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Kontrarian Korner

Ben Kelleran
Oil
Gold
Natural Gas
Sable
Geopolitics
Investing
United States
Financial Markets
China
Commodities
Inflation
Precious Metals
OPEC
Silver
Sable Offshore
Oil Market
Middle East
Iran
Federal Reserve
Coal

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

PublishesDailyEpisodes194Founded2 years ago
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Latest Episodes

Yesterday I had the Colonel back on the podcast for Part 17 of the CIA Files. This week we were focused on the operations in Guyana and Brazil. The Colonel covered the different mechanisms that were used (and are still in use) to influence the politi... more

Yesterday I had Craig Tindale back on the podcast for a great conversation. We covered supply chains such as naphtha and fertilizers, and why it will take some time to feed into the system. He also laid out why companies across the world shifted to j... more

Yesterday I had the Colonel back on the podcast for Part 16 of the CIA Files. We followed up on our episode last week on Vietnam with a conversation on Cambodia and Laos. The main focus was the brutality of Pol Pot and the killing fields in Cambodia,... more

On Friday, I had Peter R. Quiñones back on the podcast, and we got rolling on the topic of Boomer Luxury Communism. It has been one of the silent drivers of American decline, and it’s one of the most important issues that has to be addressed. We also... more

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Recent Guests

Jeremy Heffner
Trauma surgeon, biotech/AI researcher, author of a forthcoming book
Independent/Author
Episode: Kontrarian Korner #142 - Jeremy Heffner
Tim Duggan
Oil market analyst and author of The Oil Report
The Oil Report
Episode: Kontrarian Korner #141 - Tim Duggan
Farhad Abasov
CEO of Millennial Potash
Millennial Potash
Episode: Kontrarian Korner - Farhad Abasov, Chairman of Millennial Potash
Jay Burden
Guest discussing Burrito Gate and affordability crisis
J. Burden Show
Episode: Kontrarian Korner #139 - J. Burden
Doug Casey
Author and libertarian thinker; investor and commentator
Doug Casey's Take / internationalman.com
Episode: Kontrarian Korner #137 - Doug Casey
C.J. Nord
Supply chains expert, first-time guest
Supply Chains for Good
Episode: Kontrarian Korner #135 - Mike Ariza & C.J. Nord
Dexter K. White
Guest, market analyst
Independent/Gold Goats n Guns
Episode: Kontrarian Korner #131 - Tom Luongo & Dexter White
Vincent Daniel
First-time guest, investing professional
Kontrarian Korner
Episode: Kontrarian Korner #129 - Porter Collins & Vincent Daniel
Porter Collins
First-time guest, investing professional
Kontrarian Korner
Episode: Kontrarian Korner #129 - Porter Collins & Vincent Daniel

Host

Ben Kellerman
Host of Kontrarian Korner; long-running host with focus on macroeconomics, energy, and infrastructure.

Reviews

4.1 out of 5 stars from 45 ratings
  • The show has kinda lost the plot

    I used to listen to Ben because I enjoyed and learned from his show about investing. But over the last year ish the show has turned into him talking about how society is against white guys and it needs to change. ( I’m a white dude myself lol ). When he talks about investing I’m all for it but a lot of his shows now are not that. I’m not saying his opinion is wrong but it’s the same thing over again.

    Apple Podcasts
    3
    tpayne7306
    Canadaa month ago
  • Superb

    So enlighting and thought provoking

    Apple Podcasts
    5
    DukaJ1
    United Statesa year 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 States2 years 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.

Episodes mix economics, energy, and geopolitics with provocative takes.
The host digs into roots of macro and policy issues with conviction.
Guests consistently bring expert perspectives and sharp analysis.
Varied guests keep the conversation fresh and challenging.

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Talking Points

Recent interactions between the hosts and their guests.

Kontrarian Korner - Farhad Abasov, Chairman of Millennial Potash
Q: How is the project financing being structured and what is the dilution outlook for shareholders?
The project is expected to be funded with a mix of debt (potentially 60-65%), royalties, and some equity, with cornerstone backing from institutions like DFC and private investors; the management emphasizes minimal equity dilution in the near term while maintaining flexibility to scale.
Kontrarian Korner - Farhad Abasov, Chairman of Millennial Potash
Q: What does the timeline look like from here to first production?
After completing fast-tracked feasibility and environmental studies, the plan is to secure financing and permits, build critical infrastructure (port, power, water), and move into detailed engineering, aiming for construction by end of 2027 and first production shortly thereafter.
Kontrarian Korner - Farhad Abasov, Chairman of Millennial Potash
Q: What makes Gabon an attractive jurisdiction for this large potash project?
The country offers a stable operating environment, supportive government collaboration, and a favorable coastal location that allows efficient access to major markets; these factors help mitigate jurisdictional risk and support a large-scale, export-oriented operation.
Kontrarian Korner #136 - Dark Enlightenment
Q: Do you think the next five to ten years will reshape the current political and social order?
Yes, the guest suggests significant shifts driven by elite planning, demographic changes, and economic pressures, with regional shifts and a hardening of identity politics likely accelerating as central power weakens.
Kontrarian Korner #133 - Maxim Smith
Q: What's the best place to find information about The Preparation or contact Maxim?
The Preparation website and substack pages, including forum.thepreparation.com and maximsmith.com, are the primary contact points.

Audience Metrics

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Frequently Asked Questions About Kontrarian Korner

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

A show that blends macroeconomics, geopolitics, finance, and infrastructure, with episodes often featuring seasoned guests who discuss energy policy, capital flows, and global markets through a contrarian lens. Highlights include deep dives into data centers, AI hype versus real costs, oil and refinery dynamics, covert history and intelligence topics, and how policy, regulation, and governance shape long-term asset allocation and national security. The tone tends toward critical, often skeptical analysis and calls for reform or local, real-world action, making it appealing to listeners who want rigorous, sometimes unapologetic takes on current events and investment implications.

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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. Doug Casey's Take
5. Peak Prosperity

How many episodes of Kontrarian Korner are there?

Kontrarian Korner launched 2 years ago and published 194 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. Jeremy Heffner
2. Tim Duggan
3. Farhad Abasov
4. Jay Burden
5. Doug Casey
6. C.J. Nord
7. Dexter K. White
8. Vincent Daniel

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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