Kontrarian Korner #160 - John Polomny

Yesterday I had John Polomny back on the podcast to talk about where things stand in markets, current events, and the path forward for the US and the West. He laid out his thoughts on where we are in the market cycle, where he sees opportunities, and the investment bubble in technology. We also talked about some of the different societal breakdowns in the West, including sports gambling and prediction markets, the midterm sideshow, and why we are watching the early stages of World War III. 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.

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