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Kontrarian Korner

Ben Kelleran

Investments, Finance & Macro

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Substack
PricingFreemiumPublishesDaily
Issues457Founded3 years agoLast Issue7 days ago
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Latest Issues

Kontrarian Korner #120 - Scott Osheroff

Yesterday I had Scott Osheroff back on the podcast to talk about what’s going on in financial markets and where he sees opportunities. We covered the complacency in financial markets and the complicated macro setup with the Strait of Hormuz...

7 days ago
3

Kontrarian Korner #119 - Dave Collum & John Polomny

Yesterday I had Dave Collum and on the podcast for a great three way conversation about financial markets, the economy, and the future of the US. If you want to hear us rant about the SpaceX bagholders that will be created, or the asset st...

8 days ago
6
5

Kontrarian Korner #118 - Dan Herrin

Yesterday I had Dan Herrin back on the podcast to talk about the insanity going on in financial markets and the insanity going on here in the US. He explained why he is bullish on energy and the pattern recognition on broader markets and th...

9 days ago
1

The CIA Files - Part 6

Yesterday I had the Colonel back on for part 6 of our CIA Files series. This week we talked about Greece, and the British and American intelligence operations there in the wake of WWII. The primary motivation was to get Greece into NATO, bu...

10 days ago
6

Quick Thoughts & Portfolio News

Ranting On The AI Center Of Gravity In Markets & Quick News Updates On Several Holdings

I recorded a short video yesterday with a couple things that are on my mind as far as markets and stuff in the portfolio. I could rant for a lot longer...

11 days ago
2
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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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