The Contrarian Capitalist Podcast

Today’s episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 21st January 2026 AMTom discusses:* Recessionary Indicators that show that a US recession is very likely to happen* How long and deep a coming US recession will likely be* Treasury, Gold, Silver & Oil predictions for 2026* Will there be a liquidity panic driven sell off in gold this year?* Why the DXY could surprise to the upside in 2026* Potential portfolio positioning for 2026 and beyond* And much moreContact Information & Previous ConversationYou can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.Our previous conversation from December 2025 is below:Upgrade to PaidThis is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast 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

Welcome to Mid-Week Macro for Wednesday 21st January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Trump, tariffs, markets and mechanics* Davos, Greenland, NATO and the EU* A look in at commodities markets and other markets of notes thus far* Why your eyes should be on Japan* And much moreNB - Apologies if you heard any banging or crashing during the course of this video. My delightful and wonderful neighbours were cleaning or just banging around for fun!Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro.My computers screenshot taker has decided not to work, but the market of the week is looking at whether or not Trump/USA will acquire Greenland before 2027. There is currently a 20% chance of this happening. I have a feeling that this will actually happen somehow!Please do subscribe to Polymarket on Substack.Podcasts & PostsNews LinksTrump, Davos and Greenland latestUkraine Is Defending Itself With Money Europe Doesn’t HaveUK households to get £15bn for solar and green tech to lower energy billsGovernment to offer cash payouts for people in financial crisisUpgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community! 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

Today’s episode features Paul Musson, a professional investor managing $10 billion in assets and also with over 30 years of experience. Paul is also the author of Capital Offence: Why Some Benefit at Your Expense.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 19th January 2026 PMTopics covered… 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

Today’s guest is Jon Forrest Little, publisher of The Silver Academy.Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 19th January 2026 AMIn another straight talking and no holds barred episode, Jon dives into:* China launching QE as of Jan 2026* The industrial and retail demand cases for Silver* Price distortions between Eastern and Western Silver, and what they mean* Why Gold breaking out from equities is a crucial indicator for Silver* Why exposure to miners could be more profitable than holding physical Silver* The Fourth Transformation and why this matters for Mexican miners* Potential Nationalisation of mining companies/resource companies* 4 mining companies to keep an eye on* And much moreContact InformationYou can connect with Jon at The Silver Academy.The Silver Academy articles mentioned include:Upgrade to PaidThis is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast 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

Ted J Butler, an independent analyst and advocate for sound money, shares his deep insights on silver and mining. He discusses why silver miners may offer better returns than holding silver itself, highlighting improved profit margins with rising prices. Ted also delves into recent political shifts in Latin America and the implications for mining investments. He emphasizes the importance of jurisdiction selection for miners and explores bearish signals for silver while forecasting price volatility. This conversation is packed with valuable takeaways for investors!

Today’s podcast guest is Laurent Lequeu aka The Macro ButlerAUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 14th January PM Eastern TimeAnnual 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 Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!In this podcast/video, you will learn:* The case for Platinum to Gold ratio going back to 1:1* 10 Macro Butler Financial Forecasts for a Fiery 2026* Why Energy stocks are primed to rip in 2026* Oil and gas sectors, why they are unloved and why the opportunities are great* 2 potentially beneficial Oil ETF's - XLE & XOP* 1 potentially beneficial wheat/agricultural ETF - MOO * The Macro Butler’s oil price prediction for 2026* Latest geopolitical developments and what could happen next* And much moreContact Information & Previous RecordingsYou can connect to The Macro Butler on Substack.For HNWI’s that would like to connect with The Macro Butler then you can do so by e-mailing info@themacrobutler.comWebsite - www.themacrobutler.comYou can also listen to our previous conversations using the links below: 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

Welcome to Mid-Week Macro for Wednesday 14th January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone and looks at:* $90 Silver and is Copper going to double top?* Mid-week snapshot of equities and commodity markets* A massive warm welcome to all founding members, paid subscribers and free subscribers. Thanks to you, the Contrarian Capitalist is now a best seller!Thank you for participating in the quick 5 question questionnaire last week. The feedback was excellent and more in-depth analysis into various companies/contrarian opportunities as a result.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 Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro.As much as this makes sense, I doubt that it will happen before 2027.Please do subscribe to Polymarket on Substack.Podcasts & PostsArticles/News LinksTen things about Venezuela: on oil, geopolitics and drugs | LinkedInEU waters down plans to end new petrol and diesel car sales by 2035Trump insists US needs Greenland for security ahead of White House talks - live updates - BBC NewsIndia Plans Coal Expansion Through 2047 Despite Supposed “Climate Goals”Thank you WEST ASIAN UNITY, Steven Morgan, Tom Weiss, Bob, Andy, and many others for tuning into my live video! Join me for my next live video in the app! 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

Today’s podcast guest is Juan Pessolani, real estate entrepreneur, architect, and co-founder of Proinvest and Nuevo Concepto.With currencies in their end game, real assets such as real estate are drawing a lot of attention. This episode focuses on Paraguayan real estate and the opportunities that are available to everyone.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 12th January 2026 AMAnnual 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 Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!In this podcast/video, you will learn:* Juan’s background, previous and current project(s)* Why Asuncion (capital of Paraguay) is potentially an excellent city to invest in* Why traditional financing doesn’t work in the Paraguayan real estate market* How deals are structured and how investors could potentially profit* Potential yields and exit strategies* Why skin in the game is very important for building trust in projects* How to potentially obtain Paraguayan residency through real estate investing in Paraguay* And much moreContact InformationYou can connect with Juan on X, the Proinvest website, and his other contact details can be found on Stitch.If you have any questions about investing in Paraguayan real estate and obtaining Paraguayan Residency at the same time, then you can also send me a direct message on Substack, and I will happily answer any questions.DisclaimerNothing 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. 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

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 Thursday 8th January 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 video, you will discover:* Why all eyes have to be on gold and not necessarily silver* Whether its gold or the S&P 500 that is lying* Why the Russell 2000 could be considered a train wreck* Don’s updated price targets (upside and downside) for gold and silver for 2026* Key numbers to watch out for in the S&P 500 in 2026* The most important chart that you need to keep your eyes on* Why the future is very bright for the miners* Don’s 2-fold potential in crypto* And much moreContact InformationYou can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.Our previous 3 conversations are below.As well as the most recent mid-week update from Don Durrett Don also recommended his book but suggested to wait to February. I’ve linked to the current book. 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

Welcome to Mid-Week Macro for Wednesday 7th January 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone and looks at:* The latest commodity news, including Uranium, Oil and more* Equities markets and what to look out for in 2026* Updated thoughts on US/Venezuela. BRICS for the Americas?* And much morePlease take 1 minute to help shape the future of The Contrarian Capitalist by completing the simple 5 question questionnaire in the article below.Upgrade to paid today!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.Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Today’s market looks at who the leader of Venezuela will be at the end of 2026. Delcy Rodriguez is at 50% at the time of writing this. I think this is undervalued as I don’t see significant regime change happening in 2026, Maduro won’t be back and the US will have likely learnt its lessons from IraqPlease do subscribe to Polymarket on Substack.Podcasts & PostsPaul from The Sirius Report dived into USA, Venezuela and WHY the events have taken place. This covers everything from basic geopolitics to Oil. And below are my 6 crazy predictions for 2026!News LinksThis guy gets it! A massive warning sign!Orano USA and Centrus Energy Corp., have strong ties to Oak Ridge and netted $1.8 billionOn a more sobering noteTrump says Venezuela will be ‘turning over’ up to 50 million barrels of oil to USHeating up in the AtlanticMamdani’s Clown Show Offers Its Opening ActThank you Steven Morgan, Tide Traders, Bob, and many others for tuning into my live video! Join me for my next live video in the app. 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