The Contrarian Capitalist Podcast

Welcome to the 2025 predictions preview.The audio content is above and for those that would like to read the predictions then they are below:2025 will certainly be an interesting year to say the least! A lot will happen and there will very likely be increased volatility worldwide.As always, there will be an abudance of opportunities available and I will be doing my best to interview a wider range of people and bringing their knowledge and expertise to the CC community!Happy New Year and if you have not yet subscribed to Contrarian Capitalist then please do so using the button below. There is also a special offer available until Monday 13th January 2025 (use the same button below). 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 2024 predictions review.Spoiler alert - 2024 was not a great year for my predictions!!The review audio is above and the original podcast for the 2024 predictions is below.For those that would prefer to read the predictions then they were as follows:Although they all seemed reasonable at the time, it is fair to say that upon reflection they did not too well.Using a basic scoring system, I can only give myself 1 point out of 6.Hopefully the 2025 predictions (podcast + post out on 2nd January) will be better than 2024.Happy New Year and if you have not yet subscribed to Contrarian Capitalist then please do so using the button above. There is also a special offer available until Monday 13th January 2025 (use the same button above). 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 features Chris Vermuelen, Founder & Chief Investment Officer at The Technical Traders. In this episode we cover:* The Santa Claus rally into early 2025 for the markets* Gold + Silver technical analysis + likely price movements moving forwards* Why oil will likely go down (and potentially how far it could fall)* 3 good ways to potentially profit from a recession* Some warnings with regards to stocksYou can e-mail The Technical Traders at Support@thetechnicaltraders.comOr visit the website at www.TheTechnicalTraders.comOr buy Chris’s book called Asset Revesting (not an affiliate link)A massive thank you to Chris Vermeulen for appearing on the podcast and for sharing his insights. I look forward to chatting again in the summer of 2025.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 move to Mexico on Monday 13th 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

Todays episode with Alex Krainer of I-System TrendCompass offers a superb insight into all things Syria, The Middle East, Banking and historical examples of market crashes as a result of the continuing thirst for commodities and world dominance.In this episode we cover:* Syria* The Middle East* The trap that the West has fallen into* Russia/China* Commodities* The Spanish Empire and how their plundered gold and silver created economic issues in Europe* Banking and how it has (and will continue) to shape the worldA big thank you to Alex Krainer for taking time out of his day to appear on the podcast and to have an honest and realistic chat.We mentioned Syria and looking at a map of the area. Please see the images below.Alex also mentions an arc around Russia. Please see a map below that helps to highlights how the British Empire has helped to cause a crescent of chaos around Russia.You can also follow Alex on XOr on Substack at Alex Krainer Or the I-System TrendCompass 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

Ronnie Stoeferle, a seasoned fund manager and author of the acclaimed "In Gold We Trust report," delves into the intricate gold market. He discusses key drivers influencing gold, including seasonal trends and the impact of geopolitical tensions. Stoeferle emphasizes the importance of a 14% to 18% gold allocation in portfolios during inflationary times and examines the effects of a weakening U.S. dollar. With insights on China's central bank's purchasing habits and potential monetary resets, he compellingly outlines gold's role as a stabilizing asset.

Todays podcast and video (below) features Kevin Wadsworth from Northstar & Badstar charts.Bitcoin has gone through the $100,000 barrier and through detailed technical analysis, Kevin Wadsworth is able to show us the likely outcomes moving forwards.In this podcast/video we also look at:* Bitcoin v Gold charts* Silver (including a good looking cup and handle pattern)* US Bond Yield charts* Mining Stocks v Gold* Trading v stacking difference in mentality* Some suitable fiscal management recommendationsThere is a lot to learn so I would strongly suggest that you listen to/watch the video a multitude of times!You can find Northstar on X or at Northstarbadcharts.comVideoContrarian Capitalist Special OfferThere was special no ‘‘Black Friday/Cyber Monday SALE because there is an ongoing special offer for 50% off for LIFE on Monthly & Annual subscriptions. There is also a one off lifetime option too. Use the button below to redeem by Monday 13th January 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

Ukraine has struck Russia with long range US missiles. This is a very good example of a headline or an event that can turn the markets very quickly.This is why it is important that you must prepare appropriately. The fundamentals of Gold have not changed. There is a lot of geopolitical uncertainty out there and that is very likely to be the case moving forwards. Gold is a very good way to protect your wealth and your purchasing power.The same applies when getting screwed over by your Government through taxation and/or inflation. There have been Farmer Tax Protests in London today due to changes in tax law due to the last UK Autumn Budget.Plan B is imperative!I’ll be back with another podcast about Gold ownership this week and also the Friday weekly wrap as per usual.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 move 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

Todays episode with Charles Hugh Smith deep dives into central planning and why too much of it is making the world a very ugly place at the moment.In this episode we cover:* China’s Housing Bubble/Housing Market* The UK and its counting of chickens* Housing distortion in the USA and the EU* The ideological and planning differences between China/Russia + The West* Housing and agriculture* What we would do if we were in charge of central planning for the worldI’d like to take the time to thank Charles Hugh Smith for appearing on the podcast. It was an absolute pleasure and very much look forward to catching up in 2025.I would highly recommend checking out Charles’ Substack.VideoCharles Hugh Smith’s SubstackSPECIAL 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 move 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

Todays episode with Robert Bryce offers an extremely valuable insight into all things energy and how governments and big companies don’t seem to be taking supply side challenges into account when planning for the future.In this episode we talk about:* Electrification* Hydrogen/Green Hydrogen* Inflation and its impact on infrastructure* Nuclear* 2 Things Robert would do if he were in charge of energy policy.I’d like to thank Robert Bryce for taking the time out of his day to share his in depth knowledge of energy matters.VideoNumerous articles are referred to throughout the episode. You can find them all on Robert’s Substack.Robert recommended the below video: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 move 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

Todays episode with Lobo Tiggre (Speculator, Analyst + Author of Independent Due Diligence reports at Independent Speculator), will take you through the recent trends in Silver as well as the potential AI play in Uranium and how this could affect the Uranium sector moving forwards.In this episode we cover:* Silver* Gold* Uranium* Copper* Oil* The underlying fundamentals for all of the above commoditiesThank you to Lobo Tiggre for a superb discussion and for offering a fantastic insight into what is happening at the moment.Please do go and check out https://independentspeculator.com/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 move 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