Episodes
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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 more
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2 highly recommended podcasts/videos
Gary Savage
Gary Savage - $7,000 Gold and $50 Silver will be a piece of cake
Keith Weiner
Keith Weiner - Trump's tariffs will have a big impact on gold and silver one way or another
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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 physical
Ultimately, 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.
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China Strikes Back
Zerohedge
Financial Times
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Missing episodes?
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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)
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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
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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 Bonding
NB - We recorded this podcast BEFORE the Federal Reserve’s rate announcement on Wednesday 29th January 2025.
You can follow Keith on LinkedIn and X
For more information about Leasing and Bonding then please do check out the Monetary Metals website at www.monetary-metals.com
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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!)
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Extra Content
Bio
Software 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 Atomics
Please go and watch at the recent Macrovoices videos that Erik recorded with Thomas Jam Pedersen of Copenhagen Atomics
Episode 1
Episode 2
A 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.
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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 portfolio
If 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 X
Or 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).
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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 stocks
You can e-mail The Technical Traders at [email protected]
Or visit the website at www.TheTechnicalTraders.com
Or 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.
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Thanks again for your continued support, for being a Contrarian and for being a subscriber!
CC
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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 world
A 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 X
Or on Substack at Alex Krainer
Or the I-System TrendCompass
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Todays episode features Ronnie Stoeferle. Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors". Ronnie’s camera went a bit blurry during the recording, he is aware of this and was happy for the video to be produced.
In this episode we cover:
* Key drivers of Gold
* Seasonal trends of Gold
* The ideal percentage allocation of physical Gold to own in your portfolio
* Chinese Central Bank resuming the purchasing of Gold
* How likely a monetary reset is
* Why Trump needs a weak US Dollar (good for Gold)
For ETFs and other opportunities then please visit
incrementum.li/en/
For the In Gold We Trust Report (I highly recommend this) then please visit
https://www.incrementum.li/en/ingoldwetrust-report/
You can follow Ronnie Stoeferle on X here
A massive thank you to Ronnie Stoeferle for appearing on the podcast and for sharing his insights. I look forward to chatting again in the summer of 2025.
SPECIAL OFFER
As 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
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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 recommendations
There 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.com
Video
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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 OFFER
As 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
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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 world
I’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.
Video
Charles Hugh Smith’s Substack
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As 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
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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.
Video
Numerous articles are referred to throughout the episode. You can find them all on Robert’s Substack.
Robert recommended the below video:
SPECIAL OFFER
As 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
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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 commodities
Thank 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 OFFER
As 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
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Todays episode with Rick Rule will give you a superb insight into the world of gold, silver, debt bubbles/ratios and some potential mining companies to look out for.
In this episode we cover:
* Gold, Silver and what has happened to make their prices increase recently
* A bit of history regarding previous bull markets for silver
* Why Rick is concerned if gold goes too high (this means that the circumstances surrounding this are potentially no bueno)
* 4 books that every investor must read
Rick has kindly offered a Stock Analysis for investors and also potentially some free tickets for a UK mining conference in December 2024. Please go to www.ruleinvestmentmedia.com for this.
You can find Rick on X
4 MUST READ BOOKS
* The Intelligent Investor by Benjamin Graham
* Securities Analysis by Benjamin Graham/David Dodd
* Economics in 1 Lesson by Henry Hazlitt
* Human Action by Ludwig von Mises
The video is below
SPECIAL OFFER
As 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
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Investment Advisor + Geologist Ed Bonner of Sprott is the podcast guest today. I would like to thank Ed for taking time out of his day to record this podcast.
We did date stamp the podcast but the release of this episode is a bit late due to some red tape challenges. My apologies for this and if any information that we initially discussed is now out of date as a result.
This podcast covers:
* Gold hitting $2,600
* Portfolio management and allocations
* Mining and the geopolitical risks involved
* The future for commodities
Please do go and check out https://sprott.com/
To Contact Ed Bonner:
E-mail = [email protected]
Phone = 760-444-5262
SPECIAL OFFER
As 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!! Offer ends before I move to Mexico on Monday 13th January 2025.
Just use the button below :-)
Thanks again for your continued support, for being a Contrarian and for being a subscriber!
CC
Sprott Disclaimer
Important Disclosure
Companies discussed herein are not meant to represent investment decisions made by Sprott. The reader should not assume that any companies identified were or will be profitable. Company references are included for illustrative purposes only and are not necessarily representative of future investment decisions.
Past performance is no guarantee of future results. Investments, commentary, and statements are that of the author. They may not be reflective of investments and commentary in other strategies managed by Sprott Asset Management USA, Inc., Sprott Asset Management LP, Sprott Inc., or any other Sprott entity or affiliate. Opinions expressed in this commentary are those of the author and may vary widely from the opinions of other Sprott affiliated Portfolio Managers or investment professionals.
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Readers should consult their own accountants and/or lawyers for advice on their specific circumstances before taking any action.
Views expressed regarding a particular company, security, industry, or market sector should not be considered an indication of the trading intent of any investment funds managed by Sprott Asset Management LP. These views are not to be considered investment advice, nor should they be considered a recommendation to buy or sell.
Charts or quotes from other sources have been selected because, in our view, they provide an interesting, provocative, or enlightening perspective on current events or the topic of discussion. Their reproduction in no way implies that we endorse any part of the material or investment recommendations that might be included.
Sprott Global Resource Investments Ltd.
Member SIPC/FINRA
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A local Labour pamphlet came through the door recently.
It was interesting to read because it highlighted the disjointed thinking of Members of Parliament i.e. what they want is one thing but how things are going to be delivered are not mentioned.
Admittedly it is only a front and back info sheet (see images below) yet I thought it worthy enough of doing a podcast episode about it.
In this podcast episode I will question what is written on it, especially with regards to:
* Housing
* Energy
* Social Disorder
* Job Creation
I also mention podcast episodes with John Carter and Frank Wright. You can find these excellent podcasts below:
SPECIAL OFFER
As 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 on 13th January 2025.
Thanks again for your continued support, for being a Contrarian and for being a subscriber!
CC
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