Latest / The Contrarian Capitalist Podcast
Mid-Week Macro 12/08/2026 - Metals Romp and Rate-Hike Odds Fall
This Wednesday 12th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.
Norsemont Mining (OTC: NRRSF, CSE: NOM) is a Canadian resource development company focused on advancing and developing the past-producing Choquelimpie gold/silver/copper project in Northern Chile.
Mid-week Polymarket market
As mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.
The Rule Symposium 2026 might have been and gone but you can still get access to all of the recordings, up until 31st December 2026…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.