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This Wednesday 21st October 2026 Mid-Week Macro is sponsored by Norsemont Mining. Norsemont Mining Inc. (CSE: NOM | OTC: NRRSF | FRA: LXZ1) owns the Choquelimpie Project - a past-producing gold-silver mine in northern Chile with a current NI 43-101 mineral resource estimate of 2,184,000 indicated gold equivalent ounces and 557,000 inferred gold equivalent ounces. Supported by established infrastructure and high-grade intercepts from surface, Choquelimpie presents a rare exploration and development opportunity in a proven jurisdiction. Adam Fayed and I will be doing another webinar on Tuesday 27th October 2026. FREE Webinar Registration Below. 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 I’d recommend having a look at the excellent an interactive 2026 Midterm Elections predictions & odds on Polymarket 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 Japan’s Electricity Prices Surge 25% As LNG And Coal Costs Soar Bolivia’s Energy Crisis Deepens As Natural Gas Reserves Run Dry 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 Ben Kelleran, Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on 20th October 2026 PM U.S. Time 10 Key Points from this conversation: * AI CapEx cycle exceeds past infrastructure booms and relies on opaque, illiquid funding that risks a sharp dry-up. * Circular financing (e.g., Nvidia-CoreWeave ties) and growth-at-all-costs incentives create a potential financial train wreck. * AI tools are genuinely useful but heavily subsidized; true unsubsidized prices would be far higher. * Gold, silver and commodities are likely higher over 10 years as inflation hedges; AI persists after a major washout. * Real inflation runs 7–15%; fiat debasement favors physical metals over current bond yields. * Expect yield-curve control and experimentation before bonds become attractive at much higher rates. * Western governments appear at odds with native populations via mass immigration patterns. * France (and similar) unrest stems from non-assimilating inflows prioritizing handouts over host interests. * US midterms risk low Republican turnout if Trump-era promises go unmet; focus shifts to local politics. * Prioritize local impact, side businesses and mental breaks from social media over federal-level fixes. Contact Information & Previous Recordings 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! 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

Ted J Butler is a Senior Analyst at Silver Advisor, co-founder of the Sound Money Report and also chairman at the Swiss Mining Institute. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Friday 16th October PM Eastern Time. 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! 5 Key Takeaways: * A clear rightward political shift across Latin America (Argentina, Bolivia, Chile, Colombia, and likely Brazil) is creating a strongly pro-mining, pro-business environment that attracts foreign investment and supports commodity growth. * Ted’s new role as Chairman of the Swiss Mining Institute positions him at the intersection of this political change and the ongoing commodity supercycle, with a major Panama conference set for April 2027. * Solar demand for silver is falling (projected drop of ~40 million ounces), but this is being offset by rising industrial uses in data centres, drones, humanoid robots, EVs, and related electronics. * Silver’s unmatched electrical and thermal conductivity gives it a durable “moat” in high-performance applications such as drone EMI shielding, making substitution difficult. * Higher energy costs are squeezing mining margins somewhat, yet the sector remains highly profitable; gold’s resilience is helping insulate silver amid rate and oil pressures. Contact Information & Previous Recordings 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 and please do check out the Sound Money Report. Ted is also Chairman at Swiss Mining Institute. If you would like to attend the SMI Conference in Zurich in March 2027 and/or Panama in April 2027, then please send a message to Ted J. Butler or Manuel Bally.Please mention that you have come from The Contrarian Capitalist. Our previous conversations can be found below: 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 Norsemont Mining (CSE: NOM | OTC: NRRSF | FRA: LXZ1) CEO & Chairman Marc Levy. Norsemont Mining Inc. (CSE: NOM | OTC: NRRSF | FRA: LXZ1) owns the Choquelimpie Project - a past-producing gold-silver mine in northern Chile with a current NI 43-101 mineral resource estimate of 2,184,000 indicated gold equivalent ounces and 557,000 inferred gold equivalent ounces. Supported by established infrastructure and high-grade intercepts from surface, Choquelimpie presents a rare exploration and development opportunity in a proven jurisdiction. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Monday 12th October 2026 AM Disclaimer: Paid advertisement on behalf of Norsemont Mining (OTC: NRRSF | CSE: NOM). The Contrarian Capitalist was compensated by Norsemont Mining for producing this interview. Robert Smallbone (The Contrarian Capitalist) holds no securities of Norsemont Mining at the time of this post. Nothing contained in this video/podcast constitutes investment advice. Please do your own due diligence. 10 Key Takeaways: * Chile’s recent shift to a right-leaning government is strongly positive for mining: the new president prioritises jobs, has announced tax cuts (27% → 23%), and is expected to speed up permitting and offer greater support. * Norsemont’s Choquelimpie project sits in Northern Chile with an existing 3,000 tpd plant that can be expanded to 4,500–5,000 tpd, plus duty-free/tax-free zone benefits that allow cheaper equipment imports and a 30% tax credit on infrastructure capex. * Strong local community and government support exists, including the Aymara indigenous community and regional authorities, with locals even protesting in favour of mining permits; the company already supplies water to a neighbouring mine and local farmers. * The project benefits from on-site water (four wells) at ~4,500 m elevation, avoiding the costly desalination pipelines that many other Chilean miners require. * Drilling is largely restricted to April–November because of intense Altiplano lightning storms (December–March); the camp and other work can continue year-round. * Recent Phase 3 drilling delivered strong results, including ~3.59 g/t Au over 41 m (with the final 18 m near 10 g/t) and consistently higher grades at depth; mineralisation now extends well below the previous ~70 m resource limit. * Higher-grade gold at depth, plus over-limit lead/zinc/silver values, support the thesis of a deeper copper porphyry system; the company has expanded its land package by ~30% both to protect mineralisation and to allow future plant expansion. * Key near-term milestones: final environmental study by end-December 2026, PEA and updated resource (expected to grow significantly) in Q1 2027, metallurgical results this quarter, and a path to first production at ~30–40 koz AuEq/year with total capex estimated at ~$50–51 million. * All-in sustaining costs are currently modelled around US$1,000–1,012/oz; at today’s ~US$4,000 gold price this generates substantial free cash flow that could self-fund a larger sulphide plant (targeting ~210 koz/year) with minimal further dilution. * The share register is tightly held; Roughly a dozen investors (including the CEO’s family, a large German family office, Larry Lepard, Crestcat, and others) control ~60% of the company and are focused on long-term production and multi-bagger returns. Norsemont Mining Inc. Latest News Norsemont Hits 41 Meters of 4.59 g/t Gold as Phase 3 Drilling Continues to Expand the Choquelimpie System - 17th Sep 2026 Beaver Creek Presentation - 22nd Sep 2026 Norsemont Provides Choquelimpie Drilling Update - 1st Sep 2026 Corporate Presentation - 17th Sep 2026 Social Media, Previous Recording and IR Contact Twitter: @norsemont LinkedIn: @norsemontmining Facebook: @norsemontmining YouTube: @norsemontmining For more information, please contact the Company at: [email protected] Relations: Paul Searle (778) 240-7724 DISCLAIMER: Paid advertisement on behalf of Norsemont Mining (OTC: NRRSF | CSE: NOM). This post/podcast/video is disseminated on behalf of Norsemont Mining. The Contrarian Capitalist has received compensation from Norsemont Mining. Robert Smallbone (The Contrarian Capitalist) holds no securities of Norsemont Mining at the time of this post/podcast/video. 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. CC is not liable for representations, warranties, or omissions in its content. By accessing CC content, users agree that CC and its affiliates bear no liability related to the information provided or the investment decisions you make. 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 October 2026 with The Contrarian Capitalist and Tom Bradshaw. 4 small bits of housekeeping * This video was recorded on Thursday 15th October 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. The importance of Margin Debt (adjusted for M2 Money Supply) 5 Key Takeaways for those that don’t have time to watch the full video (done via AI) * Margin debt (adj. for M2) at record highs — now ~7% above 2000 and ~15% above 2007 peaks. * Danger zone breached — above $1.2T previously triggered 50% (dot-com) and 58% (2007) market crashes. * Record time in danger zone — already 12 months (vs 9 months pre-2000, just 3 months pre-2007). * Explosive recent surge — up 71% in the last two years, matching the momentum seen before the last two major bubbles. * High risk of severe deleveraging — history points to a potential 50%+ market drop; time to de-risk and hold cash. 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 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 [email protected] 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 [email protected] 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

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 = [email protected] (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