Podcasts about The Contrarians

It's time to face the facts: Donald Trump's goose just might be cooked. After the violence of Minneapolis and the shocking revelations of the Epstein Files, it's clear that a major political shake-up is coming. The Contrarian's Jennifer Rubin joins David Rothkopf to explore the fall of legacy media, the rise of independent voices, and the tectonic generational shifts happening in American politics.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode. 0:00 Intro 0:26 “Third best year of my career” 5:32 Recent BHP & Lundin Gold Silver Streams 12:21 Lara Exploration 15:03 André Gaumond & Virginia Gold Mines 18:47 Investing in pure explorers 21:06 Analyst gold & silver prices for valuing miners 23:13 Precious metals euphoria 25:14 Junior Mining Management is better now than 10yrs ago 28:43 Insane profits via jurisdictional contrarian courage 33:36 Russian 100-bagger 37:57 Platinum & palladium upward move 39:24 PDAC 40:21 Why you must grow your network 44:04 Rule Investment Media offerings Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

It's time to face the facts: Donald Trump's goose just might be cooked. After the violence of Minneapolis and the shocking revelations of the Epstein Files, it's clear that a major political shake-up is coming. The Contrarian's Jennifer Rubin joins David Rothkopf to explore the fall of legacy media, the rise of independent voices, and the tectonic generational shifts happening in American politics.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Fast Forward, host Andrea Hotter dives deep into the unpredictable world of copper markets with industry veteran David Lilley of Drakewood Capital Management. Together, they explore how copper has shifted from a supply-and-demand-driven commodity to one influenced by fear, forward expectations and geopolitical tensions.  Discover why raw materials like copper could become the ultimate constraint in an AI-powered world, overshadowing manufacturing capabilities. From the impact of deglobalization and strategic stockpiling to the rise of electronic waste recycling, this episode unpacks the challenges and opportunities shaping the future of critical minerals.  This conversation is a must-listen for anyone navigating the complexities of the global commodities landscape. Tune in to learn why "fear has become a fundamental" and how copper could define the next decade of innovation and resilience.  Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/   

What if Dinner for Schmucks was an artsy love story? Yes, that change would suck the fun out of the film, but, in exchange, it would get it some cred with film critics. And that's how DOGFIGHT ended up with a fresh 87% Tomatometer score - and a pretty recent Criterion Collection induction to boot. Listen to Alex & Julio as they try to figure out if River Phoenix and Lili Taylor have any actual chemistry, and if tying stories into the JFK assassination will ever get old!TIMELINE00:01:24 Dogfight00:11:50 Contrarians Corner- Wanna know how we really feel about DOGFIGHT? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

All kidding aside, it's a bummer that a movie like DOGFIGHT is not better known and, once we get over our annoyance at younger reviewers engaging with the film on a superficial level, we do our best to celebrate Nancy Savoca's bittersweet love story. So no point in even trying to be suspenseful about it: expect lots of appreciation for River Phoenix and Lily Taylor's performances in this Real Talk segment… and a commitment to owning the Criterion release!TIMELINE00:01:26 Feel like walking?00:02:11 Real Talk00:49:36 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we dive into 70s paranoia as we tackle the Dustin Hoffman thriller MARATHON MAN! In the meantime, let us know what you thought of Dogfight: did you buy the sudden one-night romance? Were do you rank it among River Phoenix and Lily Taylor's filmographies? Did you jump to pre-order the Criterion as soon as it was announced? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

John and Martin discuss AC/DC's 15th studio album "Black Ice" the first with producer Brendan O'Brien and the last studio album with Malcolm Young. Make a donation at: https://ko-fi.com/kickedintheteeth paypal donations accepted at lairofthealchemist@yahoo.com More Rock/Metal Discussions at: "The Contrarians" and "Lair Of The Alchemist" More info on Martin: www.martinpopoff.com Other Podcasts: "History In Five Songs With Martin Popoff" and "Into The Void: A Black Sabbath Podcast” John's band- Sinister Realm on all streaming services Learn more about your ad choices. Visit megaphone.fm/adchoices

In this wide-ranging and thought-provoking episode of Payne Points of Wealth, Bob, Ryan & Chris Payne sit down with legendary small-cap value investor Bob Killen, who brings more than 60 years of market experience to the table. The conversation kicks off with a timely debate on gold and silver, sparked by a now viral quote from Bob Killen: “There are only two people in the world who truly understand gold—and they disagree on the price.” With precious metals going parabolic and emotions running hot, Bob offers a calm, long-term framework for thinking about gold—not just as an inflation hedge, but as a reflection of global wealth, supply and demand, and central bank behavior. His long-term price outlook may surprise you. From there, the discussion broadens into the health of today's market, highlighting the shift away from a narrow, mega-cap-led rally toward a much broader and healthier market, with strength in transports, small caps, commodities, and industrial names. Bob shares why this moment may resemble the 1950s more than the 1970s or 1990s, and what that could mean for investors over the next decade. As a lifelong contrarian, Bob explains why he prefers buying what nobody wants—and names specific areas he believes are currently out of favor, including insurance stocks, REITs, and overlooked small-cap industrial companies. He also explains why discipline, patience, and risk management matter far more than being “right.” The episode closes with some of Bob's most valuable wisdom: • Why emotion is the enemy of good investing • The danger of falling in love with a stock • Lessons learned from bankruptcy, bubbles, and booms • And why avoiding big mistakes matters more than chasing big wins Whether you're navigating gold mania, questioning AI euphoria, or looking for opportunities beyond the Magnificent Seven, this episode is packed with hard earned insights, historical perspective, and timeless investment lessons.  Don't miss this masterclass in long-term thinking from one of the great small-cap investors of our time.

Show Notes:  Richard Millington talks about his Substack and consulting practice, Fever B. Richard shares his journey of starting his consultancy practice in 2009 or 2010, focusing on building online communities. During the pandemic, Richard received many requests for advice on becoming a consultant, leading him to start his Substack in April 2023. Richard explains how his Substack has become a side hustle, allowing him to reflect on his experiences and share valuable insights with his audience. Defining Community Consulting Richard defines community consulting, which involves building communities for customers in the technology space. He explains that community consulting helps companies save money by allowing customers to answer each other's questions, reducing the need for customer support. Richard emphasizes the importance of understanding psychology, incentive structures, and legal considerations when building communities, and he highlights the need for companies to hire the right team and have the right strategy, technology, and processes in place. How to Motivate Community Participants When asked how to motivate people to answer questions in online communities, Richard explains that people often help others for the intrinsic reward of feeling useful and making an impact. He discusses the importance of creating a sense of community and recognition for top contributors, such as unique roles and status within the community. Richard notes that financial incentives can sometimes backfire, as people may focus more on the money than on helping others. Surprising Insights on Substack Richard mentions that his most popular post, "The goal of your consulting website is to display as many trust signals as possible," received a lot of attention. He shares other popular posts, such as "Consulting is not selling your expertise" and "You only need to engage 50 people to be a success." Richard discusses his less popular but personally impactful posts, like those on contract structure and niche selection, which he found important for his audience. A Successful Approach to Content Creation Richard talks about his process for creating Substack posts. He  explains that he has a routine of dedicating the first hour of his day to generating ideas and writing posts. He reflects on his past experiences and common themes among his coaching clients to create relevant content. Richard mentions that he is moving towards having a theme for a few months, leading into a program he is running, to provide a clear point of focus for his content. Examples of Consulting Projects Richard describes a recent project with a client in Las Vegas, where he helped launch a community from scratch. He explains the importance of strategy, internal buy-in, technology setup, and training for community success. Richard also discusses projects focused on improving existing communities, such as increasing engagement and proving return on investment. Courses and Coaching for Consultants Richard shares his experience with creating courses, starting with his first course in 2011, and the success of his video courses. He explains the benefits of cohort-based courses, which have higher completion rates compared to on-demand courses. Richard discusses his coaching programs, which help independent consultants select the right niche, market themselves, and attract clients. Strategies to Attract Clients Richard outlines six ways to attract clients: search engine optimization, algorithms, referrals, networking, advertising, and cold outreach. He emphasizes the importance of selecting the right acquisition channel and committing to it. Richard shares his personal experience with using social ads to grow his Substack audience and the costs involved. Pricing Advice for Consultants Richard discusses the importance of strategic pricing and the pitfalls of advice like "just raise your rates." He explains the need for a balanced approach to pricing, considering the type of client, the project's complexity, and the competition. Richard shares his approach to naming fees and the benefits of using a broad range to align with the client's expectations. Access more of Richard's advice on Indispensable Consulting And to learn more about the core foundations of a sustainable consultancy: "a clear niche, strong positioning, and well-defined offers that clients understand and are willing to pay for." join the Consulting Foundations Program Timestamps: 03:00: Defining Community Consulting  05:30: Motivating Community Participants  08:36: Popular Substack Posts and Surprising Insights 25:38: Richard's Approach to Content Creation  30:23: Consulting Practice and Client Projects 34:58: Courses and Coaching for Independent Consultants 47:15: Challenges and Strategies in Attracting Clients 47:35: Consulting Advice and Pricing  Links: Personal Website: https://www.richardmillington.com/ Company Website: https://www.feverbee.com/   This episode on Umbrex: https://umbrex.com/?post_type=unleashed&p=244024&preview=true Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.    

We were going to originally drop this on Valentine's Day, but we figured the In the Heights conversation needed an extra holiday in the spotlight. Regardless, here we are, at the end of our Exorcist Franchise journey, as we chat our way through THE EXORCIST: BELIEVER - yet another failed attempt at making The Exorcist series a blockbuster-machine. But hey, we got Ann Dowd, Ellen Burstyn, and the team behind Alex's beloved modern Halloween trilogy so… it can't all be bad, can it?Thank you for joining us in this project! - Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Mimi Rocah is an attorney who served as District Attorney of Westchester County, NY from 2021-2024.Prior to becoming DA, she served as an Assistant U.S. Attorney for the Southern District of New York for nearly 17 years where she prosecuted and oversaw cases involving violent crime, organized crime, human trafficking, sex trafficking, child exploitation, frauds and public corruption. She's a frequent commentator on MSNOW, CNN, The Contrarian, Cafe, and numerous podcasts and radio shows on topics relating to law, justice and women's issues and has written and published dozens of opinion pieces on those topics. She's an expert in the rule of law, democracy and the corruption and abuse of the justice system and is currently an adjunct professor at Fordham University School of Law. And, Mimi is writing a book, “Justice Under Siege,” about the Trump Administration's political takeover of the DOJ and the heroes who have stood up, due out in September 2026. Mimi shares her thoughts on this week's Pam Bondi testimony at the House Judiciary Committee hearing as well as the overall weaponization of, and corruption at, the Justice Department. Got somethin' to say?! Email us at BackroomAndy@gmail.com Leave us a message: 845-307-7446 Twitter: @AndyOstroy Produced by Andy Ostroy, Matty Rosenberg, and Jennifer Hammoud @ Radio Free Rhiniecliff Design by Cricket Lengyel

We challenge the fear cycle around real estate and show why disciplined contrarian buying can work in 2026. We walk through real multifamily distress, market absorption, and why basis and debt terms now matter more than flashy rent growth.• rates rising and bridge debt resets driving distress in capital stacks• absorption trends in Phoenix versus oversupply in Austin and Dallas• why coastal markets improved due to scarce new supply• buying stabilized, well‑located multifamily at 30–40% discounts• fixed agency debt and conservative leverage restoring cash flow• where single‑family rentals struggle against concessions• submarket selection and vintage risk to avoid capex traps• office at deep discounts to replacement and reposition strategies• timing the cycle with data, not emotion• our plan to expand beyond Phoenix while staying selectiveYou can learn more about Jamison and Neighborhood Ventures Here - https://neighborhood.ventures/Please make sure you are subscribed to the podcast or the YouTube channel where these interviews play as well. Give it thumbs up, five stars, whatever you can do to help spread the good word. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generating sustainable cash flow from low-decline, producing assets. Presidio Petroleum Website: https://bypresidio.comDisclaimer: Commodity Culture was compensated by Presidio Petroleum for producing this interview. Jesse Day is not a shareholder of Presidio Petroleum. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets.In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.Chapters- 00:00 - Introduction and connections reform recap- 01:44 - The 1,000GW grid queue crisis- 02:04 - Transmission versus distribution network access differences- 03:21 - Gate one and gate two grid offers explained- 04:06 - Current status of gate two notifications- 05:28 - Connection date uncertainty and timeline delays- 07:39 - September deadline for final grid offers- 09:15 - Co-location of batteries with solar projects- 11:42 - Why Ofgem removed batteries from solar schemes- 14:58 - Network capacity constraints and upgrade costs- 17:25 - Active network management and curtailment solutions- 20:33 - Distribution versus transmission network capacity planning- 23:47 - Industry response to battery removal decisions- 26:19 - The business case for solar-battery portfolios- 29:51 - Substation siting challenges and planning delays- 32:44 - National Grid's role in new infrastructure- 35:16 - Summer solar generation and negative prices- 38:16 - How solar projects price curtailment risk- 40:10 - Next steps for connections reform implementation- 42:02 - Critical path issues for 2030 delivery- 43:24 - Contrarian view: using existing networks better

The UK's electricity grid connection queue ballooned to over a Terawatt of projects - far more than the country will ever need, creating delays for renewable energy developers trying to bring solar, wind, and battery storage online. Connections reform was designed to clear this gridlock, but delays in the process are now pushing back critical infrastructure decisions that could make or break the UK's 2030 clean energy targets.In this episode, Ed Porter speaks with Ed Birkett, New Projects Director at Low Carbon.The conversation explores the current state of connections reform, the challenges facing renewable energy developers navigating the new grid offer system, the critical role of battery storage co-location with solar projects, and why substation siting decisions have become the new bottleneck for getting clean energy projects built on time.Chapters- 00:00 - Introduction and connections reform recap- 01:44 - The 1,000GW grid queue crisis- 02:04 - Transmission versus distribution network access differences- 03:21 - Gate one and gate two grid offers explained- 04:06 - Current status of gate two notifications- 05:28 - Connection date uncertainty and timeline delays- 07:39 - September deadline for final grid offers- 09:15 - Co-location of batteries with solar projects- 11:42 - Why Ofgem removed batteries from solar schemes- 14:58 - Network capacity constraints and upgrade costs- 17:25 - Active network management and curtailment solutions- 20:33 - Distribution versus transmission network capacity planning- 23:47 - Industry response to battery removal decisions- 26:19 - The business case for solar-battery portfolios- 29:51 - Substation siting challenges and planning delays- 32:44 - National Grid's role in new infrastructure- 35:16 - Summer solar generation and negative prices- 38:16 - How solar projects price curtailment risk- 40:10 - Next steps for connections reform implementation- 42:02 - Critical path issues for 2030 delivery- 43:24 - Contrarian view: using existing networks better

The seventh installment of Fresh Immigrants, Rotten Fascists introduces us to a whole host of characters that would get harassed by ICE in today's America. Writer and friend Cathy Alvarez joins us to talk about Usnavi and the rest of the Latino community of IN THE HEIGHTS!Thank you for checking this new project out, whether you are a long-time Contrarians fan or someone who's just trying to listen to people talking positively about immigrants and negatively about fascism. If you have any recommendations for future entries in the series, let us know!- Many thanks to the amazing Jordan Cooper for composing our intro and outro. Fantastic collaborator to work with - and he has a They Might Be Giants podcast: DON'T LET'S START. You can also check out Jordan's band TROUBLE'S AFOOT on Bandcamp!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Investors are rotating out of large-cap growth as cyclical sectors gain momentum. Todd Sohn points to strong inflows into industrials, materials, and energy ETFs, along with renewed interest in small caps after heavy outflows, while noting that Japanese equities remain an underappreciated contrarian opportunity. Sohn also discusses volatility in metals and digital assets, including the iShares Gold Strategy ETF (IAUF), as ways to manage risk in gold and Bitcoin.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In today's episode, Tyler takes a deep dive into the market's ongoing strength, despite mixed headlines and bearish sentiment. The conversation covers the broadening effect fueling all-time highs across sectors and international markets, the latest updates on GDP growth, and strong moves from the homebuilders. Tune into today's podcast to learn more.

Contrarian stalwarts Norm Eisen, Asha Rangappa, and Jen Rubin join Harry for a special episode filmed in front of a live audience at Princeton University. They begin with the cataclysmic fall of the Washington Post and what it shows about Trump's power to demolish even the most powerful civic institutions. From there, they turn to the deportation effort, which seems to be running itself into the ground, and Trump's latest noises about election interference. They end with some measured but forceful optimism for American democracy in 2026. A video version of this episode is available on YouTube.  Mentioned in this episode: The Contrarian: ⁠https://contrarian.substack.com/ The Contrarian's YouTube: ⁠https://youtube.com/@ContrarianNews⁠ Democracy Defenders Fund: https://www.democracydefendersfund.org/⁠ Asha's Substack: https://asharangappa.substack.com/ Asha's podcast: https://podcasts.apple.com/us/podcast/its-complicated/id1434320092 The New York Times piece on lawsuits against the administration: https://www.nytimes.com/interactive/2026/us/trump-administration-lawsuits.html⁠ Image credit: Sameer Khan, Fotobuddy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Bring the Pain, we're back and ready to talk about Super Bowl LX, which features the Seattle Seahawks and the New England Patriots. As always, we'll talk game theory while giving out DFS lineups and bets. I have a ton of prop bets lined up for this show that sticks to my method that I used all year. I want to say thank you to everyone who followed this show throughout the season and I can't wait to do it again this fall. Have a great day, everyone, and may the offseason be with you.

In this episode of Bring the Pain, we're back and ready to talk about Super Bowl LX, which features the Seattle Seahawks and the New England Patriots. As always, we'll talk game theory while giving out DFS lineups and bets. I have a ton of prop bets lined up for this show that sticks to my method that I used all year. I want to say thank you to everyone who followed this show throughout the season, and I can't wait to do it again this fall. Have a great day, everyone, and may the offseason be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #drroto​ #bringthepain​ #ultracontrarianshow​ #superbowlLX​ #superbowl​ #seahawks​ #patriots​ #nfl​ #nflplayoffs​ #championshipgame​ #betting​ #sportsbetting​ #propbets​ #DFSstrategy​ #podcast​ #sportspodcast​ #spreaker​ #spreakerpodcast​ #freebets​ #liveshow​ #seasonending​ #thankyou​ #dubbyenergy​ #fuegosteve​ #fuegopickoftheweek​ #machopickoftheweek​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Whether it's a sudden wild move downward, or a full on bear cycle, even real Contrarians make the same mistakes rank amateurs do.  It's time to remind ourselves what we're really doing here, by going over three of the most classic mistakes we still fall for.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841   The Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comGas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletterChapters:00:00 - Introduction and January 2026 gas spike01:44 - Seb Kennedy's dual role journalist analyst04:26 - Understanding TTF and Henry Hub hubs05:37 - Investment fund positioning and short squeeze09:05 - Weather patterns driving European gas demand12:13 - Nuclear outages worsening European gas crisis14:44 - US gas price spike explained16:53 - Freeze-offs and US production challenges21:13 - LNG export constraints at Freeport facility25:20 - Trump administration's impact on LNG markets29:20 - Panama Canal and geopolitical LNG considerations30:47 - Venezuela's political upheaval and oil situation32:40 - Venezuela's massive gas flaring crisis35:20 - Pakistan's renewable boom versus LNG commitments42:53 - Key themes to watch in 202644:25 - Contrarian view on import dependence

Transmission is getting a glow up and we want to hear from you what we can improve. Help us by filling in this short survey. https://form.typeform.com/to/kCdj85iK?typeform-source=www.linkedin.comGas prices spiked over 25% in a week as cold weather and short squeezes created chaos across European and US markets in January 2026.Ed Porter speaks with Seb Kennedy, founder of Energy Flux, about the recent gas market crisis. Kennedy explains the short squeeze mechanics in European markets, US production freeze-offs, Trump's LNG policies, Venezuela's gas flaring tragedy, and Pakistan's solar boom versus LNG commitments.You can watch or listen to new episodes every Tuesday and Thursday.Transmission is a Modo Energy production. Your host is Ed Porter - VP of Insights.Modo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets. Want all the latest power market news? Sign up for our free Weekly Dispatch newsletterChapters:00:00 - Introduction and January 2026 gas spike01:44 - Seb Kennedy's dual role journalist analyst04:26 - Understanding TTF and Henry Hub hubs05:37 - Investment fund positioning and short squeeze09:05 - Weather patterns driving European gas demand12:13 - Nuclear outages worsening European gas crisis14:44 - US gas price spike explained16:53 - Freeze-offs and US production challenges21:13 - LNG export constraints at Freeport facility25:20 - Trump administration's impact on LNG markets29:20 - Panama Canal and geopolitical LNG considerations30:47 - Venezuela's political upheaval and oil situation32:40 - Venezuela's massive gas flaring crisis35:20 - Pakistan's renewable boom versus LNG commitments42:53 - Key themes to watch in 202644:25 - Contrarian view on import dependence

It would be disingenuous to talk about SERENITY without addressing the Whedonesque Elephant in the ship, so to speak. So, yes, this Real Talk segment devotes some time to the rise and fall of the Whedon brand. But we also talk about Serenity itself, and how it works for someone who's not familiar with the show versus how it works for a hardcore Firefly fan. And can you enjoy the movie if you didn't care for the show? It's all answered here!TIMELINE00:01:26 I aim to misbehave00:02:34 Real Talk00:56:12 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, the next installment of Fresh Immigrants, Rotten Fascists arrives, as we discuss the joyful Lin-Manuel Miranda musical IN THE HEIGHTS! Then, we'll come back to Contrarians business with the Criterion-celebrated drama DOGFIGHT. In the meantime, let us know what you thought of Serenity: did you experienced it without prior knowledge of the show? Have you followed Mal and the crew ever since Firefly debuted or were you converted by their big screen adventures? Are you (still) a Joss Whedon fan? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The year was 2005 and Joss Whedon decided to audition for a spot among Big Hollywood Blockbuster Directors. He submitted SERENITY for our collective consideration and it didn't quite light the world on fire, despite its passionate fanbase - who would've thought a movie based on a short-lived cult show wouldn't break box office records? Still, it's fresh on the Tomatometer, so it'll get the Contrarians Treatment!(Patrons: check your feeds for a discussion about FIREFLY that leads right into this episode.)TIMELINE00:01:24 Serenity00:14:37 Contrarians Corner- Wanna know how we really feel about SERENITY? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

In this episode of UNSCRIPTED, host Sarah Nicastro sits down with Greg Crumpton, VP at ServiceLogic and founder of DeepKnowledge, to explore how curiosity and contrarian thinking drive innovation, why respecting local expertise beats corporate control, and how modern leaders can build cultures where people actually want to stay. Whether you're navigating acquisition-led growth, scaling teams across generations, or struggling with the shift from command-and control management, this conversation is packed with hard-won wisdom on trust, mutual respect, and what it really takes to lead today. 

President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of UNSCRIPTED, host Sarah Nicastro sits down with Greg Crumpton, VP at ServiceLogic and founder of DeepKnowledge, to explore how curiosity and contrarian thinking drive innovation, why respecting local expertise beats corporate control, and how modern leaders can build cultures where people actually want to stay. Whether you're navigating acquisition-led growth, scaling teams across generations, or struggling with the shift from command-and-control management, this conversation is packed with hard-won wisdom on trust, mutual respect, and what it really takes to lead today. 

In Episode 004, Michael explains why he chose to call this newsletter The Leadership Contrarian, and why the name points to something much deeper than branding. Michael names a growing reality facing leaders today: the Formation Gap. It's the widening divide between the weight leaders are being asked to carry and the formation they've actually received to carry it well. As the world grows more volatile, faster, and less trustworthy, leadership has increasingly been reduced to shortcuts—tools without wisdom, performance without endurance, and success without stewardship. This episode explores: What the Formation Gap is and why it's growing The three forces creating pressure on modern leaders Why much of today's leadership advice is incomplete—or harmful What Formation-First Leadership really means Why leadership must be formed internally, relationally, and tactically Who this work is for—and why it matters now This is a call to whole leadership that endures without costing you your integrity, your family, or your inner life.

The actual title is DOMINION: PREQUEL TO THE EXORCIST, which really rolls off the tongue, doesn't it? Anyway, we continue paying our Livestream for the Cure debt by doing a commentary on the Paul Schrader version of the fourth Exorcist movie - which happens to be the one you can watch for free!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Ever felt like you're doing great work, but you're stuck in a sea of sameness?

Jason Cohen is a four-time founder (including two unicorns, one being WP Engine) and an investor in over 60 startups, and has been sharing his lessons on company building at A Smart Bear for nearly 20 years. In this episode, Jason shares his methodical five-step framework for diagnosing stalled growth—a problem that faces almost every team.We discuss:1. Jason's five-step framework: logo retention, pricing, NRR, marketing channels, target market2. A small tweak that'll double response rates on your cancellation surveys3. Why “it's too expensive” is almost never the real reason customers cancel4. The “elephant curve” of growth5. How repositioning the same product can increase revenue 8x6. When to reconsider if growth is even the right goal for your business—Brought to you by:10Web—Vibe coding platform as an APIStrella—The AI-powered customer research platformBrex—The banking solution for startups—Episode transcript: https://www.lennysnewsletter.com/p/why-your-product-stopped-growing—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Jason Cohen:• Preorder Jason's book: https://preorder.hiddenmultipliers.com/• X: https://x.com/asmartbear• LinkedIn: https://www.linkedin.com/in/jasoncohen• Blog: https://longform.asmartbear.com• Website: https://wpengine.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Cohen(05:19) Jason's writing journey(08:25) Questions to ask when your product stops growing(18:17) Getting real customer feedback(20:27) Analyzing cancellation reasons(26:54) Onboarding and activation(29:35) Quick summary(35:46) Revisiting pricing strategies(41:46) Positioning strategies(47:52) Why pricing is inseparable from your strategy(52:06) The importance of net revenue retention (NRR)(01:00:25) Asking whether or not this is good for the customer(01:04:34) Leveraging existing customers(01:06:42) Are your acquisition channels saturated? The “elephant curve”(1:09:41) Why all marketing channels eventually decline(01:12:04) Direct vs. indirect marketing channels(1:13:36) Getting creative with new channels(01:19:04) Do you actually need to grow?(01:25:57) Deciding when to quit(01:29:27) Book announcement(01:33:21) AI corner(01:34:35) Contrarian corner(01:37:43) Lightning round and final thoughts—Referenced:• Tyler Cowen's website: https://tylercowen.com• How to Perform a Customer Churn Analysis (and Why You Should): https://www.groovehq.com/blog/learn-from-customer-churn• Linear: https://linear.app• Jira: https://www.atlassian.com/software/jira• Patrick Campbell's post on X about pricing: https://x.com/Patticus/status/1702313260547006942• The art and science of pricing | Madhavan Ramanujam (Monetizing Innovation, Simon-Kucher): https://www.lennysnewsletter.com/p/the-art-and-science-of-pricing-madhavan• Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam: https://www.lennysnewsletter.com/p/pricing-and-scaling-your-ai-product-madhavan-ramanujam• Pricing your SaaS product: https://www.lennysnewsletter.com/p/saas-pricing-strategy• M&A, competition, pricing, and investing | Julia Schottenstein (dbt Labs): https://www.lennysnewsletter.com/p/m-and-a-competition-pricing-and-investing• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Buffer: https://buffer.com• AG1: https://drinkag1.com• How to find hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com): https://www.lennysnewsletter.com/p/how-to-find-hidden-growth-opportunities-albert-cheng• How Duolingo reignited user growth: https://www.lennysnewsletter.com/p/how-duolingo-reignited-user-growth• The Elephant in the room: The myth of exponential hypergrowth: https://longform.asmartbear.com/exponential-growth• HubSpot: https://www.hubspot.com• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Adjacency Matrix: How to expand after PMF: https://longform.asmartbear.com/adjacency/• Ecosystem is the next big growth channel: https://www.lennysnewsletter.com/p/ecosystem-is-the-next-big-growth• ChatGPT apps are about to be the next big distribution channel: Here's how to build one: https://www.lennysnewsletter.com/p/chatgpt-apps-are-about-to-be-the• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths• Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify): https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams• Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market: https://www.lennysnewsletter.com/p/geoffrey-moore-on-finding-your-beachhead• ER on Prime Video: https://www.amazon.com/ER-Season-1/dp/B0FWK5WJQ4• The Pitt on Prime Video: https://www.amazon.com/The-Pitt-Season-1/dp/B0DNRR8QWD• Wispr Flow: https://wisprflow.ai• Anker: https://www.anker.com—Recommended books:• Will: https://www.amazon.com/Will-Smith/dp/1984877925• Monetizing Innovation: How Smart Companies Design the Product Around the Price: https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Hidden Multipliers: Small Things That Accelerate Growth: https://preorder.hiddenmultipliers.com• On Writing Well: The Essential Guide to Mastering Nonfiction Writing and Effective Communication: https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548• Crossing the Chasm, 3rd Edition: The Updated Version of the Insightful Guide on Bringing Cutting-Edge Products to the Mainstream: https://www.amazon.com/Crossing-Chasm-3rd-Disruptive-Mainstream/dp/0062292986—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Director Nick Cassavetes has a penchant for successfully manipulating audiences into loving movies most critics scoff at. That explains the disconnect between JOHN Q's 26% Tomatometer score and its 78% Popcornmeter score. Of course, we live in a world where half the American population low-key celebrated the death of a healthcare company's CEO so we shouldn't be surprised most regular folk sided with Denzel on this one. Lots to talk about in this Real Talk segment!TIMELINE00:01:26 You have to look in the mirror00:02:24 Real Talk00:52:25 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we join Captain Reynolds' crew as we tackle the cult sci-fi romp SERENITY! (the Joss Whedon movie, not the Matthew McConaughey thriller) Until then, let us know what you thought of John Q: would you have been outside that hospital, cheering Denzel on? Did you buy Anne Heche's baby-faced turn? What's your health insurance plan like? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

More than 20 years before Luigi Mangione became a controversial celebrity, Denzel Washington was taking on the American healthcare system in JOHN Q - a thrilling hostage flick that might have been a bit too challenging for movie critics, leading to a rotten 26% Tomatometer score. Listen to Alex & Julio as they discuss the many twists and turns embedded in health insurance and wonder if it's okay to still like James Woods as an actor.TIMELINE00:01:24 John Q00:06:44 Contrarians Corner- Wanna know how we really feel about JOHN Q? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

In this episode of Excess Returns, we sit down with Jan van Eck, CEO of VanEck, to discuss how long-term macro forces are shaping markets and investment opportunities. Jan shares how his firm thinks about government spending, monetary policy, and technology, why he believes investors have more visibility than they realize heading into 2026, and how trends like artificial intelligence, gold, and global asset allocation could redefine portfolios over the next decade and beyond.Topics covered in this episode includeHow VanEck uses fiscal policy, monetary policy, and technology as core macro pillarsWhy declining fiscal deficits may reduce long-term stress on marketsThe case for a less interventionist Federal Reserve and what it means for investorsWhy thinking in decades, not quarters, can lead to higher conviction investingArtificial intelligence as a transformative economic force and its impact on semiconductors, energy, and productivityThe AI capex buildout, compute shortages, and lessons from past infrastructure boomsGold's resurgence as a global store of value in a multipolar worldThe difference between owning physical gold and gold mining stocksRisks and opportunities in private credit and business development companiesWhy illiquid assets may not belong in daily liquidity vehicles like ETFsIndia's long-term growth potential and implications for global portfoliosHow family ownership influences VanEck's long-term investment approachBehavioral mistakes investors make and why long-term charts matterLessons Jan would teach the average investor based on decades of market experienceTimestamps00:00 Introduction and VanEck's macro framework02:25 Translating macro views into product development04:34 2026 outlook and why visibility may mean risk on06:00 Fiscal deficits, interest rates, and market stress07:00 The future of Federal Reserve intervention10:48 Long-term investing versus short-term predictions14:00 India, global growth, and asset allocation19:00 Artificial intelligence, compute demand, and semiconductors24:00 AI, jobs, and economic impact29:00 AI capex, market concentration, and historical analogies38:31 Private credit risks and liquidity considerations40:35 Illiquid assets and ETFs42:56 Gold, global currencies, and long-term trends47:26 Gold miners versus physical gold52:14 Contrarian opportunities and underloved markets52:47 Advantages of a family-owned investment firm56:06 Tokenization, blockchain, and market structure59:45 Investor psychology and long-term charts01:02:05 Lessons for the average investor

In this episode of Bring the Pain, we're back, and ready to talk about the DFS contests for the NFL's Championship Sunday. With this being a two-game slate, we'll have to stick to the game plan, even when it's hard to be contrarian because of the slate size. Buckle up, because this ride is about to take off. Have a great day, everyone, and may the points be with you.

Strap in Contrarians, we have a monster on our hands today.  The world has already signaled how important energy will be in the next decade, starting now.  The demand is insatiable, and the supply often is not.  This went from a relatively sleepy and frustrating sector, to the most obvious move on the board.  We're talking multiple silver scenarios yet to come here, it's far from too late. We break down the big picture, and the individual case for 7 different sectors in a mammoth Episode 240.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841   The Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

Our takes on cardio, carbs, and specialized workouts might surprise you. Here's why they're worth considering to look good and move well. SPONSOR: LMNT drinklmnt.com/marcusfilly

Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...

Send us a textThis was a fantastic 2 part series on how to design intelligent organizations.  Check it out!Part 1 of 2How do we make organizations not just run — but run intelligently?In this episode of Making Data Simple, we welcome Phanish Puranam, Professor of Strategy and Organizational Design at INSEAD, to explore the intersection of AI, organizational science, and intelligent design. From tools and teammates to blockchain and the metaverse, Phanish walks us through the evolving relationship between humans, algorithms, and the systems we build.We dive into real-world use cases, research-backed insights, and surprising pitfalls — plus a contrarian take on why bad ideas might be the key to better innovation.⏱️ Chapters01:50 – Meet Phanish Puranam03:36 – Organizational Design08:39 – Where is Org Design Today12:41 – A Research Example15:59 – Technologies as Tools & Teammates17:54 – A Real Use Case Example20:30 – The Metaverse, Eliminate Bad Ideas Fast21:28 – Pitfalls23:30 – Use Case Deep Dive30:06 – The Power Structure

Send us a textThis was a fantastic 2 part series on how to design intelligent organizations.  Check it out!Part 1 of 2How do we make organizations not just run — but run intelligently?In this episode of Making Data Simple, we welcome Phanish Puranam, Professor of Strategy and Organizational Design at INSEAD, to explore the intersection of AI, organizational science, and intelligent design. From tools and teammates to blockchain and the metaverse, Phanish walks us through the evolving relationship between humans, algorithms, and the systems we build.We dive into real-world use cases, research-backed insights, and surprising pitfalls — plus a contrarian take on why bad ideas might be the key to better innovation.⏱️ Chapters01:50 – Meet Phanish Puranam03:36 – Organizational Design08:39 – Where is Org Design Today12:41 – A Research Example15:59 – Technologies as Tools & Teammates17:54 – A Real Use Case Example20:30 – The Metaverse, Eliminate Bad Ideas Fast21:28 – Pitfalls23:30 – Use Case Deep Dive30:06 – The Power Structure

In our latest Contrarian episode, Norm Eisen, Katie Phang, and Jen Rubin join Harry for a deep dive on ICE's rampage through Minnesota. The panel reviews the legal and political prospects for stopping what local leaders call a "federal invasion." Can congressional Democrats restrain ICE? What about the broad-gauge lawsuit brought by Minnesota? Then the panel turns to whether the Administration has stepped on the third rail with its investigation of Federal Reserve Chair Jerome Powell, which Powell denounced as an obvious pretext for Trump's crusade to control interest rates. Mentioned in this episode:  The Contrarian: https://contrarian.substack.com/ Katie's YouTube channel:  https://www.youtube.com/@katiephangnews  Jen's piece about Democrats and ICE:  https://contrarian.substack.com/p/democrats-must-seize-the-opportunity  David Frum's piece about J.D. Vance:  https://www.theatlantic.com/politics/2026/01/vance-defends-minneapolis-shooter-ice-maga-symbol/685584/  Katzenbach memo:  https://www.justice.gov/olc/file/477221/dl?inline#page=509 Minnesota's 10th Amendment lawsuit:  https://www.ag.state.mn.us/Office/Communications/2026/docs/00190_DHS_Complaint.pdf Learn more about your ad choices. Visit megaphone.fm/adchoices

George Stern leaned into changing consumer search habits when he bought a digital marketing agency doing mid-7 figures.Register for the webinars: Which Franchise Industries Make Sense in 2026? - TOMORROW!! - https://bit.ly/4jQCN0UWhat You're Really Paying: Net Working Capital & Net Debt Explained - Jan 22nd - https://bit.ly/49mgU5YTopics in George's interview:Turning around an Amazon seller's agencyAcquiring 2 small ecommerce businessesLoving the customers more than the productSelling his camping equipment businessAcquiring an SEO agencyExtreme difficulty getting a loanBig banks aren't always betterChoosing cold calling despite challengesIndustry knowledge is overratedBeing a “recovering, type-A control freak”References and how to contact George:LinkedInGrant and Julia Hensel on Acquiring Minds: Quitting Consulting to Buy a $1m SDE AgencyWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Sam Lessin is a partner at Slow Ventures, a former VP of Product at Facebook, and a two-time founder who's now teaching etiquette to Silicon Valley's founders. In this unconventional episode, Sam explains why proper etiquette has become a vital skill for founders in 2026—especially as technology becomes more central to society and trust becomes harder to build. His etiquette book and courses have become surprisingly popular, teaching founders how to “show up in a room with a low heart rate” and quickly build trust.We discuss:1. Why etiquette matters2. Sam's framework for showing up confidently, with a low heart rate, in any room3. How to navigate introductions, small talk, meetings, and meals like a pro4. Simple hacks for remembering names and handling awkward social situations5. 30+ specific etiquette tips—Brought to you by:10Web—Vibe-coding platform as an APIDX—The developer intelligence platform designed by leading researchersWorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs—Episode transcript: https://www.lennysnewsletter.com/p/silicon-valleys-missing-etiquette-playbook—Archive of all Lenny's Podcast transcripts:https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Sam Lessin:• X: https://x.com/lessin• LinkedIn: https://www.linkedin.com/in/wlessin• Website: https://www.wlessin.com• Podcast: https://moreorlesspod.com• Lettermeme: https://lettermeme.com/lessin—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Sam's background(04:18) The role of etiquette in business success(09:30) Introductions and entering a room(16:20) Engaging conversations and building relationships(23:55) Hygiene and dress code essentials(33:42) Dining etiquette(37:15) Tipping etiquette(41:36) The “B&D trick”(43:05) Humor in social settings(45:18) Self-deprecating humor(47:42) Winding down conversations(49:20) Scheduling etiquette(55:23) Communication and email etiquette(01:02:28) Meeting etiquette tips(01:04:03) Virtual meeting best practices(01:05:15) The importance of cleaning up after yourself(01:05:58) Exiting and follow-up etiquette(01:07:24) Final thoughts(01:09:20) AI corner(01:11:13) Contrarian corner(01:16:25) Lightning round—Referenced:• Y Combinator: https://www.ycombinator.com• Kleiner Perkins: https://www.kleinerperkins.com• “Lose Yourself” by Eminem on Spotify: https://open.spotify.com/track/7MJQ9Nfxzh8LPZ9e9u68Fq• Alison Gopnik on Childhood Learning, AI as a Cultural Technology, and Rethinking Nature vs. Nurture: https://conversationswithtyler.com/episodes/alison-gopnik• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan• Bain & Company: https://www.bain.com• Evernote: https://evernote.com• Calendly: https://calendly.com• Morning Brew: https://www.morningbrew.com• Cursor: https://cursor.com• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• DigitalOcean: https://www.digitalocean.com• Cloudflare: https://www.cloudflare.com• SpaceX: https://www.spacex.com• Marc Andreessen on X: https://x.com/pmarca• Landman on Prime Video: https://www.amazon.com/Landman-Season-1/dp/B0D4D8RTMD• Dave Morin on X: https://x.com/davemorin—Recommended books:• Modern Etiquette in Technology, Finance, Society, and at Home: A Slow Ventures Handbook: https://www.amazon.com/Modern-Etiquette-Technology-Finance-Society-ebook/dp/B0G4HSKSY5• Life, the Universe and Everything: https://www.amazon.com/Universe-Everything-Hitchhikers-Guide-Galaxy-ebook/dp/B001ODEQ7A• The Ancient City: A Study on the Religion, Laws, and Institutions of Greece and Rome: https://www.amazon.com/Ancient-City-Religion-Institutions-Greece/dp/0801823048• Man's Search for Meaning: https://www.amazon.com/Mans-Search-Meaning-Viktor-Frankl-ebook/dp/B009U9S6FI• Area 51: An Uncensored History of America's Top Secret Military Base: https://www.amazon.com/Area-51-Uncensored-Americas-Military-ebook/dp/B004THU68Q• The Lessons of History: https://www.amazon.com/Lessons-History-Will-Durant/dp/143914995X• The Fish That Ate the Whale: The Life and Times of America's Banana King: https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314• The Last Kings of Shanghai: The Rival Jewish Dynasties That Helped Create Modern China: https://www.amazon.com/Last-Kings-Shanghai-Jewish-Dynasties/dp/0735224439—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

There have been some ugly developments around the horrific killing of Renee Good in Minneapolis by an ICE agent. Donald Trump offered a vile new excuse for the shooting, claiming the victim was “disrespectful” to law enforcement. Meanwhile, a damning Wall Street Journal report finds that since July, there have been 13 examples of federal agents firing into civilian vehicles, with eight people shot and two confirmed dead. What's more, the report suggests much of this was avoidable. All of that is quite simply a shocking indictment. Yet despite massive anti-ICE protests over the weekend, Trump officials are only being more contemptuous of those angered by the killing. We talked to Tim Dickinson, senior writer at The Contrarian, who attended a protest in Portland. We discuss the utter lack of oversight on law enforcement right now, how Trumpworld sees this as an opening to further antagonize blue America, and why protesters are determined to make something good out of Renee Good's death.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it look like to live with an empowered state of mind as a believer—especially when life feels overwhelming? In this Sunday Live, I kick off a brand new Bible study journey through the book of Philippians, exploring what it means to think and live as an overcomer in all things. After the Bible […]