Shows
Kontrarian KornerKontrarian Korner #41 - John PolomnyLast week I was able to have John Polomny back on the podcast for another great conversation. We looked at some of the commodities sectors that both of us find interesting, and some of the opportunities in the market today. We also talked about the current geopolitical landscape and American culture. You can find his Substack below, but he is also a very entertaining follow on Twitter.Podcast Summary* Energy Return On Energy Invested, and how human society has never gone backwards as far as energy density.* Uranium, and the bombed out sentiment...2025-02-251h 16
Kontrarian KornerKontrarian Korner #4 - John PolomnyI had John Polomny 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 it’s in his too hard p...2024-06-111h 12