The Contrarian Capitalist Podcast

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 HERE

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NB - Recorded on Monday 19th January 2026 AM

In 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 more

Contact Information

You can connect with Jon at The Silver Academy.

The Silver Academy articles mentioned include:

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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.

Today’s podcast guest is Ted J Butler, Independent Analyst & Sound Money Advocate and also co-writer at the Sound Money Report.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Friday 16th January AM

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This podcast episode reveals:

* The shifting political tides from left to right in South America

* Ted’s current thoughts on Silver and why the mining stocks might be better for silver exposure moving forwards

* Why the RIGI (Argentina) is important for business and what you need to know about it

* 1 potentially bearish signal for silver

* Ted and Rob’s potential Oil plays

* One potential company to keep your eyes out for

* And much more

Contact Information & Previous Recording

Ted J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan Report

You can also connect with Ted J Butler on LinkedIn.

Please do check out the Sound Money Report too.

Our previous conversation can be found below

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.

Today’s podcast guest is Laurent Lequeu aka The Macro Butler

AUDIO IS AVAILABLE HERE

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NB - Recorded on Wednesday 14th January PM Eastern Time

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!

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 more

Contact Information & Previous Recordings

You 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 [email protected]

Website - www.themacrobutler.com

You can also listen to our previous conversations using the links below:

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 market

Thank 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 & Posts

Articles/News Links

Ten things about Venezuela: on oil, geopolitics and drugs | LinkedIn

EU waters down plans to end new petrol and diesel car sales by 2035

Trump insists US needs Greenland for security ahead of White House talks - live updates - BBC News

India 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!

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 HERE

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NB - Recorded on Monday 12th January 2026 AM

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!

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 more

Contact Information

You 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.

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.

Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 8th January 2026 PM

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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 more

Contact Information

You 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.

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 more

Please take 1 minute to help shape the future of The Contrarian Capitalist by completing the simple 5 question questionnaire in the article below.

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Mid-week Polymarket market

Thank 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 Iraq

Please do subscribe to Polymarket on Substack.

Podcasts & Posts

Paul 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 Links

This guy gets it! A massive warning sign!

Orano USA and Centrus Energy Corp., have strong ties to Oak Ridge and netted $1.8 billion

On a more sobering note

Trump says Venezuela will be ‘turning over’ up to 50 million barrels of oil to US

Heating up in the Atlantic

Mamdani’s Clown Show Offers Its Opening Act

Thank 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.

Today’s podcast guest is Paul from The Sirius Report. Independent website with the aim of providing analysis and insight into current affairs and global events that we believe are shaping a new political, economic and social paradigm in the 21st century.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Monday 5th January 2026 AM ET - before President Maduro appeared in a New York Court

Unlock Exclusive Access

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 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.

In this wide-ranging podcast, we look at:

* The main reasons why the US has done what it has done

* If the Venezuelan government is illegitimate, then why is it still in charge sin Maduro? Have lessons been learnt from Iraq?

* De-dollarisation, Venezuela being too cosy with China and Russia and why the latter have not let Venezuela down

* Why the US is not able to properly invade Venezuela

* All things Oil. Heavy Oil, flooding the market with oil, and why you shouldn’t believe the first headlines you read. Oil volume growth will cost billions to bring onto the market. Why would the US do this and effect their own shale industry?

* Why Paper reserves are not the same as having actual physical reserves

* Is the US looking to create an American BRICS?

* Is Greenland next? And what would that mean for NATO?

* A quick look into what is happening in Iran and the relations between Iran and the US

* And much more

Contact Information

You can connect with The Sirius Report on X

Or on YouTube at The Sirius Report

Website

Or on Substack at The Sirius Report

Our previous conversation from October 2025 is below:

Useful Maps

The South of the USA and Venezuela

Venezuela & Guyana

Venezuela, Colombia and Ecuador

Map of the Americas. American BRICS?

Welcome to the 2025 predictions REVIEW! Audio above and written post below.

Happy New Year!

This post will look at what I said would happen in 2025, as well as a scoring system for those predictions.

Spoiler alert - Just like the NY Jets, I didn’t exactly excel in 2025.

Before we crack on, just a reminder that the 6 ‘crazy?’ predictions for 2026 post and audio can be accessed below.

Back to the 2025 review and the predictions from 2nd January 2025 are below.

2025 predictions REVIEW!

I will give one point to myself for every correct answer and half a point if the prediction has partially been successful.

1 - Gold to top $3,000 and then sell off back down to $2,200

The thought process behind this was that there would be a worldwide recession that would make 1929 look like a walk in the park. That did not materialise and so the latter part of this prediction now looks a bit silly.

Gold certainly topped $3,000, dipped below it very briefly in April and it never looked back!

Result = 0.5 points

2 - Worldwide recession which might be worse than 1929

April 2025 and ‘Liberation Day’ could have been the start of something gnarly, but some swift back peddling by the current US Administration meant that the markets saw a swift rebound and more than perfect V shaped recovery,

Onwards and upwards was the theme from April 7th!

Result = 0 points

3 - Keir Starmer to be ousted as Prime Minister

Many people would have liked to have seen this happen, and I am sure that many people would still like to see this happen.

Despite a plethora of mistakes and mind-boggling decisions, he is still Prime Minister.

Result = 0 points

4 - Oil to drop down to $50 a barrel (Brent Crude)

The idea for this was tied into a worldwide recession. This did not materialise, but Brent Crude has had a very poor year none the less.

I think that Oil is setting up for a potentially huge couple of years ahead!

Result = 0 points

5 - Bank of England base rate down to 4% and inflation to creep up again

Reducing rates whilst in the midst of an inflationary environment is NOT a good idea. That being said, I am not a central bank! The Bank of England base rate started 2025 at 4.50% and finished the year at 3.75%.

The annual inflation rate for the UK was 3.5% in November 2025 and have put a couple of links below.

CPIH ANNUAL RATE 00: ALL ITEMS 2015=100 - Office for National Statistics

Consumer price inflation, UK - Office for National Statistics

Result = 1 point

6 - A new international monetary system will be officially announced

BRICS rumblings were here and there throughout 2025, but no new international monetary system was officially announced as far as I’m concerned.

On BRICS, and they made massive strides in 2025 by completing their supply and payment chains and thus pushing metals pricing power eastwards. You can read more about that here.

Result = 0 points

Overall = 1.5 points out of 6 points available

Better luck in 2026!

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

A Happy Christmas and a Happy New Year!

5 small bits of housekeeping

* This video was recorded AM on 31st December 2025

* There is no full chart deck today

* Please do provide feedback by leaving a comment below or sending one of us a DM. We want to make sure that you are getting what you want!

* NB - No…