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Kontrarian Korner

Ben Kelleran

Investments, Finance & Macro

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PricingFreemiumPublishesDaily
Issues468Founded3 years agoLast Issue6 days ago
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Latest Issues

Kontrarian Korner #127 - Melody Wright

Yesterday I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their i...

6 days ago
1

Kontrarian Korner #126 - Ron Dodson

Yesterday I had back on the podcast to talk about everything that has happened since our last discussion. We talked about the recent wave of Supreme Court rulings, recent events in the Middle East, and US relations with Russia and China, a...

7 days ago
2

The CIA Files - Part 9

Yesterday I had Colonel Towner-Watkins on for part 9 of the CIA Files. We talked about Albania, Poland, and the rest of Eastern Europe, and how the seeds of the Cold War were planted by the CIA. We also talked a little bit about how the Col...

9 days ago
5

Kontrarian Korner #125 - Jesse Felder

Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity an...

13 days ago
3

The CIA Files - Part 8

Yesterday I had Colonel Towner-Watkins for part 8 of the CIA Files. This week we were talking about the Korean War, and why the unit we got in high school history class was so short. We covered the transition from a Japanese colony before W...

14 days ago
4
1

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  • Ben Kelleran

    Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.

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