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The Contrarian Capitalist Podcast, a podcast by Protect your wealth. Defend your freedom. Outsmart the system with contrarian market insights, gold, silver, commodities, Plan B strategies, and - Stats, Episodes and Rankings - My Podcast Data
Welcome to Mid-Week Macro for Wednesday 24th December 2025.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone.
There will NOT be a Mid-Week Macro on Wednesday 31st December 2025. This is because Chris Stadele of LiveSquawk Commodity Corner and I will be recording the end of month (and year) macro.
NB - Substack live cut off the first few minutes of the recording last week, hence why the first minute or so is a bit slow on this video. Hopefully it all works out.
Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.
Mid-week Polymarket market
Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!
I said to a friend at the start of the season that the Green Bay Packers will win the Super Bowl. Due to injuries, I am not convinced that that will happen. My sneaky pick would be the San Francisco 49ers (7% chance). This is because the Superb Bowl will be in their home stadium and they are just playing good solid ball!
2-Hour Private Strategy Call with The Contrarian Capitalist
A focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance.
Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.
* What could realistically tighten the screws and what that would do to crude and products flows
* Guyana. the new offshore oil frontier
* Exxon’s dominance so far, and the entry of other players
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit
Weak Jobs Data, Weak Oil, Rising Metals & the Beginning of More Rate Cuts
Wednesday, December 17, 2025 • Duration 21:33
Welcome to Mid-Week Macro for Wednesday 17th December 2025.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone.
There WILL be a Mid-Week Macro on Wednesday 24th December 2025.
NB - Substack live has seemingly cut off the first few minutes of the recording. Apologies for that. The first few minutes looked at the variety of recordings and posts on CC this week. These links are further on below.
Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.
Mid-week Polymarket market
Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!
Adam Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg (G&R), a leading natural resource investment firm headquartered in New York City.
With nearly two decades of experience in commodity and natural resource investing, Mr. Rozencwajg is widely regarded as an authority in the field, known for his contrarian deep-value approach and rigorous, original research across long-term commodity cycles.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit
Trader Ferg – Two Top Tin Picks, Why Rhodium Could Run, and the Best Commodity Opportunities Right Now!
Thursday, December 11, 2025 • Duration 48:49
Today’s podcast guest is Trader Ferg, a true Contrarian who has been a ‘‘Full-time trader for 9 years’’ and who has a ‘‘habit of hanging out in hated corners of the market that are uninvestable".
NB - Recorded on Tuesday 9th December PM. Many companies and ETF’s are mentioned throughout the recording. These are not to be taken as financial advice/recommendations. Always do your own homework and manage risk properly. We are not financial advisors.
In this wide-ranging podcast, Ferg discusses:
* 2 Tin companies worth keeping an eye on
* Supply dynamics for Platinum, Palladium, Rhodium and Copper
* Why the future is bright for PGMs but not necessarily Copper
* How to potentially profit from oil services moving forwards
* Why getting out of USD exposure could be wise moving forwards
You can listen to our previous conversation below.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit
$60 Silver. Fed Cuts 25bps. A 30,000ft view of the next 12-18 months!
Wednesday, December 10, 2025 • Duration 27:08
Welcome to Mid-Week Macro for Wednesday 10th December 2025.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
Mid-week Polymarket market
Given that the Fed just cut rates by 25bps, it is no surprise to see that Polymarket has the odds of ‘no rate cut’ in January 2026 at 81%. I would have it a bit higher but that could depend on that delayed jobs report, which is due out on 16th December.
Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit
Tom Bradshaw - Silver to $375, Gold to $9,250, Oil to $350 by 2029
Wednesday, December 10, 2025 • Duration 01:02:43
Today’s episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.
NB - Recorded on Monday 8th December AM. A lot of charts are discussed, so it is advised to watch the video.
Please also provide feedback on this video. If you would like to see more chart analysis from Tom (other commodities etc) then please do let us know by leaving a comment or getting in touch!
Tom discusses:
* Silver charts from 1802, including a significant price target for the late 2020’s
* Silver and Gold similarities between the 1970’s and 2020’s bull runs
* The importance of the Mississippi River and Louisiana
* Various choke points around the world i.e. Suez Canal, Malacca Strait
* Why Canada might tentatively be back on track
* Efficient debt v inefficient debt spending
* China v The West - the politics differences that help to shape the world
* Will Trump run for a 3rd term?
* The Vancouver Resource Investment Conference on 25th & 26th January 2026
* And much more
Contact Information
Since 2011 he has expanded Cambridge House from Canada’s leading junior mining conferences to become Canada’s most recognizable brand in public venture capital. Today Cambridge House produces the largest investment conferences in the country in natural resources and hosts the largest video library of investment content in Canada.
ALL interview podcasts are released to PAID SUBSCRIBERS first.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
2-Hour Private Strategy Call with The Contrarian Capitalist
A focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance.
Goehring & Rozencwajg manages a global, long-only natural resource strategy designed to provide broad, diversified exposure to the full natural resource complex. The firm is distinguished by its original research, decades of sector expertise, and long-term track record across multiple market cycles.
ALL interview podcasts are released to PAID SUBSCRIBERS first.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
ALL interview podcasts are released to PAID SUBSCRIBERS first.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
2-Hour Private Strategy Call with The Contrarian Capitalist
More and more people are asking for 1 on 1 calls to discuss a plethora of topics. I’ve now created a 2-hour private call with myself; the button below is also at a special price of just $147, valid until31st Dec 2025.
A focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance.
NB - I am not a financial advisor and PAID SUBS GET A DISCOUNT (behind the paywall)
Thank you Tom Weiss, Dana, and many others for tuning into my live video! Join me for my next live video in the app.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
ALL interview podcasts are released to PAID SUBSCRIBERS first.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
ALL interview podcasts are released to PAID SUBSCRIBERS first.
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
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