<![CDATA[Kontrarian Korner]]>https://www.kontrariankorner.comhttps://substackcdn.com/image/fetch/$s_!31v-!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72bf9770-fe2c-40fd-9af6-b3b71fb3b01a_242x242.pngKontrarian Kornerhttps://www.kontrariankorner.comSubstackThu, 30 Jul 2026 19:55:05 GMT<![CDATA[Kontrarian Korner #137 - Doug Casey]]>https://www.kontrariankorner.com/p/kontrarian-korner-137-doug-caseyhttps://www.kontrariankorner.com/p/kontrarian-korner-137-doug-caseyTue, 28 Jul 2026 11:03:31 GMTYesterday I Doug Casey back on the podcast for a second time. We talked about how things are progressing through the Fourth Turning, why he thinks we are seeing the early stages of World War III, and where the opportunities are in financial markets. 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 book that he released with Matt and Maxim Smith, The Preparation, which provides an alternative experience to college. It’s a book I wish I had when I was in high school.

Doug Casey's Crisis Investing
The wisdom of Doug Casey meets today's chaos and uncertainty. Join for investment ideas and much more.
By Matt Smith @ Crisis Investing

Podcast Summary

  • His view on how the Fourth Turning is playing out and why he thinks it will be a bumpy ride for at least the next decade.

  • The growth of AI and the surveillance state and where that leads.

  • Opportunities in the energy sector with the disruption in the Strait of Hormuz.

  • The setup for the metals complex and why he thinks the metals are closer to fair value while the miners and producers are still very undervalued.

  • The setup for the agricultural commodities heading into next year.

  • Why he typically focuses on the smaller commodity stocks.

  • How all of the global conflicts are connected and why he thinks Israel won’t be around in a decade.

  • Book Recommendations: The Education Of A Wandering Man by Louis L’amour & How You Can Profit From The Coming Devaluation by Harry Browne.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 13]]>https://www.kontrariankorner.com/p/the-cia-files-part-13https://www.kontrariankorner.com/p/the-cia-files-part-13Mon, 27 Jul 2026 11:03:01 GMTYesterday I had the Colonel back on the podcast for Part 13 of the CIA Files. This time we were talking about the Congo in the late 50s and early 60s. We started off by talking a bit about the song We Didn’t Start The Fire by Billy Joel, and how it was a timeline of Operation Gladio. The main focus was the CIA’s efforts to make sure Patrice Lumumba didn’t secure power in the Congo, and what they did leading up to his eventual assassination. If you’re interested in one of the earliest operations of the Deep State in Africa, you will enjoy this one. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #136 - Dark Enlightenment]]>https://www.kontrariankorner.com/p/kontrarian-korner-136-dark-enlightenmenthttps://www.kontrariankorner.com/p/kontrarian-korner-136-dark-enlightenmentSun, 26 Jul 2026 11:01:10 GMTYesterday I had first time guest Dark Enlightenment on the podcast. I have been looking forward to this one for some time, but we avoided current events for the most part to focus on the big picture topics that are going to become more obvious to everyone over the next decade. We talked about the state of the US and the changing demographics in cities, the issues in the relationship between men and women, and why Trump and the other elites won’t be able to correct course over the next 5 years and more. If you want to hear an unfiltered conversation on the big picture on where things are headed, this one’s for you. You can find his Substack below.

Fundamental Principle
My personal Substack
By Patrick

Podcast Summary

  • His big picture view of the world and the Zionist occupied government we have here in the US.

  • The breakdown of cities across the US, and what could be done to fix it.

  • Why the younger generations of men are more radical.

  • The breakdown of the egalitarian worldview that everyone is equal.

  • How the relationship between men and women has broken down and the potential solutions that could be coming.

  • The side effects of having women in positions of power like judges and politicians.

  • Why Trump and the other elites won’t be able to correct course.

  • Book Recommendations: Suburban Nation by Andres Duany, The Plot Against The Church by Maurice Pinay, Liberalism Is A Sin by Father Salvany & They Have Uncrowned Him by Archbishop Marcel Lefebvre.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #135 - Mike Ariza & C.J. Nord]]>https://www.kontrariankorner.com/p/kontrarian-korner-135-mike-arizahttps://www.kontrariankorner.com/p/kontrarian-korner-135-mike-arizaSat, 25 Jul 2026 11:01:53 GMTYesterday I had Mike Ariza back on the podcast, and he brought supply chains expert C.J. Nord on to join us. Mike gave us an update on the oil situation in California as far as imports, refining capacity, and what could and should be done at this point. C.J. also talked about why the US should have a Federal Reserve equivalent for supply chains in the US, and we talked a little bit about how it could be setup. If you’re interested in energy, California, or supply chains, you will enjoy this one. You can find Mike on Twitter, but he has also been contributing to Gas Crisis. You can find C.J. on Supply Chains For Good.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #134 - Dale Comstock]]>https://www.kontrariankorner.com/p/kontrarian-korner-134-dale-comstockhttps://www.kontrariankorner.com/p/kontrarian-korner-134-dale-comstockFri, 24 Jul 2026 11:01:03 GMTYesterday I had Dale Comstock back on the podcast. We talked about what has happened in the Middle East since the last time he was on, the bottlenecks that the US is looking to control, the lack of trust in government, and several other topics. We went down rabbit holes on the medical system, the relationship between men and women, and where AI is taking us in coming years. If you want to find Dale or his books, you can find him on his website.

Podcast Summary

  • An update on events in the Middle East and where he thinks things are headed.

  • The US strategy around containing China and what China might do in response.

  • The lack of trust in the system, and the loss of legitimacy for government.

  • How the medical system is broken, and the nodes of control in the elite class.

  • Why women shouldn’t vote and what happens when women are placed in combat roles.

  • The infiltration of the information space and how large figures try to influence the narrative.

  • Why he is still pessimistic on where AI will go and what it means for humanity.

  • Book Recommendation: The Gift Of Fear by Gavin de Becker.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #133 - Maxim Smith]]>https://www.kontrariankorner.com/p/kontrarian-korner-133-maxim-smithhttps://www.kontrariankorner.com/p/kontrarian-korner-133-maxim-smithThu, 23 Jul 2026 11:00:41 GMTYesterday I had back on the podcast to give us an update on The Preparation and what he has been up to for the last couple quarters. We talked about his time in Thailand, Japan, what it’s like returning to the US, and a younger generation’s perspective on some of the issues we see today. For anyone that is thinking about college, or has a son in high school, this one is definitely worth a listen. You should also check out The Preparation on Amazon. You can find Maxim’s Substack below to stay updated on what he is up to.

Maxim Benjamin Smith
Documentation of my journey through "The Preparation" program developed by Doug Casey and my father.

Podcast Summary

  • The health issues he ran into during his time in Thailand during Muay Thai training.

  • His time in Japan and how his experiences there highlighted differences with the US.

  • Why it’s important to recover every once in a while.

  • The cycles of The Preparation, and why he thinks it is important to do the EMT cycle first.

  • Why younger generations of men are more right wing and the issues with the Civil Rights Act.

  • The economic difficulties that are coming and the way the economic system is set up.

  • His thoughts on a version of The Preparation for young women.

  • Book Recommendation: A Voyage For Madmen by Peter Nichols.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 12]]>https://www.kontrariankorner.com/p/the-cia-files-part-12https://www.kontrariankorner.com/p/the-cia-files-part-12Mon, 20 Jul 2026 11:00:30 GMTYesterday I had Colonel Towner-Watkins on for part 12 of the CIA Files. This week we covered Indonesia, the CIA’s efforts to push out President Sukarno, and how it ties together with the Ertsberg and Grasberg mines in Indonesia. If you’re interested in some of the different tactics they used to push out Sukarno, or how it ties in with a major mine that is still in operation today, you will enjoy this one. I have also included a link to a video with some background on the Grasberg mine for anyone that wants to learn the history. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #132 - Purple Drink Capital]]>https://www.kontrariankorner.com/p/kontrarian-korner-132-purple-drinkhttps://www.kontrariankorner.com/p/kontrarian-korner-132-purple-drinkSun, 19 Jul 2026 11:02:32 GMTOn Thursday I had back on the podcast to talk about some of the wild moves in the market so far in 2026. If you’re seeing this on the podcast feed, you might want to switch to YouTube or Substack for the charts. We talked about the broader market and the momentum unwind of recent weeks, his view on oil and the metals, the speed of markets, and several other topics. You can find his Substack below, but you can also find him on Twitter.

Purple Drink's Market Musings
Periodic thoughts on all things financial markets
By PurpleDrinkCapital

Podcast Summary

  • The momentum unwind in certain stocks in recent weeks.

  • Massive moves in large cap stocks as institutions chase momentum names.

  • Why liquidity matters and where he sees the indices going in coming months.

  • His view on the energy situation with the Strait of Hormuz, and why he’s focused on the oil price chart that keeps making lower highs.

  • Why he thinks precious metals are going to perk up soon, but will take some time to head towards all time highs.

  • The changes in the market that have led to faster moves.

  • Why tech will have to lead for the market to head significantly higher.

  • Why copper has been holding up better than gold and silver.

  • His view on bonds and interest rates.

  • Book Recommendation: Under The Bright Lights by Fred Katz (coming early 2027).

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #131 - Tom Luongo & Dexter White]]>https://www.kontrariankorner.com/p/kontrarian-korner-131-tom-luongohttps://www.kontrariankorner.com/p/kontrarian-korner-131-tom-luongoThu, 16 Jul 2026 11:03:30 GMTYesterday I had both halves of Gold Goats n’ Guns on the podcast for round 2. Tom Luongo and Dexter White returned to the podcast to talk about the situation in the Middle East, the setup for oil, global bond markets, and precious metals, as well as other domestic issues here in the US. We also talked about the media and social media environment, Russia and Ukraine, and several other issues. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns. You can also find Dexter on Twitter.

Podcast Summary

  • Why people are overreacting to Section 219 of the NDAA.

  • How the media environment is like trying to decipher a game a telephone with various nefarious actors trying to put their agenda into the narrative.

  • The situation in the Middle East and the end of the ceasefire, and their best guess on how it plays out.

  • How changes in OPEC and the US as the world’s largest oil exporter change the situation for oil.

  • Russia and Ukraine, reduced Russian refining capacity, and how Europe is involved.

  • Their view on the different global bond markets and what Warsh will do in coming months.

  • Their view on precious metals, the AI investment cycle, and why data centers are only required for inference, not ongoing usage of existing models.

  • Why Dexter doesn’t think OpenAI will be able to IPO this year.

  • Lindsey Graham, Mitch McConnell, and the midterms.

  • The problems with the Supreme Court, and the issues with the birthright citizenship ruling.

  • Book Recommendations: The Age of Surveillance Capitalism by Shoshana Zuboff & Fed Up by Danielle DiMartino Booth.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #130 - Matt Smith]]>https://www.kontrariankorner.com/p/kontrarian-korner-130-matt-smithhttps://www.kontrariankorner.com/p/kontrarian-korner-130-matt-smithWed, 15 Jul 2026 11:03:58 GMTYesterday I had back on the podcast. We talked about Schrodinger’s ceasefire in the Middle East and why he is cautious on financial markets for the rest of 2026. We also talked about rapid technological advancements and living in an era of revolutionary change, and how shifts in the economic and financial systems will feed into culture and politics. If you’re looking for a podcast with a mix of current events and big picture long term topics, you will enjoy this one. You can find Matt on Twitter and at Crisis Investing.

Doug Casey's Crisis Investing
Doug Casey wrote the book on Crisis Investing. His Substack with Matt Smith focuses on the opportunities created by monetary disorder, geopolitical shocks, gold, energy, and resource stocks. If you want to thrive in crisis, subscribe today.
By Matt Smith @ Crisis Investing

Podcast Summary

  • The supply disruption with the Strait of Hormuz, how the SPR and China reducing imports have delayed things, and the complacency around bigger problems.

  • The hyperfinancialization of markets and the economy, and why he thinks we could see a washout in the second half of this year.

  • The pullback in resource stocks this year, and why he thinks there is a long term opportunity there.

  • Enshittification of different industries and the involvement of private equity and credit.

  • How cheap capital has created distortions over the last several decades.

  • The revolutionary period that we are in for economic systems and financial markets, and how it will feed into culture and politics.

  • How changes in technology are going to feed into the revolutionary period.

  • The mask coming off for the US government and the looting the treasury phase.

  • COVID as the dividing line between the before times and where we are today.

  • Book Recommendations: 1873 by Liaquat Ahamed & The Sovereign Individual by James Dale Davidson and William Rees-Mogg.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 11]]>https://www.kontrariankorner.com/p/the-cia-files-part-11https://www.kontrariankorner.com/p/the-cia-files-part-11Tue, 14 Jul 2026 11:02:29 GMTYesterday I had Colonel Towner-Watkins on for part 11 of the CIA Files. This week we were talking about the CIA involvement in Guatemala and how United Fruit participated. We covered the different figures involved on the US side, the kill list they put together, the media playbook they used, and the agenda of the local politicians that was unacceptable to the State Department. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 10]]>https://www.kontrariankorner.com/p/the-cia-files-part-10https://www.kontrariankorner.com/p/the-cia-files-part-10Wed, 08 Jul 2026 11:03:35 GMTYesterday I had Colonel Towner-Watkins on for part 10 of the CIA Files. This week we were talking about Iran and the role of the British and American intelligence community in the overthrow of Mohammad Mosaddegh. This included Kermit Roosevelt, the Dulles brothers, and other notable figures around the Truman and Eisenhower administrations. We also connected the dots a little bit to the Iranian Revolution in 1979 and recent events in the Middle East, but I’m sure we will cover those in more detail in the future. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #129 - Porter Collins & Vincent Daniel]]>https://www.kontrariankorner.com/p/kontrarian-korner-129-porter-collinshttps://www.kontrariankorner.com/p/kontrarian-korner-129-porter-collinsTue, 07 Jul 2026 11:03:01 GMTYesterday I had Porter Collins and Vincent Daniel on the podcast for the first time. We talked about everything going on markets, from the sucking sound of money chasing technology to the bifurcation of wealth in society and the role of government when it comes to regulating what is going on in markets. We also talked about gold, the Fed, and where things might be headed over the next couple years. You can find Porter and Vincent at their Substack, which is a must follow.

WHAT ARE WE DOING? “Contrarians At The Gate”
WHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!
By Danny, Vinnie and Porter

Podcast Summary

  • The bifurcation of wealth going on right now and the historical comparisons to previous cycles.

  • How passive and quant funds have continued to play bigger roles in the market.

  • The SpaceX valuation and Elon’s role in the establishment.

  • Insider trading and the lack of trust in our institutions.

  • The government taking stakes in companies and the shift towards state owned enterprises.

  • Why they avoid trading political views and instead focus on the motivations of different powerful players and how it impacts markets.

  • The plunge protection team and the intervention in different markets by the Fed and the Treasury.

  • How gold protects investors from long-term debasement.

  • Warsh’s role at the Fed and why their most important job is finding investors to buy US debt to keep the cost of capital low.

  • Why the US is like Gotham, and why the formerly unwritten rules need to codified.

  • Their thoughts on sports gambling and prediction markets.

  • Why the only time they actually get bearish is when the Fed starts tightening rates because that is when the liquidity and the tide starts going out.

  • Book Recommendations: A Short History On Financial Euphoria by John Kenneth Galbraith, The Making Of A Permabear by Jeremy Grantham & Great Society by Amity Shlaes.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #128 - Cameron Macgregor]]>https://www.kontrariankorner.com/p/kontrarian-korner-128-cameron-macgregorhttps://www.kontrariankorner.com/p/kontrarian-korner-128-cameron-macgregorSun, 05 Jul 2026 11:02:39 GMTI hope everyone enjoyed the 4th of July yesterday, America’s 250th birthday, and the long weekend. Last Wednesday I had Cameron Macgregor on the podcast for a follow up on our first conversation. This time we talked about the culture issues here in the US, the historical mythology of the West, and the polarity between the masculine and the feminine. If you’re interested in the long term path of the US and Western society, this one’s for you. You can find Cameron on YouTube, Substack, and Instagram.

Men and the City Substack
Men and the City is a series of essays about the crisis of masculinity and the rise of a new movement, Neo-Masculinity. Men are revolting against a broken system, awakening to new ideas and philosophies, and ultimately poised to reform a broken world.
By Cameron Macgregor

Podcast Summary

  • Why Citizen Vigilante isn’t a great film, but it is an important signpost for where things are today in the West.

  • The mythology of the World Wars and the power of taboo.

  • The building revolt against the current institutions and systems in the West.

  • The differences between men and women and how it affects business, government, and society.

  • Why the decentralized right wing movement needs to scale to gain legitimacy.

  • The broken social contract, and how it would break for the whole society of the older generations stop receiving support from Social Security and other programs.

  • How all of this is leading towards fix-it politics.

  • Why we will see new archetypes in the future between men and women, and why conservatives miss the point in trying to preserve a system that shouldn’t be saved.

  • The need for a society level project in the vein of the Manhattan Project to make major changes across government, infrastructure, business, and culture.

  • Book Recommendations: Psycho-Cybernetics by Maxwell Maltz and Totem and Taboo by Sigmund Freud.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #127 - Melody Wright]]>https://www.kontrariankorner.com/p/kontrarian-korner-127-melody-wrighthttps://www.kontrariankorner.com/p/kontrarian-korner-127-melody-wrightThu, 02 Jul 2026 11:01:20 GMTYesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their impact on the economy, and several cultural issues that come from having a hyperfinancialized economy. If you’re interested in real estate or some of the storm clouds on the horizon for financial markets, you will like this one. You can find Melody and her work on her Substack as well as on Twitter.

M3_Melody Substack
My personal Substack
By Melody Wright

Podcast Summary

  • Why several different converging factors could lead to a bumpy ride for financial markets, real estate, and private equity and credit in the second half of 2026.

  • The multifamily boom that has led to decreasing rents and increasing vacancies.

  • How residential real estate is seeing unseasonal weakness, with increasing delinquencies and foreclosures.

  • Offshoring vs. AI and what it means for the labor market.

  • The different culture war problems, and how social media exaggerates the divide between groups.

  • How economic cycles impact families and the root of the culture war agenda.

  • COVID as a turning point for more people waking up to what is going on.

  • Why regulatory changes are required for real estate and banking.

  • How enshittification has impacted various sectors of the economy.

  • Why there will probably be an opportunity to buy residential real estate by the end of the decade.

  • Her view on rates and where we are in the cycle, and how that feeds into the real estate market.

  • Book Recommendation: The Rape of the Mind by Joost A.M. Meerloo.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #126 - Ron Dodson]]>https://www.kontrariankorner.com/p/kontrarian-korner-126-ron-dodsonhttps://www.kontrariankorner.com/p/kontrarian-korner-126-ron-dodsonWed, 01 Jul 2026 11:03:25 GMTYesterday I had back on the podcast to talk about everything that has happened since our last discussion. We talked about the recent wave of Supreme Court rulings, recent events in the Middle East, and US relations with Russia and China, among other things. He also shared his view on the path we are on, and the problems with viewing America as an economic zone. Ron publishes on The American Mind for the Claremont Institute, Responsible Statecraft, and American Reformer. You can also find Ron on Twitter and on Substack.

The Eyes of Apelles
A discussion of the global environment and the factors driving its change. Topics include risk, arbitrage, geopolitics, militaries, culture, and religion.
By Ronald Dodson

Podcast Summary

  • The issues with the Supreme Court rulings, particularly with Birthright Citizenship.

  • How the differences between men and women impact culture and the decision making process.

  • Recent events in Iran, why they still hold a grudge against America, and why they still hold all the cards in the negotiations.

  • Why Russia is increasingly frustrated with the West’s involvement in Ukraine.

  • How the situation in Iran shows that the US would not be able to stop China if they made a move on Taiwan, and how he would address that with a Hong Kong style handoff.

  • America as an economic zone, and the importance of having a state religion.

  • Why the current trend will eventually lead towards “Fix It” politics.

  • Book Recommendations: The City and Man by Leo Strauss & The History of Political Philosophy by Leo Strauss and Joseph Cropsey.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 9]]>https://www.kontrariankorner.com/p/the-cia-files-part-9https://www.kontrariankorner.com/p/the-cia-files-part-9Mon, 29 Jun 2026 11:04:02 GMTYesterday I had Colonel Towner-Watkins on for part 9 of the CIA Files. We talked about Albania, Poland, and the rest of Eastern Europe, and how the seeds of the Cold War were planted by the CIA. We also talked a little bit about how the Cold War was a psyop and the people involved with one of the major operations in Eastern Europe. We wrapped up by covering some of the ties between culture and politics and how things have changed in recent years. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #125 - Jesse Felder]]>https://www.kontrariankorner.com/p/kontrarian-korner-125-jesse-felderhttps://www.kontrariankorner.com/p/kontrarian-korner-125-jesse-felderThu, 25 Jun 2026 11:03:18 GMTYesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things up by talking about what is going on in the commodities space, and why he favors energy right now despite the recent price action. If you’re looking for a conversation that covers the different asset classes across financial markets, this one’s for you. You can find Jesse at his website, The Felder Report, and on Twitter and Bluesky.

Podcast Summary

  • The AI and data center frenzy that has built up and the shoeshine boy stories from recent weeks.

  • Why the AI models are going to be commodities, and the potential changes to locally hosted models.

  • The cockroaches in private equity and private credit, and why he thinks we could be seeing the beginning of the credit cycle.

  • The layers of leverage in the system, including leveraged ETFs and increases in margin debt.

  • The potential policy response from the Fed and the Treasury, and what it means for interest rates.

  • Why the inflation story is baked into the cake and related to more than just energy costs.

  • The issues in the real estate market, and why he doesn’t think it’s as frothy as other asset classes.

  • The relationship between capital and labor, and why he thinks that will change in the next crisis.

  • Why there are opportunities in the energy sector despite the recent selloff in oil.

  • Other opportunities in the commodities space, including precious metals.

  • Book Recommendations: The Great Demographic Reversal and The Unanchored Central Banker by Charles Goodheart and Manoj Pradhan.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[The CIA Files - Part 8]]>https://www.kontrariankorner.com/p/the-cia-files-part-8https://www.kontrariankorner.com/p/the-cia-files-part-8Wed, 24 Jun 2026 11:01:28 GMTYesterday I had Colonel Towner-Watkins for part 8 of the CIA Files. This week we were talking about the Korean War, and why the unit we got in high school history class was so short. We covered the transition from a Japanese colony before WWII, to the split country that we have today. As you can imagine, there was a false flag to start the Korean War, US involvement and political interference, and the story we were taught is nowhere close to the actual events. We also talked a little bit about the parallels between the Korean War and the conflict between Ukraine and Russia today, and the changing media strategy that more and more people are waking up to. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

ColTowner’s Newsletter
Exposing the #InternationalSyndicate one article at a time.
By The Colonel’s Corner

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

]]><![CDATA[Kontrarian Korner #124 - Trader Ferg]]>https://www.kontrariankorner.com/p/kontrarian-korner-124-trader-ferghttps://www.kontrariankorner.com/p/kontrarian-korner-124-trader-fergTue, 23 Jun 2026 11:04:12 GMTYesterday I had back on the podcast to talk about different opportunities he sees in the market today. We got into the disruptions in the Middle East and which areas of the market might benefit, but we also talked about precious metals, the circular AI spending, and agricultural commodities. You can find Ferg’s Substack below.

Trader Ferg
Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Podcast Summary

  • Why he favors oil services names with exposure to offshore equipment.

  • The circular nature of AI spending and the competition with China on AI.

  • Why exchanges are a great way to get exposure to other markets outside of the US.

  • His thoughts on inflation and what it means for the dollar.

  • Why he is partial to platinum group metals in the precious metals complex.

  • Almonds as an interesting place to look inside the agricultural complex.

  • The rest of the agricultural commodities, and why it is difficult to play with direct exposure to the commodities.

  • Book Recommendation: The Entropy Trap by Mickey Maini.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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