Kontrarian Korner

On Monday I had the Colonel back on for Part 24 of the CIA Files. This week we did the first of two parts on the MK Ultra program. We covered the different historical roots of using drugs to influence culture and the population, the ties into different industries and institutions, and the global nature of these operations. If you’re interested in the story around LSD, the program’s ties to the eugenics movement, or the ties to music and the Weather Underground, you will enjoy this one. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

Yesterday I had Chris Irons (Quoth the Raven) on the podcast for the first time. We talked about his view of financial markets, the geopolitical situation, and the changes he sees on the horizon over the next year. He also laid out his view on the AI Capex bubble and the various funding mechanisms, what could prick the bubble, and why he expects yield curve control and inflation to be the path of least resistance moving forward. It was a great conversation and I’m already looking forward to round two for an update on how things are developing ov...

Yesterday I had Grant Williams on the podcast for the first time. It was a great conversation on where things stand in financial markets, geopolitical changes across the West, and changes on the horizon during the Fourth Turning. We also covered the generational divide, the lack of institutional trust, and a potential shift away from public markets toward private businesses. You can find Grant on his website and on Twitter.

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Yesterday I had Charles Spadille on the podcast again for a conversation on the state of men and women and how to fix it. We talked about how these issues always seem to flare up in the public consciousness ahead of political elections, the Cornell 7 coverage and how certain female behaviors have become more obvious in recent years, and why men and women are better together than they are apart. You can find Charles on Twitter and Telegram (@whiskeyandashes), and it sounds like he will soon be on Substack as well.

If you want to get...

Yesterday I had John Polomny back on the podcast to talk about where things stand in markets, current events, and the path forward for the US and the West. He laid out his thoughts on where we are in the market cycle, where he sees opportunities, and the investment bubble in technology. We also talked about some of the different societal breakdowns in the West, including sports gambling and prediction markets, the midterm sideshow, and why we are watching the early stages of World War III. You can find John’s Substack below, but you can also find him on...

Yesterday the Colonel was back for Part 23 of the CIA Files. We finished up talking about Operation Condor in South America in the late 60s and early 70s. This week we covered Uruguay, Chile, Bolivia, and Costa Rica. She laid out the motivations of major corporations in shaping CIA involvement in different countries in that period, the Colony of Dignity, and drug trafficking and human trafficking operations. We also made some comparisons to today, how people need to be held accountable, and how some of the different actions show up on the home front. You can find the Colonel...

Yesterday I had E.M. Burlingame back on the podcast to talk about his new project, The Forge Accelerator. He has built a custom AI model and his goal is to help men improve their ability to think for themselves. We talked about the importance of critical thinking, why it isn’t taught in the education system, and the importance of being grounded in reality. If you’re interested in hearing why critical thinking ability is going to be one of the most important skills over the next couple decades, you will enjoy this one. You can find EM on S...

Yesterday the Colonel was back for Part 22 of the CIA Files. This week we were setting the stage for Operation Condor in South America. She talked about the different operations in Ecuador, Brazil, Peru, and the Dominican Republic, and the activities of the CIA in the late 60s and early 70s, and how it ties in with different business interests. We also talked a bit about how the operations in South America are a little bit of a preview for events in the US like Waco and Ruby Ridge. You can find the Colonel on Twitter, Rumble, YouTube, and...

Yesterday I had Mark Mitchell of The Honest Poll back on the podcast to discuss the upcoming midterms, current events, and the ongoing civil war inside the conservative establishment. He laid out his polls and research on what he expects for the midterms, and why it won’t be pretty for Republicans, along with his thoughts on institutional decay, the generational divide when it comes to politics and economic policy, and why we could get an American Caesar in the next decade. Mark is a very entertaining follow on Twitter, but you can also find him on YouTube and on...

On Friday I had Dr. Jeremy Heffner and E.M. Burlingame on the podcast for another great conversation. It was the perfect follow up to our first conversation, and we got into the broken medical and insurance world, the different medications like birth control and SSRIs that have had a dramatic impact on men and women over the last several decades, and other philosophical questions that the West will have to face in coming years. You can find Jeremy on Twitter, and his book on his website, Proof Of The Impossible, and on Linkedin. You can find E.M.’s...

Yesterday I had Ronald Dodson back on the podcast to talk about current events, the conservative movement, and the setup for the midterms. We covered everything from the potential for a blue versus red Caesar, the shift to a multipolar world order, and why we could be in the early stages of World War III. If you’re interested in geopolitics or the state of the American right, you will enjoy this one. Ron publishes on The American Mind for the Claremont Institute, but you can also find him on Twitter and on Substack.

Podcast Summary

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Yesterday I had Mike Green on the podcast for the first time. We talked about how passive investing has changed financial markets, specifically how these changes have started to play a bigger role in bond markets. He also laid out how 3x levered ETFs and other forms of leverage (Situational Awareness) have exaggerated moves in financial markets. From there we detoured into wealth concentration, the need for political change, and why he thinks we are probably headed for a more authoritarian future. This was a great conversation, and if you somehow haven’t come across Mike’s work, you can...

Yesterday the Colonel was back for Part 21 of the CIA Files. We got to the second half of talking about the attack on the USS Liberty, specifically what happened after the attack. She explained why it was obviously intentional and how the cover-up went to the highest levels of the government, and why they still won’t open up the files. We also added some additional color on the attack itself, but if you want to dig into one of the most important false flags in US history, you will enjoy this one. You can find the Colonel on Tw...

Yesterday I had LTC Steven Murray on the podcast for the first time. We talked about current events in the Middle East and how it ties in with diesel and jet fuel, the American Empire’s focus on the Western Hemisphere, the pros and cons of AI, and where we are in the Fourth Turning. We bounced around on a bunch of topics, but if you want current events with a couple of rabbit holes, you will enjoy this one. You can find Steve on Substack, Rumble, YouTube, and Twitter.

If you want to get in be...

Yesterday the Colonel was back on for Part 20 of the CIA Files. This week we covered the USS Liberty and some of the lesser known details around the event. The Colonel laid out some of the different connections and information technology of the era, the different actors involved in the attack, and the US response that goes straight to the highest levels of the government at the time. Next week we will be covering the aftermath of the attack on the USS Liberty. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

If you...

On Thursday I had Dexter White back on the podcast. We talked about recent developments in the AI space and his view on regulation and the tech leaders driving the bus on AI. We also covered how Effective Altruism skews the worldview of some of these tech leaders, and some of the economic distortions that come from our parasitic financial system. He also talked briefly about the recent Fed decision and some of the other current events, but this was a great conversation for anyone that wants a more measured take on artificial intelligence. You can find Dexter on...

Yesterday Will Tanner of The American Tribune was back on the podcast. We talked about Noblesse Oblige again, and how it ties in with immigration and economic policy. He also laid out his reasons to be optimistic on the future of the US and potential changes on the horizon for different sectors of the economy. This was a fun conversation on a mix of recent events and big picture topics, and anyone interested in US history, Will’s a must follow. You can find Will on Twitter, as well as on The American Tribune Substack.

If yo...

Yesterday the Colonel was back on for Part 19 of the CIA Files. This was a great follow up to the JFK episode, but we talked about the cultural influence operations of the CIA in the 1960s and 1970s. Their operations ranged all the way from media, academia, religious missionaries, feminism and Gloria Steinem, to Hollywood, music, and drug operations of the cultural revolution. You can connect the dots from the roots of those operations (and many others) many decades ago to some of the cultural rot we see in Western culture today. You can find the Colonel on Twitter...

Yesterday I had Matt Dines on the podcast for the first time. We talked about his recent trip to the G20 Financial Summit and the business negotiations going on currently at the sovereign level. He also talked about his approach to the media environment and how he has built a framework to handle geopolitics and markets. We also covered the hyperfinancialization of the US and how that might change in coming years. It was a great conversation on what is going on right now globally and where things might be headed over the next decade. You can find Matt...

Yesterday I had Bazzel Baz on the podcast for the first time. He’s a former CIA officer that founded the Association for the Recovery of Children (ARC) in 1993. It’s a nonprofit that actively works to recover trafficked children, and they have a 100% success rate. We talked about what they do, the trafficking problem here in the US and how it has developed over the last several decades, how money laundering ties into it, and how some people at the highest levels of power are involved in different aspects of the trafficking operations here in the US. I thin...

On Monday I had Tom Luongo back on the podcast, and we did a bit of a detour from the usual geopolitical topics. We talked about food in the US, the meatpacking monopoly, societal changes that are coming, and the tax system. We also covered how recent moves in international bonds markets are connected, from Japan to the US and Europe. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns.

If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D...

On Friday I had Karl Dahl on the podcast for the first time. We talked about his experience in the tech industry, the H-1B invasion, cultural differences, and the importance of building in the real world. We also talked about our expectation for a small business boom, demographics as destiny, data centers, and a bunch of other topics. If you’re interested in the intersection of culture, politics, technology, and finance, you will enjoy this one. You can find Karl’s books on Amazon, but he’s also on Twitter and on Substack.

If you want t...

Yesterday the Colonel was back on for Part 18 of the CIA Files. I have been waiting for some time for this one, but we covered JFK this week. We talked about why it is important to zoom out and look all of the potential parties that could have been involved in JFK’s assassination (and why the official story is a load of crap), the Bay of Pigs, and Vietnam. We also connected the dots from JFK to other important events, and how pattern recognition can help us recognize events quicker today. You can find the Colonel on Twitter, Ru...

On Thursday I had J.D., the founder of Axios Fitness, on the podcast for the first time. Axios is going to be the first podcast sponsor, and we talked a bit about what Axios offers. We also talked about a wide variety of health and fitness related topics, from GLP-1s, peptides, and TRT, to nutrition, diets, and what most people get wrong when they are training. If you want to find J.D., you can find him on Twitter. If you want to get in better shape and see what Axios has to offer, J.D. is...

Yesterday I had Dr. Jeremy Heffner and E.M. Burlingame on the podcast for a conversation I have been looking forward to for some time. We talked about the nuances of AI, why each model is unique, and how it is going to change things moving forward. We also covered some of the high level societal problems, from the medical system to status hierarchies and the cyclical nature of history. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin. You can find E.M.’s Substack below, but he’s also wort...

Yesterday I had everyone’s favorite Cornell professor, Dave Collum, and the resident Operation Gladio expert, Colonel Towner-Watkins, on the podcast for a great conversation. We talked about everything from the Lindsey Clancy case, to how broken the pharmaceutical and medical system is, industrial food, Operation Gladio, and the corruption of the legal system. If you want a list of books to start the world’s most interesting conspiracy book collection, I have included the books we talked about in the podcast below. You can find Dave on Twitter, or under his desk. You can find the Colonel on Twit...

Yesterday I had the Colonel back on the podcast for Part 17 of the CIA Files. This week we were focused on the operations in Guyana and Brazil. The Colonel covered the different mechanisms that were used (and are still in use) to influence the political and economic spheres in those countries, and how it ties into recent events. We also did a couple of detours into topics like the NGO complex, the Council of Foreign Relations, and how institutions shape foreign policy, among other things. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

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Yesterday I had Craig Tindale back on the podcast for a great conversation. We covered supply chains such as naphtha and fertilizers, and why it will take some time to feed into the system. He also laid out why companies across the world shifted to just in time inventory management over the last several decades, the impact of hyperfinancialization, protectionist trade policy, and the real impact of climate change and other environmental policies. We wrapped up by talking about the different institutional hallucinations, and why AI is in the early innings of exponential growth. For anyone interested in the...

Yesterday I had the Colonel back on the podcast for Part 16 of the CIA Files. We followed up on our episode last week on Vietnam with a conversation on Cambodia and Laos. The main focus was the brutality of Pol Pot and the killing fields in Cambodia, and how the CIA was involved in the actions leading up to it. Then we moved to Laos and the CIA’s involvement there starting in the 1950s. We wrapped up by talking about how these countries to into the opium trade, how it ties into hyperfinancialization and money laundering, and how Vi...

On Friday, I had Peter R. Quiñones back on the podcast, and we got rolling on the topic of Boomer Luxury Communism. It has been one of the silent drivers of American decline, and it’s one of the most important issues that has to be addressed. We also talked about immigration, why we are in the looting the treasury phase, and why demographics are destiny. You can find Pete on Twitter, and his Substack is below.

Podcast Summary

* How podcasters have changed the media environment, and why authenticity is going to be important mov...

Yesterday I had Jeremy Heffner on the podcast for this first time. I avoid using clickbait titles, but this truly was the most interesting conversation I have had on Artificial Intelligence. Jeremy talked about his medical background and his experience on the front lines during COVID, but we spent most of our time talking about his first hand experience with AI, and how it led to his book. If you’re interested in a podcast on AI that goes deeper than data center spending, and what is the latest headline news on which model is in the lead, this on...

Yesterday I had Tim Duggan of The Oil Report back on the podcast for the second time. We talked about the rollercoaster in the oil market, the situation in the Middle East, and how it ties into the macro big picture. We also talked about the insanity of the political situation in Europe and Ireland, the immigration problem, and several other big picture topics. You can find Tim on Twitter and his Substack below.

Podcast Summary

* The chaotic and ever changing situation in the Middle East, and how it has led to volatility for oil.<...

Yesterday I had the Chairman of Millennial Potash, Farhad Abasov, on the podcast for the first time. Our conversation focused on the company and their Banio Project, which has the potential to be a very large asset that produces for many decades. We also covered his outlook for fertilizers and potash, the plan and timeline for the company over the next couple years, and what investors can look forward to as they continue to advance the project. You can find out more about Millennial Potash on their website.

Podcast Summary

* The background on the company...

Yesterday I had the Colonel back on the podcast for Part 15 of the CIA Files. This time we covered Vietnam and what the CIA was up to there in the 1950s. We talked about how the US pushed for French operations in the former French colony, stay behind units, and the media spin operations around events in Vietnam. For people looking into the events leading up to more significant US involvement in Vietnam in the 60s, this one is a must listen. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.

Kontrarian Korner is...

On Friday I had Vince Lanci back on the podcast to talk about precious metals perking up, the recent Fed meeting and his outlook for the rest of the year, and how it all ties in with the geopolitical chessboard. We also talked briefly about oil, agricultural commodities and fertilizers, and how all of these things fit together to form a complex macro picture. If you’re interested in the intersection of markets and current events, this one’s for you. You can find Vince on Twitter and his work at GoldFix.

Podcast Summary

* What Wars...

Yesterday J. Burden returned to the podcast to talk about the problems facing the US and the younger generations, reasons to be optimistic on the future, and the cost of living and why burritos cost $20. We went back and forth on the problems with conservatives and why they haven’t conserved anything, what it would take to get younger Millennials and Zoomers to buy into the system, and where things are headed long term. If you enjoy a good conversation about what younger generations think about the direction of the US and the conversations that are happening on the ec...

Yesterday I had Rudy Havenstein back on the podcast to talk about the state of the world. It wouldn’t be a podcast with Rudy without talking about the Fed and inflation, but we also covered several different political topics, and how AI is going to have an impact on the information environment and on markets. It’s always a good time when Rudy’s on the podcast, and if you’re interested in some of the big picture topics on financial markets, culture, and politics, you will enjoy this one. You can find Rudy’s Substack below, and he is one...

Yesterday I had the Colonel back on the podcast for Part 14 of the CIA Files. We talked about Cuba and how it was a hub for organized crime and the Jewish mafia with figures like Meyer Lansky operating casinos and running drugs through Cuba, and how things changed when Castro came to power and how it impacted JFK’s presidency. We also talked more about pattern recognition, intelligence agency front companies, and how they operate like organized crime. For anyone didn’t get much information on Cuba in their history class, this one will be interesting. You can find the...

Yesterday I Doug Casey back on the podcast for a second time. We talked about how things are progressing through the Fourth Turning, why he thinks we are seeing the early stages of World War III, and where the opportunities are in financial markets. You can find Doug at The International Man, The Crisis Investing Substack, and the YouTube channel, Doug Casey’s Take. You can also find the book that he released with Matt and Maxim Smith, The Preparation, which provides an alternative experience to college. It’s a book I wish I had when I was in high...

Yesterday I had the Colonel back on the podcast for Part 13 of the CIA Files. This time we were talking about the Congo in the late 50s and early 60s. We started off by talking a bit about the song We Didn’t Start The Fire by Billy Joel, and how it was a timeline of Operation Gladio. The main focus was the CIA’s efforts to make sure Patrice Lumumba didn’t secure power in the Congo, and what they did leading up to his eventual assassination. If you’re interested in one of the earliest operations of the Deep...