Podcast Episodes
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Catching Up With PauloMacro
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com
On Tuesday I had PauloMacro back on the podcast, and we covered everything from oil and precious metals, to geopo…
Published on 2 months, 4 weeks ago
Kontrarian Korner #58 - Dave Collum
On Wednesday, I had Dave Collum back on the podcast. As always, it was an entertaining and wide ranging conversation. It’s worth a listen if you have the time this weekend. We talked the overvaluatio…
Published on 3 months, 1 week ago
License To Print Cash
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com
I have been beating the drum on Sable Offshore $SOC in recent weeks, but I wanted to share a couple thoughts on …
Published on 3 months, 1 week ago
Kontrarian Korner #57 - Jesse Felder
On Monday I had first time guest Jesse Felder on the podcast to cover a bunch of different things going on in financial markets. We talked about his view on a commodities supercycle, and why he finds…
Published on 3 months, 2 weeks ago
Pounding The Table On Sable One Last Time
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com
I had a couple thoughts rolling around my head on Sable Offshore $SOC , along with some visuals that I wanted to …
Published on 3 months, 3 weeks ago
Kontrarian Korner #56 - Jon Costello (HFIR Ideas)
On Friday I had Jon Costello on the podcast to focus on the energy sector, and some of the individual ideas he likes in different subsectors and geographies. He writes on the HFIR Ideas side for HFI …
Published on 3 months, 3 weeks ago
Kontrarian Korner #55 - HFI Research
Yesterday I had Wilson from HFI Research back on the podcast to discuss everything going on lately when it comes to oil. We talked about OPEC, Capex cuts in the Permian, and how he expects the next c…
Published on 4 months ago
Kontrarian Korner #54 - Finding Value Finance
Yesterday I had Andy from Finding Value Finance back on the podcast. We talked about commodities, different ratios like gold to oil, and his long term thoughts on where markets are headed. If you hap…
Published on 4 months ago
Kontrarian Korner #53 - Michael Every
On Friday I had Michael Every on the podcast to discuss recent geopolitical events and how he views the world. He’s a Global Strategist at Rabobank and a guest that I have been looking forward to cha…
Published on 4 months, 1 week ago
Kontrarian Korner #52 - Purple Drink Capital
Yesterday I had PurpleDrinkCapital on the podcast to discuss what is going on recently in financial markets. We talked about the uncertainty around how things will play out, sentiment on equities and…
Published on 4 months, 2 weeks ago