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Welcome to the Monthly Wrap for September 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.

3 small bits of housekeeping

* This video was recorded just after the opening bell on Tuesday 30th September 2025

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* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

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NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

We also take a look at Lithium and Cobalt in the video.

Grasberg Copper Mine Incident Update

Luke Gromen podcast with Erik Townsend

Paid Subscribers now have access to both the video (above) and also the September 2025 Market Chart Deck (below) as well as the Top 9 Commodity & Geopolitical Events for September.