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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
Based on 6 episodes we listened to · September 2026
Commodity forecasts are tested against costs, policy, physical supply and market structure rather than presented as unsupported calls.
The Contrarian Capitalist Podcast gives Robert room to test bold market calls through extended, guest-led conversations. Gold, silver, oil, inflation and central-bank policy recur, with the host asking how a forecast works rather than stopping at its headline number.
A guest calls silver charts meaningless; your market convictions may want a sturdier chair.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A market discussion that moves from Mexico to metals and keeps the policy lens steady.
The discussion starts with Mexico as a way into a wider case about black money, uneven governance, and the distortions that can build when large pools of unregulated cash stay outside the mainstream.
A practical interview that treats synthetic fuel as an industrial reality, not a slogan.
Dan Sutton's pitch for Synthaline Energy lands at the intersection of industrial power, low-cost synthetic fuel, and the harder work of turning a business case into real infrastructure.
A conviction-driven hard-money conversation about gold, silver, Bitcoin, and what still works if the grid goes down.
The episode centers on a hard-money argument built around King Solomon, gold, silver, Bitcoin, and what holds up if the electric grid goes down.
South Korea, the Iran-Israel conflict, and energy-infrastructure risk are tied into a single macro and portfolio-defense argument.
The segment treats South Korea's sell-off and the Iran-Israel conflict as part of the same market picture, with energy infrastructure risk near the center.
A commodity discussion that treats silver, gold, and oil as separate stories.
This episode is at its best in the silver discussion, where Vince Lanci keeps coming back to Jane Street, paper-market plumbing, and the idea that Fed easing would move near-term prices more than headlines or broad enthusiasm.
A measured chart discussion that treats Bitcoin, gold, silver, and the S&P as parts of one capital-rotation story.
The episode follows capital rotation through a chart-led lens, bringing Bitcoin, gold, silver, the S&P, and cryptocurrencies into the same frame.
A data-first oil argument that treats crude as a marginal-cost problem.
Rob Connors treats crude as a marginal-cost problem, tying reserve data, lifting costs, taxes, and reserve-accounting math across more than 70 oil and gas companies to the idea that the oil floor rises when the marginal barrel gets more expensive.
A blunt, market-first case for why silver's move is about physical reality, not chart faith.
Silver's climb to $110 is the headline, but the argument stays grounded in physical demand, arbitrage, and price discovery instead of chart worship.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
The host records from Asuncion, Paraguay, on Wednesday, 11 February, and opens by promoting a free asset confidentiality webinar with Adam Fyred on Friday, 20 February at 7:00 central time.
The host analyzes current commodity market movements, noting declines in gold, silver, copper and palladium while discussing geopolitical impacts and private credit concerns.
The show opens on silver at $110 and gold at $5,072, then heads right into a conversation about commodities and price discovery.
The show closes out February 2026 with Tom Bradshaw joining for the month-end macro round-up.
Rob welcomes David Roy Newby, a family and business legacy coach for entrepreneurs and investors, and founder of goldpluscoin.com.
The conversation starts with a date stamp and a reminder that the market picture can shift quickly.
March 11 opens with housekeeping.
Tom Luongo, host of Gold, Goats, and Guns, provides provocative political and economic analysis claiming Trump and allied global leaders are attacking the foundational legal and financial systems that enable Western hegemonic control of global capital movement.
Investment expert John Butler discusses precious metals thesis, Mexico jurisdiction risks, and his proprietary Risk Adjusted Margin (RAM) trading system that successfully predicted silver's January 2024 collapse.
Rob Connors, author of Crude Chronicles, analyzes oil markets using historical cycles and a marginal cost model, arguing that supply constraints and Saudi fiscal needs push mid-cycle prices toward $90.
Host of Midweek Macro provides comprehensive market analysis for Wednesday, February 25, 2026.
Brent Johnson of Santiago Capital tells The Contrarian Capitalist that gold's move to $5,000 and then $5,500, plus sharp gold and silver sell-offs, signal market uncertainty rather than calm.
When Sky Sports called to demand he delete his tweet, Matt Le Tissier had one question for them.
Giacomo Prandelli says the U.S.
Rob opens The Contrarian Capitalist Podcast by waiting for Jerome Powell and the Federal Reserve to hold rates on 28 January, then ties that decision to a softer Consumer Confidence Index and stronger US macro data.
The show brings Rudy Havenstein back for an open Q&A with subscriber questions.
The Contrarian Capitalist Podcast episode “Mid-Week Macro: Gold, Geopolitics, and a Strategic Shift in Minerals” is anchored on February 4, 2026 at 3:17 Eastern, with gold at $4,937 and silver at $87.25.
John Passalacqua says phosphate matters twice over in The Contrarian Capitalist Podcast: for agriculture and for lithium iron phosphate batteries that he says now make up 75% of batteries produced on the planet.
Robert welcomes Chris Rutherglen of Gold Investor Research and sets up a chart-heavy discussion on gold.
Paul Kiker joins Robert for a grounded conversation about markets, metals, and discipline.
Rob welcomes Tom Bradshaw back to look at what 2026 might bring.
The Contrarian Capitalist’s “Mid-Week Macro 21st January 2026 - Gas, Greenland & Geopolitics Galore” opens with U.S.
Robert brings together Kevin Wadsworth and Patrick Kareem for a chart discussion about capital rotation across gold, silver, the S&P, and Bitcoin.
Robert opens with Dan Sutton, the CEO of Synthaline Energy, and Sutton lays out the company’s aim: the world’s first high-performance, low-cost, carbon-neutral synthetic fuel at industrial scale.
He goes live midweek from his desktop on Substack and starts with the last five or six days of market chaos.
A midweek macro update covering commodities like gold, silver, and oil, with analysis of equities and market trends.
An interview with Rick Rule discussing natural resources investing, the upcoming Rule Symposium, and contrarian market perspectives.
Rob and Tom discuss a new indicator combining gold and oil that has flashed warning signs only seen in 1974, 1980, and 2008.
An interview discussing why renewables won't grow their share of the energy mix during the current energy crisis, focusing on oil and gas.
Robert and John Johnston discuss market volatility, tariffs, and contrarian investment strategies during uncertain times.
The host discusses a two-week truce and its impact on equities and commodities, advising caution amid underlying market complexities.
An interview with professional investor Paul Musson discussing financial market distortions, contrarian strategies, and a 10-point plan for navigating economic uncertainty.
The episode discusses Denmark accusing Norway of war profiteering from high energy prices caused by Western sanctions on Russia.
The host interviews Crypto Rich about contrarian investing, precious metals, and protecting wealth, with a side discussion on politics and Brexit.
Host Rob interviews Steve Penny about price targets for gold, silver, and uranium in the current bull market.