The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 11th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Credit stresses throughout* Commodities latest* And much more!Free Asset Confidentially Webinar on Friday 13th March 10:00 ET!Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 10:00 ET.This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)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 linkUpgrade to Contrarian Capitalist Paid Today High-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, and today’s market looks at who the Republican Presidential Nominee for 2028 is likely to be. Many assume JD Vance but Marco Rubio seems to be hitting the right notes at the moment.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksWTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production | ZeroHedgeA $26 Billion Problem + A $33 Billion Problem = | ZeroHedgeJPMorgan Restricts Private Credit Lending After MarkdownsSilver’s Bubble Is Still Deflating | ZeroHedge 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 Tavi Costa, Founder and CEO of Azuria Capital LLC.Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 10th March 2026 PMTopics covered in this podcast include:* Tavi’s short, medium and long-term playbook* Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for* Why Tavi is bullish on commodities, energy and Latin America* How to safely play Chinese equities* 3 Mining Companies to have on your radar* Why Tavi recently moved from Crescat Capital to start Azuria Capital LLC.* And much moreContact InformationYou can connect with Tavi Costa on SubstackOn XOn LinkedIn and also Azuria Capital on LinkedInE-mail = tavi@azuriacapital.comTake 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.3 Mining Companies to look out for:* Snowline Gold Corp. (OTC: SNWGF)* New Found Gold Corp. (NYSE: NFGC)* Osisko Development Corp. (TSXV:ODV) 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 Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 9th March 2026 AMTopics covered in this podcast include:* Whether or not we should be surprised by the price action in Gold and Silver since US/Israel/Iran flared up (again) at the end of February* 3 scenarios for USA/Iran* The Strait of Hormuz being effectively closed and the implications on Oil, Gas, Food and Water* What will happen to Dubai after the likely expat exodus? And the UAE stock and property markets?* The importance of Plan B* Trust, de-dollarization and what happens macroeconomically moving forwards* And much morePrevious Recording & Contact InformationYou can follow Eric on X or on Substack at Eric YeungTake 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

Welcome to Mid-Week Macro for Wednesday 4th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* USA/Israel/Iran/Middle East latest (and is the USA achieving their ultimate aim?)* Jane Street/Silver and what to watch out for moving forwards* And much more!Free Asset Confidentially Webinar on Friday 13th March 09:00 ET!Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 09:00 ET.This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)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 linkUpgrade to Contrarian Capitalist Paid Today High-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, and today’s market looks at who the next Supreme Leader of Iran will be. Keeping it in house for now makes sense from a ‘lack of regime change’ point of view.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksAnd a guest post from John Rubino 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 Vince Lanci ( VBL ) of the very popular GoldFix Substack!AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 3rd March 2026 late AM Eastern TimeVince Lanci dives into the following:* Short Term Silver, Gold and Oil outlooks* How and why those 3 commodities are telling us 3 different stories* Market mechanics and why Jane Street’s involvement in SLV ETF is important to understand* What an increased Oil price will mean for the rest of the world* What Vince would do in the short-term from a positioning point of view (not financial advice)* Why the US is likely on track with its bigger picture policies* Stagflation, bonds and the likely fall out ahead* And much moreContact InformationYou can connect with VBL on Substack at GoldFix, also on X at VBL’s Ghost and on the VBL Gold Fix website.Take 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

Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 3rd March 2026 AM Eastern TimeThe following topics are covered:* The geopolitics at play at the moment given events since Friday 27th February 2026* Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market* Worldwide shipping channels and why this Middle East conflict is really about USA v China* Why the damage has already been done and even if the Strait of Hormuz returned to normal tomorrow, why the Oil markets would NOT revert to normal!* How this conflict impacts Russia and European markets* What has happened since Friday and what could happen moving forwards* Why Pakistan bombing Afghanistan might be to cut off transport routes through to China* And much moreContact InformationYou can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.You can listen to our previous from December 2025 below:China Panics, Urges Ceasefire To Reopen Strait Of Hormuz As Beijing Is Addicted To Cheap Iranian Crude | ZeroHedgeTake 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

End of Month Macro for February 2026 with Tom Bradshaw from Beyond The Headlines. 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 David Roy Newby, a family and business legacy coach to entrepreneurs and investors. David helps his clients strategically use King Solomon’s wisdom, that enabled Solomon to build a $4 Trillion fortune with his enterprises.He is the founder of GoldPlusCoin.com and the author of multiple books that have empowered readers since 2006, including his latest #1 bestseller “Beyond Billions.”NB - Recorded 24th February 2026 PMContact InformationDavid can be reached regarding speaking, guest-expert appearance, or legacy coaching at David@DavidRoyNewby.comOr WhatsApp, Signal, or text at +1-248-325-8872.Facebook - https://www.facebook.com/davidroynewby/LinkedIn - https://www.linkedin.com/in/davidroynewby/Instagram - https://www.instagram.com/davidroynewbyTwitter - https://twitter.com/DavidRoyNewby 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 25th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Thank you for everyone that attending the Free Asset Confidentially Webinar with Adam Fayed. Adam will be getting one of his main contacts on another webinar with myself in due course. Watch this space.* Mexican Mining Outlook* CME ‘issues’* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)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 linkUpgrade to Contrarian Capitalist Paid Today High-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, and today’s market looks at the Presidential odds for 2028.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksCME Halts All Metals, NatGas Markets Due To “Technical Issues” 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 John Butler, Author of The Amphora Report and an international investment consultant. Former FinTech CEO, hedge fund CIO, and MD at Deutsche Bank and Lehman Brothers.NB - Recorded on Tuesday 24th February 2026 AMJohn Butler discusses:- Mexican Cartels, mining and the impacts of jurisdiction risk in Mexico- Why he got out of his Silver trade in January 2026- The important mentality difference between trading and holding physical bullion- Using RAM to analyse opportunities within the markets- Decades of gold manipulation- Yamashita’s Gold and does the US have more than it wants to admit?- Will the USA do something special on 4th July 2026?- And much more- You can find and connect with John on Substack at - https://theamphorareport.substack.com/ On LinkedIn at https://www.linkedin.com/in/john-butler-8562678/And on Twitter/X at @butlergoldrevo 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 episode features the excellent Ozeco of Crack The Market. Ozeco requested to remain anonymous, which is why the video is a blank video. This is more of a conversation rather than a Q&A, and focuses on electrification, AI and which commodities stand to benefit the most from this ongoing energy transition.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 23rd February 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 commodity 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.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. 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 guest is Rob Connors aka The Crude Chronicles, who has +15 years as a sell side research analyst covering various companies in the oil & gas, industrials, transportation and aerospace & defence sectors.Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 18th February 2026 PMThe FULL chart deck is available to paid subscribersThe Crude Chronicles discusses:* A 30,000ft view of the current state of the Oil markets* Why the current supply and demand narrative doesn’t quite add up* What 800 years of commodity history shows us is coming down the road* Problems in the Permian?* Tracking marginal supply and costs in oil production, including why the cost of supply is critical moving forwards and well productivity growth* USA & Saudi Arabian Oil relations - is there a deal behind the scenes until after the mid-terms?* Rials/USD mechanics and why that is imperative for the balance sheet outlook of Saudi Arabia* Key metrics you need to look at in order to pick oil companies to invest in* EBITDA, DD&A and much moreContact Information & an article to readEmail: thecrudechronicles@proton.meWebsite: thecrudechronicles.substack.com - The Crude ChroniclesTwitter/X: @crudechronicleUnlock 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!Subscribe to The Contrarian CapitalistDISCLAIMER: 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. 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 GoldCore CSO (Chief Strategy Officer) Dave Russell.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 18th February AMIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.US Website - https://www.goldcore.com/?ap_id=contrariancapitalistUK Website - https://www.goldcore.co.uk/?ap_id=contrariancapitalistROI Website - https://www.goldcore.ie/?ap_id=contrariancapitalistDave Russell, CSO of GoldCore, discusses:* Recent price movements in Gold and Silver and why they happened, and whether or not people should be concerned by them* The psychological difference between being a trader and owning physical bullion* Derivatives markets, Open Interest and the importance of understanding what is going on in those markets* A Layman’s term explanation of the paper silver market and why the current paper to physical silver ratio is north of 300:1* Why Gold is still the key commodity to watch* LBMA, COMEX & the SGE* Hecla’s Q4 results and where that Silver has headed* Why Gold is potentially becoming a Giffin Good* The Psychology of Money* And moreContact InformationUK Phone: +44 203 086 9200Ireland Phone: +353 1 632 5010USA Phone: +1 888 381 8130Email: support@goldcore.comSocial Medias: X, YouTube and LinkedInUnlock 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 commodity 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.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 I am a customer of GoldCore and that the GoldCore links above are affiliate links. If you choose to use them, I may receive a commission at no additional cost to you. I only share organisations and events I am personally comfortable aligning with. 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 18th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* A snapshot look at equities and commodities chart* The Free Asset Confidentially Webinar on Friday 20th February 2026* Where Oil is and what could happen moving forwards* And much more!Free Asset Confidentially WebinarInternational expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more• Strategies to internationalize your assets while enhancing privacy and securityIf you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.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, and it is a quick look at the latest odds on a rate cut change for the Fed in March. In short, not happening and I totally agree with this.Please do subscribe to Polymarket on Substack.Podcasts & PostsSyntholene CEO Dan Sutton sat down and went through how Syntholene can make synthetic jet fuel for 70% less than the current market price, and much more.GoldCore’s Dave Russell explained the paper silver market, multiple disparities that exist and much more in our wide-ranging gold and silver conversation.The Crude Chronicles went through an excellent chart-deck, geopolitics and why Oil really has to be at $90 a barrel.Northstar Badcharts’ Kevin & Patrick were both on this recording, and went through why Bitcoin is in a bear market relative to gold, equities markets, oil and why there still is no ‘safe’ entry into Silver.News LinksYields Jump After Extremely Ugly, Tailing 20Y Auction Sees Lowest Foreign Demand Since 2021Trump DOJ Blocks Largest Copper, Gold, And Silver Extraction Site In The US Over Salmon, Sending Stock Tumbling 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 and video features Northstar Badcharts co-founders Kevin Wadsworth and Patrick Karim.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 17th February 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 commodity 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.Thank you for being part of The Contrarian Capitalist community!Kevin & Patrick go through a fantastic chart deck that includes:* The power of pricing commodities and markets in gold* Bitcoin when priced in gold, and why it doesn’t paint a pretty picture for the former* S&P to 8,000 before a massive crash?* What the Dow Jones and NASDAQ are telling us* An update on the capital rotation event. Where we are and what is likely to happen moving forwards* Other currencies compared to the DXY* Gold to Silver ratio and why there is still no safe entry point for Silver* Why timeframes matter when making financial and investment decisions* And much moreContact Information, Special Discount & Previous RecordingsYou can find Northstar (Kevin) on X, Badcharts (Patrick) on X and on the website at Northstarbadcharts.com. Contrarian Capitalists can get a 50% discount by entering the code nsbclifetime50 at checkout.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. 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 guest is Dan Sutton, CEO of Syntholene Energy.Syntholene is actively commercializing a new production pathway for low-cost clean fuel synthesis. The target output is ultrapure synthetic jet fuel, manufactured at 70% lower cost than the nearest competing technology. The Company’s mission is to deliver the world’s first high-performance, low-cost, and carbon-neutral synthetic fuel at an industrial scale.TSXV: ESAFFSE: 3DD0OTCQB: SYNTFNB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 16th February 2026 PMThis wide-ranging conversation with Dan Sutton, CEO of Syntholene, looks at:* The energy processes behind Syntholene, including work done at the Idaho National Laboratory* Game changing geo-thermal energy and how it works* The importance of working within the right energy jurisdiction* How and why Syntholene can create synthetic jet fuel for 70% less than the current market offers* How Syntholene aims to capitalise on regulatory demand (e.g., EU SAF mandates and subsidies) and global decarbonisation goals* The overall supply and demand outlooks for the EU and UK* The Team and private investors that are working with Syntholene* And much moreContact InformationTwitter / X = https://x.com/syntholeneLinkedIn = https://www.linkedin.com/company/syntholene-energyYouTube = https://www.youtube.com/@SyntholeneEnergyWebsite = Syntholene EnergyInvestors = Q1 2026 Investor PresentationTSXV: ESAFFSE: 3DD0OTCQB: SYNTFNB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.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 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 Syntholene Energy 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

Welcome to Mid-Week Macro for Wednesday 11th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Japanese election results and what that means moving forwards* A snapshot view of equities and commodities markets* The Free Asset Confidentially Webinar on Friday 20th February 2026* And much more!Free Asset Confidentially WebinarInternational expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more• Strategies to internationalize your assets while enhancing privacy and securityIf you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.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 dissatisfaction for how the UK is run is the theme of this week. No matter how bad things back, I unfortunately don’t see Sir Keir Starmer resigning anytime soon!I think he will remain into 2027.Please do subscribe to Polymarket on Substack.Podcasts & PostsNews Links“Today, We Are Preparing For War”: French Defense Chief Says Europe Has Until 2030, Cites Russia As Biggest Threat | ZeroHedgeMacron urges Europe to start acting like world powerJapan election: Can Sanae Takaichi fix the economy?Japan election results confirm super-majority of 315 seats for Takaichi’s party“Train Wreck” US Adds $481 Billion In Debt In 3 MonthsHistoric Negative Jobs Revisions: 1 Million Fewer Jobs Added In 2025, Only 15,000 Avg Jobs MonthlyPublic Trust In US Government Nears Historic Lows 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 is another incredibly wide-ranging conversation with Tom Luongo from Gold, Goats ‘N Guns. AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 6th February 2026 AMAs per our previous conversations, it was simply a case of turning on the microphone and letting the conversation flow.A wide range of subjects were covered, including:* The US Mid-terms and the polling problem* Silver and what is going on behind the scenes. Is JP Morgan long?* The Donroe-Doctrine and why the USA must win at all costs* Why General George S. Patton is Tom’s favourite American* Why the US didn’t really win WWII, but why it now has to win at all costs* Trump, NATO, 4 powers at play and what is likely to happen moving forwards* The importance of having wiggle room when writing & commentating on the markets and geopolitical events* And much moreContact Information & Previous RecordingsWebsiteshttps://tomluongo.me/ AND https://goldgoatsnguns.com/Patreonhttps://www.patreon.com/GoldGoatsNGunsXhttps://x.com/TFL1728Our previous 2 conversations are below: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 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 episode features Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 4th February 2026 PMThis wide-ranging conversation covers:* The current state of play in the world* Recent gold and commodities volatility, and what this tells* The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening* DXY strength and what happens if it remains stronger for longer* Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want?* What is likely to break the markets first* The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president.* THE rules-based order and how and why the Trump Administration are breaking them down* US dollar stablecoins, a geopolitical weapon that the US can (and will) use* And much moreContact InformationYou can connect with Brent Johnson/Santiago Capital at:Substack at Santiago CapitalSantiago Capital X pageSantiago Capital websiteOr at the excellent Milkshakes Pod on YouTube or XUnlock 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 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 Mid-Week Macro is sponsored by First PhosphateFirst 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: FRSPFWelcome to Mid-Week Macro for Wednesday 4th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Are Gold and Silver starting to rebound?* Was the dump due to the launching of a $12B minerals vault to cut China reliance* A check in on the markets* And much moreIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.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. We look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that!Please do subscribe to Polymarket on Substack.Podcasts & PostsAnd a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan.Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in.Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks NextNews LinksTrump launches $12B minerals vault to cut China relianceJPMorgan sees gold price reaching $6,300 by year-endKazatomprom plans 9% uranium output rise this yearIran Says US Carrier Has Retreated Near Yemen, Opening Door To DiplomacyJapan Is Normalizing: Risks To The Yen Carry TradeJanuary US Jobs Report Rescheduled For February 11No Global Recession In 2026, But Period Of Poor Growth ContinuesThank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video! 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