Kontrarian Korner

Apr 13 2025 57 ep. 61 mins 43
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 #49 - Russell Clark

Apr 13 2025 61 mins  
On Thursday I had Russell Clark on the podcast for the first time for a great conversation. We talked about the US financial markets looking like an emerging market, how politics drives financial markets, and some of the things he’s watching right now. We also talked a little bit about the launch of his new fund, Brumby Capital. Podcast Summary* How the US is behaving like an eme

Kontrarian Korner #48 - Vince Lanci

Apr 11 2025 58 mins  
Yesterday I had Vince Lanci back on the podcast again, this time to talk about what is going on between the US and China. It was a fascinating conversation on the tariff situation, what negotiations might look like, and where things might be headed. We also talked about gold, oil, the worst case scenarios for the US and China, and how they might meet in the middle. You can find Vin

Kontrarian Korner #47 - Mel Mattison

Apr 08 2025 65 mins  
Yesterday I had Mel Mattison on to talk about the recent chaos in financial markets and Trump’s tariff plan. We talked about how expects a resolution in the next six to eight weeks on tariff negotiations (maybe sooner), and why China is the target of Trump’s recent announcement. We also covered the crosscurrents facing the administration as far as the financial system and geopo

Kontrarian Korner Happy Hour

Apr 06 2025 3 mins  
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Friday afternoon I had Dylan Marrello back on the podcast for a Happy Hour podcast. We talked about the bloodbath in financial markets on Thursday and Friday, the broad uncertainty around tariffs, and wild swings in the market. He pointed out that Trump Derangement Syndrome might potentially im

Kontrarian Korner #46 - Nugget Capital Partners

Apr 01 2025 56 mins  
On Friday I had Roger LaFontaine (an alias) on the podcast to talk about what is going on in Canada right now. He writes a Substack called Nugget Capital Partners, which is focused on opportunities in Canadian markets, primarily in the Energy and Real Estate sectors. We talked about the upcoming election in Canada, his thoughts on different stocks in Canadian markets, and what he l

Kontrarian Korner #45 - Doug Terreson

Mar 25 2025 51 mins  
Yesterday I had Doug Terreson on the podcast to talk about energy as well as his book, Can’t Deny It. It was a great conversation on what has happened in the energy industry over the last 30 years, but we also discussed what he sees coming over the next several years for the sector. Doug had a long career on Wall Street as a renowned oil analyst at Morgan Stanley and Evercore, an

Kontrarian Korner #44 - John Carter

Mar 20 2025 77 mins  
Last week I had John Carter on the podcast to discuss Canadian politics, their upcoming election for Prime Minister, and his thoughts on the long-term future of Canada. We talked about some of the issues plaguing Canada today, and how he sees things playing out. It was also an excuse to talk with him about one of the most interesting Substack posts I have seen in the last year on A

Kontrarian Korner #43 - Chris MacIntosh

Mar 11 2025 57 mins  
Last week I was able to get Chris MacIntosh on the podcast, and it was a fascinating conversation. We talked about the different cycles that are all converging, the geopolitical situation in Europe, and opportunities in different commodities and South America. He’s very sharp on a bunch of different topics, from history to financial markets and everything in between. If you want

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