Kontrarian Korner

Yesterday I had Rudy Havenstein back on the podcast to discuss what is going on in the world, markets, and of course, we also talked about inflation. He’s full of a bunch of interesting information, anecdotes, and stories on financial markets, politics, and current events. Listeners will learn a thing or two and be entertained along the way, but for anyone interested in the intersection of markets...

Yesterday I had Maxim Benjamin Smith on the podcast to give us the firsthand account he has had over the last couple years as the test subject for The Preparation . We talked about some of his best and worst experiences from his travels, what he will be doing next, and how it has shaped his view of the world. We also talked about where he thinks the world is headed over the next couple decades, an...

Yesterday I had my friend, Dan Herrin, on the podcast. He’s a longtime private investigator, one of the best storytellers I have met, and has an interesting lens on financial markets. I was able to get a couple stories from his career (he’s got a ton), as well as some anecdotes from his current roadtrip. We also talked about his view on precious metals, energy, and why he’s starting to get optimis...

Yesterday I had Dave Collum back on the podcast to talk about everything going on the world of markets, current events, and we even got into a couple of our favorite rabbit holes. He doesn’t pull any punches and as always, he is very entertaining. Our conversation will have something for everyone, and if you want to find Dave, you can find him on Twitter . Podcast Summary * What he’s seeing in mar...

On Monday (before I got sidetracked over the last couple days), I had Matt Smith @ Crisis Investing on the podcast for an interesting conversation. We discussed their new book, The Preparation , which he wrote with his son, Maxim Smith, and Doug Casey. It will be very interesting for anyone that has a son that is approaching college, and it’s a book I wish I had 15 years ago. We also got into fina...

Yesterday I had Roberto Rios (aka The Peruvian Bull) on the podcast for an interesting conversation on the 30,000 foot view of the macro world. We talked about the Fed and the Treasury, precious metals, real estate, crypto, and everything in between. If you’re interested in the big picture for different assets in the world of currency debasement, you will enjoy this one. You can find him on Twitte...

Yesterday I had John Polomny on the podcast for a wide ranging conversation on markets and current events. We got into broad markets, opportunities in the commodities sector and international markets, and some of the political shifts on the horizon. If you’re interested in where markets and the world are probably headed over the next several years, you will enjoy this one. You can find John’s Subs...

Yesterday I had Rob Connors from The Crude Chronicles on the podcast. If you’re interested in the long term picture for the energy sector, his work is worth checking out below. We got into a bunch of different topics, from the peaking productivity rates in the US, the importance of development costs, and where he sees the floor for oil. One of the other big picture topics that is starting to get m...

Before I spent all of the last two days on the phone, I had Robert Smallbone of The Contrarian Capitalist Substack on the podcast. We talked about his view on what is going on in Europe and the U.K., why he left England and the importance of having a Plan B, and what he sees for commodities and broader financial markets in the future. You should check out his Substack below. Podcast Summary * Euro...

Yesterday I had Luke Gromen on the podcast for the first time. It was a great conversation on a bunch of topics, from the Fourth Turning to where financial markets are likely headed. We covered oil, precious metals, Bitcoin, and the potential chain reaction we could see from AI. If you’re interested in any of those big picture topics, you will definitely have something to think about. For anyone t...

Yesterday I had Will Tanner from The American Tribune on the podcast. We got into a bunch of different topics, from immigration to the Civil Rights Act and the return of family dynasties. We also talked about one of my favorite long term political topics, which is the change in our form of government to something closer to a monarchy. It was a very interesting conversation, and for anyone interest...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I originally had a podcast guest lined up for yesterday, but work roped him in, so he will be coming on next week. There wasn’t anything groundbreaking from Sable Offshore’s $SOC 10-Q, but there were a couple things worth mentioning in there. I also went into a couple other things with oil, and a couple pieces o...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com On Monday I went on The Contrarian Capitalist podcast to talk markets, current events, and politics. We spent some time on oil, platinum, my views on Europe and the EU, and immigration, so it was a wide ranging conversation. I have included a link to Robert’s Substack, so you guys can go subscribe to his work.

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I spent a good chunk of yesterday on the phone talking with other investors about Sable Offshore $SOC and where things stand there. In the video, I went over the stipulation on the 10 day timeline, OSFM signoff, and the Permit Transfer. I also got into some of the more interesting data points I have seen over th...

Yesterday I had Tom Luongo back on the podcast to talk about everything going on in the Trump Administration, the Federal Reserve, and on the geopolitical chessboard. We got into tariffs and the recent trade deal with Europe, the Deep State, the impact of stablecoins on the financial system, and the important role gold will play moving forward. You can find Tom on Twitter and over at Gold Goats n’...

On Friday I had Matt Warder back on the podcast for an update on the coal sector. We also got into copper, rare earths, and several other big picture financial market topics. If you’re interested in the coal sector or have some of the individual coal stocks on your watchlist, you guys will like this one. If you’re listening on one of the podcast apps, you might want to switch to YouTube or Substac...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com Yesterday I had Wilson from HFI Research back on the podcast to give us an update on the energy sector. We talked about current events and sanctions, what US oil production will look like over the next 18 months, and what OPEC has planned for that same timeframe. If you’re trying to get a feel for what the rest...

Yesterday I had Charles Spadille on the podcast for a fascinating conversation on the state of the US. He has a background as a federal immigration enforcement officer, so we got into immigration and the impact it has had on the US over the last several decades. We also got into the generational divide, the dynamics between men and women, and the coming “Fix It” moment. Anyone who watches Peter R....

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I have been getting some questions and had a couple of conversations over the weekend on Sable Offshore’s $SOC court hearing on Friday. I briefly touched on the other cases (the CCC and the Permit Transfer), but laid out the importance of the Consent Decree and CEQA in the EDC/CBD case. I also shared some though...

On Tuesday I had Vince Lanci back on the podcast to cover about recent events, precious metals, energy, and geopolitics. We talked about the return of mercantilism, mineral wars, other big picture topics, and how they feed into financial markets and commodities. You should all follow his Substack below for his updates on precious metals, but you can also find him on Twitter . Podcast Summary * The...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com Over the weekend I had several interesting conversations with investors about Sable’s hearing on Friday this week, so I wanted to share some of those thoughts briefly. I also talked about precious metals, including platinum. Offshore oil services and coal stocks have also been moving lately, so I weighed in on t...

This is Part 2 of my discussion on Monday with Clay Martin and E.M. Burlingame . This one covers some of the differences between men and women, how to fix the so-called gender divide, and some of the changes that might be on the horizon in coming years. We also got into the future for the US, why the best years could be ahead of us, and how a tax revolt could be a (more) peaceful revolution. If yo...

On Monday, I recorded my first in-person podcast with Clay Martin and E.M. Burlingame . E.M. was kind enough to host, and it was a long and fascinating conversation. Clay Martin is a former Recon Marine and Green Beret, and he has also become a prolific author over the last several years. You can find his books on Amazon , and he’s also a very entertaining follow on Twitter . We decided to break t...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com On Friday I had John Polomny back on the podcast, and this time we got into some of the individual names he likes in several different sectors. We talked about oil, uranium, and other commodities, but we also got into several other things that fly under the radar in other markets around the world. At the end of...

Yesterday I had E.M. Burlingame back on the podcast, and we covered a bunch of different topics. We hit on everything from current events and geopolitics, estrogen based warfare, where he sees the US headed over the next several years and longer term, and the hyper-financialized economies of the West. I will be having him back on soon to discuss what he is working on in the health and medicine are...