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PODCAST

Kontrarian Korner

Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com www.kontrariankorner.com

business investing

All Episodes

18:00

The Watchlist This Week

Kontrarian Korner ·

2025/11/10

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comAfter the recent talk of 50 year mortgages over the weekend, I wanted to share my thoughts on the topic and rant a little bit. I touched on a couple things there, and why it’s a bad idea that would only make the affordability issue worse in the long run. It sounds like the government shutdown might be coming to an end here soon, and there has also been talk of a so-called tariff dividend of $2,000. We will see if

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66:50

Kontrarian Korner #77 - Infranomics

Kontrarian Korner ·

2025/11/06

Yesterday Robert from Infranomics joined me on the podcast to talk about interest rates, financial plumbing, issues facing the US, and how to fix them. We got into the financialization of the economy, distortions in financial markets, and how inflation has eaten away at real wages and purchasing power. You can find Robert on Twitter and on YouTube, and for anyone who wants to dig into financial plumbing, he’s a must follow.Podcast Summary* SOFR spreads, liquidity issues, and what is going on in the

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1:17

Getting Back On The Horse

Kontrarian Korner ·

2025/11/04

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comThis will be a bit of a different format, but it’s something that I’m thinking about doing on a weekly basis. I kept it short and sweet this week, but I wanted to talk briefly about why I chose to sell puts on the newest holding instead of buying shares outright. I think it’s worth a look with the elevated implied volatility if you’re fine owning the stock.

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92:07

Kontrarian Korner #76 - Rudy Havenstein

Kontrarian Korner ·

2025/10/28

Yesterday I had Rudy Havenstein back on the podcast to discuss what is going on in the world, markets, and of course, we also talked about inflation. He’s full of a bunch of interesting information, anecdotes, and stories on financial markets, politics, and current events. Listeners will learn a thing or two and be entertained along the way, but for anyone interested in the intersection of markets, politics, inflation, and the Federal Reserve, this one’s for you. You can find Rudy’s Substack below,

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52:12

Kontrarian Korner #75 - Maxim Smith

Kontrarian Korner ·

2025/10/21

Yesterday I had Maxim Benjamin Smith on the podcast to give us the firsthand account he has had over the last couple years as the test subject for The Preparation. We talked about some of his best and worst experiences from his travels, what he will be doing next, and how it has shaped his view of the world. We also talked about where he thinks the world is headed over the next couple decades, and why young men are becoming more right wing. It was a little different from my typical podcast, but if

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77:56

Kontrarian Korner #74 - Dan Herrin

Kontrarian Korner ·

2025/10/14

Yesterday I had my friend, Dan Herrin, on the podcast. He’s a longtime private investigator, one of the best storytellers I have met, and has an interesting lens on financial markets. I was able to get a couple stories from his career (he’s got a ton), as well as some anecdotes from his current roadtrip. We also talked about his view on precious metals, energy, and why he’s starting to get optimistic about the path of things here in the US. It was a little bit different conversation from my typical

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112:00

Kontrarian Korner #73 - Dave Collum

Kontrarian Korner ·

2025/10/08

Yesterday I had Dave Collum back on the podcast to talk about everything going on the world of markets, current events, and we even got into a couple of our favorite rabbit holes. He doesn’t pull any punches and as always, he is very entertaining. Our conversation will have something for everyone, and if you want to find Dave, you can find him on Twitter. Podcast Summary* What he’s seeing in markets, and where he’s actually bullish (precious metals and platinum in particular).* How the current

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58:50

Kontrarian Korner #72 - Matt Smith

Kontrarian Korner ·

2025/10/02

On Monday (before I got sidetracked over the last couple days), I had Matt Smith @ Crisis Investing on the podcast for an interesting conversation. We discussed their new book, The Preparation, which he wrote with his son, Maxim Smith, and Doug Casey. It will be very interesting for anyone that has a son that is approaching college, and it’s a book I wish I had 15 years ago. We also got into financial markets, commodities, current events, geopolitics, and how it all connects as we head into the

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70:47

Kontrarian Korner #71 - Roberto Rios

Kontrarian Korner ·

2025/09/23

Yesterday I had Roberto Rios (aka The Peruvian Bull) on the podcast for an interesting conversation on the 30,000 foot view of the macro world. We talked about the Fed and the Treasury, precious metals, real estate, crypto, and everything in between. If you’re interested in the big picture for different assets in the world of currency debasement, you will enjoy this one. You can find him on Twitter and YouTube, as well as his Substack below.Podcast Summary* What’s going on with the Fed, stealth QE,

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69:05

Kontrarian Korner #70 - John Polomny

Kontrarian Korner ·

2025/09/17

Yesterday I had John Polomny on the podcast for a wide ranging conversation on markets and current events. We got into broad markets, opportunities in the commodities sector and international markets, and some of the political shifts on the horizon. If you’re interested in where markets and the world are probably headed over the next several years, you will enjoy this one. You can find John’s Substack below, and you can also find him on Twitter.Podcast Summary* His view on broader markets, passive

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69:47

Kontrarian Korner #69 - The Crude Chronicles

Kontrarian Korner ·

2025/09/09

Yesterday I had Rob Connors from The Crude Chronicles on the podcast. If you’re interested in the long term picture for the energy sector, his work is worth checking out below. We got into a bunch of different topics, from the peaking productivity rates in the US, the importance of development costs, and where he sees the floor for oil. One of the other big picture topics that is starting to get more attention is the capex boom in the tech sector, and he compares it to oil and gas capex. For anyone

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53:16

Kontrarian Korner #68 - Robert Smallbone

Kontrarian Korner ·

2025/09/05

Before I spent all of the last two days on the phone, I had Robert Smallbone of The Contrarian Capitalist Substack on the podcast. We talked about his view on what is going on in Europe and the U.K., why he left England and the importance of having a Plan B, and what he sees for commodities and broader financial markets in the future. You should check out his Substack below.Podcast Summary* European politics, the mysterious deaths of several AFD politicians, and the current state of the UK.* The

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69:11

Kontrarian Korner #67 - Luke Gromen

Kontrarian Korner ·

2025/08/26

Yesterday I had Luke Gromen on the podcast for the first time. It was a great conversation on a bunch of topics, from the Fourth Turning to where financial markets are likely headed. We covered oil, precious metals, Bitcoin, and the potential chain reaction we could see from AI. If you’re interested in any of those big picture topics, you will definitely have something to think about. For anyone that isn’t familiar with Luke, you can find him at Forest For The Trees and on Twitter.Podcast Summary*

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77:12

Kontrarian Korner #66 - Will Tanner

Kontrarian Korner ·

2025/08/21

Yesterday I had Will Tanner from The American Tribune on the podcast. We got into a bunch of different topics, from immigration to the Civil Rights Act and the return of family dynasties. We also talked about one of my favorite long term political topics, which is the change in our form of government to something closer to a monarchy. It was a very interesting conversation, and for anyone interested the long term future of the US and our government, and the potential for a Caesar figure, you will

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2:15

Kontrarian Korner Solo Episode

Kontrarian Korner ·

2025/08/14

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI originally had a podcast guest lined up for yesterday, but work roped him in, so he will be coming on next week. There wasn’t anything groundbreaking from Sable Offshore’s $SOC 10-Q, but there were a couple things worth mentioning in there. I also went into a couple other things with oil, and a couple pieces on broader markets that I found interesting.Podcast Summary* Thoughts on the 10-Q (nothing earth

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0:58

My Conversation With Robert Smallbone

Kontrarian Korner ·

2025/08/13

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Monday I went on The Contrarian Capitalist podcast to talk markets, current events, and politics. We spent some time on oil, platinum, my views on Europe and the EU, and immigration, so it was a wide ranging conversation. I have included a link to Robert’s Substack, so you guys can go subscribe to his work.

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2:29

Kontrarian Korner - The Latest On Sable & Oil In General

Kontrarian Korner ·

2025/08/07

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI spent a good chunk of yesterday on the phone talking with other investors about Sable Offshore $SOC and where things stand there. In the video, I went over the stipulation on the 10 day timeline, OSFM signoff, and the Permit Transfer. I also got into some of the more interesting data points I have seen over the last week on oil, including Diamondback’s $FANG latest letter to shareholders, what’s going on in the

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104:25

Kontrarian Korner #65 - Tom Luongo

Kontrarian Korner ·

2025/08/05

Yesterday I had Tom Luongo back on the podcast to talk about everything going on in the Trump Administration, the Federal Reserve, and on the geopolitical chessboard. We got into tariffs and the recent trade deal with Europe, the Deep State, the impact of stablecoins on the financial system, and the important role gold will play moving forward. You can find Tom on Twitter and over at Gold Goats n’ Guns. Podcast Summary* Tariffs and their impact on his trademark cigars, and reorganizing the global

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67:57

Kontrarian Korner #64 - Matt Warder

Kontrarian Korner ·

2025/08/03

On Friday I had Matt Warder back on the podcast for an update on the coal sector. We also got into copper, rare earths, and several other big picture financial market topics. If you’re interested in the coal sector or have some of the individual coal stocks on your watchlist, you guys will like this one. If you’re listening on one of the podcast apps, you might want to switch to YouTube or Substack because Matt shared some charts along the way. You can find The Coal Trader Substack below, but he’s

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2:02

Talking All Things Energy w/ HFI Research

Kontrarian Korner ·

2025/07/30

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comYesterday I had Wilson from HFI Research back on the podcast to give us an update on the energy sector. We talked about current events and sanctions, what US oil production will look like over the next 18 months, and what OPEC has planned for that same timeframe. If you’re trying to get a feel for what the rest of 2025 and 2026 hold for the energy sector, you will enjoy this one. You can find his Substack below,

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