The Contrarian Capitalist Podcast

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

5 small bits of housekeeping

* This video was recorded on Tuesday 30th June 2026 PM UK time

* The chart deck was also inserted on Tuesday 30th June 2026 PM UK time

* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.

* 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.

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https://contrariancapitalist.substack.com/july4special

Quote of the Month

"The four most dangerous words in investing are, it’s different this time."

Sir John Templeton

Move of the Month

SILVER 🔴

June Close = $58.51 - DOWN -$16.78 (-22.29%)

Chart Deck

GOLD 🔴

June Close = $4,006.29 - DOWN -$531.87 (-11.72%)

BITCOIN 🔴

June Close = $58,517 - DOWN -$15,051 (-20.46%)

COPPER (per lb USD) 🔴

June Close = $6.24 - DOWN -$0.14 (-2.26%)

PLATINUM SPOT 🔴

June Close = $1,551.30 - DOWN -$369.90 (-19.25%)

PALLADIUM SPOT 🔴

June Close = $1,208.15 - DOWN -$148.52 (-10.95%)

URANIUM U308 FUTURES 🟢

June Close = $85.25 - UP +$0.35 (+0.41%)

NATURAL GAS (Henry Hub Natural Gas Spot Price) 🟢

June Close = $3.231 - UP +$0.085 (+2.70%)

Dutch TTF Natural Gas Month Futures 🔴

June Close = €43.445 - DOWN -€2.555 (-5.56%)

WTI (West Texas Intermediate) 🔴

June Close = $70.02 - DOWN -$17.73 (-20.21%)

BRENT CRUDE 🔴

June Close = $72.92 - DOWN -$18.10 (-19.88%)

DOW JONES 🟢

June Close = 52,323.24 - UP +1,286.15 points (+2.52%)

NASDAQ 🔴

June Close = 30,276.36 - DOWN -56.82 points (-0.19%)

S & P 500 🔴

June Close = 7,499.35 - DOWN -80.70 points (-1.06%)

RUSSELL 2000 🟢

June Close = 3,024.37 - UP +105.03 points (+3.60%)

FTSE 100 🟢

June Close = 10,516.8 - UP +149.3 points (+1.44%)

FTSE 250 🔴

June Close = 23,133 - DOWN -370 points (-1.57%)

DAX 🔴

June Close = 24,995.81 - DOWN -108.89 points (-0.43%)

KOSPI 🟢

June Close = 8,476.48 - UP +0.33 points (+0.00%)

NIKKEI 🟢

June Close = 70,850 - UP +4,652 points (+7.03%)

HANG SENG 🔴

June Close = 22,881.03 - DOWN -2,301.37 points (-9.14%)

Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment below!

Polymath Investor Mauricio Heck explains the habits, frameworks and productivity systems used by top investors to think better, research faster and build lasting success.

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!

https://contrariancapitalist.substack.com/july4special

Welcome to Mid-Week Macro for Thursday 25th June 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.

Mid-week Polymarket market

Between $3,800 and $4,200 is pretty solid to me.

Don’t rule out a dip below $3,800 though as that would really ruin sentiment!

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

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

As per Michael A. Arouet on X

75% Of US GDP Growth In The First Quarter Was Due To AI | ZeroHedge

Bitcoin Tumbles As Strategy Slammed, Faces Massive $10 Billion Option Expiry | ZeroHedge

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 17th June 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.

Mid-week Polymarket market

Seems like the best course of action might be to do nothing at all. The Fed Rate decision for July already has a very high chance of no change.

Will other banks raising between now and then twist their hand? 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

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

Fed Holds Rates Unchanged (As Expected), ‘Dots’ Signal Hawkish Bias As Warsh Takes Over | ZeroHedge

Trump Admits US Was Weeks Away From “Running Out Of Reserves” When Iran Deal Struck | ZeroHedge

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 podcast guest is Miles Harris, who has a BSc and Master’s in Economics.

Mr Harris has been studying financial crises since 1999: Russia, Asia, Argentina, and the 2008 collapse.

History doesn’t repeat; it rebrands.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Tuesday 16th June 2026 PM UK Time.

Miles deep dives into:

* The Bank of Japan has raised interest rates to their highest level since 1995, signalling the potential end of the cheap money era.

* What higher Japanese rates could mean for global liquidity and financial markets.

* Singapore’s growing role as a global bullion and precious metals hub.

* The development of gold backed digital settlement systems and their potential use within BRICS trade networks.

* Why gold remains the ultimate settlement asset in an increasingly fragmented world.

* The mechanics driving global de-dollarisation and the search for alternatives to the US dollar.

* How central banks are positioning themselves for a more multipolar monetary system.

* The opportunities and challenges of tokenising silver and other precious metals.

* An overview of Project Vault, the Silver Act, Meridian and the Clarity Act.

* Why emerging legislation defining bank deposits as digital assets could reshape the future of finance.

* And much more

Contact Information & Previous Recording

You can connect with Miles Harris on YouTube, Substack at Miles Harris, X, TikTok and also the Navigating the Ledger website.

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.

Today’s podcast guest Shae Russell, executive producer for Mining.com.au.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 16th June 2026 AM UK Time.

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

Get your tickets to the RULE SYMPOSIUM 2026

3 small bits of housekeeping

* This video was recorded on Monday 15th June 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.

June’s chart of the month looks at Bitcoin versus the 3x leveraged NASDAQ ETF, dating back to 2012.

Over this extended period, Bitcoin has exhibited a remarkable 92% correlation.

Does this mean that Bitcoin is a safe haven? Or behaves more like a highly leveraged expression of risk appetite?

Today’s podcast guest is Clem Chambers, CEO of Online Blockchain and founder of the upcoming finance site aNEWfn.com. In 2018, Clem won Journalist of the Year in the Business Market Commentary category in the State Street U.K. Institutional Press Awards.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Monday 20th April 2026 AM

In this wide-ranging podcast, Clem discusses:

* That we should really not believe ANYTHING that we read or see, as it is all possibly part of a bigger propaganda machine

* Ongoing market madness, why he exited the market a little while ago, and why he is now only just starting to get back in

* What companies Clem has invested in recently

* Why a land war has been pushed back a year or two thanks to recent events

* The importance of energy

* Rare-earths, China’s chokehold and the EU/UK are very slowly waking up to energy resilience

* What commodities he would NOT buy, and why

* New API’s, anewfn website update and much more

Previous Recordings & Contact Information

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

On Substack at Clem Chambers and also on Clem Chambers Alpha YouTube.

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.

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 10th June 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

Market rates isn’t something that was covered in this video, but they will be in the Market Wrap this coming weekend.

The ECB might have risen rates by the time you read this, the BoJ is likely to do the same, and Indonesia has risen rates this week to the best of my knowledge.

Will The Fed raise in June? Unlikely according to Polymarket and the general consensus.

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

“Device-Level” Nudity Detection: UK Gov’t Blackmailing Public Into Digital ID

Russia’s fuel crisis intensifies as Ukraine steps up strikes on occupied territories - BBC News

Bill debt soars but many don’t know help is available

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.

In this episode, Fernando de Cevallos discusses:

His background, why he chose Paraguay as a base, and the opportunities he identified in Ciudad del Este.

Why Paraguay is attracting growing international interest, including its business environment, investment climate, and strategic position in South America.

The history, geography, and economic fundamentals of Ciudad del Este, including its location on the Triple Frontier and how it differs from Asunción.

Real estate opportunities in Ciudad del Este, including apartment projects, pricing, amenities, ownership costs, maintenance, and potential exit strategies.

Who these investment opportunities are best suited for, who they may not be suitable for, and practical considerations such as moving capital into Paraguay.

The broader Paraguay story, including historical context, infrastructure development, long term growth drivers, and Fernando’s outlook for the region.