The Contrarian Capitalist Podcast

Today’s episode features Gold Investor Research author Chris Rutherglen.
Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Thursday 22nd January 2026 AM
Topics covered in this podcast/video include:
* Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen
* How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle
* Commitments of Traders (CoT); what it is and why it matters
* M2 Money Supply and what it shows long-term for gold and silver prices
* ICL’s, ICH’s and Long-Term cycle levels for gold and silver
* The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively
* And much more
Contact Information
You can connect with Chris on Substack at Gold Investor Research
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DISCLAIMER: Nothing in this podcast 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.


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Today’s episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Wednesday 21st January 2026 AM
Tom discusses:
* Recessionary Indicators that show that a US recession is very likely to happen
* How long and deep a coming US recession will likely be
* Treasury, Gold, Silver & Oil predictions for 2026
* Will there be a liquidity panic driven sell off in gold this year?
* Why the DXY could surprise to the upside in 2026
* Potential portfolio positioning for 2026 and beyond
* And much more
Contact Information & Previous Conversation
You can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.
Our previous conversation from December 2025 is below:
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This is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast 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.


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Welcome to Mid-Week Macro for Wednesday 21st January 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Trump, tariffs, markets and mechanics
* Davos, Greenland, NATO and the EU
* A look in at commodities markets and other markets of notes thus far
* Why your eyes should be on Japan
* And much more
NB - Apologies if you heard any banging or crashing during the course of this video. My delightful and wonderful neighbours were cleaning or just banging around for fun!
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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.
My computers screenshot taker has decided not to work, but the market of the week is looking at whether or not Trump/USA will acquire Greenland before 2027. There is currently a 20% chance of this happening. I have a feeling that this will actually happen somehow!
Please do subscribe to Polymarket on Substack.
Podcasts & Posts
News Links
Trump, Davos and Greenland latest
Ukraine Is Defending Itself With Money Europe Doesn’t Have
UK households to get £15bn for solar and green tech to lower energy bills
Government to offer cash payouts for people in financial crisis
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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 Paul Musson, a professional investor managing $10 billion in assets and also with over 30 years of experience. Paul is also the author of Capital Offence: Why Some Benefit at Your Expense.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Monday 19th January 2026 PM
Topics covered…


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Today’s guest is Jon Forrest Little, publisher of The Silver Academy.
Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Monday 19th January 2026 AM
In another straight talking and no holds barred episode, Jon dives into:
* China launching QE as of Jan 2026
* The industrial and retail demand cases for Silver
* Price distortions between Eastern and Western Silver, and what they mean
* Why Gold breaking out from equities is a crucial indicator for Silver
* Why exposure to miners could be more profitable than holding physical Silver
* The Fourth Transformation and why this matters for Mexican miners
* Potential Nationalisation of mining companies/resource companies
* 4 mining companies to keep an eye on
* And much more
Contact Information
You can connect with Jon at The Silver Academy.
The Silver Academy articles mentioned include:
Upgrade to Paid
This is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast 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