The Contrarian Capitalist Podcast

Today’s episode features Senior Market Commentator Rudy Havenstein, of the popular A Havenstein Moment. Substack.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Wednesday 28th January 2026 AM
Questions/Topics covered include:
* Is the system broken by design, or did it just drift this way?
* Is the biggest risk ahead economic… or psychological?
* What’s the hardest truth people avoid about the current system?
* Do you think the internet is waking people up or exhausting them into compliance?
* Davos Establishment Can't Face the Truth, Live in a World of Fractured Fairy Tales
* Rudy’s favourite bands, albums and music stories
* MK Ultra
* Has spending years thinking about money and power changed how you see people?
* If you had to explain gold to a child, how would you do it?
* Who do you read or listen to that you strongly disagree but do so with respect?
* And much more
Thank to you everyone who sent over their questions and my apologies if your question was not asked in this episode.
Contact Information & Previous Recording
You can connect with Rudy on X, on Substack at Rudy Havenstein and A Havenstein Moment. Our previous recording is below:
Rudy also mentions following Tony Deden. His Substack is TQI capital.
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DISCLAIMER: Nothing in this podcast 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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Welcome to Mid-Week Macro for Wednesday 28th January 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* $5,300 Gold and how high Silver could go
* What a falling DXY means for your portfolio
* Why the Fed not cutting rates should not be a surprise
* Energy issues in the USA/UK and Germany
* A snapshot of the markets and much more
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.
Upgrade to Paid
High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.
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Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro. The Fed did not change the rate today and they are very unlikely to in March as well, and 91% of people on Polymarket agree.
Please do subscribe to Polymarket on Substack.
Podcasts & Posts
With $5,000 Gold and $100 Silver under our belts, The Sirius Report discussed a 2016 prophecy as well as the start of the resource war between the US and China.
Paul Kiker of Kiker Wealth Management talked gold, portfolio positioning and how to potentially profit from a weaker US Dollar.
There was also the 1st Contrarian Capitalist deep dive into a very profitable mining company. You can read about that below:
Rudy Havenstein: Open Q & A - Is the System Broken by Design?
News Links
Trade deal: India and EU announce FTA amid Trump tariff tensions
Gold Reacts to Japan Crisis-Risk
The Grid Will Hold - Maybe - But The Bill Will Rise
Power Diverted From Data Centers To Households Across PJM Network Amid Historic Freeze
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Thank you for being part of The Contrarian Capitalist community!
Thank you Global GeoPolitics, Dr Geoffrey H Anderson, geoffrey edwards, and many others for tuning into my live video! Join me for my next live video in the app.


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 Paul Kiker, President/Chief Investment Officer at Kiker Wealth Management. Paul has 25+ years of experience in the financial services field, where he focuses on offering unbiased, personal advice. His hobbies include shooting sporting clays and fly fishing.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Tuesday 27th January 2026 AM
Topics covered in this podcast/video include:
* An introduction to Paul and his team at Kiker Wealth
* 1 chart that shows that Gold has a lot of room to run to the upside
* Why $5,000 gold and nothing breaking is a surprise to Paul
* The DXY and a potential end of month breakdown
* What asset classes historically benefit from a strengthening DXY
* What asset classes historically benefit from a weakening DXY
* Why a declining level of trust in the US has seen a tectonic shift in geopolitical thinking and strategy
* And much more
Contact Information
To get in touch with Paul, please coordinate with Mackenzie at
[email protected] or on phone at (706) 253-7285
You can also visit the Kiker Wealth Management Website.
Please mention that you have come from The Contrarian Capitalist
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast 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 Paul from The Sirius Report. Independent website with the aim of providing analysis and insight into current affairs and global events that we believe are shaping a new political, economic and social paradigm in the 21st century.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Monday 26th January 2026 AM
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
Topics covered in this podcast/video include:
* Why the West is being drained/is drained of its metals
* COMEX/physical delivery challenges and the paper markets
* Why Silver has a lot of room to run
* Why a price difference exists between Western and Eastern Silver prices
* Silver arbitrage, why and how it exists
* Russia and the tokenisation of gold
* Would Gold get revalued? And if it did, then what this would mean for the USD
* Why the price of gold is not as important as the purchasing power of gold
* The resource war between the USA & China
* And much more
We will record a second episode in due course. That episode will focus more on commodities and energy.
Contact Information & Previous Conversations
You can connect with The Sirius Report on X
Or on YouTube at The Sirius Report
Or on their Website or on Substack at The Sirius Report
And a Silver video that I highly recommend you watch:
Why Silver is REALLY at $103 - a lot of what you’re being told is nonsense.
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast 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 Gold Investor Research author Chris Rutherglen.
Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 22nd January 2026 AM
Topics covered in this podcast/video include:
* Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen
* How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle
* Commitments of Traders (CoT); what it is and why it matters
* M2 Money Supply and what it shows long-term for gold and silver prices
* ICL’s, ICH’s and Long-Term cycle levels for gold and silver
* The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively
* And much more
Contact Information
You can connect with Chris on Substack at Gold Investor Research
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast 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