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Kontrarian Korner: Daily Summaries Delivered
by Ben Kelleran
Conversations on Investments, Finance, Macroeconomics, and Current Events
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- 2 days ago1h 11m
Kontrarian Korner #117 - Will Tanner
Yesterday Will Tanner of The American Tribune returned to the podcast to discuss Noblesse Oblige, which is a topic I have been thinking about a lot recently. We talked about the insanity of some of the different policies here in the US, the administration’s focus on foreign affairs over domestic issues, and how to fix some of the most important problems facing the country. Will’s a must follow for anyone interested in history, and it was a great conversation on questions that need to be answered. You can find Will on Twitter, as well as on The American Tribune Substack.Podcast Summary* How the early tobacco economy in Virginia is one example of Noblesse Oblige in America.* The various policies that are breaking down in America.* What the difference in TFR between liberals and conservatives means for the future of the US.* Why support for democracy is declining among younger generations.* The impact of immigration, and why he’s hoping the administration can accelerate things on that front. * Why he has been reading about the booms and busts of the railroad industry and the comparisons to data centers.* The idiotic policy the country has on managing resources like water, and how subsidies and economic incentives create distortions in the agricultural economy.* The advancements in AI and what it can actually be useful for. * The media slop environment and its secondary effects.* How to fix the legal system with one simple step. * Why the biggest problem the system faces is the question of legitimacy. * Book Recommendation: Cadillac Desert by Mark Reisner. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 3 days ago1h 2m
Kontrarian Korner #116 - Aaron Clarey
Yesterday I had Aaron Clarey on the podcast for the first time. He has a very interesting background in finance and has written several books that are definitely worth a read. We talked about how the gender divide between men and women impacts the economy, the various parasitic influences in the economy and financial markets, and some potential solutions on how he would fix it. For anyone that wants an unfiltered look at the state of society and the economy, you will enjoy this one. You can find Aaron on YouTube and you can find his books on Amazon. Podcast Summary* His background in banking as an analyst and economist and his development of A*****e Consulting.* How relations between men and women impact the economy, and why the mainstream financial institutions and media can’t address the underlying problems there.* The political correctness that creates an inability to address the problems directly.* College as an American birthright and why it’s not worth it for most Americans today.* HR as a source for problems in the economy.* Private equity’s role in the asset stripping of different industries and the enshittification of customer service.* Why there would need to be a complete collapse to get rid of the different parasitic influences on the economy.* The solutions that will be required to fix relations between men and women as well as fixing the economy.* How colleges and institutions create artificial barriers on certain professions.* His view on markets, inflation, and why having skills is the best way to be insulated from continued inflation. * The Way of Monkey by Turd Flinging Monkey.Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 4 days ago51 min
The CIA Files - Part 5
Today I had Colonel Towner-Watkins back on the podcast for part 5 of our CIA Files series. We followed up last week’s episode on Italy with a deep dive on Operation Gladio and how it is the ancestor of the intelligence programs you see in today’s society. The history of these operations and their purpose is important to understand if you want to understand what is going on today. You can find Colonel Towner-Watkins on Twitter and Rumble.“It’s an orchestrated terror campaign to manipulate the people in your country.”Podcast Summary* The stay behind units across Europe and the early history of the A-Team.* The secret agreement to have a stay behind network in all countries that joined NATO. * The ties between Gladio, Italian political officials, and the Vatican. * How Gladio is the paramilitary operation under the umbrella of the CIA, and how these operations aren’t just isolated to a specific country.* The Bologna train bombing in 1980 as the most deadly example of Gladio’s handiwork. * What happened when Gladio was revealed in Italy and how long it took to deal with it. * Why operations like Gladio are an orchestrated terror campaign to manipulate the people of a country. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 1 weeks ago1h 0m
Kontrarian Korner #115 - Roberto Rios
Yesterday I had Roberto Rios (aka The Peruvian Bull) on the podcast to talk about everything going on with financial markets, commodities, and Japan. We started with the ongoing meltup in the S&P, Warsh’s appointment at the Fed, but we also covered the AI buildout and Japan’s financial market situation. You can Roberto on Twitter and YouTube, as well as his Substack below.Podcast Summary* The meltup in the S&P and the difficult situation that Warsh inherits at the Fed.* Supply chain disruptions and rising inflation.* Rewiring global trade flows in the Middle East. * Onshoring of manufacturing in the US and the ongoing reindustrialization of the country. * The situation in Japan’s financial markets and the different crosscurrents in the Japanese economy that will likely be felt by global investors.* How new military technologies and strategies contribute to asymmetric warfare.* The problems with AI and the data center buildout, and what AI is actually useful for. * Why every developed country is on the path towards more inflation. * Book Recommendation: The Storm Before The Storm by Mike Duncan. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 1 weeks ago1h 40m
Kontrarian Korner #114 - E.M. Burlingame & Veles
Yesterday I had E.M. Burlingame and Veles from Rogue News back on the podcast for our first three way conversation, and hopefully the first of many. We talked about a bunch of topics, but we spent most of our time on the complex layers of the AI and data center boom, and how that ties into the complex layers of the elites. You can find E.M.’s Substack below, but he’s also worth a follow on Twitter. You can find Veles on Rogue News when he makes his appearances over there. Podcast Summary* How the data center buildout is a resource grab for land and water rights. * The parallels this current investment cycle has to the dotcom bubble and other CAPEX booms of the past. * The CIA and intelligence ties to large tech companies including Google and Meta.* How the AI and data center buildout is masking underlying economic issues. * How the data center push might be a disguise to improve America’s crumbling infrastructure. * The hyperfinancialization of the economy and markets, and why private equity should be outlawed. * The possibility of muddling through without crashing the economic and financial system.* How immigration has distorted the system, and the number of people that need to be removed from the country. * Why noblesse oblige is missing from our elite class, and how the US was setup as a self-ruling feudal system. * The different layers of the elite class, and why they are fighting today. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 1 weeks ago56 min
Kontrarian Korner #113 - Kevin Dolan
Yesterday I had Kevin Dolan on the podcast for the first time. He is the founder of the EXIT Group (which he founded after getting doxxed), and has built an impressive network of guys across the United States. We talked about different problems facing the US, the side effects of the Civil Rights Act, the impacts of AI and the changing online environment, and the gender divide between men and women. You can find Kevin at EXIT Group, as well as on Twitter and on the EXIT Substack. Podcast Summary* How EXIT Group got started, and what they are focused on now. * The impacts of the Civil Rights Act and how it has transformed cities and suburbs and created malinvestment. * How Bukele in El Salvador provides an example of how some of these problems can be solved.* Why Trump is not the Caesar figure that some have been looking for.* The divide between men and women, what it means for society, and some ideas on how to fix it.* AI, offshoring, and the disappearance of adult day care jobs. * How the regulatory environment has strangled growth of the atoms economy and incentivized growth in the bits economy. * How common private property has become illegal in America and the incentives that led to this outcome. * The enshittification of the internet and social media. * Book Recommendation: Out Of The Mountains by David Kilcullen. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 1 weeks ago1h 53m
Kontrarian Korner #112 - Dale Comstock
Yesterday I had Dale Comstock on the podcast for the first time. He has a very interesting background and has Special Forces experience operating all over the world. We talked about why he’s pessimistic on the future of the US, problems in the health, food, and education systems, and the changes that need to happen in the relations between men and women. This was a fun conversation with plenty of twists and turns, and I’m already excited to have him on the podcast again in the future. You can find Dale on his website. Podcast Summary* The state of the US, the graft going on inside the system, and his frustration about the direction we are headed. * How the influence of the elites over the health system and the education system has shaped things for over a century and led to where we are today. * The problems with the food system, seed oils, and why listeners should consider the carnivore diet. * The digital panopticon and why the elites are pushing for total control. * The relationship between men and women, why the 19th Amendment should be repealed, and the changes that have to happen to return to normal.* Why he’s pessimistic on the future, including the potential for human extinction. * Book Recommendations: American Badass & Running The Razor’s Edge by Dale Comstock. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
- 1 weeks ago57 min
The OSS/CIA Files - Part 4
Yesterday I had Colonel Towner-Watkins back on the podcast for part 4 of our series. We got into Italy and how the CIA spent a fortune influencing the elections in 1948. This episode with set the table for getting into Operation Gladio, and you will see that the CIA playbook hasn’t changed much. We also tied things in a bit with what has been going on today with election interference, CIA operations on US soil, and other topics. You can find Colonel Towner-Watkins on Twitter and Rumble.Podcast Summary* The push from the CIA to get the Fabian socialists elected in Italy (aka Christian Democrats). * How they spent $50M (in 1948 dollars) to get the Christian Democrats elected in 1948.* The news outlets involvement in shaping the narrative here in the US, and the messaging about Soviet influence even though they had no presence there after WWII.* The various methods the CIA used to influence the election.* How they set up the Italian American Committee for Free Elections.* The differences between parapolitical warfare, paraeconomic warfare, and paramilitary warfare. * Using tax dollars as corporate welfare for large projects outside of the US. * The consistency of the CIA playbook over time, and the tendency towards becoming a cog in the machine in large bureaucracies. Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
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