Kontrarian Korner #20 - Stormy Waters
Kontrarian Korner - En podcast af BR Kelleran
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We had a double dip on the podcast last week, so I’ll be posting this one instead of the Videos of the Week. I had Stormy Waters on the podcast, someone who is a must follow on Twitter. He is anonymous, but he has sold a couple businesses and is now focused on venture capital, private businesses, commodities, and public equities. It was one of those conversations where you forget you’re even recording. The YouTube hall monitors probably wouldn’t like some of the language, so fair warning on that, but this one will be audio only. This episode will have something for everyone, but I guarantee you will learn a thing or two. “Commodity prices have been artificially suppressed for the better part of seventy years. We’re talking about a much larger correction now aren’t we?We’re looking at a once in 150 year commodity supercycle.”Podcast Summary* The manipulation in oil markets and European sovereign debt markets, which are increasing in frequency and size.* Why he thinks oil is capped not because of the upcoming Presidential election, but because of the inflation that Europe would feel if oil goes higher.* The different types of dollars, and why he’s short the Euro and the Pound.* How the US lifted other countries out of poverty over the last several decades.* The situation in Israel and the rift between Netanyahu and Trump, and why Netanyahu will look to expand the war in Iran and/or Lebanon. This was recorded on 10/26, so that call looks pretty good in light of recent events in Lebanon. * Why he’s bullish on commodities across the board. We talked about some of his picks in uranium, natural gas, steel, and gold miners.* Why he thinks the France’s sovereign debt market will be the first domino in Europe to kick things off for a sovereign debt collapse.* The impact of the so-called Robber Barons (aka the great American men of that era), the pursuit of the good, true, and beautiful, and the noblesse oblige that is missing from today’s billionaire class.* The state of the bullion market, the LBMA, and JP Morgan’s influence on bullion.* How Eurodollars are used to suppress commodity prices bought from other countries, and then finished goods are sold to those same countries.* What led to the decline of the birth rate in developed nations (feminism, women’s liberation, and women in the work force), and how to fix it.* Book Recommendations: The House of Morgan by Ron Chernow; Imperium by Francis Parker Yockey; Men Among The Ruins by Julius Evola.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