The Contrarian Capitalist Podcast

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

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