The Contrarian Capitalist Podcast

Welcome to Chart of the Month for July 2026 with The Contrarian Capitalist and Tom Bradshaw.3 small bits of housekeeping* This video was recorded on Thursday 16th July 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.The investor credit chart and what it could be signalling for U.S. equities, particularly now that investor credit has reached a record -$992 billion 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

The Jerz Group - Plan B Mastery: Tax Residencies, Second Passports & Asset Protection in 2026Today’s guest is Jerz, CEO of The Jerz Group.With nearly 20 years of hands-on experience, Jerz shares how entrepreneurs, digital nomads, and high-net-worth individuals are building robust Plan Bs, including tax residencies, second citizenships, asset protection structures, and offshore setups.In this episode:Why Malta is one of the strongest EU plays right nowHow Paraguay + Panama structures work perfectly for e-commerce and online businessesAffordable entry points (yes, you can start for just a few thousand dollars)CRS updates, foundations vs trusts, and why your Plan B must evolveGeorgia, naturalization paths, and what’s changing in 2026Contact DetailsI 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 of the contact methods below and please mention that you have come from The Contrarian Capitalist.Phone - +15109859990E-mail - jerz@thejerzway.comX = The Way of Jerz (@TheJerzWay)Website = https://www.thejerzgroup.com/For full disclaimer - The Jerz Group and The Contrarian Capitalist have an informal affiliate partnership set up at the time of 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

Welcome to Mid-Week Macro for Wednesday 8th July 2026, 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 linkMid-week Polymarket marketThe World Cup has now been whittled down to 8 teams, and France seem to be the clear favourites. Their Quarter Final against Morocco will not be easy. England have a tough game with Norway on Saturday 11th July. A potential semi-final with Argentina awaits.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 LinksNew Strikes On Iran Significantly Stronger Than Earlier Attacks, As IRGC Targets US Navy WarshipsIran fires at American military sites in Bahrain and Kuwait after US hits dozens of Iranian targetsWhat Future Awaits Ukrainian Military-Aged Male Refugees In The EU?And as per Lord Bebo on XHigher Electricity Rates In Blue States Linked To Renewable Energy PoliciesDISCLAIMER: 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 the Monthly Wrap for June 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.5 small bits of housekeeping* This video was recorded on Tuesday 30th June 2026 PM UK time* The chart deck was also inserted on Tuesday 30th June 2026 PM UK time* Please do provide feedback. What do you like? Not like? What do you want to see discussed? All feedback is useful.* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.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 Tuesday 7th July, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!https://contrariancapitalist.substack.com/july4specialQuote of the Month"The four most dangerous words in investing are, it’s different this time."Sir John TempletonMove of the MonthSILVER 🔴June Close = $58.51 - DOWN -$16.78 (-22.29%)Chart DeckGOLD 🔴June Close = $4,006.29 - DOWN -$531.87 (-11.72%)BITCOIN 🔴June Close = $58,517 - DOWN -$15,051 (-20.46%)COPPER (per lb USD) 🔴June Close = $6.24 - DOWN -$0.14 (-2.26%)PLATINUM SPOT 🔴June Close = $1,551.30 - DOWN -$369.90 (-19.25%)PALLADIUM SPOT 🔴June Close = $1,208.15 - DOWN -$148.52 (-10.95%)URANIUM U308 FUTURES 🟢June Close = $85.25 - UP +$0.35 (+0.41%)NATURAL GAS (Henry Hub Natural Gas Spot Price) 🟢June Close = $3.231 - UP +$0.085 (+2.70%)Dutch TTF Natural Gas Month Futures 🔴June Close = €43.445 - DOWN -€2.555 (-5.56%)WTI (West Texas Intermediate) 🔴June Close = $70.02 - DOWN -$17.73 (-20.21%)BRENT CRUDE 🔴June Close = $72.92 - DOWN -$18.10 (-19.88%)DOW JONES 🟢June Close = 52,323.24 - UP +1,286.15 points (+2.52%)NASDAQ 🔴June Close = 30,276.36 - DOWN -56.82 points (-0.19%)S & P 500 🔴June Close = 7,499.35 - DOWN -80.70 points (-1.06%)RUSSELL 2000 🟢June Close = 3,024.37 - UP +105.03 points (+3.60%)FTSE 100 🟢June Close = 10,516.8 - UP +149.3 points (+1.44%)FTSE 250 🔴June Close = 23,133 - DOWN -370 points (-1.57%)DAX 🔴June Close = 24,995.81 - DOWN -108.89 points (-0.43%)KOSPI 🟢June Close = 8,476.48 - UP +0.33 points (+0.00%)NIKKEI 🟢June Close = 70,850 - UP +4,652 points (+7.03%)HANG SENG 🔴June Close = 22,881.03 - DOWN -2,301.37 points (-9.14%)Please share The Contrarian Capitalist with your network and please also leave your feedback. Are there any markets you would like to see covered? Please comment 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

Welcome to Mid-Week Macro for Thursday 25th June 2026, sponsored by Adam Fayed.Government regulation and oversight are increasing worldwide. Smart individuals are building Plan Bs, 2nd residencies, 2nd passports, and offshore assets, but few consider one of the most powerful protections available: asset confidentiality.In this practical, no-fluff webinar on Wednesday 8th July, financial author and wealth manager Adam Fayed will reveal:* What asset confidentiality really means and why it matters now more than ever* Legal structures that deliver genuine privacy* Smart alternatives to prenuptial agreementsWednesday 8 July 2026* 02:00 PST* 05:00 EST* 10:00 UK* 11:00 CET* 19:00 SydneyCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketBetween $3,800 and $4,200 is pretty solid to me.Don’t rule out a dip below $3,800 though as that would really ruin sentiment!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 linkPaid 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 LinksAs per Michael A. Arouet on X75% Of US GDP Growth In The First Quarter Was Due To AI | ZeroHedgeBitcoin Tumbles As Strategy Slammed, Faces Massive $10 Billion Option Expiry | ZeroHedgeDISCLAIMER: 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 Miles Harris, who has a BSc and Master’s in Economics.Mr Harris has been studying financial crises since 1999: Russia, Asia, Argentina, and the 2008 collapse.History doesn’t repeat; it rebrands.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Tuesday 16th June 2026 PM UK Time.Miles deep dives into:* The Bank of Japan has raised interest rates to their highest level since 1995, signalling the potential end of the cheap money era.* What higher Japanese rates could mean for global liquidity and financial markets.* Singapore’s growing role as a global bullion and precious metals hub.* The development of gold backed digital settlement systems and their potential use within BRICS trade networks.* Why gold remains the ultimate settlement asset in an increasingly fragmented world.* The mechanics driving global de-dollarisation and the search for alternatives to the US dollar.* How central banks are positioning themselves for a more multipolar monetary system.* The opportunities and challenges of tokenising silver and other precious metals.* An overview of Project Vault, the Silver Act, Meridian and the Clarity Act.* Why emerging legislation defining bank deposits as digital assets could reshape the future of finance.* And much moreContact Information & Previous RecordingYou can connect with Miles Harris on YouTube, Substack at Miles Harris, X, TikTok and also the Navigating the Ledger website.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

Welcome to Chart of the Month for June 2026 with The Contrarian Capitalist and Tom Bradshaw.Get your tickets to the RULE SYMPOSIUM 20263 small bits of housekeeping* This video was recorded on Monday 15th June 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.June’s chart of the month looks at Bitcoin versus the 3x leveraged NASDAQ ETF, dating back to 2012. Over this extended period, Bitcoin has exhibited a remarkable 92% correlation.Does this mean that Bitcoin is a safe haven? Or behaves more like a highly leveraged expression of risk appetite? 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 20th May 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and topics covered include:* A personal update as I am back in the UK for the foreseeable future* Commodities and equities overview* What else to look for in the week aheadUpgrade to Contrarian Capitalist Paid Today 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 marketI do think that the following market is mispriced. Sir Keir Starmer is not necessarily in the strongest of positions but he would have no need to leave at the moment if he doesn’t want to, despite what the Labour backbenchers (and most of the population) want.Please subscribe to Polymarket on Substack.I have worked with The Jerz Group to setup a US LLC as well as banking, tax structuring and for future proofing both The Contrarian Capitalist and personal and family positions.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 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.Podcasts & Posts & Article LinksUK Moves To Ban New North Sea Oil & Gas Licenses PermanentlyThree Supertankers Carrying 6 Million Barrels Exit Strait Of HormuzTrump endorses Ken Paxton in Texas, gambling on a challenger with baggage in a crucial raceReactions To Rep. Massie’s DefeatOil Prices Extend Decline After The Largest Crude Inventory Drawdown In History, Cushing ‘Tank Bottoms’ Loom 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