The Contrarian Capitalist Podcast

Could today’s silver-stock correction be creating tomorrow’s 25–50 baggers?
Don Durrett returns to The Contrarian Capitalist to discuss where he sees that potential, what he’s been buying, and what needs to go right for those returns to materialise.
We cover:
Potential 25–50 baggers: His silver-stock candidates and the assumptions behind their upside.
What makes a promising investment: Strong insiders, development costs, production timelines and the risk of an early takeover.
The bigger picture: His outlook for $7,000–$8,000 gold and $150–$200 silver—and why another correction could come first.
These are long-term scenarios dependent on sustained higher metals prices and successful development. As Don explains, you can identify potential winners without knowing which companies will ultimately deliver.
Contact Information & Further Reading
You can find Don Durrett at Don’s Newsletter, on X, at Gold Stock Data and on YouTube.
His personal website is dondurrett.com.
Books discussed:
How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining Stocks
The Path Forward: A Shift Into a New Era
Recorded on 10 November 2026. For information and discussion only; not personalised investment advice.


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Today’s podcast guest is Chris Irons of QTR’s Fringe Finance.
3 main topics of note:
* NVIDIA and the AI trade. How exposure through index funds and across the AI supply chain could spread the impact of a sell-off.
* Anthropic and the race for capital. Why Irons sees a potential IPO as part of a wider scramble to finance AI spending as credit gets more expensive.
* The danger of buying the dip. Why a sharp rebound can disguise deeper weakness, and what Irons is watching in crypto, bonds and gold.
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Listen to the audio podcast
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Recorded: 10th November 2026
Contact Information & Previous Recordings
You can connect on Substack at QTR’s Fringe Finance
Or on X at QTRResearch
The previous recording from February 2025 is below.
Anthropic set for $1.3tn stock market debut despite 'catastrophic' AI warning
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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.


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Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.
3 things we discuss:
* Oil prices fell, but supply is still tight. Jack explains what Hormuz exposed and how refilling strategic reserves could support crude demand.
* Europe faces tougher competition for LNG. Jack looks at what happens when European and Asian buyers chase the same cargoes this winter.
* Where Jack sees opportunity in oil and gas. He explains why he’s watching infrastructure companies after a strong run for refiners, and where Canada and Venezuela fit in.
Enjoy the full video above on Substack, without YouTube advertising.
Listen to the audio podcast
Substack video is above
Prefer YouTube? Watch the interview on YouTube and, if you enjoy the conversation, please give it a like and subscribe to The Contrarian Capitalist.
Recorded: 10th November 2026
Contact Information & Previous Recordings
You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.
You can listen to our previous from December 2025 and March 2026 below:
Enjoying The Contrarian Capitalist?
Our interviews are free because independent perspectives should be accessible to everyone.
Paid subscribers help support that work and receive additional analysis, including our weekly Commodity Wrap and Market Wrap, Monthly Contrarian Briefing, CC Chat and full premium archive.
If you value independent thinking on commodities, markets and macro risks, consider becoming a paid subscriber.
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

Today’s podcast guest is Tavi Costa, Founder and CEO of Azuria Capital LLC.
Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.
3 things Tavi discusses:
* Why silver miners over copper miners?
* Correction or the end of the bull market?
* Why buy during the weakness?
Enjoy the full video above on Substack, without YouTube advertising.
Listen to the audio podcast
Substack video is above
Prefer YouTube? Watch the interview on YouTube and please give it a like and subscribe to The Contrarian Capitalist.
Recorded: 5th November 2026
Contact Information & Previous Recording
You can connect with Tavi Costa on Substack
On X
On LinkedIn and also Azuria Capital on LinkedIn
For accredited and qualified investors that want to know more about the fund, then please e-mail Tavi at tavi@azuriacapital.com - Please mention The Contrarian Capitalist
Enjoying The Contrarian Capitalist?
Our interviews are free because independent perspectives should be accessible to everyone.
Paid subscribers help support that work and receive additional analysis, including our weekly Commodity Wrap and Market Wrap, Monthly Contrarian Briefing, CC Chat and full premium archive.
If you value independent thinking on commodities, markets and macro risks, consider becoming a paid subscriber.
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

This Wednesday 4th November 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining Inc. (CSE: NOM | OTC: NRRSF | FRA: LXZ1) owns the Choquelimpie Project - a past-producing gold-silver mine in northern Chile with a current NI 43-101 mineral resource estimate of 2,184,000 indicated gold equivalent ounces and 557,000 inferred gold equivalent ounces. Supported by established infrastructure and high-grade intercepts from surface, Choquelimpie presents a rare exploration and development opportunity in a proven jurisdiction.


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