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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

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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86:12

Kontrarian Korner #83 - E.M. Burlingame

Kontrarian Korner ·

2026/01/15

Yesterday I had E.M. Burlingame on the podcast to talk about the fast start to 2026 as far as geopolitics and financial markets. We touched on everything from Venezuela, to the Middle East and China, as well as the current political situation in the US. We also got into some of the changes happening in financial markets, and what we could see long-term as far as a complete change in the financial system. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter.Podcast Summary*

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66:52

Kontrarian Korner - A Deep Dive On First Tin

Kontrarian Korner ·

2026/01/11

On Friday, I had Sara (TripleS Special Situations) and Albert Collette on the podcast to discuss the tin market, why it presents an interesting opportunity, and why First Tin is an attractive way to play that opportunity for investors. Sara has experience in the commodities space as an operator and investor in opportunities that are off the beaten path, and Albert is a former board member of the company. Both of them own a decent sized stake in the company, and they lay out a compelling case for the

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13:20

Venezuela & A Look At Ratio Charts

Kontrarian Korner ·

2026/01/05

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI wanted to do a video as a follow up to my post yesterday and talk about recent events in Venezuela, how it might impact different energy subsectors, with a focus on $OIH and $SLB for example. I also took a look at some long term ratio charts for different assets and commodities of interest. I have included links below for stuff I talked about in the video, but it’s worth a watch for investors looking at where

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72:08

Kontrarian Korner #82 - Vince Lanci

Kontrarian Korner ·

2025/12/16

Yesterday I had Vince Lanci back on the podcast to discuss everything going on precious metals and his outlook for the sector in 2026. We talked about the recent move in silver, some of the current events, and why he’s still bullish. We also talked about gold leading the whole commodities complex, platinum flying under the radar, but breaking out to its highest level since 2011, and everything else that he is watching as 2025 draws to a close. You can find Vince’s Substack below, but he’s also worth

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57:56

Kontrarian Korner #81 - Purple Drink Capital

Kontrarian Korner ·

2025/12/12

Yesterday, I had PurpleDrinkCapital back on the podcast for an update on what he is seeing in markets. We talked about the recent Fed meeting and broader markets, and we also bounced around the different commodity sectors. He explained what he looks for in the charts and how it impacts his strategy, but it was a great conversation for a broad look at financial markets as we head into 2026. For anyone listening on Apple Podcasts or Spotify, we were looking at charts a fair bit, so you might want to

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83:40

Kontarian Korner - Ross Jennings

Kontrarian Korner ·

2025/12/09

Yesterday I had Ross Jennings on the podcast to talk about Millennial Potash. He’s the largest shareholder and owns more than a quarter of the stock, and our conversation got into many of the questions I have received on the company. We talked about everything from the political risk in Gabon, what the company has to do to get into production and how long he expects it to take, to the upside case if the company does get the Banio project online. For anyone interested in the company, this one is

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3:21

Breakouts, Breakouts Everywhere

Kontrarian Korner ·

2025/12/07

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI wanted to do a video this week and get into some of the things that are looking interesting as we look ahead to 2026. I talked about a lot of the different commodities, sector ETFs (including South America), and other commodities that I have started to look at, including tin and lithium. Also, I am having Ross Jennings on the podcast tomorrow to talk Millennial Potash and hopefully dig even deeper, so if you have

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62:32

Kontrarian Korner #80 - Melody Wright

Kontrarian Korner ·

2025/12/02

Yesterday I had Melody Wright on the podcast to talk about all things real estate. We got into the changing demographic trends, institutional and foreign ownership of real estate, and the different narratives around equities, AI spending, and real estate. We also talked about the privatization of Fannie Mae and homebuilder sector, among other things. For anyone interested in real estate, Melody is a must follow, and you can find her Substack below, or on Twitter.Podcast Summary* The problems with

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62:47

Kontrarian Korner #79 - Scott Osheroff

Kontrarian Korner ·

2025/11/23

On Friday I had first time guest Scott Osheroff on the podcast. He runs Yurta Capital and is focused on overlooked opportunities in frontier markets and commodities. We talked about his experience traveling and investing all over the world, and why he thinks we will see a capital rotation to markets outside of the US. We also bounced around different commodities sectors, and which ones he finds appealing today. You can find him on Twitter and on Telegram. Podcast Summary* His experience in Asia,

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35:46

Kontrarian Korner #78 - Doug Casey

Kontrarian Korner ·

2025/11/18

Yesterday I had Doug Casey on the podcast, and we got into a bunch of different topics across the commodities space and financial markets. We talked about the bubble forming in the tech sector with the AI capex boom, the future of the US, and other things to keep an eye on for the next several years. You can find Doug at The International Man, The Crisis Investing Substack, and the YouTube channel, Doug Casey’s Take. You can also find the new book that he released recently with Matt and Maxim Smith,

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10:21

Winter Is Coming

Kontrarian Korner ·

2025/11/17

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comI led off with a quick rant on Sable and the equity raise last week and the 10-Q, but I got into a couple things that I covered in my thread the other day. After that I got into commodities, money rotating into certain sectors, and a couple trades I’m looking at. Energy, OIH & SLB

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18:00

The Watchlist This Week

Kontrarian Korner ·

2025/11/10

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comAfter the recent talk of 50 year mortgages over the weekend, I wanted to share my thoughts on the topic and rant a little bit. I touched on a couple things there, and why it’s a bad idea that would only make the affordability issue worse in the long run. It sounds like the government shutdown might be coming to an end here soon, and there has also been talk of a so-called tariff dividend of $2,000. We will see if

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66:50

Kontrarian Korner #77 - Infranomics

Kontrarian Korner ·

2025/11/06

Yesterday Robert from Infranomics joined me on the podcast to talk about interest rates, financial plumbing, issues facing the US, and how to fix them. We got into the financialization of the economy, distortions in financial markets, and how inflation has eaten away at real wages and purchasing power. You can find Robert on Twitter and on YouTube, and for anyone who wants to dig into financial plumbing, he’s a must follow.Podcast Summary* SOFR spreads, liquidity issues, and what is going on in the

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1:17

Getting Back On The Horse

Kontrarian Korner ·

2025/11/04

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comThis will be a bit of a different format, but it’s something that I’m thinking about doing on a weekly basis. I kept it short and sweet this week, but I wanted to talk briefly about why I chose to sell puts on the newest holding instead of buying shares outright. I think it’s worth a look with the elevated implied volatility if you’re fine owning the stock.

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92:07

Kontrarian Korner #76 - Rudy Havenstein

Kontrarian Korner ·

2025/10/28

Yesterday I had Rudy Havenstein back on the podcast to discuss what is going on in the world, markets, and of course, we also talked about inflation. He’s full of a bunch of interesting information, anecdotes, and stories on financial markets, politics, and current events. Listeners will learn a thing or two and be entertained along the way, but for anyone interested in the intersection of markets, politics, inflation, and the Federal Reserve, this one’s for you. You can find Rudy’s Substack below,

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52:12

Kontrarian Korner #75 - Maxim Smith

Kontrarian Korner ·

2025/10/21

Yesterday I had Maxim Benjamin Smith on the podcast to give us the firsthand account he has had over the last couple years as the test subject for The Preparation. We talked about some of his best and worst experiences from his travels, what he will be doing next, and how it has shaped his view of the world. We also talked about where he thinks the world is headed over the next couple decades, and why young men are becoming more right wing. It was a little different from my typical podcast, but if

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77:56

Kontrarian Korner #74 - Dan Herrin

Kontrarian Korner ·

2025/10/14

Yesterday I had my friend, Dan Herrin, on the podcast. He’s a longtime private investigator, one of the best storytellers I have met, and has an interesting lens on financial markets. I was able to get a couple stories from his career (he’s got a ton), as well as some anecdotes from his current roadtrip. We also talked about his view on precious metals, energy, and why he’s starting to get optimistic about the path of things here in the US. It was a little bit different conversation from my typical

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112:00

Kontrarian Korner #73 - Dave Collum

Kontrarian Korner ·

2025/10/08

Yesterday I had Dave Collum back on the podcast to talk about everything going on the world of markets, current events, and we even got into a couple of our favorite rabbit holes. He doesn’t pull any punches and as always, he is very entertaining. Our conversation will have something for everyone, and if you want to find Dave, you can find him on Twitter. Podcast Summary* What he’s seeing in markets, and where he’s actually bullish (precious metals and platinum in particular).* How the current

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112 results

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