The Contrarian Capitalist Podcast

Today’s episode guest is Rob Connors aka The Crude Chronicles, who has +15 years as a sell side research analyst covering various companies in the oil & gas, industrials, transportation and aerospace & defence sectors.
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NB - Recorded on Wednesday 18th February 2026 PM
The FULL chart deck is available to paid subscribers
The Crude Chronicles discusses:
* A 30,000ft view of the current state of the Oil markets
* Why the current supply and demand narrative doesn’t quite add up
* What 800 years of commodity history shows us is coming down the road
* Problems in the Permian?
* Tracking marginal supply and costs in oil production, including why the cost of supply is critical moving forwards and well productivity growth
* USA & Saudi Arabian Oil relations - is there a deal behind the scenes until after the mid-terms?
* Rials/USD mechanics and why that is imperative for the balance sheet outlook of Saudi Arabia
* Key metrics you need to look at in order to pick oil companies to invest in
* EBITDA, DD&A and much more
Contact Information & an article to read
Email: [email protected]
Website: thecrudechronicles.substack.com - The Crude Chronicles
Twitter/X: @crudechronicle
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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.



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Today’s episode features GoldCore CSO (Chief Strategy Officer) Dave Russell.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Wednesday 18th February AM
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
US Website - https://www.goldcore.com/?ap_id=contrariancapitalistUK Website - https://www.goldcore.co.uk/?ap_id=contrariancapitalistROI Website - https://www.goldcore.ie/?ap_id=contrariancapitalist
Dave Russell, CSO of GoldCore, discusses:
* Recent price movements in Gold and Silver and why they happened, and whether or not people should be concerned by them
* The psychological difference between being a trader and owning physical bullion
* Derivatives markets, Open Interest and the importance of understanding what is going on in those markets
* A Layman’s term explanation of the paper silver market and why the current paper to physical silver ratio is north of 300:1
* Why Gold is still the key commodity to watch
* LBMA, COMEX & the SGE
* Hecla’s Q4 results and where that Silver has headed
* Why Gold is potentially becoming a Giffin Good
* The Psychology of Money
* And more
Contact Information
UK Phone: +44 203 086 9200
Ireland Phone: +353 1 632 5010
USA Phone: +1 888 381 8130
Email: [email protected]
Social Medias: X, YouTube and LinkedIn
Unlock Exclusive Access
Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.
Thank you for being part of The Contrarian Capitalist community!
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.
Please also note that I am a customer of GoldCore and that the GoldCore links above are affiliate links. If you choose to use them, I may receive a commission at no additional cost to you. I only share organisations and events I am personally comfortable aligning with.


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Welcome to Mid-Week Macro for Wednesday 18th February 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* A snapshot look at equities and commodities chart
* The Free Asset Confidentially Webinar on Friday 20th February 2026
* Where Oil is and what could happen moving forwards
* And much more!
Free Asset Confidentially Webinar
International expert Adam Fayed and I are hosting an Asset Confidentially Webinar on Friday 20th February 19:00 CST, where we will be exploring:
• Protecting the confidentiality of your assets, including stocks, gold, bitcoin, property, and more
• Strategies to internationalize your assets while enhancing privacy and security
If you’re unable to attend live then no problem, simply sign up and you’ll receive a free recording of the webinar.
If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.
Upgrade to Paid
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, and it is a quick look at the latest odds on a rate cut change for the Fed in March. In short, not happening and I totally agree with this.
Please do subscribe to Polymarket on Substack.
Podcasts & Posts
Syntholene CEO Dan Sutton sat down and went through how Syntholene can make synthetic jet fuel for 70% less than the current market price, and much more.
GoldCore’s Dave Russell explained the paper silver market, multiple disparities that exist and much more in our wide-ranging gold and silver conversation.
The Crude Chronicles went through an excellent chart-deck, geopolitics and why Oil really has to be at $90 a barrel.
Northstar Badcharts’ Kevin & Patrick were both on this recording, and went through why Bitcoin is in a bear market relative to gold, equities markets, oil and why there still is no ‘safe’ entry into Silver.
News Links
Yields Jump After Extremely Ugly, Tailing 20Y Auction Sees Lowest Foreign Demand Since 2021
Trump DOJ Blocks Largest Copper, Gold, And Silver Extraction Site In The US Over Salmon, Sending Stock Tumbling


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 and video features Northstar Badcharts co-founders Kevin Wadsworth and Patrick Karim.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 17th February PM
Unlock Exclusive Access
Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.
Thank you for being part of The Contrarian Capitalist community!
Kevin & Patrick go through a fantastic chart deck that includes:
* The power of pricing commodities and markets in gold
* Bitcoin when priced in gold, and why it doesn’t paint a pretty picture for the former
* S&P to 8,000 before a massive crash?
* What the Dow Jones and NASDAQ are telling us
* An update on the capital rotation event. Where we are and what is likely to happen moving forwards
* Other currencies compared to the DXY
* Gold to Silver ratio and why there is still no safe entry point for Silver
* Why timeframes matter when making financial and investment decisions
* And much more
Contact Information, Special Discount & Previous Recordings
You can find Northstar (Kevin) on X, Badcharts (Patrick) on X and on the website at Northstarbadcharts.com.
Contrarian Capitalists can get a 50% discount by entering the code nsbclifetime50 at checkout.
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

Today’s episode guest is Dan Sutton, CEO of Syntholene Energy.
Syntholene is actively commercializing a new production pathway for low-cost clean fuel synthesis. The target output is ultrapure synthetic jet fuel, manufactured at 70% lower cost than the nearest competing technology. The Company’s mission is to deliver the world’s first high-performance, low-cost, and carbon-neutral synthetic fuel at an industrial scale.
TSXV: ESAF
FSE: 3DD0
OTCQB: SYNTF
NB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Monday 16th February 2026 PM
This wide-ranging conversation with Dan Sutton, CEO of Syntholene, looks at:
* The energy processes behind Syntholene, including work done at the Idaho National Laboratory
* Game changing geo-thermal energy and how it works
* The importance of working within the right energy jurisdiction
* How and why Syntholene can create synthetic jet fuel for 70% less than the current market offers
* How Syntholene aims to capitalise on regulatory demand (e.g., EU SAF mandates and subsidies) and global decarbonisation goals
* The overall supply and demand outlooks for the EU and UK
* The Team and private investors that are working with Syntholene
* And much more
Contact Information
Twitter / X = https://x.com/syntholene
LinkedIn = https://www.linkedin.com/company/syntholene-energy
YouTube = https://www.youtube.com/@SyntholeneEnergy
Website = Syntholene Energy
Investors = Q1 2026 Investor Presentation
TSXV: ESAF
FSE: 3DD0
OTCQB: SYNTF
NB - At the time of recording Syntholene the OTC is ready and available but the DTC is pending. This could take days or weeks to complete.
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
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.
Please also note that The Contrarian Capitalist does not have a position in Syntholene Energy at the time of this 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