Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Tuesday 3rd March 2026 AM Eastern Time
The following topics are covered:
The geopolitics at play at the moment given events since Friday 27th February 2026
Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market
Worldwide shipping channels and why this Middle East conflict is really about USA v China
Why the damage has already been done and even if the Strait of Hormuz returned to normal tomorrow, why the Oil markets would NOT revert to normal!
How this conflict impacts Russia and European markets
What has happened since Friday and what could happen moving forwards
Why Pakistan bombing Afghanistan might be to cut off transport routes through to China
And much more
Contact Information
You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.
You can listen to our previous from December 2025 below:
Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.
Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
