Latest / The Contrarian Capitalist Podcast
Ben Kelleran - The Commodity Shock Era: Helium, Fertilizer, Oil & Gas and the Global Supply Chain Breakdown
Today’s podcast guest is Ben Kelleran, who covers Markets, Geopolitics & Current Events on the Kontrarian Korner Substack. Ben is also a recovering CPA.
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NB - Recorded on Tuesday 19th May 2026 early PM Eastern Time.
Ben (Kontrarian Korner) deep dives into:
* U.S./China/Oil Relations and what they mean for the rest of the world
* Oil and Gas supply chains in California and the United States. Is California’s energy demise intentional?
* Why the next few months could be critical for the Southwest and West of the…
The skinny
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