The Contrarian Capitalist Podcast

Welcome to Chart of the Month for May 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.

Get your tickets to the RULE SYMPOSIUM 2026

3 small bits of housekeeping

1) This video was recorded on Thursday 14th May 2026 PM Eastern Time.

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

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

May’s chart of the month asks the question of whether or not the 2026 AI Bubble is the 2nd biggest bubble seen in 80 years!

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

AUDIO IS AVAILABLE HERE

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NB - Recorded on Wednesday 6th May AM UK Time

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Topics covered in this conversation include:

* The rapid evolution of AI, China’s role in the space, and how the global competitive landscape is developing

* Trade dynamics across Asia, including regional perspectives on the Iran conflict and its wider implications

* The relationship between the KOSPI and semiconductors, and why this pairing continues to attract attention from investors

* Ongoing market rotation, and why equities and gold may continue to rise in tandem rather than diverge

* The growing likelihood of a stagflationary environment and how investors can begin positioning for it

* Why real assets are becoming increasingly important in the current macroeconomic cycle

* The return of oil-driven inflation, with food inflation potentially following close behind

* Two oil-focused ETFs worth monitoring: Energy Select Sector SPDR Fund (XLE) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

* A key agriculture ETF to watch: VanEck Agribusiness ETF (MOO)

* Three critical market ratios that could provide early signals for where capital is flowing next

* Practical considerations around asset protection in an increasingly uncertain environment

Contact Information & Previous Recordings

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]

Website - www.themacrobutler.com

X - The Macro Butler

You can also listen to our previous conversations using the links below:

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 features Alasdair Macleod from the excellent MacleodFinance Substack.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 5th May 2026 PM UK Time

Topics covered in this podcast include:

* Western v Eastern ideology with regards to gold and silver. Why they differ

* UK Gilts, why they have just hit a 28-year high, and what they are indicating

* The overall state of UK politics and UK energy

* Will the 2020’s play out like the 1970’s in terms of oil, yields and gold

* Gold and Silver Open Interest. What is it? What the current positioning is and what this is telling us

* And much more

Contact Information & Previous Conversations

You can follow Alasdair Macleod at MacleodFinance Substack or on X.

UK Gilt Yields Near 30-Year Highs As Political/Geopolitical Fears Spark Trussian Chaos

1999–2002 sale of British gold reserves

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 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 the Monthly Wrap for April 2026 with The Contrarian Capitalist and the excellent Tom Bradshaw, author of Beyond the Headlines.

Get your tickets to the RULE SYMPOSIUM 2026

5 small bits of housekeeping

* This video was recorded on Thursday 30th April 2026 PM UK time

* The chart deck was also inserted on Thursday 30th April 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.

The first ‘Chart of the Month’ with Tom Bradshaw can be viewed below.

Quote of the Month

Men whose only concern is other people‘s opinion of them are like actors who put on a poor performance to win the applause of people of poor taste; some of them would be capable of good acting in front of a good audience. A decent man plays his part to the best of his ability, regardless of the taste of the gallery - Nicolas Chamfort

Move of the Month

It is not the biggest move of the month, but likely the most surprising move of the month. It is the NASDAQ!

NASDAQ 🟢

April Close = 27,452.11 - UP +3,711.92 points (+15.64%)

Chart Deck

GOLD 🔴

April Close = $4,615.48 - DOWN -$56.30 (-1.21%)

SILVER 🔴

April Close = $73.71- DOWN -$1.42 (-1.89%)

COPPER (per lb USD) 🟢

April Close = $6.03 - UP +$0.34 (+6.16%)

PLATINUM SPOT 🟢

April Close = $1,986.70 - UP +$17.70 (+0.90%)

PALLADIUM SPOT 🟢

April Close = $1,533.50 - UP +$52 (+3.51%)

URANIUM U308 FUTURES 🟢

April Close = $86.45 - UP +$2.45 (+2.92%)

NATURAL GAS (Henry Hub Natural Gas Spot Price) 🔴

April Close = $2.619 - DOWN -$0.269 (-9.31%)

Dutch TTF Natural Gas Month Futures 🔴

April Close = €45.98 - DOWN -€4.77 (-9.40%)

WTI (West Texas Intermediate) 🟢

April Close = $105.40 - UP +$3.85 (+3.79%)

BRENT CRUDE 🟢

April Close = $109.84 - UP +$8 (+7.86%)

DOW JONES 🟢

April Close = 49,652.14 - UP +3,310.63 points (+7.14%)

S & P 500 🟢

April Close = 7,209.02 - UP +680.49 points (+10.42%)

RUSSELL 2000 🟢

April Close = 2,806.9 - UP +312.3 points (+12.52%)

FTSE 100 🟢

April Close = 10,378.82 - UP +202.37 points (+1.99%)

FTSE 250 🟢

April Close = 22,453 - UP +1,339 points (+6.34%)

DAX 🟢

April Close = 24,292.38 - UP +1,612.34 points (+7.11%)

KOSPI 🟢

April Close = 6,598.87 - UP +1,561.41 points (+30.61%)

NIKKEI 🟢

April Close = 59,692 - UP +6,776 points (+12.81%)

HANG SENG 🟢

April Close = 25,776.54 - UP +988.39 points (+3.99%)

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!

Welcome to Mid-Week Macro for Wednesday 29th April 2026.

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

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This post and video are FREE for everyone, and topics covered include:

* Personal and channel update given last week’s circumstances

* Commodities and equities overview

* What else to look for in the week ahead

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Mid-week Polymarket market

Being back in the UK, it feels appropriate to check in with ‘Starmer out by’. I would love to say tomorrow but that will be very unlikely. If Angela Rayner makes her move then it is possible by the summer. Bar that, I think that even by the end of 2026 is in unlikely, unless he properly shoots himself in the foot between now and then!

I am currently working with The Jerz Group to formalise a US LLC as well as other banking, tax structuring and future proofing both The Contrarian Capitalist and personal and family positions.

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 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.

Podcasts & Posts & Article Links

Max Pressure: U.S. Prepares For Extended Hormuz Blockade As Treasury Warns Sanction Risks Linked To China's "Teapot" Refineries

Fuel costs: Irish government announces supports following protests

Bank of Canada Keeps Rates On Hold As It "Looks Through War's Immediate Impact On Inflation"

US Gas Prices Hit Highest Level In 4 Years, Analyst Says

Today’s guest is Jon Forrest Little, publisher of The Silver Academy. This is an impromptu recording that covers U.S debt, geopolitics latest, oil, energy, silver and inflation.

Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Thursday 23rd April 2026

In another straight talking and no holds barred episode, Jon dives into:

* Current U.S debt levels, why it is not sustainable and what happens next

* Why the U.S and Israel have committed a massive blunder with Iran

* The potential fallout from this war, including impact in Oil, Silver, Fertilizer and Food.

* Why and how trust in the U.S Dollar is diminishing

* The inflationary impacts of war

* Why a recession would have a short-term impact on pricing before more potential upside

* The GCC and potential bail outs

* And much more

Contact Information & Previous Recordings

You can connect with Jon at The Silver Academy.

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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.

Today’s episode features an update from one of our sponsors, Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) and their CEO, Dan Sutton.

Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) is actively commercializing a new production pathway for low-cost clean fuel synthesis. The target output is ultrapure synthetic jet fuel, manufactured at 70% lower cost than the nearest competing technology. The Company’s mission is to deliver the world’s first high-performance, low-cost, and carbon-neutral synthetic fuel at an industrial scale.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 22nd April 2026 AM.

This update with Syntholene Energy CEO Dan Sutton includes:

* Update on DTC as of Wednesday 22nd April 2026. This is still pending.

* A quick overview of Syntholene Energy (full episode is linked below)

* The importance of the recently signed Lease Agreement and the Húsavík Power Station, including the general geography and potential of the area with regards to energy production.

* The positive impacts of the 2MW Kalina power unit not being dismantled and district-heating systems being still in place.

* Iceland’s energy, its potential and what other areas could be explored moving forwards.

* The significance of completing the demonstration facility and what Syntholene Energy hopes to learn from it.

* The potential unlocking of an entirely new pricing paradigm for synthetic fuels in aviation and beyond.

* HD IS appointed as general contractor and the experience that they will bring in order to help complete the aforementioned demonstration facility.

* And much more

Latest News Article & Report

Syntholene Energy Signs Site Lease and Receives Construction Permit at Historic Húsavík Power Station for Demonstration Facility

Clean Air Task Force 2025 Impact Report

Contact Information & Previous Recordings

Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF)

Twitter / X = https://x.com/syntholene

LinkedIn = https://www.linkedin.com/company/syntholene-energy

YouTube = https://www.youtube.com/@SyntholeneEnergy

Website = Syntholene Energy

Investors = Q1 2026 Investor Presentation

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.

Syntholene Energy (TSXV: ESAF, FSE: 3DD0, OTCQB: SYNTF) is a sponsor of The Contrarian Capitalist Podcast and Substack. The Contrarian Capitalist has received financial compensation from Syntholene Energy for the production of this podcast/video.

It is not investment advice and should not be construed as a recommendation to buy or sell securities. Readers must conduct their own due diligence and consult a licensed financial advisor before investing.

All information has been sourced from company disclosures and publicly available information.

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

Welcome to Mid-Week Macro for Wednesday 22nd April 2026.

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

Get your tickets to the RULE SYMPOSIUM 2026

This post and video are FREE for everyone, and topics covered include:

* Does buying the dip still exist? And why MktContext might have been spot on!

* Commodities and equities overview

* U.S. / Iran latest

* And much more

Upgrade to Contrarian Capitalist Paid Today

High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.

Thank you for being part of The Contrarian Capitalist community!

Mid-week Polymarket market

Thank you Polymarket for sponsoring the mid-week macro. We will check in with the latest odds of the Fed rate decision at the end of April. No change is 99.4% nailed on and this is a sentiment that I agree with.

Please do subscribe to Polymarket on Substack.

I am currently working with The Jerz Group to formalise a US LLC as well as other banking, tax structuring and future proofing both The Contrarian Capitalist and personal and family positions.

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 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.

Podcasts & Posts & Article Links

World’s biggest condom maker Karex set to raise prices due to Iran war - hilarious for the comments

EU approves €90bn loan for Ukraine as pipeline is turned on ending deadlock

Today’s podcast guest is Don Durrett of Don’s Newsletter and of goldstockdata.com.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

NB - Recorded on Monday 20th April 2026 PM

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In this wide-ranging conversation, Don discusses:

* Copper. Where it currently stands and how (if it all) does it impact gold and silver? It’s a bit of a left field start from myself but felt it worth asking the question even though Don is known for his gold and silver stocks.

* Don’s thesis (for those that have never listened to Don before), including that the U.S. economy peaked in 1999 has been kicking the can down the road since then

* Why the Gold/SPX Death Cross at 5,500 is the key indicator to watch out for in 2026

* Henry Merritt ‘Hank’ Poulsen Jr’s recent comments and why they are of significance

* 4 potential scenarios of how the U.S/Iran war plays out and the economic impacts of these scenarios with regards to equities, inflation and, of course, gold and silver.

* US Mining news including Outcrop Silver and Agnico Eagle and why Q1 results are likely to be fantastic

* The impact (if any) of a rising oil price on mining stocks

* And much more

Contact Information & Previous Conversations

You can find Don Durrett, at Don’s Newsletter, X, at www.goldstockdata.com and also on YouTube.

Our previous 4 conversations are below.

And you can also find Don’s books on Amazon. NB - Not an affiliate link.

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 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

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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.