The Contrarian Capitalist Podcast

Today’s podcast episode features the excellent Ozeco of Crack The Market. Ozeco requested to remain anonymous, which is why the video is a blank video. This is more of a conversation rather than a Q&A, and focuses on electrification, AI and which commodities stand to benefit the most from this ongoing energy transition.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Monday 23rd February 2026 PM

Unlock Exclusive Access

Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.

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.

Today’s episode guest is Rob Connors aka The Crude Chronicles, who has +15 years as a sell side research analyst covering various companies in the oil & gas, industrials, transportation and aerospace & defence sectors.

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 18th February 2026 PM

The FULL chart deck is available to paid subscribers

The Crude Chronicles discusses:

* A 30,000ft view of the current state of the Oil markets

* Why the current supply and demand narrative doesn’t quite add up

* What 800 years of commodity history shows us is coming down the road

* Problems in the Permian?

* Tracking marginal supply and costs in oil production, including why the cost of supply is critical moving forwards and well productivity growth

* USA & Saudi Arabian Oil relations - is there a deal behind the scenes until after the mid-terms?

* Rials/USD mechanics and why that is imperative for the balance sheet outlook of Saudi Arabia

* Key metrics you need to look at in order to pick oil companies to invest in

* EBITDA, DD&A and much more

Contact Information & an article to read

Email: [email protected]

Website: thecrudechronicles.substack.com - The Crude Chronicles

Twitter/X: @crudechronicle

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!

Subscribe to The Contrarian Capitalist

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 GoldCore CSO (Chief Strategy Officer) Dave Russell.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 18th February AM

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.

US Website - https://www.goldcore.com/?ap_id=contrariancapitalistUK Website - https://www.goldcore.co.uk/?ap_id=contrariancapitalistROI Website - https://www.goldcore.ie/?ap_id=contrariancapitalist

Dave Russell, CSO of GoldCore, discusses:

* Recent price movements in Gold and Silver and why they happened, and whether or not people should be concerned by them

* The psychological difference between being a trader and owning physical bullion

* Derivatives markets, Open Interest and the importance of understanding what is going on in those markets

* A Layman’s term explanation of the paper silver market and why the current paper to physical silver ratio is north of 300:1

* Why Gold is still the key commodity to watch

* LBMA, COMEX & the SGE

* Hecla’s Q4 results and where that Silver has headed

* Why Gold is potentially becoming a Giffin Good

* The Psychology of Money

* And more

Contact Information

UK Phone: +44 203 086 9200

Ireland Phone: +353 1 632 5010

USA Phone: +1 888 381 8130

Email: [email protected]

Social Medias: X, YouTube and LinkedIn

Unlock Exclusive Access

Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.

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 I am a customer of GoldCore and that the GoldCore links above are affiliate links. If you choose to use them, I may receive a commission at no additional cost to you. I only share organisations and events I am personally comfortable aligning with.

Welcome to Mid-Week Macro for Wednesday 18th February 2026.

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

This post and video are FREE for everyone, and discusses:

* A snapshot look at equities and commodities chart

* The Free Asset Confidentially Webinar on Friday 20th February 2026

* Where Oil is and what could happen moving forwards

* And much more!

Free Asset Confidentially Webinar

International expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:

• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more

• Strategies to internationalize your assets while enhancing privacy and security

If you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.

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.

Upgrade to Paid

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 it is a quick look at the latest odds on a rate cut change for the Fed in March. In short, not happening and I totally agree with this.

Please do subscribe to Polymarket on Substack.

Podcasts & Posts

Syntholene CEO Dan Sutton sat down and went through how Syntholene can make synthetic jet fuel for 70% less than the current market price, and much more.

GoldCore’s Dave Russell explained the paper silver market, multiple disparities that exist and much more in our wide-ranging gold and silver conversation.

The Crude Chronicles went through an excellent chart-deck, geopolitics and why Oil really has to be at $90 a barrel.

Northstar Badcharts’ Kevin & Patrick were both on this recording, and went through why Bitcoin is in a bear market relative to gold, equities markets, oil and why there still is no ‘safe’ entry into Silver.

News Links

Yields Jump After Extremely Ugly, Tailing 20Y Auction Sees Lowest Foreign Demand Since 2021

Trump DOJ Blocks Largest Copper, Gold, And Silver Extraction Site In The US Over Salmon, Sending Stock Tumbling

Today’s podcast and video features Northstar Badcharts co-founders Kevin Wadsworth and Patrick Karim.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Tuesday 17th February PM

Unlock Exclusive Access

Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.

Thank you for being part of The Contrarian Capitalist community!

Kevin & Patrick go through a fantastic chart deck that includes:

* The power of pricing commodities and markets in gold

* Bitcoin when priced in gold, and why it doesn’t paint a pretty picture for the former

* S&P to 8,000 before a massive crash?

* What the Dow Jones and NASDAQ are telling us

* An update on the capital rotation event. Where we are and what is likely to happen moving forwards

* Other currencies compared to the DXY

* Gold to Silver ratio and why there is still no safe entry point for Silver

* Why timeframes matter when making financial and investment decisions

* And much more

Contact Information, Special Discount & Previous Recordings

You can find Northstar (Kevin) on X, Badcharts (Patrick) on X and on the website at Northstarbadcharts.com.

Contrarian Capitalists can get a 50% discount by entering the code nsbclifetime50 at checkout.

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 guest is Dan Sutton, CEO of Syntholene Energy.

Syntholene 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.

TSXV: ESAF

FSE: 3DD0

OTCQB: SYNTF

NB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Monday 16th February 2026 PM

This wide-ranging conversation with Dan Sutton, CEO of Syntholene, looks at:

* The energy processes behind Syntholene, including work done at the Idaho National Laboratory

* Game changing geo-thermal energy and how it works

* The importance of working within the right energy jurisdiction

* How and why Syntholene can create synthetic jet fuel for 70% less than the current market offers

* How Syntholene aims to capitalise on regulatory demand (e.g., EU SAF mandates and subsidies) and global decarbonisation goals

* The overall supply and demand outlooks for the EU and UK

* The Team and private investors that are working with Syntholene

* And much more

Contact Information

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

TSXV: ESAF

FSE: 3DD0

OTCQB: SYNTF

NB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.

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 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 Syntholene Energy at the time of this recording.

Welcome to Mid-Week Macro for Wednesday 11th February 2026.

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

This post and video are FREE for everyone, and discusses:

* Japanese election results and what that means moving forwards

* A snapshot view of equities and commodities markets

* The Free Asset Confidentially Webinar on Friday 20th February 2026

* And much more!

Free Asset Confidentially Webinar

International expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:

• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more

• Strategies to internationalize your assets while enhancing privacy and security

If you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.

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.

Upgrade to Paid

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. My dissatisfaction for how the UK is run is the theme of this week. No matter how bad things back, I unfortunately don’t see Sir Keir Starmer resigning anytime soon!

I think he will remain into 2027.

Please do subscribe to Polymarket on Substack.

Podcasts & Posts

News Links

“Today, We Are Preparing For War”: French Defense Chief Says Europe Has Until 2030, Cites Russia As Biggest Threat | ZeroHedge

Macron urges Europe to start acting like world power

Japan election: Can Sanae Takaichi fix the economy?

Japan election results confirm super-majority of 315 seats for Takaichi’s party

“Train Wreck” US Adds $481 Billion In Debt In 3 Months

Historic Negative Jobs Revisions: 1 Million Fewer Jobs Added In 2025, Only 15,000 Avg Jobs Monthly

Public Trust In US Government Nears Historic Lows

Today’s episode is another incredibly wide-ranging conversation with Tom Luongo from Gold, Goats ‘N Guns.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Friday 6th February 2026 AM

As per our previous conversations, it was simply a case of turning on the microphone and letting the conversation flow.

A wide range of subjects were covered, including:

* The US Mid-terms and the polling problem

* Silver and what is going on behind the scenes. Is JP Morgan long?

* The Donroe-Doctrine and why the USA must win at all costs

* Why General George S. Patton is Tom’s favourite American

* Why the US didn’t really win WWII, but why it now has to win at all costs

* Trump, NATO, 4 powers at play and what is likely to happen moving forwards

* The importance of having wiggle room when writing & commentating on the markets and geopolitical events

* And much more

Contact Information & Previous Recordings

Websites

https://tomluongo.me/ AND https://goldgoatsnguns.com/

Patreon

https://www.patreon.com/GoldGoatsNGuns

X

https://x.com/TFL1728

Our previous 2 conversations are below:

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 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 Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico.

AUDIO IS AVAILABLE HERE

Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST

NB - Recorded on Wednesday 4th February 2026 PM

This wide-ranging conversation covers:

* The current state of play in the world

* Recent gold and commodities volatility, and what this tells

* The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening

* DXY strength and what happens if it remains stronger for longer

* Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want?

* What is likely to break the markets first

* The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president.

* THE rules-based order and how and why the Trump Administration are breaking them down

* US dollar stablecoins, a geopolitical weapon that the US can (and will) use

* And much more

Contact Information

You can connect with Brent Johnson/Santiago Capital at:

Substack at Santiago Capital

Santiago Capital X page

Santiago Capital website

Or at the excellent Milkshakes Pod on YouTube or X

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 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 Mid-Week Macro is sponsored by 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

Welcome to Mid-Week Macro for Wednesday 4th February 2026.

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

This post and video are FREE for everyone, and discusses:

* Are Gold and Silver starting to rebound?

* Was the dump due to the launching of a $12B minerals vault to cut China reliance

* A check in on the markets

* And much more

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.

Upgrade to Paid

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 look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that!

Please do subscribe to Polymarket on Substack.

Podcasts & Posts

And a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan.

Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in.

Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks Next

News Links

Trump launches $12B minerals vault to cut China reliance

JPMorgan sees gold price reaching $6,300 by year-end

Kazatomprom plans 9% uranium output rise this year

Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy

Japan Is Normalizing: Risks To The Yen Carry Trade

January US Jobs Report Rescheduled For February 11

No Global Recession In 2026, But Period Of Poor Growth Continues

Thank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video!