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- 2 days ago46 min
Dr. Carly Anderson - The Race to Power America’s Energy Future
Dr Carly Anderson, PhD is a Co-Founder and Managing Partner at Timescale Ventures, an early-stage venture firm that backs founders transforming critical industries on a faster timescale.Timescale Ventures partners with pre-seed and seed stage software and hardware companies leveraging emerging technologies and AI to make industries more efficient, durable, and profitable.Before starting Timescale, Carly was an investor with deep tech venture firm Prime Movers Lab and SF-based climate tech firm Prelude Ventures. She was the first engineer at advanced materials startup Mosaic Materials, which was acquired by Baker-Hughes.Dr. Anderson began her career with engineering consulting firm DEI, where she developed and deployed new technologies in commercial nuclear power plants internationally. She holds a Ph.D. in Chemical Engineering from UC Berkeley and a BS in Chemical Engineering from Cornell University.AUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Thursday 17th September 2026 PM UK Time.Unlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.This wide-ranging podcast covers:* Energy systems worldwide face tightening constraints in supply chains, permitting, and generation capacity, making speed the defining advantage for new companies.* In the U.S., the urgent question is how to build more electricity generation quickly amid data-centre backlash and long project timelines.* Microreactors (roughly 1–20 MW) because their smaller size allows equity-funded first units, faster learning curves, and factory-style mass manufacturing.* Multiple U.S. startups (Aalo Atomics, Radiant Nuclear and others) are pursuing this path, with some aiming for operating units by the late 2020s.* Electricity demand growth extends well beyond AI data centres. Industrial electrification, onshoring, and fleet charging are also major drivers.* Grid bottlenecks, especially multi-year transformer lead times, are creating investment opportunities in solid-state transformers and smarter, bidirectional connection points.* Key materials to watch include copper, steel, high-purity aluminium (for cables and conductors), silicon carbide, and gallium nitride.* China currently dominates silicon-carbide supply chains; secondary (recycled) aluminium production is becoming more attractive as purity and collection technologies improve.* Rare-earth and critical-material strategies favour “platform” recyclers that can process multiple metals rather than single-commodity plays.* Nuclear fission (existing uranium-based technology with advanced coolants) is an engineering-and-cost challenge; fusion remains earlier-stage, more like a space programme, but is generating valuable adjacent technologies and spin-outs even before commercial power plants arrive.Contact InformationWebsite = timescale.vcSubstack at Carly AndersonDr. Carly Anderson on LinkedInChristina O’Conor on LinkedInE-mail = hello@timescale.vc (Please mention The Contrarian Capitalist Podcast)DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a
- 4 days ago39 min
Mid-Week Macro 16/09/2026 - Inflation pressures continue & a perfect storm is brewing
Welcome to a belated Mid-Week Macro for Wednesday 16th September 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketGiven frostier relations between the U.S. & Canada, it is not a surprise to see the odds of a tariff increase by the end of October.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksEU chief backs plan for Canada to become ‘associate member’Piddington in Oxfordshire votes to leave UK over asylum plansCall to raising tax thresholds among union demands to ChancellorUK inflation pushed up by petrol and diesel price risesAndy Burnham and his chancellor have a battle on their handsDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 5 days ago23 min
Chart of the Month Sep 2026 - Golden Vindication
Welcome to Chart of the Month for September 2026 with The Contrarian Capitalist and Tom Bradshaw.4 small bits of housekeeping* This video was recorded on Tuesday 15th September 2026 PM UK Time.* None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please continue to provide feedback.* Please subscribe to The Contrarian Capitalist and Tom Bradshaw using the buttons below.How Overvalued is Gold?Bullet Pointed Transcript via AI (for those that don’t have time to watch the full video)* Tom Bradshaw bought gold (via ETFs) in late 2021 near $1,800 when it was strongly undervalued (~107%), then sold at $4,600 in 2026 after momentum turned negative, for a 156% gain (~22% annualized over 4.75 years).* He only sold paper gold/ETFs, not physical holdings.* His model combines a long-term valuation “rainbow chart” (back to 1970) with momentum signals from multiple moving averages (mainly 6–15 months).* Gold peaked near $5,600 in January 2026 at 71% overvalued; as of 15 September 2026 it is around $4,000 and still ~40% overvalued.* Fair value on the model is currently about $3,000.* The same model correctly flagged major historical lows (1970, 1976, 2000, 2009, 2015) as undervalued and major peaks (1974, 1980, 2007, 2011, 2026) as overvalued.* Multiple independent signals (historical 45–50% declines from similar overvaluation, long-term trend line, 61.8% Fibonacci retracement, and a potential head-and-shoulders top) point to a downside target near $2,800.* He expects a relatively short 1–2 year correction (similar to 1974–76), not a multi-year bear market, followed by another strong rally that could reach $9,000.* Proceeds were moved into short-term U.S. 3-month Treasury bills yielding ~4% while waiting for better valuations across assets (S&P ~172% overvalued, etc.).* The analysis is shared for educational purposes only and is not investment advice. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 1 weeks ago25 min
Thursday Macro - Rates, Rants and Resistance
Welcome to a belated Mid-Week Macro for Thursday 10th September 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Meeting Registration - ZoomMid-week Polymarket marketGiven the PPI figures (and quite possibly the CPI figures tomorrow) it is no surprise to see that the odds of a rate hike have increased.GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksAfD’s Historic Win Shocks German Political Establishment: Here’s What Happens NextAfter AfD Victory In Saxony-Anhalt, Merz And Weidel Trade Blows During Intense Debate In BundestagEurope’s Auto Bloodbath Deepens: Jaguar Land Rover To Axe 4,000 Jobs After VW Targets 50,000 More Job CutsRate-Hike Odds Spike As Fuel Costs Push US Producer Prices HigherTrump Floats $5,000 “Stimmy” Checks For Every US Adult Citizen If GOP Holds CongressEUR Drops As ECB Hikes Rates (As Expected); Raises Inflation Outlook, Sees Downside Growth RisksDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 2 weeks ago31 min
Mid-Week Macro 02/09/2026 - WTI rallies above $90, Diesel Crack above $100
Welcome to Mid-Week Macro for Wednesday 2nd September 2026, sponsored by Adam Fayed.Special OfferAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!WebinarJoin expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketGoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPodcasts & Posts & Article LinksI mention #10 by Solstice Laboratory in the video, which looks at primarily at Oil and Geopolitics. You can read that article by using the link below.And Diesel Crack SpreadsDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 2 weeks ago57 min
End Month Macro Aug 2026 - Gold & Silver Just Gave a Major Sell Signal… Is a Big Crash Coming? with Tom Bradshaw
Contrarian Capitalist Special OfferAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!50% OFF FOREVER5 small bits of housekeepingThis video was recorded on Monday 31st August 2026 PM UK timeThe chart deck was also inserted on Monday 31st August 2026 PM UK timePlease do continue to provide feedbackNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedIn10 Key TakeawaysBitcoin surged around 25% in August, but Tom remains bearish and sees the move as potentially being a bull trap.$80,000 is a major resistance level for Bitcoin, while a failure there could eventually open the door to much lower prices.US government bond yields remain elevated, creating a difficult situation for the Federal Reserve and the highly indebted US economy.Oil remains a major inflation risk, particularly if geopolitical tensions in the Middle East escalate further.The diesel crack spread has surged to historically elevated levels, potentially increasing costs throughout the real economy.Agricultural commodities are beginning to trend higher, raising the prospect of further food inflation.The S&P 500 and Nasdaq remain in strong technical uptrends, despite concerns that US equities are in an extreme valuation bubble.The Dow has formed a potentially bearish monthly candle, making September and October an important period to watch for equity markets.Tom Bradshaw’s model has turned bearish on gold and silver, leading him to sell his ETF holdings after substantial gains.The long-term outlook for precious metals remains bullish, but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 3 weeks ago33 min
Mid-Week Macro 26/08/2026 - Bullion, El Niño, Bonds, Bessent and more
Welcome to Mid-Week Macro for Wednesday 26th August 2026, sponsored by Adam Fayed.Join expat and high-net-worth wealth manager Adam Fayed, and the The Contrarian Capitalist, for an insightful webinar exploring how thoughtful retirement planning can help you enjoy a higher standard of living than you may have expected. Learn practical strategies for maximizing your retirement income, spending with confidence, and making your wealth last throughout retirement. You will receive a free recording if you register and can’t attend!Tuesday 29th September 08:00 EST, 13:00 UKCan’t attend live? No problem, register and we’ll send you the full recording for free.Mid-week Polymarket marketSometimes the best thing to do is to do nothing!GoldCore is an international precious metals specialist, offering secure access to physical gold and silver through one of the world’s most robust vaulting and logistics networks.NB - This is an affiliate link and if you chose to store your metals with GoldCore then you will also be helping The Contrarian Capitalist. I do have holdings with GoldCore and can hand on heart say that they do a very good job.Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkPaid subscribers receive high conviction commodity research, weekly macro and commodity wraps with clear traffic light signals, and early access to podcasts and bonus insights.The goal is simple: help you protect capital, understand the real forces driving markets, and identify asymmetric opportunities before they become mainstream.Starting at just $9.17 per month (less than a couple of coffees), it’s cracking value to protect your wealth, defend your freedom and outsmart the system.Podcasts & Posts & Article LinksNormal Brits Are Unwittingly Funding Pro-Illegal Migrant CharitiesHousehold energy bills to hit three-year high as Ofgem announces 4% rise from October“Buffers Running Down Quickly”: HSBC Warns Next Global Food Shock BrewingCanada announces ‘dollar-for-dollar’ retaliatory tariffs on US as high as 50%Fed’s Favorite Inflation Indicator Ticks Up In July As Americans Suddenly Start Saving MoreDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
- 3 weeks ago50 min
Robert Kientz - Past the Point of No Return: America’s $40T Debt Bomb & Coming Crash
Today’s podcast guest is Robert Kientz, founder of The Freedom Report, market analyst, financial educator, author and precious metals industry participant.He focuses on macroeconomic analysis, government monetary policy, the U.S. dollar, gold and silver markets, COMEX/LBMA dynamics, de-dollarization, Austrian economics, and sound money advocacy, often from a libertarian perspectiveAUDIO IS AVAILABLE HEREPlease SUBSCRIBE, LIKE AND SHARE THIS PODCASTNB - Recorded on Monday 24th August 2026 PM UK Time.Unlock Exclusive AccessBecome a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets.In this wide-ranging conversation, Robert discusses:* Why US debt has reached ~$40 trillion alongside a $1.9 trillion deficit this year* How debt-to-GDP of 115–125% sits far past the 90% “point of no return”* The $16 trillion in interest costs due over the next decade* Why 10-year Treasury yields near 5% are historically unsustainable at this debt level* The lack of any realistic political path to deep cuts in entitlements or military spending* How Fed and Treasury tools are exhausted and largely inflationary* Accelerating BRICS de-dollarization, SWIFT alternatives, and the fading petrodollar* Why midterms won’t solve the problem when both parties continue heavy spending* America following the classic 250-year cycle of dominant nations* Gold, silver, and real resources as the practical way for individuals to prepare* And much moreContact InformationYou can connect with Robert on Substack at Robert Kientz, On X and you can find other social media links at Libertarian MediaDeep Dive into World Silver Inventories and Potential Coming Price ShocksGet a FREE copy of Rob’s book by e-mailing Rob at libertarianmedia@proton.me and mentioning The Contrarian CapitalistDISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
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