The Contrarian Capitalist Podcast

This Wednesday 22nd July 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.
Mid-week Polymarket market
Silver can definitely move, so I would not rule out it touching $70 between now and the end of the month!
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.
Podcasts & Posts & Article Links
Burnham tells cabinet to tackle living costs at first meeting
Is Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even more)
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 Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.
3 small bits of housekeeping
* This video was recorded on Thursday 16th July 2026 PM UK Time.
* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.
The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion


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 E.M. Burlingame of E.M.’s Newsletter.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Wednesday 15th July 2026 PM UK Time.
E.M. deep dives into:
* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity
* The real history behind Britain’s problems going back to 1688 and the Bank of England
* Why the City of London and a hidden financial system have controlled Britain for centuries
* King Charles III’s possible plan to expose corruption before stepping aside for King William
* The key difference between “restoration” and “revolution” and why restoration is the better path
* How bureaucracy has replaced traditional leaders and what can still be done to fix it
* Why the US and UK face similar problems and how America is responding
* The danger of constant distractions like phones and how to think more clearly
* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind
* Why English-speaking countries need to stand together against these forces
Contact Information & Previous Recordings
Please do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.
Books include:
The Eternal War
The Art of Being a Man
This Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable Man
The Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)
Lord Rothbury
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

The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026
Today’s guest is Jerz, CEO of The Jerz Group.
With nearly 20 years of hands-on experience, Jerz shares how entrepreneurs, digital nomads, and high-net-worth individuals are building robust Plan Bs, including tax residencies, second citizenships, asset protection structures, and offshore setups.
In this episode:
Why Malta is one of the strongest EU plays right now
How Paraguay + Panama structures work perfectly for e-commerce and online businesses
Affordable entry points (yes, you can start for just a few thousand dollars)
CRS updates, foundations vs trusts, and why your Plan B must evolve
Georgia, naturalization paths, and what’s changing in 2026
Contact Details
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 of the contact methods below and please mention that you have come from The Contrarian Capitalist.Phone - +15109859990E-mail - jerz@thejerzway.comX = The Way of Jerz (@TheJerzWay)Website = https://www.thejerzgroup.com/For full disclaimer - The Jerz Group and The Contrarian Capitalist have an informal affiliate partnership set up at the time of recording.


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 15th July 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.
Mid-week Polymarket market
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.
Podcasts & Posts & Article Links
WTI Dips As US Crude Production Hits Record High, SPR Draw Slows, Cushing Remains At ‘Tank Bottoms’ | ZeroHedge
Major bond collapse ahead - by Alasdair Macleod
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