The Contrarian Capitalist Podcast

NB - I quoted the special offer in the video in USD. My apologies as that was meant to be in British Pounds. 50% off for life brings the price down to £40 per year (circa $53 USD)
https://contrariancapitalist.substack.com/july4special
Welcome to Mid-Week Macro for Wednesday 1st July 2026, sponsored by Adam Fayed.
Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.
In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:
* What asset confidentiality really means and why it matters now more than ever
* Legal structures that deliver genuine privacy
* Smart alternatives to prenuptial agreements
Wednesday 8 July 2026
* 02:00 PST
* 05:00 EST
* 10:00 UK
* 11:00 CET
* 19:00 Sydney
Can’t attend live? No problem, register and we’ll send you the full recording for free.
Annual Subscription → Normally $110 → Now Just $55!
Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.
This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!
Mid-week Polymarket market
Not many seem to think anything will happen on 4th July with regards to a monetary reset. We shall see!
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.
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
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!
NB - This is not an affiliate link
Podcasts & Posts & Article Links
Mahmood announces new refugee sponsorship route into UK - sounds like a great opportunity for more fraud!
Bitcoin: Broken, Or Bottoming?
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 the Monthly Wrap for June 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.
5 small bits of housekeeping
* This video was recorded on Tuesday 30th June 2026 PM UK time
* The chart deck was also inserted on Tuesday 30th June 2026 PM UK time
* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.
* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.
Annual Subscription → Normally $110 → Now Just $55!
Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.
This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!
https://contrariancapitalist.substack.com/july4special
Quote of the Month
"The four most dangerous words in investing are, it’s different this time."
Sir John Templeton
Move of the Month
SILVER 🔴
June Close = $58.51 - DOWN -$16.78 (-22.29%)
Chart Deck
GOLD 🔴
June Close = $4,006.29 - DOWN -$531.87 (-11.72%)
BITCOIN 🔴
June Close = $58,517 - DOWN -$15,051 (-20.46%)

COPPER (per lb USD) 🔴
June Close = $6.24 - DOWN -$0.14 (-2.26%)
PLATINUM SPOT 🔴
June Close = $1,551.30 - DOWN -$369.90 (-19.25%)
PALLADIUM SPOT 🔴
June Close = $1,208.15 - DOWN -$148.52 (-10.95%)
URANIUM U308 FUTURES 🟢
June Close = $85.25 - UP +$0.35 (+0.41%)
NATURAL GAS (Henry Hub Natural Gas Spot Price) 🟢
June Close = $3.231 - UP +$0.085 (+2.70%)
Dutch TTF Natural Gas Month Futures 🔴
June Close = €43.445 - DOWN -€2.555 (-5.56%)
WTI (West Texas Intermediate) 🔴
June Close = $70.02 - DOWN -$17.73 (-20.21%)
BRENT CRUDE 🔴
June Close = $72.92 - DOWN -$18.10 (-19.88%)
DOW JONES 🟢
June Close = 52,323.24 - UP +1,286.15 points (+2.52%)
NASDAQ 🔴
June Close = 30,276.36 - DOWN -56.82 points (-0.19%)
S & P 500 🔴
June Close = 7,499.35 - DOWN -80.70 points (-1.06%)
RUSSELL 2000 🟢
June Close = 3,024.37 - UP +105.03 points (+3.60%)
FTSE 100 🟢
June Close = 10,516.8 - UP +149.3 points (+1.44%)
FTSE 250 🔴
June Close = 23,133 - DOWN -370 points (-1.57%)
DAX 🔴
June Close = 24,995.81 - DOWN -108.89 points (-0.43%)
KOSPI 🟢
June Close = 8,476.48 - UP +0.33 points (+0.00%)
NIKKEI 🟢
June Close = 70,850 - UP +4,652 points (+7.03%)
HANG SENG 🔴
June Close = 22,881.03 - DOWN -2,301.37 points (-9.14%)
Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment below!


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

Polymath Investor Mauricio Heck explains the habits, frameworks and productivity systems used by top investors to think better, research faster and build lasting success.
Annual Subscription → Normally $110 → Now Just $55!
Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.
This 50% discount applies to all annual subscriptions taken before Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!
https://contrariancapitalist.substack.com/july4special


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 Thursday 25th June 2026, sponsored by Adam Fayed.
Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.
In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:
* What asset confidentiality really means and why it matters now more than ever
* Legal structures that deliver genuine privacy
* Smart alternatives to prenuptial agreements
Wednesday 8 July 2026
* 02:00 PST
* 05:00 EST
* 10:00 UK
* 11:00 CET
* 19:00 Sydney
Can’t attend live? No problem, register and we’ll send you the full recording for free.
Mid-week Polymarket market
Between $3,800 and $4,200 is pretty solid to me.
Don’t rule out a dip below $3,800 though as that would really ruin sentiment!
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.
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
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!
NB - This is not an affiliate link
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
As per Michael A. Arouet on X
75% Of US GDP Growth In The First Quarter Was Due To AI | ZeroHedge
Bitcoin Tumbles As Strategy Slammed, Faces Massive $10 Billion Option Expiry | ZeroHedge
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 17th June 2026, sponsored by Adam Fayed.
Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.
In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:
* What asset confidentiality really means and why it matters now more than ever
* Legal structures that deliver genuine privacy
* Smart alternatives to prenuptial agreements
Wednesday 8 July 2026
* 02:00 PST
* 05:00 EST
* 10:00 UK
* 11:00 CET
* 19:00 Sydney
Can’t attend live? No problem, register and we’ll send you the full recording for free.
Mid-week Polymarket market
Seems like the best course of action might be to do nothing at all. The Fed Rate decision for July already has a very high chance of no change.
Will other banks raising between now and then twist their hand? We shall see.
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.
Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.
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!
NB - This is not an affiliate link
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
Fed Holds Rates Unchanged (As Expected), ‘Dots’ Signal Hawkish Bias As Warsh Takes Over | ZeroHedge
Trump Admits US Was Weeks Away From “Running Out Of Reserves” When Iran Deal Struck | ZeroHedge
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