x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Kontrarian Korner

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

business investing

All Episodes

76:25

Kontrarian Korner #41 - John Polomny

Kontrarian Korner ·

2025/02/25

Last week I was able to have John Polomny back on the podcast for another great conversation. We looked at some of the commodities sectors that both of us find interesting, and some of the opportunities in the market today. We also talked about the current geopolitical landscape and American culture. You can find his Substack below, but he is also a very entertaining follow on Twitter.Podcast Summary* Energy Return On Energy Invested, and how human society has never gone backwards as far as energy

en

5:33

Talking Sable Offshore With Vince Lanci

Kontrarian Korner ·

2025/02/25

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comAfter I recorded recently with Vince Lanci for a podcast on gold and the LBMA, we got to chatting about oil and I told him about Sable Offshore $SOC (I know that is probably shocking to some of you). He invited me to one of his Sunday conversations with some of his subscribers to discuss the situation, and where things stand today. If you guys need a fix on Sable or want to hear some of Vince’s questions, and my

en

59:43

Kontrarian Korner #40 - Matt Warder

Kontrarian Korner ·

2025/02/18

Last week I had Matt Warder back on the podcast to give us an update on the coal sector. We talked about why it might be tough sledding in 2025 for coal stocks, the different companies in the US and Australia, and more. You can find Matt on Twitter and on Substack below. He is must follow for any investor interested in the coal sector.Podcast Summary* His broad outlook for thermal and metallurgical coal, the impact of LNG on thermal, and why he thinks 2025 is going to be the cycle trough for met

en

52:24

Kontrarian Korner #39 - Vince Lanci

Kontrarian Korner ·

2025/02/16

On Friday I had Vince Lanci back on the podcast to discuss what has been going on recently in the Gold market. We discussed what is going with the LBMA, COMEX, and the gold flowing into the United States. We also briefly covered his thoughts on silver, platinum, and oil. It was a fun conversation and should help listeners get a handle on what is going on with gold right now. You should all follow his Substack for his precious metals updates, but you can also find him on Twitter.Podcast Summary* The

en

91:30

Kontrarian Korner #38 - Mike Farris

Kontrarian Korner ·

2025/02/13

Yesterday I had Mike Farris come back on the podcast to discuss a wide variety of topics, from geopolitics, Trump 2.0, to the health of America, and the pros and cons of podcasting and content creation. He let me rant a bit a bit on some of the things going on today, but it was a fun conversation. You can find him on Twitter, YouTube, and all of the main podcast apps. Podcast Summary* His skepticism on the recent news around USAID, DOGE, and Elon Musk.* The Cabinet confirmations and what their

en

50:24

Kontrarian Korner #37 - Tommy Deepwater

Kontrarian Korner ·

2025/02/11

Yesterday I was able to talk with Tommy Deepwater, who has been following offshore oil services for more than a decade, with a focus on deepwater. We talked about some of the recent news from the sector, the trend of consolidation and M&A, and where the offshore cycle sits today. His Twitter is a must follow for his weekly updates on the sector. It was a great follow up to my podcast series on oil, and if you’re interested in offshore oilfield services, specifically deepwater, you will enjoy

en

49:31

Kontrarian Korner #36 - Doomberg

Kontrarian Korner ·

2025/02/06

Yesterday I had the pleasure of chatting with Doomberg for part 3 of my podcast series on oil. We bounced around a bunch of different topics, from geopolitics and Trump, to his view on the Permian Basin and OPEC, to other sources of oil supply like the Vaca Muerta in Argentina. It was a great follow up to the first two parts of the series. Podcast Summary* The geopolitical big picture, from sanctions to Canadian energy tariffs, and why the US and Canada will probably cut a deal.* His overall view

en

55:34

Kontrarian Korner #35 - HFI Research

Kontrarian Korner ·

2025/01/30

Wilson from HFI Research joined me yesterday for part 2 of my series on oil, and we had a great conversation on a variety of topics. We talked about his outlook for oil and gas in 2025, what he sees for US production and OPEC spare capacity in 2025, and some of the equities that he finds attractive today. You can also find him on Twitter where he posts some of his work on oil and gas.Podcast Summary* His general outlook for oil and natural gas in 2025.* OPEC spare capacity in 2025.* Why LNG is the

en

65:36

Kontrarian Korner #34 - The Crude Chronicles

Kontrarian Korner ·

2025/01/28

Today I’m excited to publish the first part of a podcast series on oil that I will be doing over the next couple weeks. Rob Connors, the author of The Crude Chronicles, joined me for part 1 to give us a historical look at where we are in the cycle today. He also provided a detailed slide deck that we went through, which I included below. If you want to follow him on Twitter, he also shares some of his interesting charts there.Podcast Summary* Why he thinks energy could be one of the best (if not the

en

65:54

Kontrarian Korner #33 - Paulo Macro & Rudy Havenstein

Kontrarian Korner ·

2025/01/21

Last week I had PauloMacro and Rudy Havenstein on the podcast to discuss financial markets, financial nihilism, and the generational divide. The financial nihilism and generational divide are two big picture topics that I have started to spend more time thinking about in recent weeks. Paulo’s recent post on financial nihilism is why I wanted to record this episode in the first place. If you can make it through Paulo’s opening monologue without wanting to listen to the rest of the podcast, I will be

en

143:17

Kontrarian Korner #32 - Dave Collum

Kontrarian Korner ·

2025/01/15

Yesterday I had Dave Collum back on the podcast to discuss his 2024 Year In Review. It’s a must read every year, and goes deep into several different rabbit holes. It’s always entertaining, just like his Twitter. We had a wide ranging conversation on everything going on in the world today, from the LA fires, Trump and geopolitics, to health and financial markets.Podcast Summary* The LA fires and what the aftermath might look like.* The state of the insurance industry and private equity.* America’s

en

58:40

Kontrarian Korner #31 - Yuri Bezmenov

Kontrarian Korner ·

2024/12/17

Last week I had Yuri Bezmenov on the podcast to talk about a variety of topics that have had an impact on the US, from the changes in academia, to DEI, and other divides we see here in the US. It was a fun and wide ranging conversation on some of the things that have become more obvious to me in recent years. You can find his Substack below, and you can also find him on Twitter.Podcast Summary* The change in the prestige of a college education, and the change in attitude towards higher education

en

88:55

Kontrarian Korner #30 - Tom Luongo

Kontrarian Korner ·

2024/12/10

Last Friday, I had my first return guest on the podcast, Tom Luongo, back to discuss what is going on in the world after Trump’s recent election. We touched on a wide variety of topics, from the mainstream (or undead) media, to geopolitics and the different competing factions around the world, along with oil and bitcoin. You should all go check out Tom’s newsletter/Patreon at Gold, Goats n’ Guns, and you can also find him on Twitter.Podcast Summary* The waning relevance of the media, especially as

en

79:00

Kontrarian Korner #29 - Erik (YWR)

Kontrarian Korner ·

2024/12/05

Yesterday morning I had Erik from Your Weekend Reading on the podcast for a great and wide ranging discussion. We talked about everything from bonds and changing market regimes to inflation and Project Zimbabwe, which ties in with his experience investing in Africa. You can also find him on Twitter here.Podcast Summary* We talked about a regime change in the market, and what it might look like for different asset classes over the next several years.* His thoughts on bonds, debt levels, positioning,

en

5:42

A Rare Solo Episode Of Kontrarian Korner

Kontrarian Korner ·

2024/12/04

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI hope everyone had a good Thanksgiving last week, but I wanted to put out a short video this morning. I got a couple questions on Calumet $CLMT with the DOE loan and dilution, so I wanted to follow up after my recent podcast with Karst Research and Jake LaMotta. It won’t be a full breakdown, so you should watch that first if you’re interested. I also wanted to briefly cover the latest with Sable Offshore $SOC

en

57:00

Kontrarian Korner #28 - Calumet w/ Karst Research &...

Kontrarian Korner ·

2024/11/21

Yesterday I had two guests on the podcast, Karst Research and Dylan (aka Jake LaMotta, aka Raging Bull Capital), to talk about Calumet $CLMT . You should all go check out their Substacks below. You can also find them on Twitter (here and here). It was an interesting conversation on a stock that has several catalysts lined up in the near future. We talked about the DOE loan that is expected to close before year end, the different segments of the business, and more.Podcast Summary* We talked about the

en

69:44

Kontrarian Korner #27 - Will Tanner

Kontrarian Korner ·

2024/11/19

Yesterday I had Will Tanner from The American Tribune on the podcast to discuss Rhodesia, Ronald Reagan, and the future of America and Britain. You can also find Will and his viral threads on Rhodesia on Twitter. It was an interesting and wide ranging conversation on Rhodesia, its parallels to the current state of the US, and other topics that will certainly give listeners food for thought.Podcast Summary* We talked about the history of Rhodesia and how it went from the breadbasket of Africa to

en

62:19

Kontrarian Korner #26 - Sal Mercogliano

Kontrarian Korner ·

2024/11/17

On Friday I had Sal Mercogliano on the podcast to talk about all things shipping. His YouTube channel, What’s Going On With Shipping, is a great resource to stay up to date on all of the things that have an impact on the sector. You can also find him on Twitter. We talked about the incoming Trump administration and some of the different shipping sectors.Podcast Summary* The potential impact of tariffs from the Trump Administration, particularly the impact on China. We also talked about how tariffs

en

74:55

Kontrarian Korner #25 - EM Burlingame

Kontrarian Korner ·

2024/11/07

My guest on today’s podcast is E.M. Burlingame, a former Green Beret with wide variety of career experiences in different parts of the financial world. I first heard him on The Coffee And A Mike Podcast, but we had a great discussion on the results of the Presidential Election and everything else that is going on in the world right now. You can also find him on Twitter, or his books on Amazon.Podcast Summary* The results of the Presidential Election, and what might happen as Trump transitions into

en

62:11

Kontrarian Korner #24 - Pete Quiñones

Kontrarian Korner ·

2024/10/29

Yesterday I had Peter R. Quiñones on the podcast to discuss the upcoming Presidential Election, geopolitical events in the Middle East and Ukraine, and our occupied government. You should all go check out Pete’s podcast and his Twitter. He’s a very entertaining follow, and his frequent podcasts are one of the reasons I stayed sane during the COVID lockdowns a couple years ago.Podcast Summary* The predicament that the Regime has with letting Trump become President.* Why he thinks Trump will win, and

en

108 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...