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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

75:10

Kontrarian Korner #100 - J. Burden

Kontrarian Korner ·

2026/04/21

Yesterday I had J. Burden on the podcast for the first time. He’s one of my favorite podcasts to listen to, and he’s always has great guests on. We went back and forth on everything from the economic environment, the lack of jobs and discrimination, and the rapidly changing political environment that we are living in. If you enjoy a good conversation about what younger generations think about the direction of the US, this one’s for you. You can find him on Twitter, as well as on his Substack

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81:33

Kontrarian Korner #99 - Ron Dodson

Kontrarian Korner ·

2026/04/19

On Thursday afternoon I had Ronald Dodson on the podcast for the first time. He runs a hedge fund in Texas, but also publishes on The American Mind for the Claremont Institute, Responsible Statecraft, and American Reformer. We talked about America’s recent adventures in the Middle East, what it means for markets, the problems Trump is facing with messaging and the midterms, and the increasing bifurcation of financial markets in a multipolar world. You can find Ron when he publishes, but he’s also

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58:50

Kontrarian Korner #98 - E.M. Burlingame

Kontrarian Korner ·

2026/04/16

Yesterday I had E.M. Burlingame on the podcast to get his perspective on what is going on in the Middle East. We talked about why he thinks there is a method to the madness in Iran, why the level of the S&P is a matter of national security, and the other chaos nodes around the world. We also covered the long term future for the US and the problems that we need to address with the economy, the population, and the political system. You can find EM on Substack and on Twitter. Podcast Summary* The

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81:43

Kontrarian Korner #97 - Colonel Towner-Watkins

Kontrarian Korner ·

2026/04/15

Yesterday I had Colonel Towner-Watkins on the podcast for the first time. She’s an expert on the history of the intelligence agencies and the international syndicate that has been shaping world events in the Post World War II era. We got into the recent events in the Middle East, how they are connected to the different factions that have been operating internationally for decades, and the illicit funding mechanisms of the intelligence agencies. You can find the Colonel on Twitter and on Rumble

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69:53

Kontrarian Korner #96 - Melody Wright

Kontrarian Korner ·

2026/04/14

Yesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the media environment, among other things. We also took a couple detours into topics like AI and offshoring, the generational divide, and demographics. It was a fun conversation where we got into current events and talked about the slow moving Titanic that is the real estate market, but we also talked about some of the big picture problems facing the US and what we can do to fix them. You can find

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102:05

Kontrarian Korner #95 - Rudy Havenstein & Robert...

Kontrarian Korner ·

2026/04/12

On Friday afternoon I had Rudy Havenstein and Robert from Infranomics on the podcast. We talked about recent events in the Middle East and the disruptions that are coming, the political situation and midterms, and why the Fed is stuck between a rock and a hard place. I thought the most interesting part of the conversation was the back and forth on the political system. I wasn’t able to convince Rudy that the US should have a monarchy, but we all agreed that the system is very broken today. You can

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59:54

Kontrarian Korner #94 - John Polomny

Kontrarian Korner ·

2026/04/09

Yesterday I had John Polomny back on the podcast to talk about where he sees opportunities in financial markets and how recent events in the Middle East play a part in where those opportunities are. We also talked about some of the changes the US needs to make, why they will be difficult if not impossible, and several other topics. You can find John’s Substack below, but you can also find him on Twitter, and his weekly market updates on YouTube are a must watch. Podcast Summary* The supposed

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98:15

Kontrarian Korner #93 - Dexter White

Kontrarian Korner ·

2026/04/08

Yesterday I had Dexter White on the podcast as the perfect follow up to Tom Luongo on Monday. This was before the ceasefire, so we will see how that plays out and how markets react. We talked about the Strait of Hormuz and other international choke points, some of the nuances of AI and the media environment, and the national security importance of the great power competition with China. For anyone interested in a look at some of the most important topics facing the US right now, this one is worth a

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116:55

Kontrarian Korner #92 - Tom Luongo

Kontrarian Korner ·

2026/04/07

Yesterday I had Tom Luongo back on the podcast to talk about all of the chaos going on in the world. Instead of getting tied up in day to day events, I wanted to pull on the threads of the big picture in our conversation. He thinks that we are near the end of a cycle that has been building for centuries, a fourth turning of a fourth turning if you will. Right now, we are seeing the return of power politics, the rewiring of the flow of money around the world, and the end of the rules based order. For

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76:27

Kontrarian Korner #91 - Tommy Carrigan

Kontrarian Korner ·

2026/04/02

Yesterday morning I had Tommy Carrigan on the podcast for the first time. I was on his podcast a while back and it was time to return the favor. We talked about current events, the changing media environment and what it means for future psyops, and how new technology could lead to an age of abundance or something a lot worse. It was a fun conversation and a change of pace from focusing exclusively on current events and markets, and if you enjoy going down rabbit holes and talking conspiracies, you

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110:36

Kontrarian Korner #90 - Veles

Kontrarian Korner ·

2026/03/24

Yesterday I had Veles back on the podcast for the first time since last March, and it was one of the rare episodes that I listened to the whole thing while editing it last night. We obviously talked about recent events in the Middle East, but he made a compelling case that both sides are pulling punches by refraining from destroying electricity infrastructure and desalination plants. If you want a podcast that talks about the different competing factions of the elite and the birth of a new economic

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109:15

Kontrarian Korner #89 - Dave Collum

Kontrarian Korner ·

2026/03/22

On Friday I had Dave Collum back on the podcast to rant about the state of the world and everything that has been going on lately. It’s been too long since I had him on the podcast and it was fun to chat with him about the situation in the Middle East, the competition between factions going on in the Trump administration, and the structural problems with financial markets. We were able to mix in some optimism on a couple topics despite all of the crap that is flying around lately, but for anyone

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73:57

Kontrarian Korner #88 - Moritz Bierling

Kontrarian Korner ·

2026/03/10

Yesterday I had Moritz Bierling on the podcast for the first time. We talked about the competing elite factions, how the conflict between the US and the British Empire has evolved, and where the world will go from here. He also got into the importance of having a positive vision for the system that should be built, and several other civilizational and cultural topics that are top of mind for anyone paying attention to the rapid changes that have been happening since 2020. It was a great conversation

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65:42

Kontrarian Korner #87 - Craig Tindale

Kontrarian Korner ·

2026/03/04

Yesterday I had Craig Tindale on the podcast for the first time. For anyone interested in commodity and physical supply chains, it’s a must listen. We dove into the recent events in Iran and their impact on supply chains (not just for energy), and how insurance plays a role in global shipping markets. We also talked about China’s Unrestricted Warfare approach to global commodity supply chains and refining, and what the US needs to do to catch up. Then we spent some time on bottlenecks for the AI and

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55:15

Andina Copper Deep Dive w/ Jordan Webster

Kontrarian Korner ·

2026/03/01

Yesterday I had Jordan Webster (Geólogo Trader 🇦🇺) on the podcast for the first time to discuss Andina Copper, where he is VP of Technical Communications. He has a background as a geologist in Australia before moving to Argentina several years ago. We got into each of the company’s assets and the exploration plans they have, along with some of the recent drill results and assays that are pending. We also talked about the recent financing that was upsized. You can find Jordan’s Substack below, but

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59:42

Kontrarian Korner #86 - Jason Perz

Kontrarian Korner ·

2026/02/24

Yesterday I had Jason Perz on the podcast for the first time, and we discussed the different trends going on in the financial markets. We talked about the commodities complex and which areas he finds most appealing right now, along with the reasons to avoid large cap tech and bonds as we move through this inflationary regime. It was a fun conversation and I’ll definitely be having him back on to discuss how these trends have developed over time. You can find him on Twitter, Substack, along with his

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66:08

Kontrarian Korner #85 - Giacomo Prandelli

Kontrarian Korner ·

2026/02/17

Yesterday I had Giacomo Prandelli on my podcast for the first time. He has an interesting vantage point as a commodities trader in Switzerland when it comes to geopolitics and commodities markets. We talked about the geopolitical chessboard and the tensions between the US, Europe, China, and Russia. We also got into the commodities complex and talked about where he sees opportunities and why it’s important to look at the global picture for each commodity. You can find him on Substack, Linkedin, and

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54:29

Transocean Acquires Valaris

Kontrarian Korner ·

2026/02/16

Yesterday I had Tommy Lee on the podcast to talk about Transocean’s $RIG acquisition of Valaris $VAL . For anyone interested in energy, Tommy is an expert on the deepwater subsector of offshore oil services, and we dove into the transaction, how it deleverages RIG’s balance sheet, and the potential synergies between the two fleets. We also talked about other subsectors of offshore oil services, but our conversation was a good look at the transaction and where the sector is headed over the next

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64:57

Kontrarian Korner #84 - Mark Mitchell

Kontrarian Korner ·

2026/01/22

Yesterday I had Mark Mitchell of Rasmussen Reports on the podcast for the first time. He’s an independent pollster and a very entertaining follow on Twitter. We talked about his expectations for the midterm elections, geopolitics, and how the generational divide is going to be one of the most important topics for determining the future of the US over the next decade. If you’re not following his work, you should be, and you can also find him on YouTube. Podcast Summary* His thoughts on the midterms,

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8:06

Everything, Everywhere, All At Once

Kontrarian Korner ·

2026/01/19

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI hope everyone is enjoying the long weekend, and I wanted to do a quick update on all of the stuff going on recently, from the talk about Greenland and Canada to the upcoming World Economic Forum and Trump’s speech set for Wednesday. It has been everything, everywhere, all at once on the geopolitical stage so far in 2026, and it’s worth keeping an eye on as this year develops. I also talked about news updates from

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130 results

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