Kontrarian Korner

Mar 04 2025 49 ep. 62 mins 44
Kontrarian Korner Podcast artwork

Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com

www.kontrariankorner.com

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Kontrarian Korner #42 - Veles

Mar 04 2025 89 mins  
Yesterday I had Veles from RogueNews on the podcast, and it was a fascinating conversation. I listened to the whole thing a second time when I was editing it last night, and I am definitely looking forward to another conversation with Veles in the future. We talked about the realignment of the global economic and political system, why gold is flowing into the US again (just like it

Kontrarian Korner #41 - John Polomny

Feb 25 2025 76 mins  
Last week I was able to have John Polomny back on the podcast for another great conversation. We looked at some of the commodities sectors that both of us find interesting, and some of the opportunities in the market today. We also talked about the current geopolitical landscape and American culture. You can find his Substack below, but he is also a very entertaining follow on Twit

Talking Sable Offshore With Vince Lanci

Feb 24 2025 5 mins  
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comAfter I recorded recently with Vince Lanci for a podcast on gold and the LBMA, we got to chatting about oil and I told him about Sable Offshore $SOC (I know that is probably shocking to some of you). He invited me to one of his Sunday conversations with some of his subscribers to discuss the situa

Kontrarian Korner #40 - Matt Warder

Feb 18 2025 59 mins  
Last week I had Matt Warder back on the podcast to give us an update on the coal sector. We talked about why it might be tough sledding in 2025 for coal stocks, the different companies in the US and Australia, and more. You can find Matt on Twitter and on Substack below. He is must follow for any investor interested in the coal sector.Podcast Summary* His broad outlook for thermal

Kontrarian Korner #39 - Vince Lanci

Feb 16 2025 52 mins  
On Friday I had Vince Lanci back on the podcast to discuss what has been going on recently in the Gold market. We discussed what is going with the LBMA, COMEX, and the gold flowing into the United States. We also briefly covered his thoughts on silver, platinum, and oil. It was a fun conversation and should help listeners get a handle on what is going on with gold right now. You sh

Kontrarian Korner #38 - Mike Farris

Feb 13 2025 91 mins  
Yesterday I had Mike Farris come back on the podcast to discuss a wide variety of topics, from geopolitics, Trump 2.0, to the health of America, and the pros and cons of podcasting and content creation. He let me rant a bit a bit on some of the things going on today, but it was a fun conversation. You can find him on Twitter, YouTube, and all of the main podcast apps. Podcast Summa

Kontrarian Korner #37 - Tommy Deepwater

Feb 11 2025 50 mins  
Yesterday I was able to talk with Tommy Deepwater, who has been following offshore oil services for more than a decade, with a focus on deepwater. We talked about some of the recent news from the sector, the trend of consolidation and M&A, and where the offshore cycle sits today. His Twitter is a must follow for his weekly updates on the sector. It was a great follow up to my podca

Kontrarian Korner #36 - Doomberg

Feb 06 2025 49 mins  
Yesterday I had the pleasure of chatting with Doomberg for part 3 of my podcast series on oil. We bounced around a bunch of different topics, from geopolitics and Trump, to his view on the Permian Basin and OPEC, to other sources of oil supply like the Vaca Muerta in Argentina. It was a great follow up to the first two parts of the series. Podcast Summary* The geopolitical big pict

Kontrarian Korner #35 - HFI Research

Jan 30 2025 55 mins  
Wilson from HFI Research joined me yesterday for part 2 of my series on oil, and we had a great conversation on a variety of topics. We talked about his outlook for oil and gas in 2025, what he sees for US production and OPEC spare capacity in 2025, and some of the equities that he finds attractive today. You can also find him on Twitter where he posts some of his work on oil and g

Kontrarian Korner #34 - The Crude Chronicles

Jan 28 2025 65 mins  
Today I’m excited to publish the first part of a podcast series on oil that I will be doing over the next couple weeks. Rob Connors, the author of The Crude Chronicles, joined me for part 1 to give us a historical look at where we are in the cycle today. He also provided a detailed slide deck that we went through, which I included below. If you want to follow him on Twitter, he a