Shows
Kontrarian KornerKontrarian Korner #50 - Tom LuongoYesterday I had Tom Luongo back on the podcast to discuss some of the recent chaos in financial markets. We covered some of the connections between moves in different currencies and markets, the geopolitical picture, commodities, and much more. I assume most of you are familiar with Tom’s work, but if not, you can find him at Gold Goats n’ Guns and on Twitter. Podcast Summary* Why his focus in the cross market moves was the rise in the Euro, British Pound, and the Canadian dollar, not the basis trade. * The problem with...2025-04-151h 04
Kontrarian KornerKontrarian Korner #30 - Tom LuongoLast Friday, I had my first return guest on the podcast, Tom Luongo, back to discuss what is going on in the world after Trump’s recent election. We touched on a wide variety of topics, from the mainstream (or undead) media, to geopolitics and the different competing factions around the world, along with oil and bitcoin. You should all go check out Tom’s newsletter/Patreon at Gold, Goats n’ Guns, and you can also find him on Twitter.Podcast Summary* The waning relevance of the media, especially as the Boomer generation passes on and th...2024-12-101h 28
Kontrarian KornerKontrarian Korner #13 - Jim KunstlerI had Dave Collum and Tom Luongo on the podcast fairly early, so naturally I was getting questions on when I would have Jim Kunstler on the podcast. He’s the author of The Long Emergency, and is a sharp commentator on current events, politics, and changes in long term trends. He writes two posts a week on his Substack that are just as likely to make you laugh as they are to make you angry about the predicament America is in today. This episode was recorded before Biden dropped out of the race, so we didn’t get into...2024-07-251h 06
Kontrarian KornerKontrarian Korner #7 - Tom LuongoI 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 here.* Oil and other commodities.* The 2024 Electi...2024-06-251h 19
Gold Goats 'n Guns PodcastEpisode #178 - Ben Kelleran and the Conflicting Currents in Offshore OilOil Analyst Ben Kelleran of Kontrarian Korner joins me for a talk about where the value proposition is in the oil space, given the open hostility from the Biden administration as well as the European Union. Ben and I go through investment strategies for different styles of investors based on their risk tolerance and needs. Show Notes:Kontrarian Korner SubstackBen on Twitter/X2024-06-061h 01