Kontrarian Korner

Last week I had Matt Warder back on the podcast to give us an update on the coal sector. We talked about why it might be tough sledding in 2025 for coal stocks, the different companies in the US and Australia, and more. You can find Matt on Twitter and on Substack below. He is must follow for any investor interested in the coal sector. Podcast Summary * His broad outlook for thermal and metallurgi...

On Friday I had Vince Lanci back on the podcast to discuss what has been going on recently in the Gold market. We discussed what is going with the LBMA, COMEX, and the gold flowing into the United States. We also briefly covered his thoughts on silver, platinum, and oil. It was a fun conversation and should help listeners get a handle on what is going on with gold right now. You should all follow...

Yesterday I had Mike Farris come back on the podcast to discuss a wide variety of topics, from geopolitics, Trump 2.0, to the health of America, and the pros and cons of podcasting and content creation. He let me rant a bit a bit on some of the things going on today, but it was a fun conversation. You can find him on Twitter , YouTube , and all of the main podcast apps. Podcast Summary * His skept...

Yesterday I was able to talk with Tommy Deepwater, who has been following offshore oil services for more than a decade, with a focus on deepwater. We talked about some of the recent news from the sector, the trend of consolidation and M&A, and where the offshore cycle sits today. His Twitter is a must follow for his weekly updates on the sector. It was a great follow up to my podcast series on oil...

Yesterday I had the pleasure of chatting with Doomberg for part 3 of my podcast series on oil. We bounced around a bunch of different topics, from geopolitics and Trump, to his view on the Permian Basin and OPEC, to other sources of oil supply like the Vaca Muerta in Argentina. It was a great follow up to the first two parts of the series. Podcast Summary * The geopolitical big picture, from sanct...

Wilson from HFI Research joined me yesterday for part 2 of my series on oil, and we had a great conversation on a variety of topics. We talked about his outlook for oil and gas in 2025, what he sees for US production and OPEC spare capacity in 2025, and some of the equities that he finds attractive today. You can also find him on Twitter where he posts some of his work on oil and gas. Podcast Summ...

Today I’m excited to publish the first part of a podcast series on oil that I will be doing over the next couple weeks. Rob Connors, the author of The Crude Chronicles , joined me for part 1 to give us a historical look at where we are in the cycle today. He also provided a detailed slide deck that we went through, which I included below. If you want to follow him on Twitter , he also shares some...

Last week I had PauloMacro and Rudy Havenstein on the podcast to discuss financial markets, financial nihilism, and the generational divide. The financial nihilism and generational divide are two big picture topics that I have started to spend more time thinking about in recent weeks. Paulo’s recent post on financial nihilism is why I wanted to record this episode in the first place. If you can ma...

Yesterday I had Dave Collum back on the podcast to discuss his 2024 Year In Review . It’s a must read every year, and goes deep into several different rabbit holes. It’s always entertaining, just like his Twitter . We had a wide ranging conversation on everything going on in the world today, from the LA fires, Trump and geopolitics, to health and financial markets. Podcast Summary * The LA fires a...

Last week I had Yuri Bezmenov on the podcast to talk about a variety of topics that have had an impact on the US, from the changes in academia, to DEI, and other divides we see here in the US. It was a fun and wide ranging conversation on some of the things that have become more obvious to me in recent years. You can find his Substack below, and you can also find him on Twitter . Podcast Summary *...

Last Friday, I had my first return guest on the podcast, Tom Luongo, back to discuss what is going on in the world after Trump’s recent election. We touched on a wide variety of topics, from the mainstream (or undead) media, to geopolitics and the different competing factions around the world, along with oil and bitcoin. You should all go check out Tom’s newsletter/Patreon at Gold, Goats n’ Guns ,...

Yesterday morning I had Erik from Your Weekend Reading on the podcast for a great and wide ranging discussion. We talked about everything from bonds and changing market regimes to inflation and Project Zimbabwe, which ties in with his experience investing in Africa. You can also find him on Twitter here . Podcast Summary * We talked about a regime change in the market, and what it might look like...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I hope everyone had a good Thanksgiving last week, but I wanted to put out a short video this morning. I got a couple questions on Calumet $CLMT with the DOE loan and dilution, so I wanted to follow up after my recent podcast with Karst Research and Jake LaMotta . It won’t be a full breakdown, so you should watc...

Yesterday I had two guests on the podcast, Karst Research and Dylan (aka Jake LaMotta , aka Raging Bull Capital), to talk about Calumet $CLMT . You should all go check out their Substacks below. You can also find them on Twitter ( here and here ). It was an interesting conversation on a stock that has several catalysts lined up in the near future. We talked about the DOE loan that is expected to c...

Yesterday I had Will Tanner from The American Tribune on the podcast to discuss Rhodesia, Ronald Reagan, and the future of America and Britain. You can also find Will and his viral threads on Rhodesia on Twitter . It was an interesting and wide ranging conversation on Rhodesia, its parallels to the current state of the US, and other topics that will certainly give listeners food for thought. Podca...

On Friday I had Sal Mercogliano on the podcast to talk about all things shipping. His YouTube channel, What’s Going On With Shipping , is a great resource to stay up to date on all of the things that have an impact on the sector. You can also find him on Twitter . We talked about the incoming Trump administration and some of the different shipping sectors. Podcast Summary * The potential impact of...

My guest on today’s podcast is E.M. Burlingame , a former Green Beret with wide variety of career experiences in different parts of the financial world. I first heard him on The Coffee And A Mike Podcast, but we had a great discussion on the results of the Presidential Election and everything else that is going on in the world right now. You can also find him on Twitter , or his books on Amazon. P...

Yesterday I had Peter R. Quiñones on the podcast to discuss the upcoming Presidential Election, geopolitical events in the Middle East and Ukraine, and our occupied government. You should all go check out Pete’s podcast and his Twitter . He’s a very entertaining follow, and his frequent podcasts are one of the reasons I stayed sane during the COVID lockdowns a couple years ago. Podcast Summary * T...

Once you realize it’s all nonsense then it all makes sense. A couple days ago, I had fellow Substack author Le Shrub on the podcast. He writes over at Reminiscences of a Shrub Operator , and if you don’t already follow him, you should. He’s clearly the most talented trader in the plant kingdom, but we had a great conversation on different commodities, the market, and several stocks of interest. He...

Yesterday I had Larry Johnson on the podcast to talk about all of the things going on around the world. He’s former CIA and a very sharp geopolitical analyst. We talked about what is going on in the Middle East with Israel and Iran, Ukraine, and how the US Presidential election might play out. You can find him at SONAR21 , where he breaks down current events here in the US and abroad. Podcast Summ...

Last week I had Mihail Stoyanov , the author of TheOldEconomy , on the podcast to talk about shipping, commodities, and his investment strategy. With his background in the shipping sector, he was able to give some valuable insights into the different subsectors worth keeping an eye on moving forward. We also talked about commodities, his options strategy, and other opportunities he finds attractiv...

We had a double dip on the podcast last week, so I’ll be posting this one instead of the Videos of the Week. I had Stormy Waters on the podcast, someone who is a must follow on Twitter. He is anonymous, but he has sold a couple businesses and is now focused on venture capital, private businesses, commodities, and public equities. It was one of those conversations where you forget you’re even recor...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I wanted to ramble on some of my thoughts on three situations that I’m paying the most attention to right now, and why I have been adding to Sable Offshore $SOC and Navios Maritime Partners $NMM . I also talk about Calumet $CLMT and what I’m watching there between now and mid-October. I’ll be writing part 2 toda...

After talking with Vince Lanci VBL a while back, he said I should have Brynne Kelly on to talk about oil markets, and after the recent action in oil, I figured now was as good of a time as any. We talked about oil and natural gas, LNG, energy infrastructure, among other topics. Podcast Summary * Her view on owning energy equities, and why she prefers to get energy exposure directly through the com...

This week I had Judd Arnold of Lake Cornelia Research Management on the podcast. We discussed two companies I have been very interested in, Sable Offshore $SOC and Navios Maritime Partners $NMM . Judd walked through the numbers on both companies and explained what he thinks the next couple years look like for both companies. We also discussed some of the names in the offshore space, which has had...