Podcasts about The Contrarians

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The Contrarians

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Latest podcast episodes about The Contrarians

Talking Feds
Trauma and Terror in Minnesota

Talking Feds

Play Episode Listen Later Jan 19, 2026 56:45


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

Acquiring Minds
The Contrarian Bet on a Digital Agency

Acquiring Minds

Play Episode Listen Later Jan 19, 2026 104:30


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

Lenny's Podcast: Product | Growth | Career
How to show up in any room with a low heart rate: Silicon Valley's missing etiquette playbook | Sam Lessin

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Jan 15, 2026 86:35


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

Mining Stock Education
Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper - Altius Minerals CEO Brian Dalton

Mining Stock Education

Play Episode Listen Later Jan 14, 2026 54:54


In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius's recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions. 00:00 Introduction 00:30 Current State of the Mining Royalty Sector 01:12 Consolidation and New Entrants in the Royalty Space 01:39 The Role of Royalties in Mining Financing 04:27 Tether's Entry into the Royalty Space 07:42 Investor Perspectives and Market Dynamics 22:08 Contrarian Opportunities in the Mining Sector 28:08 The Commitment of a Royalty Investor 28:53 Investor vs. Businessman: Key Differences 29:28 The Importance of Market Valuation 30:13 Navigating Emotions in Investment 30:52 Discussing the Lithium Royalty Corp Acquisition 31:46 Lithium Market Dynamics and Growth 40:16 The Role of Geopolitics in Resource Investment 44:17 Balancing Cash and Shares in Deals 46:34 Ranking Opportunities in the Metals Market 51:24 Altius's Market Presence and Future Plans Altius Minerals: https://altiusminerals.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was NOT sponsored. Mining Stock Education 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/

The Contrarians
FIRF #6 - Nineteen Eighty-Four

The Contrarians

Play Episode Listen Later Jan 14, 2026 77:47


To tackle Michael Radford's NINETEEN EIGHTY-FOUR on the sixth installment of Fresh Immigrants, Rotten Fascists almost feels like a cliche. But then, isn't the current political climate in America a bundle of tired authoritarian tropes anyway? And so we dive into this bleak adaptation of Orwell's dystopian tale and marvel at how it predicted Fox News - among other things.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!

Podcast Notes Playlist: Latest Episodes
10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling)

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Jan 14, 2026


Lenny's Podcast: Product | Growth | Career ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.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 Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—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

TD Ameritrade Network
Defense's Move from Contrarian to Consensus, Real Estate's Rough Path Ahead

TD Ameritrade Network

Play Episode Listen Later Jan 14, 2026 6:49


Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech companies with signs of profitability. As Brett explains, just mind the length of government contracts. He later touches on the supply restraints in real estate and why they won't shift anytime soon. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Deep State Radio
The Daily Blast: Trump Shooting Horror Takes Darker Turn as Damning Info on ICE Emerges

Deep State Radio

Play Episode Listen Later Jan 13, 2026 17:27


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

Nightly Business Report
A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26

Nightly Business Report

Play Episode Listen Later Jan 13, 2026 43:22


The Department of Justice's probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration's goals of lower interest rates, according to Strategas.  Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso's favorite AI idea in 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Property Profits Real Estate Podcast
The Art of Contrarian Investing with John Azar

Property Profits Real Estate Podcast

Play Episode Listen Later Jan 13, 2026 19:03


In this episode, John Azar reveals how he's helping real estate operators grow their portfolios—even in a tough market. From providing liquidity and capital to experienced partners, to finding real off-market opportunities, John breaks down what it means to think like a contrarian and win. Discover how his firm approaches deals, why operator experience matters more than asset size, and how he's helping close deals that others pass up. Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/ #realestateinvestor #capitalraising #johnazar #contrarianinvesting #propertyprofits

THE DAILY BLAST with Greg Sargent
Trump Shooting Horror Takes Darker Turn as Damning Info on ICE Emerges

THE DAILY BLAST with Greg Sargent

Play Episode Listen Later Jan 13, 2026 17:27


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

Deep State Radio
The Daily Blast: Trump Shooting Horror Takes Darker Turn as Damning Info on ICE Emerges

Deep State Radio

Play Episode Listen Later Jan 13, 2026 17:27


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

CruxCasts
The 2026 Fiscal Stimulus and Contrarian Course on the Commodities Markets

CruxCasts

Play Episode Listen Later Jan 13, 2026 30:50


Recording date: 23rd December 2025Olive Resource Capital executives are positioning against consensus views heading into 2026, predicting commodity strength driven by unprecedented fiscal stimulus rather than the widely anticipated recession that has dominated economic forecasts for three consecutive years.Sam Pelaez, President, CEO, and CIO, identified oil as his top commodity performer despite—or rather because of—overwhelming bearish sentiment. With Atlanta Fed GDP tracking above 3%, Federal Reserve liquidity injection, and Chinese expansionary fiscal policy, Pelaez argues the global economy will surprise to the upside. He characterised oil as "the most hated commodity" trading in oversold conditions, positioning it for recovery as excessive negative positioning unwinds against improving fundamental backdrop.Executive Chairman Derek Macpherson selected platinum as his best performer, citing structural market deficits and anticipated regulatory shifts. The critical catalyst involves potential rollback of electric vehicle mandates eliminating internal combustion engines by 2030-2035. Such policy reversals would extend ICE production timelines, directly supporting platinum demand through catalytic converter applications in a tight, supply-constrained market.In their most controversial prediction, both executives identified silver as likely to disappoint relative to extremely bullish expectations. Pelaez noted that 25-year volume-weighted data suggests silver has already corrected to average levels, with the biggest move occurring over the past eight weeks. He anticipates commodity leadership rotating from precious metals to industrial commodities as economic growth accelerates, reducing speculative interest in silver despite positive underlying fundamentals.The executives' no-recession call underpins their constructive commodity stance. Macpherson emphasized unprecedented government deficit spending globally—China's trillion-dollar stimulus, aggressive US spending, European defense funding—combined with Federal Reserve rate cuts creates liquidity-driven conditions favouring commodity performance. He stated this liquidity flow makes recession unlikely despite three years of predictions, instead creating stagflation environment supporting material demand.Specific equity opportunities include Ivanhoe Mines as top portfolio performer, offering exposure to one of the world's five largest copper mines with smelter entering commercial production this quarter, plus PGM phase one commissioning and premier zinc deposit. Pelaez highlighted severe scarcity of investable copper opportunities enhancing Ivanhoe's positioning.Merger and acquisition targets identified include Arizona Sonora in copper, where Rio and Hudbay involvement creates competitive tension and neighbour Ivanhoe Electric requires the asset for project viability. In gold, Aurion Resources adjacent to Rupert Resources in Finland faces increasing opportunity cost of inaction after 24 months without transaction. CANEX Metals pursuing hostile merger with Gold Basin neighbour represents classic merger arbitrage opportunity with potential dollar valuation from current 15-16 cent levels.Contrarian dark horse positions suggested in deeply depressed nickel and lithium markets, where extreme bearish sentiment and technical oversold conditions may create rebound opportunities despite uncertain fundamental timing.Geopolitical wild card involves potential Ukraine peace resolution, which executives believe would trigger reconstruction-driven commodity demand surge rather than market weakness from returning Russian supply. They note Russian oil already trades globally at discounts, suggesting peace could actually tighten markets as Russia reprices exports.The Olive Capital framework prioritises positioning against sentiment extremes—buying oversold energy whilst tempering precious metals expectations—rather than confident directional forecasts, explicitly acknowledging uncertainty whilst providing actionable investment thesis for navigating 2026 commodity markets.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Transformed You with Mark & Melissa DeJesus

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 […]

Dr Roto Media Network
The Ultra Contrarian Show | Wild Card Weekend 2026

Dr Roto Media Network

Play Episode Listen Later Jan 10, 2026 40:45


In this episode of Bring the Pain, I'm back as promised for another NFL playoff run as we get ready to end the season strong. With Best Ball leagues everywhere, I gave out my Top 5 for each position on the Fight Cub this week, which I will run through again. As always, I will have the Ultra Contrarian lineups and I will even be throwing in a few bets. This show is going to be fast-paced so buckle up, because this ride is about to take off. Have a great day, everyone, and may the points be with you.

The Edge Podcast
Crypto's Next Phase: Beyond The 4-Year Cycle

The Edge Podcast

Play Episode Listen Later Jan 9, 2026 58:36


Rob Hadick is a General Partner at Dragonfly.As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.------

The Contrarians
258 - Pt. 1 - Official Competition (CC)

The Contrarians

Play Episode Listen Later Jan 6, 2026 53:36


Breaking news: successful filmmakers and actors are very likely to be pretentious tools completely disconnected from reality. We've known this for over a century, so did we really need a movie that's exclusively about that? The team behind OFFICIAL COMPETITION thought so, and critics agreed, stamping a 96% Tomatometer score on it. That means it's time for The Contrarians to bring Penelope Cruz, Antonio Banderas, and Oscar Martinez down to Earth! Listen to Alex & Julio as they try to figure out if they can even pick a side in this three-way conflict.TIMELINE00:01:24 Official Competition00:13:05 Contrarians Corner- Wanna know how we really feel about OFFICIAL COMPETITION? 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!

The Contrarians
258 - Pt. 2 - Official Competition (RT)

The Contrarians

Play Episode Listen Later Jan 6, 2026 61:30


Regardless of where your allegiances lie - with Ivan, Felix, or Lola - odds are that you'll have a good time watching OFFICIAL COMPETITION. That is, of course, unless the movie's relentless focus on rehearsals turns you off. Or you could have a problem with the complete absence of sympathetic characters in the cast. Was that the case for one or both of The Contrarians? Listen to this Real Talk segment to find out!TIMELINE00:01:26 Pobres muchachos00:02:19 Real Talk00:55:54 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 honor our recently developed tradition to start every year with a Denzel movie as we tackle the thriller JOHN Q! Until then, let us know what you thought of Official Competition: is it an accurate representation of the filmmaking process? Did you find yourself taking sides? Would you watch Lola's next movie? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Talking Billions with Bogumil Baranowski
David Diranko: Contrarian Cash Flows: The Data Scientist Who Became a Contrarian Investor

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Jan 5, 2026 70:02


How mathematical rigor, probabilistic thinking, and family priorities shape a young investor's approach to finding overlooked opportunities.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/David Diranko is a 29-year-old German mathematician turned professional value investor who uniquely combines statistical rigor with contrarian small-cap investing, building his investment advisory firm Diranko Capital while sharing research through his newsletter Contrarian Cash Flows.3:00 - David explains his unconventional journey from mathematics to IBM data scientist to full-time value investor, detailing how he worked 40+ hours at IBM while spending another 30 hours weekly on investing before making the leap to launch Duranko Capital.6:00 - Drawing parallels between Ben Graham as "the original data scientist" during the Great Depression, David discusses how mathematical thinking enhances investment analysis through probabilistic frameworks and viewing intrinsic value as a range rather than a single number.10:00 - The decision to share research publicly through Contrarian Cash Flows despite initial hesitation about giving away "edge," leading to deeper thinking, network effects, and unexpected client relationships—though David candidly admits he's still learning to balance transparency with proprietary insights.20:00 - Europe's structural advantages for small-cap investors: fragmented markets across 27 countries, language barriers creating information asymmetries, and limited institutional coverage enabling patient capital to exploit mispricing—with David emphasizing the importance of investing in quality businesses over statistical cheapness.35:00 - AI's transformative impact on investing: from automating routine tasks to potentially replacing 50% of analyst work, while emphasizing that relationship-building, creative thinking, and probabilistic judgment remain distinctly human advantages that AI cannot replicate.50:00 - Balancing entrepreneurship with young family life (two kids under three), David shares his contrarian view that starting families early while building careers creates stronger bonds through shared struggle, rejecting the common narrative of family as a "reward" for career success.1:02:00 - Closing wisdom on finding meaning beyond financial returns, referencing Charlie Munger's caution that a life purely about buying securities wouldn't be enough—investing must serve a deeper purpose than accumulation.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

THE DAILY BLAST with Greg Sargent
Marjorie Taylor Greene Wrecks Trump in Epic Maduro Rant as MAGA Breaks

THE DAILY BLAST with Greg Sargent

Play Episode Listen Later Jan 5, 2026 22:30


After American forces captured Venezuelan leader Nicolas Maduro and brought him to the United States, almost no Republicans spoke out in dissent. But Representative Marjorie Taylor Greene did speak out. In an extended rant, she accused Trump of breaking his promise to avoid military adventurism. She sharply questioned Trump's commitment to fighting “narco-terrorists.” And she even said straight out that this is a naked bid to take Venezuela's oil. With other MAGA figures questioning Trump's interventionism, all this wrecks any sense that Trump's version of MAGA stands for anything. We talked to Norm Eisen, the publisher of The Contrarian and co-founder of the Democracy Defenders Fund, who has been talking about the invasion as an example of international corruption, just as Greene has. He explains how Greene laid bare MAGA's corrupt core, why Trump's illegal invasion is so damaging to international law, and what can be done to try to bring some accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Deep State Radio
The Daily Blast: Marjorie Taylor Greene Wrecks Trump in Epic Maduro Rant as MAGA Breaks

Deep State Radio

Play Episode Listen Later Jan 5, 2026 23:30


After American forces captured Venezuelan leader Nicolas Maduro and brought him to the United States, almost no Republicans spoke out in dissent. But Representative Marjorie Taylor Greene did speak out. In an extended rant, she accused Trump of breaking his promise to avoid military adventurism. She sharply questioned Trump's commitment to fighting “narco-terrorists.” And she even said straight out that this is a naked bid to take Venezuela's oil. With other MAGA figures questioning Trump's interventionism, all this wrecks any sense that Trump's version of MAGA stands for anything. We talked to Norm Eisen, the publisher of The Contrarian and co-founder of the Democracy Defenders Fund, who has been talking about the invasion as an example of international corruption, just as Greene has. He explains how Greene laid bare MAGA's corrupt core, why Trump's illegal invasion is so damaging to international law, and what can be done to try to bring some accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Venture Capital
Contrarian vs Consensus: The Nordic VC Playbook (Stine Sørensen, Alliance VC)

Venture Capital

Play Episode Listen Later Jan 5, 2026 47:15


In this episode of The Venture Capital Podcast, Jon Bradshaw and Peter Harris are joined by Stine Mølgaard Sørensen, Partner at Alliance VC, a Nordic early-stage fund focused on AI.Stine—an operator and repeat founder turned investor—shares how Nordic venture approaches contrarian vs consensus investing, why Scandinavia can be a powerful “safe launchpad” for startups, and what founders should consider when scaling beyond Europe. The conversation also tackles a question most investors avoid: when should a board member step down—and how do you make that change without blowing up relationships?They also discuss Alliance VC's portfolio, including 1X (humanoid robots) and Superside, plus what it takes to build real conviction early.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

Gunfighter Life.  Be Strong & Courageous
Bucking Tactical Trends and being a Contrarian

Gunfighter Life. Be Strong & Courageous

Play Episode Listen Later Dec 31, 2025 16:19 Transcription Available


Christian ; Follower of GOD Servant of CHRIST        Decorated Combat Veteran; U.S. Marine Corps Urban Warfare Instructor;       S.R.T. Commander Active Shooter Response Team Law Enforcement Los Angeles Police (L.A.P.D.) Police Officer / Fugitive RecoveryF.B.I. Instructor N.R.A Instructor Competition Shooter; Multi Time State Rifle Pistol Champion Hunting; Life Long Hunter Proffessional Hunter and Guide Private Security Contractor; Several Agencies,  Current.Patreon https://bit.ly/3jcLDuZGOD Provides JESUS SavesBecome a supporter of this podcast: https://www.spreaker.com/podcast/gunfighter-life-survival-guns-tactical-hunting--4187306/support.Have a Blessed Day 

Agency Intelligence
Stop Buying Hammers, Start Solving Problems

Agency Intelligence

Play Episode Listen Later Dec 30, 2025 36:28


What if every phone call your agency receives could tell you exactly how customers feel and how your team is performing? Jason Cass sits down with Winston Smith, CEO of Bridge Insure and Magellan Insure, to unpack how call intelligence is reshaping agency operations. The discussion explores why phone systems are more than dial tone, how real insights surface from everyday conversations, and why focusing on customer happiness and employee productivity creates a clearer picture of agency performance. Key Topics: The evolution of Bridge and the launch of Magellan Why phone systems are an untapped intelligence source Using call transcription to surface meaningful insights Measuring customer satisfaction through real conversations Evaluating employee performance with service standards Real time alerts for negative customer experiences Connecting phone data to revenue and premium impact Contrarian perspectives on AI in insurance agencies Reach out to: Winston Smith Jason Cass Visit Website: Bridge Insure Magellan Insure Agency Intelligence Produced by PodSquad.fm

Wealthion
Wealthion's Best Of 2025: Chris Casey — Cannabis Stocks Down 90% — The Ultimate Contrarian Bet?

Wealthion

Play Episode Listen Later Dec 30, 2025 29:05


As we close out the year and head into the holidays, we're revisiting some of the most impactful conversations from Wealthion in 2025. Whether you're watching for the first time or revisiting it with fresh perspective, we hope you enjoy. All the best for a happy, healthy, and prosperous New Year!

Lenny's Podcast: Product | Growth | Career
10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Dec 28, 2025 96:17


Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.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 Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—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

The Contrarians
257 - Pt. 1 - 44 Inch Chest (CC)

The Contrarians

Play Episode Listen Later Dec 28, 2025 56:40


You thought John Wayne was problematic last episode? We've got five British powerhouses ready to give him a run for his money in the criminally underrated 44 INCH CHEST! The movie's 40% Tomatometer score seems to reflect people's inability to cope with bad behavior when it's not traditionally scolded, so listen to Alex & Julio try to be open-minded and give Ray Winstone a shot!TIMELINE00:01:24 44 Inch Chest00:14:52 Contrarians Corner- Wanna know how we really feel about 44 INCH CHEST? 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!

The Contrarians
257 - Pt. 2 - 44 Inch Chest (RT)

The Contrarians

Play Episode Listen Later Dec 28, 2025 48:21


44 INCH CHEST isn't particularly gory, nasty, or offensive. It's pretty foul-mouthed, but not to the point where THAT would tank its chances with critics and audiences. So is it a bit of a whiff because most people have trouble caring for Ray Winstone and his friends? Are they too reprehensible to elicit any sympathy? We try to figure it out in this Real Talk segment!TIMELINE00:01:26 Let's hope it's heads00:02:27 Real Talk00:44:16 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 close 2025 with the acclaimed Penelope Cruz / Antonio Banderas comedy OFFICIAL COMPETITION! Until then, let us know what you thought of 44 Inch Chest: was it all in Ray Winstone's head? Is the whole thing the ultimate empathy test? Will Old Man Peanut ever go out of style? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Dr Roto Media Network
The Ultra Contrarian Show | NFL Week 17 DFS

Dr Roto Media Network

Play Episode Listen Later Dec 28, 2025 61:01


In this episode of Bring the Pain, Fuego Steve and I are back and ready to talk about the NFL's week 17 DFS slate.  As always, Steve will have his core four and his Fuego pick of the week while I finish things up with the Ultra Contrarian Lineups. In the end, we will reveal a lineup for today's games and I've even grabbed a few bets that should have us cashing before the night is over. You better buckle up, because this ride is about to take off. Have a great day, everyone, and may the points be with you.

Bring The PAIN!
The Ultra Contrarian Show | NFL Week 17 DFS

Bring The PAIN!

Play Episode Listen Later Dec 28, 2025 61:01 Transcription Available


In this episode of Bring the Pain, Fuego Steve and I are back and ready to talk about the NFL's week 17 DFS slate. As always, Steve will have his core four and his Fuego pick of the week while I finish things up with the Ultra Contrarian Lineups. In the end, we will reveal a lineup for today's games, and I've even grabbed a few bets that should have us cashing before the night is over. You better buckle up because this ride is about to take off. Have a great day, everyone, and may the points 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​ #happynewyear​ #dfs​ #nfl​ #fantasyfootball​ #seasonal​ #idp​ #idphero​ #liveshow​ #fightclubofpain​ #dubbyenergy​ #nflweek17​ #dubbyenergysponsor​ #podcast​ #nflpodcast​ #spreaker​ #spreakerpodcast​ #hottakes​ #gametheory​ #regularseason​ #nba​ #ufc​ #fanduel​ #draftkings​ #betting​ #propbets​ #freebets​ #parlays​Become a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

In A Vacuum (A Peter Overzet Pod)

JMToWin from One Week Season walks us through the Week 17 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, Youdacao from Run The Sims shares sneaky stacks for Week 17 tournaments and spots with input volatility.

Deep State Radio
Best of the Daily Blast: Trump Accidentally Wrecks His Own Epstein Lie as Musk Goes for Jugular

Deep State Radio

Play Episode Listen Later Dec 26, 2025 24:17


Original air date: July 29, 2025 President Trump just offered some ⁠bizarre new ramblings⁠ about the Jeffrey Epstein scandal. But he undermined himself: He claimed to know about elite Democrats and liberals who had visited Epstein. But that just raises the question that won't go away: If this is what the Epstein files would reveal, then why isn't Trump ordering their release? Every time Trump says such things, he wrecks his own Big Lie: That the Epstein scandal is a Democratic hoax that actually implicates Democrats even as he won't release the files. Meanwhile, Elon Musk ⁠just endorsed the idea⁠ that Trump might try to pardon Epstein accomplice Ghislaine Maxwell in exchange for exoneration. Musk knows Trump's machinations here are a major point of weakness. We talked to Jennifer Rubin, editor-in-chief of ⁠The Contrarian⁠, who has ⁠a good new piece laying out⁠ why Trump should be panicking over this scandal. We discuss the absurdity of Trump's biggest Epstein deceptions, why they're unsustainable for Trump, and why it all underscores the urgency of a Democratic victory in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Contrarians
Bonus! - The Exorcist III Commentary Track

The Contrarians

Play Episode Listen Later Dec 26, 2025 118:54


Merry Christmas! We continue paying our Livestream For The Cure debt by watching THE EXORCIST III and chatting all throughout it. It qualifies as a Christmas movie because It's a Wonderful Life plays a role in the story - and isn't that all that matters?- 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!

Deep State Radio
Best of the Daily Blast: Trump Accidentally Wrecks His Own Epstein Lie as Musk Goes for Jugular

Deep State Radio

Play Episode Listen Later Dec 26, 2025 24:17


Original air date: July 29, 2025 President Trump just offered some ⁠bizarre new ramblings⁠ about the Jeffrey Epstein scandal. But he undermined himself: He claimed to know about elite Democrats and liberals who had visited Epstein. But that just raises the question that won't go away: If this is what the Epstein files would reveal, then why isn't Trump ordering their release? Every time Trump says such things, he wrecks his own Big Lie: That the Epstein scandal is a Democratic hoax that actually implicates Democrats even as he won't release the files. Meanwhile, Elon Musk ⁠just endorsed the idea⁠ that Trump might try to pardon Epstein accomplice Ghislaine Maxwell in exchange for exoneration. Musk knows Trump's machinations here are a major point of weakness. We talked to Jennifer Rubin, editor-in-chief of ⁠The Contrarian⁠, who has ⁠a good new piece laying out⁠ why Trump should be panicking over this scandal. We discuss the absurdity of Trump's biggest Epstein deceptions, why they're unsustainable for Trump, and why it all underscores the urgency of a Democratic victory in 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Future of Water
Year-End Water Check: AI’s Thirst, Aging Infrastructure, and 2026 Contrarian Bets

The Future of Water

Play Episode Listen Later Dec 23, 2025 58:55


As 2025 wraps up, we're closing out the year with five big questions shaping the water sector—and a few bold predictions for what's ahead. In this episode, host Reese Tisdale is joined by Bluefield VP & Managing Director Keith Hays to tackle the trends and challenges defining water investment right now. 1. Data centers are growing 12.2% annually and driving the U.S. industrial water market. Is AI's thirst the crisis or the opportunity the water sector has been waiting for? 2. Housing construction in the U.S. dropped 15% since 2022, breaking the historic model of 'new homes = new pipes.' If growth isn't driving investment anymore, what is? 3. Europe's betting big on semiconductors, hydrogen, and EV batteries with its Water Resilience Strategy. Are they building infrastructure for industries that might not materialize—or positioning for the next industrial revolution while the U.S. fumbles? 4. Midstream water in oil and gas has gone from cyclical commodity play to structural necessity. Did the water sector accidentally become geopolitically important, or have they just not realized it yet? 5. Water bills have increased 24% in five years, and some cities are hitting EPA affordability thresholds. What breaks first—the infrastructure or the public's willingness to pay? Keith and Reese also place their contrarian bets for 2026 and tackle a speed round on what will define the next decade, where smart investment is headed, and who holds more power in 2035: those who own the infrastructure, or those who own the customer. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Water and Wastewater Pipe CAPEX Forecasts, 2025–2035

Kicked In The Teeth: An AC/DC Podcast

Martin and John discuss the box set "Bonfire" that featured live shows as well as rare outtakes. 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

So Wizard Podcast
EPISODE 593: FIVE NIGHTS AT FREDDY'S 2

So Wizard Podcast

Play Episode Listen Later Dec 20, 2025 76:49


This week Julio from The Contrarians joins us to review FNAF 2!  As always, head to sowizardpodcast.com for links to all our social media, YouTube and Patreon content! 

In A Vacuum (A Peter Overzet Pod)

JMToWin from One Week Season walks us through the Week 16 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, Youdacao from Run The Sims shares sneaky stacks for Week 15 tournaments and spots with input volatility.

Tech Path Podcast
Japan Rate Hike Fears Over?

Tech Path Podcast

Play Episode Listen Later Dec 19, 2025 19:32 Transcription Available


The Bank of Japan raised its short-term policy rate by 25 basis points to 0.75%, the highest in nearly 30 years. Despite the rate hike, the Japanese yen fell against the U.S. dollar, while bitcoin saw a slight increase in value.~This episode is sponsored by Mevolaxy & BTCC~Boost your crypto with Mevolaxy ➜ https://bit.ly/MevolaxyBTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:50 As expected02:00 End of the road for the Yen?02:30 More rate hikes coming through mid 202703:30 Recession levels05:00 Consumer Sentiment record low06:00 FOX trying to twist the numbers07:30 Fear and greed08:30 Bitcoin ETFs vs Wall Street09:45 Contrarian view point11:00 Institutional inflection point12:00 Maybe Santa rally still in play?14:10 Sponsor: Mevaloxy16:20 Bitcoin vs S&P 500 chart17:20 Tariffs in trouble17:50 Fed chair announcement soon18:30 Trump announces patriot games19:15 Outro#Crypto #Bitcoin #ethereum~Japan Rate Hike Fears Over?

Commercial Real Estate Podcast
Building Against the Cycle: A Contrarian CRE Case with Adrian Rocca, CEO at Fitzrovia

Commercial Real Estate Podcast

Play Episode Listen Later Dec 18, 2025 26:58


Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the biggest opportunity in Canadian real estate is hiding in plain sight? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome back Adrian Rocca, CEO at Fitzrovia,  for his fourth appearance on the show to... The post Building Against the Cycle: A Contrarian CRE Case with Adrian Rocca, CEO at Fitzrovia appeared first on Commercial Real Estate Podcast.

The Contrarians
256 - Pt. 1 - The Searchers (CC)

The Contrarians

Play Episode Listen Later Dec 17, 2025 56:53


It is SO America to have a problematic movie star as the ultimate icon of the quintessential American genre. And even worse: take John Wayne's reputation out of the equation, and John Ford's THE SEARCHERS can barely register as a serviceable Western. So it's not just that Ford's romanticizing of cowboy life is dated - it's also boring, and a little cheesy when it goes for full emotion. Listen to Alex & Julio as they try to figure out if The Duke made his own brother a cuckold!TIMELINE00:01:24 The Searchers00:15:02 Contrarians Corner- Wanna know how we really feel about THE SEARCHERS? 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!

The Contrarians
256 - Pt. 2 - The Searchers (RT)

The Contrarians

Play Episode Listen Later Dec 17, 2025 52:00


Yes, of course THE SEARCHERS is not the Unforgiven of the 50s - but was it even trying to be? Can we set aside the things our modern eyes flag as regressive and appreciate the movie on its own terms? Do you need to be a John Wayne superfan to truly enjoy this John Wayne vehicle? What will our favorite movies look like to podcasters of the future? Let's get it all out in this Real Talk segment!TIMELINE00:01:26 That'll be the day00:02:01 Real Talk00:47:01 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 travel across the ocean to present-day London, to tackle the grizzly drama 44 INCH CHEST! Until then, let us know what you thought of The Searchers: is it really the best of the best when it comes to John Wayne flicks? Is Spielberg really sitting down to watch this before he shoots a new movie? Should we do The Conqueror sooner rather than later? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Commercial Real Estate Podcast
Building Against the Cycle: A Contrarian CRE Case with Adrian Rocca, CEO at Fitzrovia

Commercial Real Estate Podcast

Play Episode Listen Later Dec 17, 2025 26:58


Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the biggest opportunity in Canadian real estate is hiding in plain sight? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome back Adrian Rocca, CEO at Fitzrovia,  for his fourth appearance on the show to... The post Building Against the Cycle: A Contrarian CRE Case with Adrian Rocca, CEO at Fitzrovia appeared first on Commercial Real Estate Podcast.

Talking Billions with Bogumil Baranowski
Ehsan Ehsani: How to Survive the AI Revolution in Investing - Investor & Columbia professor shares what separates winners from losers as AI transforms fundamental analysis

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Dec 15, 2025 67:48


Ehsan Ehsani is executive director at Crescendo Partners, adjunct assistant professor at Columbia Business School, and author of “How Not to Be Replaced by a Spreadsheet That Talks” who uniquely bridges quantitative analysis, and traditional fundamental investing while organizing Columbia's generative AI conference.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/3:00 - Born in western Iran at 14,000 feet, strict education emphasis pushed Ehsan toward chemical engineering before discovering his talents lay in management and innovation.5:30 - Winding path to NYC: Sweden and MIT master's degrees, European consulting, project-driven relocation to New York in late 2000s.7:30 - The Prometheus Warning: AI companies like Alphabet disrupted by their own creations. “Analysts benefit from using Gen AI tools in automating repetitive activities, but by embracing such technologies, they're working themselves out of a job.”12:00 - Sell-side blueprint: Top 10 banks had 200-300 analysts each; now 300 total combined. Buy-side headcount could drop to two-thirds or half within 20 years.18:00 - “Gen AI is transformative because it allows automation of not just repetitive tasks but core analytical functions”—fundamentally different disruption than Bloomberg or alt data.25:00 - Size advantage: Large firms will mine 15 years of institutional memory—emails, memos, channel checks—to identify patterns smaller funds can't access.35:00 - Contrarian take: Beyond “do more with less” hype, rapid bifurcation looms: “This separation of better and worse performance will happen much faster than with previous technologies.”45:00 - Next frontier: Voice/video training. CEO says “no” versus “no...”—transcripts miss hesitation that reveals truth.55:00 - “We humans tend to forget. It's a blessing in general, but for pieces of wisdom we read, they might not remain top of mind. AI can remind us.”60:00 - Success definition: “Tranquility and content where your values, interests, and priorities align with what you're doing. I didn't define it in economic form because that doesn't embody true success.”Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In A Vacuum (A Peter Overzet Pod)

JMToWin from One Week Season walks us through the Week 15 DFS slate from a GPP perspective, shares his top plays at each position, and then builds a DraftKings lineup using some of his favorite building blocks. In the second half, ShipMyMoney from Run The Sims shares sneaky stacks for Week 15 tournaments and spots with input volatility.

10-Minute Contrarian
Ep234: Index Funds? Really??

10-Minute Contrarian

Play Episode Listen Later Dec 13, 2025 30:58


There's a reason why only 1% of money managers can beat the S&P 500 every year.  And the reason is probably not what you expect.  Truth is, these things are valuable, and not only should we be grateful they exist, but we should be setting ourselves up to benefit from them for the next three decades of our existence.  But as always, with us Contrarians, there are ways to make them even more lucrative.  Lots more.   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.

Dr Roto Media Network
The Ultra Contrarian Show | NFL Week 15 DFS

Dr Roto Media Network

Play Episode Listen Later Dec 13, 2025 29:51


In this episode of Bring the Pain, I'm riding solo due but that doesn't mean we won't slay the slates. From game theory to DFS plays, I'll have the direction set for us to be contrarian and win some cash. With the UFC on later tonight, you'll want to get to Dr. Roto and join today, so you can be our rich friend. In the end, I'll reveal my Ultra Contrarian Lineups, as well as a simulated lineup from DFS Hero's optimizer. The office is open, so come get your prescription for all of your fantasy needs. Have a great day, everyone, and may the points be with you. 

The Hail Yes Podcast
Not Letting Negative People Drain Your Energy

The Hail Yes Podcast

Play Episode Listen Later Dec 10, 2025 32:53


Dealing with a contrarian can be exhausting, but you don't have to lose yourself in the process. You can stay confident and keep your authenticity no matter what they have to say. 01:34 Understanding Contrarians 05:52 The Impact of Contrarians on Life 10:41 Recognizing Contrarian Traits 14:30 Navigating Conversations with Contrarians 19:22 The Deep Technique for Self-Preservation 25:06 Removing Contrarians from Your Life 30:43 Reflections on Personal Growth and Future Outlook If you enjoyed this episode, leave a review and make sure you SUBSCRIBE! To request Hailey to be on your Podcast, Radio Show, or TV Show, reach out to talent@pionairepodcasting.com FOLLOW ME: IG: instagram.com/haileygamba TikTok:@haileygamba YouTube: youtube.com/@haileygamba

The Contrarians
FIRF #5 - Minari

The Contrarians

Play Episode Listen Later Dec 9, 2025 63:43


The fifth installment of Fresh Immigrants, Rotten Fascists introduces us to the Yi family - Korean immigrants chasing the American dream in Arkansas, led by patriarch Jacob (Steven Yeun). MINARI was a bit of an awards darling in the midst of COVID, and it even nabbed a Best Supporting Actress Oscar for Youn Yuh-jung for her role as the family's disruptive grandma. So get some kimchi to snack on, and listen to us discuss the trials and tribulations of farmers in the 80s!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!

Deep State Radio
The Daily Blast: Trump Press Sec Spin Implodes as Fresh Boat Bombing Horrors Rattle GOP

Deep State Radio

Play Episode Listen Later Dec 2, 2025 25:15


President Trump's illegal boat bombings just got even worse. We've now learned that after demolishing a boat allegedly carrying drug smugglers in September, two survivors were left behind, and they were both blown apart in a second strike. That's probably a war crime. On Monday, White House press secretary Karoline Leavitt struggled mightily to spin this as perfectly lawful. But all she revealed is how hard it is to defend all this when actual facts are known. Meanwhile, the latest turn in this saga is clearly rattling some Republicans, who feel forced to appear as if they want to exercise more oversight. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, about her good new piece on this latest fiasco. She explains why we should take GOP angst over the bombings seriously, why people inside the chain of command should fear they're on the hook for illegal acts, and what it will really take to impose accountability.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices