The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 2nd September 2026, sponsored by Adam Fayed.
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Webinar
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
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!
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Podcasts & Posts & Article Links
I mention #10 by Solstice Laboratory in the video, which looks at primarily at Oil and Geopolitics. You can read that article by using the link below.
And Diesel Crack Spreads
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

Contrarian Capitalist Special Offer
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 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!
50% OFF FOREVER
5 small bits of housekeeping
This video was recorded on Monday 31st August 2026 PM UK time
The chart deck was also inserted on Monday 31st August 2026 PM UK time
Please do continue to provide feedback
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.
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10 Key Takeaways
Bitcoin surged around 25% in August, but Tom remains bearish and sees the move as potentially being a bull trap.
$80,000 is a major resistance level for Bitcoin, while a failure there could eventually open the door to much lower prices.
US government bond yields remain elevated, creating a difficult situation for the Federal Reserve and the highly indebted US economy.
Oil remains a major inflation risk, particularly if geopolitical tensions in the Middle East escalate further.
The diesel crack spread has surged to historically elevated levels, potentially increasing costs throughout the real economy.
Agricultural commodities are beginning to trend higher, raising the prospect of further food inflation.
The S&P 500 and Nasdaq remain in strong technical uptrends, despite concerns that US equities are in an extreme valuation bubble.
The Dow has formed a potentially bearish monthly candle, making September and October an important period to watch for equity markets.
Tom Bradshaw’s model has turned bearish on gold and silver, leading him to sell his ETF holdings after substantial gains.
The long-term outlook for precious metals remains bullish, but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes.


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 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