J
John Polomny
3
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012
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Aug 13, 2026
John Polomny Says Copper Could Hit $12 as the AI Bubble Bursts
6:58
7:22
7:28
7:35
18:40

Steve BartonHOST
Uh, uh, what would, um, undo your thesis of the Western hegemon breaking down? What, what, what would you have to see for you to rethink that?

John PolomnyGUEST
Theater continues throughout human history because the same thing happened to all empires.

John PolomnyGUEST
They basically go into decline because of military overreach and because of they spend too much money and go into debt.

John PolomnyGUEST
I mean, there's secondary things involved, um, which we don't have time to get into, but that's the primary, uh, thing.
11 MINS LATER

Steve BartonHOST
Do you see the US scaling down or just keeping at it and let whatever happens happen?"
John Polomny Says Copper Could Hit $12 as the AI Bubble Bursts
2:53
3:09
S
2:35Steve BartonHOST
So basically countries have been drawing down on their piggy banks of oil and that's what has allowed to make up for that, that loss.

John PolomnyGUEST
I mean, this is pretty standard, acknowledgement that the Chinese restricted their imports significantly and were drawing down their stocks.

John PolomnyGUEST
This is why the Trump administration is desperate for a deal, obviously, three months out from a congressional election.
S
6:58Steve BartonHOST
What would undo your thesis of the Western hegemon breaking down? What would you have to see for you to rethink that?
Kontrarian Korner #119 - Dave Collum & John Polomny
50:57
51:32
82:39

John PolomnyGUEST
I think another thing to think about is, look at the Iranian leadership that's there now I mean this is the biggest own goal you know foreign policy probably since you know Vietnam debacle and things like that I think the country will survive it the Trump administration won't survive it but you know you have how historians will have to write you know how this happened we heard different things but You know, you had the right guy at the right time.

John PolomnyGUEST
You had the perfect foil in Donald Trump with his ego and the donors and, you know, Big Dick Johnson swinging his big dick all the time.
31 MINS LATER

Ben KelleranHOST
So, um, yeah i don't know what do you think uh about fixing the system through the system john you think it's something that can be done or you think it's uh this is kind of the last shot at it otherwise we uh get something that's uh more historical as a potential solution