The Contrarian Capitalist Podcast

This Wednesday 7th October 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Adam Fayed and I will be doing another webinar on Tuesday 27th October 2026. FREE Webinar Registration Below.
Also, from Adam Fayed’s recent e-mail.
Please contact advice@adamfayed.com for more information. NB - This is not an affiliate link nor am I personally invested in this. Please mention that you have come from The Contrarian Capitalist.
This Mid-Week Macro is also sponsored by Adam Fayed.
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
Mid-week Polymarket market
Many people are convinced that the October Fed meeting will be a no show. I agree with this. Even so, the odds of a rate hike in December are still very high (over 70% at the time of writing) and it is interesting to see that this has come down from +90% at the end of September.
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.
NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.
Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.
The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.
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.
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.


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

I had the pleasure of being the other side of the microphone on Thursday 17th September 2026, when I was kindly invited onto ATOMIQ LEVEL Live with Chris J Snook.
We covered a wide range of topics, including:
* Current affairs (as of 17th Sep 2026)
* The importance of Plan A, Plan B and Plan C
* Commodities
* Bonds
* Housing
* The Bigger Picture
* What you can do to protect yourself and your family moving forwards
A big thank you to Chris J Snook for the invite. It was an honour to appear on ATOMIQ LEVEL/WEALTH MATTERS 3.0 with you.


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

This Wednesday 30th September 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
https://norsemont.com
This Mid-Week Macro is also sponsored by Adam Fayed.
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 and we are planning another webinar towards the end of October.
Mid-week Polymarket market
Bonds have higher to go, so I am surprised that the markets have 5.5% and 5.7% as low as they are. That being said, if the equities do stumble in October and November, then this would likely push yields down with them!
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.
GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.
NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.
Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.
The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.
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.
Podcasts & Posts & Article Links
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.


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 23rd September 2026, sponsored by Adam Fayed.
Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!
Tuesday 29th September 08:00 EST, 13:00 UK
Can’t attend live? No problem, register and we’ll send you the full recording for free.
Mid-week Polymarket market
Diesel is the talk of many at the moment (myself included), so it is prudent to check in with when (if at all) the U.S. announces a diesel export ban by. Such a move would likely backfire, but we can see that the odds had increased recently before declining again on the back of a variety of talks between various countries.
GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.
NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.
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
Paid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.
The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.
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.
Podcasts & Posts & Article Links
Ukraine Pounds Major Moscow Refinery As Global Diesel Crisis Threatens Economic Shock
Diesel Hits New Record Above $6.50 As Export Ban Fears Mount, Gasoline Squeeze Looms
SoftBank To Sell $11 Billion In Junk Bonds At Soaring Yields To Fund OpenAI Investments - This just doesn’t sound like a good idea to me!
LNG Buyers Scramble For Conflict-Free Supplies Beyond Gulf As War Rejiggers Global Energy Flows
Britain To Appoint A Dedicated Tax Agent To Every Single Billionaire
“Developments Can’t Be Ignored” As Brent Tumbles On Iran Talks, Saudi Pipeline Restart Hopes: UBS
Renewables: Grid shortages are forcing India to produce and waste green energy
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.


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

Today’s podcast guest is Frank Trotter, Chief Executive Officer from Battle Bank. Frank was last on the show in 2024, and a lot has happened with Battle Bank between then and now!
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 17th September 2026 PM
5 Key Takeaways Include:
* Battle Bank now being fully operational, offering checking, precious metals, foreign currencies, retirement accounts, and more.
* Open only to U.S. and Canadian clients for now; Australia is possibly next; UK/EU not yet available but you can register your interest via website or e-mail.
* MELOC lets clients borrow up to 50% against stored metals as a revolving 5-year credit line (margin calls at 75%, forced sale at 90%).
* Precious metals services include secure storage (segregated/allocated/unallocated) and buying/selling of bullion only.
* Extra features: multi-currency accounts (~20 currencies), alternative-asset IRAs/401ks, and planned principal-protected index deposits.
Contact Information & Previous Recording
Use the buttons below to explore Battle Bank and some of its offerings. These are affiliate links. Please do mention The Contrarian Capitalist when liaising with Battle Bank. Please read the disclosures at the bottom of this post.
Home - Battle Bank
Metals Overview - Battle Bank
Allocated Metals - Battle Bank
High-Yield Cash Account - Battle Bank
Silver, Platinum and Palladium - Battle Bank
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.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
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.
Required disclosures
· Affiliate compensation - We may receive compensation from Battle Bank if you click on our links and open an account or use certain banking products. This compensation comes at no additional cost to you.
· Foreign Currency - FDIC insurance protects your deposit if the bank fails. It does not protect against changes in foreign currency exchange rates or declines in the value of the currency you hold.
· Non-FDIC insured precious metals - Precious metals are not FDIC insured, are not bank guaranteed, and are subject to market risk, including possible loss of principal.
· $30 ATM reimbursement - ATM fee reimbursements of up to $30 per month are available to clients who maintain a minimum average daily balance of $5,000.
· $5 monthly fee - $5 monthly fee daily average monthly balance of $5,000 or more – High Yield Cash Account only (standard)


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