The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 11th February 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Japanese election results and what that means moving forwards
* A snapshot view of equities and commodities markets
* The Free Asset Confidentially Webinar on Friday 20th February 2026
* 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. My dissatisfaction for how the UK is run is the theme of this week. No matter how bad things back, I unfortunately don’t see Sir Keir Starmer resigning anytime soon!
I think he will remain into 2027.
Please do subscribe to Polymarket on Substack.
Podcasts & Posts
News Links
“Today, We Are Preparing For War”: French Defense Chief Says Europe Has Until 2030, Cites Russia As Biggest Threat | ZeroHedge
Macron urges Europe to start acting like world power
Japan election: Can Sanae Takaichi fix the economy?
Japan election results confirm super-majority of 315 seats for Takaichi’s party
“Train Wreck” US Adds $481 Billion In Debt In 3 Months
Historic Negative Jobs Revisions: 1 Million Fewer Jobs Added In 2025, Only 15,000 Avg Jobs Monthly
Public Trust In US Government Nears Historic Lows


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 is another incredibly wide-ranging conversation with Tom Luongo from Gold, Goats ‘N Guns.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Friday 6th February 2026 AM
As per our previous conversations, it was simply a case of turning on the microphone and letting the conversation flow.
A wide range of subjects were covered, including:
* The US Mid-terms and the polling problem
* Silver and what is going on behind the scenes. Is JP Morgan long?
* The Donroe-Doctrine and why the USA must win at all costs
* Why General George S. Patton is Tom’s favourite American
* Why the US didn’t really win WWII, but why it now has to win at all costs
* Trump, NATO, 4 powers at play and what is likely to happen moving forwards
* The importance of having wiggle room when writing & commentating on the markets and geopolitical events
* And much more
Contact Information & Previous Recordings
Websites
https://tomluongo.me/ AND https://goldgoatsnguns.com/
Patreon
https://www.patreon.com/GoldGoatsNGuns
X
https://x.com/TFL1728
Our previous 2 conversations are below:
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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.


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 Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Wednesday 4th February 2026 PM
This wide-ranging conversation covers:
* The current state of play in the world
* Recent gold and commodities volatility, and what this tells
* The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening
* DXY strength and what happens if it remains stronger for longer
* Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want?
* What is likely to break the markets first
* The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president.
* THE rules-based order and how and why the Trump Administration are breaking them down
* US dollar stablecoins, a geopolitical weapon that the US can (and will) use
* And much more
Contact Information
You can connect with Brent Johnson/Santiago Capital at:
Substack at Santiago Capital
Santiago Capital X page
Santiago Capital website
Or at the excellent Milkshakes Pod on YouTube or X
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.


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 Mid-Week Macro is sponsored by First Phosphate
First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF
Welcome to Mid-Week Macro for Wednesday 4th February 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Are Gold and Silver starting to rebound?
* Was the dump due to the launching of a $12B minerals vault to cut China reliance
* A check in on the markets
* And much more
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. We look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that!
Please do subscribe to Polymarket on Substack.
Podcasts & Posts
And a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan.
Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in.
Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks Next
News Links
Trump launches $12B minerals vault to cut China reliance
JPMorgan sees gold price reaching $6,300 by year-end
Kazatomprom plans 9% uranium output rise this year
Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy
Japan Is Normalizing: Risks To The Yen Carry Trade
January US Jobs Report Rescheduled For February 11
No Global Recession In 2026, But Period Of Poor Growth Continues
Thank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video!


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 ex Southampton FC and England football legend Matt Le Tissier.
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 3rd February 2026 AM
Topics covered in this podcast/video include:
* A brief history of Matt’s playing and broadcasting career
* How and why Matt’s broadcasting career ended abruptly in 2020
* How a couple of conversations in 2020 changed Matt’s worldview
* Why it is imperative that we learn to think critically and challenge each other’s views in a healthy way
* A brief trip inside the world of broadcasting, their demands and the powers that be
* The Epstein files, people being chucked under the bus, government control and why it is important to make examples out of a few
* State Power, the growing division of society, and a post-Covid World
* And much more
Latest on the Epstein files/Peter Mandelson
Contact Information
Matt’s Website
Or follow Matt on X
Matt is also an Ambassador for Supreme CBD. Use code Tiss40 for 40% discount at the checkout
Matt Le Tissier's Greatest Goals | Premier League Legends (must watch for those that might not know much about Matt’s playing career).
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!
Subscribe to The Contrarian Capitalist
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