The Contrarian Capitalist Podcast

• Fed Rate Cuts, Digital ID’s & Bullion set to shine

  Welcome to The Contrarian Capitalist. Protect your wealth. Defend your freedom. Outsmart the system.CC’s Polymarket markets of the weekThe Fed cut rates by 25bps on Wednesday 17th September 2025. There is currently n 82% chance of a 25bps cut in October. This sounds fair to me. Rates should actually be going up, but that is truly a Contrarian play and unlikely to happen.If I was putting my cash where my mouth is then this market seems fair and I’d be going for a 25bps in October. It’s not what should happen but is what I think will happen.The second market of note is whether Jerome Powell will be out as Fed Chair in 2025. 6% seems way too high in my opinion. I put his chances at between 0% - 1%. He has delivered what Trump wanted (and will likely deliver again in October) and therefore Trump would have no need to remove him in 2025.This market is grossly mispriced in my opinion. There could be a few $$’s to be made here.Politics & Digital ID’sA few weeks ago I spoke about Digital ID’s. They are now becoming more spoken about day by day.Various article headlines and photos on Digital ID’sMeanwhile in VietnamUK Housing ChallengesThank you for being part of The Contrarian Capitalist community! Please allow me to serve you at a higher level.Ready for more? Upgrade to paid and unlock:* 10+ expert newsletters and videos per month, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community! 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

  --------  

  21:11

  --------

  21:11
• Clem Chambers - US Equities Boom or Doom?

  This is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comToday’s returning podcast guest is Clem Chambers.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 18th September 2025 AMClem Chambers is a leading technology innovator with a proven track record in the tech and financial services sectors. He has been involved in the software industry for over 40 years as a pioneer of computer games, multimedia, and the internet.Clem is founder of the upcoming finance site aNEWfn.com and is the founder and former CEO of global stocks, shares and crypto information website ADVFN where he was responsible for propelling the platform from likely dot.com failure to thriving market leader (36 million users worldwide).In this wide-ranging podcast, Clem discusses:* Why Intel is a great Contrarian play* US equities Boom or Doom?* Gold, PGM’s and Copper* Energy and the world* USA/Europe/China relations* AI/Energy and the energy correlation* And much moreYou can find out more about Clem Chambers here as well as at anewfn.com!You can listen to our previous conversation below:And please do check out his recent videos regarding Intel and the macroeconomic overview.Intel Kabooooom!S&P 500 MOON or DOOM: Why the Bull Run Isn’t Stopping Until 2026!I wrote about the Copper merger in last week’s Commodity Wrap, which is below.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC

  --------  

  1:45

  --------

  1:45
• Robert of Infranomics - The Silent Depression & 3 Pillars of Protection!

  Today’s podcast guest is Robert, self-proclaimed macro nerd | "Silent Depression" contributor | "when money isn't scarce, everything else is". He is the host of the popular Infranomics YouTube Channel.AUDIO IS AVAILABLE HERE - NB There is an issue with the RSS feeds & Substack at the momentPlease SUBSCRIBE, LIKE AND SHARE THIS PODCAST/VIDEONB - Recorded on Wednesday 10th September 2025 AMThank you also to Roberto Rios for putting us in touch in the first place!This wide-ranging podcast explores:* The Silent Depression. What it is and how long it has been happening for* Why different metrics are needed to get a better (and more accurate picture) of the current economic situation* Triffin’s Dilemma explained* Currency and trade challenges* Why there are tough times ahead for US Citizens* Gold, Bitcoin and Land. The 3 pillars of protection moving forwards* And much moreContact InformationYou can find Robert on XInfranomics on YouTubeAlso on a variety of other platforms by using his Linktree.Scott Bessent Speech at the Manhattan InstituteScott Bessent | The Fallacy of Bidenomics: A Return to Central Planning | A New Supply-SideALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

  --------  

  44:03

  --------

  44:03
• E.M. Burlingame & Will Tanner – Aristocracy, Power & the Battle for Civilization’s Future

  The first 3-way conversation/podcast on The Contrarian Capitalist features the fantastic E.M. Burlingame and Will Tanner, Co-Founder of The American Tribune. We might break the internet with this podcast!AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 9th September 2025 AMThis blockbuster podcast covers a wide range of topics, including:* How do you undo a 400-year-old Psy-op?* Normans/Saxons and the heritage of the English Civilization* Oligarchy, Aristocracy & societal structures* Forcing the crown to do their hereditary duties* The king, the aristocracy and love of the land* Aristocrats by Robert Lacey* Why family offices are the now the most important people on the planet* Why community and soldiers are also imperative in today’s society * Wade Hampton and the 48ers* Trust and why society is crumbling before our eyes* The Pretorian system and their significant undertones* Charles I and the structures that we need to thrive moving forwards* What lays ahead for our civilization* Why a bloody war is coming* And much moreContact Information Will TannerPlease do connect Will Tanner. You can find him on Substack at The American Tribune, or on X at TAmTrib and also in person on X at Will_Tanner_1.Contact Information E.M BurlingamePlease do check out and subscribe to E.M.’s Newsletter. You can also connect with E.M. on X, as well as finding his books on Amazon.The Eternal WarThe Art of Being a ManOther booksALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

  --------  

  1:34:51

  --------

  1:34:51
• Erik Townsend – Nuclear Geopolitics, Oil Risks & Copper’s Red Flag

  Today’s podcast guest is MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 8th September 2025 AMIn this episode Erik discusses:* Nuclear policies and how to improve the nuclear process within the USA* Nuclear geopolitics including Russia/China/North Korea as well as Niger* 1 Oil factor that people are not thinking about at the moment* Why Oil is likely to fall in price before going much higher* Why Copper is flashing a recession signal* And much moreContact InformationYou can connect with Erik Townsend on Substack and also on XYou can connect with MacroVoices on X too.Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.Copenhagen AtomicsThomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.Episode 1Episode 2You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji belowA big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.ALL interview podcasts are released to PAID SUBSCRIBERS first. Upgrade to paid and unlock:* 10+ expert newsletters and videos monthly, deep contrarian insights on commodities, macro strategy, and key market moves mainstream sources won’t touch.* Exclusive early access to expert interviews and powerful podcast episodes that expose hidden trends and challenge the status quo.* Full archive access, real-time portfolio updates, and a private hub built for freedom-focused contrarian thinkers like you.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.If a paid subscription isn’t for you right now but you want to support the channel, you can still help by buying me a coffee! Every little bit helps us keep delivering top-tier content.Thank you for being part of The Contrarian Capitalist community!Thank you in advance for becoming a Paid Subscriber/Founding Member/Supporting the channel.CC 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

  --------  

  45:36

  --------

  45:36

More Business podcasts

Trending Business podcasts

About The Contrarian Capitalist Podcast