap newsletter, the weekly market open newsletter and access to the chat group! 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

China is miles ahead of the rest of the world in terms of the race for green supremacy.In this podcast we will look at a recent article in the Financial Times and dissecting their narrative and why and how the west is so far behind their counterparts in the East.The full article from the Financial Times is also below along with a recent podcast recommendation.I’d highly recommend that you check out the recent podcast episode with Erik Townsend as Erik discussed the nuclear Henry Ford moment that is coming up!The Contrarian Capitalist is a reader-supported publication. Please becoming a free or paid subscriber and join the other Contrarians :-) 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 with MacroVoices podcast host Erik Townsend (podcast above and video just below) explores the future of nuclear energy, thorium reactors and looks at the current energy policies that are in place across the world.In this episode Erik discusses:* Energy Strategies from China, Germany, France and the USA* Why China is so far ahead of anyone else in the world* The 1 big piece of political red tape that needs to be removed* Thoughts for the future of energy* Thorium reactors and their associated costs (prepare to be blown away by this!)To stay up to date with new podcast releases and content then please subscribe to Contrarian Capitalist using the button below.Extra ContentBioSoftware entrepreneur (90s) 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).Copenhagen AtomicsPlease go and watch at the recent Macrovoices videos that Erik recorded with Thomas Jam Pedersen of Copenhagen AtomicsEpisode 1Episode 2A 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. 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 with Gary Savage, President of Smart Money Tracker (podcast above and video below) looks at Gold, Silver and the major indices.Gary explains why $7,000 Gold and $50 Silver will be a piece of cake and also shares his thoughts with regards to the major indices and more.In this episode we cover:* Gold* Silver* Major indices* Mistakes traders make* Why physical bullion is useful in a portfolioIf you enjoyed this content then please do subscribe to Contrarian Capitalist in order to keep up to date with when podcasts are released.A big thank you to Gary Savage for taking out of his day to appear on the podcast and to have an honest and realistic chat about what he is seeing in the markets at the moment and for his thoughts about 2025 and beyond.You can also follow Gary on XOr at the smart money tracker investing newsletter 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