The Contrarian Capitalist Podcast

Ted J Butler works with Ronnie Stoeferle on the In Gold We Trust Report, also for the Sound Money Report on Substack, David Morgan for The Morgan Report, and with Peter Krauth covering Silver Mining Stocks for the Silver Advisor.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 29th May 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!Topics covered in this podcast include:* Key takeaways from the silver section that Ted worked on for the In Gold We Trust Report.* What you have to look for when analysing mining companies and the general case for silver miners, which includes highlighting current profit margins and why the miners might be better * Why Silver is still in short supply due to a lack of mine production, and why this will likely lead to continued deficits for the foreseeable future.* Solar Demand: Why the demand destruction bear case is hyperbolic in light of elevated oil prices.* Emerging Industrial Demand. Are data centres and EV’s/EV batteries to become Solar’s successor?* And much moreContact Information & Previous RecordingTed J Butler is also a senior analyst for The Silver Advisor and a contributing writer for The Morgan ReportYou can also connect with Ted J Butler on LinkedIn.Please do check out the Sound Money Report too.Our previous conversations can be found belowDisclaimerNothing in this 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 David Morgan, founder of The Morgan Report.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Tuesday 26th May 2026 early PM Eastern Time.A wide range of talking points are covered, including:* Gold and silver miners are now doing more share buybacks than at any other point in history. Why this is important and what does this mean?* The importance of the bi-partisan Silver Act 2026. Why it is the most important piece of bullion legislation since the Silver Purchase Act 1934 and why this potential diversification will help Silver.* How to potentially successfully play the silver and mining markets moving forwards i.e. Should you have cash on hand just in case a recession comes? How much weighting should you have in your portfolio?* Whether or not silver being stuck in a $70 -$90 trading range is healthy behaviour* How long David thinks we have left to benefit from this silver market* The significance of rising bond yields and what they are telling us about the current market structure.* And much more* Please watch the excellent Silver Sunrise Documentary. It is 83 minutes long and packed with incredible information and insights.Contact Information & Previous RecordingYou can follow David’s work at The Morgan ReportAnd please watch the excellent Silver Sunrise DocumentaryAnd also follow David on both X and LinkedInTake 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

Today’s podcast guest is Craig Tindale.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 20th May 2026 AM UK time.Craig Tindale deep dives into:* Why money has become disconnected from physical reality, and what the growing divide between finance and matter means for the global economy moving forward* Why overly complex systems and economic models often fail, leading policymakers and institutions toward flawed solutions* The explosive growth of AI and data centres, and the looming battle for rare earths and critical mineral supply chains* The “Four Horsemen of the PolyCrisis”: sulphur, naphtha, El Niño and central bank amplification* Why China’s dominance over mineral processing and supply chains is largely the result of long term Western policy failures* Why nations may need to simplify systems and return to greater self sufficiency in energy, industry and strategic materials* The major differences between Western and Chinese financing systems when it comes to building mines, refineries and large scale infrastructure projects* “Tindale’s Trap,” reserve currency weakness, and how the United States could potentially turn structural vulnerabilities into strategic strengths* Climate change misconceptions, industrial realities and much moreContact Information & Posts to ReadPlease connect with Craig Tindale on Substack and on X.You should also read "Critical Materials: A Strategic Analysis " by Craig, 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

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

Welcome to Chart of the Month for May 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20263 small bits of housekeeping1) This video was recorded on Thursday 14th May 2026 PM Eastern Time. 2) NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.3) Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.May’s chart of the month asks the question of whether or not the 2026 AI Bubble is the 2nd biggest bubble seen in 80 years! 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/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 3rd April 2026 Mexico City time.The Royalty King discusses:* The Permian Basin and its importance with regards to Oil, Natural Gas and Water* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems* Industry-Level Water Usage and Challenges* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)* And much moreContact Information & Article RecommendationYou can connect with The Royalty King on Substack and on X.The raw study PDF file can be found in the article below: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