Kontrarian Korner

Ben Kelleran
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Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com www.kontrariankorner.com

  1. Kontrarian Korner #127 - Melody Wright

    vor 1 Tag

    Kontrarian Korner #127 - Melody Wright

    Yesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their impact on the economy, and several cultural issues that come from having a hyperfinancialized economy. If you’re interested in real estate or some of the storm clouds on the horizon for financial markets, you will like this one. You can find Melody and her work on her Substack as well as on Twitter. Podcast Summary * Why several different converging factors could lead to a bumpy ride for financial markets, real estate, and private equity and credit in the second half of 2026. * The multifamily boom that has led to decreasing rents and increasing vacancies. * How residential real estate is seeing unseasonal weakness, with increasing delinquencies and foreclosures. * Offshoring vs. AI and what it means for the labor market. * The different culture war problems, and how social media exaggerates the divide between groups. * How economic cycles impact families and the root of the culture war agenda. * COVID as a turning point for more people waking up to what is going on. * Why regulatory changes are required for real estate and banking. * How enshittification has impacted various sectors of the economy. * Why there will probably be an opportunity to buy residential real estate by the end of the decade. * Her view on rates and where we are in the cycle, and how that feeds into the real estate market. * Book Recommendation: The Rape of the Mind by Joost A.M. Meerloo. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    1 Std.
  2. Kontrarian Korner #126 - Ron Dodson

    vor 2 Tagen

    Kontrarian Korner #126 - Ron Dodson

    Yesterday I had Ronald Dodson back on the podcast to talk about everything that has happened since our last discussion. We talked about the recent wave of Supreme Court rulings, recent events in the Middle East, and US relations with Russia and China, among other things. He also shared his view on the path we are on, and the problems with viewing America as an economic zone. Ron publishes on The American Mind for the Claremont Institute, Responsible Statecraft, and American Reformer. You can also find Ron on Twitter and on Substack. Podcast Summary * The issues with the Supreme Court rulings, particularly with Birthright Citizenship. * How the differences between men and women impact culture and the decision making process. * Recent events in Iran, why they still hold a grudge against America, and why they still hold all the cards in the negotiations. * Why Russia is increasingly frustrated with the West’s involvement in Ukraine. * How the situation in Iran shows that the US would not be able to stop China if they made a move on Taiwan, and how he would address that with a Hong Kong style handoff. * America as an economic zone, and the importance of having a state religion. * Why the current trend will eventually lead towards “Fix It” politics. * Book Recommendations: The City and Man by Leo Strauss & The History of Political Philosophy by Leo Strauss and Joseph Cropsey. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    1 Std. 13 Min.
  3. The CIA Files - Part 9

    vor 4 Tagen

    The CIA Files - Part 9

    Yesterday I had Colonel Towner-Watkins on for part 9 of the CIA Files. We talked about Albania, Poland, and the rest of Eastern Europe, and how the seeds of the Cold War were planted by the CIA. We also talked a little bit about how the Cold War was a psyop and the people involved with one of the major operations in Eastern Europe. We wrapped up by covering some of the ties between culture and politics and how things have changed in recent years. You can find the Colonel on Twitter, Rumble, YouTube, and Substack. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    1 Std. 3 Min.
  4. Kontrarian Korner #125 - Jesse Felder

    vor 6 Tagen

    Kontrarian Korner #125 - Jesse Felder

    Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things up by talking about what is going on in the commodities space, and why he favors energy right now despite the recent price action. If you’re looking for a conversation that covers the different asset classes across financial markets, this one’s for you. You can find Jesse at his website, The Felder Report, and on Twitter and Bluesky. Podcast Summary * The AI and data center frenzy that has built up and the shoeshine boy stories from recent weeks. * Why the AI models are going to be commodities, and the potential changes to locally hosted models. * The cockroaches in private equity and private credit, and why he thinks we could be seeing the beginning of the credit cycle. * The layers of leverage in the system, including leveraged ETFs and increases in margin debt. * The potential policy response from the Fed and the Treasury, and what it means for interest rates. * Why the inflation story is baked into the cake and related to more than just energy costs. * The issues in the real estate market, and why he doesn’t think it’s as frothy as other asset classes. * The relationship between capital and labor, and why he thinks that will change in the next crisis. * Why there are opportunities in the energy sector despite the recent selloff in oil. * Other opportunities in the commodities space, including precious metals. * Book Recommendations: The Great Demographic Reversal and The Unanchored Central Banker by Charles Goodheart and Manoj Pradhan. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    58 Min.
  5. The CIA Files - Part 8

    25. Juni

    The CIA Files - Part 8

    Yesterday I had Colonel Towner-Watkins for part 8 of the CIA Files. This week we were talking about the Korean War, and why the unit we got in high school history class was so short. We covered the transition from a Japanese colony before WWII, to the split country that we have today. As you can imagine, there was a false flag to start the Korean War, US involvement and political interference, and the story we were taught is nowhere close to the actual events. We also talked a little bit about the parallels between the Korean War and the conflict between Ukraine and Russia today, and the changing media strategy that more and more people are waking up to. You can find the Colonel on Twitter, Rumble, YouTube, and Substack. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    59 Min.
  6. Kontrarian Korner #124 - Trader Ferg

    24. Juni

    Kontrarian Korner #124 - Trader Ferg

    Yesterday I had Trader Ferg back on the podcast to talk about different opportunities he sees in the market today. We got into the disruptions in the Middle East and which areas of the market might benefit, but we also talked about precious metals, the circular AI spending, and agricultural commodities. You can find Ferg’s Substack below. Podcast Summary * Why he favors oil services names with exposure to offshore equipment. * The circular nature of AI spending and the competition with China on AI. * Why exchanges are a great way to get exposure to other markets outside of the US. * His thoughts on inflation and what it means for the dollar. * Why he is partial to platinum group metals in the precious metals complex. * Almonds as an interesting place to look inside the agricultural complex. * The rest of the agricultural commodities, and why it is difficult to play with direct exposure to the commodities. * Book Recommendation: The Entropy Trap by Mickey Maini. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    1 Std. 1 Min.
  7. Kontrarian Korner #123 - Cameron Macgregor

    22. Juni

    Kontrarian Korner #123 - Cameron Macgregor

    On Friday I had Cameron Macgregor on the podcast for the first time. We had a great conversation about recent events in the Middle East, the genesis of the conflict, and the system of influence over foreign policy that is breaking down. We also talked about Europe, financial markets, and the various problems facing Western society. We will be doing a follow up conversation soon, and I’m already looking forward to it. You can find Cameron on YouTube, Substack, and Instagram. Podcast Summary * The genesis of the conflict in the Middle East, and the influence of the Zionist lobby on US foreign policy. * A shifting Overton Window among the broader population and how it contrasts with the Zionist influence on our political class. * Why he sees a succession to the current system on the horizon, and why the new sovereign will look different. * The cultural rot in the system and why it doesn’t work anymore. * His view on inflation, the Fed and the Treasury, and the future for gold and bitcoin. * The changes in the market over the last several decades and the divergence between paper markets and physical markets. * Why he doesn’t think a CBDC would be successful in the US. * His thoughts on Europe, and why they are in dire straits politically and economically. * How group identity and ethnos shapes a culture and the social contract. * Why he sees a mass movement coming soon, and the costs of the demographic changes. * How the lack of elite turnover has prevented Trump from implementing pieces of his agenda, including remigration. * Why the lack of unique sovereignty makes the social contract invalid. * Book Recommendations: The Rise and Fall of American Growth by Robert Gordon, End Times by Peter Turchin, The Crowd by Gustav Le Bon & Grapes of Wrath by John Steinbeck. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

    1 Std. 18 Min.
  8. Pulling The Bull Cycle Forward

    17. Juni

    Pulling The Bull Cycle Forward

    This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com Yesterday I had Rob Connors from The Crude Chronicles back on the podcast. We talked about how recent events have pulled forward the bull cycle for oil. He doesn’t see a large price spike coming from the supply chain disruptions, but he does think oil prices will go higher as the marginal cost of supply increases over time. We also talked about which sectors he prefers and why, and how the changes to executive compensation incentives have changed the spending priorities of energy companies across the energy space. You can find Rob’s Substack below, and you can also find him on Twitter. Podcast Summary

    5 Min.
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Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com www.kontrariankorner.com

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  • Erstellt von
    Ben Kelleran
  • Jahre aktiv
    2024 - 2026
  • Folgen
    168
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    © Kontrarian Korner
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