Kontrarian Korner

• Kontrarian Korner #62 - Vince Lanci

  On Tuesday I had Vince Lanci back on the podcast to cover about recent events, precious metals, energy, and geopolitics. We talked about the return of mercantilism, mineral wars, other big picture topics, and how they feed into financial markets and commodities. You should all follow his Substack below for his updates on precious metals, but you can also find him on Twitter.Podcast Summary* The trend of deglobalization, and why America needs to become more self-sufficient in manufacturing. * Why platinum has been on the move recently, and why it will take some time to digest the rally over the last couple months. * Chinese demand for platinum, the ties to palladium, and the fundamental changes in the market for platinum.* A couple bold proclamations about a big move coming in silver.* Why gold will drag other commodities higher in coming years.* Big banks favoring gold and copper over silver.* The geopolitical crosscurrents in oil, and the recent media frenzy on the Strait of Hormuz.* Why they wouldn’t close the Strait of Hormuz unless Israel targeted Kharg Island.* The ties between bitcoin and the Treasury market, and the Machiavellian system being built to sell treasuries. * Book Recommendation: Street Smarts by Linda Raschke.Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

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• Kontrarian Korner - Some Thoughts On The Market & Several Sectors

  This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOver the weekend I had several interesting conversations with investors about Sable’s hearing on Friday this week, so I wanted to share some of those thoughts briefly. I also talked about precious metals, including platinum. Offshore oil services and coal stocks have also been moving lately, so I weighed in on those as well. Both sectors are still very cheap today.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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• Kontrarian Korner #61 - Clay Martin & E.M. Burlingame (Part 2)

  This is Part 2 of my discussion on Monday with Clay Martin and E.M. Burlingame. This one covers some of the differences between men and women, how to fix the so-called gender divide, and some of the changes that might be on the horizon in coming years. We also got into the future for the US, why the best years could be ahead of us, and how a tax revolt could be a (more) peaceful revolution. If you haven’t had the chance to watch Part 1, I would go watch that first. Podcast Summary* The differences between men and women, and how society has changed the roles of each over the last 200 years. * The health impacts of birth control on both men and women. * Why the birth control pill should be illegal, and why it would fix several problems quickly.* The massive gap between what is right and what is legal.* How the agenda from the media impacts men and women.* Why the relationship between men and women could be fixed quickly after some changes.* Why the best years for the US could be ahead of us, after a messy decade to come. * How a tax revolt could play out, and why it could be the most peaceful path from here. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

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• Kontrarian Korner #61 - Clay Martin & E.M. Burlingame (Part 1)

  On Monday, I recorded my first in-person podcast with Clay Martin and E.M. Burlingame. E.M. was kind enough to host, and it was a long and fascinating conversation. Clay Martin is a former Recon Marine and Green Beret, and he has also become a prolific author over the last several years. You can find his books on Amazon, and he’s also a very entertaining follow on Twitter. We decided to break the podcast into two parts, so Part 2 will be up tomorrow morning. In Part 1, we covered a bunch of topics, from the recent Epstein circus to all of the other rabbit holes we have been down over the last several years. In Part 2, we get around to solving the rest of the world’s problems. Podcast Summary* The Epstein files circus, and blackmail being one time use. * The health rabbit hole, covering the jab, to fluoride in the water, genetically modified food, seed oils, and everything in between.* The dying mainstream media, the propaganda of the regime, and how Substack and social media will be the new battleground for the information war.* Artificial intelligence (language learning models), some of the flaws that are built into the system. * The state of the economy and financial markets, and how demographics and economics drive things. * The knowledge transfer from the Boomer generation. * Student loans as the largest asset of the government and not being able to default on student debt. * Potential changes in government, and if (when) the US will get a Caesar figure. * The state of military technology and how things develop on that front. * Building businesses outside of the financial market liquidity bubble, and what probably happens to the banking system and financial markets over the next decade.* The demographic state of the US, immigration, and how NGOs and other groups fuel the tension on social media.Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

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• Kontrarian Korner - John Polomny

  This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Friday I had John Polomny back on the podcast, and this time we got into some of the individual names he likes in several different sectors. We talked about oil, uranium, and other commodities, but we also got into several other things that fly under the radar in other markets around the world. At the end of the podcast, I was able to get John going on the state of the world as far as geopolitics and current events. It was fun to go back and forth with him, because the political section of his weekly updates are my favorite part. You can find John on Substack below, and on Twitter.Podcast Summary* The lousy sentiment in oil, and where he is positioned for what he sees coming over the next several years. * We talked a bit about some of the Canadian energy names and their long lived assets, and why he thinks the Canadian energy sector will continue to consolidate. * Opportunities in offshore oil services outside of the main offshore drillers.* Going past peak ESG, the bottlenecks in uranium, a couple different ideas he’s looking at in that sector, and why that sector is ripe for consolidation as well.* The role of gold in the financial end game and a couple mining companies he likes.* Why he thinks it’s an interesting time to start looking at some of the juniors, as well as some opportunities in the royalty sector.* Why silver, platinum, and palladium are going to play catch up to gold.* The financialized economy, the underinvestment in the commodities sector, and his view on gold to oil.* His thoughts on coal, copper, and tin.* Why he’s starting to look into agricultural and fertilizer stocks. * Other places he sees value, like South America, European banks and other obscure ideas in Europe, and under the radar opportunities in China and Hong Kong.* We also went back and forth at the end on geopolitics, US politics, and the state of the world, and why he expects more chaos and volatility around the world over the next several years.* Note: we recorded on Friday, before the US hit three Iranian nuclear sites yesterday. * Book Recommendation: Shareholder Yield by Meb Faber.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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