Bölümler
-
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
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 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
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
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 -
Eksik bölüm mü var?
-
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
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 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
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 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
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 -
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
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 -
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
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 -
Energy
Yesterday was a very dark day for UK Energy Policy.
The UK now no longer produces electricity from coal power, ending a 142 year relationship.
Article
A blast furnace in Port Talbot (South Wales) has also closed its doors as of 16:00 on Monday 30th September 2024. A loss of 2,800 jobs is bad enough but, as Doomberg mentioned, it is what is happening to the area afterwards that is truly damning.
Article
If you have not already listened to the podcast with Doomberg then I highly recommend that you do so.
I also wrote about standing charges in this article.
Chickens
Today is also a very sad day because if you own chickens then you have to now register them with the UK Government. Of course, this is all in the name of protecting the chickens from bird flu!!!
This will give you an idea of what was proposed and is now a law.
The Government is encroaching on our private lives as much as possible and this really is turning into a very sad country.
Our energy policy is designed to make us much poorer and now the government wants to know who owns what poultry.
Maybe we really are turning into the United Soviet States of Britain (USSB)
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
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 is an incredibly wide ranging conversation with Tom Luongo from Gold, Goats ‘N Guns. There was no battle plan for this, it was simply a case of turning on the microphones, having a blast and letting the conversation flow.
A wide range of subjects were covered, including:
* Why the Fed cut by 50bps and not 25, 75 or 100bps
* Why Tom thoroughly dislikes the ‘British Establishment’ - including an insight into the US Civil War
* Davos and their unrelenting control of everything
* Ukraine and the fact that they are screwed
* How and why we have a lot of challenges facing us today
A massive thank you to Tom for taking time out of his hectic schedule in order to have a chat and to give his thoughts on the world!
Please find the various links below for Tom Luongo and Gold, Goats ‘N Guns
Websites
https://tomluongo.me/
https://goldgoatsnguns.com/
Patreon
https://www.patreon.com/GoldGoatsNGuns
Twitter/X
https://x.com/TFL1728
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 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 -
There was meant to be an episode with Sprott today but that has yet to cleared off with Sprotts compliance team (red tape etc).
Therefore here is an episode with your questions answered!
Thank you everyone for e-mailing and getting in touch via the chat etc with a variety of questions that you wanted me to answer.
Topics covered include:
* Gold
* Silver
* Plan B/Mexico
* Sports
* Oil
* Predictions
I’ll do another one of these soon and don’t worry if I did not get around to your question this time! I will look to do so in a future episode. There is a thread in the chat section. Add your questions in there :-)
The Uranium Q & A article was mentioned and you can find that 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!! Offer ends 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 Doomberg offers an incredible insight into all things energy and an around the world tour of current energy policy.
In this episode we cover:
* Argentina and their path with LNG, gas and more
* Brazil and the upcoming BRICS summit in Russia
* The UK Steel Industry
* Why the UK’s energy policy is failing/failed
* New Zealand shooting itself in the foot
* China
* Potential solutions to the worlds energy challenges
It was incredibly eye opening to be able to chat with Doomberg. Please do go and check out Doomberg’s Substack, www.doomberg.com and and these 3 article previews (below) and video of the podcast recording (also below)
Argentina
UK Steel Industry
New Zealand
Podcast 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
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 offers an incredible insight into all things to do with US + Global Banking, The Federal Reserve and Gold.
Dr Nomi Prins is a geo-macro economist, Founder of PRINSIGHTS GLOBAL, and best-selling author of 7 books. She is a tireless advocate of real financial reform including the establishment of a National Infrastructure Bank, the legislation for which she has been working on for over 4 years and it’s currently making its way through Congress.
In this episode we discuss:
* The recent Fed rate cut
* Why the Fed is putting Wall Street over Main Street
* Basel III Regulations
* The intricacies of the Global Banking System
* Why the US-China rivalry is a good signal for gold
It was brilliant to sit down with Dr Nomi Prins and I hope that you enjoy this podcast as much as it was a pleasure to record.
I’d also highly recommend checking out these 2 articles.
The US-China Rivalry Signals Green Light for Gold
Politics, Power and Another Fed Misstep
And also the Prinsights Substack.
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 head off 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 offers an incredible insight into all things gold + silver + banking.
My guest today is Frank Trotter, one of the management team from Battle Bank. You might have heard Rick Rule mention Battle Bank in his various podcast appearances over the last few months.
In this episode we cover:
* Battle Bank and what makes them Contrarian
* Leveraging YOUR bullion to YOUR advantage
* Advantages of having multiple currency accounts
It was an absolute pleasure to sit down with Frank Trotter and to explore the options that are available with Battle Bank.
Please do go and check out https://battlebank.com/ for more information.
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!!
Just use the button below :-)
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 -
Felt compelled to do this podcast due to the fact that there were a lot of issues at the recent Notting Hill Carnival. Funnily enough, these issues have not been widely reported despite there being:
* Stabbings
* Sexual Assaults
* Deaths
* Indecencies towards police and others
We are living in a a continually divided world.
I’d highly recommend listening to Frank Wright and Broken Britain HERE
Use the link below to become a subscriber :-)
https://contrariancapitalist.substack.com/036552e4
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 episode looks at the main reasons why gold will likely hit 5 figures at some point in the future.
Please remember that I am not an Independent Financial Advisor, so please do your own homework and have your own reasons for wanting to potentially invest and purchase bullion.
A massive thank you to all paid and free subscribers. If you are not already a subscriber then please use the button below to subscribe :-)
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 guest is Dominic Frisby, author of The Flying Frisby.
We cover a variety of subjects, including:
* Graded Bullion Coins and how NOT to get stung by high premiums
* Reasons for obtaining Gold and reasons for obtaining Silver
* An unbelievable USD$ Democratic + Republican trend
* Why USD$ is the most important price in the world at the moment
It was a thoroughly enjoyable conversation with plenty of great value and content. A massive thank you to Dominic Frisby for his time and for sharing his expertise.
Enjoy!
The Contrarian Capitalist 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 contrariancapitalist.substack.com/subscribe -
Hello Contrarian Capitalists! Great news! A new weekly newsletter called The Contrarian Capitalist Comments (CC Comments) will be produced every Friday, starting with #1 on Friday 30th August 2024.
It will cover various news articles from the week, my personal thoughts and plans and will also touch on the markets!
To celebrate this, I’m offering 50% off for LIFE if you use the button below.
There are also some really good guests lined up for the podcast. Watch this space!
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 -
In this podcast episode I look at the recent boat sinking in Sicily, the fact that the placard that Peter Lynch was holding up actually looks spot on and why our energy policy is making more people consider whether or not to turn their heating on this forthcoming winter.
A massive thank you to all followers and subscribers for sharing the content and for believing and enjoying the content!
The Contrarian Capitalist 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 contrariancapitalist.substack.com/subscribe -
In this eye opening conversation, John Carter of Postcards From Barsoom gives insightful thoughts on the potential peaceful ways for remigration and also how the UK is on the path to becoming a land for one party politics.
We cover politics, various views of immigration, jail for tweeting, two-tier policing, one party politics and more.
Follow John at Postcards From Barsoom and please check out his superb article called ‘Through the Chilled Years Ahead’
The Contrarian Capitalist 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 contrariancapitalist.substack.com/subscribe -
In this thoroughly enjoyable chat, Frank Wright gives his expert views on the current state of the UK and how we have ended up in this situation. In his own words “Tell the truth and shame the devil”.
Follow Frank at substack.com/@frankwright
The Contrarian Capitalist 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 contrariancapitalist.substack.com/subscribe - Daha fazla göster