{"podcast":{"title":"Kontrarian Korner","slug":"kontrarian-korner-6889783","podcast_index_feed_id":6889783,"rss_url":"https://api.substack.com/feed/podcast/1525568.rss","website_url":"https://www.kontrariankorner.com/podcast","image_url":"https://substackcdn.com/feed/podcast/1525568/214d72b59ec098df0b895c0b74ea257a.jpg","author":"Ben Kelleran","episode_count":178,"summary":"Investments, Finance & Macro","last_synced_at":"2026-07-26T10:21:27.530717+00:00","page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783"},"episode":{"title":"Kontrarian Korner #115 - Roberto Rios","slug":"kontrarian-korner-115-roberto-rios","published_at":"2026-05-29T11:00:00+00:00","page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783/kontrarian-korner-115-roberto-rios","show_page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783","url":"https://www.kontrariankorner.com/p/kontrarian-korner-115-roberto-rios","audio_url":"https://api.substack.com/feed/podcast/199664056/a0fa62ac28524a6924299c93e1359701.mp3","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","meta_description":"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 s…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3626,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/kontrarian-korner-6889783/episodes/kontrarian-korner-115-roberto-rios/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/kontrarian-korner-6889783/kontrarian-korner-115-roberto-rios.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}