Archive - Kontrarian Korner

Kontrarian Korner #85 - Giacomo Prandelli

A Look At Geopolitics & Markets From The Point Of View Of A Commodity Trader In Switzerland

Feb 17 • Ben Kelleran

1:06:08

Videos & Podcast Of The Week

The Dow's Over Fifty Thou, Google Sells A Century Bond & A Look At Market Cycles And Hard Assets

Feb 15 • Ben Kelleran

Transocean Acquires Valaris

Tommy Deepwater Returns To The Podcast To Discuss M&A In Deepwater & The Outlook For The Rest Of Offshore Oil Services

Feb 12 • Ben Kelleran and Tommy Lee

54:28

Kontrarian Korner #85 - John Carter

The State Of Canada, Albertan Independence & The Problems Facing The West

Feb 10 • Ben Kelleran

1:22:49

Ero Copper: Cheap Exposure To Copper, Gold & Brazil

The Perfect Middle Ground Between Freeport McMoran & The Copper Juniors

Feb 8 • Ben Kelleran

Silver Valley: America's Most Prolific Silver District

What I Learned From Getting Boots On The Ground In Silver Valley

Feb 5 • Ben Kelleran

January 2026

A Weekend Update

My Trip To Silver Valley, A Podcast For This Weekend & Quick Hit Updates On Several Companies

Jan 23 • Ben Kelleran

Kontrarian Korner #84 - Mark Mitchell

Talking With An Honest Pollster About Midterm Elections, The Generational Divide & The Future Of The US

Jan 22 • Ben Kelleran

1:04:56

Everything, Everywhere, All At Once

A Quick Rant On Greenland, Canada, And Minnesota & A Quick Recap Of Different News Updates With Portfolio Holdings

Jan 19 • Ben Kelleran

37:22

Kontrarian Korner #83 - E.M. Burlingame

A Rapidly Changing Geopolitical Chessboard In 2026, Tremors In The Financial System & What The Next Decade Has In Store

Jan 15 • Ben Kelleran and E.M. Burlingame

1:26:11

A Gold Miner Rerating In Progress & A Lithium Special Situation

Swapping Out A Recent Purchases For Two High Octane Under The Radar Situations With More Upside

Jan 14 • Ben Kelleran

Kuya Silver: Ramping Production & Exploration Upside In 2026

Lotto Ticket Upside & Plenty Of Torque To Silver Prices If Management Can Execute This Year

Jan 13 • Ben Kelleran

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