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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

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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64:23

Kontrarian Korner #50 - Tom Luongo

Kontrarian Korner ·

2025/04/15

Yesterday I had Tom Luongo back on the podcast to discuss some of the recent chaos in financial markets. We covered some of the connections between moves in different currencies and markets, the geopolitical picture, commodities, and much more. I assume most of you are familiar with Tom’s work, but if not, you can find him at Gold Goats n’ Guns and on Twitter. Podcast Summary* Why his focus in the cross market moves was the rise in the Euro, British Pound, and the Canadian dollar, not the basis

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61:25

Kontrarian Korner #49 - Russell Clark

Kontrarian Korner ·

2025/04/13

On Thursday I had Russell Clark on the podcast for the first time for a great conversation. We talked about the US financial markets looking like an emerging market, how politics drives financial markets, and some of the things he’s watching right now. We also talked a little bit about the launch of his new fund, Brumby Capital. Podcast Summary* How the US is behaving like an emerging market, and how financial market correlations might change moving forward. * Why Treasuries aren’t behaving like a

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58:17

Kontrarian Korner #48 - Vince Lanci

Kontrarian Korner ·

2025/04/11

Yesterday I had Vince Lanci back on the podcast again, this time to talk about what is going on between the US and China. It was a fascinating conversation on the tariff situation, what negotiations might look like, and where things might be headed. We also talked about gold, oil, the worst case scenarios for the US and China, and how they might meet in the middle. You can find Vince on his Substack as well as on Twitter.Podcast Summary* The tug of war between how the US debt markets need China, and

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65:07

Kontrarian Korner #47 - Mel Mattison

Kontrarian Korner ·

2025/04/08

Yesterday I had Mel Mattison on to talk about the recent chaos in financial markets and Trump’s tariff plan. We talked about how expects a resolution in the next six to eight weeks on tariff negotiations (maybe sooner), and why China is the target of Trump’s recent announcement. We also covered the crosscurrents facing the administration as far as the financial system and geopolitics. It was a great conversation on what is going on today in financial markets, and should provide some perspective on

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3:01

Kontrarian Korner Happy Hour

Kontrarian Korner ·

2025/04/06

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Friday afternoon I had Dylan Marrello back on the podcast for a Happy Hour podcast. We talked about the bloodbath in financial markets on Thursday and Friday, the broad uncertainty around tariffs, and wild swings in the market. He pointed out that Trump Derangement Syndrome might potentially impacting investor’s negative sentiment and the extreme fear that the sky is falling after a couple of rough days. We also

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56:21

Kontrarian Korner #46 - Nugget Capital Partners

Kontrarian Korner ·

2025/04/01

On Friday I had Roger LaFontaine (an alias) on the podcast to talk about what is going on in Canada right now. He writes a Substack called Nugget Capital Partners, which is focused on opportunities in Canadian markets, primarily in the Energy and Real Estate sectors. We talked about the upcoming election in Canada, his thoughts on different stocks in Canadian markets, and what he looks for when evaluating those opportunities. He is an entertaining follow on Twitter, especially if you have any

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51:54

Kontrarian Korner #45 - Doug Terreson

Kontrarian Korner ·

2025/03/25

Yesterday I had Doug Terreson on the podcast to talk about energy as well as his book, Can’t Deny It. It was a great conversation on what has happened in the energy industry over the last 30 years, but we also discussed what he sees coming over the next several years for the sector. Doug had a long career on Wall Street as a renowned oil analyst at Morgan Stanley and Evercore, and is well known for several big calls over the last thirty years. He’s had a hard time retiring and is now on the boards

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77:17

Kontrarian Korner #44 - John Carter

Kontrarian Korner ·

2025/03/20

Last week I had John Carter on the podcast to discuss Canadian politics, their upcoming election for Prime Minister, and his thoughts on the long-term future of Canada. We talked about some of the issues plaguing Canada today, and how he sees things playing out. It was also an excuse to talk with him about one of the most interesting Substack posts I have seen in the last year on Academia (linked below). We covered the issues that are already leading to problems, and talked about potential ways to

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57:37

Kontrarian Korner #43 - Chris MacIntosh

Kontrarian Korner ·

2025/03/11

Last week I was able to get Chris MacIntosh on the podcast, and it was a fascinating conversation. We talked about the different cycles that are all converging, the geopolitical situation in Europe, and opportunities in different commodities and South America. He’s very sharp on a bunch of different topics, from history to financial markets and everything in between. If you want to find his website or his Twitter, I have included links below. Chris’ TwitterCapitalist ExploitsPodcast Summary* The

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89:12

Kontrarian Korner #42 - Veles

Kontrarian Korner ·

2025/03/04

Yesterday I had Veles from RogueNews on the podcast, and it was a fascinating conversation. I listened to the whole thing a second time when I was editing it last night, and I am definitely looking forward to another conversation with Veles in the future. We talked about the realignment of the global economic and political system, why gold is flowing into the US again (just like it was before WWII), and some of the important technological trends to watch, from micro nuclear reactors to more

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108 results

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