The Contrarian Capitalist Podcast

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The Contrarian Capitalist Podcast episodes

March 11 Private Credit Warning Signs and Oil Market Turbulence - Mid-Week Macro 11th March
Welcome to Mid-Week Macro for Wednesday 11th March 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Credit stresses throughout
* Commodities latest
* And much more!
Free Asset Confidentially Webinar on Friday 13th March 10:00 ET!
Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 10:00 ET.
This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!
If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
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
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, and today’s market looks at who the Republican Presidential Nominee for 2028 is likely to be. Many assume JD Vance but Marco Rubio seems to be hitting the right notes at the moment.
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links
WTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production | ZeroHedge
A $26 Billion Problem + A $33 Billion Problem = | ZeroHedge
JPMorgan Restricts Private Credit Lending After Markdowns
Silver’s Bubble Is Still Deflating | ZeroHedge

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
35 min
March 11 Tavi Costa: The Commodity Supercycle Playbook - Brazil, China, Mining Stocks & Latin America
Today’s podcast guest is Tavi Costa, Founder and CEO of Azuria Capital LLC.
Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 10th March 2026 PM
Topics covered in this podcast include:
* Tavi’s short, medium and long-term playbook
* Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for
* Why Tavi is bullish on commodities, energy and Latin America
* How to safely play Chinese equities
* 3 Mining Companies to have on your radar
* Why Tavi recently moved from Crescat Capital to start Azuria Capital LLC.
* And much more
Contact Information
You can connect with Tavi Costa on Substack
On X
On LinkedIn and also Azuria Capital on LinkedIn
E-mail = [email protected]
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.
3 Mining Companies to look out for:
* Snowline Gold Corp. (OTC: SNWGF)
* New Found Gold Corp. (NYSE: NFGC)
* Osisko Development Corp. (TSXV:ODV)

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
33 min
March 10 Eric Yeung - USA on course for a winning, grinding, pullback
Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Monday 9th March 2026 AM
Topics covered in this podcast include:
* Whether or not we should be surprised by the price action in Gold and Silver since US/Israel/Iran flared up (again) at the end of February
* 3 scenarios for USA/Iran
* The Strait of Hormuz being effectively closed and the implications on Oil, Gas, Food and Water
* What will happen to Dubai after the likely expat exodus? And the UAE stock and property markets?
* The importance of Plan B
* Trust, de-dollarization and what happens macroeconomically moving forwards
* And much more
Previous Recording & Contact Information
You can follow Eric on X or on Substack at Eric Yeung
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.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
38 min
March 04 Energy, Middle East, The Bigger Picture and Webinar 2.0
Welcome to Mid-Week Macro for Wednesday 4th March 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* USA/Israel/Iran/Middle East latest (and is the USA achieving their ultimate aim?)
* Jane Street/Silver and what to watch out for moving forwards
* And much more!
Free Asset Confidentially Webinar on Friday 13th March 09:00 ET!
Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 09:00 ET.
This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!
If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
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
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, and today’s market looks at who the next Supreme Leader of Iran will be. Keeping it in house for now makes sense from a ‘lack of regime change’ point of view.
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links
And a guest post from John Rubino

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
51 min
March 03 Vince Lanci - Gold, Silver and the Repricing of Oil
Today’s episode features Vince Lanci ( VBL ) of the very popular GoldFix Substack!
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 3rd March 2026 late AM Eastern Time
Vince Lanci dives into the following:
* Short Term Silver, Gold and Oil outlooks
* How and why those 3 commodities are telling us 3 different stories
* Market mechanics and why Jane Street’s involvement in SLV ETF is important to understand
* What an increased Oil price will mean for the rest of the world
* What Vince would do in the short-term from a positioning point of view (not financial advice)
* Why the US is likely on track with its bigger picture policies
* Stagflation, bonds and the likely fall out ahead
* And much more
Contact Information
You can connect with VBL on Substack at GoldFix, also on X at VBL’s Ghost and on the VBL Gold Fix 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.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
45 min
March 03 Giacomo Prandelli - US–Iran Clash and the New Energy Order: Shipping, China, Russia & Oil Beyond Hormuz
Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 3rd March 2026 AM Eastern Time
The following topics are covered:
* The geopolitics at play at the moment given events since Friday 27th February 2026
* Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market
* Worldwide shipping channels and why this Middle East conflict is really about USA v China
* Why the damage has already been done and even if the Strait of Hormuz returned to normal tomorrow, why the Oil markets would NOT revert to normal!
* How this conflict impacts Russia and European markets
* What has happened since Friday and what could happen moving forwards
* Why Pakistan bombing Afghanistan might be to cut off transport routes through to China
* And much more
Contact Information
You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.
You can listen to our previous from December 2025 below:
China Panics, Urges Ceasefire To Reopen Strait Of Hormuz As Beijing Is Addicted To Cheap Iranian Crude | ZeroHedge
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.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
43 min
February 28 Macro Turning Point: Nat Gas Crashes 49%, Precious Metals Strengthen, Oil Setup Builds
End of Month Macro for February 2026 with Tom Bradshaw from Beyond The Headlines.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
59 min
February 26 David Roy Newby - King Solomon, Digital Assets and the Future of Financial Freedom
Today’s episode features David Roy Newby, a family and business legacy coach to entrepreneurs and investors. David helps his clients strategically use King Solomon’s wisdom, that enabled Solomon to build a $4 Trillion fortune with his enterprises.
He is the founder of GoldPlusCoin.com and the author of multiple books that have empowered readers since 2006, including his latest #1 bestseller “Beyond Billions.”
NB - Recorded 24th February 2026 PM
Contact Information
David can be reached regarding speaking, guest-expert appearance, or legacy coaching at [email protected]
Or WhatsApp, Signal, or text at +1-248-325-8872.
Facebook - https://www.facebook.com/davidroynewby/
LinkedIn - https://www.linkedin.com/in/davidroynewby/
Instagram - https://www.instagram.com/davidroynewby
Twitter - https://twitter.com/DavidRoyNewby

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
46 min
February 25 Silver Surges (again), CME ‘issues’, Mexican Mining, Mid-terms and more
Welcome to Mid-Week Macro for Wednesday 25th February 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Thank you for everyone that attending the Free Asset Confidentially Webinar with Adam Fayed. Adam will be getting one of his main contacts on another webinar with myself in due course. Watch this space.
* Mexican Mining Outlook
* CME ‘issues’
* And much more!
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
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
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, and today’s market looks at the Presidential odds for 2028.
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links
CME Halts All Metals, NatGas Markets Due To “Technical Issues”

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
31 min
February 25 John Butler - Gold Manipulation, Silver Strategy & Hidden Sovereign Secrets
Today’s episode features John Butler, Author of The Amphora Report and an international investment consultant. Former FinTech CEO, hedge fund CIO, and MD at Deutsche Bank and Lehman Brothers.
NB - Recorded on Tuesday 24th February 2026 AM
John Butler discusses:
- Mexican Cartels, mining and the impacts of jurisdiction risk in Mexico
- Why he got out of his Silver trade in January 2026
- The important mentality difference between trading and holding physical bullion
- Using RAM to analyse opportunities within the markets- Decades of gold manipulation
- Yamashita’s Gold and does the US have more than it wants to admit?
- Will the USA do something special on 4th July 2026?
- And much more
- You can find and connect with John on Substack at - https://theamphorareport.substack.com/
On LinkedIn at https://www.linkedin.com/in/john-butler-8562678/
And on Twitter/X at @butlergoldrevo

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
47 min

About The Contrarian Capitalist Podcast

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Protect your wealth. Defend your freedom. Outsmart the system with contrarian market insights, gold, silver, commodities, Plan B strategies, and exclusive expert podcasts. Join thousands taking back control — subscribe today!