The Contrarian Capitalist Podcast

Today’s podcast guest is Ben Kelleran, Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.A special shout out to E.M. Burlingame or E.M.’s Newsletter for putting us in touch in the first place.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTBen discusses:* Oil and targets* Gold* Platinum. How it is both underrated and undervalued * Synthetic markets* A Kontrarian take on the future of AI * The DXY and the death of the Euro* Migration/Immigration and social challenges that are on our doorstep* The global elite, a potential end game and possible Mad Max scenarios * And much moreContact InformationPlease connect with Ben Kelleran at Kontrarian Korner on Substack.Or on XYou should also read this post about the company that Ben mentioned in the recording.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.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

Podcasts/Videos and posts mentionedThe newly branded Commodity Wrap (Fridays) & Market Wrap (Sundays)Market Wrap 10/08/2025 - Nikkei Up 6%, US Markets Rally, Dip Buyers in Control!X Posts/News ArticlesWhite House says Alaska summit with Putin on Friday will be 'listening exercise' for Trump - follow live - BBC NewsThank you for being part of The Contrarian Capitalist community!Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.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 Justin Huhn, Founder & Publisher at Uranium Insider.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis wide-ranging conversation covered:* The dynamics of the Uranium market since 2016* Why everything is aligning for a Uranium bull market* Spot v Term pricing and why contracts might be the sticking point moving forward* Why $100 spot price in the future will be a piece of (yellow) cake* Geopolitical aspects (West v East) of Uranium and energy* SMR’s, their functions and the electricity grid* Mining stocks* And much moreContact InformationYou can connect with Justin Huhn on LinkedINAnd also at Uranium Insider.ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month (starting from $9.17 USD).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

Podcasts/Videos and posts mentioned4 reasons the Yen Carry Trade could blow up - In Layman's TermsNews ArticlesBank of England cuts interest rates to 4% - live updates - BBC NewsJapan's population falling with 900,000 more deaths than births in 2024Laffer Curve & SourceThank you for being part of The Contrarian Capitalist community!Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.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 Miles Harris, who has a BSc and Master’s in Economics. Mr Harris has been studying financial crises since 1999: Russia, Asia, Argentina, and the 2008 collapse. History doesn’t repeat; it rebrands.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThe financial world is not what it seems. In this episode, you will learn about:* Financial Colonialism* The importance of credit creation* Financial system plumbing* Richard Werner’s work* Stablecoins and CBDC’s* Triffin Dilemma* The current administration knows what they are doing financially* The dangerous world of tokenization* Historical land grabs and parallels between then and now* Was the renaissance era created as the wealthy needed and wanted a new asset class to further enhance feudalism?* Banking crisis of the 1340’s* And much moreContact InformationYou can connect with Mr Harris on:YouTubeSubstack = Miles HarrisXTikTokALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.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 Bald Guy Money, who posts about metals, macroeconomics, and statistical analysis.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTKey Topics discussed include:* Gold, silver, and commodities - Why hard assets are shining.* The virtue of patience in the precious metals space.* 1985 Plaza Accord vs. today - Historical lessons for modern markets.* Catalysts fuelling the gold and silver price increases.* Stablecoins and their impact on money supply.* GENIUS Act 2025: Why US Treasuries are in demand (again).* BGM’s top tips for thriving in turbulent times.* And much more!Contact InformationYou can connect with Bald Guy Money on YouTube, X and over at PatreonALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.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 the legendary Rick Rule, President and CEO at Rule Investment Media LLC and a well-known investor in natural resources and conventional financial services.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* The recent Rule Symposium in July 2025* Newmont’s recent results and what this could entail for the rest of the mining industry* $10,000 Gold & why this is likely based on the current economic situation i.e. USD to lose purchasing power* What happens to Silver as a result* What 50 years of market experience has taught Rick about commodity bull markets* Mining risks and rewards* Why country risk in mining is skewed incorrectly and stereotypically* Battle Bank update* A special offer from Rick Rule SymposiumWe started the podcast by talking about the recent Rule Symposium in Boca Raton, Florida, which was held at the start of July.You can access all of the online content at the Rule Symposium and watch it from the comfort of your own home!Contact InformationRick Rule has kindly offered a free mining stock analysis for investors. Please go to www.ruleinvestmentmedia.com to take advantage for this. I’ve done it twice in the last 3-4 years and have found it to be an incredibly useful service!For more information about Battle Bank and what they can offer, then please visit their website.You can follow Rick Rule on XALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.Thank you in advance for becoming a Paid Subscriber/Founding Member.CCRick Rule first appeared on the podcast back in 2024. You can listen/watch that episode 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

Today’s podcast guest is David Materazzi, investment research specialist and CEO of the automated trading platform, Galileo FX.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis is a very wide-ranging conversation that covers a plethora of topics, including:* Free-market capitalism vs Fake Capitalism* Why and how authoritarianism is on the rise* Systems, structures and the pros and cons of what we currently have* Freedom of speech* Individual liberties* Small Government vs Big Federal Government* Inflation - where it comes from* Economics 101* And much moreContact InformationPlease do connect with David/Galileo FX on Instagram, Facebook and X (David), and X (Galileo FX)ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.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 distinguished podcast guest is Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* Gold* Silver* The key Gold to Silver ratio to watch out for* Mining companies* The biggest wealth generating opportunity that is on our doorstep* Bond Yields and the warning signal that they are sending* Financial history and why it is fundamental to understand* Democracies and Republics* And much moreContact InformationYou can connect with Jaime Carrasco on:XLinkedInHarbourfront Wealth ManagementIt would also be beneficial to read this thread on X as well.ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.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

Adrian Day is Chairman and CEO of Adrian Day Asset Management, a registered Investment Advisory firm. He is also editor-in-chief of Global Analyst, an e-mail newsletter published by Investment Consultants International, Ltd.NB - These are two distinct service businesses and should not be confused with one another.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTThis podcast episode covers:* Gold* Silver* Mining stocks and main reasons they are cheaper today than they were 12 months ago* Trump v Powell* US Debt and why it is a ticking timebomb* US Treasury Issuance and challenges that lay ahead* QE will likely come back and this will enhance inflation* Equity outflows and why emerging markets are presenting very good opportunities* And much moreContact InformationPlease visit the Adrian Day website for more information.You can also get in touch with Adrian and his team by emailing assetmanagement@adrianday.comALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.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