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Kontrarian Korner

Ben Kelleran
Investing
Coal
Natural Gas
Financial Markets
AMR
Gold
Ukraine
Peabody
Macroeconomics
Donald Trump
Energy Sector
Middle East
Russia
Substack
Geopolitics
Commodities
Transocean
Offshore Oil Services
Coal Sector
Oil and Gas

Conversations on Investments, Finance, Macroeconomics, and Current Events www.kontrariankorner.com www.kontrariankorner.com

PublishesTwice weeklyEpisodes120Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Kontrarian Korner

Latest Episodes

Yesterday I had Veles back on the podcast for the first time since last March, and it was one of the rare episodes that I listened to the whole thing while editing it last night. We obviously talked about recent events in the Middle East, but he made... more

On Friday I had Dave Collum back on the podcast to rant about the state of the world and everything that has been going on lately. It’s been too long since I had him on the podcast and it was fun to chat with him about the situation in the Middle Eas... more

Yesterday I had Moritz Bierling on the podcast for the first time. We talked about the competing elite factions, how the conflict between the US and the British Empire has evolved, and where the world will go from here. He also got into the importanc... more

Yesterday I had Craig Tindale on the podcast for the first time. For anyone interested in commodity and physical supply chains, it’s a must listen. We dove into the recent events in Iran and their impact on supply chains (not just for energy), and ho... more

Key Facts

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Recent Guests

Moritz Bierling
33-year-old German from Hamburg; Vice President of the Natural Law Institute; involved with Ransible and Capable Few podcast
Natural Law Institute; Ransible; Capable Few
Episode: Kontrarian Korner #88 - Moritz Bierling
Craig Tindale
Commodities and metals expert, discusses supply chains and macro factors affecting markets
Episode: Kontrarian Korner #87 - Craig Tindale
Jordan Webster
Guest, copper explorer and analyst providing project details and market context
Andina Copper / related entities mentioned in discussion
Episode: Andina Copper Deep Dive w/ Jordan Webster
Jason Perz
Guest expert on commodities and macro trends
AAO Research; All Star Charts
Episode: Kontrarian Korner #86 - Jason Perz
Giacomo Prandelli
Commodity trader based in Switzerland specializing in metals and energy fuels.
Episode: Kontrarian Korner #85 - Giacomo Prandelli
Mark Mitchell
Pollster at Rasmussen Reports, known for his insights on the generational divide in political opinions.
Rasmussen Reports
Episode: Kontrarian Korner #84 - Mark Mitchell
Albert Collette
Engineer with over 30 years of experience in international finance, previously at JP Morgan, and involved in natural resources.
Episode: Kontrarian Korner - A Deep Dive On First Tin
Vince Lanci
A return guest and expert in precious metals and commodities
Episode: Kontrarian Korner #82 - Vince Lanci
Purple Drink
Market analyst and commentator
Episode: Kontrarian Korner #81 - Purple Drink Capital

Host

Ben Kellerman
Host of Kontrarian Korner; leads long-form discussions on investments, macro trends, and geopolitical factors shaping markets.

Reviews

4.2 out of 5 stars from 33 ratings
  • Superb

    So enlighting and thought provoking

    Apple Podcasts
    5
    DukaJ1
    United States8 months ago
  • Killer content by the Kontrarian Korner Kid

    This man knows how to podcast. Always on point, he knows how to dig in deep to the good stuff. Hurry up and listen now before it’s too late!

    Apple Podcasts
    5
    narrow_urethra_survivor
    United Statesa year ago
  • Nice podcast and interesting guest

    Great mix of guest with interesting takes! Keep up the great job!

    Apple Podcasts
    5
    Flyer6089
    United Statesa year ago
  • Love the podcast so far. #6 with Dave Collum was great.

    Podcast Addict
    5
    Bobo
    2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Practical investment insights with engaging perspectives.
Thoughtful, deep dive into power dynamics and markets.
Strong guest mix; digs into the good stuff.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#92
Ireland/Business/Investing
Apple Podcasts
#198
Ukraine/Business/Investing
Apple Podcasts
#234
Singapore/Business/Investing
Apple Podcasts
#236
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Kontrarian Korner #87 - Craig Tindale
Q: Do you think the US and allied nations can re-shore or regionalize production to reduce vulnerability?
There's an expectation that there will be innovation and a push to reduce bureaucracy and increase domestic capabilities, but the timeline is lengthy. The host and guest suggest a phased approach combining policy adjustments, investment in refining and smelting, and leveraging AI and new tech to optimize supply chains.
Kontrarian Korner #87 - Craig Tindale
Q: What's top of mind right now for commodity supply chains given recent events?
The top concerns are the Hormuz chokepoint, broad global trade dependencies, and how downstream refining depends on critical inputs like sulfuric acid and copper. The discussion highlights how disruptions can ripple through plastics, electronics, and energy infrastructure.
Kontrarian Korner #86 - Jason Perz
Q: How do you approach trading copper versus gold in this cycle?
Copper is a key beneficiary of a weak dollar and infrastructure-led growth; copper warrants attention for a cyclical move driven by supply constraints, while gold acts as a monetary hedge and often leads differently, so balance positions and manage risk carefully across base/metals.
Kontrarian Korner #86 - Jason Perz
Q: What's your view on where oil prices are headed in the next few years?
Oil is in an uptrend with catalysts from macro liquidity, geopolitical events, and supply/demand imbalances; while targets aren't fixed, the macro setup suggests higher prices ahead, potentially into new highs if liquidity remains strong and energy demand grows.
Transocean Acquires Valaris
Q: What does the balance sheet look like after the merger does go through?
The company expects to be net leverage of one and a half times 24 months after the deal closes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Kontrarian Korner

What is Kontrarian Korner about and what kind of topics does it cover?

A financially focused show that centers on investments, macroeconomics, commodities, and current events, with recurring deep dives into markets, geopolitical risk, and policy impacts on asset prices. Episodes frequently feature expert guests from mining, metals, and macro research, exploring trading strategies, supply chains, and the interplay between politics and markets. Noteworthy is the mix of long-form interviews, practical investment insights, and provocative takes on power dynamics and policy that can inform both individual investors and institutional audiences. The host tends to steer conversations toward actionable ideas, risk management, and the evolving macro backdrop shaping asset classes like precious metals, energy, and base m... more

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Which podcasts are similar to Kontrarian Korner?

These podcasts share a similar audience with Kontrarian Korner:

1. Coffee and a Mike
2. Gold Goats 'n Guns Podcast
3. Commodity Culture
4. The Contrarian Capitalist Podcast
5. Palisades Gold Radio

How many episodes of Kontrarian Korner are there?

Kontrarian Korner launched 2 years ago and published 120 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Kontrarian Korner?

Recent guests on Kontrarian Korner include:

1. Moritz Bierling
2. Craig Tindale
3. Jordan Webster
4. Jason Perz
5. Giacomo Prandelli
6. Mark Mitchell
7. Albert Collette
8. Vince Lanci

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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