Kontrarian Korner

Yesterday I had Colonel Towner-Watkins on for part 10 of the CIA Files. This week we were talking about Iran and the role of the British and American intelligence community in the overthrow of Mohammad Mosaddegh. This included Kermit Roosevelt, the Dulles brothers, and other notable figures around the Truman and Eisenhower administrations. We also connected the dots a little bit to the Iranian Rev...

Yesterday I had Porter Collins and Vincent Daniel on the podcast for the first time. We talked about everything going on markets, from the sucking sound of money chasing technology to the bifurcation of wealth in society and the role of government when it comes to regulating what is going on in markets. We also talked about gold, the Fed, and where things might be headed over the next couple years...

I hope everyone enjoyed the 4th of July yesterday, America’s 250th birthday, and the long weekend. Last Wednesday I had Cameron Macgregor on the podcast for a follow up on our first conversation. This time we talked about the culture issues here in the US, the historical mythology of the West, and the polarity between the masculine and the feminine. If you’re interested in the long term path of th...

Yesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their impact on the economy, and several cultural issues that come from having a hyperfinancialized economy. If you’re interested in real estate or some of the storm c...

Yesterday I had Ronald Dodson back on the podcast to talk about everything that has happened since our last discussion. We talked about the recent wave of Supreme Court rulings, recent events in the Middle East, and US relations with Russia and China, among other things. He also shared his view on the path we are on, and the problems with viewing America as an economic zone. Ron publishes on The A...

Yesterday I had Colonel Towner-Watkins on for part 9 of the CIA Files. We talked about Albania, Poland, and the rest of Eastern Europe, and how the seeds of the Cold War were planted by the CIA. We also talked a little bit about how the Cold War was a psyop and the people involved with one of the major operations in Eastern Europe. We wrapped up by covering some of the ties between culture and pol...

Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things up by talking about what is going on in the commodities space, and why he favors energy right now de...

Yesterday I had Colonel Towner-Watkins for part 8 of the CIA Files. This week we were talking about the Korean War, and why the unit we got in high school history class was so short. We covered the transition from a Japanese colony before WWII, to the split country that we have today. As you can imagine, there was a false flag to start the Korean War, US involvement and political interference, and...

Yesterday I had Trader Ferg back on the podcast to talk about different opportunities he sees in the market today. We got into the disruptions in the Middle East and which areas of the market might benefit, but we also talked about precious metals, the circular AI spending, and agricultural commodities. You can find Ferg’s Substack below. Podcast Summary * Why he favors oil services names with exp...

On Friday I had Cameron Macgregor on the podcast for the first time. We had a great conversation about recent events in the Middle East, the genesis of the conflict, and the system of influence over foreign policy that is breaking down. We also talked about Europe, financial markets, and the various problems facing Western society. We will be doing a follow up conversation soon, and I’m already lo...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com Yesterday I had Rob Connors from The Crude Chronicles back on the podcast. We talked about how recent events have pulled forward the bull cycle for oil. He doesn’t see a large price spike coming from the supply chain disruptions, but he does think oil prices will go higher as the marginal cost of supply increase...

Yesterday I had Mike Farris back on the podcast to talk about everything going on these days. We talked about the nuances of podcasting, what’s going on in markets and the economy, the state of the US, and a bunch of other topics. Mike has one of the best podcasts out there, so you should definitely go check his stuff out. You can find him on Twitter , YouTube , and all of the main podcast apps. I...

Yesterday I had the Colonel back on for part 7 of our CIA Files series. This week we covered the Philippines, and how we see the same patterns in this part of the world that we have talked about recently in Greece and Italy. We talked about how the American intelligence community paved the way for corporations and their land grab, the election interference, and the involvement of the US trained Ph...

On Thursday I had Matt Warder of The Coal Trader back on the podcast to give us an update on everything going on with coal. We also talked about the Strait of Hormuz, the various ripples in supply chains and the general macro environment, and the impacts of AI on small business and other parts of the corporate world. For anyone interested in commodities and coal specifically, it’s a must listen. Y...

Yesterday I had Scott Osheroff back on the podcast to talk about what’s going on in financial markets and where he sees opportunities. We covered the complacency in financial markets and the complicated macro setup with the Strait of Hormuz and the tech IPOs in the pipeline. We also talked about rates heading higher, the commodities complex, and where he sees opportunities today. You can find Scot...

Yesterday I had Dave Collum and John Polomny on the podcast for a great three way conversation about financial markets, the economy, and the future of the US. If you want to hear us rant about the SpaceX bagholders that will be created, or the asset stripping that has been going on in America, or the various problems in the medical and food systems, you will enjoy this one. It was a great combinat...

Yesterday I had Dan Herrin back on the podcast to talk about the insanity going on in financial markets and the insanity going on here in the US. He explained why he is bullish on energy and the pattern recognition on broader markets and the comparisons to 2000. We also covered some of the different problems facing the US and the changes that have happened since COVID. You can find Dan on Twitter...

Yesterday I had the Colonel back on for part 6 of our CIA Files series. This week we talked about Greece, and the British and American intelligence operations there in the wake of WWII. The primary motivation was to get Greece into NATO, but they had to deal with the native ELAS resistance force first. We also talked a little bit about Ivanka Trump’s and Jared Kushner’s plan to turn the island of...

Yesterday Will Tanner of The American Tribune returned to the podcast to discuss Noblesse Oblige, which is a topic I have been thinking about a lot recently. We talked about the insanity of some of the different policies here in the US, the administration’s focus on foreign affairs over domestic issues, and how to fix some of the most important problems facing the country. Will’s a must follow for...

Yesterday I had Aaron Clarey on the podcast for the first time. He has a very interesting background in finance and has written several books that are definitely worth a read. We talked about how the gender divide between men and women impacts the economy, the various parasitic influences in the economy and financial markets, and some potential solutions on how he would fix it. For anyone that wan...

Today I had Colonel Towner-Watkins back on the podcast for part 5 of our CIA Files series. We followed up last week’s episode on Italy with a deep dive on Operation Gladio and how it is the ancestor of the intelligence programs you see in today’s society. The history of these operations and their purpose is important to understand if you want to understand what is going on today. You can find Colo...

Yesterday I had Roberto Rios (aka The Peruvian Bull) on the podcast to talk about everything going on with financial markets, commodities, and Japan. We started with the ongoing meltup in the S&P, Warsh’s appointment at the Fed, but we also covered the AI buildout and Japan’s financial market situation. You can Roberto on Twitter and YouTube , as well as his Substack below. Podcast Summary * The m...

Yesterday I had E.M. Burlingame and Veles from Rogue News back on the podcast for our first three way conversation, and hopefully the first of many. We talked about a bunch of topics, but we spent most of our time on the complex layers of the AI and data center boom, and how that ties into the complex layers of the elites. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter...

Yesterday I had Kevin Dolan on the podcast for the first time. He is the founder of the EXIT Group (which he founded after getting doxxed), and has built an impressive network of guys across the United States. We talked about different problems facing the US, the side effects of the Civil Rights Act, the impacts of AI and the changing online environment, and the gender divide between men and women...

Yesterday I had Dale Comstock on the podcast for the first time. He has a very interesting background and has Special Forces experience operating all over the world. We talked about why he’s pessimistic on the future of the US, problems in the health, food, and education systems, and the changes that need to happen in the relations between men and women. This was a fun conversation with plenty of...