The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 10th June 2026, 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
Market rates isn’t something that was covered in this video, but they will be in the Market Wrap this coming weekend.
The ECB might have risen rates by the time you read this, the BoJ is likely to do the same, and Indonesia has risen rates this week to the best of my knowledge.
Will The Fed raise in June? Unlikely according to Polymarket and the general consensus.
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
“Device-Level” Nudity Detection: UK Gov’t Blackmailing Public Into Digital ID
Russia’s fuel crisis intensifies as Ukraine steps up strikes on occupied territories - BBC News
Bill debt soars but many don’t know help is available
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

In this episode, Fernando de Cevallos discusses:
His background, why he chose Paraguay as a base, and the opportunities he identified in Ciudad del Este.
Why Paraguay is attracting growing international interest, including its business environment, investment climate, and strategic position in South America.
The history, geography, and economic fundamentals of Ciudad del Este, including its location on the Triple Frontier and how it differs from Asunción.
Real estate opportunities in Ciudad del Este, including apartment projects, pricing, amenities, ownership costs, maintenance, and potential exit strategies.
Who these investment opportunities are best suited for, who they may not be suitable for, and practical considerations such as moving capital into Paraguay.
The broader Paraguay story, including historical context, infrastructure development, long term growth drivers, and Fernando’s outlook for the region.


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 3rd June 2026.
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
Last week we checked in on the NBA 2026 Champion market and highlighted the New York Knicks’ blistering 11-0 record in this year’s playoffs.
I thought that the Oklahoma City Thunder would get past the San Antonio Spurs, especially as they were up 3-2 (in a best of seven) at the time of writing last week’s Mid-Week Macro.
The Spurs eventually won that best of seven series 4-3 and I am still surprised that the Knicks are still only at a 36% chance of winning. They have had much more rest, and I think that they will ride the momentum wave to the title. We shall see!
Plan B
The US LLC with The Jerz Group has now been setup and so too has banking. This is to help The Contrarian Capitalist in general and also for personal and family positions.
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.
Podcasts & Posts & Article Links
Peter Murrell used fake invoices to cover up £400,000 spending spree
Police bodycam shows officers handcuffing Henry Nowak
Gold overtakes US Treasuries as top global reserve asset


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 episode features the excellent Doomberg.
AUDIO IS AVAILABLE HERE
Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST
NB - Recorded on Monday 1st June PM Eastern Time.
Doomberg deep dives into:
* The current state of play in the Middle East and the broad range of possibilities that could occur both geopolitically and within energy, depending on how the war plays out.
* The UK, EU and how they are very susceptible to the worst-case scenario from an energy perspective.
* Why there is no propaganda quite like British propaganda.
* The dis-importance of the 21st round of EU sanctions on Russia, and the relative importance of Russia banning the export of Jet fuel until the end of November 2026.
* The current state of the USA and the key differences in approaches that you can take when you live near a superpower.
* And much more
Contact Information, Previous Episodes & Articles of Note
It was incredibly eye opening to be able to chat with Doomberg. Please do go and check out Doomberg’s Substack and the website at www.doomberg.com
Our 3 previous conversations are below!
Doomberg also mentioned the Classics Read Aloud Substack. Please do go and check that out at Classics Read Aloud | Substack.
Russia bans aviation fuel exports until November 30 | Reuters
EU may keep Russian oil price cap unchanged at $44 per barrel to pressure Moscow | Reuters
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.


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

Ted J Butler works with Ronnie Stoeferle on the In Gold We Trust Report, also for the Sound Money Report on Substack, David Morgan for The Morgan Report, and with Peter Krauth covering Silver Mining Stocks for the Silver Advisor.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Friday 29th May PM Eastern Time.
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!
Topics covered in this podcast include:
* Key takeaways from the silver section that Ted worked on for the In Gold We Trust Report.
* What you have to look for when analysing mining companies and the general case for silver miners, which includes highlighting current profit margins and why the miners might be better
* Why Silver is still in short supply due to a lack of mine production, and why this will likely lead to continued deficits for the foreseeable future.
* Solar Demand: Why the demand destruction bear case is hyperbolic in light of elevated oil prices.
* Emerging Industrial Demand. Are data centres and EV’s/EV batteries to become Solar’s successor?
* And much more
Contact Information & Previous Recording
Ted J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan Report
You can also connect with Ted J Butler on LinkedIn.
Please do check out the Sound Money Report too.
Our previous conversations can be found below
Disclaimer
Nothing in this 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