The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 26th August 2026, sponsored by Adam Fayed.
Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!
Tuesday 29th September 08:00 EST, 13:00 UK
Can’t attend live? No problem, register and we’ll send you the full recording for free.
Mid-week Polymarket market
Sometimes the best thing to do is to do nothing!
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
Normal Brits Are Unwittingly Funding Pro-Illegal Migrant Charities
Household energy bills to hit three-year high as Ofgem announces 4% rise from October
“Buffers Running Down Quickly”: HSBC Warns Next Global Food Shock Brewing
Canada announces ‘dollar-for-dollar’ retaliatory tariffs on US as high as 50%
Fed’s Favorite Inflation Indicator Ticks Up In July As Americans Suddenly Start Saving More
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 Robert Kientz, founder of The Freedom Report, market analyst, financial educator, author and precious metals industry participant.
He focuses on macroeconomic analysis, government monetary policy, the U.S. dollar, gold and silver markets, COMEX/LBMA dynamics, de-dollarization, Austrian economics, and sound money advocacy, often from a libertarian perspective
AUDIO IS AVAILABLE HERE
Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST
NB - Recorded on Monday 24th August 2026 PM UK Time.
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In this wide-ranging conversation, Robert discusses:
* Why US debt has reached ~$40 trillion alongside a $1.9 trillion deficit this year
* How debt-to-GDP of 115–125% sits far past the 90% “point of no return”
* The $16 trillion in interest costs due over the next decade
* Why 10-year Treasury yields near 5% are historically unsustainable at this debt level
* The lack of any realistic political path to deep cuts in entitlements or military spending
* How Fed and Treasury tools are exhausted and largely inflationary
* Accelerating BRICS de-dollarization, SWIFT alternatives, and the fading petrodollar
* Why midterms won’t solve the problem when both parties continue heavy spending
* America following the classic 250-year cycle of dominant nations
* Gold, silver, and real resources as the practical way for individuals to prepare
* And much more
Contact Information
You can connect with Robert on Substack at Robert Kientz, On X and you can find other social media links at Libertarian Media
Deep Dive into World Silver Inventories and Potential Coming Price Shocks
Get a FREE copy of Rob’s book by e-mailing Rob at libertarianmedia@proton.me and mentioning The Contrarian Capitalist
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 19th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Mid-week Polymarket market
Gold definitely got a boost today. But how high will it go in August? Polymarket has 90% of over $4,500. I would say that that is very likely at the moment. I wouldn’t be so sure about $4,600 in August though.
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
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, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.
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.
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
SK Hynix Unleashes South Korea’s Biggest-Ever ‘Buyback Bazooka’ To Halt Stock Rout
WSJ Catches Up, Discovers AI’s Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
Here Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury Buybacks
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 Chart of the Month for August 2026 with The Contrarian Capitalist and Tom Bradshaw.
4 small bits of housekeeping
* This video was recorded on Saturday 15th August 2026 AM UK Time.
* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please continue to provide feedback. Thank you, Vincent, for suggesting a bullet pointed summary of the transcript, which is below.
* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.
Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)
* Gold-to-S&P ratio chart shows a long-term bullish cup-and-handle pattern since 1974.
* A major resistance line connects peaks from 1980, 2011, and 2026.
* Past hits to this line caused big pullbacks (98% then 78%); the next retest may break higher.
* Today the S&P is much more overvalued than gold (about 6 times more).
* Gold can outperform the S&P either by rising faster or by falling less in a market drop.
* Gold is still a bit expensive, so keeping some cash (in short-term Treasuries) is smart for flexibility.
* A breakout could be sharp and sudden, with gold possibly reaching $9,000 by late 2028.
* If you have no gold yet, consider starting a position even now.
* Cash or short-term bonds help you buy cheaper later if prices drop.
NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.


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 12th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Mid-week Polymarket market
As mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
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, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.
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.
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
Rate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedge
WTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedge
Los Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC Sport
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