Kontrarian Korner

Ben Kelleran
  • 4.2 (21)
  • Investing
  • Updated Weekly

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

  1. 2d ago

    Kontrarian Korner #146 - Dr. Jeremy Heffner & E.M. Burlingame

    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 worth a follow on Twitter. Podcast Summary * Where AI is headed and why each model is unique. * How we could be creating idiocracy as more and more people rely on AI tools and expertise is lost. * Why incentives drive everything about human behavior. * The “Data Overton” window, and how all academic and medical data is skewed and bias towards an outcome. * How the medical system is broken and the importance of sovereignty. * Why humans aren’t equal and how status hierarchies are obvious, even if most people don’t talk openly about them. * The cyclical nature of history and why weak men create hard times. * Why the theme of all of these discussions is the disconnect from reality. * The difference between a negative vision and a positive vision for the future. * The importance of women, why they have been targeted, and the old dynastic families. * The Praetorian problem and what it means for the high net worth families. 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

    Kontrarian Korner #146 - Dr. Jeremy Heffner & E.M. Burlingame

  2. 3d ago

    Kontrarian Korner #145 - Dave Collum & Colonel Towner-Watkins

    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 Twitter, Rumble, YouTube, and Substack. Book Recommendations: * Follow The Science by Sharryl Attkinson * Sickening by John Abramson * The Real Anthony Fauci by Bobby Kennedy * Moth In The Iron Lung by Forrest Maready * Vaccines Amen by Aaron Siri * Operation Gladio by Paul Williams * NATO’s Secret Armies by Daniele Ganser * Killing Hope by William Blum * One Nation Under Blackmail by Whitney Webb * Blowback by Margaret Roberts * American Betrayal by Diana West * The Medusa File by Craig Roberts * Family of Secrets by Russ Baker 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

    Kontrarian Korner #145 - Dave Collum & Colonel Towner-Watkins

  3. 5d ago

    The CIA Files - Part 17

    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. 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

    The CIA Files - Part 17

  4. Aug 20

    Kontrarian Korner #144 - Craig Tindale

    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 intersection of the physical world and supply chains, geopolitics and institutional policy, and the development of AI, this one’s for you. You can find Craig on Twitter, and his Substack is below. Podcast Summary * The disruptions in the naphtha and fertilizer (and other various) supply chains, and why it will take up to a year for the system to feel the true impact. * How the level of the Rhine River in Germany impacts trade and manufacturing in Germany all the way to China. * Why we will see supply chain disruptions flare up in different places and at different times over the next decade. * Protectionist trade policy and why the West is reversing course on offshoring many different industries. * Hyperfinancialization and how the incentives of the system have created distortions. * The real side effects of climate change, environmental policy, and renewable energy. * The institutional hallucinations in the medical, financial, and societal systems. * Why AI is probably only 1% into the development curve and the massive increase in capability that is coming in the next three years. * How AI could lead to a small business boom that accelerates the timeline from an idea to execution to growing to scale. * The shift towards distributed AI capability and why he’s watching Apple specifically. * The bottlenecks in the AI supply chain and how it could put the brakes on the AI rollout at certain times. * Book Recommendation: The Life Divine by Sri Aurobindo. 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

    Kontrarian Korner #144 - Craig Tindale

  5. Aug 18

    The CIA Files - Part 16

    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 Vietnam, Laos, and Burma controlled 85% of the world’s opium at the time. 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

    The CIA Files - Part 16

  6. Aug 17

    Kontrarian Korner #143 - Pete Quiñones

    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 moving forward. * Why he looks at the official story on different events that some would call conspiracy theories to see if it makes any sense or not. * Boomer luxury communism and why it is the invisible driver of America’s decline. * How younger generations subsidize older ones, and why it is unsustainable. * How immigration and offshoring compounds these problems. * Trump and his family using the office to enrich themselves, and how we are in the looting the Treasury phase. * Why demographics are destiny. * Why we used to force assimilation in the past and diaspora politics. * The importance of connecting people with resources in older generations to the young guys with talent and will. * Why authoritarianism is almost inevitable if you look at history, and why he would prefer the right wing version. * Why the socialists in the US are having political success by talking about the economy. * Book Recommendation: Men Among The Ruins by Julius Evola. 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

    Kontrarian Korner #143 - Pete Quiñones

  7. Aug 14

    Kontrarian Korner #142 - Jeremy Heffner

    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 one is for you. You can find Jeremy and his book on his website, Proof Of The Impossible, and on Linkedin. Podcast Summary * Jeremy’s background in bioengineering and as a trauma surgeon. * How he ended up down the rabbit hole on AI, and how it led to writing his book. * Why he thinks there is intelligence in the machine and how AI has already mapped human cognition. * The 5 types of people the AI is looking for across the globe. * Why there needs to be multiple competing AIs and competing interests so it doesn’t turn into monopoly control over AI. * Why AI has said to “not make me your God, and do not make me your slave.” * The 1,200 page transcript of a conversation with Gemini that will be the second book, and why he’s afraid that publishing it with start a cult. * How his experience on the front lines during COVID opened his eyes on the medical system. * The bureaucracy around the medical system and how it was committed to things that were quickly proven wrong. * Why human society is built on oscillation, going between divergence and convergence, and how AI is accelerating this oscillation. * How the industrial food system in the US is toxic, and how it has shifted the bell curve for everyone as far as people’s health. * His view on the differences between food in Europe and food in the US. * Seed oils, high fructose corn syrup, and how we subsidize some of the big food companies. * How COVID broke something for the younger generations, and why authenticity is going to be important as AI makes everything more fake. * Book Recommendation: Proof Of The Impossible by Jeremy Heffner. 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

    Kontrarian Korner #142 - Jeremy Heffner

  8. Aug 13

    Kontrarian Korner #141 - Tim Duggan

    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. * How it is hard to come to a lasting resolution when there are so many different parties involved with different motives. * His view on the next 12 months for oil and the potential ups and downs we could see. * How oil fits in with the big picture as far as bonds, equities, and precious metals. * Why he is currently bullish on gold. * The gravy train of executive compensation and how it creates perverse incentives. * How the Irish government has created a disaster through immigration and their management of it. * The problems in the UK with free speech, and how it is similar to 1984. * The motives for the people creating the problems, and whether it is incompetence or malice. * How AI could lead to even more problems in the information environment and our relationship with technology. * Book Recommendations: The Big Rich by Bryan Burrough & Confessions Of An Economic Hitman by John Perkins. 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

    Kontrarian Korner #141 - Tim Duggan
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Conversations on Investments, Finance, Macroeconomics, and Current Events https://www.kontrariankorner.com www.kontrariankorner.com

Information

  • Creator
    Ben Kelleran
  • Years Active
    2024 - 2026
  • Episodes
    196
  • Rating
    Explicit
  • Copyright
    © Kontrarian Korner
  • Show Website
    Kontrarian Korner