Episode
Kontrarian Korner #115 - Roberto Rios
- Podcast
- Kontrarian Korner
- Published
- May 29, 2026
- Duration seconds
- 3626
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Summary
Yesterday I had Roberto Rios (aka The Peruvian Bull) on the podcast to talk about everything going on with financial markets, commodities, and Japan. We started with the ongoing meltup in the S&P, Warsh’s appointment at the Fed, but we also covered the AI buildout and Japan’s financial market situation. You can Roberto on Twitter and YouTube , as well as his Substack below. Podcast Summary * The meltup in the S&P and the difficult situation that Warsh inherits at the Fed. * Supply chain disruptions and rising inflation. * Rewiring global trade flows in the Middle East. * Onshoring of manufacturing in the US and the ongoing reindustrialization of the country. * The situation in Japan’s financial markets and the different crosscurrents in the Japanese economy that will likely be felt by global investors. * How new military technologies and strategies contribute to asymmetric warfare. * The problems with AI and the data center buildout, and what AI is actually useful for. * Why every developed country is on the path towards more inflation. * Book Recommendation: The Storm Before The Storm by Mike Duncan. 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