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

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

And apologies for cutting my face off with the camera positioning!!

4 small bits of housekeeping

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

Today’s podcast guest is Ben Kelleran, Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.

A special shout out to E.M. Burlingame or E.M.’s Newsletter for putting us in touch in the first place.

AUDIO IS AVAILABLE HERE

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Ben discusses:

* Oil and targets

* Gold

* Platinum. How it is both underrated and undervalued

* Synthetic markets

* A Kontrarian take on the future of AI

* The DXY and the death of the Euro

* Migration/Immigration and social challenges that are on our doorstep

* The global elite, a potential end game and possible Mad Max scenarios

* And much more

Contact Information

Please connect with Ben Kelleran at Kontrarian Korner on Substack.

Or on X

You should also read this post about the company that Ben mentioned in the recording.

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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

The newly branded Commodity Wrap (Fridays) & Market Wrap (Sundays)

Market Wrap 10/08/2025 - Nikkei Up 6%, US Markets Rally, Dip Buyers in Control!

X Posts/News Articles

White House says Alaska summit with Putin on Friday will be 'listening exercise' for Trump - follow live - BBC News

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 Justin Huhn, Founder & Publisher at Uranium Insider.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

This wide-ranging conversation covered:

* The dynamics of the Uranium market since 2016

* Why everything is aligning for a Uranium bull market

* Spot v Term pricing and why contracts might be the sticking point moving forward

* Why $100 spot price in the future will be a piece of (yellow) cake

* Geopolitical aspects (West v East) of Uranium and energy

* SMR’s, their functions and the electricity grid

* Mining stocks

* And much more

Contact Information

You can connect with Justin Huhn on LinkedIN

And also at Uranium Insider.

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 (starting from $9.17 USD).

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

CC

Podcasts/Videos and posts mentioned

4 reasons the Yen Carry Trade could blow up - In Layman's Terms

News Articles

Bank of England cuts interest rates to 4% - live updates - BBC News

Japan's population falling with 900,000 more deaths than births in 2024

Laffer Curve & 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 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

The financial world is not what it seems. In this episode, you will learn about:

* Financial Colonialism

* The importance of credit creation

* Financial system plumbing

* Richard Werner’s work

* Stablecoins and CBDC’s

* Triffin Dilemma

* The current administration knows what they are doing financially

* The dangerous world of tokenization

* Historical land grabs and parallels between then and now

* Was the renaissance era created as the wealthy needed and wanted a new asset class to further enhance feudalism?

* Banking crisis of the 1340’s

* And much more

Contact Information

You can connect with Mr Harris on:

YouTube

Substack = Miles Harris

X

TikTok

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

Today’s podcast guest is Bald Guy Money, who posts about metals, macroeconomics, and statistical analysis.

AUDIO IS AVAILABLE HERE

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Key Topics discussed include:

* Gold, silver, and commodities - Why hard assets are shining.

* The virtue of patience in the precious metals space.

* 1985 Plaza Accord vs. today - Historical lessons for modern markets.

* Catalysts fuelling the gold and silver price increases.

* Stablecoins and their impact on money supply.

* GENIUS Act 2025: Why US Treasuries are in demand (again).

* BGM’s top tips for thriving in turbulent times.

* And much more!

Contact Information

You can connect with Bald Guy Money on YouTube, X and over at Patreon

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

Today’s podcast guest is the legendary Rick Rule, President and CEO at Rule Investment Media LLC and a well-known investor in natural resources and conventional financial services.

AUDIO IS AVAILABLE HERE

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This podcast episode covers:

* The recent Rule Symposium in July 2025

* Newmont’s recent results and what this could entail for the rest of the mining industry

* $10,000 Gold & why this is likely based on the current economic situation i.e. USD to lose purchasing power

* What happens to Silver as a result

* What 50 years of market experience has taught Rick about commodity bull markets

* Mining risks and rewards

* Why country risk in mining is skewed incorrectly and stereotypically

* Battle Bank update

* A special offer from Rick

Rule Symposium

We started the podcast by talking about the recent Rule Symposium in Boca Raton, Florida, which was held at the start of July.

You can access all of the online content at the Rule Symposium and watch it from the comfort of your own home!

Contact Information

Rick Rule has kindly offered a free mining stock analysis for investors. Please go to www.ruleinvestmentmedia.com to take advantage for this. I’ve done it twice in the last 3-4 years and have found it to be an incredibly useful service!

For more information about Battle Bank and what they can offer, then please visit their website.

You can follow Rick Rule on X

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

Rick Rule first appeared on the podcast back in 2024. You can listen/watch that episode below.

Today’s podcast guest is David Materazzi, investment research specialist and CEO of the automated trading platform, Galileo FX.

AUDIO IS AVAILABLE HERE

Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST

This is a very wide-ranging conversation that covers a plethora of topics, including:

* Free-market capitalism vs Fake Capitalism

* Why and how authoritarianism is on the rise

* Systems, structures and the pros and cons of what we currently have

* Freedom of speech

* Individual liberties

* Small Government vs Big Federal Government

* Inflation - where it comes from

* Economics 101

* And much more

Contact Information

Please do connect with David/Galileo FX on Instagram, Facebook and X (David), and X (Galileo FX)

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

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