The Contrarian Capitalist Podcast

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

* Please do provide feedback. We want to add as much value as possible. If there is something that you do or do not like, then please do let us know. This helps us to improve this every time we do it.

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

If you are yet to subscribe to LiveSquawk Commodity Corner or The Contrarian Capitalist then please do so, using the buttons below.

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.

Today’s episode with Josh Young of Bison Insights. Bison Insights is a newsletter by Josh Young that shares high-upside potential oil and gas investment ideas, oil and gas market analysis, and expert interviews.

Josh is also the Chief Investment Officer at Bison Interests, an opportunistic investment firm focused on public energy equities.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 25th September AM

In this wide-ranging podcast, Josh discusses:

* Nat Gas fundamentals

* Oil fundamentals

* The short, medium and long-term outlooks of both markets

* 2 recent small-cap gas buyouts

* 1 potentially huge opportunity in oil

* A price target for oil

* And much more

Contact Information

Please do connect with Josh over at Bison Insights on Substack.

You can follow Bison Interests on their website too.

ALL interview podcasts are released to PAID SUBSCRIBERS first.

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Today’s episode with returning guest Lobo Tiggre (Speculator, Analyst + Author of Independent Due Diligence reports at Independent Speculator) gives a 30,000ft overview of the current economic climate as well as diving into gold, silver, copper news and uranium.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 25th September 2025 AM

In this episode, Lobo discusses:

* The top 5 reasons to own gold

* Why the Trump shock is NOT fully behind us

* Irrational exuberance on Wall Street

* Why exposure to gold, silver and the mining stocks is essential

* Why to be cautious about too much hyperbole

* 1 surprising Uranium characteristic

* Rare earths being a misnomer and don’t trust government involvement in them

* And much more

Contact Information

Please do go and check out https://independentspeculator.com/

The Upside Maximiser

Grasberg Copper News

You can also follow Lobo on X

You can also listen to our previous conversation back in 2024 by using the link below.

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Today’s podcast episode is with returning guest Gary Savage, President of the Smart Money Tracker

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 23rd September 2025 AM

In this wide-ranging podcast, Gary discusses:

* The 3 fundamental factors driving gold

* Gold suppression and why that has collapsed

* The short to medium term road map for Gold and Silver

* The 8-year cycle and where we currently are in it

* Potential exit strategies for 2029 and beyond

* How to profit from what lays ahead

* And much more

Contact Information

A big thank you to Gary Savage for taking out of his day to come back onto the show.

You can also follow Gary on X, or at the smart money tracker investing newsletter. The SMT is not open to new subscribers at the moment and will likely open to subscribers in December. Please follow Gary on X for updates.

You can also listen to our previous conversation back in January 2025, by using the link below.

ALL interview podcasts are released to PAID SUBSCRIBERS first.

Upgrade to The Contrarian Capitalist paid community and master wealth creation and protection. Access weekly market and commodity insights, exclusive macro videos, early expert interviews, and strategies to outsmart the system.

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Welcome to The Contrarian Capitalist.

Protect your wealth. Defend your freedom. Outsmart the system.

This post will look at a Polymarket market as well as look at the latest on Gold, Silver and Platinum. Palladium is mentioned very briefly too. They all have very powerful factors working in their favour!

This article and video is FREE for everyone.

CC’s Polymarket mid-market of the week

Yes, Gold is doing very well at the moment and will likely break $4,000 this calendar year, but that does not mean that it will finish at $4,000 or more at the end of the year.

Podcast guest Gary Savage highlights the fact that there is likely to be an intermediate correction, possibly after the next FOMC meeting in October. If this were to happen then this could last until the end of the year.

38% of people saying over $4,000 by year end is too bullish in my opinion. I’d be going against this personally.

Gold

Here are 5 reasons why the price of gold is going to increase:

1) More people will start to wake up and smell the coffee

The world is not a healthy place at the moment. More people are realising what the central banks are doing (i.e. buying more gold) and more people want a piece of the price action. Hedge funds et al all seem to be asleep at the wheel. This just creates more opportunities for the likes of you and me. The minute hedge funds start to realise that gold is the place to be, the price will skyrocket.

2) War

Some will say that war has already started. Some believe that a wider conflict is imminent. Regardless of what is happening or what is happening, currency will shift to a safe haven and shift to true money. That safe haven and true money is gold. This demand influx will increase the price.

3) Currency printing

This can cover a wide range of subjects. Those wind-turbines to be built on the North Sea? Highly Subsidised! All that green and clean power that we need/want to generate to make our citizens poorer? Highly Subsidised! All those public sector pay increases? Highly Subsidised! Although taxes will increase, a majority of this currency will be printed, thus lowering the value of the £ (or whatever currency you are in) and thus push up the price of gold simultaneously.

4) A potential new BRICS currency backed by gold.

This may happen but it is a bit up in the air at the moment. If this does happen then it is possible that gold is revalued, and this revaluation would send the yellow metal higher.

5) A potential revaluation of gold in comparison to existing debt around the world.

This would likely be an accounting exercise in order to balance the books but it has the potential to send the price of gold much higher. I forget the chaps name but read his article and that indicated that a revaluation based on the current worldwide debt would result in 6 FIGURE GOLD.

$141,501 oz gold? It’s possible. Here’s how!

Numerous podcasts have also been recorded about Gold. I recommend that you take time to listen to them.

The pros and cons of bullion coins and bullion bars – Listen HERE

Advantages of owning Gold + Silver – Listen HERE

Do’s and Don’t of Bullion Storage – Listen HERE

UK Gold - 1 BIG Tax Advantage! – Listen HERE

Silver

Silver is surging and it has a LOT of room to run! 5 main reasons why physical silver are

1. Structural Supply Deficit

Silver mine production has been flat-to-declining for years, while industrial demand (solar, electronics, EVs, medical uses) is climbing. The Silver Institute projects continued structural deficits, which historically puts upward pressure on prices.

2. Monetary Hedge & Safe Haven

Like gold, silver is seen as protection against inflation, currency debasement, and systemic risk. With ballooning government debt, persistent deficits, and fiat debasement, investors are likely to start seeing silver as an easier entry to a monetary hedge.

We are starting to see signs of this, despite the main use of silver being industrial at present.

3. Green Energy & Technology Demand

Silver is critical for solar panels (photovoltaics), EVs, and 5G/AI-driven electronics. The energy transition is structurally increasing demand, and silver has no easy substitutes. Silver is also used for war machines too.

4. Historically Undervalued vs. Gold

The gold-to-silver ratio sits at 85.51. This is currently well above historical averages, which therefore suggests silver is cheap relative to gold. See chart below (correct as of Wednesday 24th September 2025). It is a 50-year chart.

Source

Silver tends to outperform gold in commodity bull markets. It catches up violently once momentum builds. That momentum also violently disappears too, which is why timing is very important.

5. Low Above-Ground Stockpiles

Inventories on COMEX and LBMA have been declining, with significant amounts flowing East. When investment and industrial demand collide, this should trigger a sharp price squeeze.

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.

Platinum

I deep dived into Platinum back in April.

$1,500 Platinum is something that has not been seen since 2014 and more and more people are talking about it.

4 Main uses of Platinum are:

* Industry

The current biggest use of Platinum is for catalytic converters. Catalytic converters help to reduce harmful emissions by converting them into less toxic substances. For example, turning carbon monoxide into carbon dioxide.

Platinum is also widely used in the green hydrogen economy as it is used as a catalyst for electrolysers. Platinum is a critical catalyst in hydrogen fuel cells, especially Polymer Electrolyte Membrane fuel cells (PEMs), which are used for clean transportation.

It can also be used in both petroleum refining and glass manufacturing.

* Investment

As mentioned in the GSR article, Platinum can potentially be a very good investment for those not wanting to purchase gold. You can probably buy physical platinum from a number of coin dealers. These will likely be in the form of both coins and ingots.

It is not traded or purchased as regularly as gold or silver. Please always do your own homework and research before making your investment decisions.

* Medical Applications

Platinum is a biocompatible metal, meaning that it does not react in the body. That is NOT an excuse to eat any physical platinum that you might have sat around by the way!

Because of its biocompatibility, it can be used for implants, pacemakers and even cancer drugs.

* Jewellery

Platinum is a very popular form of jewellery use in Asia. Its rarity and shine makes it very attractive to wear. Its durability is also a contributing factor for its jewellery use.

A massive key factor to mention is supply.

Supply

Platinum is extremely rare and makes up less than 0.003% of the Earth’s crust.

The 4 main countries that supply Platinum are:

* South Africa (approx. 70% of the world’s supply)

* Russia - mainly via the Norilsk Nickel mines

* Zimbabwe

* Canada

Combine the supply areas with the demand factors and it is no wonder that we are seeing Platinum surge. 20-year Platinum chart in USD is below.

Source

Palladium

I deep dived into Palladium back in April 2025!

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.

Not ready for a paid subscription? You can still support the channel by buying me a coffee. Every contribution helps us keep delivering top-tier content.

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Today’s returning podcast guest is Clem Chambers.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 18th September 2025 AM

Clem Chambers is a leading technology innovator with a proven track record in the tech and financial services sectors. He has been involved in the software industry for over 40 years as a pioneer of computer games, multimedia, and the internet.

Clem is founder of the upcoming finance site aNEWfn.com and is the founder and former CEO of global stocks, shares and crypto information website ADVFN where he was responsible for propelling the platform from likely dot.com failure to thriving market leader (36 million users worldwide).

In this wide-ranging podcast, Clem discusses:

* Why Intel is a great Contrarian play

* US equities Boom or Doom?

* Gold, PGM’s and Copper

* Energy and the world

* USA/Europe/China relations

* AI/Energy and the energy correlation

* And much more

You can find out more about Clem Chambers here as well as at anewfn.com!

You can listen to our previous conversation below:

And please do check out his recent videos regarding Intel and the macroeconomic overview.

Intel Kabooooom!

S&P 500 MOON or DOOM: Why the Bull Run Isn’t Stopping Until 2026!

I wrote about the Copper merger in last week’s Commodity Wrap, which is below.

ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:

* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.

CC

Welcome to The Contrarian Capitalist. Protect your wealth. Defend your freedom. Outsmart the system.

CC’s Polymarket markets of the week

The Fed cut rates by 25bps on Wednesday 17th September 2025. There is currently n 82% chance of a 25bps cut in October. This sounds fair to me. Rates should actually be going up, but that is truly a Contrarian play and unlikely to happen.

If I was putting my cash where my mouth is then this market seems fair and I’d be going for a 25bps in October. It’s not what should happen but is what I think will happen.

The second market of note is whether Jerome Powell will be out as Fed Chair in 2025. 6% seems way too high in my opinion. I put his chances at between 0% - 1%. He has delivered what Trump wanted (and will likely deliver again in October) and therefore Trump would have no need to remove him in 2025.

This market is grossly mispriced in my opinion. There could be a few $$’s to be made here.

Politics & Digital ID’s

A few weeks ago I spoke about Digital ID’s. They are now becoming more spoken about day by day.

Various article headlines and photos on Digital ID’s

Meanwhile in Vietnam

UK Housing Challenges

Thank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.

Ready for more? Upgrade to paid and unlock:

* 10+ expert newsletters and videos per month, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Today’s podcast guest is Robert, self-proclaimed macro nerd | "Silent Depression" contributor | "when money isn't scarce, everything else is". He is the host of the popular Infranomics YouTube Channel.

AUDIO IS AVAILABLE HERE - NB There is an issue with the RSS feeds & Substack at the moment

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEO

NB - Recorded on Wednesday 10th September 2025 AM

Thank you also to Roberto Rios for putting us in touch in the first place!

This wide-ranging podcast explores:

* The Silent Depression. What it is and how long it has been happening for

* Why different metrics are needed to get a better (and more accurate picture) of the current economic situation

* Triffin’s Dilemma explained

* Currency and trade challenges

* Why there are tough times ahead for US Citizens

* Gold, Bitcoin and Land. The 3 pillars of protection moving forwards

* And much more

Contact Information

You can find Robert on X

Infranomics on YouTube

Also on a variety of other platforms by using his Linktree.

Scott Bessent Speech at the Manhattan Institute

Scott Bessent | The Fallacy of Bidenomics: A Return to Central Planning | A New Supply-Side

ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:

* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.

CC

The first 3-way conversation/podcast on The Contrarian Capitalist features the fantastic E.M. Burlingame and Will Tanner, Co-Founder of The American Tribune. We might break the internet with this podcast!

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 9th September 2025 AM

This blockbuster podcast covers a wide range of topics, including:

* How do you undo a 400-year-old Psy-op?

* Normans/Saxons and the heritage of the English Civilization

* Oligarchy, Aristocracy & societal structures

* Forcing the crown to do their hereditary duties

* The king, the aristocracy and love of the land

* Aristocrats by Robert Lacey

* Why family offices are the now the most important people on the planet

* Why community and soldiers are also imperative in today’s society

* Wade Hampton and the 48ers

* Trust and why society is crumbling before our eyes

* The Pretorian system and their significant undertones

* Charles I and the structures that we need to thrive moving forwards

* What lays ahead for our civilization

* Why a bloody war is coming

* And much more

Contact Information Will Tanner

Please do connect Will Tanner. You can find him on Substack at The American Tribune, or on X at TAmTrib and also in person on X at Will_Tanner_1.

Contact Information E.M Burlingame

Please do check out and subscribe to E.M.’s Newsletter. You can also connect with E.M. on X, as well as finding his books on Amazon.

The Eternal War

The Art of Being a Man

Other books

ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:

* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.

CC

Today’s podcast guest is MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).

AUDIO IS AVAILABLE HERE

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NB - Recorded on Monday 8th September 2025 AM

In this episode Erik discusses:

* Nuclear policies and how to improve the nuclear process within the USA

* Nuclear geopolitics including Russia/China/North Korea as well as Niger

* 1 Oil factor that people are not thinking about at the moment

* Why Oil is likely to fall in price before going much higher

* Why Copper is flashing a recession signal

* And much more

Contact Information

You can connect with Erik Townsend on Substack and also on X

You can connect with MacroVoices on X too.

Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.

Copenhagen Atomics

Thomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.

Episode 1

Episode 2

You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji below

A big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.

ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:

* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.

* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.

* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.

Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.

If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.

Thank you for being part of The Contrarian Capitalist community!

Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.

CC