The Contrarian Capitalist Podcast

Today’s distinguished podcast guest is Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management.

AUDIO IS AVAILABLE HERE

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This podcast episode covers:

* Gold

* Silver

* The key Gold to Silver ratio to watch out for

* Mining companies

* The biggest wealth generating opportunity that is on our doorstep

* Bond Yields and the warning signal that they are sending

* Financial history and why it is fundamental to understand

* Democracies and Republics

* And much more

Contact Information

You can connect with Jaime Carrasco on:

X

LinkedIn

Harbourfront Wealth Management

It would also be beneficial to read this thread on X as well.

ALL interview podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts (and the 10+ newsletters/market videos per month) then please consider becoming a paid subscriber by using the button below. It’s cracking value for the price of a couple of coffees a month.

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

CC

Adrian Day is Chairman and CEO of Adrian Day Asset Management, a registered Investment Advisory firm.

He is also editor-in-chief of Global Analyst, an e-mail newsletter published by Investment Consultants International, Ltd.

NB - These are two distinct service businesses and should not be confused with one another.

AUDIO IS AVAILABLE HERE

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This podcast episode covers:

* Gold

* Silver

* Mining stocks and main reasons they are cheaper today than they were 12 months ago

* Trump v Powell

* US Debt and why it is a ticking timebomb

* US Treasury Issuance and challenges that lay ahead

* QE will likely come back and this will enhance inflation

* Equity outflows and why emerging markets are presenting very good opportunities

* And much more

Contact Information

Please visit the Adrian Day website for more information.

You can also get in touch with Adrian and his team by emailing [email protected]

ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.

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

CC

As mentioned in the video, there are numerous ways to support the channel.

You can:

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A YouTube membership will give you 1 macro video a week, ad free and the price is approximately $4 USD a month. It is a low-cost entry to the world of CC.

You can also support the channel by ‘buying me a coffee’, using the button below. Thank you in advance for doing so.

In order to get full access to the 10+ newsletters and market videos per month, early access to all the expert podcast interviews and access to the full archive, please consider becoming a paid subscriber.

The podcast with Adrian Day is available to paid subscribers. You can listen/watch the episode using the link below.

Thank you again and I will be back with the Weekly Wrap on Friday 18th July 2025.

Welcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity Corner

4 small bits of housekeeping

* There will be no extra chart deck (unlike the monthly wrap) but the video will look at various charts

* Please like and share this article/video with your network.

* Please provide feedback as it helps us to improve and deliver the content

* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the butt…

Today’s guest is Adam Fayed. Adam has helped clients in over 100 countries manage and protect over $100M in assets.

His no-nonsense approach means that he is also the most-viewed financial writer on Quora (822M+ views), a Forbes contributor, and someone CNBC regularly calls for insight.

Whether it’s protecting wealth in uncertain times or avoiding the traps most investors fall into, Adam’s perspective hits home for listeners who want practical, global financial advice.

NB - None of this conversation is to be constituted as investment advice. It is for educational purposes only.

AUDIO IS AVAILABLE HERE

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This podcast episode covers:

* Plan B planning (start with the end in mind)

* Offshore banking made simple

* Reasons for wanting to change tax jurisdiction

* Gold & Silver

* Bitcoin (and the 1 hurdle it still faces)

* Cash

* Allocations of the above

* NASDAQ/Bitcoin correlation

* And much more

Contact Information

Quora

Adam Fayed website

Email - [email protected]

WhatsApp - +447393450837

Instagram

YouTube

ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.

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

CC

Today’s guest is John Johnston (Alyosha/Market Vibes)

John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.

AUDIO IS AVAILABLE HERE

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JJ talks in detail about:

* Oil going down in price before going up

* Natural Gas + Uranium with regards to AI infrastructure

* Being bullish on Copper and Platinum

* Why you have to be respectful of Silver

* Gold

* S&P 500, Risk concentration and the potential dangers that lay ahead

* Being bullish USA

* And much more

Contact Information

Please do connect with John Johnston at Alyosha / Market Vibes

And on X

Please do read the ‘New Colossus’ post too.

ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.

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

CC

Today’s guest is Roberto Rios aka The Peruvian Bull, of the popular The Dollar Endgame Substack. The Peruvian Bull is a well-known analyst in finance & macroeconomics and a patriotic American.

AUDIO IS AVAILABLE HERE

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This podcast/video covers a plethora of subjects, including:

* Japan and the carry trade unwind

* Japanese demographics and savings facts

* Bond markets and systematic failures that lay ahead

* Game theory between saving the Yen v saving the bond market

* What the likely outcomes are globally when Japan fails

* Global liquidity and why this is good for Bitcoin

* Bitcoin, its characteristics and 5 Bitcoin book recommendations

* And much more

Contact Information

You can connect with Roberto Rios at The Dollar Endgame on Substack

On X

And on YouTube, where you can also find the mini documentary ‘Will Japan's Collapse Trigger The Endgame?’

ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.

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

CC

Rice & Bonds article

Will Japan's Rice Price Shock Lead To Government Collapse And Spark A Global Bond Crisis | ZeroHedge

70% off of monthly and annual subscriptions for 12 months

To celebrate 4th July and the long weekend that comes with it, I’m offering the biggest discount that has ever been offered on CC.

You can get 70% off of monthly and annual subscriptions for 12 months by using the button below.

For this you get access to all the market newsletters, early access to all expert podcasts and full access to the archive.

This works out at $6.30 a month on the monthly subscription or just $48 for the year ($4 a month) if you use the annual subscription.

Valid until Tuesday 8th July.

Thank you in advance for becoming a paid subscriber and have a great weekend!

CC

Source

Thank you to everyone who tuned into my live video! Join me for my next live video in the app.

Today’s podcast/video features Kevin Wadsworth from Northstar & Badstar charts.

‘‘Military meteorologist. Applying scientific, predictive principles to forecast market movements. Macroeconomics & trading. A picture paints a thousand words’’

AUDIO IS AVAILABLE HERE

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A capital rotation event is upon us. What does this mean? And what are the charts showing us?

We explore the following charts:

* Bitcoin v Gold charts and vice versa

* Gold to $5,000 minimum (and likely $10,000)

* Triple digit Silver and a healthy cup and handle pattern in play

* 10 out of 12 achieved on the Capital Rotation event bingo chart

* DXY undecided where to go at the moment

* DXY v Swiss Franc

* And much more

Contact Information

You can find Northstar on X, Badcharts on X and on the website at Northstarbadcharts.com

If you mention The Contrarian Capitalist, then you will also be able to get 50% off of a subscription at Northstarbadcharts.com

ALL podcasts are released to PAID SUBSCRIBERS first. To gain early access to all podcasts before the general public (and other benefits too) then please consider becoming a paid subscriber by using the button below.

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

CC

NB - You can watch the episode recorded back in 2024 here:

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

3 small bits of housekeeping

* This video was recorded just after the opening bell on Monday 30th June 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 product/service.

* 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 then please do so. If you are a Live Squawk reader and have yet to subscribe to The Contrarian Capitalist then please do so, using the button below.

In the video we look at the charts for the following markets:

* S&P 500

* NASDAQ

* Gold & Silver Futures

* Platinum & Palladium Spot

* WTI

* Copper per lb

* Uranium ETF

* DXY

Monthly chart deck below