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Mid-Week Macro 21st January 2026 - Gas, Greenland & Geopolitics Galore

·28 min·1 clip

Greenland is framed as part of a possible “BRICS for the Americas” and a commodity-security strategy.

1. The Contrarian Capitalist Podcast episode is titled “Mid-Week Macro 21st January 2026 - Gas, Greenland & Geopolitics Galore,” and the timestamp is 11:10 Eastern on Wednesday the 21st of January 2026. 2. The host is the Contrarian Capitalist, who presents the market wrap and repeatedly references John Forrest Little, Paul Musson, Zeko, Jacomo Prandelli, Don Direct, Tom Luongo, and Tom Bradshaw as relevant voices. 3. The episode asks what happens to gas, commodities, equities, and the dollar when Greenland, tariffs, and NATO create uncertainty. 4. Natural gas is the first market discussed, and the spot price on Pepperstone via TradingView is said to be up 47% on the week. 5. The natural gas move is linked to a cold snap, demand pressure, and talk about the EU, tariffs, and embargoes. 6. Gold is reported at 4,852, silver at 93.85, platinum at 2,550, and palladium at 1,181, while copper is down on the week at 5.84 per pound. 7. West Texas Intermediate crude is described as up on the week at 60.50, which the host treats as consistent with the broader commodity move. 8. The host says Don Direct has highlighted uncertainty as the key word, and he uses that idea to explain why gold has moved higher. 9. The speaker says gold normally leads commodities, so strength in gold could point to more upside in silver, platinum, and palladium. 10. The host says he has been cautious in the traffic light system so far in 2026 and admits he may have been “a bit too neutral.” 11. The Greenland discussion is framed as a geostrategic map problem, with Greenland described as a large landmass northeast of Canada. 12. The host says he is not advocating that the U.S. overtakes Greenland, but he argues that the move “makes common sense” from a commodity and energy-security angle. 13. He connects the Greenland discussion to Venezuela and says it may fit a wider “BRICS for the Americas” alignment. 14. The episode notes that Trump has said he wants immediate negotiations to acquire Greenland and that he insists he will not use force. 15. The host speculates that Greenland, NATO, and EU retaliation could affect U.S. strategy, including the possibility that Trump wants the U.S. out of NATO. 16. Tom Luongo is mentioned as a future guest, and the host says Luongo will likely go deep on the geopolitical implications in February. 17. The tone is conversational and fast-moving, with repeated disclaimers that the speaker is not giving financial advice or claiming certainty. 18. The format mixes live market levels, personal opinions, listener reminders, and links to related posts and articles. 19. People following commodities, macro, and geopolitics would likely find this episode useful. 20. Listeners wanting a tightly edited, narrow markets-only show might skip it.

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