The Contrarian Capitalist Podcast

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 HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Monday 5th January 2026 AM ET - before President Maduro appeared in a New York Court Unlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term commodity traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging podcast, we look at:* The main reasons why the US has done what it has done* If the Venezuelan government is illegitimate, then why is it still in charge sin Maduro? Have lessons been learnt from Iraq?* De-dollarisation, Venezuela being too cosy with China and Russia and why the latter have not let Venezuela down* Why the US is not able to properly invade Venezuela* All things Oil. Heavy Oil, flooding the market with oil, and why you shouldn’t believe the first headlines you read. Oil volume growth will cost billions to bring onto the market. Why would the US do this and effect their own shale industry?* Why Paper reserves are not the same as having actual physical reserves* Is the US looking to create an American BRICS?* Is Greenland next? And what would that mean for NATO?* A quick look into what is happening in Iran and the relations between Iran and the US* And much moreContact InformationYou can connect with The Sirius Report on XOr on YouTube at The Sirius ReportWebsiteOr on Substack at The Sirius ReportOur previous conversation from October 2025 is below:Useful MapsThe South of the USA and VenezuelaVenezuela & GuyanaVenezuela, Colombia and EcuadorMap of the Americas. American BRICS? 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 the 2025 predictions REVIEW! Audio above and written post below.Happy New Year!This post will look at what I said would happen in 2025, as well as a scoring system for those predictions.Spoiler alert - Just like the NY Jets, I didn’t exactly excel in 2025.Before we crack on, just a reminder that the 6 ‘crazy?’ predictions for 2026 post and audio can be accessed below.Back to the 2025 review and the predictions from 2nd January 2025 are below.2025 predictions REVIEW!I will give one point to myself for every correct answer and half a point if the prediction has partially been successful.1 - Gold to top $3,000 and then sell off back down to $2,200The thought process behind this was that there would be a worldwide recession that would make 1929 look like a walk in the park. That did not materialise and so the latter part of this prediction now looks a bit silly.Gold certainly topped $3,000, dipped below it very briefly in April and it never looked back!Result = 0.5 points2 - Worldwide recession which might be worse than 1929April 2025 and ‘Liberation Day’ could have been the start of something gnarly, but some swift back peddling by the current US Administration meant that the markets saw a swift rebound and more than perfect V shaped recovery,Onwards and upwards was the theme from April 7th!Result = 0 points3 - Keir Starmer to be ousted as Prime MinisterMany people would have liked to have seen this happen, and I am sure that many people would still like to see this happen.Despite a plethora of mistakes and mind-boggling decisions, he is still Prime Minister.Result = 0 points4 - Oil to drop down to $50 a barrel (Brent Crude)The idea for this was tied into a worldwide recession. This did not materialise, but Brent Crude has had a very poor year none the less. I think that Oil is setting up for a potentially huge couple of years ahead!Result = 0 points5 - Bank of England base rate down to 4% and inflation to creep up againReducing rates whilst in the midst of an inflationary environment is NOT a good idea. That being said, I am not a central bank! The Bank of England base rate started 2025 at 4.50% and finished the year at 3.75%.The annual inflation rate for the UK was 3.5% in November 2025 and have put a couple of links below.CPIH ANNUAL RATE 00: ALL ITEMS 2015=100 - Office for National StatisticsConsumer price inflation, UK - Office for National StatisticsResult = 1 point6 - A new international monetary system will be officially announcedBRICS rumblings were here and there throughout 2025, but no new international monetary system was officially announced as far as I’m concerned.On BRICS, and they made massive strides in 2025 by completing their supply and payment chains and thus pushing metals pricing power eastwards. You can read more about that here.Result = 0 pointsOverall = 1.5 points out of 6 points availableBetter luck in 2026!This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. 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 the Monthly Wrap for December 2025, featuring The Contrarian Capitalist and LiveSquawk Commodity Corner.A Happy Christmas and a Happy New Year!5 small bits of housekeeping* This video was recorded AM on 31st December 2025* There is no full chart deck today* Please do provide feedback by leaving a comment below or sending one of us a DM. We want to make sure that you are getting what you want!* NB - No…

Welcome to the 2026 Contrarian Capitalist predictions post and audio. The written predictions are below, and the audio is above.2026 will certainly be an interesting year to say the least! A lot will happen and there will very likely be increased volatility worldwide.NB - Gold and Silver calculations done after market close on Friday 26th December 20252026 Predictions1 - Gold to reach at least $7,828 an ounceGold has been on a relatively explosive run since 2024, and I don’t see any sign of this slowing down into 2026. A potential revaluing (see below) would further add pressure to the gold price.In simple terms though, if you believe the value of your fiat currency is going to go down, then the price of gold will go to the upside.I’ve used $4,532 as the baseline number and a 72.72% increase as the barometer as this was where gold was at the close of play on Friday 26th December 2025. I’ve then rounded it up to the nearest whole number.2 - Silver to reach at least $218 an ounceThe metal darling of 2025 will continue to strike whilst the iron is hot. There is a lot of room to run here in Silver, and I think that it will smash through triple digits ($100) before continuing to march higher.I’ve used $79.32 as the baseline number and a 174.62% increase as the barometer as this was where silver was at the close of play on Friday 26th December 2025. I’ve then rounded it up to the nearest whole number.3 - WTI to drop to $45 before finishing the year higher than $80There is a big bear narrative out there and this will feed into the hands of those that are paying attention.There is likely more room to run to the downside in the short term for Oil, thus catching contrarians off guard. Mid-term elections combined with a potential ‘behind closed doors’ oil deal between President Trump and the Saudi’s likely means that Oils upside could be limited.Once the mid-terms are done then I expect to see a spike to the upside.We’ve not even begun to touch on any other possible ‘geopolitical news’ either!4 - 250th 4th July celebrations will see a major monetary reset, or something pegged against the dollar. Maybe revaluing of gold? Something along those lines.Something monetary wise is lined up for 4th July 2026! I’m not 100% what it is but I expect it to be announced on 4th July 2026.5 - Democrats to take back the house AND senate in the mid-termsThis is more of a Contrarian hunch and the democrats taking back both the house and senate would have major ramifications for the USA (and the world) moving forwards. 6 - Brazil will win the world cupAs much as I’d love to say England here, I’m working on the basis that a European team has never won the World Cup when it has been hosted in North America (Brazil won in Mexico 1970 and USA 1994, Argentina won in Mexico 1986).Therefore, I will plump with Brazil to win the World Cup in 2026.Bonus PredictionThis is reverse psychology at play here. The New York Jets will NOT make the playoffs in the 2026 NFL season. What do you think will happen in 2026? What predictions do you have? Leave a comment below! 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 24th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. There will NOT be a Mid-Week Macro on Wednesday 31st December 2025. This is because Chris Stadele of LiveSquawk Commodity Corner and I will be recording the end of month (and year) macro.NB - Substack live cut off the first few minutes of the recording last week, hence why the first minute or so is a bit slow on this video. Hopefully it all works out.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!Something different this week as we look at the Super Bowl Champion odds for the game on 8th February 2026. My team (New York Jets) don’t believe in playoff football.I said to a friend at the start of the season that the Green Bay Packers will win the Super Bowl. Due to injuries, I am not convinced that that will happen. My sneaky pick would be the San Francisco 49ers (7% chance). This is because the Superb Bowl will be in their home stadium and they are just playing good solid ball!Podcasts & PostsNews LinksThis has been making me laugh much more than it should be!Still, it could be worseAnd a Christmas classic won’t be quite the same this year2-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 advisorThank you Rob Burke, Garry B Lindboe, 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