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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September 10, 202625 min

Thursday Macro - Rates, Rants and Resistance

Welcome to a belated Mid-Week Macro for Thursday 10th September 2026, sponsored by Adam Fayed. Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist , for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend! Tuesday 29th September 08:00 EST, 13:00 UK Can’t attend live? No problem, register and we’ll send you the full recording for free. Meeting Registration - Zoom Mid-week Polymarket market Given the PPI figures (and quite possibly the CPI figures tomorrow) it is no surprise to see that the odds of a rate hike have increased. 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. Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B. Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book! NB - This is not an affiliate link 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 Links AfD’s Historic Win Shocks German Political Establishment: Here’s What Happens Next After AfD Victory In Saxony-Anhalt, Merz And Weidel Trade Blows During Intense Debate In Bundestag Europe’s Auto Bloodbath Deepens: Jaguar Land Rover To Axe 4,000 Jobs After VW Targets 50,000 More Job Cuts Rate-Hike Odds Spike As Fuel Costs Push US Producer Prices Higher Trump Floats $5,000 “Stimmy” Checks For Every US Adult Citizen If GOP Holds Congress EUR Drops As ECB Hikes Rates (As Expected); Raises Inflation Outlook, Sees Downside Growth Risks 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

September 2, 202631 min

Mid-Week Macro 02/09/2026 - WTI rallies above $90, Diesel Crack above $100

Welcome to Mid-Week Macro for Wednesday 2nd September 2026, sponsored by Adam Fayed. Special Offer Annual Subscription → Normally $110 → Now Just $55! Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off. This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026 , and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist! Webinar Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist , for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend! Tuesday 29th September 08:00 EST, 13:00 UK Can’t attend live? No problem, register and we’ll send you the full recording for free. Mid-week Polymarket market 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. Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B. Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book! NB - This is not an affiliate link Podcasts & Posts & Article Links I mention #10 by Solstice Laboratory in the video, which looks at primarily at Oil and Geopolitics. You can read that article by using the link below. And Diesel Crack Spreads 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

August 31, 202657 min

End Month Macro Aug 2026 - Gold & Silver Just Gave a Major Sell Signal… Is a Big Crash Coming? with Tom Bradshaw

Contrarian Capitalist Special Offer Annual Subscription → Normally $110 → Now Just $55! Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off. This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026 , and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist! 50% OFF FOREVER 5 small bits of housekeeping This video was recorded on Monday 31st August 2026 PM UK time The chart deck was also inserted on Monday 31st August 2026 PM UK time Please do continue to provide feedback NB - 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 Capitalist Tom Bradshaw/Beyond the Headlines Tom Bradshaw LinkedIn 10 Key Takeaways Bitcoin surged around 25% in August , but Tom remains bearish and sees the move as potentially being a bull trap. $80,000 is a major resistance level for Bitcoin , while a failure there could eventually open the door to much lower prices. US government bond yields remain elevated , creating a difficult situation for the Federal Reserve and the highly indebted US economy. Oil remains a major inflation risk , particularly if geopolitical tensions in the Middle East escalate further. The diesel crack spread has surged to historically elevated levels , potentially increasing costs throughout the real economy. Agricultural commodities are beginning to trend higher , raising the prospect of further food inflation. The S&P 500 and Nasdaq remain in strong technical uptrends , despite concerns that US equities are in an extreme valuation bubble. The Dow has formed a potentially bearish monthly candle , making September and October an important period to watch for equity markets. Tom Bradshaw’s model has turned bearish on gold and silver , leading him to sell his ETF holdings after substantial gains. The long-term outlook for precious metals remains bullish , but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes. 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 26, 202633 min

Mid-Week Macro 26/08/2026 - Bullion, El Niño, Bonds, Bessent and more

Welcome to Mid-Week Macro for Wednesday 26th August 2026, sponsored by Adam Fayed. Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist , for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend! Tuesday 29th September 08:00 EST, 13:00 UK Can’t attend live? No problem, register and we’ll send you the full recording for free. Mid-week Polymarket market Sometimes the best thing to do is to do nothing! 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. Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B. Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book! NB - This is not an affiliate link 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 Links Normal Brits Are Unwittingly Funding Pro-Illegal Migrant Charities Household energy bills to hit three-year high as Ofgem announces 4% rise from October “Buffers Running Down Quickly”: HSBC Warns Next Global Food Shock Brewing Canada announces ‘dollar-for-dollar’ retaliatory tariffs on US as high as 50% Fed’s Favorite Inflation Indicator Ticks Up In July As Americans Suddenly Start Saving 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

August 25, 202650 min

Robert Kientz - Past the Point of No Return: America’s $40T Debt Bomb & Coming Crash

Today’s podcast guest is Robert Kientz , founder of The Freedom Report, market analyst, financial educator, author and precious metals industry participant. He focuses on macroeconomic analysis, government monetary policy, the U.S. dollar, gold and silver markets, COMEX/LBMA dynamics, de-dollarization, Austrian economics, and sound money advocacy, often from a libertarian perspective AUDIO IS AVAILABLE HERE Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST NB - Recorded on Monday 24th August 2026 PM UK Time. Unlock Exclusive Access Become 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, Robert discusses: * Why US debt has reached ~$40 trillion alongside a $1.9 trillion deficit this year * How debt-to-GDP of 115–125% sits far past the 90% “point of no return” * The $16 trillion in interest costs due over the next decade * Why 10-year Treasury yields near 5% are historically unsustainable at this debt level * The lack of any realistic political path to deep cuts in entitlements or military spending * How Fed and Treasury tools are exhausted and largely inflationary * Accelerating BRICS de-dollarization, SWIFT alternatives, and the fading petrodollar * Why midterms won’t solve the problem when both parties continue heavy spending * America following the classic 250-year cycle of dominant nations * Gold, silver, and real resources as the practical way for individuals to prepare * And much more Contact Information You can connect with Robert on Substack at Robert Kientz , On X and you can find other social media links at Libertarian Media Deep Dive into World Silver Inventories and Potential Coming Price Shocks Get a FREE copy of Rob’s book by e-mailing Rob at libertarianmedia@proton.me and mentioning The Contrarian Capitalist 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

August 19, 202629 min

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

This Wednesday 19th 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 market Gold definitely got a boost today. But how high will it go in August? Polymarket has 90% of over $4,500. I would say that that is very likely at the moment. I wouldn’t be so sure about $4,600 in August though. 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 Links SK Hynix Unleashes South Korea’s Biggest-Ever ‘Buyback Bazooka’ To Halt Stock Rout WSJ Catches Up, Discovers AI’s Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter Here Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury Buybacks 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

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 market As 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 Links Rate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedge WTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedge Los Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC Sport 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

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 market The 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 Links Friend 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 Lows 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

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 HERE Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST NB - Recorded on Tuesday 4th August 2026 PM Unlock Exclusive Access Become 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 more Contact Information & Previous Conversations You 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 Stocks 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