Kontrarian Korner #4 - John Polomny

I had John Polomny on the podcast recently, and we had a wide ranging discussion on what he’s paying attention to today. He writes the Actionable Intelligence Alert, a Substack you guys should check out. You can also find the video on YouTube, or on the main podcast platforms. We talked about investments and current events, among other things:* John’s experience and background in the power industry* The shift from peak ESG to a more pragmatic approach to energy policy* His natural gas outlook, and why it’s in his too hard pile* The supply and demand picture for oil, and his thoughts on the Permian Basin* His thoughts on precious metals* Other under the radar opportunities around the world* His opinion the decline of the West and the current geopolitical landscape* His book recommendation: The Black Book Of Communism (several authors)Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe