The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 25th February 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* Thank you for everyone that attending the Free Asset Confidentially Webinar with Adam Fayed. Adam will be getting one of his main contacts on another webinar with myself in due course. Watch this space.
* Mexican Mining Outlook
* CME ‘issues’
* And much more!
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Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro, and today’s market looks at the Presidential odds for 2028.
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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
CME Halts All Metals, NatGas Markets Due To “Technical Issues”


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Today’s episode features John Butler, Author of The Amphora Report and an international investment consultant. Former FinTech CEO, hedge fund CIO, and MD at Deutsche Bank and Lehman Brothers.
NB - Recorded on Tuesday 24th February 2026 AM
John Butler discusses:
- Mexican Cartels, mining and the impacts of jurisdiction risk in Mexico
- Why he got out of his Silver trade in January 2026
- The important mentality difference between trading and holding physical bullion
- Using RAM to analyse opportunities within the markets- Decades of gold manipulation
- Yamashita’s Gold and does the US have more than it wants to admit?
- Will the USA do something special on 4th July 2026?
- And much more
- You can find and connect with John on Substack at - https://theamphorareport.substack.com/
On LinkedIn at https://www.linkedin.com/in/john-butler-8562678/
And on Twitter/X at @butlergoldrevo


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 episode features the excellent Ozeco of Crack The Market. Ozeco requested to remain anonymous, which is why the video is a blank video. This is more of a conversation rather than a Q&A, and focuses on electrification, AI and which commodities stand to benefit the most from this ongoing energy transition.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Monday 23rd February 2026 PM
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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.


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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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Subscribe to The Contrarian Capitalist
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 features GoldCore CSO (Chief Strategy Officer) Dave Russell.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
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.


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