The Contrarian Capitalist Podcast

Today’s guest is John Johnston aka Alyosha of the excellent Market Vibes Substack.
John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Thursday 9th April 2026 AM
JJ talks in detail about:
Oil latest, why it is good for the US market and why Oil is likely to head down to $60 moving forwards (and possibly lower than that)
Various signals and why the markets are essentially telling us to keep calm and carry on at present
US/Iran/Israel latest and why Washington has to answer every time Israel calls
Why US pipeline companies are worth looking exploring in more depth
1 potentially excellent Contrarian play on the table at the moment
Why now is not necessarily the best time to try and trade gold and silver
And much more


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Today’s podcast/video features The Brawl Street Journal, a publication that focuses on markets, energy, and the collision between regulation and reality.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Friday 10th April 2026 AM

Welcome to Mid-Week Macro for Wednesday 8th April 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
Get your tickets to the RULE SYMPOSIUM 2026
This post and video are FREE for everyone, and discusses:
* Why you shouldn’t trust the ceasefire
* Short term equity and commodity outlooks
* Warning signs across the board
* And much more!
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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.
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Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.
I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!
Please do subscribe to Polymarket on Substack.
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.
I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my 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 and please mention The Contrarian Capitalist when you get in touch with them.
Jeremy will likely be on the show in due course.
Podcasts & Posts & Article Links
German men need military permit for extended stays abroad
DOE FY27 Budget Requests $45 Billion in Nuclear Funding


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/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Friday 3rd April 2026 Mexico City time.
The Royalty King discusses:
* The Permian Basin and its importance with regards to Oil, Natural Gas and Water
* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems
* Industry-Level Water Usage and Challenges
* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)
* And much more
Contact Information & Article Recommendation
You can connect with The Royalty King on Substack and on X.
The raw study PDF file can be found in the article below:
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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 Mid-Week Macro for Wednesday 1st April 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
Get your tickets to the RULE SYMPOSIUM 2026
This post and video are FREE for everyone, and discusses:
* What the hell’s going on out here
* 1 Contrarian Commodity worth keeping an eye out for
* 2 potential scenarios for what happens next
* And much more!
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
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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!
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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
Thank you Polymarket for sponsoring the mid-week macro. Today’s market is another look-in at the Strait of Hormuz. Traffic is not going to return to normal anytime soon in my opinion, so I think that even 20% is too high at the time of writing.
Please do subscribe to Polymarket on Substack.
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.
Podcasts & Posts & Article Links
Markets Have Returned To Taking Headlines As Gospel | ZeroHedge
Palantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? | ZeroHedge
WTI Dips After Big Crude Inventory Build, US Production Slows | ZeroHedge
Brazil Is Quietly Becoming The Cleanest EM Trade | ZeroHedge


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