The Contrarian Capitalist Podcast

This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.com

Today’s podcast/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Friday 3rd April 2026 Mexico City time.
The Royalty King discusses:
* The Permian Basin and its importance with regards to Oil, Natural Gas and Water
* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems
* Industry-Level Water Usage and Challenges
* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)
* And much more
Contact Information & Article Recommendation
You can connect with The Royalty King on Substack and on X.
The raw study PDF file can be found in the article below:
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
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Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

Welcome to Mid-Week Macro for Wednesday 1st April 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
Get your tickets to the RULE SYMPOSIUM 2026
This post and video are FREE for everyone, and discusses:
* What the hell’s going on out here
* 1 Contrarian Commodity worth keeping an eye out for
* 2 potential scenarios for what happens next
* And much more!
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!
NB - This is not an affiliate link
Upgrade to Contrarian Capitalist Paid Today
High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.
Thank you for being part of The Contrarian Capitalist community!
Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro. Today’s market is another look-in at the Strait of Hormuz. Traffic is not going to return to normal anytime soon in my opinion, so I think that even 20% is too high at the time of writing.
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links
Markets Have Returned To Taking Headlines As Gospel | ZeroHedge
Palantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? | ZeroHedge
WTI Dips After Big Crude Inventory Build, US Production Slows | ZeroHedge
Brazil Is Quietly Becoming The Cleanest EM Trade | ZeroHedge


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for March 2026 with The Contrarian Capitalist and the excellent Tom Bradshaw, author of Beyond the Headlines.
Get your tickets to the RULE SYMPOSIUM 2026
6 small bits of housekeeping
* This video was recorded on Monday 30th March 2026
* There is no chart deck this month due to personal commitments on Tuesday 31st March, hence the recording and release on the 30th
* Please continue to provide all feedback
* We have inserted a ‘quote of the month’ and ‘move of the month’
* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.
Quote of the Month
''The volatility is not in gold but the fiat currency'' - Alasdair Macleod
Move of the Month
Dutch TTF Natural Gas Futures are the ‘winner’ this month, with a 71% move to the upside thus far.
Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 18th March 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Thank you to everyone that attended the Asset Confidentiality webinar with Adam Fayed and Mark Morris.
* Private credit issues looking like they are spreading to consumer credit
* Commodities and equities markets
* And much more!
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!
NB - This is not an affiliate link
Upgrade to Contrarian Capitalist Paid Today
High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.
Thank you for being part of The Contrarian Capitalist community!
Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro, and today’s market looks at how many Fed rate cuts there will be in 2026. Difficult to tell at the moment but I do think that there will be 2 this year. What do you think?
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 11th March 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Credit stresses throughout
* Commodities latest
* And much more!
Free Asset Confidentially Webinar on Friday 13th March 10:00 ET!
Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 10:00 ET.
This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!
If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!
NB - This is not an affiliate link
Upgrade to Contrarian Capitalist Paid Today
High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.
Thank you for being part of The Contrarian Capitalist community!
Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro, and today’s market looks at who the Republican Presidential Nominee for 2028 is likely to be. Many assume JD Vance but Marco Rubio seems to be hitting the right notes at the moment.
Please do subscribe to Polymarket on Substack.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Podcasts & Posts & Article Links
WTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production | ZeroHedge
A $26 Billion Problem + A $33 Billion Problem = | ZeroHedge
JPMorgan Restricts Private Credit Lending After Markdowns
Silver’s Bubble Is Still Deflating | ZeroHedge


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe