Kontrarian Korner

I hope everyone had a good Memorial Day weekend. I recently had Matt Warder, who recently took over The Coal Trader, on the podcast. You can also watch it on YouTube here. He is an expert on all things coal. We chatted for an hour on the coal sector and some the stocks that might be interesting to you. You can find him on Twitter as well. We talked about Matt’s thoughts on a bunch of other coal related topics, including:* The long term future of the sector.* His thoughts on buybacks.* Peabody, their Centurion mine, and Elliott heading for the exit.* Warrior Met Coal being very attractive below $60, and the plan for Blue Creek over the next couple years.* We also discussed Alpha Metallurgical Resources, Consol Energy, Whitehaven, Corsa Coal, Glencore and Teck. * Matt’s Book Recommendations: Thinking, Fast And Slow by Daniel Kahneman & Narrative Economics by Bob Shiller.Note: Since this podcast was recorded, Elliott Investment Management filed to sell their remaining 1.4M shares of Peabody Energy BTU .Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

I had Phil Gibson as the first guest on the Kontrarian Korner podcast. If you want to read his work, you can find his Substack at QPOL. If you want to watch it on YouTube, check out my channel here.We talked about multiple topics, including: * Fed policy, and the potential to put gold on the yield curve* The different factions on the geopolitical chessboard* His thoughts on Bitcoin, why he owns it, and why he thinks everyone should own some.* I asked him how investors new to Bitcoin (me) could dollar cost average into Bitcoin* Book Recommendation: The House Of Morgan by Ron ChernowKontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

A quick hit introduction on my background as an investor and how I got to writing on Substack and starting a podcast. Check my stuff out on Substack at https://www.kontrariankorner.com/ or on Twitter at https://twitter.com/BR_Kelleran. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe