The Contrarian Capitalist Podcast

Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 17th December AMThe following topics are covered:* The short, medium and long-term outlook for Oil* Venezuela. From sanctions to opportunity!* Maduro. Trump. Where the political game stands now* Why Venezuela’s heavy crude still matters so much for US Gulf Coast refineries* The importance of the news headlines and why we should be focused on the fundamentals* Russia. Ukraine and the shadow fleet* How the sanctions architecture actually works in practice* Shadow fleet mechanics. STS transfers. opaque ownership. price cap leakage* What could realistically tighten the screws and what that would do to crude and products flows* Guyana. the new offshore oil frontier* Exxon’s dominance so far, and the entry of other players* How Guyana changes the Atlantic Basin balance vs Brazil. US Gulf. West Africa* Key risks & potential border tensions with Venezuela* Europe’s gas and LNG outlook* How dependent Europe now is on US LNG. and how stable that flow really is* General EU Nat Gas dynamics* Is Colombia next?Map showing the south of the USA and the shipping channel to South AmericaExample of recent news - Trump orders ‘blockade’ of sanctioned oil tankers leaving, entering Venezuela | ReutersContact InformationYou can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.2 recent articles to check out are:ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 17th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. There WILL be a Mid-Week Macro on Wednesday 24th December 2025.NB - Substack live has seemingly cut off the first few minutes of the recording. Apologies for that. The first few minutes looked at the variety of recordings and posts on CC this week. These links are further on below.Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Even with the weak jobs data, there is currently a 77% chance of ‘‘no change’’ to the Fed rate come January. This seems about right to me at the time of writing.Podcasts & Posts2 excellent guest posts that are worth reading (and they are free) are from Guardian Research….And Tom Bradshaw….Giacomo Prandelli from The Merchant's News outlined his short, medium and long-term price targets for Oil.News LinksBank of Japan expected to hike rates to 30-year highBank of England poised for Christmas interest rate cut after inflation slowsTrump is good news for Nato, Mark Rutte tells BBC - Is it really?On the other hand…..Weak Hiring Data Underscore Fed’s Room to ManoeuvreWTI Holds ‘Venezuela Blockade’ Gains After Small Crude Draw, Record US Production2-Hour Private Strategy Call with The Contrarian CapitalistA focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. $147, valid until 31st Dec 2025PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)NB - I am not a financial advisor 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 is a free preview of a paid episode. To hear more, visit contrariancapitalist.substack.comWelcome to Mid-Month Macro with Chris Stadele of LiveSquawk Commodity CornerAs per usual, there is a LOT to talk about!5 small bits of housekeeping* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* This video was recorded just after 09:00 ET on Monday 15th December* The Monthly Wrap for December will be recorded on 31st December 2025* Please continue to provide feedback as it helps us to continue to provide as much value to you as possible* Please subscribe to both The Contrarian Capitalist and LiveSquawk Commodity Corner using the buttons belowCharts looked at today include Gold, Silver, Copper, Palladium, Platinum, VIX, DXY, S&P, NASDAQ and WTI Oil.NB - Apologies for the charting issues with TradingView today.The Macro Turning Point Most Investors Are Missing

Today’s podcast guest is Adam Rozencwajg.Adam Rozencwajg is the Co-Founder and Managing Partner of Goehring & Rozencwajg (G&R), a leading natural resource investment firm headquartered in New York City. With nearly two decades of experience in commodity and natural resource investing, Mr. Rozencwajg is widely regarded as an authority in the field, known for his contrarian deep-value approach and rigorous, original research across long-term commodity cycles.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 11th December AMIn this wide-ranging podcast, Adam A. Rozencwajg discusses: * The carry cycle and its correlation with commodities* Whether Gold is currently cheap or expensive* The Gold to Oil ratio and what its current level tells us* Is oil supply being overstated?* Demand and land factors affecting oil* Why there is still some potential room to run in coal* Copper outlook* What Silver is telling us at the moment* And much moreContact InformationYou can download the excellent Q3 Commentary by visiting https://www.gorozen.com/commentaries/2025-q3Goehring & Rozencwajg manages a global, long-only natural resource strategy designed to provide broad, diversified exposure to the full natural resource complex. The firm is distinguished by its original research, decades of sector expertise, and long-term track record across multiple market cycles.ALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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 Trader Ferg, a true Contrarian who has been a ‘‘Full-time trader for 9 years’’ and who has a ‘‘habit of hanging out in hated corners of the market that are uninvestable".AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 9th December PM. Many companies and ETF’s are mentioned throughout the recording. These are not to be taken as financial advice/recommendations. Always do your own homework and manage risk properly. We are not financial advisors.In this wide-ranging podcast, Ferg discusses: * 2 Tin companies worth keeping an eye on* Supply dynamics for Platinum, Palladium, Rhodium and Copper* Why the future is bright for PGMs but not necessarily Copper* How to potentially profit from oil services moving forwards* Why getting out of USD exposure could be wise moving forwards* Quasi Exchanges* And much moreContact Information & Previous RecordingsYou can find Trader Ferg on Substack and X.You can listen to our previous conversation below.Three must read articles from Ferg include:The Platinum Stock Supply Crisis by Dr. David Davis - Auctus Metals: Expert Precious Metal Portfolio Management ServicesALL interview podcasts are released to PAID SUBSCRIBERS first.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! 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