RSS Amplifier

Podcast

The Contrarian Capitalist

Contrarian intelligence on commodities, markets, geopolitics and macro risks to help investors preserve capital and build optionality. Join 5,400+ independent thinkers and get free expert interview podcasts plus insights for uncertain times.

contrariancapitalist.substack.comSource feed ↗11 episodes

Live Last read · last published · next check

Written by

Latest episodes

Saves to your Listen queue, to pick up on another day or another device.

Mid-Week Macro 19/08/2026 - Gold gets boost as QE gets fired up (again)

Bonds are also firing a BIG warning!

Play

August Update: Slowly Getting Back to Normal

A personal update on the challenges of the last few months, and the road ahead for The Contrarian Capitalist

Market Wrap 16/08/2026 – Softer CPI, Equity Highs & Weather-Driven Shipping Pressures

Slightly softer July CPI, unchanged PPI, mixed US index performance, Asian market moves, and weather-driven impacts on shipping and agriculture!

What the Gold to S&P 500 ratio is telling us RIGHT NOW!

August Chart of the Month with Tom Bradshaw.

Play

Commodity Wrap 14/08/2026 - $1,000 Silver? China sends Gold warning!

More excellent mining results and Diesel tells us what we need to know about inflation.

Mid-Week Macro 12/08/2026 - Metals Romp and Rate-Hike Odds Fall

CPI data comes in just under expected. Equities muted.

Play

Market Wrap 08/08/2026 – S&P 500 and Dow Hit Fresh All-Time Highs After 'Soft' Jobs Data

September rate-hike odds move lower, a weaker dollar and solid earnings lift US equities, while the KOSPI extends its longest losing streak in three years!

Commodity Wrap 07/08/2026 - Gold/Metals Rally as Oil and Nat Gas Slide

Soft jobs data, lower rate expectations and strong Asian buying lift gold, silver, platinum and palladium, while tight inventories and geopolitics keep oil volatile!

NORSEMONT STRATEGICALLY EXPANDS CHOQUELIMPIE LAND PACKAGE TO 9,048 HECTARES

Paid advertisement on behalf of Norsemont Mining (OTC: NRRSF | CSE: NOM).

Mid Week Macro 05/08/26 - Full Steam ahead for metals and miners?

Central Bank gold buying reminds us to do as the banks do and not what they say!

Play

Don Durrett: Gold/S&P Death Cross Still Looms Despite Record Highs – Economy on the Brink

Don Durrett on the Fed’s Catch-22, Housing & Cost-of-Living Crisis, Yen Carry Trade Risk, and why undervalued silver miners offer massive asymmetric upside in Legs 2 & 3

Play