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Kontrarian Korner: Daily Summaries Delivered
by Ben Kelleran
Conversations on Investments, Finance, Macroeconomics, and Current Events
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- 3 days ago1h 1m
Kontrarian Korner #152 - Will Tanner
Yesterday Will Tanner of The American Tribune was back on the podcast. We talked about Noblesse Oblige again, and how it ties in with immigration and economic policy. He also laid out his reasons to be optimistic on the future of the US and potential changes on the horizon for different sectors of the economy. This was a fun conversation on a mix of recent events and big picture topics, and anyone interested in US history, Will’s a must follow. You can find Will on Twitter, as well as on The American Tribune Substack.If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Podcast Summary* The recent media circus around comments about the University of Texas football game this weekend.* The difference between the conservatives at the state level and how some states are far worse than others.* His view on the disconnect between capital and a geographic area and the people that live there.* The potential for great houses and family dynasties to make a comeback in coming decades.* The impact of the welfare state and how it distorts incentives.* Why economies of scale make sense in certain sectors, and the sectors of the economy that have seen regulatory capture.* Why neuroticism is a problem in younger generations, and how social media plays a huge role in stoking the divide between men and women.* His optimism on the future of the country and how things could change over the next several years in the US.* The insanity of the medical insurance industry and how it’s another sector with regulatory capture.* Book Recommendation: The British Way of War by Andrew Lambert.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
- 5 days ago1h 10m
The CIA Files - Part 19
Yesterday the Colonel was back on for Part 19 of the CIA Files. This was a great follow up to the JFK episode, but we talked about the cultural influence operations of the CIA in the 1960s and 1970s. Their operations ranged all the way from media, academia, religious missionaries, feminism and Gloria Steinem, to Hollywood, music, and drug operations of the cultural revolution. You can connect the dots from the roots of those operations (and many others) many decades ago to some of the cultural rot we see in Western culture today. You can find the Colonel on Twitter, Rumble, YouTube, and Substack.If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.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
- 1 weeks ago1h 24m
Kontrarian Korner #151 - Matt Dines
Yesterday I had Matt Dines on the podcast for the first time. We talked about his recent trip to the G20 Financial Summit and the business negotiations going on currently at the sovereign level. He also talked about his approach to the media environment and how he has built a framework to handle geopolitics and markets. We also covered the hyperfinancialization of the US and how that might change in coming years. It was a great conversation on what is going on right now globally and where things might be headed over the next decade. You can find Matt on Twitter and his Substack below. Podcast Summary* His experience in at the G20 Financial Summit and how it represents the sovereign equivalent of a business conference.* How the global trade franchise pairs the movement of real goods with financial transactions across the world.* The distortions in the media environment and training in pattern recognition to build a framework to view the world and markets.* Avoiding the steady stream of doomer takes and the importance of seeing the world as it actually is.* Changes in the financial system and the bond market.* The hyperfinancialization of the US, in real estate to gambling, and why it is obviously a dead end.* Book Recommendations: The Prize by Daniel Yergin, Gold and Iron by Fritz Stern & Empire of Silver by Jin Xu.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
- 2 weeks ago45 min
Kontrarian Korner #150 - Bazzel Baz
Yesterday I had Bazzel Baz on the podcast for the first time. He’s a former CIA officer that founded the Association for the Recovery of Children (ARC) in 1993. It’s a nonprofit that actively works to recover trafficked children, and they have a 100% success rate. We talked about what they do, the trafficking problem here in the US and how it has developed over the last several decades, how money laundering ties into it, and how some people at the highest levels of power are involved in different aspects of the trafficking operations here in the US. I think ARC is a cause worth supporting, so if you are looking for a way to make an impact, you should check out ARC. You can find out more on how to support them on their website, and you can also find Bazzel’s books on bazbooks.com. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.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
- 2 weeks ago1h 19m
Kontrarian Korner #149 - Tom Luongo
On Monday I had Tom Luongo back on the podcast, and we did a bit of a detour from the usual geopolitical topics. We talked about food in the US, the meatpacking monopoly, societal changes that are coming, and the tax system. We also covered how recent moves in international bonds markets are connected, from Japan to the US and Europe. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns.If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Podcast Summary* The meatpacking monopoly and his first hand experience working as a goat farmer.* Why ranchers are getting squeezed, and the insane regulatory environment (for dairy as well as meat) that was designed 100 years ago. * The diminishing returns on a safety first culture, and the move from an estrogen based society to a testosterone based society.* Why we should incentivize farming at home.* The wasted man hours in the US around the tax system.* Why property taxes are a pay as you go unrealized capital gains tax, and why Social Security is a pay as you go death tax.* Connecting the dots between Japan, the US, and Europe as far as financial markets.* The influence operations being run on social media and podcasts.* Book Recommendation: The Gap Cycle Series by Stephen Donaldson. 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
- 2 weeks ago1h 29m
Kontrarian Korner #148 - Karl Dahl
On Friday I had Karl Dahl on the podcast for the first time. We talked about his experience in the tech industry, the H-1B invasion, cultural differences, and the importance of building in the real world. We also talked about our expectation for a small business boom, demographics as destiny, data centers, and a bunch of other topics. If you’re interested in the intersection of culture, politics, technology, and finance, you will enjoy this one. You can find Karl’s books on Amazon, but he’s also on Twitter and on Substack. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.Podcast Summary* His experience growing up in the tech industry in the 90s.* The demographic changes that have been very noticeable in certain parts of the country. * His experience working with H1-B employees and what you can do to have an impact on the local level.* How the generational change will impact the Overton Window.* Why we are going to see a small business boom from guys that have been shut out of the traditional path.* Why he’s watching to see how the next couple years go and what the situation might look in the US.* The importance of mindset and why you should never blackpill.* The difference between a positive vision for the future of the US and a negative vision.* Book Recommendations: Faction by Karl Dahl, Faction With The Crusaders by Karl Dahl & Phantom Soldier: The Enemy’s Answer To U.S. Firepower by H. John Poole.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
- 2 weeks ago1h 18m
The CIA Files - Part 18
Yesterday the Colonel was back on for Part 18 of the CIA Files. I have been waiting for some time for this one, but we covered JFK this week. We talked about why it is important to zoom out and look all of the potential parties that could have been involved in JFK’s assassination (and why the official story is a load of crap), the Bay of Pigs, and Vietnam. We also connected the dots from JFK to other important events, and how pattern recognition can help us recognize events quicker today. You can find the Colonel on Twitter, Rumble, YouTube, and Substack. If you want to get in better shape and support the podcast at the same time, check out Axios Fitness. J.D. is offering a free 2 week trial, so take it for a spin and tell him I sent you.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
- 2 weeks ago57 min
Kontrarian Korner #147 - J.D. (Axios Fitness)
On Thursday I had J.D., the founder of Axios Fitness, on the podcast for the first time. Axios is going to be the first podcast sponsor, and we talked a bit about what Axios offers. We also talked about a wide variety of health and fitness related topics, from GLP-1s, peptides, and TRT, to nutrition, diets, and what most people get wrong when they are training. If you want to find J.D., you can find him on Twitter. If you want to get in better shape and see what Axios has to offer, J.D. is offering a 2 week free trial so you can see if it is a good fit. If you do decide to join the training club, or if you need a more personal approach, J.D. will get you pointed in the right direction, and you will also be supporting the podcast. Podcast Summary* His background as a strength and conditioning coach, and how it translates into what Axios offers.* Why Axios is different, and the wide range of guys that are in the training group. * The importance of mindset, and how physical fitness plays into every aspect of life.* His view on GLP-1s and peptides like BPC 157.* Why the medical and pharmaceutical system isn’t focused on preventative measures like nutrition and fitness.* The Carnivore diet, fasting, and the difference between food in the US and food in Europe, specifically with grains.* How Axios is flexible for anyone with a tight schedule or limited access to free weights or gym equipment.* Why men should address potential lifestyle changes before considering testosterone replacement therapy. * Why most people don’t train hard enough, and why others train too hard in a way that adds fatigue without any purpose.* Book Recommendation: The Quick And The Dead by Pavel TsatsoulineKontrarian 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
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