Kontrarian Korner

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com I wanted to get something out early this week after the bloodbath for oil and the energy equities. Price drives narrative, and we saw that last week for oil. I’m still stubbornly bullish, but that doesn’t mean oil won’t go lower short-term. I do think that the risk/reward from here is skewed, but that doesn’t ma...

I was able to get Rudy Havenstein on the podcast last week for a great conversation. We talked about his investing strategy, real estate, inflation, and much more. If you don’t already follow him on Twitter , he’s one of the most entertaining accounts to follow. I don’t see volatility as risk. I see risk as permanent loss of capital. Podcast Summary * His investing strategy, which is focused on th...

Last week I had Matt Erickson of the Kingpilled podcast on the show to talk about the PayPal Mafia. We’re closing in on two months to election day, and I wanted to get him on to chat about some of the influential groups behind the scenes and what he sees coming for the rest of the year. Matt’s worth a follow, and you can find him on YouTube and Twitter . Podcast Summary * We go down the PayPal Maf...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com This was one of my favorite podcasts I have recorded so far and I had to go listen to it a second time last night. I haven’t found many investors like PauloMacro that are as good at painting a picture of where we are today in financial markets and where we might be going. If you aren’t able to get enough from hi...

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com A lot of people seemed to like this format, so I figured I would stick with it. I talked a bit about some of my thoughts on the inverted yield curve, interest rates, and recession. I also talked about oil and geopolitical risk, recent events in the coal sector, and current political events. For paid subscribers,...

Last week I had Vince Lanci on the podcast. He’s a veteran trader and the author of the Gold Fix Substack. You can also find him on Twitter . We talked about the unnatural price action in oil, the precious metals and some opportunities there, as well as some of the interesting dynamics going on between the Fed and the Treasury. You can also watch the video on YouTube below. Podcast Summary * Vince...

I decided to keep this one free for everyone so I could experiment with a new format. I wanted to put out a quick update on what I think is interesting right now in the portfolio. Like all of my best ideas, the name came to me at 2:00 in the morning while I was staring at the ceiling waiting to fall asleep. If any of you have suggestions for features you would like to see on the Substack, or topic...

Last week I had Dexter White on the podcast. He’s the editor of Gold, Goats n’ Guns and I enjoyed our conversation. You can also find him on Twitter . We covered the US election, geopolitics, unrealized capital gains, artificial intelligence, and more. You can also watch it on YouTube below. Podcast Summary * We covered the US Presidential election and Tim Walz as the VP pick for the Democrats. *...

I had Dave Collum and Tom Luongo on the podcast fairly early, so naturally I was getting questions on when I would have Jim Kunstler on the podcast. He’s the author of The Long Emergency, and is a sharp commentator on current events, politics, and changes in long term trends. He writes two posts a week on his Substack that are just as likely to make you laugh as they are to make you angry about th...

Last week I had Anas Alhajji on the podcast to discuss all things energy. For anyone interested in oil, gas, or coal, you will definitely learn something from this one. We hit on a wide variety of topics, but you can also watch it on YouTube here . We talked about the greatly exaggerated death of the petrodollar, and what would be required for the Saudi Riyal to depeg from the US Dollar. I know th...

Earlier this week, I had Mike Farris on the podcast. He’s the host of the Coffee and a Mike podcast , where has guests on to discuss a wide range of topics, from geopolitics and current events to financial markets and health. We had a great discussion covering what America has in store in coming years and some of the issues we face as a country. You can also watch it on YouTube . Podcast Summary W...

Late last week I had Andy from Finding Value Finance on the podcast to discuss his thoughts on markets, commodities, and where some of the best opportunities in the market are. He has great daily updates on what is going with the market, commodities, and other sectors of interest. You can also find him on Twitter . He looks at fundamentals as well as technicals, and is a part of why I have started...

Before I knew anything about what happened with President Trump and the assassination attempt in Pennsylvania, I had invited Mark Wauck onto the podcast yesterday for an update on the geopolitical situation. Mark is a retired FBI agent who writes Meaning in History on Substack. After the events this weekend, we obviously took a detour into the situation with Trump, how it might impact the election...

I had Christine Guerrero on the podcast last week to talk about oil and what’s going on in energy markets today. She’s a good follow on Twitter for any of the social media junkies out there. You can also watch the podcast on YouTube . We also discussed stocks in different parts of the energy sector, including Frontera and Petrobras $PBR . I’ll be touching on both stocks briefly in my portfolio upd...

I had Tom Luongo on the podcast recently, and we got into a wide ranging discussion on markets, geopolitics, and current events. He’s the author of Gold, Goats n’ Guns and definitely worth checking out. He’s also very entertaining on Twitter . If you would rather watch on YouTube, the link is here . Tom went into detail on a bunch of topics, including: * The Geopolitical Chess Board, and the diffe...

We have a double dip on the podcast this week, so instead of the Videos Of The Week post, I wanted to drop my conversation with Dave Collum for you guys. He’s a professor of Organic Chemistry at Cornell and a must follow on Twitter . He’s also a sharp investor and entertaining market commentator. If you would rather watch the podcast on YouTube, here’s a link . On the podcast, we discussed: * Fina...

I had Steve from Unemployed Value Degen on the podcast the other day. He’s a relatively new Substack writer, and I was interested to chat with him on Transocean $RIG and several other companies he’s interested in. You can find his Substack here . If you want to watch it on YouTube, here’s a link . We spent a good bit of time chatting about Transocean and offshore, but we also covered several other...

I had John Polomny on the podcast recently, and we had a wide ranging discussion on what he’s paying attention to today. He writes the Actionable Intelligence Alert , a Substack you guys should check out. You can also find the video on YouTube , or on the main podcast platforms. We talked about investments and current events, among other things: * John’s experience and background in the power indu...

I hope everyone had a good Memorial Day weekend. I recently had Matt Warder, who recently took over The Coal Trader , on the podcast. You can also watch it on YouTube here . He is an expert on all things coal. We chatted for an hour on the coal sector and some the stocks that might be interesting to you. You can find him on Twitter as well. We talked about Matt’s thoughts on a bunch of other coal...

I had Phil Gibson as the first guest on the Kontrarian Korner podcast. If you want to read his work, you can find his Substack at QPOL . If you want to watch it on YouTube, check out my channel here . We talked about multiple topics, including: * Fed policy, and the potential to put gold on the yield curve * The different factions on the geopolitical chessboard * His thoughts on Bitcoin, why he ow...

A quick hit introduction on my background as an investor and how I got to writing on Substack and starting a podcast.  Check my stuff out on Substack at https://www.kontrariankorner.com/  or on Twitter at https://twitter.com/BR_Kelleran . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe