The Contrarian Capitalist Podcast

Welcome to the Monthly Wrap for July 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.

5 small bits of housekeeping

This video was recorded on Saturday 1st August 2026 AM UK time

The chart deck was also inserted on Friday 31st July after market close. Bitcoin was added after recording on Saturday 1st August.

Please do continue to provide feedback

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

Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.

The Contrarian Capitalist

Tom Bradshaw/Beyond the Headlines

Tom Bradshaw LinkedIn

Bullet pointed AI generated transcript (for those that don’t have time to watch the whole video)

July was a surprisingly busy month for markets despite the holiday season.

Natural gas (Dutch TTF) was the biggest mover, up nearly 36%, due to Middle East tensions and Europe struggling to secure supply.

Oil rose sharply (WTI ~24%, Brent ~29%) from shipping disruptions in the Persian Gulf and Red Sea, plus very low US emergency oil reserves.

Higher energy prices are pushing up inflation expectations and Treasury yields, which could hurt the economy and AI stocks that rely on cheap borrowing.

Gold held above $4,000 and edged higher; more short-term weakness is possible, but the long-term outlook remains strongly bullish.

US stocks were mixed: S&P 500 almost flat and still in an uptrend above 7,000, while the Nasdaq fell ~6.6% on AI weakness.

The US dollar weakened slightly and 10-year yields rose; higher yields do not automatically hurt gold and silver.

Asian markets struggled, with South Korea’s Kospi down over 22% and Japan’s Nikkei down ~11%.

Bitcoin gained about 7% but may face more downside in the coming months.

This Wednesday 29th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.

Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.

Mid-week Polymarket market

With a nothingburger today, the odds of no rate cuts in 2026 have slightly further increased.

The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.

NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.

I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.

GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.

NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.

Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.

The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.

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.

Podcasts & Posts & Article Links

Fauci’s Diary Reveals Collusion With Obama to Debunk Beagle Torture Program | ZeroHedge

Fauci pleads the 5th

DISCLAIMER: Nothing in this post/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 episode features John Passalacqua, CEO and Director of First Phosphate.

First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.

CSE: PHOS – FSE: KD0 – OTCQX: FRSPF

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NB - Recorded on Monday 2nd February 2026 AM

John Passalacqua, CEO of First Phosphate, explains:

* The different types of phosphate that exist

* The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA)

* LFP uses, current supply and demand dynamics and why the future is very bright

* How First Phosphate is positioned to take advantage of this situation

* CATL, China’s largest producer and their recent large orders.

* Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site

* The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain

* Shares, managements skin in the game and the team that make up First Phosphate

* How much of an impact the phosphate price is on operations

* Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze

* And much more

Useful Company Information/Press Releases

CSE: PHOS – FSE: KD0 – OTCQX: FRSPF

First Phosphate Website

First Phosphate LinkedIn

First Phosphate X

First Phosphate YouTube

First Phosphate general corporate video:

Mine site video:

https://www.firstphosphate.com/BeginLamarche3D

Latest visit by Natural Resources Minister Hodgson to our future phosphate processing site:

https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/

Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?:

We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present:

https://firstphosphate.com/first-phosphate-port-saguenay-agreement/

We recently created the first LFP batteries from fully North American critical minerals:

https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/

This development was presented at the OREBA3 conference in Montreal:

The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors.

It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region!

A recent post from the Belgian Embassy in Ottawa:

https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/?

Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders.

https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/

Unlock Paid Access

Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.

Thank you for being part of The Contrarian Capitalist community!

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.

Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording.

This Wednesday 22nd July 2026 Mid-Week Macro is sponsored by Norsemont Mining.

Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.

Mid-week Polymarket market

Silver can definitely move, so I would not rule out it touching $70 between now and the end of the month!

The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.

NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.

GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.

NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.

Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.

The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.

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.

Podcasts & Posts & Article Links

Burnham tells cabinet to tackle living costs at first meeting

Is Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even more)

DISCLAIMER: Nothing in this post/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.

Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.

3 small bits of housekeeping

* This video was recorded on Thursday 16th July 2026 PM UK Time.

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

* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.

The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion

Today’s podcast guest is E.M. Burlingame of E.M.’s Newsletter.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 15th July 2026 PM UK Time.

E.M. deep dives into:

* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity

* The real history behind Britain’s problems going back to 1688 and the Bank of England

* Why the City of London and a hidden financial system have controlled Britain for centuries

* King Charles III’s possible plan to expose corruption before stepping aside for King William

* The key difference between “restoration” and “revolution” and why restoration is the better path

* How bureaucracy has replaced traditional leaders and what can still be done to fix it

* Why the US and UK face similar problems and how America is responding

* The danger of constant distractions like phones and how to think more clearly

* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind

* Why English-speaking countries need to stand together against these forces

Contact Information & Previous Recordings

Please do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.

Books include:

The Eternal War

The Art of Being a Man

This Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable Man

The Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)

Lord Rothbury

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.

Thank you for being part of The Contrarian Capitalist community!

DISCLAIMER: Nothing in this post/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.

The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026

Today’s guest is Jerz, CEO of The Jerz Group.

With nearly 20 years of hands-on experience, Jerz shares how entrepreneurs, digital nomads, and high-net-worth individuals are building robust Plan Bs, including tax residencies, second citizenships, asset protection structures, and offshore setups.

In this episode:

Why Malta is one of the strongest EU plays right now

How Paraguay + Panama structures work perfectly for e-commerce and online businesses

Affordable entry points (yes, you can start for just a few thousand dollars)

CRS updates, foundations vs trusts, and why your Plan B must evolve

Georgia, naturalization paths, and what’s changing in 2026

Contact Details

I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use of the contact methods below and please mention that you have come from The Contrarian Capitalist.Phone - +15109859990E-mail - [email protected]X = The Way of Jerz (@TheJerzWay)Website = https://www.thejerzgroup.com/For full disclaimer - The Jerz Group and The Contrarian Capitalist have an informal affiliate partnership set up at the time of recording.

This Wednesday 15th July 2026 Mid-Week Macro is sponsored by Norsemont Mining.

Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.

Mid-week Polymarket market

The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.

NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.

GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.

NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.

Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.

The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.

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.

Podcasts & Posts & Article Links

WTI Dips As US Crude Production Hits Record High, SPR Draw Slows, Cushing Remains At ‘Tank Bottoms’ | ZeroHedge

Major bond collapse ahead - by Alasdair Macleod

DISCLAIMER: Nothing in this post/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.

Welcome to Mid-Week Macro for Wednesday 8th July 2026, sponsored by Adam Fayed.

Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!

NB - This is not an affiliate link

Mid-week Polymarket market

The World Cup has now been whittled down to 8 teams, and France seem to be the clear favourites. Their Quarter Final against Morocco will not be easy. England have a tough game with Norway on Saturday 11th July. A potential semi-final with Argentina awaits.

GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.

NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.

Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.

The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.

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.

Podcasts & Posts & Article Links

New Strikes On Iran Significantly Stronger Than Earlier Attacks, As IRGC Targets US Navy Warships

Iran fires at American military sites in Bahrain and Kuwait after US hits dozens of Iranian targets

What Future Awaits Ukrainian Military-Aged Male Refugees In The EU?

And as per Lord Bebo on X

Higher Electricity Rates In Blue States Linked To Renewable Energy Policies

DISCLAIMER: Nothing in this post/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.

NB - I quoted the special offer in the video in USD. My apologies as that was meant to be in British Pounds. 50% off for life brings the price down to £40 per year (circa $53 USD)

https://contrariancapitalist.substack.com/july4special

Welcome to Mid-Week Macro for Wednesday 1st July 2026, sponsored by Adam Fayed.

Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.

In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:

* What asset confidentiality really means and why it matters now more than ever

* Legal structures that deliver genuine privacy

* Smart alternatives to prenuptial agreements

Wednesday 8 July 2026

* 02:00 PST

* 05:00 EST

* 10:00 UK

* 11:00 CET

* 19:00 Sydney

Can’t attend live? No problem, register and we’ll send you the full recording for free.

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 Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!

Mid-week Polymarket market

Not many seem to think anything will happen on 4th July with regards to a monetary reset. We shall see!

GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.

NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.

Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.

Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!

NB - This is not an affiliate link

Podcasts & Posts & Article Links

Mahmood announces new refugee sponsorship route into UK - sounds like a great opportunity for more fraud!

Bitcoin: Broken, Or Bottoming?

DISCLAIMER: Nothing in this post/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.