Kontrarian Korner

Ben Kelleran
  • 4.3 (20)
  • Investing
  • Updated Weekly

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

  1. The CIA Files - Part 9

    20h ago

    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

    1h 3m
  2. Kontrarian Korner #125 - Jesse Felder

    3d ago

    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
  3. The CIA Files - Part 8

    4d ago

    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
  4. Kontrarian Korner #124 - Trader Ferg

    5d ago

    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

    1h 1m
  5. Kontrarian Korner #123 - Cameron Macgregor

    Jun 22

    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

    1h 18m
  6. Pulling The Bull Cycle Forward

    Jun 17

    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
  7. Kontrarian Korner #122 - Mike Farris

    Jun 17

    Kontrarian Korner #122 - Mike Farris

    Yesterday I had Mike Farris back on the podcast to talk about everything going on these days. We talked about the nuances of podcasting, what’s going on in markets and the economy, the state of the US, and a bunch of other topics. Mike has one of the best podcasts out there, so you should definitely go check his stuff out. You can find him on Twitter, YouTube, and all of the main podcast apps. If you want to get his podcasts early and ad-free, you can follow him on his 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

    1h 22m
  8. The CIA Files - Part 7

    Jun 15

    The CIA Files - Part 7

    Yesterday I had the Colonel back on for part 7 of our CIA Files series. This week we covered the Philippines, and how we see the same patterns in this part of the world that we have talked about recently in Greece and Italy. We talked about how the American intelligence community paved the way for corporations and their land grab, the election interference, and the involvement of the US trained Philippine soldiers that were involved in Korea, and later in Vietnam and Indonesia. You might be noticing a pattern at this point, but this week’s show will help set the the table for later events in Southeast Asia. You can find Colonel Towner-Watkins on Twitter and Rumble. 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

    45 min
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4.3
out of 5
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About

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

Information

  • Creator
    Ben Kelleran
  • Years Active
    2024 - 2026
  • Episodes
    166
  • Rating
    Explicit
  • Copyright
    © Kontrarian Korner
  • Show Website
    Kontrarian Korner

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