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Today’s episode features Santiago Capital founder Brent Johnson. Santiago Capital is a Registered Investment Advisor (RIA) regulated by both the U.S. Securities and Exchange Commission (SEC) and the National Futures Association (NFA), with its headquarters based in San Juan, Puerto Rico. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Wednesday 4th February 2026 PM This wide-ranging conversation covers: * The current state of play in the world * Recent gold and commodities volatility, and what this tells * The emotional intelligence that is needed to differentiate between what we want to happen and what is actually happening * DXY strength and what happens if it remains stronger for longer * Kevin Warsh’s appointment and whether or not his plans will integrate with what President Trump and Secretary Bessent want? * What is likely to break the markets first * The importance of the mid-terms in 2026 and what that could mean for the outlook for the USA. Lame Duck president. * THE rules-based order and how and why the Trump Administration are breaking them down * US dollar stablecoins, a geopolitical weapon that the US can (and will) use * And much more Contact Information You can connect with Brent Johnson/Santiago Capital at: Substack at Santiago Capital Santiago Capital X page Santiago Capital website Or at the excellent Milkshakes Pod on YouTube or X Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 Mid-Week Macro is sponsored by First Phosphate First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec. CSE: PHOS – FSE: KD0 – OTCQX: FRSPF Welcome to Mid-Week Macro for Wednesday 4th February 2026. Protect your wealth. Defend your freedom. Outsmart the system. This post and video are FREE for everyone, and discusses: * Are Gold and Silver starting to rebound? * Was the dump due to the launching of a $12B minerals vault to cut China reliance * A check in on the markets * And much more 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. Upgrade to Paid 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. We look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that! Please do subscribe to Polymarket on Substack. Podcasts & Posts And a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan. Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in. Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks Next News Links Trump launches $12B minerals vault to cut China reliance JPMorgan sees gold price reaching $6,300 by year-end Kazatomprom plans 9% uranium output rise this year Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy Japan Is Normalizing: Risks To The Yen Carry Trade January US Jobs Report Rescheduled For February 11 No Global Recession In 2026, But Period Of Poor Growth Continues Thank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video! 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 ex Southampton FC and England football legend Matt Le Tissier. Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Tuesday 3rd February 2026 AM Topics covered in this podcast/video include: * A brief history of Matt’s playing and broadcasting career * How and why Matt’s broadcasting career ended abruptly in 2020 * How a couple of conversations in 2020 changed Matt’s worldview * Why it is imperative that we learn to think critically and challenge each other’s views in a healthy way * A brief trip inside the world of broadcasting, their demands and the powers that be * The Epstein files, people being chucked under the bus, government control and why it is important to make examples out of a few * State Power, the growing division of society, and a post-Covid World * And much more Latest on the Epstein files/Peter Mandelson Contact Information Matt’s Website Or follow Matt on X Matt is also an Ambassador for Supreme CBD. Use code Tiss40 for 40% discount at the checkout Matt Le Tissier's Greatest Goals | Premier League Legends (must watch for those that might not know much about Matt’s playing career). Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! Subscribe to The Contrarian Capitalist DISCLAIMER: Nothing in this podcast 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 John Passalacqua, CEO and Director of First Phosphate. First Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec. CSE: PHOS – FSE: KD0 – OTCQX: FRSPF Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Monday 2nd February 2026 AM John Passalacqua, CEO of First Phosphate, explains: * The different types of phosphate that exist * The importance of lithium iron phosphate (LFP) and Purified Phosphoric Acid (PPA) * LFP uses, current supply and demand dynamics and why the future is very bright * How First Phosphate is positioned to take advantage of this situation * CATL, China’s largest producer and their recent large orders. * Saguenay-Lac-Saint-Jean, Quebec, the region & the Begin-Lamarche site * The importance of the agreement with Port Saguenay to establish the Phosphoric Acid Plant and to create a green supply chain * Shares, managements skin in the game and the team that make up First Phosphate * How much of an impact the phosphate price is on operations * Why phosphate and lithium have to work hand in hand to benefit from the coming squeeze * And much more Useful Company Information/Press Releases CSE: PHOS – FSE: KD0 – OTCQX: FRSPF First Phosphate Website First Phosphate LinkedIn First Phosphate X First Phosphate YouTube First Phosphate general corporate video: Mine site video: https://www.firstphosphate.com/BeginLamarche3D Latest visit by Natural Resources Minister Hodgson to our future phosphate processing site: https://firstphosphate.com/minister-visit-first-phosphate-port-saguenay/ Our latest site visit with local, federal and international dignitaries. A strategic igneous phosphate resource for Europe?: We recently announced our agreement with Port Saguenay for our phosphoric acid facility. Please see who was present: https://firstphosphate.com/first-phosphate-port-saguenay-agreement/ We recently created the first LFP batteries from fully North American critical minerals: https://firstphosphate.com/first-phosphate-produces-lfp-battery-cells-using-north-american-critical-minerals/ This development was presented at the OREBA3 conference in Montreal: The very accessible and green-produced phosphate from Lac-St-Jean is at the heart of the Bloc’s proposed strategy for Quebec’s economy in the context of the trade and climate crises. It is a strategic and critical mineral whose niche is included in the list of Quebec’s eight characteristic economic sectors. It is essential for electric transportation, and the First Phosphate project is a regional success that will help mitigate the effects of tariffs on wood and aluminium. Congratulations to our colleagues in the region! A recent post from the Belgian Embassy in Ottawa: https://www.linkedin.com/posts/belgiumincanada_canada-criticalminerals-quaezbec-activity-7341926800085663744-LlFH/? Our management and board works almost entirely for shares in the company to preserve cash for corporate development and as we believe in the future of what we are building. Our board often buys stock in the market. Our CEO also personally bought $650,000 of stock in the market between January 2025 - May 2025 while the global trade war situation was at full peak to support our stock and our shareholders. https://www.linkedin.com/feed/update/urn:li:activity:7423301949120335872/ Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this 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. Please also note that The Contrarian Capitalist does not have a position in First Phosphate at the time of this recording. 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 Senior Market Commentator Rudy Havenstein, of the popular A Havenstein Moment. Substack. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Wednesday 28th January 2026 AM Questions/Topics covered include: * Is the system broken by design, or did it just drift this way? * Is the biggest risk ahead economic… or psychological? * What’s the hardest truth people avoid about the current system? * Do you think the internet is waking people up or exhausting them into compliance? * Davos Establishment Can't Face the Truth, Live in a World of Fractured Fairy Tales * Rudy’s favourite bands, albums and music stories * MK Ultra * Has spending years thinking about money and power changed how you see people? * If you had to explain gold to a child, how would you do it? * Who do you read or listen to that you strongly disagree but do so with respect? * And much more Thank to you everyone who sent over their questions and my apologies if your question was not asked in this episode. Contact Information & Previous Recording You can connect with Rudy on X, on Substack at Rudy Havenstein and A Havenstein Moment. Our previous recording is below: Rudy also mentions following Tony Deden. His Substack is TQI capital. Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 28th January 2026. Protect your wealth. Defend your freedom. Outsmart the system. This post and video are FREE for everyone, and discusses: * $5,300 Gold and how high Silver could go * What a falling DXY means for your portfolio * Why the Fed not cutting rates should not be a surprise * Energy issues in the USA/UK and Germany * A snapshot of the markets and much more 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. Upgrade to Paid 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. The Fed did not change the rate today and they are very unlikely to in March as well, and 91% of people on Polymarket agree. Please do subscribe to Polymarket on Substack. Podcasts & Posts With $5,000 Gold and $100 Silver under our belts, The Sirius Report discussed a 2016 prophecy as well as the start of the resource war between the US and China. Paul Kiker of Kiker Wealth Management talked gold, portfolio positioning and how to potentially profit from a weaker US Dollar. There was also the 1st Contrarian Capitalist deep dive into a very profitable mining company. You can read about that below: Rudy Havenstein: Open Q & A - Is the System Broken by Design? News Links Trade deal: India and EU announce FTA amid Trump tariff tensions Gold Reacts to Japan Crisis-Risk The Grid Will Hold - Maybe - But The Bill Will Rise Power Diverted From Data Centers To Households Across PJM Network Amid Historic Freeze Upgrade to Paid 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! Thank you Global GeoPolitics, Dr Geoffrey H Anderson, geoffrey edwards, 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

Today’s episode features Paul Kiker, President/Chief Investment Officer at Kiker Wealth Management. Paul has 25+ years of experience in the financial services field, where he focuses on offering unbiased, personal advice. His hobbies include shooting sporting clays and fly fishing. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Tuesday 27th January 2026 AM Topics covered in this podcast/video include: * An introduction to Paul and his team at Kiker Wealth * 1 chart that shows that Gold has a lot of room to run to the upside * Why $5,000 gold and nothing breaking is a surprise to Paul * The DXY and a potential end of month breakdown * What asset classes historically benefit from a strengthening DXY * What asset classes historically benefit from a weakening DXY * Why a declining level of trust in the US has seen a tectonic shift in geopolitical thinking and strategy * And much more Contact Information To get in touch with Paul, please coordinate with Mackenzie at [email protected] or on phone at (706) 253-7285 You can also visit the Kiker Wealth Management Website. Please mention that you have come from The Contrarian Capitalist Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 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 HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Monday 26th January 2026 AM Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! Topics covered in this podcast/video include: * Why the West is being drained/is drained of its metals * COMEX/physical delivery challenges and the paper markets * Why Silver has a lot of room to run * Why a price difference exists between Western and Eastern Silver prices * Silver arbitrage, why and how it exists * Russia and the tokenisation of gold * Would Gold get revalued? And if it did, then what this would mean for the USD * Why the price of gold is not as important as the purchasing power of gold * The resource war between the USA & China * And much more We will record a second episode in due course. That episode will focus more on commodities and energy. Contact Information & Previous Conversations You can connect with The Sirius Report on X Or on YouTube at The Sirius Report Or on their Website or on Substack at The Sirius Report And a Silver video that I highly recommend you watch: Why Silver is REALLY at $103 - a lot of what you’re being told is nonsense. Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 Gold Investor Research author Chris Rutherglen. Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Thursday 22nd January 2026 AM Topics covered in this podcast/video include: * Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen * How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle * Commitments of Traders (CoT); what it is and why it matters * M2 Money Supply and what it shows long-term for gold and silver prices * ICL’s, ICH’s and Long-Term cycle levels for gold and silver * The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively * And much more Contact Information You can connect with Chris on Substack at Gold Investor Research Unlock Paid Access Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Wednesday 21st January 2026 AM Tom discusses: * Recessionary Indicators that show that a US recession is very likely to happen * How long and deep a coming US recession will likely be * Treasury, Gold, Silver & Oil predictions for 2026 * Will there be a liquidity panic driven sell off in gold this year? * Why the DXY could surprise to the upside in 2026 * Potential portfolio positioning for 2026 and beyond * And much more Contact Information & Previous Conversation You can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn. Our previous conversation from December 2025 is below: Upgrade to Paid This is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 21st January 2026. Protect your wealth. Defend your freedom. Outsmart the system. This post and video are FREE for everyone, and discusses: * Trump, tariffs, markets and mechanics * Davos, Greenland, NATO and the EU * A look in at commodities markets and other markets of notes thus far * Why your eyes should be on Japan * And much more NB - Apologies if you heard any banging or crashing during the course of this video. My delightful and wonderful neighbours were cleaning or just banging around for fun! Upgrade to Paid 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. My computers screenshot taker has decided not to work, but the market of the week is looking at whether or not Trump/USA will acquire Greenland before 2027. There is currently a 20% chance of this happening. I have a feeling that this will actually happen somehow! Please do subscribe to Polymarket on Substack. Podcasts & Posts News Links Trump, Davos and Greenland latest Ukraine Is Defending Itself With Money Europe Doesn’t Have UK households to get £15bn for solar and green tech to lower energy bills Government to offer cash payouts for people in financial crisis Upgrade to Paid 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! 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 Paul Musson, a professional investor managing $10 billion in assets and also with over 30 years of experience. Paul is also the author of Capital Offence: Why Some Benefit at Your Expense. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Monday 19th January 2026 PM Topics covered… 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 guest is Jon Forrest Little, publisher of The Silver Academy. Jon Forrest Little is a distinguished precious metals analyst, historian, and investigative journalist renowned for his interdisciplinary expertise and groundbreaking theories. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Monday 19th January 2026 AM In another straight talking and no holds barred episode, Jon dives into: * China launching QE as of Jan 2026 * The industrial and retail demand cases for Silver * Price distortions between Eastern and Western Silver, and what they mean * Why Gold breaking out from equities is a crucial indicator for Silver * Why exposure to miners could be more profitable than holding physical Silver * The Fourth Transformation and why this matters for Mexican miners * Potential Nationalisation of mining companies/resource companies * 4 mining companies to keep an eye on * And much more Contact Information You can connect with Jon at The Silver Academy. The Silver Academy articles mentioned include: Upgrade to Paid This is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives. Thank you for being part of The Contrarian Capitalist community! DISCLAIMER: Nothing in this podcast 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 Ted J Butler, Independent Analyst & Sound Money Advocate and also co-writer at the Sound Money Report. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Friday 16th January AM LAST CHANCE - Annual Subscription → Normally $110 → Now Just $55! Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off. This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist! This podcast episode reveals: * The shifting political tides from left to right in South America * Ted’s current thoughts on Silver and why the mining stocks might be better for silver exposure moving forwards * Why the RIGI (Argentina) is important for business and what you need to know about it * 1 potentially bearish signal for silver * Ted and Rob’s potential Oil plays * One potential company to keep your eyes out for * And much more Contact Information & Previous Recording Ted J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan Report You can also connect with Ted J Butler on LinkedIn. Please do check out the Sound Money Report too. Our previous conversation can be found below Disclaimer Nothing in this 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 Laurent Lequeu aka The Macro Butler AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Wednesday 14th January PM Eastern Time Annual Subscription → Normally $110 → Now Just $55! Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off. This 50% discount applies to all annual subscriptions taken before Saturday 17th January 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist! In this podcast/video, you will learn: * The case for Platinum to Gold ratio going back to 1:1 * 10 Macro Butler Financial Forecasts for a Fiery 2026 * Why Energy stocks are primed to rip in 2026 * Oil and gas sectors, why they are unloved and why the opportunities are great * 2 potentially beneficial Oil ETF's - XLE & XOP * 1 potentially beneficial wheat/agricultural ETF - MOO * The Macro Butler’s oil price prediction for 2026 * Latest geopolitical developments and what could happen next * And much more Contact Information & Previous Recordings You can connect to The Macro Butler on Substack. For HNWI’s that would like to connect with The Macro Butler then you can do so by e-mailing [email protected] Website - www.themacrobutler.com You can also listen to our previous conversations using the links 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