The Contrarian Capitalist Podcast

Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.

AUDIO IS AVAILABLE HERE - NB There are issues with the RSS feeds and Substack at the moment!

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NB - Recorded on Wednesday 10th September 2025 AM

This podcast/video covers a wide range of topics, including:

* SGE’s gold and silver vaults in Hong Kong

* The main reason why faith/trust in the USD has decreased

* 2 great charts to look at (below)

* What the hacksaw mountain in gold and silver is (X posts/photos below)

* Why Bitcoin is a digital liquidity sink scheme for the USD

* And much more

Contact Information

You can follow Eric on X

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

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

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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

Charts and X posts for reference

Sources are FT and www.goldchartsrus.com

Michael Saylor/Bitcoin/El Salvador Post on X

Hacksaw Mountain Post on X

I recently appeared on the excellent Kontrarian Korner podcast, hosted by Ben Kelleran. This is that video!

Podcast Summary

* European politics, the mysterious deaths of several AFD politicians, and the current state of the UK.

* The financial state of European governments and European bonds.

* His view on precious metals and why they are simplest way to protect wealth over the next several years.

* Why he is partial to silver over gold currently.

* What he thinks about energy, how devaluation will play a role for commodities, and his view on oil, natural gas, and uranium.

* Where he sees equity markets heading over the next several years.

* Why there will be a huge opportunity in bonds in the distant future, and why he views them as certificates of confiscation for now.

* The importance of having a Plan B and why he left Europe.

* Book Recommendation: The Great Depression: A Diary by Benjamin Roth.

Contact Information

Please connect with Ben Kelleran at Kontrarian Korner on Substack.

Or on X

Ben also recently appeared on The Contrarian Capitalist. You can listen/watch that here:

Please allow me the opportunity to serve you at a higher level!

* 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 David Morgan, founder of The Morgan Report.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 4th September 2025 AM

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

* David’s view on the best way to purchase Silver

* Structural deficits within the market

* Spoofing/Manipulation …

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 Tuesday 2nd September 2025 PM

It was an absolute pleasure to have Don Durrett back on the show and to get an update of the mining sector as well as general goings on in Gold and Silver. It is fair to say that a lot has happened since June!

We look at:

* Newmont mining nearly being the top stock YTD in the S&P 500

* Why Don believes he’s now conservative with $100 Silver

* Mining company cashflows and what will happen moving forwards

* S&P 500 levels and why a reversal will happen

* Why Don likes the HUI and his target for it

* 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 2 conversations are 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

Plenty going on so far this week. This video looks like the state of Digital ID’s, Politicians preaching and being hypocritical and also Silver!

A shout out to Quoth the Raven too for being very candid about what was likely to happen to Gold i.e. $100 days becoming normal. We are very near to that point in my opinion!

Politics & Digital ID’s

We’ll start with the UK, and the Deputy Prime Minister is in hot water.

Ms Rayner is part of The Fabian Society

Digitial ID will be the answer, because a Digital ID would be ‘beneficial’ for the people. Apologies that this is not the clearest photo in the world.

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 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!

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

3 small bits of housekeeping

* This video was recorded just after the opening bell on Thursday 28th August 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.

Paid Subscribers now have access to both the video (above) and also the August 2025 Market Chart Deck (below) as well as the Top 8 Commodity & Geopolitical Events for August.

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

AUDIO IS AVAILABLE HERE

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NB - This podcast was recorded late in the evening on Wednesday 20th August 2025

This wide-ranging conversation explored the current challenges (and potential outlook) for the world, and included:

* What would happen if Trump, Xi or Putin died

* Conflict occurring in Asia

* NATO influence in Asia

* Commodities, SWIFT systems and more

* Plan B and why it is imperative that you have one

* And much more

Contact Information

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]

You can also listen to our first conversation here:

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 Northstar Badcharts co-founder Patrick Karim.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This was recorded on Wednesday 20th August 2025

This video looks at:

* Silver across multiple time frames

* Gold across multiple time frames

* The Silver v Oil correlation from 1861

Contact Information

You can connect with Patrick on X

And also for deep dive analysis, please visit the NorthstarBadcharts website.

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

Podcasts/Videos and posts mentioned

Jackson Hole

Source

Thank you for being part of The Contrarian Capitalist community!

Ready for more? 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!

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

Please SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - This was recorded on Friday 15th August 2025, 54 years to the day that the Dollar died.

This podcast episode reveals:

* How Nixon unleashed modern fiat currency chaos

* Sound money principles and why they are important

* What we have to learn from historical regime and monetary changes

* West v East mentality

* Central banks gold buying

* Are mining companies becoming cash machines?

* And much more

Contact Information

You can connect with Ted J Butler on LinkedIn.

Please do check out the Sound Money Report

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

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