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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

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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89:06

Kontrarian Korner #60 - E.M. Burlingame

Kontrarian Korner ·

2025/06/19

Yesterday I had E.M. Burlingame back on the podcast, and we covered a bunch of different topics. We hit on everything from current events and geopolitics, estrogen based warfare, where he sees the US headed over the next several years and longer term, and the hyper-financialized economies of the West. I will be having him back on soon to discuss what he is working on in the health and medicine area, and why it is extremely important for people to understand some of the things that have happened with

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84:52

Kontrarian Korner #59 - Trader Ferg

Kontrarian Korner ·

2025/06/17

Yesterday I had Trader Ferg on the podcast again to talk about his big picture view of financial markets. We got into his favorite commodities, his high level thoughts on which subsectors are the most attractive, and his view of the big picture from 30,000 feet. It was a great conversation, and if you aren’t already familiar with his work on Substack, you should check it out below.Podcast Summary* Why he has the most conviction on oil long-term, some of the information sources he follows, and what

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1:42

"We Were Almost An Oil Company"

Kontrarian Korner ·

2025/06/15

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comBefore I get into the post today, I wanted to give everyone a heads up that I will be on the road for a couple weeks starting next week. I’ll be in the Portland area for a couple days starting next Sunday (June 22-25), then in Minneapolis for the back half of next week (June 26-29), and then in Seattle until the 4th of July. If anyone wants to meet up in the next couple weeks and it happens to work with your

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1:23

Catching Up With PauloMacro

Kontrarian Korner ·

2025/06/12

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Tuesday I had PauloMacro back on the podcast, and we covered everything from oil and precious metals, to geopolitics, market structure, bonds, and the risks he sees in different corners of the market. I don’t always listen to my own podcasts a second time, but I had to go back for seconds yesterday. Listeners will definitely get a lot to think about from this one, whether you are interested in oil, the metals,

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121:47

Kontrarian Korner #58 - Dave Collum

Kontrarian Korner ·

2025/05/30

On Wednesday, I had Dave Collum back on the podcast. As always, it was an entertaining and wide ranging conversation. It’s worth a listen if you have the time this weekend. We talked the overvaluation in financial markets, some of the non-fundamental drivers, commodities, and private equity. We also covered different problems facing society, from changes coming for the university system, demographics, and more. We didn’t even have time to dive into some of the rabbit holes he has been going down

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56:46

Kontrarian Korner #57 - Jesse Felder

Kontrarian Korner ·

2025/05/22

On Monday I had first time guest Jesse Felder on the podcast to cover a bunch of different things going on in financial markets. We talked about his view on a commodities supercycle, and why he finds energy particularly attractive currently. We also talked currencies, passive investing, real estate, and several other topics. It was a fun conversation, and for investors with views that are outside of the consensus, it might be interesting. You can find Jesse at his website, The Felder Report, and on

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1:43

Pounding The Table On Sable One Last Time

Kontrarian Korner ·

2025/05/15

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI had a couple thoughts rolling around my head on Sable Offshore $SOC , along with some visuals that I wanted to share. I’ll keep pounding the table because I think this freight train is about to leave the station.

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72:22

Kontrarian Korner #56 - Jon Costello (HFIR Ideas)

Kontrarian Korner ·

2025/05/13

On Friday I had Jon Costello on the podcast to focus on the energy sector, and some of the individual ideas he likes in different subsectors and geographies. He writes on the HFIR Ideas side for HFI Research. It was the perfect follow up conversation after I had Wilson on the podcast last Wednesday. If you’re looking for a starting point for your research on some single stock ideas in the energy space, you will enjoy this podcast.Podcast Summary* Jon’s big picture view on energy over the next 6-18

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56:16

Kontrarian Korner #55 - HFI Research

Kontrarian Korner ·

2025/05/08

Yesterday I had Wilson from HFI Research back on the podcast to discuss everything going on lately when it comes to oil. We talked about OPEC, Capex cuts in the Permian, and how he expects the next couple years will play out in the energy space. If you are listening on Apple Podcasts or Spotify, you might want to switch over to Substack or YouTube so you can see the charts on the video. You can find HFI Research on Substack below, but you can also find him on Twitter.Podcast Summary* The recent news

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68:55

Kontrarian Korner #54 - Finding Value Finance

Kontrarian Korner ·

2025/05/07

Yesterday I had Andy from Finding Value Finance back on the podcast. We talked about commodities, different ratios like gold to oil, and his long term thoughts on where markets are headed. If you happen to be listening on Apple Podcasts or Spotify, you might want to switch over to Substack or YouTube so you can see the charts on the video. It was a great conversation and will definitely be food for thought on long term market cycles, and some of the most attractive places to look in the market right

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56:54

Kontrarian Korner #53 - Michael Every

Kontrarian Korner ·

2025/04/27

On Friday I had Michael Every on the podcast to discuss recent geopolitical events and how he views the world. He’s a Global Strategist at Rabobank and a guest that I have been looking forward to chatting with for some time. We talked about important shifts happening right now in financial markets, US and China relations, and how he looks at the political changes and uncertainty around recent events. The best place to find him is on Twitter, where his daily updates on current events are a must read

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68:06

Kontrarian Korner #52 - Purple Drink Capital

Kontrarian Korner ·

2025/04/24

Yesterday I had PurpleDrinkCapital on the podcast to discuss what is going on recently in financial markets. We talked about the uncertainty around how things will play out, sentiment on equities and energy, several individual names he likes, and more. It was a fun conversation and his career experience gives him some insight on energy in particular. You can find him on Twitter, as well as on Substack below. Podcast Summary* His view on the overall market and the potential for a Zweig Breadth

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86:58

Kontrarian Korner #51 - Dexter White

Kontrarian Korner ·

2025/04/22

Last Friday I had Dexter White back on the podcast to talk about some of the recent chaos across the world. We talked about Trump’s first three months in office, the complicated geopolitical chessboard, and several different aspects of the media landscape. It was a great conversation and will definitely give listeners something to think about on a bunch of different topics. You can find Dexter on Twitter, as well as at Gold Goats n’ Guns. Podcast Summary* Trump 2.0 and tariffs, and the intent behind

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3:48

The Return Of Realpolitik

Kontrarian Korner ·

2025/04/20

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI want to wish everyone a Happy Easter and give everyone the podcast I promised on Thursday. I talked a bit about the geopolitical situation, the lack of certainty, a couple trends that I am certain about, and some thoughts on oil. Podcast Summary

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