The Contrarian Capitalist Podcast

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Aug 2026

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Protect your wealth. Defend your freedom. Outsmart the system with contrarian market insights, gold, silver, commodities, Plan B strategies, and exclusive expert podcasts. Join thousands taking back control — subscribe today! https://contrariancapitalist.substack.com/ contrariancapitalist.substack.com

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August 15, 202626 min

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

Welcome to Chart of the Month for August 2026 with The Contrarian Capitalist and Tom Bradshaw.4 small bits of housekeeping* This video was recorded on Saturday 15th August 2026 AM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please continue to provide feedback. Thank you, Vincent, for suggesting a bullet pointed summary of the transcript, which is below.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)* Gold-to-S&P ratio chart shows a long-term bullish cup-and-handle pattern since 1974.* A major resistance line connects peaks from 1980, 2011, and 2026.* Past hits to this line caused big pullbacks (98% then 78%); the next retest may break higher.* Today the S&P is much more overvalued than gold (about 6 times more).* Gold can outperform the S&P either by rising faster or by falling less in a market drop.* Gold is still a bit expensive, so keeping some cash (in short-term Treasuries) is smart for flexibility.* A breakout could be sharp and sudden, with gold possibly reaching $9,000 by late 2028.* If you have no gold yet, consider starting a position even now.* Cash or short-term bonds help you buy cheaper later if prices drop.NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

August 12, 202630 min

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

This Wednesday 12th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketAs mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksRate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedgeWTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedgeLos Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC SportDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

August 5, 202627 min

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

This Wednesday 5th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketThe surge in the gold price this week has seen the odds of gold hitting $4,400 in August go up from 11% to circa 57%. If this breakout gets confirmed, then I would imagine that gold would see $4,400 in August. Watch this space. The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksFriend of the podcast Tavi Costa has this excellent chart out, showing a potentially clean break out in Gold Miners. Watch this space.WTI Maintains Losses After Another SPR Drain, Distillate Stocks At 30-Year Seasonal LowsDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

August 5, 202658 min

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

Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 4th August 2026 PMUnlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging conversation, Don discusses:* Why record S&P 500 highs near 7,736 does not remove the risk of a Gold/S&P death cross* Why 7,000 on the S&P 500 is the key level: a break lower likely forces Fed cuts while staying above points to the Fed holding* Surface economic data looks fine but deep problems in housing affordability, the K shaped recovery, and rising living costs mean many young people cannot match their parents’ living standards* How The Fed is stuck in a catch 22 and cannot fight inflation while also supporting the economy and stock market* That Gold near $4,100 and silver near $59 are likely creating attractive dip buying opportunities in mining stocks* Silver miners offer strong upside as silver could rise far more than gold; focus on undervalued producers with growth and a diversified group rather than a few picks* Japan selling US Treasuries to support the yen is an early warning that further sales could push the 10-year yield above 5 percent, which is a potentially dangerous level* The precious metals bull market remains in Phase 1 after Leg 1; Leg 2 would likely see $6,500 gold and the last leg (leg 3), the mania phase, is still some way off* Why the window to buy undervalued miners is still open* And much moreContact Information & Previous ConversationsYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining StocksDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

August 1, 202645 min

End Month Macro July 2026 with Tom Bradshaw - EU Gas Rips 35%, Oil Up +20%, Gold Holds

Welcome to the Monthly Wrap for July 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.5 small bits of housekeepingThis video was recorded on Saturday 1st August 2026 AM UK timeThe chart deck was also inserted on Friday 31st July after market close. Bitcoin was added after recording on Saturday 1st August.Please do continue to provide feedbackNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedInBullet pointed AI generated transcript (for those that don’t have time to watch the whole video)July was a surprisingly busy month for markets despite the holiday season.Natural gas (Dutch TTF) was the biggest mover, up nearly 36%, due to Middle East tensions and Europe struggling to secure supply.Oil rose sharply (WTI ~24%, Brent ~29%) from shipping disruptions in the Persian Gulf and Red Sea, plus very low US emergency oil reserves.Higher energy prices are pushing up inflation expectations and Treasury yields, which could hurt the economy and AI stocks that rely on cheap borrowing.Gold held above $4,000 and edged higher; more short-term weakness is possible, but the long-term outlook remains strongly bullish.US stocks were mixed: S&P 500 almost flat and still in an uptrend above 7,000, while the Nasdaq fell ~6.6% on AI weakness.The US dollar weakened slightly and 10-year yields rose; higher yields do not automatically hurt gold and silver.Asian markets struggled, with South Korea’s Kospi down over 22% and Japan’s Nikkei down ~11%.Bitcoin gained about 7% but may face more downside in the coming months. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

July 29, 202630 min

Mid-Week Macro 29/07/2026 - Fed Holds, Gold Up, KOSPI Krushed

This Wednesday 29th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketWith a nothingburger today, the odds of no rate cuts in 2026 have slightly further increased.The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksFauci’s Diary Reveals Collusion With Obama to Debunk Beagle Torture Program | ZeroHedgeFauci pleads the 5thDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

July 27, 202614 min

First Phosphate Secures Quebec "Filon'' Fast Track Status – Fully Financed to FID

Today’s episode features John Passalacqua, CEO and Director of First Phosphate.First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.CSE: PHOS – FSE: KD0 – OTCQX: FRSPFPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 2nd February 2026 AMJohn Passalacqua, CEO of First Phosphate, explains:* The different types of phosphate that exist* The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA)* LFP uses, current supply and demand dynamics and why the future is very bright* How First Phosphate is positioned to take advantage of this situation* CATL, China’s largest producer and their recent large orders.* Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site* The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain* Shares, managements skin in the game and the team that make up First Phosphate* How much of an impact the phosphate price is on operations* Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze* And much moreUseful Company Information/Press ReleasesCSE: PHOS – FSE: KD0 – OTCQX: FRSPFFirst Phosphate WebsiteFirst Phosphate LinkedInFirst Phosphate XFirst Phosphate YouTubeFirst Phosphate general corporate video:Mine site video:https://www.firstphosphate.com/BeginLamarche3DLatest visit by Natural Resources Minister Hodgson to our future phosphate processing site:https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?:We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present:https://firstphosphate.com/first-phosphate-port-saguenay-agreement/We recently created the first LFP batteries from fully North American critical minerals:https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/This development was presented at the OREBA3 conference in Montreal:The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors.It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region!A recent post from the Belgian Embassy in Ottawa:https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/?Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders.https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/Unlock Paid AccessPaid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

July 22, 202635 min

Have Metals and KOSPI Finally Bottomed? Latest Moves Analysed

This Wednesday 22nd July 2026 Mid-Week Macro is sponsored by Norsemont Mining.Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile. Mid-week Polymarket marketSilver can definitely move, so I would not rule out it touching $70 between now and the end of the month!The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksBurnham tells cabinet to tackle living costs at first meetingIs Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even more)DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

July 16, 202621 min

Investor Credit Plunges to Nearly $1 Trillion: A Major Warning - with Tom Bradshaw

Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.3 small bits of housekeeping* This video was recorded on Thursday 16th July 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

July 16, 202657 min

E.M. Burlingame: UK Collapse & The Financialist Kill Chain

Today’s podcast guest is E.M. Burlingame of E.M.’s Newsletter.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 15th July 2026 PM UK Time.E.M. deep dives into:* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity* The real history behind Britain’s problems going back to 1688 and the Bank of England* Why the City of London and a hidden financial system have controlled Britain for centuries* King Charles III’s possible plan to expose corruption before stepping aside for King William* The key difference between “restoration” and “revolution” and why restoration is the better path* How bureaucracy has replaced traditional leaders and what can still be done to fix it* Why the US and UK face similar problems and how America is responding* The danger of constant distractions like phones and how to think more clearly* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind* Why English-speaking countries need to stand together against these forcesContact Information & Previous RecordingsPlease do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.Books include:The Eternal WarThe Art of Being a ManThis Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable ManThe Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)Lord RothburyTake control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

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Listen to episodes

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

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

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

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

End Month Macro July 2026 with Tom Bradshaw - EU Gas Rips 35%, Oil Up +20%, Gold Holds

Mid-Week Macro 29/07/2026 - Fed Holds, Gold Up, KOSPI Krushed

First Phosphate Secures Quebec "Filon'' Fast Track Status – Fully Financed to FID

Have Metals and KOSPI Finally Bottomed? Latest Moves Analysed

Investor Credit Plunges to Nearly $1 Trillion: A Major Warning - with Tom Bradshaw

E.M. Burlingame: UK Collapse & The Financialist Kill Chain

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