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PODCAST

Kontrarian Korner

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

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All Episodes

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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64:28

Kontrarian Korner #63 - Charles Spadille

Kontrarian Korner ·

2025/07/24

Yesterday I had Charles Spadille on the podcast for a fascinating conversation on the state of the US. He has a background as a federal immigration enforcement officer, so we got into immigration and the impact it has had on the US over the last several decades. We also got into the generational divide, the dynamics between men and women, and the coming “Fix It” moment. Anyone who watches Peter R. Quiñones’ Thought Crime Syndicate episodes should be familiar with Charles, but you can find him on

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1:54

More Tea Leaves For Sable Offshore

Kontrarian Korner ·

2025/07/22

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI have been getting some questions and had a couple of conversations over the weekend on Sable Offshore’s $SOC court hearing on Friday. I briefly touched on the other cases (the CCC and the Permit Transfer), but laid out the importance of the Consent Decree and CEQA in the EDC/CBD case. I also shared some thoughts on why Geck might be trying to thread the needle with the injunction AND the caveat that the OSFM can

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57:04

Kontrarian Korner #62 - Vince Lanci

Kontrarian Korner ·

2025/07/17

On Tuesday I had Vince Lanci back on the podcast to cover about recent events, precious metals, energy, and geopolitics. We talked about the return of mercantilism, mineral wars, other big picture topics, and how they feed into financial markets and commodities. You should all follow his Substack below for his updates on precious metals, but you can also find him on Twitter.Podcast Summary* The trend of deglobalization, and why America needs to become more self-sufficient in manufacturing. * Why

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1:22

Kontrarian Korner - Some Thoughts On The Market &...

Kontrarian Korner ·

2025/07/15

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOver the weekend I had several interesting conversations with investors about Sable’s hearing on Friday this week, so I wanted to share some of those thoughts briefly. I also talked about precious metals, including platinum. Offshore oil services and coal stocks have also been moving lately, so I weighed in on those as well. Both sectors are still very cheap today.Kontrarian Korner is a reader-supported

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60:30

Kontrarian Korner #61 - Clay Martin & E.M. Burlingame...

Kontrarian Korner ·

2025/07/10

This is Part 2 of my discussion on Monday with Clay Martin and E.M. Burlingame. This one covers some of the differences between men and women, how to fix the so-called gender divide, and some of the changes that might be on the horizon in coming years. We also got into the future for the US, why the best years could be ahead of us, and how a tax revolt could be a (more) peaceful revolution. If you haven’t had the chance to watch Part 1, I would go watch that first. Podcast Summary* The differences

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137:39

Kontrarian Korner #61 - Clay Martin & E.M. Burlingame...

Kontrarian Korner ·

2025/07/09

On Monday, I recorded my first in-person podcast with Clay Martin and E.M. Burlingame. E.M. was kind enough to host, and it was a long and fascinating conversation. Clay Martin is a former Recon Marine and Green Beret, and he has also become a prolific author over the last several years. You can find his books on Amazon, and he’s also a very entertaining follow on Twitter. We decided to break the podcast into two parts, so Part 2 will be up tomorrow morning. In Part 1, we covered a bunch of topics,

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2:16

Kontrarian Korner - John Polomny

Kontrarian Korner ·

2025/06/22

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Friday I had John Polomny back on the podcast, and this time we got into some of the individual names he likes in several different sectors. We talked about oil, uranium, and other commodities, but we also got into several other things that fly under the radar in other markets around the world. At the end of the podcast, I was able to get John going on the state of the world as far as geopolitics and current

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112 results

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