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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!

Something different this week as we look at the Super Bowl Champion odds for the game on 8th February 2026. My team (New York Jets) don’t believe in playoff football.

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!

Podcasts & Posts

News Links

This has been making me laugh much more than it should be!

Still, it could be worse

And a Christmas classic won’t be quite the same this year

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.

$147, valid until 31st Dec 2025

PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)

NB - I am not a financial advisor

Thank you Rob Burke, Garry B Lindboe, and many others for tuning into my live video! Join me for my next live video in the app.

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.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 17th December AM

The following topics are covered:

* The short, medium and long-term outlook for Oil

* Venezuela. From sanctions to opportunity!

* Maduro. Trump. Where the political game stands now

* Why Venezuela’s heavy crude still matters so much for US Gulf Coast refineries

* The importance of the news headlines and why we should be focused on the fundamentals

* Russia. Ukraine and the shadow fleet

* How the sanctions architecture actually works in practice

* Shadow fleet mechanics. STS transfers. opaque ownership. price cap leakage

* 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

* How Guyana changes the Atlantic Basin balance vs Brazil. US Gulf. West Africa

* Key risks & potential border tensions with Venezuela

* Europe’s gas and LNG outlook

* How dependent Europe now is on US LNG. and how stable that flow really is

* General EU Nat Gas dynamics

* Is Colombia next?

Map showing the south of the USA and the shipping channel to South America

Example of recent news - Trump orders ‘blockade’ of sanctioned oil tankers leaving, entering Venezuela | Reuters

Contact Information

You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.

2 recent articles to check out are:

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!

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!

Even with the weak jobs data, there is currently a 77% chance of ‘‘no change’’ to the Fed rate come January. This seems about right to me at the time of writing.

Podcasts & Posts

2 excellent guest posts that are worth reading (and they are free) are from Guardian Research….

And Tom Bradshaw….

Giacomo Prandelli from The Merchant's News outlined his short, medium and long-term price targets for Oil.

News Links

Bank of Japan expected to hike rates to 30-year high

Bank of England poised for Christmas interest rate cut after inflation slows

Trump is good news for Nato, Mark Rutte tells BBC - Is it really?

On the other hand…..

Weak Hiring Data Underscore Fed’s Room to Manoeuvre

WTI Holds ‘Venezuela Blockade’ Gains After Small Crude Draw, Record US Production

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.

$147, valid until 31st Dec 2025

PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)

NB - I am not a financial advisor

Welcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity Corner

As per usual, there is a LOT to talk about!

5 small bits of housekeeping

* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

* This video was recorded just after 09:00 ET on Monday 15th December

* The Monthly Wrap for December will be recorded on 31st December 2025

* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible

* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the buttons below

Charts looked at today include Gold, Silver, Copper, Palladium, Platinum, VIX, DXY, S&P, NASDAQ and WTI Oil.

NB - Apologies for the charting issues with TradingView today.

The Macro Turning Point Most Investors Are Missing

Today’s podcast guest is Adam Rozencwajg.

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.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Thursday 11th December AM

In this wide-ranging podcast, Adam A. Rozencwajg discusses:

* The carry cycle and its correlation with commodities

* Whether Gold is currently cheap or expensive

* The Gold to Oil ratio and what its current level tells us

* Is oil supply being overstated?

* Demand and land factors affecting oil

* Why there is still some potential room to run in coal

* Copper outlook

* What Silver is telling us at the moment

* And much more

Contact Information

You can download the excellent Q3 Commentary by visiting https://www.gorozen.com/commentaries/2025-q3

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!

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".

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

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

* Quasi Exchanges

* And much more

Contact Information & Previous Recordings

You can find Trader Ferg on Substack and X.

You can listen to our previous conversation below.

Three must read articles from Ferg include:

The Platinum Stock Supply Crisis by Dr. David Davis - Auctus Metals: Expert Precious Metal Portfolio Management Services

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!

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!

Podcasts/Posts/News Links

$60 SILVER IS HERE

US could ask tourists for five-year social media history before entry

“Bud Light” Moment Hits Cracker Barrel: Stock Crushed, Traffic Slides, Guidance Slashed

Deep Discounts Tempt Indian Refiners To Seek Non-Sanctioned Russian Oil

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 until 31st 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.

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.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

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

* $9,250 Gold by 2028

* S&P to Gold ratio from 1921 to present day

* 165 years of Oil v Silver

* Is an 80% Bitcoin crash to happen?

* And much more

Contact Information

You can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.

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!

Today’s episode features Senior Market Commentator Rudy Havenstein, of the popular A Havenstein Moment. Substack.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Friday 5th December AM

A multitude of topics were discussed, including:

* Why you need to know who Rudolf Havenstein was

* The financial and economic parallels between the Weimar Republic and 2008 onwards

* Inflation and the fascist capitalism of politics

* Deficit spending and cutting back financial waste

* Politics and power - the unbreakable bond

* Debt Spirals & Yen Carry Trade coming to an end

* Who is at the head of the illegal drug food chain

* Rudy’s most memorable concert

* And more

Contact Information

You can connect with Rudy on X and also on Substack at Rudy Havenstein and A Havenstein Moment.

Rudolf Havenstein - Wikipedia

Parliament Ltd: A journey to the dark heart of British politics

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!

Today’s episode features Jay Martin, President & CEO of Cambridge House International Inc. and host of The Jay Martin show.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 2nd December PM

Jay Martin discusses:

* U.S, Venezuela, Cuba and Russia

* 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.

You can connect with Jay Martin at Cambridge House.

And on The Jay Martin show on YouTube.

NB - The Vancouver Resource Investment Conference is on 25th & 26th January 2026.

Vancouver Resource Investment Conference 2026 Tickets

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!

Today’s podcast guest is John Rubino of the very popular John Rubino's Substack.

John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 2nd December PM

John cuts through the noise with regards to:

* Inelasticity of gold and silver

* CME’s recent ‘cooling challenges’

* The 293-million-ounce silver deficit forecast for 2026

* Gold, Silver, Copper, Uranium, Oil and the miners

* Key factors to take into consideration when picking miners

* Why big money is only just starting to enter the commodity space

* Why precious are on an upwards trajectory for a long time

* And much more

Contact Information & Previous Recordings

You can connect with John at John Rubino’s Substack

Our previous podcast/video can be found below.

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!

Welcome to the Mid-Week Macro from The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post and video are FREE for everyone.

Free 1-Hour Financial Strategy Session ($700 value)

Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.

Mid-week Polymarket market

Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!

Kevin Hassett was the name that I could not remember on that live video. The odds of him being the Fed Chair nomination are extremely high.

2 must read posts (and other news links)

James Eagle of Killer Charts penned this really good article (with great diagrams) that show that advanced economies carry far more debt that emerging markets.

And Guardian Research also penned a well-written commodities article. Highly recommended reading.

Putin Says ‘Ready For War’ Against Europe If Attacks On Russian Tankers, Energy Continue

Barrick Seeks to Spin-Off US Operations, Hits 13 Year Highs on News | ZeroHedge

US moves to deepen minerals supply chain in AI race with China

Drunk raccoon found passed out on liquor store floor after breaking in

Miliband warned that UK data centre boom risks guzzling gas

Labour plans to ban wood burners to bring Britain on par with EU

Small Business Job Losses Soar In November; ADP | ZeroHedge

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!

Today’s episode features Dr Nomi Prins, macro-economist, geopolitical financial expert, best-selling author and founder of Prinsights with Nomi Prins, a geopolitical financial and macro-economic analysis company.

Nomi has held key positions on Wall Street including as a managing director at Goldman Sachs, a senior managing director at Bear Stearns in London, a strategist at Lehman Brothers, and an analyst at the Chase Manhattan Bank.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Monday 1st December AM

Dr Nomi Prins discusses:

* Projected Fed rate cuts for December

* Why 100bps of cuts are likely for 2026

* Why a new Fed chair is likely to be dovish and what this means for the current administration

* How the above will impact U.S Equity markets moving forwards

* Supply & Demand economics for gold, silver, copper, platinum, palladium and uranium

* The importance of stepping back from the noise and seeing the much larger picture for commodities

* And much more

NB - We spoke about who could be the new Fed Chair come May 2025. It looks very likely that this will be Kevin Hassett.

Contact Information & Previous Recordings

I highly recommend that you connect with Dr Nomi Prins and Prinsights with Nomi Prins on Substack.

Our 2 previous conversations are below:

And the following 2 articles are also highly recommended reading.

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!

Welcome to the Mid-Week Macro from The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post and video are FREE for everyone.

Thanksgiving weekend extended special offer!

25% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 25% off sale will end on Monday 1st December 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.

Thank you for being part of The Contrarian Capitalist community!

Free 1-Hour Financial Strategy Session ($700 value)

Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.

Mid-week Polymarket market

Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!

Things are heating up between the U.S and Venezuela, but I don’t think that Maduro is going anywhere anytime soon!

Other links to news articles, posts and podcasts

Tether’s 116-Ton Gold Hoard Rivals Reserves Of Korea And Hungary: Jefferies

Japan’s Debt Bomb Explodes! $1.2T Global Exit Begins as Currency War Goes Nuclear

Budget 2025 summary: Key points from Rachel Reeves’s speech

Budget analysis: Chancellor chooses to tax big and spend big

UK net migration drops sharply to 204,000 in year to June - live updates - BBC News

Thanksgiving weekend extended special offer!

25% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 25% off sale will end on Monday 1st December 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.

Thank you for being part of The Contrarian Capitalist community!

Today’s episode features Norsemont Mining (CSE:NOM | OTC: NRRSF) CEO Marc Levy.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 11th November PM

Disclaimer: The Contrarian Capitalist was compensated by Norsemont Mining for producing this interview. Robert Smallbone (The Contrarian Capitalist) is not a shareholder of Norsemont Mining at the time of recording this interview on Tuesday 11th November 2025. Nothing contained in this video is to be constituted as investment advice. Please do your own due diligence.

Marc deep dives into:

* Sentiment in the gold market since 2003

* Gold and silver price targets

* Why Goldman Sachs 60/20/20 portfolio shift (20% now recommended for gold) is a significant shift for the industry

* Q3 mining results across the industry and why there is a lot of room left to run

* What makes Norsemont Mining stand out from other projects

* Why country/community/team and people are integral to a successful mining operation

* Where Norsemont Mining currently is and where it could possibly go

* And much more

About Marc Levy & Norsemont Mining

Marc Levy is the Chairman and CEO of Norsemont Mining (OTC: NRRSF | CSE: NOM), a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.

Norsemont Mining owns 100% of the past-producing Choquelimpie Gold-Silver Project in Northern Chile with 2.7Moz AuEq MRE

Contact Information

The Norsemont Mining website is https://norsemont.com

You can follow Norsemont Mining on X at https://x.com/norsemont

Norsemont have also now commenced their Phase 3 Drill Programme at Choquelimpie

Disclaimer

The Contrarian Capitalist was compensated by Norsemont Mining for producing this interview. Robert Smallbone (The Contrarian Capitalist) is not a shareholder of Norsemont Mining at the time of recording this interview on Tuesday 11th November 2025. Nothing contained in this video is to be constituted as investment advice. Please do your own due diligence.

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!

Welcome to the Mid-Week Macro from The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post and video are FREE for everyone. Please note that there will NOT be a Mid-Week Macro on Wednesday 26th November as I will be in transit.

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!

Free 1-Hour Financial Strategy Session ($700 value)

Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.

Mid-week Polymarket market

Thank you

Polymarket

for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!

I don’t think that Trump will release the full Epstein files by 31st December, so I’d be putting a no against this. I know that it is on the way to his desk (at the time of writing) but that does not mean that it will be enacted straight away.

Other links to news articles, posts and podcasts

The first ever mining podcast (with Norsemont Mining CEO Marc Levy) is now available to paid subscribers and will become available to free subscribers on Thursday 20th November 2025.

The Paraguay Temporary Residency process has now been completed. All the paperwork has been done, and it is now a case of waiting for the physical ID card to be produced.

You can learn more about Paraguay by listening to the podcast with Plan B Paraguay or by my latest update as of 17th September 2025. Both are below.

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!

Welcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity Corner

As per usual, there is a LOT to talk about!

7 small bits of housekeeping

* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts

* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible

* Please subscribe to both The Contrarian Capitalist an…

Today’s podcast/video features The Brawl Street Journal

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 11th November AM

The Brawl Street Journal discusses:

* Denmark accusing Norway of profiteering

* The importance of energy independence

* Russia/Ukraine & energy infrastructure challenges

* Current EU Energy Policy and why they continue to shoot themselves in the foot

* China’s control over chips and the impact this has on European Industry

* Why gaslighting and doubling down on mistakes won’t last forever

* And much more

Contact Information & Recent Articles

You can connect with Brawlster and the team at The Brawl Street Journal, and also on X.

I’d highly recommend you check out the following articles:

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!

Welcome to the Mid-Week Macro from The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post and video are FREE for everyone.

Free 1-Hour Financial Strategy Session ($700 value)

Ready to take your finances to the next level? Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free 1-hour consultation today using the button below and gain clarity on your financial strategy.

Mid-week Polymarket market

Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!

Polymarket | Will Trump create a tariff dividend in 2025?...

Not mentioned on the video today but this is arguably the other important piece of news in the last couple of days i.e. potential $2,000 ‘tariff dividend’ cheques.

Other links to news articles, posts and podcasts

1 on 1 strategy sessions will be available from December. They last 2-3 hours and take place on Zoom. Please send a DM on Substack to enquire.

New Epstein emails that mention Trump released by House Democrats - live updates - BBC News

Government shutdown: US House set for crunch vote on ending historic funding deadlock

Prime Minister will fight any attempt to replace him, friends say

Trump issues three demands to BBC to avoid huge £760m lawsuit | World | News | Express.co.uk

Martin A. Armstrong on X: “The BBC manipulated a video on J6, deceiving the public by making it look like Trump encouraged the “insurrection”. It is Urgent to Subpoena the BBC NOW!!!!!! This Can Be the Silver Bullet That End Fakes News.

The Brawl Street Journal joined CC for a chat about Europe v Reality and why (and how) there is an energy reckoning ahead.

Plan B/C is in full swing. You can learn more about Paraguay by listening to the podcast with Plan B Paraguay or by my latest update as of 17th September 2025.

I was also on Crypto Rich’s show. Recorded on Friday 7th November 2025.

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.

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Crypto Rich of Crypto Rich Politics invited me onto his fantastic show. We sat down on Friday 7th November PM to discuss a wide range of worldwide political challenges and what we can do about them.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Friday 7th November 2025 PM

Rich & Rob discuss:

* The recent NY Mayoral election

* The current political powers in play and why

* The end game

* UK Energy policy gone wrong

* How to withhold tax lawfully in the UK. NB - Not a financial recommendation (link below)

* Other key and important UK Laws & Statutes

* And much more

Contact Information for Taxes (as mentioned above)

ProbityCo | Withhold Tax Lawfully

Subscribe to Crypto Rich

Crypto Rich X

On Telegram

On Rumble

On Odysee

On YouTube

Other Articles of Note

UK Bill of Rights 1689

Peasants Revolt 1381

Harrying of the North in 11th Century

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.

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Today’s podcast features Alasdair Macleod from the very popular MacleodFinance Substack

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 4th November 2025 PM

In this thoroughly informative podcast, Alasdair discuss:

* Will the UK get rid of Capital Gains Tax on ‘legal tender’ i.e. Britannia’s and Sovereigns

* Will the USA look to confiscate gold?

* Why the current price action in gold should be viewed as an opportunity

* Gold and Credit in Layman’s terms

* The commodity complex and why it is turning a corner

* And much more

Contact Information

You can follow Alasdair Macleod at MacleodFinance Substack or on X.

You can also listen to our previous conversation back in March 2025, by using the link below.

4 recent articles of note to read are:

US Gold Confiscation - by Alasdair Macleod

Fear Index Reaching Levels Last Seen Prior To 2008 Global Collapse | King World News

Silver & Gold: Do Not Get Beat Down By The Declines | King World News

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Today’s episode with Doomberg offers an updated worldwide tour of current energy policy.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Tuesday 4th November AM

In this thoroughly informative podcast, Doomberg discusses:

* Current energy policy in USA, UK, Europe, Russia, China, India, Egypt, South America, Middle East and Oceania

* Oil and Natural Gas markets in the USA (and outlooks)

* The difference between a Republican and Democratic presidency for oil and gas producers

* An overview of the geopolitical landscape worldwide

* And much more

Contact Information, Previous Episodes & Articles of Note

It was incredibly eye opening to be able to chat with Doomberg. Please do go and check out Doomberg’s Substack and the website at www.doomberg.com

Our 2 previous conversations are below!

2 recent posts from Doomberg that are recommended reading are:

Doomberg also mentioned the Classics Read Aloud Substack. Please do go and check that out at Classics Read Aloud | Substack.

Chinese molten salt reactor achieves conversion of thorium-uranium fuel - World Nuclear News

EDF gets go-ahead for Hinkley Point B decommissioning - World Nuclear News

Iran says planning for large-scale nuclear energy expansion - World Nuclear News

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.

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Thank you for being part of The Contrarian Capitalist community!

Welcome to the Mid-Week Macro from The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look UK Exit Taxes, Equities and Commodities Markets, Polymarket, a great opportunity for Contrarian Capitalists and much more.

This post and video are FREE for everyone.

It’s Bonfire Night in the UK. You can read more about its origins here.

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Mid-week Polymarket market

Thank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!

Polymarket | Which party will win the House in 2026?

Other links to news articles, posts and podcasts

Nigel Farage: Huge tax cuts not currently realistic - BBC News

UK Exit Tax to come into play?

Trump administration will tap emergency fund to pay partial food stamp benefits

Trump says it would be ‘hard for me’ to fund New York City if Mamdani becomes mayor

Live updates: Mamdani speaks after New York City mayoral race victory - BBC News

Surge in rooftop blazes sparks concern over Miliband’s solar panel boom

The End of Month Macro for October with Chris Stadele of LiveSquawk Commodity Corner is below.

Host of The Disruptors Pod Rob Moore gave the hard truth about money, taxes and freedom!

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.

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Thank you for being part of The Contrarian Capitalist community!

Thank you The Brawl Street Journal, William, Mimi Nettrour, Dana, and many others for tuning into my live video! Join me for my next live video in the app.

Today’s podcast guest is Rob Moore, Entrepreneur, Author & Philanthropist. Founder of Progressive Property, host of the Disruptors podcast and Moore Money.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE TO THE CONTRARIAN CAPITALIST

Recorded on Monday 3rd November AM

Rob deep dives into a wide range of topics, including:

* The current political state of play in the UK

* Why unfriendly tax regimes lead to unproductive economies

* What Rob would do to attract millionaires and billionaires back to the UK

* Rob’s personal asset playbook - NB Financial advice

* How to build up multiple successful businesses

* And multiple streams of income

* Gold, Silver, Bitcoin

* The state of the London property market

* What you can do to protect yourself from what is coming down the road

* And much more

UK Train Stabbing Incident

Rob mentioned this story at the start. You can read more about that here.

Contact Information

You can connect with Rob Moore personally on X

Progressive Property on X

Disruptors Pod on X

Moore Money YouTube Channel

Money: Know More, Make More, Give More: Learn how to make more money and transform your life - not an affiliate link

Money School

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.

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Thank you for being part of The Contrarian Capitalist community!

Welcome to the Monthly Wrap for October 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.

5 small bits of housekeeping

* Due to family commitments and holidays, this video was recorded during the day of Monday 3rd November 2025.

* The chart deck was done on Friday 31st October 2025.

* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.

* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

* If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.

Markets covered in this video include:

S&P 500, Nasdaq, Nikkei, Gold, Silver, Platinum, Palladium, Copper, WTI, DXY and SoyBeans all covered.

Paid Subscribers now have access to both the video (above) and also the October 2025 Market Chart Deck (below). Become a paid subscriber today for full and exclusive access. On the Contrarian Capitalist, prices start a $11 a month. Exceptional value for protecting your wealth, defending your freedom and outsmarting the system.

Today’s returning podcast guest is Tim Price 😃. Tim Price is co-manager of the VT Price Value Portfolio, a private client fund manager and author of 'The War on Cash' (2015) & 'Investing through the looking glass' (2016).

"Fiat justitia ruat caelum." Keep the faith!

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Thursday 30th October AM

In this wide-ranging podcast, Tim discusses:

* The current dislike of the government in the UK (and why)

* Overall macroeconomic trends and why these favour commodities

* Why bonds and currency related investment tools are a no go zone at the moment

* The difference between the FTSE 100 & FTSE 250

* The unsustainability of the current financial system & 3 likely ways this can play out

* Trend Following Funds

* The Oil/Silver correlation

* The Creature from Jekyll Island

* And much more

Contact Information

Price Value Partners are also offering a free portfolio review. You can get in touch with them at Free Review - Price Value Partners

You can also look at what Tim and the Price Value Partners clients are invested in by visiting the website and downloading the fact sheets.

You can connect with Tim Price 😃 on Substack.

You can find Tim on X at TimPrice1969

You can also listen to our previous conversation from May 2025, using the link below.

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Thank you for being part of The Contrarian Capitalist community!

Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look the latest on Fed rate cuts, Gold, Silver, Platinum, Palladium the equities markets and what the lay of the land currently us.

This post and video are FREE for everyone.

This post and video are sponsored by Adam Fayed

Adam is a published author, regular media commentator and has over 800 million social media views on Quora and beyond. He helps people looking for a plan B when it comes to their investments.

Whether you have $5,000 or $5,000,000 in the bank, Adam is here to help. Please get in touch with him using the contact information below and mention The Contrarian Capitalist. Adam has a plethora of experience in internationalisation and is on board to help as many people as possible.

E-mail = hello@adamfayed.com

WhatsApp = ‪+44 7393 450837‬

Or via the Adam Fayed website!

Other links to news articles, posts and podcasts

Javier Milei wins Argentinian mid-terms

Onwards and upwards for stock markets - how long can it go on for?

Adios la manzana grande!

Free Liverpool City Centre evening parking ends - 90% of local people were against this! Surprise Surprise!

Germany Blows Up Last Nuclear Plant Towers While Economy Collapses | ZeroHedge

Gold and silver sell off and rebound could be an ABC correction. Please read the below from podcast guest Gary Savage. This was put on X on Monday 27th October.

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!

Today’s episode features SD Bullion’s James Henry Anderson, who has over a dozen years working in the physical wholesale and retail Bullion Industry.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Monday 27th October AM

James discusses:

* Gold, Silver, Platinum & Palladium Fundamentals

* The 2030’s timeframe

* Gold/Silver Ratio and targets to look out for

* Dow/Silver, Dow/Gold, Oil/Gold ratios and what they tell us

* LBMA, COMEX & SGE

* 2 ETF’s that are worth monitoring

* And much more

Contact Information

You can connect with James Henry Anderson/SD Bullion on:

X

YouTube

LinkedIn

On Substack at James Henry Anderson

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!

Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look the latest on Gold, Silver, the markets and what the lay of the land currently us.

This post and video are FREE for everyone.

50% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 50% off sale will end on Friday 24th October 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.

Adam Fayed/Plan B - Get your plan in place TODAY!

This post and video are sponsored by Adam Fayed.

Adam is a published author, regular media commentator and has over 800 million social media views on Quora and beyond. He helps people looking for a plan B when it comes to their investments.

Get in touch with him using the contact information below and mention The Contrarian Capitalist podcast.

E-mail = hello@adamfayed.com

WhatsApp = ‪+44 7393 450837‬

Or via the Adam Fayed website!

Other links to sources/posts

AWS and electronical issues. A bad omen for Digital ID?

The above GSR was found on a post by Bald Guy Money on X. Not sourced and my apologies for that.

Sandwiches now have a carbon score.

And UK banking apps are now starting to push this.

UK sanctions Russia’s oil giants over Ukraine war

Netherlands’ renewables drive putting pressure on its power grid

This article by

Charles Hugh Smith

is definitely worth reading!

50% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 50% off sale will end on Friday 24th October 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.

Today’s guest is Jon Forrest Little, publisher of The Silver Academy.

Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 21st October AM

50% OFF! I want to extend a discount for anyone who subscribes for an annual plan. This 50% off sale will end on Friday 24th October 2025 but the discount, if you take advantage of it, remains for as long as you wish to remain a Contrarian Capitalist subscriber.

In this straight talking and no holds barred episode, Jon dives into:

* Silver dynamics at play, including current mining ratio

* India running out of Silver (and why)

* Central Banks starting to stockpile silver

* M2 Money Supply and where silver is likely heading

* Mining and the possible explosiveness of Q3 mining results

* Lack of faith and trust in the globalist elite system

* And much more

Contact Information

You can connect with Jon at The Silver Academy.

The Silver Academy articles mentioned include:

Thank you for listening/watching. Please share this post with your network!

Today’s podcast guest is Paul from The Sirius Report. Independent website with the aim of providing analysis and insight into current affairs and global events that we believe are shaping a new political, economic and social paradigm in the 21st century.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Thursday 16th October AM

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

In this wide-ranging podcast, Paul:

* The significance of Russia/China relationship

* Far East Russia and why this area is worth watching out for

* The importance of Georgia and the Caucasus

* The acceleration of de-dollarisation

* UK/EU energy and why they are defeating themselves

* Why Russia cannot and will not lose the war in Ukraine

* Chinese rare earths ban and the implications of this

* The role of the USA

* And much more

We will record a second episode in due course. That episode will focus more on commodities and energy.

Contact Information

You can connect with The Sirius Report on X

Or on YouTube at The Sirius Report

Website

Or on Substack at The Sirius Report

Useful Maps

Size of Russia in comparison to Europe

Far East Russia

Georgia and the Caucasus

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Today’s podcast guest is Jesse Day. Host of Commodity Culture and VRIC Media, Content Creator for Sprott.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 14th October AM

In this wide-ranging podcast, Jesse discusses:

* Silver dynamics and why we need to be careful about where we are getting our news from

* The Gold playbook. Where gold is going and why

* A recent trade that Jesse made - and why

* The Uranium playbook

* Personal investment strategies/thesis (NB - not financial advice)

* And much more

Contact Information

You can connect with Jesse on X

Or on YouTube at Commodity Culture

Book Recommendation

Extraordinary Popular Delusions and the Madness of Crowds by Charles Mackay

NB - Not an affiliate link

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look the latest on Gold, Silver, the markets and what the lay of the land currently us.

This post and video are FREE for everyone.

Adam Fayed/Plan B - Get your plan in place TODAY!

This post and video are sponsored by Adam Fayed.

Adam is a published author, regular media commentator and has over 800 million social media views on Quora and beyond. He helps people looking for a plan B when it comes to their investments.

Get in touch with him using the contact information below and mention The Contrarian Capitalist podcast.

E-mail = hello@adamfayed.com

WhatsApp = ‪+44 7393 450837‬

Or via the Adam Fayed website!

Links to other posts on The Contrarian Capitalist

Other links to sources/posts

Look At How Small The Current Gold Rally Is Compared To 1980 Gold Rally | King World News

As US shutdown starts to bite, how much could it hit economy?

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!

PS - Thank you Tom Weiss, Dig Deep, Polymarket, Uranium investor and many others for tuning into this live video!!

Welcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity Corner

As per usual, we have a LOT to talk about!

6 small bits of housekeeping

* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts

* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible

* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the buttons below

* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

* This video was recorded just after 10:00 ET on Wednesday 15th October

* The Monthly Wrap for October will be recorded on Monday 3rd November

In recent times on The Contrarian Capitalist, we have dived into Platinum, Uranium, Palladium, Zinc, Thorium and Rhodium. You can read those deep dives below.

NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

Today’s podcast guest is Daniela Cambone. Host of The Daniela Cambone Show and fluent in Italian, French & Gold.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Thursday 9th October AM

In this wide-ranging podcast, Daniela discusses:

* What it means for Gold to break $4,000

* Why the path to $5,000 Gold is clear

* Would 5-digit gold be a surprise?

* Fundamentals at play and her personal plan for Gold

* Silver

* Journalism and what people need to be aware of

* 2 fantastic life lessons from 2 mentors

* And much more

Contact Information

You can connect with Daniela on X

ITM on YouTube

Or visit her show/website, which is with ITM trading.

Book in a call with the ITM Trading team on Calendly

Rhodium Deep Dive (mentioned in the interview)

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look at a Polymarket market as well as look at the latest on Gold, Silver, the markets and what will happen next!

This post and video are FREE for everyone.

CC’s Polymarket mid-market of the week

There is 71% chance of Gold closing above $4,000 at the end of the year. I am not convinced and think there is too much conviction on this. I like the ‘no’ aspect to hedge against my physical holdings.

We have seen gold surpass $4,000 but that does not mean that it will close the year out at +$4,000. Go and check out the market for yourself.

Adam Fayed/Plan B - Get your plan in place TODAY!

This post and video are sponsored by Adam Fayed.

Adam is a published author, regular media commentator and has over 800 million social media views on Quora and beyond. He helps people looking for a plan B when it comes to their investments.

Get in touch with him using the contact information below and mention The Contrarian Capitalist podcast.

E-mail = hello@adamfayed.com

WhatsApp = ‪+44 7393 450837‬

Or via the Adam Fayed website!

Other posts that you might find useful

Fundamentals for Gold, Silver and Platinum

I recorded a video and wrote an article about the underlying fundamentals for these 3 metals. You can read/listen to that using the link below.

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!

Today’s episode is with The Wandering Investor. Exploring a World of Opportunities. Traveling around the world researching investment, residency and citizenship options.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Monday 6th October AM

In this wide-ranging podcast, The Wandering Investor dives into:

* The importance of having a Plan B

* 3 straight forward Latin American residencies

* 2 straight forward citizenship by investment opportunities in Africa

* A good territorial tax system country in Asia

* The stock market and real estate opportunities in Africa right now (including where and why)

* Reframing corruption and political challenges

* And much more

Contact Information

March 2026 Buenos Aires Information

Sign up to the free newsletter on The Wandering Investor website.

And connect with The Wandering Investor on X.

And also explore other options using The Wandering Investors LinkTree.

Today’s episode is with Steve Penny, founder of the Silver Chartist.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Tuesday 30th September PM

In this wide-ranging podcast, Steve explores:

* Silver, Gold, Platinum, Uranium and the underlying fundamentals

* Price targets for Silver, Gold, Platinum Uranium

* Timeframes

* The importance of having a commodity plan

* Exit strategies

* Why the protection of wealth is as paramount as earning it

* Is a black swan event around the corner?

* And much more

Contact Information

Website = SilverChartist PRO

X = SilverChartist

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 cracking value to protect your wealth, defend your freedom and outsmart the system.

Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look at a Polymarket market as well as look at the latest on Gold, Silver, Platinum, Government shutdowns and much more.

This article and video are FREE for everyone.

CC’s Polymarket mid-market of the week

When will the US Government shutdown end?

The last government shutdown went on for 35 days and only ended only after US air travel was on the verge of massive disruption. That was only a partial shutdown too!

Using 35 days as a barometer and the fact that it is a full shutdown at the time of writing, a 38% chance of the current shutdown ending on 15th October or afterwards seems quite compelling!

Watch this space and please do go and keep an eye out on this market for yourself!

Adam Fayed/Plan B - Get your plan in place TODAY!

This post and video are sponsored by Adam Fayed.

Adam is a published author, regular media commentator and has over 800 million social media views on Quora and beyond. He helps people looking for a plan B when it comes to their investments.

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Other posts mentioned

Fundamentals for Gold, Silver and Platinum

I recorded a video and wrote an article about the underlying fundamentals for these 3 metals. You can read/listen to that using the link below.

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Welcome to the Monthly Wrap for September 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.

3 small bits of housekeeping

* This video was recorded just after the opening bell on Tuesday 30th September 2025

* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.

* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.

NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

We also take a look at Lithium and Cobalt in the video.

Grasberg Copper Mine Incident Update

Luke Gromen podcast with Erik Townsend

Paid Subscribers now have access to both the video (above) and also the September 2025 Market Chart Deck (below) as well as the Top 9 Commodity & Geopolitical Events for September.

Today’s episode with Josh Young of Bison Insights. Bison Insights is a newsletter by Josh Young that shares high-upside potential oil and gas investment ideas, oil and gas market analysis, and expert interviews.

Josh is also the Chief Investment Officer at Bison Interests, an opportunistic investment firm focused on public energy equities.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 25th September AM

In this wide-ranging podcast, Josh discusses:

* Nat Gas fundamentals

* Oil fundamentals

* The short, medium and long-term outlooks of both markets

* 2 recent small-cap gas buyouts

* 1 potentially huge opportunity in oil

* A price target for oil

* And much more

Contact Information

Please do connect with Josh over at Bison Insights on Substack.

You can follow Bison Interests on their website too.

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Today’s episode with returning guest Lobo Tiggre (Speculator, Analyst + Author of Independent Due Diligence reports at Independent Speculator) gives a 30,000ft overview of the current economic climate as well as diving into gold, silver, copper news and uranium.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 25th September 2025 AM

In this episode, Lobo discusses:

* The top 5 reasons to own gold

* Why the Trump shock is NOT fully behind us

* Irrational exuberance on Wall Street

* Why exposure to gold, silver and the mining stocks is essential

* Why to be cautious about too much hyperbole

* 1 surprising Uranium characteristic

* Rare earths being a misnomer and don’t trust government involvement in them

* And much more

Contact Information

Please do go and check out https://independentspeculator.com/

The Upside Maximiser

Grasberg Copper News

You can also follow Lobo on X

You can also listen to our previous conversation back in 2024 by using the link below.

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Today’s podcast episode is with returning guest Gary Savage, President of the Smart Money Tracker

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 23rd September 2025 AM

In this wide-ranging podcast, Gary discusses:

* The 3 fundamental factors driving gold

* Gold suppression and why that has collapsed

* The short to medium term road map for Gold and Silver

* The 8-year cycle and where we currently are in it

* Potential exit strategies for 2029 and beyond

* How to profit from what lays ahead

* And much more

Contact Information

A big thank you to Gary Savage for taking out of his day to come back onto the show.

You can also follow Gary on X, or at the smart money tracker investing newsletter. The SMT is not open to new subscribers at the moment and will likely open to subscribers in December. Please follow Gary on X for updates.

You can also listen to our previous conversation back in January 2025, by using the link below.

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Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look at a Polymarket market as well as look at the latest on Gold, Silver and Platinum. Palladium is mentioned very briefly too. They all have very powerful factors working in their favour!

This article and video is FREE for everyone.

CC’s Polymarket mid-market of the week

Yes, Gold is doing very well at the moment and will likely break $4,000 this calendar year, but that does not mean that it will finish at $4,000 or more at the end of the year.

Podcast guest Gary Savage highlights the fact that there is likely to be an intermediate correction, possibly after the next FOMC meeting in October. If this were to happen then this could last until the end of the year.

38% of people saying over $4,000 by year end is too bullish in my opinion. I’d be going against this personally.

Gold

Here are 5 reasons why the price of gold is going to increase:

1) More people will start to wake up and smell the coffee

The world is not a healthy place at the moment. More people are realising what the central banks are doing (i.e. buying more gold) and more people want a piece of the price action. Hedge funds et al all seem to be asleep at the wheel. This just creates more opportunities for the likes of you and me. The minute hedge funds start to realise that gold is the place to be, the price will skyrocket.

2) War

Some will say that war has already started. Some believe that a wider conflict is imminent. Regardless of what is happening or what is happening, currency will shift to a safe haven and shift to true money. That safe haven and true money is gold. This demand influx will increase the price.

3) Currency printing

This can cover a wide range of subjects. Those wind-turbines to be built on the North Sea? Highly Subsidised! All that green and clean power that we need/want to generate to make our citizens poorer? Highly Subsidised! All those public sector pay increases? Highly Subsidised! Although taxes will increase, a majority of this currency will be printed, thus lowering the value of the £ (or whatever currency you are in) and thus push up the price of gold simultaneously.

4) A potential new BRICS currency backed by gold.

This may happen but it is a bit up in the air at the moment. If this does happen then it is possible that gold is revalued, and this revaluation would send the yellow metal higher.

5) A potential revaluation of gold in comparison to existing debt around the world.

This would likely be an accounting exercise in order to balance the books but it has the potential to send the price of gold much higher. I forget the chaps name but read his article and that indicated that a revaluation based on the current worldwide debt would result in 6 FIGURE GOLD.

$141,501 oz gold? It’s possible. Here’s how!

Numerous podcasts have also been recorded about Gold. I recommend that you take time to listen to them.

The pros and cons of bullion coins and bullion bars – Listen HERE

Advantages of owning Gold + Silver – Listen HERE

Do’s and Don’t of Bullion Storage – Listen HERE

UK Gold - 1 BIG Tax Advantage! – Listen HERE

Silver

Silver is surging and it has a LOT of room to run! 5 main reasons why physical silver are

1. Structural Supply Deficit

Silver mine production has been flat-to-declining for years, while industrial demand (solar, electronics, EVs, medical uses) is climbing. The Silver Institute projects continued structural deficits, which historically puts upward pressure on prices.

2. Monetary Hedge & Safe Haven

Like gold, silver is seen as protection against inflation, currency debasement, and systemic risk. With ballooning government debt, persistent deficits, and fiat debasement, investors are likely to start seeing silver as an easier entry to a monetary hedge.

We are starting to see signs of this, despite the main use of silver being industrial at present.

3. Green Energy & Technology Demand

Silver is critical for solar panels (photovoltaics), EVs, and 5G/AI-driven electronics. The energy transition is structurally increasing demand, and silver has no easy substitutes. Silver is also used for war machines too.

4. Historically Undervalued vs. Gold

The gold-to-silver ratio sits at 85.51. This is currently well above historical averages, which therefore suggests silver is cheap relative to gold. See chart below (correct as of Wednesday 24th September 2025). It is a 50-year chart.

Source

Silver tends to outperform gold in commodity bull markets. It catches up violently once momentum builds. That momentum also violently disappears too, which is why timing is very important.

5. Low Above-Ground Stockpiles

Inventories on COMEX and LBMA have been declining, with significant amounts flowing East. When investment and industrial demand collide, this should trigger a sharp price squeeze.

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Platinum

I deep dived into Platinum back in April.

$1,500 Platinum is something that has not been seen since 2014 and more and more people are talking about it.

4 Main uses of Platinum are:

* Industry

The current biggest use of Platinum is for catalytic converters. Catalytic converters help to reduce harmful emissions by converting them into less toxic substances. For example, turning carbon monoxide into carbon dioxide.

Platinum is also widely used in the green hydrogen economy as it is used as a catalyst for electrolysers. Platinum is a critical catalyst in hydrogen fuel cells, especially Polymer Electrolyte Membrane fuel cells (PEMs), which are used for clean transportation.

It can also be used in both petroleum refining and glass manufacturing.

* Investment

As mentioned in the GSR article, Platinum can potentially be a very good investment for those not wanting to purchase gold. You can probably buy physical platinum from a number of coin dealers. These will likely be in the form of both coins and ingots.

It is not traded or purchased as regularly as gold or silver. Please always do your own homework and research before making your investment decisions.

* Medical Applications

Platinum is a biocompatible metal, meaning that it does not react in the body. That is NOT an excuse to eat any physical platinum that you might have sat around by the way!

Because of its biocompatibility, it can be used for implants, pacemakers and even cancer drugs.

* Jewellery

Platinum is a very popular form of jewellery use in Asia. Its rarity and shine makes it very attractive to wear. Its durability is also a contributing factor for its jewellery use.

A massive key factor to mention is supply.

Supply

Platinum is extremely rare and makes up less than 0.003% of the Earth’s crust.

The 4 main countries that supply Platinum are:

* South Africa (approx. 70% of the world’s supply)

* Russia - mainly via the Norilsk Nickel mines

* Zimbabwe

* Canada

Combine the supply areas with the demand factors and it is no wonder that we are seeing Platinum surge. 20-year Platinum chart in USD is below.

Source

Palladium

I deep dived into Palladium back in April 2025!

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Today’s returning podcast guest is Clem Chambers.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Thursday 18th September 2025 AM

Clem Chambers is a leading technology innovator with a proven track record in the tech and financial services sectors. He has been involved in the software industry for over 40 years as a pioneer of computer games, multimedia, and the internet.

Clem is founder of the upcoming finance site aNEWfn.com and is the founder and former CEO of global stocks, shares and crypto information website ADVFN where he was responsible for propelling the platform from likely dot.com failure to thriving market leader (36 million users worldwide).

In this wide-ranging podcast, Clem discusses:

* Why Intel is a great Contrarian play

* US equities Boom or Doom?

* Gold, PGM’s and Copper

* Energy and the world

* USA/Europe/China relations

* AI/Energy and the energy correlation

* And much more

You can find out more about Clem Chambers here as well as at anewfn.com!

You can listen to our previous conversation below:

And please do check out his recent videos regarding Intel and the macroeconomic overview.

Intel Kabooooom!

S&P 500 MOON or DOOM: Why the Bull Run Isn’t Stopping Until 2026!

I wrote about the Copper merger in last week’s Commodity Wrap, which is below.

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CC

Welcome to The Contrarian Capitalist. Protect your wealth. Defend your freedom. Outsmart the system.

CC’s Polymarket markets of the week

The Fed cut rates by 25bps on Wednesday 17th September 2025. There is currently n 82% chance of a 25bps cut in October. This sounds fair to me. Rates should actually be going up, but that is truly a Contrarian play and unlikely to happen.

If I was putting my cash where my mouth is then this market seems fair and I’d be going for a 25bps in October. It’s not what should happen but is what I think will happen.

The second market of note is whether Jerome Powell will be out as Fed Chair in 2025. 6% seems way too high in my opinion. I put his chances at between 0% - 1%. He has delivered what Trump wanted (and will likely deliver again in October) and therefore Trump would have no need to remove him in 2025.

This market is grossly mispriced in my opinion. There could be a few $$’s to be made here.

Politics & Digital ID’s

A few weeks ago I spoke about Digital ID’s. They are now becoming more spoken about day by day.

Various article headlines and photos on Digital ID’s

Meanwhile in Vietnam

UK Housing Challenges

Thank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.

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Today’s podcast guest is Robert, self-proclaimed macro nerd | "Silent Depression" contributor | "when money isn't scarce, everything else is". He is the host of the popular Infranomics YouTube Channel.

AUDIO IS AVAILABLE HERE - NB There is an issue with the RSS feeds & Substack at the moment

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEO

NB - Recorded on Wednesday 10th September 2025 AM

Thank you also to Roberto Rios for putting us in touch in the first place!

This wide-ranging podcast explores:

* The Silent Depression. What it is and how long it has been happening for

* Why different metrics are needed to get a better (and more accurate picture) of the current economic situation

* Triffin’s Dilemma explained

* Currency and trade challenges

* Why there are tough times ahead for US Citizens

* Gold, Bitcoin and Land. The 3 pillars of protection moving forwards

* And much more

Contact Information

You can find Robert on X

Infranomics on YouTube

Also on a variety of other platforms by using his Linktree.

Scott Bessent Speech at the Manhattan Institute

Scott Bessent | The Fallacy of Bidenomics: A Return to Central Planning | A New Supply-Side

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CC

The first 3-way conversation/podcast on The Contrarian Capitalist features the fantastic E.M. Burlingame and Will Tanner, Co-Founder of The American Tribune. We might break the internet with this podcast!

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 9th September 2025 AM

This blockbuster podcast covers a wide range of topics, including:

* How do you undo a 400-year-old Psy-op?

* Normans/Saxons and the heritage of the English Civilization

* Oligarchy, Aristocracy & societal structures

* Forcing the crown to do their hereditary duties

* The king, the aristocracy and love of the land

* Aristocrats by Robert Lacey

* Why family offices are the now the most important people on the planet

* Why community and soldiers are also imperative in today’s society

* Wade Hampton and the 48ers

* Trust and why society is crumbling before our eyes

* The Pretorian system and their significant undertones

* Charles I and the structures that we need to thrive moving forwards

* What lays ahead for our civilization

* Why a bloody war is coming

* And much more

Contact Information Will Tanner

Please do connect Will Tanner. You can find him on Substack at The American Tribune, or on X at TAmTrib and also in person on X at Will_Tanner_1.

Contact Information E.M Burlingame

Please do check out and subscribe to E.M.’s Newsletter. You can also connect with E.M. on X, as well as finding his books on Amazon.

The Eternal War

The Art of Being a Man

Other books

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CC

Today’s podcast guest is MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), 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).

AUDIO IS AVAILABLE HERE

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NB - Recorded on Monday 8th September 2025 AM

In this episode Erik discusses:

* Nuclear policies and how to improve the nuclear process within the USA

* Nuclear geopolitics including Russia/China/North Korea as well as Niger

* 1 Oil factor that people are not thinking about at the moment

* Why Oil is likely to fall in price before going much higher

* Why Copper is flashing a recession signal

* And much more

Contact Information

You can connect with Erik Townsend on Substack and also on X

You can connect with MacroVoices on X too.

Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.

Copenhagen Atomics

Thomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.

Episode 1

Episode 2

You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji below

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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CC

Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.

AUDIO IS AVAILABLE HERE - NB There are issues with the RSS feeds and Substack at the moment!

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEO

NB - Recorded on Wednesday 10th September 2025 AM

This podcast/video covers a wide range of topics, including:

* SGE’s gold and silver vaults in Hong Kong

* The main reason why faith/trust in the USD has decreased

* 2 great charts to look at (below)

* What the hacksaw mountain in gold and silver is (X posts/photos below)

* Why Bitcoin is a digital liquidity sink scheme for the USD

* And much more

Contact Information

You can follow Eric on X

ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:

* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

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CC

Charts and X posts for reference

Sources are FT and www.goldchartsrus.com

Michael Saylor/Bitcoin/El Salvador Post on X

Hacksaw Mountain Post on X