The Contrarian Capitalist Podcast

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Today’s podcast guest is Tavi Costa, Founder and CEO of Azuria Capital LLC.
Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Tuesday 10th March 2026 PM
Topics covered in this podcast include:
* Tavi’s short, medium and long-term playbook
* Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for
* Why Tavi is bullish on commodities, energy and Latin America
* How to safely play Chinese equities
* 3 Mining Companies to have on your radar
* Why Tavi recently moved from Crescat Capital to start Azuria Capital LLC.
* And much more
Contact Information
You can connect with Tavi Costa on Substack
On X
On LinkedIn and also Azuria Capital on LinkedIn
E-mail = [email protected]
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.

Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Monday 9th March 2026 AM
Topics covered in this podcast include:
* Whether or not we should be surprised by the price action in Gold and Silver since US/Israel/Iran flared up (again) at the end of February
* 3 scenarios for USA/Iran
* The Strait of Hormuz being effectively closed and the implications on Oil, Gas, Food and Water
* What will happen to Dubai after the likely expat exodus? And the UAE stock and property markets?
* The importance of Plan B
* Trust, de-dollarization and what happens macroeconomically moving forwards
* And much more
Previous Recording & Contact Information
You can follow Eric on X or on Substack at Eric Yeung
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

Welcome to Mid-Week Macro for Wednesday 4th March 2026.
Protect your wealth. Defend your freedom. Outsmart the system.
This post and video are FREE for everyone, and discusses:
* USA/Israel/Iran/Middle East latest (and is the USA achieving their ultimate aim?)
* Jane Street/Silver and what to watch out for moving forwards
* And much more!
Free Asset Confidentially Webinar on Friday 13th March 09:00 ET!
Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 09:00 ET.
This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!
If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.
Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)
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
Upgrade to Contrarian Capitalist Paid Today
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.
Thank you for being part of The Contrarian Capitalist community!
Mid-week Polymarket market
Thank you Polymarket for sponsoring the mid-week macro, and today’s market looks at who the next Supreme Leader of Iran will be. Keeping it in house for now makes sense from a ‘lack of regime change’ point of view.
Please do subscribe to Polymarket on Substack.
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.
Podcasts & Posts & Article Links
And a guest post from John Rubino


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 Vince Lanci ( VBL ) of the very popular GoldFix Substack!
AUDIO IS AVAILABLE HERE
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NB - Recorded on Tuesday 3rd March 2026 late AM Eastern Time
Vince Lanci dives into the following:
* Short Term Silver, Gold and Oil outlooks
* How and why those 3 commodities are telling us 3 different stories
* Market mechanics and why Jane Street’s involvement in SLV ETF is important to understand
* What an increased Oil price will mean for the rest of the world
* What Vince would do in the short-term from a positioning point of view (not financial advice)
* Why the US is likely on track with its bigger picture policies
* Stagflation, bonds and the likely fall out ahead
* And much more
Contact Information
You can connect with VBL on Substack at GoldFix, also on X at VBL’s Ghost and on the VBL Gold Fix website.
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

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 HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 3rd March 2026 AM Eastern Time
The following topics are covered:
* The geopolitics at play at the moment given events since Friday 27th February 2026
* Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market
* Worldwide shipping channels and why this Middle East conflict is really about USA v China
* Why the damage has already been done and even if the Strait of Hormuz returned to normal tomorrow, why the Oil markets would NOT revert to normal!
* How this conflict impacts Russia and European markets
* What has happened since Friday and what could happen moving forwards
* Why Pakistan bombing Afghanistan might be to cut off transport routes through to China
* And much more
Contact Information
You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.
You can listen to our previous from December 2025 below:
China Panics, Urges Ceasefire To Reopen Strait Of Hormuz As Beijing Is Addicted To Cheap Iranian Crude | ZeroHedge
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