The Contrarian Capitalist Podcast

This Wednesday 14th October 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Adam Fayed and I will be doing another webinar on Tuesday 27th October 2026. FREE Webinar Registration Below.
Also, from Adam Fayed’s recent e-mail.
Please contact advice@adamfayed.com for more information. NB - This is not an affiliate link nor am I personally invested in this. Please mention that you have come from The Contrarian Capitalist.
This Mid-Week Macro is also sponsored by Adam Fayed.
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
Mid-week Polymarket market
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
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.
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.
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.
Posts to Read
“Flashing Red”: Rate-Hike Odds, Bond Yields Explode Higher After Hotter-Than-Expected CPI | ZeroHedge


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 John Rubino of the very popular John Rubino’s Substack.
John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 13th October 2026 AM
5 Key Takeaways Include:
* Extreme debt, Germany’s nuclear shutdown, and French unrest signal widespread financial and cultural decline, especially for nations without a reserve currency.
* Cheap drones are overwhelming costly high-tech weapons, exposing the vulnerability of major powers and potentially undermining the dollar’s reserve status.
* European shifts toward border control and fiscal restraint may bring reforms but risk chaotic cycles of overreach, unrest, and a messy currency reset.
* AI echoes the 1990s tech bubble (transformative yet overvalue) so selective shorts can act as insurance, while copper and uranium offer safer ways to play AI’s energy needs.
* Build resilience starting with physical gold and silver, then quality large miners and ETFs before moving to juniors; a multi-year window remains to position ahead of crisis.
Contact Information & 2 Must Read Posts
You can connect with John Rubino at John Rubino’s Substack.
2 must read posts:
Recession Watch: A Tale of Three Countries
Will Stablecoins and Gold-Backed Bonds Save The Dollar?
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

This Wednesday 7th October 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Adam Fayed and I will be doing another webinar on Tuesday 27th October 2026. FREE Webinar Registration Below.
Also, from Adam Fayed’s recent e-mail.
Please contact advice@adamfayed.com for more information. NB - This is not an affiliate link nor am I personally invested in this. Please mention that you have come from The Contrarian Capitalist.
This Mid-Week Macro is also sponsored by Adam Fayed.
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
Mid-week Polymarket market
Many people are convinced that the October Fed meeting will be a no show. I agree with this. Even so, the odds of a rate hike in December are still very high (over 70% at the time of writing) and it is interesting to see that this has come down from +90% at the end of September.
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
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.
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.
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

I had the pleasure of being the other side of the microphone on Thursday 17th September 2026, when I was kindly invited onto ATOMIQ LEVEL Live with Chris J Snook.
We covered a wide range of topics, including:
* Current affairs (as of 17th Sep 2026)
* The importance of Plan A, Plan B and Plan C
* Commodities
* Bonds
* Housing
* The Bigger Picture
* What you can do to protect yourself and your family moving forwards
A big thank you to Chris J Snook for the invite. It was an honour to appear on ATOMIQ LEVEL/WEALTH MATTERS 3.0 with you.


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 Wednesday 30th September 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
https://norsemont.com
This Mid-Week Macro is also sponsored by Adam Fayed.
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 and we are planning another webinar towards the end of October.
Mid-week Polymarket market
Bonds have higher to go, so I am surprised that the markets have 5.5% and 5.7% as low as they are. That being said, if the equities do stumble in October and November, then this would likely push yields down with them!
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026.
NB - This is an affiliate link and if you chose to buy a virtual ticket then The Contrarian Capitalist will be compensated by Rule Symposium.
I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options, you should be able to book in a consultation with them, and please mention The Contrarian Capitalist when you get in touch with them.
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.
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
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