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📌 Executive Summary (with Time Stamps)
Interview Title:
CapitalCosm with Chris Macintosh & Brad McFadden — Cycles, Commodities & Investing in Uncertainty
Date: June 30, 2025
Host: Danny (CapitalCosm)
Guests: Chris Macintosh & Brad McFadden (Capitalist Exploits)
🔑 Key Themes & Insights
00:00 – 00:52 — Opening & Context
Danny introduces Chris & Brad, credits their newsletter for inspiring him to invest in commodities and resource stocks.
00:52 – 03:00 — Ignore the Noise: Investing Beyond Geopolitical Chaos
Chris argues that while geopolitical conflicts (Middle East, tariffs, Fed policy) are significant, they’re mostly noise within predictable historical cycles. The real story is positioning for inevitable outcomes rooted in debt, inflation, and war cycles.
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