Kontrarian Korner

Yesterday morning I had Tommy Carrigan on the podcast for the first time. I was on his podcast a while back and it was time to return the favor. We talked about current events, the changing media environment and what it means for future psyops, and how new technology could lead to an age of abundance or something a lot worse. It was a fun conversation and a change of pace from focusing exclusively...

Yesterday I had Veles back on the podcast for the first time since last March, and it was one of the rare episodes that I listened to the whole thing while editing it last night. We obviously talked about recent events in the Middle East, but he made a compelling case that both sides are pulling punches by refraining from destroying electricity infrastructure and desalination plants. If you want a...

On Friday I had Dave Collum back on the podcast to rant about the state of the world and everything that has been going on lately. It’s been too long since I had him on the podcast and it was fun to chat with him about the situation in the Middle East, the competition between factions going on in the Trump administration, and the structural problems with financial markets. We were able to mix in s...

Yesterday I had Moritz Bierling on the podcast for the first time. We talked about the competing elite factions, how the conflict between the US and the British Empire has evolved, and where the world will go from here. He also got into the importance of having a positive vision for the system that should be built, and several other civilizational and cultural topics that are top of mind for anyon...

Yesterday I had Craig Tindale on the podcast for the first time. For anyone interested in commodity and physical supply chains, it’s a must listen. We dove into the recent events in Iran and their impact on supply chains (not just for energy), and how insurance plays a role in global shipping markets. We also talked about China’s Unrestricted Warfare approach to global commodity supply chains and...

Yesterday I had Jordan Webster ( Geólogo Trader 🇦🇺 ) on the podcast for the first time to discuss Andina Copper, where he is VP of Technical Communications. He has a background as a geologist in Australia before moving to Argentina several years ago. We got into each of the company’s assets and the exploration plans they have, along with some of the recent drill results and assays that are pending...

Yesterday I had Jason Perz on the podcast for the first time, and we discussed the different trends going on in the financial markets. We talked about the commodities complex and which areas he finds most appealing right now, along with the reasons to avoid large cap tech and bonds as we move through this inflationary regime. It was a fun conversation and I’ll definitely be having him back on to d...

Yesterday I had Giacomo Prandelli on my podcast for the first time. He has an interesting vantage point as a commodities trader in Switzerland when it comes to geopolitics and commodities markets. We talked about the geopolitical chessboard and the tensions between the US, Europe, China, and Russia. We also got into the commodities complex and talked about where he sees opportunities and why it’s...

Yesterday I had Tommy Lee on the podcast to talk about Transocean’s $RIG acquisition of Valaris $VAL . For anyone interested in energy, Tommy is an expert on the deepwater subsector of offshore oil services, and we dove into the transaction, how it deleverages RIG’s balance sheet, and the potential synergies between the two fleets. We also talked about other subsectors of offshore oil services, bu...

Yesterday I had Mark Mitchell of Rasmussen Reports on the podcast for the first time. He’s an independent pollster and a very entertaining follow on Twitter . We talked about his expectations for the midterm elections, geopolitics, and how the generational divide is going to be one of the most important topics for determining the future of the US over the next decade. If you’re not following his w...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I hope everyone is enjoying the long weekend, and I wanted to do a quick update on all of the stuff going on recently, from the talk about Greenland and Canada to the upcoming World Economic Forum and Trump’s speech set for Wednesday. It has been everything, everywhere, all at once on the geopolitical stage so f...

Yesterday I had E.M. Burlingame on the podcast to talk about the fast start to 2026 as far as geopolitics and financial markets. We touched on everything from Venezuela, to the Middle East and China, as well as the current political situation in the US. We also got into some of the changes happening in financial markets, and what we could see long-term as far as a complete change in the financial...

On Friday, I had Sara ( TripleS Special Situations ) and Albert Collette on the podcast to discuss the tin market, why it presents an interesting opportunity, and why First Tin is an attractive way to play that opportunity for investors. Sara has experience in the commodities space as an operator and investor in opportunities that are off the beaten path, and Albert is a former board member of the...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I wanted to do a video as a follow up to my post yesterday and talk about recent events in Venezuela, how it might impact different energy subsectors, with a focus on $OIH and $SLB for example. I also took a look at some long term ratio charts for different assets and commodities of interest. I have included lin...

Yesterday I had Vince Lanci back on the podcast to discuss everything going on precious metals and his outlook for the sector in 2026. We talked about the recent move in silver, some of the current events, and why he’s still bullish. We also talked about gold leading the whole commodities complex, platinum flying under the radar, but breaking out to its highest level since 2011, and everything els...

Yesterday, I had PurpleDrinkCapital back on the podcast for an update on what he is seeing in markets. We talked about the recent Fed meeting and broader markets, and we also bounced around the different commodity sectors. He explained what he looks for in the charts and how it impacts his strategy, but it was a great conversation for a broad look at financial markets as we head into 2026. For any...

Yesterday I had Ross Jennings on the podcast to talk about Millennial Potash. He’s the largest shareholder and owns more than a quarter of the stock, and our conversation got into many of the questions I have received on the company. We talked about everything from the political risk in Gabon, what the company has to do to get into production and how long he expects it to take, to the upside case...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I wanted to do a video this week and get into some of the things that are looking interesting as we look ahead to 2026. I talked about a lot of the different commodities, sector ETFs (including South America), and other commodities that I have started to look at, including tin and lithium. Also, I am having Ross...

Yesterday I had Melody Wright on the podcast to talk about all things real estate. We got into the changing demographic trends, institutional and foreign ownership of real estate, and the different narratives around equities, AI spending, and real estate. We also talked about the privatization of Fannie Mae and homebuilder sector, among other things. For anyone interested in real estate, Melody is...

On Friday I had first time guest Scott Osheroff on the podcast. He runs Yurta Capital and is focused on overlooked opportunities in frontier markets and commodities. We talked about his experience traveling and investing all over the world, and why he thinks we will see a capital rotation to markets outside of the US. We also bounced around different commodities sectors, and which ones he finds ap...

Yesterday I had Doug Casey on the podcast, and we got into a bunch of different topics across the commodities space and financial markets. We talked about the bubble forming in the tech sector with the AI capex boom, the future of the US, and other things to keep an eye on for the next several years. You can find Doug at The International Man , The Crisis Investing Substack, and the YouTube channe...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I led off with a quick rant on Sable and the equity raise last week and the 10-Q, but I got into a couple things that I covered in my thread the other day. After that I got into commodities, money rotating into certain sectors, and a couple trades I’m looking at. Energy, OIH & SLB

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com After the recent talk of 50 year mortgages over the weekend, I wanted to share my thoughts on the topic and rant a little bit. I touched on a couple things there, and why it’s a bad idea that would only make the affordability issue worse in the long run. It sounds like the government shutdown might be coming to...

Yesterday Robert from Infranomics joined me on the podcast to talk about interest rates, financial plumbing, issues facing the US, and how to fix them. We got into the financialization of the economy, distortions in financial markets, and how inflation has eaten away at real wages and purchasing power. You can find Robert on Twitter and on YouTube , and for anyone who wants to dig into financial p...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com This will be a bit of a different format, but it’s something that I’m thinking about doing on a weekly basis. I kept it short and sweet this week, but I wanted to talk briefly about why I chose to sell puts on the newest holding instead of buying shares outright. I think it’s worth a look with the elevated impli...