The Contrarian Capitalist Podcast

Welcome to Mid-Week Macro for Wednesday 23rd September 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
Diesel is the talk of many at the moment (myself included), so it is prudent to check in with when (if at all) the U.S. announces a diesel export ban by. Such a move would likely backfire, but we can see that the odds had increased recently before declining again on the back of a variety of talks between various countries.
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
Ukraine Pounds Major Moscow Refinery As Global Diesel Crisis Threatens Economic Shock
Diesel Hits New Record Above $6.50 As Export Ban Fears Mount, Gasoline Squeeze Looms
SoftBank To Sell $11 Billion In Junk Bonds At Soaring Yields To Fund OpenAI Investments - This just doesn’t sound like a good idea to me!
LNG Buyers Scramble For Conflict-Free Supplies Beyond Gulf As War Rejiggers Global Energy Flows
Britain To Appoint A Dedicated Tax Agent To Every Single Billionaire
“Developments Can’t Be Ignored” As Brent Tumbles On Iran Talks, Saudi Pipeline Restart Hopes: UBS
Renewables: Grid shortages are forcing India to produce and waste green energy
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 Frank Trotter, Chief Executive Officer from Battle Bank. Frank was last on the show in 2024, and a lot has happened with Battle Bank between then and now!
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 17th September 2026 PM
5 Key Takeaways Include:
* Battle Bank now being fully operational, offering checking, precious metals, foreign currencies, retirement accounts, and more.
* Open only to U.S. and Canadian clients for now; Australia is possibly next; UK/EU not yet available but you can register your interest via website or e-mail.
* MELOC lets clients borrow up to 50% against stored metals as a revolving 5-year credit line (margin calls at 75%, forced sale at 90%).
* Precious metals services include secure storage (segregated/allocated/unallocated) and buying/selling of bullion only.
* Extra features: multi-currency accounts (~20 currencies), alternative-asset IRAs/401ks, and planned principal-protected index deposits.
Contact Information & Previous Recording
Use the buttons below to explore Battle Bank and some of its offerings. These are affiliate links. Please do mention The Contrarian Capitalist when liaising with Battle Bank. Please read the disclosures at the bottom of this post.
Home - Battle Bank
Metals Overview - Battle Bank
Allocated Metals - Battle Bank
High-Yield Cash Account - Battle Bank
Silver, Platinum and Palladium - Battle Bank
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.
Required disclosures
· Affiliate compensation - We may receive compensation from Battle Bank if you click on our links and open an account or use certain banking products. This compensation comes at no additional cost to you.
· Foreign Currency - FDIC insurance protects your deposit if the bank fails. It does not protect against changes in foreign currency exchange rates or declines in the value of the currency you hold.
· Non-FDIC insured precious metals - Precious metals are not FDIC insured, are not bank guaranteed, and are subject to market risk, including possible loss of principal.
· $30 ATM reimbursement - ATM fee reimbursements of up to $30 per month are available to clients who maintain a minimum average daily balance of $5,000.
· $5 monthly fee - $5 monthly fee daily average monthly balance of $5,000 or more – High Yield Cash Account only (standard)


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

Dr Carly Anderson, PhD is a Co-Founder and Managing Partner at Timescale Ventures, an early-stage venture firm that backs founders transforming critical industries on a faster timescale.
Timescale Ventures partners with pre-seed and seed stage software and hardware companies leveraging emerging technologies and AI to make industries more efficient, durable, and profitable.Before starting Timescale, Carly was an investor with deep tech venture firm Prime Movers Lab and SF-based climate tech firm Prelude Ventures. She was the first engineer at advanced materials startup Mosaic Materials, which was acquired by Baker-Hughes.
Dr. Anderson began her career with engineering consulting firm DEI, where she developed and deployed new technologies in commercial nuclear power plants internationally. She holds a Ph.D. in Chemical Engineering from UC Berkeley and a BS in Chemical Engineering from Cornell University.
AUDIO IS AVAILABLE HERE
Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST
NB - Recorded on Thursday 17th September 2026 PM UK Time.
Unlock Exclusive Access
Become 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 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.
This wide-ranging podcast covers:
* Energy systems worldwide face tightening constraints in supply chains, permitting, and generation capacity, making speed the defining advantage for new companies.
* In the U.S., the urgent question is how to build more electricity generation quickly amid data-centre backlash and long project timelines.
* Microreactors (roughly 1–20 MW) because their smaller size allows equity-funded first units, faster learning curves, and factory-style mass manufacturing.
* Multiple U.S. startups (Aalo Atomics, Radiant Nuclear and others) are pursuing this path, with some aiming for operating units by the late 2020s.
* Electricity demand growth extends well beyond AI data centres. Industrial electrification, onshoring, and fleet charging are also major drivers.
* Grid bottlenecks, especially multi-year transformer lead times, are creating investment opportunities in solid-state transformers and smarter, bidirectional connection points.
* Key materials to watch include copper, steel, high-purity aluminium (for cables and conductors), silicon carbide, and gallium nitride.
* China currently dominates silicon-carbide supply chains; secondary (recycled) aluminium production is becoming more attractive as purity and collection technologies improve.
* Rare-earth and critical-material strategies favour “platform” recyclers that can process multiple metals rather than single-commodity plays.
* Nuclear fission (existing uranium-based technology with advanced coolants) is an engineering-and-cost challenge; fusion remains earlier-stage, more like a space programme, but is generating valuable adjacent technologies and spin-outs even before commercial power plants arrive.
Contact Information
Website = timescale.vc
Substack at Carly Anderson
Dr. Carly Anderson on LinkedIn
Christina O’Conor on LinkedIn
E-mail = hello@timescale.vc (Please mention The Contrarian Capitalist Podcast)
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 a belated Mid-Week Macro for Wednesday 16th September 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
Given frostier relations between the U.S. & Canada, it is not a surprise to see the odds of a tariff increase by the end of October.
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
EU chief backs plan for Canada to become ‘associate member’
Piddington in Oxfordshire votes to leave UK over asylum plans
Call to raising tax thresholds among union demands to Chancellor
UK inflation pushed up by petrol and diesel price rises
Andy Burnham and his chancellor have a battle on their hands
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 September 2026 with The Contrarian Capitalist and Tom Bradshaw.
4 small bits of housekeeping
* This video was recorded on Tuesday 15th September 2026 PM UK Time.
* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
* Please continue to provide feedback.
* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.
How Overvalued is Gold?
Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)
* Tom Bradshaw bought gold (via ETFs) in late 2021 near $1,800 when it was strongly undervalued (~107%), then sold at $4,600 in 2026 after momentum turned negative, for a 156% gain (~22% annualized over 4.75 years).
* He only sold paper gold/ETFs, not physical holdings.
* His model combines a long-term valuation “rainbow chart” (back to 1970) with momentum signals from multiple moving averages (mainly 6–15 months).
* Gold peaked near $5,600 in January 2026 at 71% overvalued; as of 15 September 2026 it is around $4,000 and still ~40% overvalued.
* Fair value on the model is currently about $3,000.
* The same model correctly flagged major historical lows (1970, 1976, 2000, 2009, 2015) as undervalued and major peaks (1974, 1980, 2007, 2011, 2026) as overvalued.
* Multiple independent signals (historical 45–50% declines from similar overvaluation, long-term trend line, 61.8% Fibonacci retracement, and a potential head-and-shoulders top) point to a downside target near $2,800.
* He expects a relatively short 1–2 year correction (similar to 1974–76), not a multi-year bear market, followed by another strong rally that could reach $9,000.
* Proceeds were moved into short-term U.S. 3-month Treasury bills yielding ~4% while waiting for better valuations across assets (S&P ~172% overvalued, etc.).
* The analysis is shared for educational purposes only and is not investment advice.


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