Kontrarian Korner
Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com www.kontrariankorner.com
10
Everything, Everywhere, All At Once
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com<br/><br/><p>I hope everyone is enjoying the long weekend, and I wanted to do a quick update on all of the stuff going on recently, from the talk about Greenland and Canada to the upcoming World Economic Forum and Trump’s speech set for Wednesday. It has been everything, everywhere, all at once on the geopolitical stage so far in 2026, and it’s worth keeping an eye on as this year develops. I also talked about news updates from several companies that I ow...
Kontrarian Korner #83 - E.M. Burlingame
<p>Yesterday I had E.M. Burlingame on the podcast to talk about the fast start to 2026 as far as geopolitics and financial markets. We touched on everything from Venezuela, to the Middle East and China, as well as the current political situation in the US. We also got into some of the changes happening in financial markets, and what we could see long-term as far as a complete change in the financial system. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter.</p><p>Podcast Summary</p><p>* Recent events in Vene...
Kontrarian Korner - A Deep Dive On First Tin
<p>On Friday, I had Sara (TripleS Special Situations) and Albert Collette on the podcast to discuss the tin market, why it presents an interesting opportunity, and why First Tin is an attractive way to play that opportunity for investors. Sara has experience in the commodities space as an operator and investor in opportunities that are off the beaten path, and Albert is a former board member of the company. Both of them own a decent sized stake in the company, and they lay out a compelling case for the potential upside over the next couple years for the company...
Venezuela & A Look At Ratio Charts
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com<br/><br/><p>I wanted to do a video as a follow up to my post yesterday and talk about recent events in Venezuela, how it might impact different energy subsectors, with a focus on $OIH and $SLB for example. I also took a look at some long term ratio charts for different assets and commodities of interest. I have included links below for stuff I talked about in the video, but it’s worth a watch for investors looking at where money might co...
Kontrarian Korner #82 - Vince Lanci
<p>Yesterday I had Vince Lanci back on the podcast to discuss everything going on precious metals and his outlook for the sector in 2026. We talked about the recent move in silver, some of the current events, and why he’s still bullish. We also talked about gold leading the whole commodities complex, platinum flying under the radar, but breaking out to its highest level since 2011, and everything else that he is watching as 2025 draws to a close. You can find Vince’s Substack below, but he’s also worth a follow on Twitter.</p><p>Podcast Summary</p><p>* The ph...
Kontrarian Korner #81 - Purple Drink Capital
<p>Yesterday, I had PurpleDrinkCapital back on the podcast for an update on what he is seeing in markets. We talked about the recent Fed meeting and broader markets, and we also bounced around the different commodity sectors. He explained what he looks for in the charts and how it impacts his strategy, but it was a great conversation for a broad look at financial markets as we head into 2026. For anyone listening on Apple Podcasts or Spotify, we were looking at charts a fair bit, so you might want to switch over to Substack or YouTube. You can find...
Kontarian Korner - Ross Jennings
<p>Yesterday I had Ross Jennings on the podcast to talk about Millennial Potash. He’s the largest shareholder and owns more than a quarter of the stock, and our conversation got into many of the questions I have received on the company. We talked about everything from the political risk in Gabon, what the company has to do to get into production and how long he expects it to take, to the upside case if the company does get the Banio project online. For anyone interested in the company, this one is definitely worth a watch. You can also fi...
Breakouts, Breakouts Everywhere
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com<br/><br/><p>I wanted to do a video this week and get into some of the things that are looking interesting as we look ahead to 2026. I talked about a lot of the different commodities, sector ETFs (including South America), and other commodities that I have started to look at, including tin and lithium. Also, I am having Ross Jennings on the podcast tomorrow to talk Millennial Potash and hopefully dig even deeper, so if you have questions or topics that you want...
Kontrarian Korner #80 - Melody Wright
<p>Yesterday I had Melody Wright on the podcast to talk about all things real estate. We got into the changing demographic trends, institutional and foreign ownership of real estate, and the different narratives around equities, AI spending, and real estate. We also talked about the privatization of Fannie Mae and homebuilder sector, among other things. For anyone interested in real estate, Melody is a must follow, and you can find her Substack below, or on Twitter.</p><p>Podcast Summary</p><p>* The problems with the 50 year mortgage idea.</p><p>* Demographic trends that could have a huge impact...
Kontrarian Korner #79 - Scott Osheroff
<p>On Friday I had first time guest Scott Osheroff on the podcast. He runs Yurta Capital and is focused on overlooked opportunities in frontier markets and commodities. We talked about his experience traveling and investing all over the world, and why he thinks we will see a capital rotation to markets outside of the US. We also bounced around different commodities sectors, and which ones he finds appealing today. You can find him on Twitter and on Telegram. </p><p>Podcast Summary</p><p>* His experience in Asia, Eastern Europe, and looking at opportunities in overlooked areas of the...
