The Contrarian Capitalist Podcast

Today’s podcast guest is Craig Tindale.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Wednesday 20th May 2026 AM UK time.
Craig Tindale deep dives into:
* Why money has become disconnected from physical reality, and what the growing divide between finance and matter means for the global economy moving forward
* Why overly complex systems and economic models often fail, leading policymakers and institutions toward flawed solutions
* The explosive growth of AI and data centres, and the looming battle for rare earths and critical mineral supply chains
* The “Four Horsemen of the PolyCrisis”: sulphur, naphtha, El Niño and central bank amplification
* Why China’s dominance over mineral processing and supply chains is largely the result of long term Western policy failures
* Why nations may need to simplify systems and return to greater self sufficiency in energy, industry and strategic materials
* The major differences between Western and Chinese financing systems when it comes to building mines, refineries and large scale infrastructure projects
* “Tindale’s Trap,” reserve currency weakness, and how the United States could potentially turn structural vulnerabilities into strategic strengths
* Climate change misconceptions, industrial realities and much more
Contact Information & Posts to Read
Please connect with Craig Tindale on Substack and on X.
You should also read "Critical Materials: A Strategic Analysis " by Craig, on X.
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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.


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Today’s podcast guest is Ben Kelleran, who covers Markets, Geopolitics & Current Events on the Kontrarian Korner Substack. Ben is also a recovering CPA.
AUDIO IS AVAILABLE HERE
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NB - Recorded on Tuesday 19th May 2026 early PM Eastern Time.
Ben (Kontrarian Korner) deep dives into:
* U.S./China/Oil Relations and what they mean for the rest of the world
* Oil and Gas supply chains in California and the United States. Is California’s energy demise intentional?
* Why the next few months could be critical for the Southwest and West of the United States
* Sulphuric Acid, Helium, Fertilizer and other commodity supply chain choke points
* Ben’s personal playbook for manage market volatility and take advantage of current market opportunities
* 30 Year Yield Soars To 19 Year High After Two Huge Treasury Block Sales
* Why Ben believes we are heading towards a new financial system within the next 5-10 years
* Will Bonds potentially be a big opportunity in the 2030’s?
* Silver Crown Royalties - why this company is potentially worth looking into.
* And much more
Contact Information & Previous Recording
Please connect with Ben Kelleran at Kontrarian Korner on Substack, or on X.
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!
Subscribe to The Contrarian Capitalist
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 20th May 2026.
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This post and video are FREE for everyone, and topics covered include:
* A personal update as I am back in the UK for the foreseeable future
* Commodities and equities overview
* What else to look for in the week ahead
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Mid-week Polymarket market
I do think that the following market is mispriced. Sir Keir Starmer is not necessarily in the strongest of positions but he would have no need to leave at the moment if he doesn’t want to, despite what the Labour backbenchers (and most of the population) want.
Please subscribe to Polymarket on Substack.
I have worked with The Jerz Group to setup a US LLC as well as banking, tax structuring and for future proofing both The Contrarian Capitalist and personal and family positions.
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 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.
Podcasts & Posts & Article Links
UK Moves To Ban New North Sea Oil & Gas Licenses Permanently
Three Supertankers Carrying 6 Million Barrels Exit Strait Of Hormuz
Trump endorses Ken Paxton in Texas, gambling on a challenger with baggage in a crucial race
Reactions To Rep. Massie’s Defeat
Oil Prices Extend Decline After The Largest Crude Inventory Drawdown In History, Cushing ‘Tank Bottoms’ Loom


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Robert Bryce is an author, journalist, and film producer. He has been writing about energy, power, innovation, and politics for four decades.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 14th May 2026 PM Eastern Time.
Robert Bryce deep dives into:
* The growing backlash against Big Tech, AI infrastructure, and hyperscale data centres across the United States and why local communities, politicians, environmentalists, and even parts of industry are increasingly united against them.
* Why U.S. natural gas prices have remained relatively sheltered compared to Europe and Asia, and whether that era is coming to an end.
* The hidden impact of higher oil prices and a potential Strait of Hormuz closure on critical commodities including sulphuric acid, urea, fertilizer, and global food production.
* The rise of unexpected geopolitical trade alliances, including oil-for-food style agreements between countries such as Singapore and New Zealand.
* Why the UK’s energy policy has become economically self-destructive, and why Germany may be heading down the same path.
* The future of energy security, deglobalisation, industrial policy, commodities, and the geopolitical battle for affordable power.
Contact Information & Previous Recordings
Numerous articles are referred to throughout the episode. You can find them all on Robert Bryce’s Substack and also by using the links below.
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 Chart of the Month for May 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.
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3 small bits of housekeeping
1) This video was recorded on Thursday 14th May 2026 PM Eastern Time.
2) NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.
3) Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.
May’s chart of the month asks the question of whether or not the 2026 AI Bubble is the 2nd biggest bubble seen in 80 years!


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