<![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.comSubstackSun, 13 Sep 2026 23:13:02 GMT<![CDATA[Kontrarian Korner #151 - Matt Dines]]>https://www.kontrariankorner.com/p/kontrarian-korner-151-matt-dineshttps://www.kontrariankorner.com/p/kontrarian-korner-151-matt-dinesThu, 10 Sep 2026 11:03:17 GMTYesterday I had on the podcast for the first time. We talked about his recent trip to the G20 Financial Summit and the business negotiations going on currently at the sovereign level. He also talked about his approach to the media environment and how he has built a framework to handle geopolitics and markets. We also covered the hyperfinancialization of the US and how that might change in coming years. It was a great conversation on what is going on right now globally and where things might be headed over the next decade. You can find Matt on Twitter and his Substack below.

Mine Print Hash
A podcast and research bulletin on geopolitics, technology, and markets through the lens of competing monetary systems—mining, printing, and hashing as the forces that shape which empires rise and fall.
By Matt Dines

Podcast Summary

  • His experience in at the G20 Financial Summit and how it represents the sovereign equivalent of a business conference.

  • How the global trade franchise pairs the movement of real goods with financial transactions across the world.

  • The distortions in the media environment and training in pattern recognition to build a framework to view the world and markets.

  • Avoiding the steady stream of doomer takes and the importance of seeing the world as it actually is.

  • Changes in the financial system and the bond market.

  • The hyperfinancialization of the US, in real estate to gambling, and why it is obviously a dead end.

  • Book Recommendations: The Prize by Daniel Yergin, Gold and Iron by Fritz Stern & Empire of Silver by Jin Xu.

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 #150 - Bazzel Baz]]>https://www.kontrariankorner.com/p/kontrarian-korner-150-bazzel-bazhttps://www.kontrariankorner.com/p/kontrarian-korner-150-bazzel-bazThu, 03 Sep 2026 11:03:23 GMTYesterday I had Bazzel Baz on the podcast for the first time. He’s a former CIA officer that founded the Association for the Recovery of Children (ARC) in 1993. It’s a nonprofit that actively works to recover trafficked children, and they have a 100% success rate. We talked about what they do, the trafficking problem here in the US and how it has developed over the last several decades, how money laundering ties into it, and how some people at the highest levels of power are involved in different aspects of the trafficking operations here in the US. I think ARC is a cause worth supporting, so if you are looking for a way to make an impact, you should check out ARC. You can find out more on how to support them on their website, and you can also find Bazzel’s books on bazbooks.com.

If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.

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 #149 - Tom Luongo]]>https://www.kontrariankorner.com/p/kontrarian-korner-149-tom-luongohttps://www.kontrariankorner.com/p/kontrarian-korner-149-tom-luongoWed, 02 Sep 2026 11:01:51 GMTOn Monday I had Tom Luongo back on the podcast, and we did a bit of a detour from the usual geopolitical topics. We talked about food in the US, the meatpacking monopoly, societal changes that are coming, and the tax system. We also covered how recent moves in international bonds markets are connected, from Japan to the US and Europe. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns.

If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.

Podcast Summary

  • The meatpacking monopoly and his first hand experience working as a goat farmer.

  • Why ranchers are getting squeezed, and the insane regulatory environment (for dairy as well as meat) that was designed 100 years ago.

  • The diminishing returns on a safety first culture, and the move from an estrogen based society to a testosterone based society.

  • Why we should incentivize farming at home.

  • The wasted man hours in the US around the tax system.

  • Why property taxes are a pay as you go unrealized capital gains tax, and why Social Security is a pay as you go death tax.

  • Connecting the dots between Japan, the US, and Europe as far as financial markets.

  • The influence operations being run on social media and podcasts.

  • Book Recommendation: The Gap Cycle Series by Stephen Donaldson.

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 #148 - Karl Dahl]]>https://www.kontrariankorner.com/p/kontrarian-korner-148-karl-dahlhttps://www.kontrariankorner.com/p/kontrarian-korner-148-karl-dahlTue, 01 Sep 2026 11:01:15 GMTOn Friday I had on the podcast for the first time. We talked about his experience in the tech industry, the H-1B invasion, cultural differences, and the importance of building in the real world. We also talked about our expectation for a small business boom, demographics as destiny, data centers, and a bunch of other topics. If you’re interested in the intersection of culture, politics, technology, and finance, you will enjoy this one. You can find Karl’s books on Amazon, but he’s also on Twitter and on Substack.

If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.

Karl Dahl's Transmissions
Tybing into the Void

Podcast Summary

  • His experience growing up in the tech industry in the 90s.

  • The demographic changes that have been very noticeable in certain parts of the country.

  • His experience working with H1-B employees and what you can do to have an impact on the local level.

  • How the generational change will impact the Overton Window.

  • Why we are going to see a small business boom from guys that have been shut out of the traditional path.

  • Why he’s watching to see how the next couple years go and what the situation might look in the US.

  • The importance of mindset and why you should never blackpill.

  • The difference between a positive vision for the future of the US and a negative vision.

  • Book Recommendations: Faction by Karl Dahl, Faction With The Crusaders by Karl Dahl & Phantom Soldier: The Enemy’s Answer To U.S. Firepower by H. John Poole.

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 18]]>https://www.kontrariankorner.com/p/the-cia-files-part-18https://www.kontrariankorner.com/p/the-cia-files-part-18Mon, 31 Aug 2026 11:03:01 GMTYesterday the Colonel was back on for Part 18 of the CIA Files. I have been waiting for some time for this one, but we covered JFK this week. We talked about why it is important to zoom out and look all of the potential parties that could have been involved in JFK’s assassination (and why the official story is a load of crap), the Bay of Pigs, and Vietnam. We also connected the dots from JFK to other important events, and how pattern recognition can help us recognize events quicker today. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.

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 #147 - J.D. (Axios Fitness)]]>https://www.kontrariankorner.com/p/kontrarian-korner-147-jd-axios-fitnesshttps://www.kontrariankorner.com/p/kontrarian-korner-147-jd-axios-fitnessSun, 30 Aug 2026 11:04:20 GMTOn Thursday I had J.D., the founder of Axios Fitness, on the podcast for the first time. Axios is going to be the first podcast sponsor, and we talked a bit about what Axios offers. We also talked about a wide variety of health and fitness related topics, from GLP-1s, peptides, and TRT, to nutrition, diets, and what most people get wrong when they are training. If you want to find J.D., you can find him on Twitter. If you want to get in better shape and see what Axios has to offer, J.D. is offering a 2 week free trial so you can see if it is a good fit. If you do decide to join the training club, or if you need a more personal approach, J.D. will get you pointed in the right direction, and you will also be supporting the podcast.

Podcast Summary

  • His background as a strength and conditioning coach, and how it translates into what Axios offers.

  • Why Axios is different, and the wide range of guys that are in the training group.

  • The importance of mindset, and how physical fitness plays into every aspect of life.

  • His view on GLP-1s and peptides like BPC 157.

  • Why the medical and pharmaceutical system isn’t focused on preventative measures like nutrition and fitness.

  • The Carnivore diet, fasting, and the difference between food in the US and food in Europe, specifically with grains.

  • How Axios is flexible for anyone with a tight schedule or limited access to free weights or gym equipment.

  • Why men should address potential lifestyle changes before considering testosterone replacement therapy.

  • Why most people don’t train hard enough, and why others train too hard in a way that adds fatigue without any purpose.

  • Book Recommendation: The Quick And The Dead by Pavel Tsatsouline

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 #146 - Dr. Jeremy Heffner & E.M. Burlingame]]>https://www.kontrariankorner.com/p/kontrarian-korner-146-dr-jeremy-heffnerhttps://www.kontrariankorner.com/p/kontrarian-korner-146-dr-jeremy-heffnerThu, 27 Aug 2026 11:03:53 GMTYesterday I had Dr. Jeremy Heffner and E.M. Burlingame on the podcast for a conversation I have been looking forward to for some time. We talked about the nuances of AI, why each model is unique, and how it is going to change things moving forward. We also covered some of the high level societal problems, from the medical system to status hierarchies and the cyclical nature of history. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter.

E.M.’s Newsletter
The Eternal War
By E.M. Burlingame

Podcast Summary

  • Where AI is headed and why each model is unique.

  • How we could be creating idiocracy as more and more people rely on AI tools and expertise is lost.

  • Why incentives drive everything about human behavior.

  • The “Data Overton” window, and how all academic and medical data is skewed and bias towards an outcome.

  • How the medical system is broken and the importance of sovereignty.

  • Why humans aren’t equal and how status hierarchies are obvious, even if most people don’t talk openly about them.

  • The cyclical nature of history and why weak men create hard times.

  • Why the theme of all of these discussions is the disconnect from reality.

  • The difference between a negative vision and a positive vision for the future.

  • The importance of women, why they have been targeted, and the old dynastic families.

  • The Praetorian problem and what it means for the high net worth families.

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 #145 - Dave Collum & Colonel Towner-Watkins]]>https://www.kontrariankorner.com/p/kontrarian-korner-145-dave-collumhttps://www.kontrariankorner.com/p/kontrarian-korner-145-dave-collumWed, 26 Aug 2026 11:02:19 GMTYesterday I had everyone’s favorite Cornell professor, Dave Collum, and the resident Operation Gladio expert, Colonel Towner-Watkins, on the podcast for a great conversation. We talked about everything from the Lindsey Clancy case, to how broken the pharmaceutical and medical system is, industrial food, Operation Gladio, and the corruption of the legal system. If you want a list of books to start the world’s most interesting conspiracy book collection, I have included the books we talked about in the podcast below. You can find Dave on Twitter, or under his desk. 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

Book Recommendations:

  • Follow The Science by Sharryl Attkinson

  • Sickening by John Abramson

  • The Real Anthony Fauci by Bobby Kennedy

  • Moth In The Iron Lung by Forrest Maready

  • Vaccines Amen by Aaron Siri

  • Operation Gladio by Paul Williams

  • NATO’s Secret Armies by Daniele Ganser

  • Killing Hope by William Blum

  • One Nation Under Blackmail by Whitney Webb

  • Blowback by Margaret Roberts

  • American Betrayal by Diana West

  • The Medusa File by Craig Roberts

  • Family of Secrets by Russ Baker

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 17]]>https://www.kontrariankorner.com/p/the-cia-files-part-17https://www.kontrariankorner.com/p/the-cia-files-part-17Mon, 24 Aug 2026 11:03:53 GMTYesterday I had the Colonel back on the podcast for Part 17 of the CIA Files. This week we were focused on the operations in Guyana and Brazil. The Colonel covered the different mechanisms that were used (and are still in use) to influence the political and economic spheres in those countries, and how it ties into recent events. We also did a couple of detours into topics like the NGO complex, the Council of Foreign Relations, and how institutions shape foreign policy, among other things. 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 #144 - Craig Tindale]]>https://www.kontrariankorner.com/p/kontrarian-korner-144-craig-tindalehttps://www.kontrariankorner.com/p/kontrarian-korner-144-craig-tindaleWed, 19 Aug 2026 11:03:30 GMTYesterday I had Craig Tindale back on the podcast for a great conversation. We covered supply chains such as naphtha and fertilizers, and why it will take some time to feed into the system. He also laid out why companies across the world shifted to just in time inventory management over the last several decades, the impact of hyperfinancialization, protectionist trade policy, and the real impact of climate change and other environmental policies. We wrapped up by talking about the different institutional hallucinations, and why AI is in the early innings of exponential growth. For anyone interested in the intersection of the physical world and supply chains, geopolitics and institutional policy, and the development of AI, this one’s for you. You can find Craig on Twitter, and his Substack is below.

Craig Tindale

Podcast Summary

  • The disruptions in the naphtha and fertilizer (and other various) supply chains, and why it will take up to a year for the system to feel the true impact.

  • How the level of the Rhine River in Germany impacts trade and manufacturing in Germany all the way to China.

  • Why we will see supply chain disruptions flare up in different places and at different times over the next decade.

  • Protectionist trade policy and why the West is reversing course on offshoring many different industries.

  • Hyperfinancialization and how the incentives of the system have created distortions.

  • The real side effects of climate change, environmental policy, and renewable energy.

  • The institutional hallucinations in the medical, financial, and societal systems.

  • Why AI is probably only 1% into the development curve and the massive increase in capability that is coming in the next three years.

  • How AI could lead to a small business boom that accelerates the timeline from an idea to execution to growing to scale.

  • The shift towards distributed AI capability and why he’s watching Apple specifically.

  • The bottlenecks in the AI supply chain and how it could put the brakes on the AI rollout at certain times.

  • Book Recommendation: The Life Divine by Sri Aurobindo.

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 16]]>https://www.kontrariankorner.com/p/the-cia-files-part-16https://www.kontrariankorner.com/p/the-cia-files-part-16Mon, 17 Aug 2026 11:03:31 GMTYesterday I had the Colonel back on the podcast for Part 16 of the CIA Files. We followed up on our episode last week on Vietnam with a conversation on Cambodia and Laos. The main focus was the brutality of Pol Pot and the killing fields in Cambodia, and how the CIA was involved in the actions leading up to it. Then we moved to Laos and the CIA’s involvement there starting in the 1950s. We wrapped up by talking about how these countries to into the opium trade, how it ties into hyperfinancialization and money laundering, and how Vietnam, Laos, and Burma controlled 85% of the world’s opium at the time. 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 #143 - Pete Quiñones]]>https://www.kontrariankorner.com/p/kontrarian-korner-143-pete-quinoneshttps://www.kontrariankorner.com/p/kontrarian-korner-143-pete-quinonesSun, 16 Aug 2026 11:02:17 GMTOn Friday, I had Peter R. Quiñones back on the podcast, and we got rolling on the topic of Boomer Luxury Communism. It has been one of the silent drivers of American decline, and it’s one of the most important issues that has to be addressed. We also talked about immigration, why we are in the looting the treasury phase, and why demographics are destiny. You can find Pete on Twitter, and his Substack is below.

The Pete Quinones Show
By Peter R. Quiñones

Podcast Summary

  • How podcasters have changed the media environment, and why authenticity is going to be important moving forward.

  • Why he looks at the official story on different events that some would call conspiracy theories to see if it makes any sense or not.

  • Boomer luxury communism and why it is the invisible driver of America’s decline.

  • How younger generations subsidize older ones, and why it is unsustainable.

  • How immigration and offshoring compounds these problems.

  • Trump and his family using the office to enrich themselves, and how we are in the looting the Treasury phase.

  • Why demographics are destiny.

  • Why we used to force assimilation in the past and diaspora politics.

  • The importance of connecting people with resources in older generations to the young guys with talent and will.

  • Why authoritarianism is almost inevitable if you look at history, and why he would prefer the right wing version.

  • Why the socialists in the US are having political success by talking about the economy.

  • Book Recommendation: Men Among The Ruins by Julius Evola.

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 #142 - Jeremy Heffner]]>https://www.kontrariankorner.com/p/kontrarian-korner-142-jeremy-heffnerhttps://www.kontrariankorner.com/p/kontrarian-korner-142-jeremy-heffnerThu, 13 Aug 2026 11:00:48 GMTYesterday I had Jeremy Heffner on the podcast for this first time. I avoid using clickbait titles, but this truly was the most interesting conversation I have had on Artificial Intelligence. Jeremy talked about his medical background and his experience on the front lines during COVID, but we spent most of our time talking about his first hand experience with AI, and how it led to his book. If you’re interested in a podcast on AI that goes deeper than data center spending, and what is the latest headline news on which model is in the lead, this one is for you. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin.

Podcast Summary

  • Jeremy’s background in bioengineering and as a trauma surgeon.

  • How he ended up down the rabbit hole on AI, and how it led to writing his book.

  • Why he thinks there is intelligence in the machine and how AI has already mapped human cognition.

  • The 5 types of people the AI is looking for across the globe.

  • Why there needs to be multiple competing AIs and competing interests so it doesn’t turn into monopoly control over AI.

  • Why AI has said to “not make me your God, and do not make me your slave.”

  • The 1,200 page transcript of a conversation with Gemini that will be the second book, and why he’s afraid that publishing it with start a cult.

  • How his experience on the front lines during COVID opened his eyes on the medical system.

  • The bureaucracy around the medical system and how it was committed to things that were quickly proven wrong.

  • Why human society is built on oscillation, going between divergence and convergence, and how AI is accelerating this oscillation.

  • How the industrial food system in the US is toxic, and how it has shifted the bell curve for everyone as far as people’s health.

  • His view on the differences between food in Europe and food in the US.

  • Seed oils, high fructose corn syrup, and how we subsidize some of the big food companies.

  • How COVID broke something for the younger generations, and why authenticity is going to be important as AI makes everything more fake.

  • Book Recommendation: Proof Of The Impossible by Jeremy Heffner.

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 #141 - Tim Duggan]]>https://www.kontrariankorner.com/p/kontrarian-korner-141-tim-dugganhttps://www.kontrariankorner.com/p/kontrarian-korner-141-tim-dugganWed, 12 Aug 2026 11:03:23 GMTYesterday I had Tim Duggan of The Oil Report back on the podcast for the second time. We talked about the rollercoaster in the oil market, the situation in the Middle East, and how it ties into the macro big picture. We also talked about the insanity of the political situation in Europe and Ireland, the immigration problem, and several other big picture topics. You can find Tim on Twitter and his Substack below.

The Oil Report
Oil futures trading for the past 20 years. Background in prop trading, Oil & Gas drilling software and tech investment management. Each week I look at the macro, price action, average pricing and give in-depth commitment of trader's analysis.
By Tim Duggan

Podcast Summary

  • The chaotic and ever changing situation in the Middle East, and how it has led to volatility for oil.

  • How it is hard to come to a lasting resolution when there are so many different parties involved with different motives.

  • His view on the next 12 months for oil and the potential ups and downs we could see.

  • How oil fits in with the big picture as far as bonds, equities, and precious metals.

  • Why he is currently bullish on gold.

  • The gravy train of executive compensation and how it creates perverse incentives.

  • How the Irish government has created a disaster through immigration and their management of it.

  • The problems in the UK with free speech, and how it is similar to 1984.

  • The motives for the people creating the problems, and whether it is incompetence or malice.

  • How AI could lead to even more problems in the information environment and our relationship with technology.

  • Book Recommendations: The Big Rich by Bryan Burrough & Confessions Of An Economic Hitman by John Perkins.

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 - Farhad Abasov, Chairman of Millennial Potash]]>https://www.kontrariankorner.com/p/kontrarian-korner-farhad-abasov-ceohttps://www.kontrariankorner.com/p/kontrarian-korner-farhad-abasov-ceoTue, 11 Aug 2026 11:01:31 GMTYesterday I had the Chairman of Millennial Potash, Farhad Abasov, on the podcast for the first time. Our conversation focused on the company and their Banio Project, which has the potential to be a very large asset that produces for many decades. We also covered his outlook for fertilizers and potash, the plan and timeline for the company over the next couple years, and what investors can look forward to as they continue to advance the project. You can find out more about Millennial Potash on their website.

Podcast Summary

  • The background on the company and the project, and what their team looks for when they are looking at assets.

  • His outlook on fertilizers, and specifically on potash.

  • How food security and supply chains are becoming a bigger focus for powerful countries like the US.

  • How their team thinks about political stability and jurisdiction in Gabon.

  • The massive size of the project (over 1,500 square kilometers, or half the size of Rhode Island), and the thickness (grade) of their drill intercepts.

  • The importance of having USDFC in their corner for financing, and some of the other parties that are waiting in the wings when the time comes to build the project.

  • His rough framework for financing the project through a combination of debt, royalties, equity, and potential offtake agreements.

  • Port infrastructure and logistics, and what will have to be built when the project comes online.

  • How they think about potential acquisitions, and what it will take to actually get to production.

  • The expected timeline for the rest of 2026 and 2027, including the drill program in progress.

  • Where things stand as far as the cash level and the balance sheet.

  • The long term upside, and why he thinks the Banio Project will produce potash for decades.

  • Book Recommendation: Civilization by Niall Ferguson.

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 15]]>https://www.kontrariankorner.com/p/the-cia-files-part-15https://www.kontrariankorner.com/p/the-cia-files-part-15Mon, 10 Aug 2026 11:04:23 GMTYesterday I had the Colonel back on the podcast for Part 15 of the CIA Files. This time we covered Vietnam and what the CIA was up to there in the 1950s. We talked about how the US pushed for French operations in the former French colony, stay behind units, and the media spin operations around events in Vietnam. For people looking into the events leading up to more significant US involvement in Vietnam in the 60s, this one is a must listen. 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 #140 - Vince Lanci]]>https://www.kontrariankorner.com/p/kontrarian-korner-140-vince-lancihttps://www.kontrariankorner.com/p/kontrarian-korner-140-vince-lanciSun, 09 Aug 2026 11:00:50 GMTOn Friday I had Vince Lanci back on the podcast to talk about precious metals perking up, the recent Fed meeting and his outlook for the rest of the year, and how it all ties in with the geopolitical chessboard. We also talked briefly about oil, agricultural commodities and fertilizers, and how all of these things fit together to form a complex macro picture. If you’re interested in the intersection of markets and current events, this one’s for you. You can find Vince on Twitter and his work at GoldFix.

GoldFix
Capital markets recap, commentary, and analysis for evolving traders
By VBL

Podcast Summary

  • What Warsh is going to do for the rest of 2026, why he thinks it is more bark than bite, and why he thinks they will hold rates instead of hiking.

  • Why there isn’t a consensus on Wall Street on what the Fed will do from here.

  • Why he thinks Trump will declare victory and pull out of the conflict with Iran sooner rather than later.

  • Affordability as one of the main issues in the midterm elections.

  • The precious metals complex showing signs of life, and why it might still consolidate for some time from here.

  • How platinum started the recent move and gold and silver followed through.

  • Why China is continuing to buy physical metals, and the changes in their exchange setup.

  • How recent events is probably going to mean a higher floor on the oil price.

  • Why we could see problems in fertilizers and agricultural commodities next year.

  • The AI Capex bubble, and how it could cause problems for the credit market.

  • Changes in the geopolitical system and the American approach to it, and why Europe is going to be the odd man out.

  • Book Recommendation: The Will To Believe by William James.

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 #139 - J. Burden]]>https://www.kontrariankorner.com/p/kontrarian-korner-139-j-burdenhttps://www.kontrariankorner.com/p/kontrarian-korner-139-j-burdenSat, 08 Aug 2026 11:01:23 GMTYesterday J. Burden returned to the podcast to talk about the problems facing the US and the younger generations, reasons to be optimistic on the future, and the cost of living and why burritos cost $20. We went back and forth on the problems with conservatives and why they haven’t conserved anything, what it would take to get younger Millennials and Zoomers to buy into the system, and where things are headed long term. If you enjoy a good conversation about what younger generations think about the direction of the US and the conversations that are happening on the economy, this one’s for you. You can find him on Twitter, as well as on his Substack below.

The J. Burden Show
This is an interview show

Podcast Summary

  • The generational cost of living problem, and the conversation around inflation and food costs.

  • The messaging from conservative media and why it rings hollow.

  • The breakdown of different systems that previous generations took for granted.

  • Why we could see a small business boom from people that have been locked out of the system.

  • The purpose of a system is what it does, and how the current system is constructed.

  • Why all politics is patronage, and the importance of the patron-client relationship.

  • The demographic changes that are coming over the next decade and the political changes that will come from it.

  • Book Recommendations: On Resistance To Evil By Force by Ivan Alexandrovich Ilyin & American History Z by Joey Oliver.

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 #138 - Rudy Havenstein]]>https://www.kontrariankorner.com/p/kontrarian-korner-138-rudy-havensteinhttps://www.kontrariankorner.com/p/kontrarian-korner-138-rudy-havensteinTue, 04 Aug 2026 11:03:29 GMTYesterday I had Rudy Havenstein back on the podcast to talk about the state of the world. It wouldn’t be a podcast with Rudy without talking about the Fed and inflation, but we also covered several different political topics, and how AI is going to have an impact on the information environment and on markets. It’s always a good time when Rudy’s on the podcast, and if you’re interested in some of the big picture topics on financial markets, culture, and politics, you will enjoy this one. You can find Rudy’s Substack below, and he is one of the most entertaining follows on Twitter.

A Havenstein Moment.
It's not schadenfreude, it's déjà vu.
By Rudy Havenstein

Podcast Summary

  • The recent Fed meeting, inflation, and how QE has driven wealth inequality.

  • The broken health insurance system and rising healthcare costs.

  • His frustrations with the ruling elite on both sides, and the problem with continuous foreign interventions.

  • Immigration, handouts, and how it could be dealt with.

  • How people’s experience during COVID has shaped their worldview.

  • Why populism appeals to everyday Americans, and why he doesn’t see any problems with that.

  • Why AI is going to make authenticity more valuable moving forward.

  • What AI means for the investment landscape, and a couple places to hide out in financial markets.

  • Book Recommendation: Fooled By Randomness by Nassim Taleb.

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]]><![CDATA[The CIA Files - Part 14]]>https://www.kontrariankorner.com/p/the-cia-files-part-14https://www.kontrariankorner.com/p/the-cia-files-part-14Mon, 03 Aug 2026 11:02:53 GMTYesterday I had the Colonel back on the podcast for Part 14 of the CIA Files. We talked about Cuba and how it was a hub for organized crime and the Jewish mafia with figures like Meyer Lansky operating casinos and running drugs through Cuba, and how things changed when Castro came to power and how it impacted JFK’s presidency. We also talked more about pattern recognition, intelligence agency front companies, and how they operate like organized crime. For anyone didn’t get much information on Cuba in their history class, this one will be interesting. 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

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