The Contrarian Capitalist Podcast

This Wednesday 29th July 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
With a nothingburger today, the odds of no rate cuts in 2026 have slightly further increased.
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
Fauci’s Diary Reveals Collusion With Obama to Debunk Beagle Torture Program | ZeroHedge
Fauci pleads the 5th
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 John Passalacqua, CEO and Director of First Phosphate.
First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF
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NB - Recorded on Monday 2nd February 2026 AM
John Passalacqua, CEO of First Phosphate, explains:
* The different types of phosphate that exist
* The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA)
* LFP uses, current supply and demand dynamics and why the future is very bright
* How First Phosphate is positioned to take advantage of this situation
* CATL, China’s largest producer and their recent large orders.
* Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site
* The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain
* Shares, managements skin in the game and the team that make up First Phosphate
* How much of an impact the phosphate price is on operations
* Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze
* And much more
Useful Company Information/Press Releases
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF
First Phosphate Website
First Phosphate LinkedIn
First Phosphate X
First Phosphate YouTube
First Phosphate general corporate video:
Mine site video:
https://www.firstphosphate.com/BeginLamarche3D
Latest visit by Natural Resources Minister Hodgson to our future phosphate processing site:
https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/
Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?:
We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present:
https://firstphosphate.com/first-phosphate-port-saguenay-agreement/
We recently created the first LFP batteries from fully North American critical minerals:
https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/
This development was presented at the OREBA3 conference in Montreal:
The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors.
It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region!
A recent post from the Belgian Embassy in Ottawa:
https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/?
Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders.
https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/
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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.
Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording.


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 22nd July 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
Silver can definitely move, so I would not rule out it touching $70 between now and the end of the month!
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.
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
Burnham tells cabinet to tackle living costs at first meeting
Is Andy Burnham promising a new dawn for North Sea oil and gas? (Yes, but only to milk the cow even 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

Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.
3 small bits of housekeeping
* This video was recorded on Thursday 16th July 2026 PM UK Time.
* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.
The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion


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 E.M. Burlingame of E.M.’s Newsletter.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Wednesday 15th July 2026 PM UK Time.
E.M. deep dives into:
* How the UK is in the final stage of a long financial collapse involving mass immigration and loss of national identity
* The real history behind Britain’s problems going back to 1688 and the Bank of England
* Why the City of London and a hidden financial system have controlled Britain for centuries
* King Charles III’s possible plan to expose corruption before stepping aside for King William
* The key difference between “restoration” and “revolution” and why restoration is the better path
* How bureaucracy has replaced traditional leaders and what can still be done to fix it
* Why the US and UK face similar problems and how America is responding
* The danger of constant distractions like phones and how to think more clearly
* Main ideas from E.M. Burlingame’s books on restoration and developing a stronger mind
* Why English-speaking countries need to stand together against these forces
Contact Information & Previous Recordings
Please do subscribe to E.M.’s Newsletter. You can also connect with E.M. on X.
Books include:
The Eternal War
The Art of Being a Man
This Our Restoration: On the Duty, the Crossing, and the Eternal Claim of the Loyal and Reasonable Man
The Sovereign Mind: Of the Oppressed Free (Responsible Sovereignty)
Lord Rothbury
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
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