Before I knew anything about what happened with President Trump and the assassination attempt in Pennsylvania, I had invited Mark Wauck onto the podcast yesterday for an update on the geopolitical situation. Mark is a retired FBI agent who writes Meaning in History on Substack. After the events this weekend, we obviously took a detour into the situation with Trump, how it might impact the election, and other things to watch for as the election approaches. We also covered the messy...

I had Christine Guerrero on the podcast last week to talk about oil and what’s going on in energy markets today. She’s a good follow on Twitter for any of the social media junkies out there. You can also watch the podcast on YouTube. We also discussed stocks in different parts of the energy sector, including Frontera and Petrobras $PBR . I’ll be touching on both stocks briefly in my portfolio update later this week. Podcast Summary We covered lots of topics, including: * An in depth...

I had Tom Luongo on the podcast recently, and we got into a wide ranging discussion on markets, geopolitics, and current events. He’s the author of Gold, Goats n’ Guns and definitely worth checking out. He’s also very entertaining on Twitter. If you would rather watch on YouTube, the link is here. Tom went into detail on a bunch of topics, including: * The Geopolitical Chess Board, and the different competing factions in power. * The Federal Reserve, interest rates, and the path forward from...

We have a double dip on the podcast this week, so instead of the Videos Of The Week post, I wanted to drop my conversation with Dave Collum for you guys. He’s a professor of Organic Chemistry at Cornell and a must follow on Twitter. He’s also a sharp investor and entertaining market commentator. If you would rather watch the podcast on YouTube, here’s a link. On the podcast, we discussed: * Financial markets and the ridiculous overvaluation of some of the largest stocks: “I think the...

I had Steve from Unemployed Value Degen on the podcast the other day. He’s a relatively new Substack writer, and I was interested to chat with him on Transocean $RIG and several other companies he’s interested in. You can find his Substack here. If you want to watch it on YouTube, here’s a link. We spent a good bit of time chatting about Transocean and offshore, but we also covered several other stocks, including: * Sibanye Stillwater $SBSW and his thoughts on the mining sector * Peabody...

I had on the podcast recently, and we had a wide ranging discussion on what he’s paying attention to today. He writes the Actionable Intelligence Alert, a Substack you guys should check out. You can also find the video on YouTube, or on the main podcast platforms. We talked about investments and current events, among other things: * John’s experience and background in the power industry * The shift from peak ESG to a more pragmatic approach to energy policy * His natural gas outlook, and why...

I hope everyone had a good Memorial Day weekend. I recently had Matt Warder, who recently took over , on the podcast. You can also watch it on YouTube here. He is an expert on all things coal. We chatted for an hour on the coal sector and some the stocks that might be interesting to you. You can find him on Twitter as well. We talked about Matt’s thoughts on a bunch of other coal related topics, including: * The long term future of the sector. * His thoughts on buybacks. * Peabody, their...

I had Phil Gibson as the first guest on the Kontrarian Korner podcast. If you want to read his work, you can find his Substack at . If you want to watch it on YouTube, check out my channel here. We talked about multiple topics, including: * Fed policy, and the potential to put gold on the yield curve * The different factions on the geopolitical chessboard * His thoughts on Bitcoin, why he owns it, and why he thinks everyone should own some. * I asked him how investors new to Bitcoin (me)...

A quick hit introduction on my background as an investor and how I got to writing on Substack and starting a podcast.  Check my stuff out on Substack at https://www.kontrariankorner.com/ or on Twitter at https://twitter.com/BR_Kelleran. Get full access to Kontrarian Korner at www.kontrariankorner.com/subscribe