About this episode

Ben Kelleran interviews Matt Smith about financial market caution, technological advancements, and cultural shifts in the current economic landscape.

Yesterday I had Matt Smith @ Crisis Investing back on the podcast. We talked about Schrodinger’s ceasefire in the Middle East and why he is cautious on financial markets for the rest of 2026. We also talked about rapid technological advancements and living in an era of revolutionary change, and how shifts in the economic and financial systems will feed into culture and politics. If you’re looking for a podcast with a mix of current events and big picture long term topics, you will enjoy this one. You can find Matt on Twitter and at Crisis Investing. Podcast Summary * The supply disruption with the Strait of Hormuz, how the SPR and China reducing imports have delayed things, and the complacency around bigger problems. * The hyperfinancialization of markets and the economy, and why he thinks we could see a washout in the second half of this year. * The pullback in resource stocks this year, and why he thinks there is a long term opportunity there. * Enshittification of different industries and the involvement of private equity and credit. * How cheap capital has created distortions over the last several decades. * The revolutionary period that we are in for economic systems and…

People in this episode

Host: Ben Kelleran

Guest: Matt Smith

Topics covered

• financial markets
• technological advancements
• economic systems
• cultural shifts
• resource stocks
• current events

Keywords

• financial markets
• Middle East
• resource stocks
• technological advancements
• economic systems
• COVID

Mentioned in this episode

Organizations: Crisis Investing

Places: Middle East, Strait of Hormuz

More episodes of Kontrarian Korner

• The CIA Files - Part 12 · July 21, 2026 · 1h 13m
• Kontrarian Korner #132 - Purple Drink Capital · July 20, 2026 · 56 min
• Kontrarian Korner #131 - Tom Luongo & Dexter White · July 17, 2026 · 1h 40m
• The CIA Files - Part 11 · July 15, 2026 · 1h 9m
• The CIA Files - Part 10 · July 8, 2026 · 1h 5m
• Kontrarian Korner #129 - Porter Collins & Vincent Daniel · July 7, 2026 · 1h 15m

Explore listener stats, chart rankings, contacts and more on the Kontrarian Korner podcast page.