Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Manage episode 471400289 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Interview recorded - 14th of March, 2025
On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following.
During our conversation we spoke about the geopolitical overview, why the world order is shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy!
0:00 - Introduction
1:39 - Geopolitical overview
3:47 - Why is world order shift being ignored?
5:44 - When did shift begin?
9:17 - US different to the rest of the West
13:26 - Corporate colonialism
17:07 - Restructuring of the economy
18:47 - Can the West rise again?
24:07 - Uniparty
27:57 - How does this impact markets?
34:42 - One message to takeaway from conversation?
Alex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics.
From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela’s 16 largest banks failed and brought the country’s economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia’s war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000.
Alex had originated the firm’s research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson’s Altana Wealth to manage the firm’s inflation hedging strategy. In 2019 Alex created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance.
In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk’s list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer’s Trend Following Bible.”
Alex Krainer -
X - https://x.com/NakedHedgie
I-System - https://isystem-tf.com/
Substack - https://alexkrainer.substack.com/
Trend Compass - https://isystem-tf.com/trendcompass/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
336 episodes
ShareManage episode 471400289 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Interview recorded - 14th of March, 2025
On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following.
During our conversation we spoke about the geopolitical overview, why the world order is shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy!
0:00 - Introduction
1:39 - Geopolitical overview
3:47 - Why is world order shift being ignored?
5:44 - When did shift begin?
9:17 - US different to the rest of the West
13:26 - Corporate colonialism
17:07 - Restructuring of the economy
18:47 - Can the West rise again?
24:07 - Uniparty
27:57 - How does this impact markets?
34:42 - One message to takeaway from conversation?
Alex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics.
From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela’s 16 largest banks failed and brought the country’s economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia’s war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000.
Alex had originated the firm’s research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson’s Altana Wealth to manage the firm’s inflation hedging strategy. In 2019 Alex created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance.
In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk’s list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer’s Trend Following Bible.”
Alex Krainer -
X - https://x.com/NakedHedgie
I-System - https://isystem-tf.com/
Substack - https://alexkrainer.substack.com/
Trend Compass - https://isystem-tf.com/trendcompass/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
336 episodes
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WTFinance
1 Credit Crunch Catalyst for Market Collapse with Michael Pento 32:12
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Play Later Play Later Lists Like LikedInterview recorded - 22nd of May, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies.During our conversation we spoke about Michael's thoughts on the economy, tariff negotiations, inflation, Doge, bond market issues, growth of debt issues, what would turn Michael bullish and more. I hope you enjoy!0:00 - Introduction1:15 - Overview of the economy4:20 - Tariff negotiations6:41 - Inflation9:25 - Doge shift10:36 - Bond market issues15:41 - Volatility trading19:49 - Grow out of debt issue24:45 - Rotating in commodities/agriculture?26:16 - What would turn bullish?30:01 - One message to takeaway?Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to invest across an inflation/deflation and economic cycle spectrum. The 20-component model is used to determine the two most important factors when it comes to successful investing: the second derivatives of growth and inflation.Michael Pento - Website - https://pentoport.com/Twitter - https://twitter.com/michaelpento?lang=enLinkedIn - https://www.linkedin.com/in/michael-pento-a1882917b/WTFinance Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.theglobeandmail.com/investing/article-next-up-for-markets-a-crisis-of-confidence-in-the-us-dollar/…
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WTFinance
1 The New Geopolitical System Will Change Everything with Michael Every 31:31
31:31 Play Later Play Later Lists Like Liked31:31
Play Later Play Later Lists Like LikedInterview recorded - 12th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. During our conversation we spoke about the shifting geopolitical tides, what Trump negotiations mean, mass imports, issues with free trade, who will lose and more. I hope you enjoy!0:00 - Introduction1:10 - What are we seeing in the world?4:34 - Trump negotiation?6:12 - Mass imports8:05 - Geopolitical shifts11:24 - BRICS12:44 - Republican shift15:14 - Issues with free trade?21:06 - Who wins?22:34 - US worse off than China?24:42 - Shift away from China25:44 - Impact on markets?28:34 - European issues30:34 - One message to takeaway? Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank’s various economic research publications for internal and external customers and to the media.Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai. Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-every LinkedIn - https://sg.linkedin.com/in/michael-every-38983214 WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Central Banks Driving the World into Crisis with G Edward Griffin 39:36
39:36 Play Later Play Later Lists Like Liked39:36
Play Later Play Later Lists Like LikedInterview recorded - 23rd of April, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on G.Edward Griffin. G.Edward is the author of the “Creature from Jekyll Island”. During our conversation we spoke about the creation of the FED, the goals of the Federal Reserve, concentration of wealth, their true purpose and more. I hope you enjoy! 0:00 - Introduction 1:48 - Creature from Jekyll Island 16:50 - Goals of Federal Reserve 20:37 - Concentration of wealth 22:55 - Inevitable issue? 30:07 - One message to takeaway? G.Edward Griffin is a writer, documentary film producer, and Founder of Freedom Force International. Listed in Who’s Who in America, he is well known because of his talent for researching difficult topics and presenting them in clear terms that all can understand. He has dealt with such diverse subjects as archaeology and ancient Earth history, the Federal Reserve System and international banking, terrorism, internal subversion, the history of taxation, U.S. foreign policy, the science and politics of cancer therapy, the Supreme Court, and the United Nations. His better-known works include The Creature from Jekyll Island, World without Cancer, The Discovery of Noah’s Ark, Moles in High Places, The Open Gates of Troy, No Place to Hide, The Capitalist Conspiracy, More Deadly than War, The Grand Design, The Great Prison Break, and The Fearful Master. Ed is a graduate of the University of Michigan where he majored in speech and communications. He is a recipient of the coveted Telly Award for excellence in television production, the creator of the Reality Zone Audio Archives, Publisher of Need to Know News, and is President of American Media, a publishing and video production company in Southern California. He has served on the board of directors of The National Health Federation and The International Association of Cancer Victors and Friends and is Founder and President of The Cancer Cure Foundation. He is the Founder of Freedom Force International and creator of Red Pill University, Red-Pill Expos, and Rabbit-Hole Expeditions. The mission of these Red-Pill and Rabbit-Hole endeavors is far more serious than they may sound. It is to popularize a global coalition for the victory of individualism over collectivism and liberty over tyranny. G.Edward Griffin - Books - https://www.amazon.co.uk/stores/author/B001KMN0ZE/allbooks?ingress=0&visitId=b1eec423-031e-4b54-bc55-36a468ab30a2 Political reading - https://g-edward-griffin.aweb.page/p/6aa8c83b-e074-4d45-a899-c75e28acecd6 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - https://www.fairobserver.com/economics/horrific-jobs-report-suggests-that-a-us-recession-now-looms/…
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WTFinance
1 Debt Spiral Inflating Assets with James Lavish 41:15
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter. During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal reserve and more. I hope you enjoy! 0:00 - Introduction 1:39 - What is James seeing in markets? 3:35 - Economic uncertainty 10:28 - Higher interest rates inflationary 13:01 - Tariffs 14:43 - Resolution to debt issues? 17:38 - Debt challenges 24:18 - Realignment away from US Dollar 26:12 - Eurodollar market 27:28 - Swap lines 29:12 - Bitcoin federal reserve 33:50 - BRICS buying gold 37:35 - One message to takeaway from our conversation James Lavish has over 25 years of institutional investing experience and is Managing Partner of the Bitcoin Opportunity Fund, a hybrid investment fund that makes public and private investments in the Bitcoin ecosystem. He is also the author of The Informationist, a newsletter with over 35K subscribers that simplifies one financial concept weekly. James graduated Yale University in 1993, and he is a Chartered Financial Analyst (CFA). James Lavish: X - https://x.com/jameslavish Newsletter - https://www.jameslavish.com/ Bitcoin Opportunity Fund - https://www.bitcoinopportunity.fund/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Liquidity Shock Threatens Global Economy with Brent Johnson 42:02
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Play Later Play Later Lists Like LikedInterview recorded - 21st of April, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Brent Johnson. Brent is the CEO of Santiago Capital, has twenty years experience in financial markets and is well known for coining the “Milkshake theory”. During our conversation we touched on the Milkshake theory, the risk of a sovereign crisis, what this means for the markets currently, realignment of the world worder, who are the losers and more. I hope you enjoy! 0:00 - Introduction 1:22 - Milkshake theory 4:15 - Sovereign crisis 7:20 - All things link back to debt & dollar? 9:14 - China worse than the West? 11:28 - Misallocation of capital? 16:40 - Swap lines 20:31 - What is happening in the economy? 24:16 - Foreigners selling US assets? 26:31 - Dollar shortage 28:39 - Realignment of world order 32:09 - Who is the loser? 35:31 - Impact investment approach? 38:56 - One message to takeaway? Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital. Prior to that, Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a multi-billion dollar asset manager and wealth management firm. He was the lead advisor for several of the firm’s largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) which became part of Credit Suisse in the fall of 2000. Brent regularly gives interviews and speaks at conferences regarding financial markets & macroeconomic trends. His views have been quoted in numerous print, online and television outlets. Brent Johnson - Fund - https://santiagocapital.com/ X - https://x.com/SantiagoAuFund Newsletter - https://macroalchemist.com/ YouTube - @MilkshakesPod WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Currency Crisis As Debt Explodes Out of Control with Matthew Piepenburg 45:52
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Play Later Play Later Lists Like LikedInterview recorded - 17th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG. During our conversation we spoke about the current state of the economy, tariffs, why all problems lead to debt and liquidity, a complete shift in the world order, collapse of the FIAT currency and more. I hope you enjoy! 0:00 - Introduction 0:57 - What are you seeing in the economy? 8:39 - Tariffs impact on liquidity 20:14 - Complete shift in the world order? 29:49 - Collapse of FIAT currencies 41:14 - One message to takeaway from our conversation? Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001 Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ. The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). Along with Egon von Greyerz, Matthew is the co-author of Gold Matters, which offers an extensive examination of gold as an historically-confirmed wealth-preservation asset. Matthew Piepenburg - LinkedIn - https://linkedin.com/in/matthewpiepenburg Website - https://vongreyerz.gold/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Contrarian Investor Warns About Buying the Dip with Jason Shapiro 46:00
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Play Later Play Later Lists Like LikedInterview recorded - 7th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jason Shapiro. Jason is a hedge fund manager and trading legend with 30+ years of trading experience. He was also featured in the book "Unknown Market Wizards". 0:00 - Introduction 1:20 - What are we seeing? 3:12 - Comparison to other periods? 7:53 - Who is selling? 12:30 - Contrarian investors. 16:03 - Current investor positioning 17:08 - Markets more volatile? 19:46 - Assets Jason is watching? 22:43 - Long time to learn trading 26:08 - Largest mistakes traders make 28:13 - What is a bad decision? 30:08 - What would make you change your strategy? 32:38 - Human nature 34:12 - Bad news, no reaction 36:48 - One message to takeaway? With over 30 years of trading experience, Jason has gone through most markets a trader should see in their career. From the crazy rallies during the 90s, the tech bubble pop in early 2000s, the 2008 market crash and the latest bull run starting in 2009. Through the last 20 years of his career, he has used a contrarian approach which has been very successful to him and his clients, as verified by Jack D. Schwager in his latest MARKET WIZARDS BOOK. Jason has managed large sums of money from a few million to several hundred million and learned a great deal about the Futures markets, from Equities, Currencies and Fixed Income to Currencies and Precious Metals. Jason Shapiro - Website - https://www.crowdedmarketreport.com/ Twitter - https://twitter.com/Crowded_Mkt_Rpt LinkedIn - https://www.linkedin.com/in/jason-shapiro-53674994/ YouTube - @crowdedmarketreport WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Bond Warning as Tariffs Drive Inflation Higher with Peter Boockvar 25:51
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Play Later Play Later Lists Like LikedInterview recorded - 14th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Peter Boockvar. Peter is a CNBC Contributor, Chief Investment Officer of Bleakley Financial Group & Editor of the Boock Report. During our conversation we spoke about what he is watching, Tariffs, DOGE, impact on the stock market, inflation, a bifurcating world, assets to perform and more. I hope you enjoy! 0:00 - Introduction 0:45 - What is Peter watching? 1:26 - Tariffs 3:53 - DOGE 7:27 - MAG7 impacted 9:01 - Inflation 14:29 - Bonds 14:48 - Bifurcation of global world? 18:21 - Wealth divide 22:39 - Commodities 24:16 - One message to takeaway? Peter Boockvar is an independent economist and market strategist. The Boock Report is independently produced by Peter Boockvar. Peter Boockvar is also the Chief Investment Officer of Bleakley Financial Group, LLC a Registered Investment Adviser. The Boock Report and Bleakley Financial Group, LLC are separate entities. Content contained in The Boock Report newsletters should not be construed as investment advice offered by Bleakley Financial Group, LLC or Peter Boockvar. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. The views expressed in this commentary should not be taken as advice to buy, sell or hold any security. To the extent any of the content published as part of this commentary may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Consult your advisor about what is best for you. Peter Boockvar - X - https://x.com/pboockvar?lang=en Substack - https://peterboockvar.substack.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Gold to Rise as Currency Value Collapses with Rick Rule 38:47
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Play Later Play Later Lists Like LikedInterview recorded - 14th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about the Trump tariffs, what this means for the global world order, China, which assets to perform, a bifurcated world, gold & precious metals and more. I hope you enjoy! 0:00 - Introduction 1:37 - Tariffs 3:56 - China’s government backed economy 4:57 - US competitive edge 6:38 - Why has US economy shifted? 7:38 - Tax shifts 9:34 - Cutting government spending 13:16 - More retirees impacting coming years 14:01 - Challenging times 15:11 - Which assets to perform? 17:13 - Consumer products and tariffs? 18:08 - Bifurcated world 18:51 - All regions pushing towards protectionism 21:11 - Gold & precious metals 29:13 Energy 32:17 - Copper 36:10 - One message to takeaway? Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. Rick Rule - Twitter - https://twitter.com/RealRickRule LinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/ Website - https://ruleinvestmentmedia.com/ Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinance WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Economic Breakdown as Stock Market Crashes with Chris Vermeulen 24:49
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Play Later Play Later Lists Like LikedInterview recorded - 20th of March, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. During our conversation we spoke about his views on the market, risk of a crash, shift of momentum, precious metals, how long do cycles last and more. I hope you enjoy! 0:00 - Introduction 1:00 - Chris’ view on markets 4:10 - Market crash? 6:20 - Shift of momentum 9:02 - Precious metals 11:14- How long do cycles last? 15:12 - Picking the bottom 17:20 - Global crash? 20:45 - Treasuries 22:40 - One message to takeaway from our conversation? Chris Vermeulen is a visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“ Chris’s journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s. His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets. Chris’s innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital. Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry. Chris Vermeulen - Website - https://thetechnicaltraders.com/ Twitter - https://twitter.com/TheTechTraders YouTube - @TheTechnicalTraders WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Market Pain as Economy Crashes with Michael Oliver 35:13
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Play Later Play Later Lists Like LikedInterview recorded - 13th of March 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis. During our conversation we spoke about the current risk of a recession, what this means for markets, why there could be a long bear market, gold, the commodity super cycle and more. I hope you enjoy! 0:00 - Introduction 1:17 - Thoughts on markets? 6:13 - How do you define a market? 10:51 - Surprised about market strength? 20:51 - Dollar to come down 22:11 - Recession 24:41 - Gold 32:26 - Commodity super cycle? J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism. Michael Oliver - Website - https://www.olivermsa.com/ Twitter - https://twitter.com/Oliver_MSA WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 DOGE Crippling the US Economy with Dr Steve Keen 42:29
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Play Later Play Later Lists Like LikedInterview recorded - 15th of March, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Dr Steve Keen. Steve is a critically acclaimed economist who is looking to debunk traditional economics. During our conversation we spoke about the current state of the global economy, why economists have everything wrong, why Trump should not be cutting the deficit, what this will lead to and more. I hope you enjoy! 0:00 - Introduction 1:19 - Overview of global economy 3:24 - Why is cutting the deficit wrong? 6:26 - Government spending sustainable? 20:19 - UK poor example 21:01 - Best deficit? 23:46 - Interest rates not an issue 30:31- Financialisation 39:46 - One message to takeaway from our conversation? Steve Keen is an Australian economist and author. He considers himself a post-Keynesian, criticising neoclassical economics as inconsistent, unscientific, and empirically unsupported. Keen was formerly an associate professor of economics at University of Western Sydney. In 2014, he became a professor and Head of the School of Economics, History and Politics at Kingston University in London. He has since taken retirement and is crowd source funded to undertake independent research as well as being a Distinguished Research Fellow at the Institute for Strategy Resilience & Security, University College London. Steve Keen - YouTube - @ProfSteveKeen Substack - https://profstevekeen.substack.com/ Website - https://www.stevekeenfree.com/free-book7 X - https://x.com/ProfSteveKeen WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Unravelling of the Western Hegemony with Alex Krainer 37:19
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Play Later Play Later Lists Like LikedInterview recorded - 14th of March, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following. During our conversation we spoke about the geopolitical overview, why the world order is shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy! 0:00 - Introduction 1:39 - Geopolitical overview 3:47 - Why is world order shift being ignored? 5:44 - When did shift begin? 9:17 - US different to the rest of the West 13:26 - Corporate colonialism 17:07 - Restructuring of the economy 18:47 - Can the West rise again? 24:07 - Uniparty 27:57 - How does this impact markets? 34:42 - One message to takeaway from conversation? Alex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics. From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela’s 16 largest banks failed and brought the country’s economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia’s war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000. Alex had originated the firm’s research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson’s Altana Wealth to manage the firm’s inflation hedging strategy. In 2019 Alex created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance. In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk’s list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer’s Trend Following Bible.” Alex Krainer - X - https://x.com/NakedHedgie I-System - https://isystem-tf.com/ Substack - https://alexkrainer.substack.com/ Trend Compass - https://isystem-tf.com/trendcompass/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Coming Economic Reset in 2025 with Edward Dowd 32:01
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Play Later Play Later Lists Like LikedInterview recorded - 11th of March, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on Edward Dowd. Edward is the Founder of Phinance Technologies and author of Cause Unknown. During our conversation we spoke on his current views on the markets, why the economy is struggling, Mainstreet vs Wallstreet, Biden immigration policy, shift from capital to labour, economic reset, which assets to perform and more. I hope you enjoy! Economic Outlook -https://phinancetechnologies.com/Product_USEconomyOutlook2025.htm 0:00 - Introduction 1:34 - Current view of markets? 5:55 - Why was economy struggling? 8:56 - Biden immigration policy 11:14 - Mainstreet vs Wallstreet 13:42 - Government spending, regulation, spending 16:02 - Shift from capital to labour? 18:00 - Global Economy 22:00 - Force Powell to cut rates? 23:12 - Secular shift? 25:20 - System leverage 27:22 - Which assets to perform? 30:07 - One message to takeaway? Edward Dowd is currently a founding partner with Phinance Technologies. He has worked on Wall Street the majority of his career, most notably at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. Edward's book Cause Unknown: The Epidemic of Sudden death in 2021 & 2022 propelled him as an alternative voice during the pandemic and the economic implications that continue to plague us today. Phinance's unique alternative macroeconomic analysis of the global debt crisis and what may unfold has given many a deeper understanding of the global nature of our problems today. Edward Dowd: Website - https://phinancetechnologies.com/Home.asp X - https://x.com/DowdEdward WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 An Economic Demolition is Imminent with Gregory Mannarino 33:14
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Play Later Play Later Lists Like LikedInterview recorded - 27th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back @GregoryMannarino . Greg is known as the "The Robin Hood Of Wall Street". During our conversation we spoke about 0:00 - Introduction 1:09 - Current overview? 2:50 - People are struggling 10:51 - Imbalance from savers to creditors 17:17 - The system delays change 19:47 - The never ending refinancing bubble 26:02 - Opportunities during crisis? 31:52 - One message to takeaway? Also known as "The Robin Hood Of Wall Street," Gregory Mannarino is an active/full time trader of the capital markets with a world-wide following. Born on July 22, 1965, he became interested in "Wall Street," like many others at the time, in 1987 after seeing the movie Wall Street with Michael Douglas. Around that time he was able to get an entry level position, then subsequently to the trading floor, at the now defunct bank Bear Stearns, but within a relatively short time realized that working on Wall Street was not like the movies and moved on. He went on to get a medical degree and practiced medicine as a Physician Assistant beginning in 1996, now retired from practice. He also served in the United States Naval Reserve Medical Service Corps, having attained the rank of Lieutenant. He has even published a book on casino Blackjack strategies years later, and was banned from playing the game in Las Vegas casinos. Gregory Mannarino - YouTube - @GregoryMannarino Website - https://traderschoice.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Global Financial System & Our Money are Broken with Lawrence Lepard 41:09
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Play Later Play Later Lists Like LikedInterview recorded - 20th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Larry Lepard. Larry is the Managing Partner of Equity Management associates, has been a professional investment manager for over 40 years, is a vocal advocate for sound money and the author of the recently released book “The Big Print: What Happened To America And How Sound Money Will Fix It”. 0:00 - Introduction 1:12 - What happened in America? 2:30 - Financialization of the country 6:28 - How long can the system survive? 11:05 - The interest is the problem 14:25 - Losing control of the bond market? 18:04 - Gold? 23:47 - Why Bitcoin? 25:48 - Sovereigns buying Bitcoin? 27:20 - Constant growth of money supply for economy to grow? 30:03 - DOGE to reset system? 32:00 - Concentration of wealth? 34:15 - Positive outcome 36:25 - One message to takeaway? Lawrence Lepard is a professional investment manager who has been a long time advocate for a return to sound money. He manages funds which focus on companies involved with gold and silver mining and Bitcoin. He is an active contributor to the "sound money" discussion on X, using the handle: @LawrenceLepard, and he recently published his first book: THE BIG PRINT: What Happened to America and How Sound Money Will Fix It. The book is a discussion of how America's monetary system has gone astray and caused enormous pain for millions through inflation. The history of this process is laid out in the first part of the book: The Problem. The second half of the book is titled The Solution and explains what we must do to restore the American Dream. It offers investment insights that are relevant to all individuals and families and shows people how to protect themselves from inflation. The book is timely because as Mr. Lepard shows the problem is getting worse and is likely to result in a crisis very soon. Lawrence Lepard: Book - https://www.amazon.co.uk/Big-Print-Happened-America-Sound/dp/B0DVTCVX8J/ X - https://x.com/LawrenceLepard WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Ukraine War & US Hegemony Have Ended? with Glenn Diesen 41:49
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Play Later Play Later Lists Like LikedInterview recorded - 21st of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Glenn Diesen. Glenn is a professor at the University of South-Eastern Norway & geopolitical commentator. During our conversation we spoke further about the current geopolitical landscape, US & Russia to negotiate peace, disaster of Biden tenure, Russian threat for Europe, Ukrainian tragedy, China & US conflict, the end of US hegemon and more. I hope you enjoy! 0:00 - Introduction 2:18 - Geopolitical landscape 5:04 - US & Russia to negotiate peace? 9:59 - Graveyard of empires 13:22 - Biden tenure 14:42 - European security issue 18:07 - Russia threat for Europe? 22:12 - Ukraine tragedy 25:52 - Monroe doctrine? 28:17 - China & US conflict? 33:47 - Does China want to be a hegemon? 37:02 - One message to takeaway? Professor Diesen is an academic, author, editor, and political commentator. His research focus is primarily on Russian foreign policy and the geoeconomics of Greater Eurasia and the emerging strategic partnership between Russia and China. Diesen’s latest books are The Ukraine War & the Eurasian World Order (2024); Russophobia: Propaganda in International Politics (2022), Europe as the Western Peninsula of Greater Eurasia: Geoeconomic Regions in a Multipolar World (2021); Russian Conservatism: Managing Change under Permanent Revolution (2021); Great Power Politics in the Fourth Industrial Rivalry: The Geoeconomics of Technological Sovereignty (2021); The Return of Eurasia (2021); Russia in a Changing World (2020); The Decay of Western Civilisation and Resurgence of Russia: Between Gemeinschaft and Gesellschaft (2018); Russia’s Geoeconomic Strategy for a Greater Eurasia (2017); and EU and NATO relations with Russia: After the collapse of the Soviet Union (2015). Glenn Diesen: X: https://twitter.com/Glenn_Diesen Substack: https://glenndiesen.substack.com/ YouTube: @GDiesen1 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Hidden Leverage to Crash Markets? with Wasif Latif 41:01
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Play Later Play Later Lists Like LikedInterview recorded - 11th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on Wasif Watif. Wasif is the President & CIO of Sarmaya Partners. During our conversation we touched on his current outlook on the markets, decades long commodity super cycle, whether it is similar to dot com period, the importance of energy, his investing approach and more. I hope you enjoy! 0:00 - Introduction 1:43 - Current outlook for markets? 7:14 - Decade long trend? 10:01 - US phenomenon? 14:39 - Post dot com bubble? 19:04 - Catalyst for Commodity Super cycle 25:54 - The importance of energy 33:11 - Investment framework? 37:04 - Red flags when investing? 38:04 - One message to takeaway? Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms. Wasif Latif - Website - https://sarmayapartners.com/ ETF - https://sarmayaetf.com/ X - https://x.com/sarmayakar24?s=21&t=vCJTBKSb-nIJ8eFKe0YAxg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Largest Credit Crisis in History with Alasdair Macleod 38:56
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Play Later Play Later Lists Like LikedInterview recorded - 11th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. During our conversation we spoke about gold going under the radar, geopolitics, EU Bust, Debt bubble, flow of gold to the East and what this means for markets. I hope you enjoy! 0:00 - Introduction 1:07 - What is Alasdair seeing? 3:00 - Gold under the radar 3:44 - Geopolitics 10:47 - US moving away from Europe? 12:51 - China to dominate global manufacturing? 15:34 - EU bust 16:53 - Debt bubble? 19:10 - Pound depreciation 20:41 - No avoiding a credit crash 23:08 - Monetisation of all debt? 26:30 - Flow of gold to the East 30:00 - Gold backed currency 33:20 - Multi-polar world 35:08 - One message to takeaway? Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences. Alasdair Macleod - Substack - https://alasdairmacleod.substack.com/ Twitter - https://twitter.com/MacleodFinance LinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 West Militarising Itself to Death with Dr Jan Oberg 41:23
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Play Later Play Later Lists Like LikedInterview recorded - 10th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research. During our conversation we spoke about the current geopolitical sphere, the issue with NATO, why West has forgotten about peace, trajectory of the world, end of the US Hegemony and more. I hope you enjoy! 0:00 - Introduction 2:26 - Geopolitics 4:40 - End of cold war 7:50 - Biden geopolitical disaster 9:35 - West forgotten peace 15:30 - Nato defensive? 19:44 - China to invade Taiwan? 22:22 - Expanding NATO 27:50 - Trajectory of world? 30:32 - Global Institutions US government funded 31:40 - End of US Hegemony 35:40 - Multi-polar world 38:30 - One message to takeaway? Dr Jan Oberg is an internationally experienced and genuinely independent peace and future researcher and an art photographer – a columnist, commentator and mediator doing diagnosis, prognosis and proposing solutions. Dr Jan Oberg - Transnational: https://transnational.live/ Website: https://janoberg.me/ X: https://x.com/janoberg?s=21&t=vCJTBKSb-nIJ8eFKe0YAxg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The New Economic Order as The West Loses Control with Warwick Powell 51:49
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Play Later Play Later Lists Like LikedInterview recorded - 2nd of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance. During our conversation we spoke about tariffs, potential retaliations, the hollowing out of Western manufacturing, the new world order, worlds need for dollars, Chinese self sufficiency, deep seek and more. I hope you enjoy! 0:00 - Introduction 1:53- Tariffs 5:53 - Chinese retaliation? 9:38 - Does US have a reason to implement tariffs? 14:33 - Hollowing of Western manufacturing 17:21 - Link to financialisation and globalisation? 19:53 - World need dollars 22:23 - US consumption 25:53 - China being self sufficient 28:28 - China greater risk of external factors? 32:43 - Limitation of growing manufacturing 36:07 - Deep seek 41:13 - Opensource in China? 43:58- Soft power 45:21 - Global economic change 47:58 - One message to takeaway? Warwick began his career in academia, teaching Chinese history and European cultural history at Griffith University. He graduated with First Class Honours and is the recipient of the prestigious University Medal for Academic Excellence. Warwick was also awarded a Department of Foreign Affairs and Trade scholarship to undertake postgraduate studies at People’s University, Beijing. He deferred his studies to begin work for Kevin Rudd in the Queensland Government. He is the chairman and founder of Sister City Partners Limited, a not-for-profit investment bank focusing on developing links between regional Australia and the markets of Asia. Through this work, Warwick has experience in diverse industries including cattle and sheep production and processing, information and communication technology, infrastructure, energy, natural resources, travel and tourism and property development. He is a director of a number of funds management companies responsible for funds established under an ASIC-approved Australian Financial Services License. He is a member of the Central Highlands Accelerate Agribusiness Advisory Board and was the founding Treasurer of Innovation NQ Inc., a not-for-profit innovation incubator in North Queensland. He continues to teach professional courses in areas such as innovation, creativity, regional economic development and blockchain technology with James Cook University, QUT and Edith Cowan University. Warwick Powell: LinkedIn - https://au.linkedin.com/in/warwickpowell Substack - https://substack.com/@warwickpowell Twitter - https://x.com/baoshaoshan WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Market Crisis as Global War Approaches with Simon Hunt 32:02
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Play Later Play Later Lists Like LikedInterview recorded - 24th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about his thoughts on the markets, the geopolitical challenges, BRICS alliance, US allies becoming weaker, proxy wars, gold and more. I hope you enjoy! 0:00 - Introduction 1:30 - Thoughts on markets? 2:51 - Geopolitical challenges? 17:05 - Split the BRICS alliance? 20:58 - US allies becoming weaker? 23:45 - Proxy wars 25:49 - Geopolitical risks of markets? 27:00 - What impact on other assets? 28:30 - Gold 30:40 - One message to takeaway? Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996. Simon Hunt - Website - https://www.simon-hunt.com/ Email - simon@shss.com WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Bond Market Leaking As Investors Revolt with Bill Fleckenstein 37:49
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”. During our conversation we spoke about his thoughts on the markets, the bond market leaking, how Scott Bessent can balance it, whether bond market is losing faith in the government, passive investing, what this means for the 60/40 portfolio and more. I hope you enjoy! 0:00 - Introduction 1:40 - Overview of markets 6:17 - How does Scott Bessent balance issues? 8:42 - Means tested social security? 11:57 - Losing faith in the government? 13:57 - What happens to yields? 15:22 - FED made a mistake 16:47 - Dollar rally over? 18:22 - What does Trump want? 19:48 - Bill’s views on markets 21:44 - Passive investing influence on markets 24:12 - Increasing unemployment negative to markets 26:07 - Why have miners not performed? 28:27 - Speculative asset? 32:59 - Shift away from 60/40 portfolio? 35:47 - One message to takeaway from conversation? Bill Fleckenstein is president of Fleckenstein Capital, a money management firm based in Seattle. He writes a daily Market Rap column for his website, Fleckensteincapital.com, as well as the popular column Contrarian Chronicles for MSN Money. Bill Fleckenstein began writing a daily column on the Internet in 1996. Initially, the Market Rap was a daily recap of market events, with an added "Yes, but..." emphasis. "I quickly learned that the contrarian viewpoint was often misrepresented and under-reported. Since then, my daily column has always called it like I see it. I've tried to write the column in a way that even the novice investor can understand. I believe it's better to teach someone how to fish, rather than just give them an occasional fish." Bill Fleckenstein - Website: https://www.fleckensteincapital.com/ Twitter: https://x.com/fleckcap?lang=en WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 China's Economic Revolution Threat to the West with Louis-Vincent Gave 47:14
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis-Vincent Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal. During our conversation we spoke about his thoughts on the markets, the everything bubble in the US, what tariffs mean for the US Dollar, the Chinese economic revolution, QE in the market, manufacturing boom and more. I hope you enjoy! 0:00 - Introduction 0:59 - Louis’ overview of markets 4:00 - Everything bubble in the US? 7:44 - Are tariffs bullish US Dollar? 10:20 - Expectation of US/China relationship? 13:39 - Geopolitical ideology with Biden 15:11 - What is happening in China? 22:26 - China QE 26:08 - Shifting to consumption economy? 30:31 - Data points to watch? 32:56 - Reliant on foreign investors? 36:46 - Issues in Europe 38:31 - Chinese currency? 44:55 - One message to takeaway? After receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis left the army and joined Paribas where he worked as a financial analyst—first in Paris, then in Hong Kong. Louis left Paribas in 1998 to launch Gavekal with his father Charles and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth, and that consequently Gavekal needed to offer its clients more information, and more ideas, relating to Asia. Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade. Louis speaks English and French. He spent many hours studying Mandarin and Spanish, which he once spoke decently. He is married with two sons and two daughters. Louis-Vincent Gave: Website - https://research.gavekal.com/ Twitter - https://x.com/gave_vincent WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Prepare for Deflation As Economy Crashes with Henrik Zeberg 31:55
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Play Later Play Later Lists Like LikedInterview recorded - 17th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is a Macro Economist, Founder and Publisher of the Zeberg Report. During this conversation we spoke about the surprised resilience of the economy, why Henrik sees a recession on the horizon, whether it could become a China-like deflation, market narratives, Crypto to diverge from NASDAQ and more. I hope you enjoy! 0:00 - Introduction 1:54 - Surprised by economic resilience? 3:38 - Trump economic boom 8:56 - FED making mistake? 13:18 - West moving towards China-like deflation? 16:41 - China pulling down Europe? 18:32 - Market view? 21:41 - Don’t believe this time is different? 24:18 - Market narrative 26:16 - Crypto to diverge from the NASDAQ? 27:13 - When would Crypto peak? 29:47 - One message to takeaway? Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website. Henrik Zeberg - Newsletter - https://www.thezebergreport.com/ Twitter - https://twitter.com/HenrikZeberg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Inflation Is Back As Economy Strengthens with Jim Bianco 54:36
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Play Later Play Later Lists Like LikedInterview recorded - 16th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C. During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy! 0:00 - Introduction 1:29 - Increased volatility 3:26 - FED cut mistake 5:56 - Issue with duel mandate 8:26 - FED to pause? 10:43 - Dollar wrecking ball 12:40 - China is desperate 16:41 - Japanification of China? 18:51 - Risk of increasing rates? 21:41 - Combination of monetary & fiscal policy 23:36 - Incumbents getting voted out 25:36 - Yields coming back down? 29:16 - Yellen dampened long-term yields? 32:26 - Scott Bessent make changes? 35:46 - Monroe doctrine 37:26 - What does this mean for markets? 43:46 - The market is overvalued 46:16 - US sucking global liquidity 52:15 - One message to takeaway? Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989). Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ ETF: https://www.biancoadvisors.com/ X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbutton LinkedIn: https://www.linkedin.com/in/james-bianco-117619152/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn TikTok - https://vm.tiktok.com/ZMeUjj9xV/ iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Liquidity Crunch Threatens 'Everything Bubble' with Michael Howell 50:19
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Play Later Play Later Lists Like LikedInterview recorded - 13th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about liquidity, how the FED and treasury have been artificially providing liquidity before the election, what the dollar wrecking ball means, impact on markets and more. I hope you enjoy! 0:00 - Introduction 1:30 - Outlook for global liquidity? 8:53 - What drove QE/YC? 17:35 - Bond market normalising 20:35 - What is happening in China? 25:15 - US Dollar wrecking ball 36:28 - QE distortions 38:30 - Action Scott Bessent to take? 40:45 - UK QT impact on liquidity? 42:15 - What impact on markets? 44:25 - Exiting markets? 46:10 - Everything bubble 47:35 - One message to takeaway? Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income. Michael Howell - Website - https://crossbordercapital.com/ Twitter - https://twitter.com/crossbordercap LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 FED Mistake Guiding Economy into Recession with Steve Hanke 46:16
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Play Later Play Later Lists Like LikedInterview recorded - 10th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also the author of the recently released book “Capital, Interest and Waiting: Controversies, Puzzles and New Additions to Capital Theory”. During our conversation we spoke about what happened in 2024, quantitative tightening, the treasury, drivers of money supply, trump inflation, the dollar wrecking ball, recession risk and more. I hope you enjoy! 0:00 - Introduction 2:20 - Review of 2024? 8:18 - Quantitative tightening 10:47 - Treasury bond issuance 13:37 - Issue with FED & Wall Street 17:52 - Drivers of money supply 21:32 - Bond market issue 28:18 - Trump inflationary? 31:27 - Dollar wrecking ball 36:32 - Grow money supply with high debt? 42:12 - One message to takeaway? Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China’s International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world’s third-most influential economics influencer by FocusEconomics in Barcelona, Spain. Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0 X - https://x.com/steve_hanke Bio - https://www.independent.org/aboutus/person_detail.asp?id=516 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Energy Price Surge Driving Populism, Trump American Empire | Doomberg 48:05
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Play Later Play Later Lists Like LikedInterview recorded - 6th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg. During our conversation we spoke about the rebellion of the elite and how increasing electricity prices have impacted this in Europe, energy bottlenecks, geopolitical risk, the new American empire, potential for geopolitical vacuum, Trump accelerating growth, European Winter 24/25 and more. I hope you enjoy! 0:00 - Introduction 2:34 - What stood out in 2024? 5:04 - Numb to geopolitical risks1 8:39 - Energy bottleneck for data centres? 10:19 - Pressure on US energy prices? 12:49 - Gas pressure 14:52 - Difficult to predict energy markets 16:46 - What impact will Trump have on the world? 20:12 - Geopolitical vacuum? 21:51 - War for Africa 23:31 - Do demographics matter with AI? 27:49 - Trump accelerating growth? 35:04 - Bureaucratic elite 39:24 - Europe energy cost destroying economy 41:29 - Winter 2024/25 in Europe? 46:24 - One message to takeaway from conversation? Doomberg is an independent, widely distributed publication that delivers concise, entertaining, provocative articles centered on energy, finance, and geopolitics. They are a small team of entrepreneurs that started this business after long careers in the industrial sector. With trillions of taxpayer dollars and myriad government mandates thrown at the energy transition, there was a practical voice missing in the traditional media. They started writing in that voice, with the freedom of having no master to serve beyond the foundation of our own principles, experience, and work ethic. This publication is their passion, and the content is supported by our team’s deep experience in heavy industry, private equity, and the hard sciences. They are entirely reader-supported and have grown to be the most widely read finance newsletter on the Substack platform. Doomberg - Substack - https://doomberg.substack.com/ Twitter - https://twitter.com/DoombergT Email - doomberg@doomberg.com WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Market Reckoning to Begin Trump Presidency with Dave Collum 1:09:31
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Play Later Play Later Lists Like LikedInterview recorded - 3rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Dave Collum. Dave is a Professor of Organic Chemistry and leading thinker on markets and the larger world around us. During our conversation we spoke about Dave's review of 2024, the destruction of the democratic party, emergence of extremism, bureaucratic crisis, controlling complex systems, dollar wrecking ball, confiscating assets, Trump 2.0 and more. I hope you enjoy! 0:00 - Introduction 2:27 - Review of 2024 3:50 - Democrats took election for granted? 9:00 - Biden in 2016? 18:00 - Bureaucratic crisis 26:08 - Emergence of extremism 29:02 - Political accountability 29:59 - Powell recent decision making? 35:15 - Controlling complex systems 31:22 - Managers can be poor allocators of capital 40:42 - Distributions 41:56 - Big Pharma model 47:36 - Healthcare failing 49:57 - Dollar wrecking ball 53:42 - Confiscating assets 58:47 - Optimism about Trump 2.0 1:03:13 - Trump to avoid a market reckoning? 1:04:12 - One message to takeaway from our conversation? David Collum received a BS in biology from Cornell in 1977 and an MA, MS, and PhD in chemistry from Columbia University in 1980. Dave currently is the Betty R. Miller Professor of Chemistry at Cornell University. While at Cornell Dave has served as Director of Undergraduate Studies, Director of Graduate Studies, associate chairman, and chairman while running a research program in organic chemistry for forty years, which include collaborations with a host of large-cap pharmaceutical companies exemplified by Merck and Pfizer. In recent years he has become interested in the interface where politics and markets meet. He compiles an annual Year in Review, does several dozen podcasts per year, and occasionally stirs up trouble on more mainstream media sources. Dave Collum - Twitter - https://twitter.com/davidbcollum?s=21&t=xvXQIRnoZm5mxXw68trHEQ Year in Review - https://peakprosperity.com/2024-year-in-review-what-is-a-fact/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Collapse of the US Empire with Professor Richard Wolff 40:48
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Play Later Play Later Lists Like LikedInterview recorded - 17th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Richard Wolff. Richard is a well-known critic of an alternative contemporary economic system, host of the Economic Update and Founding Director of Democracy at work. During our conversation we spoke about the economics of 2024, what to expect in 2024, the potential for another roaring twenties, the collapse of the US empire, actions to prevent such an event and more. I hope you enjoy! 0:00 - Introduction 1:30 - Economics of 2024 12:40 - Inwards looking US and Roaring twenties? 23:05 - Large migration and wage increase? 28:20 - Actions to change trajectory? 35:15 - One message to takeaway from conversation? Richard D. Wolff is Professor of Economics Emeritus, University of Massachusetts, Amherst where he taught economics from 1973 to 2008. He is currently a Visiting Professor in the Graduate Program in International Affairs of the New School University, New York City. Earlier he taught economics at Yale University (1967-1969) and at the City College of the City University of New York (1969-1973). In 1994, he was a Visiting Professor of Economics at the University of Paris (France), I (Sorbonne). Wolff was also regular lecturer at the Brecht Forum in New York City. Prof Wolff is the co-founder of Democracy at Work and host of their nationally syndicated show Economic Update. Professor Richard Wolff: Democracy at work: https://www.democracyatwork.info/ Website: https://www.rdwolff.com/ X: https://x.com/profwolff YouTube: @RichardDWolff WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Trump Rally At Risk As Government Resists with Citrini 1:01:32
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Play Later Play Later Lists Like LikedInterview recorded - 13/12/2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Chief Strategist of Citrini Research. They cover Thematic Equity with a top down approach. During our conversation we spoke about the thematic equity approach on investing, review of 2024, thoughts on 2025, risk of Nvidia slowdown, return of Arkk, anti-trends, selling too early and more. I hope you enjoy! 0:00 - Introduction 1:37 - Citrini investment strategy 5:13 - What drives markets? 8:15 - Review of 2024 13:55 - Collection of trends 17:05 - 25 trades for 2025 24:47 - Nvidia slowdown? 30:20 - 2025 Risks? 34:20 - Small cap vs hyperscaler? 36:30 - Looking past Trump speak 39:20 - Return of Arkk 44:55 - Anti-trends 53:37 - Selling too early 59:27 - One message to takeaway? Over the past century, 40% of shareholder returns have come from 1% of all companies. Identifying these companies is oftentimes a function of investor’s early discovery of market themes & narratives. Those “megatrends” affecting not just individual companies or sectors but the entire economy. This is the kind of approach to investing utilized at Citrini Research. They attempt to highlight and demystify themes that will define the market’s distribution of returns for years to come. By incorporating macroeconomics, second-order thinking, top-down sector analysis and a lateral approach to individual equities and markets in general, they aim to discover early & expand upon these themes for their clients. It is their most firmly held conviction that narratives drive markets more than any other factor. While their strategy has been defined in many ways by many people, they are solely concerned with one thing: doing what works. Citrini - Website - https://www.citriniresearch.com/ X - https://x.com/Citrini7 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Irrational Market Mania Continues to Surprise with David Rosenberg 42:51
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Play Later Play Later Lists Like LikedInterview recorded - 12th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates. During our conversation we spoke about 2024, what David was surprised about in the year, the lament of a bear, what to expect in 2025, tight credit spread, secular shift in bond, where David is bullish and more. I hope you enjoy! 0:00 - Introduction 1:21 - David’s year review 2:48 - Lament of a bear 8:35 - Earnings remain strong 14:55 - Credit spreads tight 24:33 - Secular shift in bonds? 30:30 - Continued rate cuts? 35:49 - Where is David bullish? 41:27 - One message to takeaway David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. David Rosenberg - Website - https://www.rosenbergresearch.com/ Twitter - https://twitter.com/EconguyRosie Article - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzc LinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Grand Reconciliation of Asset Prices' as Chaos Erupts with Michael Pento 33:14
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Play Later Play Later Lists Like LikedInterview recorded - 4th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. During this conversation we spoke about the current market outlook, why the market is dangerous, cutting government costs, is inflation an issue, asset bubbles, whether the middle class can be saved and more. I hope you enjoy! 0:00 - Introduction 0:59 - Market outlook 2:38 - Why is the market dangerous? 8:06 - How does the US get out of this? 9:43 - Cutting government costs? 11:36 - Inflation an issue? 20:28 - 3 Asset Bubbles 22:58 - Which sectors benefitting? 25:08 - Next stage 24:53 - Can the middle class be saved? 27:53 - One message to takeaway from conversation? Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to invest across an inflation/deflation and economic cycle spectrum. The 20-component model is used to determine the two most important factors when it comes to successful investing: the second derivatives of growth and inflation. Michael Pento - Website - https://pentoport.com/ Twitter - https://twitter.com/michaelpento?lang=en LinkedIn - https://www.linkedin.com/in/michael-pento-a1882917b/ WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 High Risk of Market Crash as Smart Investors Sell with Marc Faber 40:12
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Play Later Play Later Lists Like LikedInterview recorded - 4th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about his thoughts on the markets, large governments, inflation, economics, US bubble, BRICS currency and more. I hope you enjoy! 0:00 - Introduction 1:58 - Current view on markets 4:28 - No changes to trajectory? 7:23 - Governments getting larger 11:43 - Shift to smaller governments? 16:00 - Inflation 24:19 - Why is the average worker worse off? 28:32 - Assets undervalued 30:33 - US bubble 32:59 - BRICS currency 34:19 - One message to takeaway from conversation? Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach. Marc Faber - Website - https://www.gloomboomdoom.com/ Twitter - https://twitter.com/gloomboomdoom?lang=en LinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 S&P500 Has Crossed 6000. Next stop, 7500! with David Hunter 37:42
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Play Later Play Later Lists Like LikedInterview recorded - 4th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about David's call of the S&P500 reaching 6000 during the lows, how his next projection is for it to hit 7500, Trump trades, dollar bullishness, precious metals, the everything bubble and more. I hope you enjoy! 0:00 - Introduction 0:58 - David’s perspective on market 3:18 - Why S&P to 7,500? 6:18 - $7trn yet to invest 7:25 - Trump trade 13:40 - US Tariffs 19:18 - Dollar bullishness 20:45 - Precious metals 22:50 - Everything bubble 27:40 - Unloved industries? 34:20 - One message to takeaway from our conversation? David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager. David Hunter - Twitter - https://twitter.com/DaveHcontrarian LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Beware of Temporary Trump Trade Highs with Julian Brigden 41:30
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Play Later Play Later Lists Like LikedInterview recorded - 3rd of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner. During our conversation we spoke about the current economic outlook, new Trump term, whether tariffs will be inflationary, did the FED cut too early, avalanche of bond crisis', dollar wrecking ball and more. I hope you enjoy! 0:00 - Introduction 1:54 - Current Outlook? 5:33- New Trump term differences 10:20 - Department of Government Efficiency 11:40 - Tariff revenue raising mechanism 13:22 - Tariffs inflationary 19:05 - FED cut too early? 23:10 - Bonds 26:01 - Avalanche of bond crisis’ 28:36 - Financial repression 32:30 - Dollar wrecking ball 36:44 - Precious metals bull market 37:56 - One message to takeaway Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners’ research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian’s primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a result, the economy has closed the output gap and is in danger of overheating. Together with inflation, Julian believes that this means the Fed needs to rapidly tighten policy while slowing growth. As rates rise and the balance sheet shrinks, the risks to very overvalued asset prices, especially stocks, will rise. He then stated that in Europe, as the impact of Omicron fades and the inventory cycle surges, the ECB will need to raise rates, which will add to the pressure in global bond markets. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals. Any questions may be directed to: support@mi2partners.com Julian - Website - https://mi2partners.com/ Retail - https://mi2partners.com/macrocapture-landing-page/ Twitter - https://twitter.com/JulianMI2 LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Bjorn Lomborg Unmasks Sustainability Absurdity, We Can't Afford Everything! 43:35
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Play Later Play Later Lists Like LikedInterview recorded - 22nd of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Bjorn Lomborg. Bjorn is a renowned researcher and writer, currently president of the think tank Copenhagen Consensus Center, which researches the most effective solutions to the world’s greatest challenges, from disease and hunger to climate and education. The findings of the 12 most efficient solutions for the world’s poorest are laid out in his recently released book “Best Things First”. During our conversation we spoke about the UN's Sustainable Development Goals, whether they're pragmatic, why the current trajectory is off, what $35bn annually could to to benefit the world, value of life, best ways to reduce emissions and more. I hope you enjoy! 0:00 - Introduction 2:12 - Are UN SDG’s realistic? 6:42 - Shift away from pragmatism? 7:50 - Influence for writing the book? 10:18 - $35bn to add $1trn of value to developed economies? 18:05 - Financial assumptions 22:47 - Issues with current development aid 27:38 - Value of life 32:03 - Didn’t hit the cut as too expensive? 37:03 - Best way to reduce emissions? 42:34 - One message to takeaway? Dr. Bjorn Lomborg is an academic and the author of the best-selling "False Alarm: How Climate Change Panic Costs Us Trillions, Hurts the Poor, and Fails to Fix the Planet", "The Skeptical Environmentalist" and "Cool It". He challenges mainstream concerns about development and the environment and points out that we need to focus attention on the smartest solutions first. He is a visiting fellow at the Stanford University's Hoover Institution, and president of the Copenhagen Consensus Center which brings together many of the world's top economists, including seven Nobel Laureates, to set priorities for the world. The University of Pennsylvania asked almost 7,000 think tanks and thousands of journalists, public and private donors, and policymakers from around the world to nominate and rank the world's best think tanks. Copenhagen Consensus Center's advocacy for data-driven smart solutions to global challenges were voted into the top 20 among NGOs with up to 100 times' larger budget. The Economist said “Copenhagen Consensus is an outstanding, visionary idea and deserves global coverage.” Lomborg is a frequent participant in public debates on policy issues. His analysis and commentaries have appeared regularly in such prestigious publications as the New York Times, Wall Street Journal, USA Today, The Economist, Washington Post, Forbes Magazine, Globe & Mail, The Guardian, The Daily and Sunday Telegraph, The Times, The Australian, Los Angeles Times, Boston Globe and Der Spiegel. Lomborg’s monthly column appears in multiple languages in influential newspapers across all continents. He is a television commentator on CNN, FOX, MSNBC and the BBC, among others, on shows such as “Newsnight”, “20/20”, “60 Minutes”, “The Late Show with David Letterman”, and “Larry King Live”. He was featured in the movie “Cool It”, by Sundance Award winning director Ondi Timoner. Bjorn Lomborg - Book - https://www.amazon.co.uk/Audible-Best-Things-First/dp/B0CD8T9QDV/ Website - https://lomborg.com/ X - https://twitter.com/BjornLomborg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Beware of Good Times, They Don't Last with Jim Rogers 28:49
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Play Later Play Later Lists Like LikedInterview recorded - 19th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Rogers. Jim is a legend in the investing world, author, financial commentator and more! After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. Jim talks further about his current thoughts on the economy, what this means for the market, whether inflation will return, will Trump be good for the economy, China & Uzbekistan, De-dollarisation, current geopolitical strategy and more. I hope you enjoy! 0:00 - Introduction 1:17 - Current outlook for the economy? 2:26 - Why could things go bad? 3:24 - How have markets changed? 5:25 - Inflation to return? 7:17 - Trump good for the economy? 10:17 - China & Uzbekistan 12:30 - Resolutions to debt trajectory? 14:42 - US industry onshoring? 16:02 - De-dollarisation 18:07 - US still the best investment? 21:32 - Current geopolitical situation? 24:19 - Investment strategy 25:42 - One message to takeaway? Jim Rogers is an author, financial commentator and international investor. After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS’s ‘The Dreyfus Roundtable’ and FNN’s ‘The Profit Motive with Jim Rogers’. From 1990-92, Jim Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analysed the countries through which he travelled for investment ideas. He chronicled his one-of-a-kind journey in “Investment Biker: On the Road with Jim Rogers”. Rogers also embarked on a Millennium Adventure in 1999. He travelled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometres, which he recounted in his book “Adventure Capitalist: The Ultimate Road Trip”. His book, “Hot Commodities: How Anyone Can Invest Profitably In The World’s Best Market”, was published in 2004. Another of his books “A Bull in China” describes his experiences in China as well as the changes and opportunities there. His most recent book “A Gift to My Children” was a heartfelt, indispensable guide for his daughters (as well as for all adults and children) to find success and happiness. His latest memoir “Street Smarts: Adventures on the Road and in the Markets” was published in 2013. Jim Rogers - Website - https://www.jimrogers.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Delayed Recession Approaching As Economy Unravels with Eric Basmajian 49:03
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Play Later Play Later Lists Like LikedInterview recorded - 18th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric is the Founder & CEO of EPB Business Cycle Research. During our conversation we spoke about the current outlook for the economy, inflation risk, employment, impacts on markets and more. I hope you enjoy! 0:00 - Introduction 1:51 - Current outlook for the economy? 9:11 - Economic lag 16:51 - High inventory skewing economic data 21:35 - Risk of increasing inflation? 31:27 - When is data a trend? 34:17 - Employment 41:02 - Impact on markets? 45:27 - One message to takeaway? Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices. Eric holds a bachelor’s degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives. Eric Basmajian - Website - https://epbresearch.com/ Twitter - https://twitter.com/EPBResearch YouTube - @EPBResearch LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 NATO Has Forced Enemies to Unite with Chas Freeman 52:18
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Play Later Play Later Lists Like LikedInterview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Former Ambassador Chas Freeman. Chas is a well know diplomat with an array of experience. Examples include being the main interpreter for Richard Nixon during his 1972 China visit and the US Ambassador to Saudi Arabia from 1989 to 1992, during the Gulf war. During our conversation we spoke about the US driving together China and Russia, Biden escalating tensions, US fighting Russia, sustainment of global hegemony, 0:00 - Introduction 2:06 - Driving China and Russia together? 5:28 - Biden escalating tensions 11:22 - Should NATO have been ended when Soviet Union collapsed? 15:32 - US fighting Russia? 17:50 - Sustainment of global hegemony 20:56 - How has the Middle East evolved? 24:20 - Anyway to get back to two state solution? 31:39 - Axis of evil 36:09 - Further escalation? 39:19 - Madman theory 40:29 - Normalise relations with adversaries? 49:49 - One message to takeaway from our conversation? Ambassador Freeman has recently retired from Brown University’s Watson Institute for International and Public Affairs. He was Assistant Secretary of Defense for International Security Affairs from 1993-94, earning the highest public service awards of the Department of Defense for his roles in designing a NATO-centered post-Cold War European security system and in reestablishing defense and military relations with China. He served as U. S. Ambassador to Saudi Arabia (during operations Desert Shield and Desert Storm). He was Principal Deputy Assistant Secretary of State for African Affairs during the historic U.S. mediation of Namibian independence from South Africa and Cuban troop withdrawal from Angola. Chas Freeman served as Deputy Chief of Mission and Chargé d’Affaires in the American embassies at both Bangkok (1984-1986) and Beijing (1981-1984). He was Director for Chinese Affairs at the U.S. Department of State from 1979-1981. He was the principal American interpreter during the late President Nixon’s path-breaking visit to China in 1972. In addition to his Middle Eastern, African, East Asian and European diplomatic experience, he served in India. Ambassador Freeman earned a certificate in Latin American studies from the National Autonomous University of Mexico, certificates in both the national and Taiwan dialects of Chinese from the former Foreign Service Institute field school in Taiwan, a BA magna cum laude from Yale University and a JD from the Harvard Law School. He is the recipient of numerous high honors and awards. He is the author of three books on U.S. foreign policy and two on statecraft. He was the editor of the Encyclopaedia Britannica entry on “diplomacy.” He is a sought-after speaker on a wide variety of foreign policy issues. Ambassador Freeman is Chairman of the Board of Projects International, Inc., a Washington-based business development firm that specializes in arranging international joint ventures, acquisitions, and other business operations for its American and foreign clients. After his retirement from government, he served concurrently as co-chair of the United States China Policy Foundation, president of the Middle East Policy Council, and vice chair of the Atlantic Council of the United States. Chas Freeman is married to the Hon. Margaret Van Wagenen Carpenter. He has three children by a previous marriage, eight grandchildren, and two great grandchildren. Chas Freeman: Website - https://chasfreeman.net/ WTFinance: Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Gold Replaces Treasuries as Global 'Safe Haven' Asset with Andy Schectman 49:08
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Play Later Play Later Lists Like LikedInterview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Andy Schectman. Andy is the President of Miles Franklin Precious Metals Investments. During our conversation we discussed his current thoughts on the economy, why FED rate cuts aren't leading to lower yields, financial repression, BRICs and risk of a new axis of power, BRICS currency and more. I hope you enjoy! 0:00 - Introduction 1:40 - What is Andy current seeing in economy & markets? 12:54 - FED rates cutting, bonds increasing 14:37 - Financial repression 22:37 - BRICS and risk of a new axis? 38:00 - BRICS currency backed by gold 44:19 - One message to takeaway? Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business. Andy Schectman Website - https://www.milesfranklin.com/ Twitter - https://twitter.com/milesfranklinco LinkedIn - https://www.linkedin.com/in/andy-schectman-0895854/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Continued Rise of Private Equity with Ted Seides 32:03
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Play Later Play Later Lists Like LikedInterview recorded - 9th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ted Seides. You have probably heard Ted before as he is the founder of Capital Allocators, a podcast I very much enjoy and the author of the recently released book “Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals”. 0:00 - Introduction 1:47 - What does great capital allocation look like? 3:00 - Influence for writing the book? 4:28 - Why is private equity less understood? 7:53 - Difference between VC, private & public investing? 9:22 - Different types of PE 12:07 - Type of deals? 13:02 - Coming to the forefront? 15:32 - State of PE market? 17:32 - Challenge exiting? 20:40 - PE performance 12:20 - Interesting PE stories? 24:30 - Incentivising performance 26:10 - Negative stories? 27:50 - Final goal of PE? 28:38 - Where is the industry going? 29:45 - Carried gains tax 30:40 - One message to takeaway from book? Ted Seides, CFA is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. Ted launched the Capital Allocators podcast in 2017. The show reached 20MM downloads as of August 2024 and has been recognized as the top institutional investing podcast. Alongside the podcast, Ted created Capital Allocators Summits with friend and industry veteran Rahul Moodgal to bring together industry leaders to connect and learn. He developed Capital Allocators University to teach senior professionals non-investment disciplines that are essential to investment success. He also advises managers on business strategy and allocators on investment strategy. In March 2021, Ted published his second book, Capital Allocators: How the world’s elite money managers lead and invest that distills key lessons from the first 150 episodes of the podcast. In October 2022, he was honored as Citizen of the Year at With Intelligence’s inaugural Allocator Prizes. Ted is also the author of the recently released book "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals". Ted Seides: Website - https://www.capitalallocators.com/ Book - https://www.amazon.co.uk/Private-Equity-Deals-Dealmaking-Allocators-ebook/dp/B0CNW5P8N8/ LinkedIn - https://www.linkedin.com/in/tedseides WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Unemployment Rising as FED Panics with Clive Thompson 33:51
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Play Later Play Later Lists Like LikedInterview recorded - 22nd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks. During our conversation we spoke about the current state of the economy, FED weakening, decreasing interest rates, how the FED are losing control of the bond market, people are losing their jobs and more. I hope you enjoy! 0:00 - Introduction 1:40 - Currently seeing in the economy? 7:08 - FED seeing workforce weakness? 9:40 - Who is buying gold? 12:10 - Decreasing interest rates positive? 13:45 - FED losing control of bond market? 22:57 - Yield rising linked to debt? 25:54 - Underinvestment of precious metals 28:34 - What is happening with silver? 32:14 - One message to takeaway from conversation? Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies. Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families. Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance. Clive Thompson - LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/ Video - https://www.youtube.com/watch?v=L9aye4wQ8Ok WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Artificial Economy to Collapse with Gerald Celente 41:37
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Gerald Celente. Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal with a 40-year track record of identifying, tracking and forecasting trends During our conversation we spoke about the current outlook of markets, how it is a rigged game, killing peace deals, concentration of wealth, collapse of the economy, precious metals and more. I hope you enjoy! 0:00 - Introduction 0:47 - Current outlook 5:10 - Back to 2019 9:17 - Rigged game 12:10 - Killing peace deals 13:24 - How to help average person? 19:58 - Won’t give up without a fight 22:46 - Unemployment rising? 27:59 - Concentration of wealth 30:50 - Precious metals 37:04 - One message to takeaway? Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms. Gerald Celente - Journal - https://trendsjournal.com/ YouTube - @gcelente Twitter - https://twitter.com/geraldcelente WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 The Ukraine War Could Have Been Prevented with Michael von der Schulenberg 41:56
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Play Later Play Later Lists Like LikedInterview recorded - 18th of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming Michael von der Schulenberg. Michael has had a very interesting life, working for the United Nations and OSCE, including as UN assistant Secretary-General, in many of the world’s trouble spots, such as in Haiti, Afghanistan, Pakistan, Iran, Iraq, Syria, the Balkan, Somalia, Sierra Leone and the Sahel. Michael is now a member of the European Parliament. During our conversation we spoke about the current geopolitical turmoil, rejected Ukraine peace treaty, possibility of a ceasefire, NATO expansion towards Russia, EU regulation, the UN and how it hasn't lost its relevance. I hope you enjoy! 0:00 - Introduction 2:31 - Current view of geopolitics 4:11 - Peace treaty on the table 7:37 - Ceasefire 8:37 - NATO expansion influenced Russia? 10:09 - Biden impact wars 12:43 - BRICS pushing together 14:23 - EU isolating foreign policy 16:30 - EU risk of being isolated? 18:27 - EU government similar to China? 20:55 - EU regulation? 23:30 - Perfect European Union 29:50 - UN charter avoided war? 34:20 - UN lost its relevance? 40:35 - One message to takeaway from conversation? Michael von der Schulenburg, former UN Assistant Secretary-General, escaped East Germany in 1969, studied in Berlin, London and Paris and worked for over 34 years for the United Nations, and shortly the OSCE, in many countries in war or internal armed conflicts often involving fragile governments and armed non-state actors. These included long-term assignments in Haiti, Pakistan, Afghanistan, Iran, Iraq and Sierra Leone and shorter assignments in Syria, the Balkan, Somalia, the Balkan, the Sahel, and Central Asia. In 2017, he published the book On Building Peace – rescuing the Nation-State and saving the United Nations, AUP. Michael von der Schulenberg - Website - https://michael-von-der-schulenburg.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Weak Economic Data Converging as Recession Approaches with Jeff Snider 49:56
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Play Later Play Later Lists Like LikedInterview recorded - 21st of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider. Jeff is at the forefront of modern money and monetary science, specifically the Euro dollar market and its impact globally. He is also the host of the Eurodollar University. During our conversation we spoke about whether the economy is in a recession, the consumer struggle, why rate cuts don't do anything, bond market explosion, economic growth and more. I hope you enjoy! 0:00 - Introduction 1:30 - Is the economy in a recession or strong? 4:53 - What is below the surface of the economy? 9:35 - Consumers struggling 13:36 - Back to the mean? 17:01 - Average person to continue to struggle 21:18 - Rate cuts don’t do anything 26:53 - Fiscal spending help economy? 31:33 - Consumer sentiment drives economies 35:05 - Bond market explosion? 37:55 - Change occurs after breakages 44:20 - Economic growth 48:25 - One message to takeaway from our conversation? Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc. Jeff Snider - YouTube - @eurodollaruniversity Website - https://www.eurodollar.university/ Twitter - https://twitter.com/JeffSnider_AIP WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Unsustainable Government Spending Leading to Default? with Rick Rule 47:37
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Play Later Play Later Lists Like LikedInterview recorded - 16th of October, 2024 Rick Bootcamp - http://bootcamp.ruleclassroom.com On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about the outlook for the economy, the unaffordable pension plans, concentration of wealth, Trump tariffs, China's rise, base metals, resource underinvestment and more. I hope you enjoy! 0:00 - Introduction 1:08 - Rick’s outlook on the economy? 2:42 - Low interest rates that major driver? 9:22 - Governments can’t afford pensions 11:42 - What does future look like? 14:08 - Concentration of wealth 18:01 - Trump tariffs 20:10 - Will capital continue to be rewarded? 22:00 - Base metals 24:20 - China opaque credit 25:40 - Resource underinvestment 29:20 - Right return for project 31:00 - US Shale 35:22 - Miners to benefit? 38:10 - Resource M&A 39:55 - Cutting costs 42:00 - One message to takeaway from conversation? Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. Rick Rule - Twitter - https://twitter.com/RealRickRule LinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/ Website - https://ruleinvestmentmedia.com/ Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinance WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Reality to Hit as Historic Bubble Bursts with Michael Oliver 40:12
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Play Later Play Later Lists Like LikedInterview recorded - 14th of October, 2024 This interview was from a WTFinance podcast with Michael Oliver. Michael is a regular guest who is the founder of Momentum Structural Analysis. During our conversation we spoke about how the US is currently the largest market, why the FED won't be able to save it, precious metals and gold, whether silver will outperform this time, a debt crisis and more. I hope you enjoy! 0:00 - Introduction 0:16 - Hell in markets still on the cards in 2024? 4:20 - FED saved the day? 6:40 - Silver to outperform? 8:35 - Extended bond bear market? 11:50 - Flash crashes incoming? 15:30 - Trends keep increasing 18:20 - What is happening in China? 20:25 - Debt crisis? 25:16 - Commodity super cycle? 27:00 - Where does gold and commodities go? 31:10 - Miners to perform? 34:35 - One message to takeaway from conversation? J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism. Michael Oliver - Website - https://www.olivermsa.com/ Twitter - https://twitter.com/Oliver_MSA WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 China's Economic Rise Has Ended US Dominance with Warwick Powell 1:13:02
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Play Later Play Later Lists Like LikedInterview recorded - 3rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance. During our conversation we discussed China's rise, the current US-China relationship and how this has evolved, why China hasn't become more democratic, recent economic challenges, end of US Hegemony, recent fiscal stimulus and more. I hope you enjoy! 0:00 - Introduction 1:44 - Current US-China relationship and how has it got to this stage? 6:40 - When did trade tensions begin? 12:16 - Why has China not changed? 14:58 - What is China after? 19:52 - Impact of Real Estate markets? 32:31 - Can manufacturing capacity continue to grow? 39:40 - What influences West’s tariffs? 46:23 - Move to multipolar influence 54:58 - Picking geopolitical sides? 57:38 - Chinese fiscal support? 1:06:33 - Future support to be iterative 1:09:37 - One message to takeaway from conversation? Warwick began his career in academia, teaching Chinese history and European cultural history at Griffith University. He graduated with First Class Honours and is the recipient of the prestigious University Medal for Academic Excellence. Warwick was also awarded a Department of Foreign Affairs and Trade scholarship to undertake postgraduate studies at People’s University, Beijing. He deferred his studies to begin work for Kevin Rudd in the Queensland Government. He is the chairman and founder of Sister City Partners Limited, a not-for-profit investment bank focusing on developing links between regional Australia and the markets of Asia. Through this work, Warwick has experience in diverse industries including cattle and sheep production and processing, information and communication technology, infrastructure, energy, natural resources, travel and tourism and property development. He is a director of a number of funds management companies responsible for funds established under an ASIC-approved Australian Financial Services License. He is a member of the Central Highlands Accelerate Agribusiness Advisory Board and was the founding Treasurer of Innovation NQ Inc., a not-for-profit innovation incubator in North Queensland. He continues to teach professional courses in areas such as innovation, creativity, regional economic development and blockchain technology with James Cook University, QUT and Edith Cowan University. Warwick Powell: LinkedIn - https://au.linkedin.com/in/warwickpowell Substack - https://substack.com/@warwickpowell Twitter - https://x.com/baoshaoshan WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Central Banks Desperate Action to Avoid Currency Collapse with Matthew Piepenburg 53:39
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Play Later Play Later Lists Like LikedInterview recorded - 27th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG and critic of current monetary policy actions of central banks. During this conversation we spoke about his thoughts on the economy, why there is a debt trap, no expectation of real growth in the future, private vs public debt, calculating US Dollar devaluation, precious metals and more. I hope you enjoy! 0:00 - Introduction 1:42 - Current thoughts on the economy? 7:16 - Concentration of growth 12:38 - Private vs public debt crisis 26:31 - Calculating US Dollar devaluation? 32:26 - Can they decrease the deficit? 40:16 - Why nothing about gold or silver? 50:10 - One message to takeaway? Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001 Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ. The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). Along with Egon von Greyerz, Matthew is the co-author of Gold Matters, which offers an extensive examination of gold as an historically-confirmed wealth-preservation asset. Matthew Piepenburg - LinkedIn - https://linkedin.com/in/matthewpiepenburg Website - https://vongreyerz.gold/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Civil War, Global Conflict, Extreme Market Volatility & The Fourth Turning with Neil Howe 1:16:31
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Play Later Play Later Lists Like LikedInterview recorded - 25th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Neil Howe. Neil is the co-author of the ground breaking “The Fourth Turning” and author of the updated version of the book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End” which I had the pleasure of reading. During our conversation we spoke about the Fourth turning, the current political shifts, the challenges with democracy, nullification of governments, impact on markets, financial repression, risk of recession and more. I hope you enjoy! 0:00 - Introduction 3:19 - What is the Fourth Turning? 8:24 - Where are we in the cycle? 13:29 - Cycles increasing in time? 17:19 - Political shifts driven by leaders? 22:49 - Extreme centralisation during dictatorship 28:59 - What can be learnt from pushes to dictatorship? 34:40 - The issues with democracy? 38:40 - Five outrageous predictions 41:55 - What would succession look like? 46:30 - Nullification of the federal government 49:00 - Geopolitical brinkmanship 51:02 - How do Fourth turning impact markets? 54:30 - Financial repression 56:30 - Pre-empt and create anti-fragile systems? 1:00:25 - What is happening in the economy? 1:04:20 - What is the economic lag? 1:06:26 - Passive investing impacting 1:13:35 - One message to takeaway from our conversation? Neil Howe is an acclaimed historian, economist, and demographer and the bestselling author (with William Strauss) of The Fourth Turning, as well as over a dozen books on demographic and social change. The nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future—Howe is Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates, which serves hundreds of corporate, nonprofit, and government clients. He lives with his family in Great Falls, Virginia. Neil Howe - LinkedIn - https://www.linkedin.com/in/neilhowe/ Twitter - https://twitter.com/HoweGeneration Hedgeye - https://app.hedgeye.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 End of US Hegemony as World Decouples with Glenn Diesen 2:08
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Glenn Diesen. Glenn is a Norwegian political scientist and professor at the University of South-Eastern Norway. During our conversation we spoke about the current geopolitical outlook, US hegemon, risk of the collapse of the US hegemon, a multipolar war, increasing geopolitical tensions, economic optionality and more. I hope you enjoy! 0:00 - Introduction 1:03 - Current outlook on geopolitics? 2:56 - US hegemony being challenged? 4:04 - US hegemony and unipolar world 10:11 - World leaders seeing US as hypocrites? 19:27 - Could US have prevent challenge of hegemon? 24:09 - What is a multipolar world? 30:04 - Economic optionality for economies 35:56 - One message to takeaway from conversation? Professor Diesen is an academic, author, editor, and political commentator. His research focus is primarily on Russian foreign policy and the geoeconomics of Greater Eurasia and the emerging strategic partnership between Russia and China. Diesen’s latest books are The Ukraine War & the Eurasian World Order (2024); Russophobia: Propaganda in International Politics (2022), Europe as the Western Peninsula of Greater Eurasia: Geoeconomic Regions in a Multipolar World (2021); Russian Conservatism: Managing Change under Permanent Revolution (2021); Great Power Politics in the Fourth Industrial Rivalry: The Geoeconomics of Technological Sovereignty (2021); The Return of Eurasia (2021); Russia in a Changing World (2020); The Decay of Western Civilisation and Resurgence of Russia: Between Gemeinschaft and Gesellschaft (2018); Russia’s Geoeconomic Strategy for a Greater Eurasia (2017); and EU and NATO relations with Russia: After the collapse of the Soviet Union (2015). Glenn Diesen: X: https://twitter.com/Glenn_Diesen Substack: https://glenndiesen.substack.com/ YouTube: @GDiesen1 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 FED Powerless to Prevent Debt Trap with Alasdair Macleod 45:44
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Play Later Play Later Lists Like LikedInterview recorded - 10th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is the Head of Research for Goldmoney. We spoke about the risk of a debt trap, commodities, whether the FED can cut out of a recession, japanificarion, gold and more. I hope you enjoy! 0:00 - Introduction 1:43 - What is happening in the economy? 3:43 - Commodity crash linked to recession? 7:42 - Impact of low interest rates? 9:40 - Politicians to cut deficit? 14:45 - Private debt market to blow up? 18:55 - Can US/UK go way of Japan? 22:06 - Why is gold unloved? 23:26 - Flooding into precious metals? 31:56 - What does a building of a gold standard take? 39:20 - Only possible with commodity producing company? 42:11 - One message to takeaway from our conversation? Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences. Alasdair Macleod - GoldMoney - https://www.goldmoney.com/research Substack - https://alasdairmacleod.substack.com/ Twitter - https://twitter.com/MacleodFinance LinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Debt Addiction' to Crash Economy by 2027 with Mel Mattison 45:11
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Play Later Play Later Lists Like LikedInterview recorded - 9th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Mel Mattison. Mel is writer and financial services veteran, with 20 years in the realm of high finance. During our conversation we talked about Mel's outlook for the markets, higher inflation for longer, risk of economic collapse, social security, stock melt-up, which assets will perform and more. I hope you enjoy! 0:00 - Introduction 0:49 - Outlook on the macro and markets? 5:10 - Higher inflation for longer? 11:55 - Can government thread deficit needle? 15:28 - Risk of collapse? 21:30 - Social security into stocks? 24:20 - Increased volatility in the markets 30:51 - Stock melt-up? 34:49 - Dollar pain for global countries? 40:01 - Assets to perform post crash? 43:16 - One message to takeaway from conversation? For over twenty years, Mel has held key posts with both established asset managers such as Russell Investments and fast-growth startup firms like United Capital (acquired 2019 by Goldman Sachs). Since 2019, Mel has focused almost exclusively on private equity and the employee stock option financing space. He also founded the personal finance and wellness app, MoneyComb, in 2014. Seed funded by Duke University and incubated under leading behavioral economist Dan Ariely, MoneyComb quickly gained a reputation for innovative thinking about money and happiness: MoneyComb in WSJ. Having served as the CEO of three different FINRA and SEC registered broker-dealers, Mel has established himself as an expert in the operation of financial firms with an emphasis on broker-dealer formation, private placements, compliance, and scaling of digital operations. Mel holds an MBA with concentrations in investment and corporate finance from Duke University. He received his BA from Loyola University Chicago where he majored in philosophy, minored in English, and helped establish the school’s nascent men’s rugby program. Mel is also a Certified Financial Planner™ Professional and holds the CFP® designation. Mel Mattison: Website - https://www.melmattison.com/ X - https://twitter.com/MelMattison1 Book - https://www.amazon.com/dp/B0CK6WTGJV?ref_=cm_sw_r_cp_ud_dp_ZBJCM70F8RTF8WCETGYT WTFinance: Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Overleveraged Governments Fragile Under Bad Debt with John Rubino 35:08
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Play Later Play Later Lists Like LikedInterview recorded - 2nd of September, 2024 Substack - https://rubino.substack.com/ On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack. During our conversation we spoke about John's thoughts about the economy, interest rate cutting, another real estate credit event, similar to the 90's, milkshake theory, new standard currency, gold miners and more! 0:00 - Introduction 0:57 - What is John seeing in the economy? 2:46 - Interest rate cut to help? 5:15 - Another real estate credit event? 6:40 - Banks to benefit from interest rate cuts? 9:29 - Similar to the 90’s? 12:33 - Drawn out recession or flash crash? 17:48 - Thank you! 19:08 - Milkshake theory and the dollar? 21:57 - New standard currency? 25:14 - BRICS buying gold while West sells 30:36 - Gold miners? 33:13 - One message to takeaway from our conversation? John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022. John's newsletter provides actionable advice, based on a couple of premises: - The financial world is spinning out of control and will get considerably worse before it gets better. - There are things we can do to improve our odds of surviving and thriving as the chaos unfolds. John Rubino - Substack - https://rubino.substack.com/ LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Significant Capital Rotation as Global Investors Exit with Lyn Alden 53:16
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Play Later Play Later Lists Like LikedInterview recorded - 26th of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”. During our conversation we spoke about what is happening in the markets, rotation out of the US, which markets are investable, broadening US markets, energy, China and more. I hope you enjoy! 0:00 - Introduction 1:50 - What has happened the past few weeks in markets? 7:20 - International investors leaving US? 9:05 - International markets 11:10 - Which countries to benefit? 13:50 - Who benefits from rate cuts? 15:45 - Broadening of US market? 18:38 - Powell made right decision? 22:26 - Similarities to 90’s? 24:19 - Fiscal repression 29:50 - Interest payments impact on deficit? 32:28 - Solution for social securities? 36:03 - AI to fix outcomes? 37:58 - Energy shift 43:46 - Chinese manufacturing growth to continue? 46:13 - West less control over China? 48:32 - Chinese soft power 51:23 - One message to takeaway from our conversation? Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/ LinkedIn - https://www.linkedin.com/in/lynalden/ Twitter - https://twitter.com/lynaldencontact?lang=en WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 FED Cuts To Drive Liquidity and Markets Higher with Michael Howell 42:30
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Play Later Play Later Lists Like LikedInterview recorded - 27th of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy! 0:00 - Introduction 1:47 - Market flying? 5:04 - Anything else to pay attention to? 9:21 - Surprised by dollar drop? 11:34 - Liquidity cycle 18:15 - Majority of returns at beginning of liquidity cycle? 19:33 - Yellen fiscal dilemma? 23:17 - Treasury actions 32:11 - Bond yields to rise? 33:15 - Basel 4 financial repression 34:01 - Risk-on the current strategy? 35:35 - Industrial metals to benefit? 37:21 - Bitcoin/Gold de-correlating to markets? 40:01 - One message to takeaway from our conversation? Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income. Michael Howell - Website - https://crossbordercapital.com/ Twitter - https://twitter.com/crossbordercap LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Roaring Twenties' As Technology Productivity Soars with Ed Yardeni 40:59
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Play Later Play Later Lists Like LikedInterview recorded - 21st of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ed Yardeni. Dr Ed is the President of Yardeni Research. During our conversation we spoke about his thoughts on the economy, potential for it being a new roaring twenties, productivity, normalisation of growth, interest rate decisions, impacts on markets and more. I hope you enjoy! 0:00 - Introduction 1:40 - Thoughts on global economy? 4:40 - Why rolling recessions? 11:04 - Employment data revision? 13:08 - Illegal migration impact? 15:05 - Normalisation of growth? 17:16 - Interest Rates & Monetary policy 22:38 - FED for a day? 27:08 - Higher interest rates on deficit? 30:26 - 90’s soft landing again? 32:07 - What will the FED do? 34:05 - Which industries will perform well? 38:11 - One message to takeaway from conversation? Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. He was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C. Dr. Ed earned his PhD in economics from Yale University in 1976, having completed his doctoral dissertation under Nobel Laureate James Tobin. Previously, he received a master’s degree in international relations from Yale. He completed his undergraduate studies magna cum laude at Cornell University. Dr. Ed is frequently quoted in the financial press, including The Wall Street Journal, the Financial Times, The New York Times, The Washington Post, and Barron’s. He was dubbed “Wall Street Seer” in a Barron’s cover story. He appears frequently on CNBC, Bloomberg Television, and Fox Business. See Dr. Ed’s market calls as reported in the financial press. Dr Ed Yardeni: Website - https://yardeni.com/ Twitter - https://x.com/yardeni Quicktakes - https://www.yardeniquicktakes.com/ YouTube - @YardeniResearch WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 40% Stock Market Crash is Here with Simon Hunt 35:34
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Play Later Play Later Lists Like LikedInterview recorded - 26th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about the risk of a market crash in 2024, BRIC's currency, Global Cold/Hot War, financial system crisis and more. I hope you enjoy. 0:00 - Introduction 1:52 - Market crash in 2024? 9:01 - Control over the heartland? 13:13 - BRIC’s currency 19:30 - Republicans to cut spending? 21:16 - South China Sea 27:18 - Cold vs hot world war? 31:24 - Financial system correction? 34:09 - One message to takeaway from our conversation? Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996. Simon Hunt - Website - https://www.simon-hunt.com/ Email - simon@shss.com WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Collapsing Money Supply to Cause Recession in 2025 with Steve Hanke 37:26
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Play Later Play Later Lists Like LikedInterview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of hosting Steve Hanke. Steve H. Hanke is a professor of applied economics and founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at the Johns Hopkins University. During our conversation we spoke about Steve's economic outlook, the quantity theory of money, Hanke Golden Rule, US going into the recession, why FED's models are wrong, tariffs and more! 0:00 - Introduction 1:12 - Steve’s current outlook? 4:17 - What is causing the money supply shrinkage? 6:12 - What is the quantity theory of money? 10:12 - Why do central banks not look at money supply? 14:27 - Hanke Golden Rule 16:15 - Economic growth without money supply growth? 22:30 - US going into a recession? 23:52 - How bad could recession get? 25:38 - FED late to the party 26:44 - FED to change models? 27:36 - What economies is Steve positive about? 30:00 - Increasing tariffs impacts 32:20 - Impact of money supply on markets? 34:15 - One message to takeaway from conversation? Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China’s International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world’s third-most influential economics influencer by FocusEconomics in Barcelona, Spain. Steve Hanke: X - https://x.com/steve_hanke Bio - https://www.independent.org/aboutus/person_detail.asp?id=516 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Stagflation to Continue as the Economy Weakens with Bill Fleckenstein 38:56
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Play Later Play Later Lists Like LikedInterview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”. 0:00 - Introduction 1:07 - Economic and market outlook? 6:10 - Stagflation? 7:42 - GDP growth 10:02 - What has the FED had on the economy? 13:22 - QE & QT 15:42 - How can financial system be resolved? 18:48 - Where could inflation go? 21:13 - What could encourage asset appreciation? 25:38 - What is Bill watching to gauge markets? 26:42 - Long AI, Short Small cap 31:53 - What is driving dollar movements? 33:23 - Can Japan increase interest rates with debt level? 34:28 - How long does monetisation of debt last? 36:40 - One message to takeaway from our conversation? Bill Fleckenstein is president of Fleckenstein Capital, a money management firm based in Seattle. He writes a daily Market Rap column for his website, Fleckensteincapital.com, as well as the popular column Contrarian Chronicles for MSN Money. Bill Fleckenstein began writing a daily column on the Internet in 1996. Initially, the Market Rap was a daily recap of market events, with an added "Yes, but..." emphasis. "I quickly learned that the contrarian viewpoint was often misrepresented and under-reported. Since then, my daily column has always called it like I see it. I've tried to write the column in a way that even the novice investor can understand. I believe it's better to teach someone how to fish, rather than just give them an occasional fish." Bill Fleckenstein - Website: https://www.fleckensteincapital.com/ Twitter: https://x.com/fleckcap?lang=en WTFinance - Instagram -…
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1 Market Crash Catalyst for Recession? with Julian Brigden 41:02
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Play Later Play Later Lists Like LikedInterview recorded - 18th of July, 2024 On this episode of the WTFinance I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner. During our conversation we spoke about Julian's thoughts on the economy, recession on the horizon, why market crash could be a catalyst for recession, hyperfinancialisation, volatility in bubble, dollar, treasuries and more. I hope you enjoy! 0:00 - Introduction 1:25 - Julian’s thoughts of the economy? 6:50 - Recession on the horizon? 9:10 - Linked to the 1960’s? 11:50 - Government pressure of central banks? 15:10 - Service inflation always been high? 17:30 - Unemployment coming through? 21:26 - Similarities to great recession? 26:31 - Volatility in bubbles 29:03 - Why no rotation? 31:59 - What impact on fixed income & dollar? 34:31 - Where do the dollars go? 37:41 - Relatively bullish on surplus markets? 38:51 - One message to takeaway from our conversation? Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners’ research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian’s primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a result, the economy has closed the output gap and is in danger of overheating. Together with inflation, Julian believes that this means the Fed needs to rapidly tighten policy while slowing growth. As rates rise and the balance sheet shrinks, the risks to very overvalued asset prices, especially stocks, will rise. He then stated that in Europe, as the impact of Omicron fades and the inventory cycle surges, the ECB will need to raise rates, which will add to the pressure in global bond markets. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals. Julian - Website - https://mi2partners.com/ Twitter - https://twitter.com/JulianMI2 LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Excessive Tightening To Initiate Historic Recession with Danielle DiMartino Booth 24:31
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Play Later Play Later Lists Like LikedInterview recorded - 18th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about her outlook for the economy, unemployment and whether it could stick, how bad could the recession be and more. I hope you enjoy. 0:00 - Introduction 1:44 - Outlook for the economy? 3:15 - Unemployment going to stick? 5:35 - Is the economy soft? 6:40 - What will FED do? 9:45 - Further fiscal deficit? 12:30 - Both parties to increase fiscal spending? 13:30 - How bad could the recession be? 17:55 - Are interest rates really high? 18:23 - Trust the economic numbers? 20:50 - Bonds back to safe haven? 22:05 - One message to takeaway from conversation? DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Danielle DiMartino Booth - Website - https://quillintelligence.com/ Twitter - https://twitter.com/DiMartinoBooth YouTube - @DanielleDiMartinoBoothQI WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 The Economic Downturn Is Here with Professor Richard Wolff 34:26
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Play Later Play Later Lists Like LikedInterview recorded - 9th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Professor Richard Wolff. Richard is a well-known critic of an alternative contemporary economic system, host of the Economic Update and Founding Director of Democracy at work. During our conversation we spoke about his thoughts on the economy, why the US may not be the strongest economy, causes of economic inequality, direction of travel and more. 0:00 - Introduction 1:30 - Richard’s outlook on the economy? 4:34 - United States strongest economy? 9:56 - Side-effect of one world power? 12:41 - Challenge with bureaucracy 17:02- Causes of inequality? 24:27 - Globalisation of wealth 27:22 - What is the direction of travel?? 32:52 - One message to takeaway from our conversation? Richard D. Wolff is Professor of Economics Emeritus, University of Massachusetts, Amherst where he taught economics from 1973 to 2008. He is currently a Visiting Professor in the Graduate Program in International Affairs of the New School University, New York City. Earlier he taught economics at Yale University (1967-1969) and at the City College of the City University of New York (1969-1973). In 1994, he was a Visiting Professor of Economics at the University of Paris (France), I (Sorbonne). Wolff was also regular lecturer at the Brecht Forum in New York City. Prof Wolff is the co-founder of Democracy at Work and host of their nationally syndicated show Economic Update. Professor Richard Wolff: Democracy at work: https://www.democracyatwork.info/ Website: https://www.rdwolff.com/ X: https://x.com/profwolff YouTube: @RichardDWolff WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Beware of Shifting Tide, Risk of Big Crash with Dave Collum 53:38
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Play Later Play Later Lists Like LikedInterview recorded - 8th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Collum. David is a Professor of Organic Chemistry and leading thinker on markets and the larger world around us. During our conversation we spoke about Dave's thoughts about the world, why he is still bearish, governments can't afford pensions, shift from boomers to millennials, societal shifts, what has surprised David, Biden and more. I hope you enjoy! 0:00 - Introduction 1:28 - Dave’s overview of the world? 2:53 - Why is Dave still bearish? 5:37 - Definite bust or potential for small pullback? 7:08 - What will Dave be watching for catalyst? 9:43 - Governments can’t afford pensions 15:28 - Shift from boomers to millennials 23:28 - Societal shifts? 26:10 - What has surprised David? 30:56 - Lag for interest rate cuts to kick in 31:56 - President Biden 39:04 - Next Democrat Candidate? 41:36 - Numen next Bernie Sanders? 44:46 - Dave’s portfolio 50:04 - One message to takeaway from conversation David Collum received a BS in biology from Cornell in 1977 and an MA, MS, and PhD in chemistry from Columbia University in 1980. Dave currently is the Betty R. Miller Professor of Chemistry at Cornell University. While at Cornell Dave has served as Director of Undergraduate Studies, Director of Graduate Studies, associate chairman, and chairman while running a research program in organic chemistry for forty years, which include collaborations with a host of large-cap pharmaceutical companies exemplified by Merck and Pfizer. In recent years he has become interested in the interface where politics and markets meet. He compiles an annual Year in Review, does several dozen podcasts per year, and occasionally stirs up trouble on more mainstream media sources. Dave Collum - Twitter - https://twitter.com/davidbcollum?s=21&t=xvXQIRnoZm5mxXw68trHEQ Year in Review - https://peakprosperity.com/2022-year-in-review-all-roads-lead-to-ukraine/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Economic Bifurcation Perplexing FED with Liz Ann Sonders 36:59
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Play Later Play Later Lists Like LikedInterview Recorded - 20th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Liz Ann Sonders. Liz Ann is Managing Director, Chief Investment StrategistCharles Schwab & Co., Inc. During our conversation we spoke about her outlook for markets, the bifurcation of the economy, why the FED were hawkish, immigration, what does this mean for markets and more. I hope you enjoy! 0:00 - Introduction 1:55 - Outlook on economy and markets? 5:26 - Why is economy bifurcated? 8:03 - The K economy 10:53 - Services inflation always high? 3:53 - Why have FED been hawkish? 17:45 - What will FED need to see to cut? 18:53 - Don’t trust payroll data 21:55 - Challenge of measuring immigration impact 23:15 - GDP per capital 24:50 - What does this mean for markets? 28:15 - Outcome of low interest rates and zombie companies? 31:00 - What will happen in markets? 33:10 - QT to continue? 34:00 - One message to takeaway from our conversation? Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo! Finance, Fox Business News, and the Schwab Network. Barron's has named her to its "100 Most Influential Women in Finance" every year since the list's inception, and Investment Advisor has included her on the "IA 25," its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named "Best Market Strategist" by Kiplinger's Personal Finance and one of SmartMoney magazine's "Power 30." Liz Ann has also been named to Forbes' 50 Over 50. In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware. Liz Ann Sonders Website - https://www.schwab.com/learn/author/liz-ann-sonders Twitter - https://x.com/lizannsonders?s=21&t=vCJTBKSb-nIJ8eFKe0YAxg LinkedIn - https://www.linkedin.com/in/lizannsonders?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Economic Catastrophe as Governments Destroy Average People with Marc Faber 36:47
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Play Later Play Later Lists Like LikedInterview recorded - 13th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether the economy is still in a recession, inflation, precious metals, the collapse of empires, Russia & China, market crash risk and more. I hope you enjoy! 0:00 - Introduction 1:39 - Still in a recession? 5:27- Linked to inflation? 6:24 - Spiralling out of control? 10:13 - Platinum 10:54 - Precious metals 13:25 - Cost of debt collapsing empires 14:45 - Russia & China 17:14 - Trade challenges 19:55 - Recession and market crash? 24:27 - Unloved investments? 30:02 - Miners unloved 31:56 - One message to takeaway? Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach. Marc Faber - Website - https://www.gloomboomdoom.com/ Twitter - https://twitter.com/gloomboomdoom?lang=en LinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Weak Data Suggesting Economy is Rolling Over with Louis-Vincent Gave 41:45
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Play Later Play Later Lists Like LikedInterview recorded - 12th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Louis-Vincent Gave. During our conversation we spoke about Louis' outlook for global markets, why growth could remain strong with higher inflation, what this means for commodities, whether the Chinese economy has bottomed, Yen weakness and more. I hope you enjoy! 0:00 - Introduction 1:55 - Outlook on global markets? 4:32 - Pullback in emerging markets? 10:45 - Economic sentiment starting to change? 13:35 - FED cut on table? 15:01 - Markets increase when cut? 17:01 - Will inflation remain high? 19:23 - China bottom? 27:07 - China to be smarter with investment? 31:02- Chinese Yuan further depreciation? 33:17 - Yen to continue to be weak? 35:19 - What would change Louis perspective? 37:42 - One message to takeaway from conversation? After receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis left the army and joined Paribas where he worked as a financial analyst—first in Paris, then in Hong Kong. Louis left Paribas in 1998 to launch Gavekal with his father Charles and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth, and that consequently Gavekal needed to offer its clients more information, and more ideas, relating to Asia. Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade. Louis speaks English and French. He spent many hours studying Mandarin and Spanish, which he once spoke decently. He is married with two sons and two daughters. Louis-Vincent Gave: Website - https://research.gavekal.com/ Twitter - https://x.com/gave_vincent WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Economic Crisis "Much Worse than 2008" Imminent with Henrik Zeberg 40:28
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Play Later Play Later Lists Like LikedInterview recorded - 4th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. During our conversation we spoke about Henrik's current thoughts on markets, why bull market could extend to September, what this means for his portfolio, risk of an economic crisis "much worse than 2008" and more. I hope you enjoy! 0:00 - Introduction 0:54 - Current thoughts about markets? 2:30 - What has changed outlook? 5:20 - Prolonged bull market? 8:17 - Key economic indicators? 12:31 - Similar to end of 2022? 16:17 - Repeat of 2008? 21:27 - Exposure to high beta 24:18 - Crypto price targets? 24:33 - meme stock trend 28:05 - Position after top? 30:14 - Thoughts on precious metals? 32:58 - What happens after crash? 37:30 - One message to takeaway from our conversation? Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website. Henrik Zeberg - Newsletter - https://www.thezebergreport.com/ Twitter - https://twitter.com/HenrikZeberg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Energy Remains “Historically Undervalued” with Adam Rozencwajg 46:46
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Play Later Play Later Lists Like LikedInterview recorded - 29th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates. During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy. 0:00 - Introduction 0:42 - Overview of energy markets? 1:31 - Adam bullish on US natural gas 10:33 - What does this mean for global LNG markets? 14:53 - No LNG supply glut 20:21 - Oil markets and peak oil 26:05 - New oil to replace US? 28:52 - Still bullish on Uranium & Nuclear? 31:21 - How is Adam positioned? 38:03 - Silver have similar trend to Gold? 39:57 - Copper outlook? 44:30 - One message to takeaway from conversation? Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors. Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder. Adam Rozencwajg - Website - https://www.gorozen.com/ Twitter - https://twitter.com/Go_Rozen LinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Historic Stock Market Rally In Progress with David Hunter 36:47
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Play Later Play Later Lists Like LikedInterview recorded - 30th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy! 0:00 - Introduction 1:46 - Current outlook of markets? 4:11 - What caused David to update catalyst? 7:48 - Inflation? 10:50 - Disconnect between the economy and markets? 12:57 - Bearish sentiment? 14:45 - Russell 2000 to outperform? 19:16 - Institutions hedging with precious metals? 22:51 - Everything bubble? 25:01 - Which industries to benefit? 28:19 - Crypto to also perform? 29:36 - Geopolitical risk? 31:56 - Views on the US election? 33:34 - One message to takeaway from our conversation? David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager. David Hunter - Twitter - https://twitter.com/DaveHcontrarian LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Hell In Markets For Rest of 2024 with Michael Oliver 38:58
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Play Later Play Later Lists Like LikedInterview recorded - 13th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver - Founder of Momentum Structural Analysis. During our conversation we spoke about Michael's thoughts about the markets, why there is continued stress, what is happening with bonds, what assets will perform and more! 0:00 - Introduction 0:49 - What is Michael currently seeing in markets? 8:42 - Largest companies holding up indexes. Will they remain stable? 17:01 - Has cutting rate/QE been good for equities? 19:02 - What happens when bond prices decrease? 24:07 - What will happen with bonds? 28:53 - One message to takeaway from our conversation? J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism. Michael Oliver - Website - https://www.olivermsa.com/ Twitter - https://twitter.com/Oliver_MSA WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Extreme Debt Levels to "Wipe out Middle Class" with Michael Pento 27:06
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Play Later Play Later Lists Like LikedInterview recorded - 7th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to invest across an inflation/deflation and economic cycle spectrum. The 20-component model is used to determine the two most important factors when it comes to successful investing: the second derivatives of growth and inflation. 0:00 - Introduction 2:07 - Current outlook on the markets? 4:49 - Why is economy looking strong? 7:25 - Global economy 9:47 - FED have to drive economy into ground? 10:51 - Surprised that FED is dovish? 18:28 - How is Michael positioning himself? 20:18 - What will the FED do? 24:35 - One message to takeaway from our conversation? Michael Pento - Website - https://pentoport.com/ Twitter - https://twitter.com/michaelpento?lang=en LinkedIn - https://www.linkedin.com/in/michael-pento-a1882917b/ WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Cheap Energy Helping to Avoid Recession? with Doomberg 37:32
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Play Later Play Later Lists Like LikedInterview recorded - 19th of April, 2024 On this episode of the WTFinance podcast I had the pleasure to welcome back Doomberg. During our conversation we spoke about the current geopolitical situation, why this is highly inflating oil prices, how oil would be $50 without war, in-depth analysis of the gas markets, the US energy miracle and more. I hope you enjoy! 0:00 - Introduction 2:57 - What does the current geopolitical factors mean? 6:04 - How have we gotten into the geopolitical mess? 8:37 - Missiles and drones are a positive outcome? 10:37 - Who are the good guys? 12:17 - What does this mean for energy? 15:54 - Could oil be lower than $55 with no oil? 20:02 - Is there a tight gas market? 23:21 - Will prices for gas go lower? 27:30 - What happens during a bifurcation of the global economy? 28:04 - Low energy help prevent recession? 31:14 - What impact will data centres have on electricity? 34:59 - One message to takeaway from our conversation? The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack. This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations. Read their full bio here - https://doomberg.substack.com/about Doomberg - Substack - https://doomberg.substack.com/ Twitter - https://twitter.com/DoombergT WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Debt Crisis Inflating Assets Higher with Clive Thompson 44:29
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Play Later Play Later Lists Like LikedInterview recorded - 17th of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive's entire career was in wealth management, mainly Swiss private banking. This provides him a unique insight into central banks. During our conversation we spoke about why we didn't experience a banking crisis in 2023, whether it could be a risk moving forward, governments getting poorer while someone else is getting richer, stickier than expected inflation, financial repression, precious metals and more. I hope you enjoy! 0:00 - Introduction 2:16 - Should we be worried about further banking crisis? 11:21 - Light at end of the tunnel darkening? 13:20 - Maybe long end of yield curve to increase further 15:01 - Stickier than expected inflation? 16:31 - Banks under more pressure? 28:33 - FED and other central banks moving to financial repression? 33:36 - Is this why we’ve seen an increase in precious metals? 43:33 - One message to takeaway from our conversation? Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies. Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families. Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance. Clive Thompson - LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/ Video - https://www.youtube.com/watch?v=L9aye4wQ8Ok WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Market Fears Runaway Inflation Causing Financial Crash with Larry McDonald 41:39
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Play Later Play Later Lists Like LikedOriginal Interview - 16th of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Larry McDonald. Larry is the Founder of the Bear Trap Report and author of the recently released book “How to listen when markets speak”. During our conversation we spoke about his book, why global inflation could be higher for longer, back to the 60's/70's, the commodity supercycle, debasement of the US Dollar, sanctions, China growth is coming back and more. I hope you enjoy! Buy the book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495 0:00 - Introduction 1:26 - Influence for writing the book? 3:06 - Current views of macroeconomics? 5:06 - Global inflation 8:03 - Things going back to 60’s/70’s? 12:01 - What influenced the 40 year bubble? 13:11 - Austerity in the US during the 2010’s 15:31 - Why haven’t we experienced a crash? 20:03 - Commodity bull market to push economy into recession? 21:43 - Secular shift? 23:24 - Examples of financial repression? 25:19 - Debasing the US Dollar? 27:14 - Sanctions 28:04 - Commodity countries to benefit? 31:24 - More power to OPEC+? 33:07 - US has never produced more energy 34:24 - China growth is coming back 36:24 - Most surprising aspect of researching for the book 39:54 - One message to takeaway from our conversation? New York Times bestselling author. Our latest -- "When Markets Speak" -- on sale date from our publisher Penguin Random House is March 26th. Our first book - “A Colossal Failure of Common Sense” is ranked by the CFA Institute in the "Top 20" Books All-Time in Finance. Now one of the bestselling business books in the world, it's translated into 12 languages with over 750,000 copies sold. Right behind PIMCO, Lawrence McDonald is the #2 influencer in the world in Fixed Income by http://www.rightrelevance.com/ - Join our nearly 120k followers on Twitter @convertbond . Managing Director, former U.S. Macro strategy head at Societe Generale. As one of the leading risk managers and market strategists today, Larry is a frequent contributor to Bloomberg, CNBC, MSNBC, and Fox Business. Notably, Larry was a special advisor to the Financial Crisis Inquiry Commission and appeared in the Academy Award-winning documentary, “Inside Job." Larry has delivered over 160 keynote speeches in 20 countries. He details the complexities of Lehman, why it was allowed to fail, and the aftershocks that have rocked the global economy, and continue today. From 2004- 2008, Larry was head of the Distressed Debt & Convertible Securities Trading group at Lehman. He ran an extremely successful joint venture between the firm’s fixed income and equity division. Larry was considered one of the firm's most profitable traders. Featured is his global bestseller, during the 2007-2008 period, he led his team in bets against the subprime mortgage crisis, netting over $100m in profits for the doomed firm. Larry McDonald: Website - https://www.thebeartrapsreport.com/ LinkedIn - https://www.linkedin.com/in/convertbond/ Book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Speculative Euphoria Fuelling Extreme Valuations with Jesse Felder 46:32
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Play Later Play Later Lists Like LikedInterview recorded - 1st of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jesse Felder. Jesse is the Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about Jesse's thoughts on the markets, why we will have a recession, society of speculators, the everything bubble, economic data to watch, how is Jesse positioned and the potential for a commodity supercycle. I hope you enjoy! 0:00 - Introduction 1:31 - Overview of economy and markets 3:41 - Why will we have a recession? 6:14 - Bullish sentiment 9:36 - Titanic signal? 10:41 - What would you compare current market to? 13:52 - What is driving market inflows? 15:30 - Society is becoming more speculative 20:03 - Pressure on Asset Managers 23:27 - Everything bubble? 28:59 - Economic data to watch? 31:38 - Nvidia the stock to watch? 33:27 - Semiconductor arms race 35:13 - How is Jesse looking to position? 38:36 - Recession impact commodities? 40:31 - Production glut in Natural Gas? 43:45 - One message to takeaway from our conversation? Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. Jesse Felder - Felder Report - https://thefelderreport.com/ Twitter - https://twitter.com/jessefelder WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Governments Sleepwalking into Debt Trap with Alasdair Macleod 38:32
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Play Later Play Later Lists Like LikedInterview recorded - 3rd of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod - Head of Research for Goldmoney. During our conversation we spoke about how the FED have lost control, what this means for inflation and interest rates, the potential bond yield blowout, why the system hasn't collapsed yet, gold to continue to go higher and more. I hope you enjoy! 0:00 - Introduction 1:39 - Overview of markets 3:38 - What influenced stop of bond yield blowout? 6:57 - Financial repression to save system? 8:22 - Onshoring to benefit US? 9:42 - Why has system not collapsed yet? 11:20 - No strong economy challenging the US? 14:57 - What is behind the rise in gold? 19:12 - Shift in what credit buys you? 22:00 - Speculators benefit from currency depreciation 23:15 - Real assets to benefit? 28:13 - Other commodities to benefit? 30:45 - China indebted? 35:59 - One message to takeaway from our conversation? Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences. Alasdair Macleod - Substack - https://www.goldmoney.com/research GoldMoney - https://alasdairmacleod.substack.com/ Twitter - https://twitter.com/MacleodFinance LinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Strong Economy Narrative Is Farcical! with Matthew Piepenburg 51:10
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Play Later Play Later Lists Like LikedInterview recorded -1st of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG. During our conversation we spoke about what is currently happening in the economy, why speculators are the only ones making money, no alternative to the US Dollar, Financial repression, wealth divide and more. I hope you enjoy! 0:00 - Introduction 1:45 - What is currently happening in the economy? 5:57 - Debt owned by bottom 50% 13:25 - Speculators the only ones making the money? 18:22 - No alternative to the US Dollar 28:22 - Strong US Dollar moving forward in short-term? 33:23 - Potential for Financial Repression? 37:33 - Is there away out of the current crisis? 40:19 - How do you get rid of the wealth divide? 45:00 - Last question to takeaway from podcast? Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001 Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ. The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). Along with Egon von Greyerz, Matthew is the co-author of Gold Matters, which offers an extensive examination of gold as an historically-confirmed wealth-preservation asset. Matthew Piepenburg - LinkedIn - https://linkedin.com/in/matthewpiepenburg Website - https://vongreyerz.gold/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Market Turbulence in Coming Months Before Rebound with Michael Howell 51:53
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Play Later Play Later Lists Like LikedInterview recorded - 26th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell. Michael is the CEO of CrossBorder Capital. During our conversation we spoke about Michael's outlook for liquidity, global central bank outlook, why interest rates are not always important, positive outlook for markets in the long term, deficit challenges, assets to perform and more. I hope you enjoy! 0:00 - Introduction 1:30 - What is Michael’s outlook on liquidity? 4:25 - What is the difference between taxes this year? 8:55 - Global central bank outlook 13:35 - Tax income lower than expected? 20:00 - Why is Japanese Yen still weak? 24:51 - Global Liquidity Slides - why is interest rate not important? 34:28 - Positive outlook for markets? 36:16 - Chinese liquidity scenario 43:08 - Does China have to devalue? 46:03 - Deficit challenges globally 47:23 - Assets to perform in current liquidity situation 49:48 - One message to takeaway from our conversation? Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income. Michael Howell - Website - https://crossbordercapital.com/ Twitter - https://twitter.com/crossbordercap LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Central Banks Continue to Buy Gold After Weaponization of Dollar with Rick Rule 37:25
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Play Later Play Later Lists Like LikedInterview recorded - 19th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about the weaponization of the US dollar, Central Banks buying gold, gold price bonanza, whether gold could go to $8000, which commodities benefit and more! 0:00 - Introduction 1:12 - Outlook on commodity markets? 4:08 - Will India and other markets grow as fast as China? 6:29 - Which commodities benefit? 9:35 - LNG glut coming online in coming years? 12:16 - More energy required 13:26 - Nuclear to be the best performing clean energy investment? 17:23 - What impact does demand have on Uranium? 19:55 - Is nuclear the future of energy? 21:10 - What is happening in precious metals? 24:20 - Evidence of central banks buying gold? 26:17 - When will gold price go up? 28:42 - Why have Gold Miners not appreciated? 32:43 - How is Rick’s positioned? 34:15 - One message to takeaway from our conversation? Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. Rick Rule - Twitter - https://twitter.com/RealRickRule LinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/ Website - https://ruleinvestmentmedia.com/ Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinance WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Recession Still on Horizon Despite Market Strength with David Rosenberg 50:58
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Play Later Play Later Lists Like LikedInterview recorded - 19th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates. During our conversation we spoke about why the recession is still on horizon despite market strength, whether we're in a new economy, whether the FED are taking the right action, unwinding of private credit markets, which assets to perform and more! 0:00 - Introduction 2:14 - Why have we not seen a recession yet? 4:32 - Are we in a new economy since COVID? 12:12 - Will recession impact markets? 17:55 - Are higher interest rates stimulatory? 25:22 - Recession is not about if, but about when 27:32 - Atlanta FED GDP predictions quite accurate 32:02 - What should the FED be doing? 33:52 - FED cutting bullish scenario? 35:37 - Unwinding of private credit markets? 41:22 - Which assets to perform? 48:07 - One message to takeaway from our conversation? David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. David Rosenberg - Website - https://www.rosenbergresearch.com/ Twitter - https://twitter.com/EconguyRosie LinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Another FED Error As Powell Won't Cut Rates? with Jim Bianco 48:28
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Play Later Play Later Lists Like LikedInterview recorded - 12th of March, 2024 On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch . During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned himself. I hope you enjoy! 0:00 - Introduction 1:47 - Economy and markets in next 6/12 months 4:00 - What would it take for Powell to cut? 6:38 - What impact does liquidity have on the FED’s actions? 9:20 - How does election provide Powell with less options? 12:55 - What are the main drivers of US economic strength? 18:38 - Economy is strong, but average person is struggling. Why? 21:30 - Boomers continuing to spend 25:05 - What trends will be driving continue economic strength? 28:30 - Onshoring in the US 30:13 - What impact would no change in interest rates have on stock market? 35:55 - Powell hedging his bets? 37:05 - What happens if Powell cuts? 39:40 - Could 3% inflation and 5% interest rates be ok? 42:08 - Fixed vs variable mortgages 43:25 - How will you position yourself? 47:00 - One message to takeaway from our conversation? Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989). Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ ETF: https://www.biancoadvisors.com/ X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbutton LinkedIn: https://www.linkedin.com/in/james-bianco-117619152/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn TikTok - https://vm.tiktok.com/ZMeUjj9xV/ iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Strong Rally to Continue as Retail Investors Surge Into Markets with Chris Vermeulen 35:27
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Play Later Play Later Lists Like LikedInterview recorded - 27th of February, 2024 Why could the bull market continue for a few more months? What could be the catalyst for institutions to start selling stocks? Outlook on Nvidia, Meta, US dollar and Uranium? We spoke about this and more with Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. 0:00 - Introduction 1:48 - What is Chris currently seeing in the markets? 7:29 - Double top in the near future? 9:51 - What would make Chris bearish? 13:18 - Bearish shift? 14:44 - Nvidia & Meta? 19:43 - What would it take for Chris to turn short? 21:58 - Risk of 50% drawdowns on S&P? 23:58 - US Dollar 26:33 - Uranium 28:08 - Catalyst for switching back to stock market after bottom? 30:13 - Chris’ technical analysis approach 34:08 - One message to takeaway from our conversation? Chris Vermeulen is a visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“ Chris’s journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s. His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets. Chris’s innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital. Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry. Chris Vermeulen - Website - https://thetechnicaltraders.com/ Twitter - https://twitter.com/TheTechTraders YouTube - @TheTechnicalTraders WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Stock Market is Really Expensive with Ted Oakley 30:13
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Play Later Play Later Lists Like LikedOriginal Interview - 20th of February, 2024 On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of @OxbowAdvisors . During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy! 0:00 - Introduction 0:47 - What is Ted seeing in the markets? 1:48 - Negative news currently coming out? 2:33 - Did the FED make a mistake in October? 3:54 - What do market tops look like? 5:34 - Hard to imagine more fiscal support 6:17 - How should FED act? 7:22 - Where does Ted see markets in 3-6 months? 9:27 - Was 2022 a bear market? 12:44 - Was the last year a bull market? 12:54 - Main street struggling while Wall Street thriving 14:27 - How has consumer kept head above the water? 16:27 - Largest drivers continuing to grow, is this time different? 19:07 - What would Ted see to change perspective on bull market? 21:25 - What would Ted own? 22:34 - Concern of oil saturation? 24:03 - Where will economy be in 2025? 26:01 - Does Ted take into account the election? 28:27 - One message to take away from our conversation? Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. Ted Oakley - Website - https://oxbowadvisors.com/ Twitter - https://twitter.com/Oxbow_Advisors LinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/ YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 The Global Financial System is Broken with Lyn Alden 44:48
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Play Later Play Later Lists Like LikedInterview recorded - 12th of February, 2024 On this episode of the WTFinance I had the pleasure of speaking with Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”. Buy the book here - https://www.amazon.co.uk/Broken-Money-Financial-System-Failing-ebook/dp/B0CGNVNXK2/ During this conversation we spoke about what Lyn is currently seeing in the macro environment, the push and pull of fiscal & monetary policies, why stocks are at all-time highs, whether we could be moving into a crack-up boom scenario and more! 0:00 - Introduction 1:20 - What is Lyn seeing in Macro? 4:55 - Push and Pull of Fiscal & Monetary policy 8:00 - What prevented liquidity crunch last year? 10:35 - What others tools do they have for liquidity? 12:26 - Future liquidity scenarios? 15:40 - Reducing interest rates while continuing QT? 17:16 - Why is the stock market at all time highs? 19:09 - What assets to perform? 21:45 - Crack up boom? 22:48 - Can US continue deficits? 25:05 - Could the US move to austerity? 28:10 - Deflation vs higher inflation 29:50 - Why is our financial system failing us? 33:50 - CBDC a risk? 37:10 - What impact does higher energy costs have on blockchains? 39:29 - Outlook for Crypto & Bitcoin in 2024? 42:40 - One message to takeaway from our conversation? Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/ LinkedIn - https://www.linkedin.com/in/lynalden/ Twitter - https://twitter.com/lynaldencontact?lang=en WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Avalanche of Job Losses, FED Driving Economy into Recession with Danielle DiMartino Booth 26:13
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Play Later Play Later Lists Like LikedInterview recorded - 5th of February, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about Danielle's thoughts on the markets, what the recent job losses mean for the economy, whether the economy is currently on its last legs, could commercial real estate be another credit event catalyst and what this means for the FED in 2024. I hope you enjoy! 0:00 - Introduction 1:30 - What is Danielle thoughts about the economy? 3:55 - Already in a recession? 4:45 - Where will interest rates go? 6:00 - Is Powell making a mistake? 7:00 - US going the way of China? 8:40 - A job hasn’t been created until February 2023? 12:20 - Will Powell make bigger cuts? 14:10 - Is Powell looking at leading indicators? 14:52 - Any unique data points? 15:50 - Commercial Real Estate - a catalyst for another credit event? 18:40 - What would Danielle do as Chairperson of the FED? 20:43 - Cut interest rates while continuing QT? 22:22 - Which assets could perform during 2024? 25:00 - One message to takeaway from conversation? DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Danielle DiMartino Booth - Website - https://quillintelligence.com/ Twitter - https://twitter.com/DiMartinoBooth YouTube - @DanielleDiMartinoBoothQI WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Simon Hunt - Market Crash in 2024 to Force Central Banks to Act 26:30
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Play Later Play Later Lists Like LikedInterview recorded - 29th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about whether an economic depression is on the horizon, catalyst for a deflation, debt driven growth in China, risk of conflict and more! 0:00 - Introduction 1:45 - Economic Depression on Horizon? 9:10 - Catalyst for deflation? 10:40 - Geopolitics escalating to the point of a global conflict? 13:00 - Can China still be a threat to the US? 15:25 - Debt driven growth in China? 18:10 - BRICs vs the world? 21:50 - What impact will conflict have on the economy? 23:15 - What assets will perform during this period? 24:50 - One message to takeaway from our conversation? Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996. Simon Hunt - Website - https://www.simon-hunt.com/ Email - simon@shss.com WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Mass Bankruptcies on the Horizon? with John Rubino 40:38
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Play Later Play Later Lists Like LikedInterview recorded - 19th of January, 2023 Substack - https://rubino.substack.com/ On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack. During our conversation we spoke about whether good news is bad for the markets, Deja vu of back end of 2022, unwinding of 40 years of economic exuberance, mass bankruptcies, whether the FED has pivoted and if US government obligations can be repaid. I hope you enjoy! 0:00 - Introduction 1:11 - What is John seeing in economy & markets in 2024? 6:12 - Is bad news good news for the markets? 9:34 - Deja vu, similar to end of 2022? 12:32 - Unwinding of 40yrs of Exuberance? 15:24 - Mass Bankruptcies 19:37 - What drove inflation the past few years? 22:39 - Has the FED pivoted? 26:24 - Trump hostile to FED 28:59 - Large deficits for foreseeable future 31:14 - Can the obligations been paid for? 38:59 - One message to takeaway from our conversation? John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022. John's newsletter provides actionable advice, based on a couple of premises: - The financial world is spinning out of control and will get considerably worse before it gets better. - There are things we can do to improve our odds of surviving and thriving as the chaos unfolds. John Rubino - Substack - https://rubino.substack.com/ LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Global Economic Turmoil Key Trend for 2024 with Gerald Celente 38:52
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Play Later Play Later Lists Like LikedInterview recorded - 17th of January, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back @gcelente . Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal. During our conversation we spoke about the trends Gerald are watching in 2024, "When all else fails, they will take you to war", whether Biden runs for president, Synthetic Devolution and which assets to perform during this period. 0:00 - Introduction 1:44 - What trends is Gerald watching out for in 2024? 4:28 - “When all else fails, they will take you to war” 8:35 - Middle East Meltdown 11:46 - Weakness creates conflict, not strength 15:21 - What impact will the largest election year in history have? 18:01 - Will Biden run for president? 19:46 - Synthetic Devolution 27:41 - Which assets to perform during this period? 36:06 - One message to takeaway from our conversation? Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms. Gerald Celente - Journal - https://trendsjournal.com/ YouTube - @gcelente Twitter - https://twitter.com/geraldcelente WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Largest Stock Market Rally in History with David Hunter 48:00
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Play Later Play Later Lists Like LikedInterview recorded - 10th of January 2024 On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street. During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what causes the stock market rally, whether the FED can save the market and more. I hope you enjoy! 0:00 - Introduction 0:56 - What Will Happen in 2024? 2:13 - Biggest rally in history 9:03 - Broad market rally? 9:28 - Inflation impact on markets? 10:48 - Institutional Investors to drive market 14:13 - S&P500 breaking all-time highs? 15:48 - Stocks Up, Dollar Down & Energy Down? 18:38 - Which industries in cyclicals to perform? 22:08 - Catalyst for the peak then crash? 31:13 - Would Powell increase interest rates? 32:48 - Underlying economic issues 35:48 - Japan precursor for globe 38:18 - How do equities perform during high inflation? 41:08 - Will FED be unable to save market? 46:28 - One message to takeaway from our podcast? Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager. David Hunter - Twitter - https://twitter.com/DaveHcontrarian LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Stock Rally to Accelerate Before Next Great Recession This Year with Henrik Zeberg 36:47
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Play Later Play Later Lists Like LikedInterview recorded - 5th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrick Zeberg for the first interview of the year! Henrik is a Macro Economist, the Founder and Publisher of the Zeberg Report. During our conversation we spoke about Henrik's Outlook for 2024, why stock market will continue to rip until April this year, the impending recession similar to 2008, what assets will benefit during recession and stagflation afterwards and more. I hope you enjoy! 0:00 - Introduction 3:28 - Henrik's Outlook for 2024? 5:13 - The Business Cycle 8:50 - Disconnect between Economic Indicators? 12:48 - Henrik’s 2024 Timeline 15:11 - Supply Chain Shock? 18:43 - US Fiscal Capacity? 22:58 - Risk-On Assets 25:28 - What would influence Henrik to shift from bullish to bearish? 26:43 - Repeat of 2008 31:03 - Back to easy money after recession? 32:18 - Positions after top? 35:53 - One message to takeaway from conversation? Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website. Henrik Zeberg - Newsletter - https://www.thezebergreport.com/ Twitter - https://twitter.com/HenrikZeberg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Powell Christmas Rally to Continue into 2024? with David Hay 39:34
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Play Later Play Later Lists Like LikedInterview recorded - 19th of December, 2023 This week I had the pleasure of welcoming back David Hay - Co-Chief Investment Officer of Evergreen Gavekal. During our conversation we talked about the David's current thoughts on markets, whether we are in a new bull market or bear rally, assets David is currently watching and more. I hope you enjoy! 0:00 - Introduction 0:45 - Current thoughts on markets 3:05 - Preventing Trump returning to power? 6:20 - FED providing maximum optionality? 9:20 - Consensus skewed to bullish side 11:10 - Do we understand the impact QT has on markets? 14:05 - Long End of Bond Market to help FED? 15:15 - New bull market or bear rally? 19:20 - Opportunities in small caps? 24:47 - Case for Strong US Economy? 27:00 - What attracted David to Emerging Markets Debt? 29:20 - What else is David watching? 33:05 - Industries that are out of love 36:37 - One message to takeaway from our conversation? David Hay acquired the majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macro-economic research. David has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter’s elite Chairman’s Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement. In 2022, David released his highly anticipated book, Bubble 3.0: Who blew it and how to protect yourself when it blows apart. The book explores why he believes the financial markets are headed toward a third iteration of past market rotations. Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder”. David currently spends the winter months in Indian Wells, Ca., with his wife, Mindy, and two dogs, Nova and Roscoe. In early June, they will be moving into their new home in Liberty Lake, Wash. David Hay Interviews - Haymaker as Host interview: https://www.youtube.com/watch?v=EnDy6SGoG00 MicroNuclear explanatory video: https://www.youtube.com/watch?v=Fb2Op0mWlUw David Hay - Twitter - https://twitter.com/Haymaker_0 Website - https://evergreengavekal.com/ Substack - https://haymaker.substack.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Everything Bubble' Creating Dangerous Markets with Grant Williams 51:11
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Play Later Play Later Lists Like LikedInterview recorded - 15th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams for a third time!. During our conversation we spoke about what Grant is seeing in markets, whether the FED are hedging their bets, have they vanquished inflation, what is happening with gold, the everything bubble, politics and more. Hope you enjoy! 0:00 - Introduction 0:23 - Grants opinion on Macro? 2:32 - FED Hedging bets? 4:35 - Strong conviction until you don’t 5:42 - Investors shaped by good times 7:50 - FED reaction time has reduced 8:40 - risk they could lose more credibility? 12:20 - Became well know after going off Gold Standard 14:55 - Inflation 16:50 - Similarities to Greenspan cutting in 1990’s? 19:20 - What is Grant seeing with Gold? 23:19 - Investors diversifying with gold? 24:30 - risk of consensus? 26:55 - How does Grant look at risk? 31:04 - All assets are going up 32:10 - Trump vs Biden in 2024? 36:26 - More controversary & polarisation around the world 38:25 - Inflation amplifying issues since 2008 41:50 - Social unrest in the 70’s? 42:30 - How will wealth be diverted? 45:50 - Taxing unrealised gains 48:41 - One message to takeaway from our conversation? Grant Williams, much to his dismay, has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about. He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years. Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands. Currently, he is a senior advisor to Matterhorn Asset Management AG https://goldswitzerland.com/ in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management https://www.vulpesinvest.com/ in Singapore. Back in 2014, Grant’s ambition to bring the most intelligent, engaging, and original people in finance to a wider audience led him to co-found Real Vision https://www.realvision.com/, an on-demand internet-based financial media platform. Grant’s twin Real Vision interview series, 'In Conversation With…' and 'On The Road' raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success. Long before Real Vision, however, Grant was guiding people around the fringes of finance with his regular newsletter, Things That Make You Go Hmmm… https://www.grant-williams.com/ttmygh_newsletters/, a publication which, from humble beginnings as a daily note to a few friends and colleagues, has grown into one of the most widely-read financial publications in the world. Grant Williams - Website - https://www.grant-williams.com/ Twitter - https://twitter.com/ttmygh WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn TikTok - https://vm.tiktok.com/ZMeUjj9xV/ iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 The FED is Dead: Their Only Tool is Narrative with George Robertson 1:00:04
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Play Later Play Later Lists Like LikedInterview recorded - 11th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on George Robertson - a veteran of the Fixed Income industry with over 40 years of experience and a very unique view on the FED. During our conversation we spoke about why the FED does not exist, how the economy is currently handling high interest rates, the narrative is all the FED control, what this means for assets and more. I hope you enjoy! 0:00 - Introduction 2:13 - Why does the FED not exist? 21:23 - Why is the economy handling interest rate increases? 24:56 - Issues with repo market in 2019? 28:58 - The narrative is all the FED controls 36:23 - Are the media really supporting the FED? 43:23 - What is an overshoot? 50:12 - Exuberance due to dovish FED? 53:13 - Peak exuberance then 2008 like crash 57:34 - One message to takeaway from our conversation? George has worked in Fixed income, equity, Fed, vol, options for 40 years. This included for Solomon, Mulheren, Bass FO, Cargill as Portfolio Manager & CIO. George Robertson - X: https://twitter.com/BickerinBrattle Substack: https://themonetaryfrontier.substack.com/ Video on Theory - https://t.co/7gFxd5g2Vh WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 US Debt, Pension Crisis & BRICs Threat with Peter Grandich 34:25
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Play Later Play Later Lists Like LikedInterview recorded - 8th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Peter Grandich - Founder of Peter Grandich & Company. During our conversation we spoke about what Peter is seeing in the market, "Don't worry, Be Happy" bias in Wall Street, current issues globally, assets which Peter believes are undervalued, BRIC's and more. I hope you enjoy! 0:00 - Introduction 1:57 - What is Peter currently seeing in markets? 8:22 - “Don’t Worry, Be Happy” bias 9:22 - What is the current pension issue? 12:07 - Pensioners having to sell down their assets when they retire? 15:12 - Timeframe on stock market fall? 17:47 - Number one growth area is Crime 20:12 - Assets which will perform well in coming years? 25:32 - What type of metals will Peter be looking at? 26:22 - Who will be what BRICs produce? 28:02 - China growth story over? 30:27 - The world is more dangerous 31:52 - One message to takeaway from our conversation? Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training, and within three years was appointed Head of Investment Strategy for a leading New York Stock Exchange-member firm. He would go on to hold positions as Chief Market Strategist, Portfolio Manager for four hedge funds and a mutual fund that bore his name. His abilities have resulted in hundreds of media interviews, including Good Morning America, Fox News, CNBC, Wall Street Journal, Barron’s, Financial Post, Globe and Mail, US News & World Report, New York Times, Business Week, MarketWatch, Business News Network and dozens more. He has spoken at investment conferences around the globe, edited numerous investment newsletters and was one of the more sought-after financial commentators. His autobiography, Confessions of a Wall Street Whiz Kid, was first published in the fall of 2011. The second edition was released in 2014, while the third edition, Confessions of a Former Wall Street Whiz Kid, was issued in October 2015. The fourth edition of the book was later released in April 2019, and the fifth edition was issued in May 2021. The fifth edition of the book is currently available on Amazon.com, but you can also read the book for free online. Read the book online. Grandich was the editor and publisher of The Grandich Letter from 1984 to 2014. He was also Senior Commentator for Moneytalks.net from 2013 to 2015. In 2013, Grandich founded the Athletes & Business Alliance (ABA), a private organization of professional athletes and business executives who exchange ideas and build relationships with an emphasis on capitalizing on the talents of all involved. A symbiotic organization, ABA is a network of accomplished individuals in an environment where one can develop personal associations with a structured and supportive system of giving and receiving business. The ABA boasts a select membership of diverse senior-level executives, high net worth business owners, and both active and retired pro athletes. By invitation only, high-level corporate and business decision-makers and prominent athletes intermingle. To achieve success, businesses must utilize effective marketing tools, secure new customers to generate repeat business and provide superior customer service that engenders loyalty. The ABA provides an environment to do this and more. Peter Grandich currently resides in New Jersey with his wife, Mary, and they have one daughter, Tara. Peter Grandich - Website - https://petergrandich.com/ X - https://twitter.com/PeterGrandich YouTube - @Peter-Grandich Blog - https://petergrandich.com/blog-posts/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - ht…
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1 Repeat of Banking Crisis Imminent? with Rafi Faber 26:53
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Play Later Play Later Lists Like LikedInterview Recorded - 7th of December, 2023 On this episode of the WTFinance podcast we had the pleasure of speaking with Rafi Faber - the @endgameinvestor . During our conversation we spoke about whether the FED have landed the plane, what is happening in repo markets, why banks aren't lending to each other, whether the FED can save the system again, why Gold is increasing and more. I hope you enjoy! 0:00 - Introduction 2:08 - Does Rafi agree with recent rhetoric that the FED have landed the plane? 4:05 - What are repo markets and why are they important? 7:30 - Banks having capital constraints? 9:53 - Realising bond losses? 12:02 - Can the FED save the world again? 14:09 - Secure overnight finance markets? 16:30 - Why is gold and precious metals increasing? 19:40 - Surprised banks are buying gold? 21:56 - Silver in a 90 year trend? 24:05 - One message to takeaway from our conversation? Rafi Farber - YouTube - @endgameinvestor Seeking Alpha - https://seekingalpha.com/checkout?service_id=mp_1347 Patreon - https://www.patreon.com/endgameinvestor Twitter - https://twitter.com/RafiFarber WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Economy is Heading for Recession, People are Struggling! with Mario Innecco 20:51
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Play Later Play Later Lists Like LikedInterview recorded - 4th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco. During our conversation we spoke about Mario's thoughts on the economy, why markets have held up, CPI is not real inflation, whether the economy is going into a recession and more. I hope you enjoy! 0:00 - Introduction 1:50 - What is Mario currently watching in the economy? 4:30 - Changed how GDP is measured 5:40 - Surprised how markets have held up? 7:26 - Not showing real inflation? 9:38 - Going into a recession? 13:15 - What assets is Mario focusing on? 15:20 - Why has gold gone up in price? 16:37 - Gold a safe haven again? 17:40 - Room for people to invest in assets? 19:00 - One message to takeaway from our conversation? Mario has been running his YouTube channel maneco64 since November 2015. His background is in financial markets and economics. He worked for over twenty years in the City of London and specialised in the exchange-traded derivatives market. Mario dealt for major financial institutions and corporate entities advising clients on the government bond market, interest rates, financial markets in general and the economy. He has also been an ardent student of the Austrian School of Economics. Through his videos and also articles here on his blog he endeavours to inform the public about how the financial markets and our current fiat monetary system functions. Mario Innecco - YouTube - @maneco64 Twitter - https://twitter.com/maneco1964 LinkedIn - https://www.linkedin.com/in/mario-innecco-a329416b/?originalSubdomain=uk Website - https://www.maneco64.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Economy Will Continue to be Strong with Nick Glinsman 44:23
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Play Later Play Later Lists Like LikedInterview recorded - 27th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners. During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets, the Japanese bond market and more. I hope you enjoy! 0:00 - Introduction 0:57 - What is Nick currently seeing in the US markets/economy? 15:35 - Economy will be strong for the next year 19:45 - Can the consumer really continue to be strong? 24:15 - Risk of a regular recession? 34:35 - Worlds biggest carry trade is the Japanese government 39:40 - Onshoring & AI booms one-off’s improving economic growth 41:45 - One message to takeaway from our conversation? Nick Glinsman - Research Website - https://d5d0c2-2.myshopify.com/ Twitter - https://twitter.com/nglinsman LinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Everything Bubble' at Risk of Bursting? with Lawrence Lepard 41:11
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Play Later Play Later Lists Like LikedInterview recorded - 17th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard - Founder of Equity Management Associates and a sound money advocate. During our conversation we spoke about Lawrence's current thoughts on the market, risk of everything bubble bursting, whether the FED can land the plane, geopolitical shifts, why something is going to break, Bitcoin and more! I hope you enjoy. 0:00 - Introduction 1:16 - What is happening in the markets? 6:17 - Has the FED landed the plane? 9:30 - Monetary inflation vs real inflation? 14:24 - Geopolitical shifts 14:58 - Commodity super cycle to crash 16:17 - Stock market doesn’t always go up 17:38 - Higher yields for longer? 21:03 - Dollar is better than other currencies 24:03 - Something is going to break soon 30:48 - Any other assets that will protect wealth during monetary debasement? 33:08 - Concern about Bitcoin correlation with the NASDAQ? 35:38 - Spot ETF a bad thing for Bitcoin? 38:08 - One message to takeaway from our conversation? Larry founded Equity Management Associates, LLC (EMA) in 2006. EMA is an equity investment management firm that invests in growing private and public companies located around the world. Since 2008, EMA has focused on investing in companies which mine the monetary metals, gold and silver. Larry presently serves on the Board of Directors of two development-stage gold mining companies: Lavras Gold Corp. (Toronto/Brazil) and Rise Gold Corp. (California). He has been a frequent guest of many media outlets including Bloomberg Television for his expertise on the monetary metals market. Prior to founding EMA, he spent 13 years at Geocapital Partners (Geo) in Fort Lee, NJ. There, he was one of two Managing General Partners and was responsible for four venture capital funds, aggregating ~$500 million. At Geo, he invested and/or served on the boards of many successful deals including Autoweb, Jackson Hewitt, Netcom, and Realtor.com. Prior to Geo, Larry spent seven years at Summit Partners in Boston, MA and Newport Beach, CA, where he established Summit’s West Coast office. Larry was a General Partner in Summit I and Summit II and invested and/or served on the boards of Chips & Technologies and Software Spectrum, among other investments. Earlier in his career, Larry worked in the Mergers & Acquisitions Group of Smith Barney, Harris Upham & Co. Lawrence Lepard - Website - https://www.ema2.com/ Twitter - https://twitter.com/LawrenceLepard WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 This Stock Market Rally is Delusional! with Michael Oliver 30:42
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Play Later Play Later Lists Like LikedInterview recorded - 13th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver - Founder of Momentum Structural Analysis. During our conversation we spoke about Michael's thoughts about the markets, why there is continued stress, what is happening with bonds, what assets will perform and more! 0:00 - Introduction 0:49 - What is Michael currently seeing in markets? 8:42 - Largest companies holding up indexes. Will they remain stable? 17:01 - Has cutting rate/QE been good for equities? 19:02 - What happens when bond prices decrease? 24:07 - What will happen with bonds? 28:53 - One message to takeaway from our conversation? J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism. Michael Oliver - Website - https://www.olivermsa.com/ Twitter - https://twitter.com/Oliver_MSA WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Economic Ninja: Serious Market Disruptions in 2024 27:15
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Play Later Play Later Lists Like LikedInterview recorded - 14th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @EconomicNinja . During our conversation we spoke about what he is currently seeing in the markets, disconnect between markets and the economy, who would replace the US Dollar, short-term gain long-term pain, assets to focus on in this period and more! 0:00 - Introduction 1:15 - What is Ninja seeing in the markets? 5:01 - Disconnect between markets and the economy 9:11 - Core CPI rather than just CPI 10:21 - Other trends to keep economy from crashing? 13:58 - Who would replace the US Dollar? 16:21 - Gold back transactions 18:05 - US deficit dependent on yields 21:56 - Market up short-term, risk long-term 23:09 - Markets go up in election year 24:12 - Any assets Ninja is focusing on in this period? Economic Ninja has been an entrepreneur since he started selling candy in the 6th grade. He thrived on challenges, economics and business. He "flipped" quite a few homes in the early 2000s and has owned multiple rental properties, so he has a lot of personal experience with real estate transactions, loans, remodelling homes. He has "a super human thirst for economic knowledge." He spends many hours every day listening to and reading articles on market trends, interest rate cycles, and all aspects of economics and the world of finance. Economic Ninja - YouTube - @EconomicNinja Real Estate YouTube - @RealEstateNinja1 Twitter - https://twitter.com/economyninja Instagram - https://www.instagram.com/economic_ninja/?hl=en TikTok - https://www.tiktok.com/@economicninja WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The FED has Lost Control of Global Bond Markets to BOJ with Weston Nakamura 52:30
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Play Later Play Later Lists Like LikedInterview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Weston Nakamura - Founder & Host of @acrossthespreadYT . During our conversation we spoke about 0:00 - Introduction 2:21 - What is Weston currently seeing in global bond markets? 12:46 - Are the BoJ unwinding yield control? 21:31 - Will Japanese bonds follow a similar trend to the US? 25:36 - Why is there a correlation between BoJ & other bonds? 29:56 - Why is the Yen remaining weak with increasing yields? 38:21 - Wil global yields/JGB yields rising? 44:41 - Yield control and yen protection can’t both go forever 47:46 - One message to takeaway from our conversation? Weston is the founder of Across The Spread, a platform providing investors and market participants across the world with daily commentary and analysis on Asia markets and Asia-originated macro developments of consequence and impact to broader global markets. Prior to founding Across the Spread, Weston entered the world of financial media content creation as Global Markets Editor at Real Vision. As a former listed derivatives trader at Goldman Sachs and hedge fund sales at Jefferies Japan, Weston takes a global approach across asset classes including equities, rates, currencies, commodities and crypto through the lens of market price action, cross-asset relationships, investor flow behavior, and central banks and government policy activity. Weston Nakamura - Website - https://acrossthespread.com/ X - https://twitter.com/acrossthespread YouTube - @acrossthespreadYT WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 A Recession Is Inevitable with Jared Dillian 23:02
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Play Later Play Later Lists Like LikedInterview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jared Dillian - a writer, author, DJ, and speaker. During our conversation we spoke about why a recession is inevitable, whether a FED pivot is imminent, how this will impact bond prices, how to be financially successful and more. I hope you enjoy! 0:00 - Introduction 1:04 - Jared’s current thoughts about what is happening in the markets? 3:18 - Was recent GDP read abnormal? 4:00 - Key indicators Jared will be watching 6:26 - What would have to happen for the FED to pivot? 7:46 - Why would FED cut if recession isn’t deep? 10:16 - Would cutting be good for equities? 11:44 - Why won’t we see a new normal? 14:06 - Are geopolitical risk being price into market? 15:31 - What was Jared’s influence for writing his book? 20:11 - Will we continue to see the 60/40 portfolio? 21:26 - One message to takeaway from conversation? Jared Dillian is the editor The Jared Dillian Letter at Jared Dillian Money. Jared also writes The Daily Dirtnap. And he hosts the BE SMART podcast, where he shares punchy, unconventional personal finance advice. From 2001 to 2008, Jared worked at Lehman Brothers—first as an index arbitrage trader and then as head of the ETF trading desk, where he routinely traded over $1 billion a day in volume. After Lehman, Jared started his own newsletter, The Daily Dirtnap, where he shares a wealth of trade ideas for sophisticated, self-directed investors. Jared’s Street Freak advisory translates the Dirtnap’s unique market commentary into specific, actionable investment guidance, while Strategic Portfolio gives subscribers the premier “set it and forget it” portfolio. If you want to dip your toes in the waters of Jared’s inimitable writing style and analysis, consider reading Jared Dillian Money, his free weekly e-letter. Jared’s memoir, Street Freak: Money and Madness at Lehman Brothers, was named Businessweek’s #1 general business book of 2011. He published his first novel, All the Evil of This World, in 2016. He has a new book coming out on January 23, No Worries: How to Live a Stress-Free Financial Life. Pre-order your copy here: www.buynoworries.com Jared has been a regular contributor at Bloomberg Opinion, Forbes, and other major outlets. He has been featured on MSNBC, Bloomberg TV, The New York Times, The Wall Street Journal, LA Times, Business Insider, and dozens of local and syndicated radio programs. Additionally, he was an adjunct professor in the graduate business program at Coastal Carolina University from 2013–2018. Jared Dillian’s ideas and writing can be found at Jared Dillian Money. Jared Dillian: Website - http://jareddillianshow.com/ TikTok - https://www.tiktok.com/@jareddillianmoney Instagram - https://www.instagram.com/jareddillianmoney/ Twitter - https://twitter.com/dailydirtnap WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Macro Regime Shift to Burst Technology Bubble with Tavi Costa 41:37
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Play Later Play Later Lists Like LikedInterview recorded - 18th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Tavi Costa - Partner and Portfolio manager of Crescat Capital. During our conversation we spoke about what Tavi is currently watching, the potential macroeconomic shift, what this means for current portfolio, assets which will perform during this period and more! 0:00 - Introduction 2:01 - What is Tavi watching in markets? 6:44 - Macroeconomic shift that is occurring? 11:20 - Are markets underestimating shift or could things go back to norm? 18:42 - Why will value investors work this time? 24:19 - What alternatives to the 60/40 portfolio? 30:05 - How does Tavi invest in miners? 37:50 - One message to takeaway from our conversation? Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University. Tavi Costa - Twitter - https://twitter.com/tavicosta?lang=en Crescat - https://www.crescat.net/ Instagram - https://www.instagram.com/tavicostamacro/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Credit Crunch to Lead to Global Banking Crisis with Alasdair Macleod 51:27
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Play Later Play Later Lists Like LikedInterview recorded - 19th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod for a 3rd time - Head of Research for Goldmoney and SchiffGold. During our conversation we touched on the current debt cycle, why the central banks are losing control of the cost of credit, whether this could lead to a credit crisis, why a gold-backed currency would be trusted and more. I hope you enjoy! 0:00 - Introduction 1:36 - What is Alasdair seeing with the economic cycle? 7:52 - Central banks to lose control of cost of credit? 12:02 - China one of the worst effected by debt issues? 20:22 - Capital flying to the US Dollar? 27:49 - Governments continuing to buy their own debt? 38:20 - Why would there be trust in gold-backed currencies? 45:27 - Will gold circulate globally? 47:12 - One message to takeaway from our conversation? Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences. Alasdair Macleod - Website - https://www.goldmoney.com/ Blog - https://www.goldmoney.com/research/legal-definitions-of-money-and-credit Recent Article - https://www.goldmoney.com/research/time-to-trash-triffin Twitter - https://twitter.com/MacleodFinance LinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Next Recession Will Be Far Worse than 2008 with Steven Van Metre 42:00
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Play Later Play Later Lists Like LikedInterview recorded - 11th of September 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back @stevenvanmetre5087 - Money Manager & YouTuber. During our conversation we spoke about whether US banks are insolvent, whether the FED can save the markets, if this crash will be worse than 2008, what we will see internationally and assets that will perform well during a recession. I hope you enjoy! 0:00 - Introduction 3:37 - Are US banks insolvent? 7:37 - Can the FED bailout banks? 11:24 - Treasury issuing bonds 14:12 - Reverse repo to help increase liquidity? 16:12 - FED to save the markets? 17:57 - Will inflation be higher for longer? 23:41 - Will this crash be worse than 2008? 27:05 - Will it be the end of our current debt cycle? 29:46 - The price to pay for borrowing 31:29 - Dollar strength during this period? 33:26 - What are we seeing internationally? 36:37 - Changing measurements of GDP measurement 38:42 - Assets that will perform well during this recession? 40:36 - One message to takeaway from our conversation? Steven Van Metre, Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc., a Registered Investment Advisory firm.) is the inventor and manager of Portfolio Shield™, the creator of Momentum Timer Pro™, and the President of Steven Van Metre Financial. Steven Van Metre - YouTube - @stevenvanmetre5087 Portfolio Shield - https://stevenvanmetre.com/portfolio-shield/ Website - https://stevenvanmetre.com/ Twitter - https://twitter.com/MetreSteven WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Money Destruction to Trigger Uncontrollable Deflation? with Randy Woodward 1:03:53
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Play Later Play Later Lists Like LikedInterview recorded - 8th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Randy Woodward, Managing Director in the Fixed Income Capital Markets division at Raymond James Financial. During our conversation we spoke about what is happening in the markets, why the bank collapses occurred, how the FED changed forever under Bernanke, whether inflation will remain higher for longer and potential for a commercial real estate crisis. I hope you enjoy! 0:00 - Introduction 3:04 - What is Randy watching in markets/economy? 6:20 - Inverted yield curve? 8:50 - How are banks fairing with unrealised losses? 16.30 - Central banks can do anything? 19:15 - Saving the financial system at all costs 23:50 - Banks missing out on higher revenues 30:00 - Will inflation be transitory or higher for longer? 35:30 - Global countries going to cut faster than US 37:48 - What is currently happening in commercial real estate? 46:40 - Companies defaulting on real estate 48:55 - Could Commercial Real Estate be another 2008 crisis? 52:20 - Ben Bernanke changed the markets 54:42 - One message to takeaway from our conversation? Randy Woodward is a Managing Director in the Fixed Income Capital Markets division at Raymond James Financial. Randy has unique experience and depth of knowledge in the fixed income industry. Randy began his career at Bloomberg from 1988 to 1995, working in a range of areas including training, editorial, programming, and sales. Randy became a fixed income broker in 1995, and has developed a proven track record of helping institutional clients manage safe and sound bond portfolios. Given his unique skill set, Randy provides his clients an advanced service that no other broker can offer. Whether they have access to a Bloomberg or rely on brokers for screen shots, it’s imperative they understand in detail the screens that are provided to them, and more importantly, they need to understand what can be manipulated, altered, or omitted. Randy’s primary objective as a broker is to not only “protect” his clients, but also to educate them on how to better protect themselves, as well as making better investment decisions and executions. Randy Woodward: Twitter - https://twitter.com/TheBondFreak WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Could the Stock Market Decline by 50%? with Bob Elliott 43:48
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Play Later Play Later Lists Like LikedInterview recorded - 31st of August, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Bob Elliott - CEO & CIO of Unlimited Funds. During our conversation we spoke about what Bob is currently seeing in the markets, whether this could lead to a 50% decrease in stock markets, whether this would also happen globally and more. 0:00 - Introduction 1:09 - What is Bob currently seeing in the markets? 3:04 - What are the cracks Bob is seeing? 7:37 - Shortage in long end bonds? 9:34 - What type of recession could we see? 12:28 - Hard to stop a recession 13:39 - What would happen with increasing unemployment? 16:41 - Could the stock market drop 50%? 18:14 - How far could markets drop? 24:25 - Deflation and pivot or inflation and higher for longer? 30:34 - Collapse or slow tightening? 33:29 - What is happening globally? 38:04 - Anything positive in the markets? 40:45 - One message to takeaway? Bob Elliott is the Co-Founder, CEO & CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital & private equity. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee (G7) and created investment strategies across equities, fixed income, credit, exchange rates, and commodities, including many used in the flagship Pure Alpha Fund. He also built and led Ray Dalio’s personal investment research team for almost a decade. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counselled some of the world’s foremost policy makers and institutional investor on economic and investing issues. Bob has also served as an advisor and executive at several startups including CircleUp, an investment company focused on early-stage consumer brands. There he revamped the investment strategy for the company’s $150mln venture funds leveraging big data approaches to improve decision making. He was also the co-founder of GiveWell, a startup charity evaluator which now directs more than $500mln in annual contributions. Bob holds a BA in History and Science from Harvard. Bob Elliott - Website - https://www.unlimitedfunds.com/ Twitter - https://twitter.com/bobeunlimited?s=21&t=bEWfVJjh6KcziPA0zpyEPA LinkedIn - https://www.linkedin.com/in/ttoillebob WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Can the US Save Europe from an Energy Crisis Again? with Dr Anas Alhajji 57:07
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Play Later Play Later Lists Like LikedInterview recorded - 31st of August, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Dr Anas Alhajji - a world-renowned energy markets expert, researcher, author, and a speaker. During our conversation we spoke about the current state of the energy market, how China has a lot of control, whether oil could push $100, if the US can save Europe from an energy crisis again and more! 0:00 - Introduction 1:40 - Overview of energy markets? 9:30 - US benefited from European energy reliance 11:20 - China will have control over energy prices 15:35 - The China issue 17:10 - Saudi Floor price and China ceiling price 25:42 - Can China push Oil price lower? 27:04 - Price target for oil 2023? 28:20 - Gabon impact on oil markets 32:45 - Could further instability have an impact on oil markets? 34:16 - Natural resource economics 46:39 - Will Europe be ok this winter? 49:52 - Other energy costs increase? 54:59 - One message to takeaway from our conversation? Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy. Before his recent role as a Managing Partner at Energy Outlook Advisors LLC, he was the former Chief Economist of NGP Energy Capital Management. He led the Firm’s macro-analysis of the oil, natural gas and related markets as well as the overall economic environment. He was responsible for the short-term and long term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji’s articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for the one of the industry’s premier publications: World Oil. He is also the moderator of the industry’s oldest virtual Forum: Oil, Gas, & Energy Law (OGEL) Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds M.A. in Economics, and a Ph.D. in Economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking. Dr Anas Alhajji - Website - https://www.anasalhajji.com/ Twitter - https://twitter.com/anasalhajji LinkedIn - https://www.linkedin.com/in/anas-alhajji/ Substack - https://afalhajji.substack.com/ Attaqa - https://attaqa.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 A Recession In The Next 6 Months Is Inevitable with David Rosenberg 52:26
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Play Later Play Later Lists Like LikedInterview recorded - 31st of August 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with David Rosenberg - Founder & President of Rosenberg Research & associates. During our conversation we spoke about why we have seen strong markets throughout 2023, similarities between 2008 and today, whether we could see a deep recession and what this means for assets moving forward. I hope you enjoy! 0:00 - Introduction 1:32 - Why have we seen strong markets in 2023? 4:27 - Have you been surprised about consumer strength? 9:39 - Similarities between today and 2008? 16:47 - All linked to employment 22:42 - Unemployment back to the mean? 23:57 - Will it be a deep recession? 35:52 - Jay Powell late to the cutting party? 42:17 - How will assets react to a recession? 49:55 - One message to take away from our conversation? David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. David Rosenberg - Website - https://www.rosenbergresearch.com/ Twitter - https://twitter.com/EconguyRosie LinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Interest Rate Squeeze to Drive Stocks & Bonds Lower with Andy Constan 34:41
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Play Later Play Later Lists Like LikedInterview Recorded - 29th of August, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor. During our conversation we spoke about Andy's thoughts on Jackson Hole, while higher interest rates will drive down both stocks and bonds, what this means for unemployment, what would change Andy's opinion and whether this could lead to further issues with banks. I hope you enjoy! 0:00 - Introduction 1:43 - Overview of Andy’s thoughts and Jackson Hole 8:35 - How is there a shortage of government debt? 11:03 - Duration moving during uncertainty 12:42 - Treasury raising funds 14:09 - Reverse Repo continue to pick up slack moving forward? 18:50 - Will employment slowly change or require a catalyst? 20:40 - Could student payment re-introduction impact inflation? 21:30 - Do individuals have to lose their job? 23:04 - What would have to change to change Andy’s perspective? 25:14 - Parallels to 2008? 27:25 - What will happen internationally? 28:49 - Dollar to continue to strengthen? 30:06 - Further issues in banks ? 32:28 - One message to takeaway from our conversation? Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies. Andy Constan - Twitter - https://twitter.com/dampedspring LinkedIn - https://www.linkedin.com/in/andyconstan/ Website - https://dampedspring.com/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Can US-China Conflict Be Avoided? with Cyrus Janssen 52:25
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Play Later Play Later Lists Like LikedInterview recorded - 24th of August, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @CyrusJanssen - An International Speaker, Business Consultant, Content Creator and China Insider. During our conversation we spoke about the history of US/China relations, what was the catalyst for deterioration, the impact of COVID-19 China isolation, where the conflict would go on the current trajectory and what needs to change to improve relations. I hope you enjoy! 0:00 - Introduction 2:28 - History of US/China relationship 7:38 - Conflict with intellectual property in 2010’s and why conflict escalated? 10:19 - World trade organisation has no control 11:35 - Product IP theft an issue? 12:45 - When did the relationship start to deteriorate? 18:11 - Further hawkishness in both countries? 20:45 - Isolation between both countries 24:11 - Hong Kong suffered from expats leaving 25:03 - On current trajectory, where does US/China conflict go? 28:44 - China also decoupling? 35:01 - Can China shift to a consumption economy? 39:33 - What need to change to create perfect US/China relations? 47:33 - One message to takeaway from our conversation? Cyrus Janssen is a geopolitical analyst, investor, speaker, and social media influencer with over 1 million fans across his social media platforms. Born in the United States, Cyrus lived abroad for 15 years in China and Canada and enjoys sharing cultural and geopolitical insights from his travels to over 60+ countries. Based in Las Vegas, Nevada, Cyrus is the CEO of FastForward Marketing, a social media and consulting company helping brands in North America and Asia connect and build profitable social media campaigns. Cyrus Janssen - YouTube - @CyrusJanssen Website - https://www.cyrusjanssen.com/ Twitter - https://twitter.com/thecyrusjanssen WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Worst Geopolitical and Socioeconomic Decline In Modern History with Gerald Celente 38:11
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of August, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @gcelente - the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal. During our conversation we spoke about whether a recession can be avoided, why th 0:00 - Introduction 1:32 - Have the FED avoided the recession? 7:57 - What has caused this situation? 11:40 - Equities and Gold going up 15:36 - What is the catalyst? 17:04 - Market volatility to permeate throughout economy? 26:22 - Key trends throughout 2023 and 2024? 29:02 - Is there a way to avoid global crisis? 31:26 - High risk of China/Taiwan conflict? 33:11 - Are parts of the world that will thrive in the future? 35:11 - Message to takeaway from our conversation? Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms. Gerald Celente - Journal - https://trendsjournal.com/ YouTube - @gcelente Twitter - https://twitter.com/geraldcelente WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Global Depression by 2025 Inevitable? with Simon Hunt 35:15
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of August, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Simon Hunt. During our conversation we talked about whether the FED have saved the economy, what a global collapse could look like, why this could lead to higher inflation for longer, the potential for market instability, a commodity super cycle and more! 0:00 - Introduction 1:00 - Have the FED saved the economy? 9:45 - Higher inflation and a recession? 10:50 - What type of global collapse? 12:02 - What will happen in China? 14:48 - Will Europe be the worst effected? 17:43 - The risk of Germany, Russia and China? 20:00 - Minor recession followed by severe recession? 21:10 - What happens to the markets? 21:50 - What happens after the instability? 24:30 - Commodity super cycle? 27:40 - BRICS precious metal commodity? 28:50 - Is it possible for these countries to de-dollarize? 31:28 - Can the current economy survive with a gold-backed currency? 32:48 - Assets to protect wealth during this period? 33:50 - One message to takeaway from our conversation? Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996. Simon Hunt - Website - https://www.simon-hunt.com/ Email - simon@shss.com WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Inflation and Recession Squeeze to Initiate Market Turmoil with Ted Oakley 34:00
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Play Later Play Later Lists Like LikedInterview recorded - 17th of August, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley - Managing Partner and Founder of Oxbow Advisors. During our conversation we spoke about what Ted is currently seeing, whether the market has peaked, how higher interest rates has struggled and what sectors Ted is looking to rotate into. I hope you enjoy! 0:00 - Introduction 1:19 - What is Ted seeing in the economy? 4:14 - A lot has changed over the past 2 years 5:44 - Markets peaked? 6:58 - What is Ted’s thoughts on inflation? 9:23 - Will there be a depression moving forward? 10:44 - Higher interest rates to cause bankruptcies? 11:49 - Could the FED cut rates at record levels? 13:39 - How has Ted’s portfolio changed over the past few months? 16:34 - How can you be patient during turbulent times? 19:32 - How big could the reversal be? 22:44 - What sectors has Ted rotated into? 24:44 - Sectors that are unloved? 26:19 - What is Ted seeing among the property market? 30:34 - One message to takeaway from our conversation? Ted Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. Ted Oakley - Website - https://oxbowadvisors.com/ Twitter - https://twitter.com/Oxbow_Advisors LinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/ YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Stock Market to All-Time Highs before Crash in 2024 with Henrik Zeberg 32:45
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Play Later Play Later Lists Like LikedInterview recorded - 10th of August, 2023 On this episode of the WTFinance podcast I had the pleasure of hosting Henrik Zeberg - Macro Economist, Founder and Publisher of the Zeberg Report. During our conversation we spoke about Henrik's thoughts on the markets, why we could see all time highs in the near future, how this could be followed by a stock market crash and methods to protect wealth during such a period. I hope you enjoy! 0:00 - Introduction 0:39 - Henrik’s thoughts on the markets and why has the market been so strong this year? 4:23 - Which economic indicators is Hendrik watching? 6:09 - What will impact higher unemployment? 10:14 - Strong performance followed by a crash 12:14 - Stock market to all time highs 14:34 - What will perform during stock market crash? 16:46 - Central banks won’t be able to save the economy 17:57 - Stagflation? 21:04 - Who suffers from a debt crisis? 23:24 - Are central banks making the wrong decisions? 25:49 - What would be the right solution for central banks to make? 29:49 - What assets protect wealth during stagflation? 30:44 - One message to takeaway from our conversation? Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website. Henrik Zeberg - Newsletter - https://www.thezebergreport.com/ Twitter - https://twitter.com/HenrikZeberg WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 The Recession is Still Approaching with Michael Green 49:30
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Play Later Play Later Lists Like LikedInterview recorded - 10th of August 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Michael Green - Chief Strategist at Simplify Asset Management. During our conversation we spoke about his thoughts on Michael's assessment, why the economy is holding up with interest rates, what this means for the markets for the rest of the year and how Michael is allocating for a recession. I hope you enjoy! 0:00 - Introduction 1:01 - Michael’s assessment of global economy and financial markets? 5:51 - Are the FED too narrow focused? 10:53 - Why is the economy holding up with higher interest rates? 14:40 - Fixed vs Variable Mortgages 16:31 - Why has stock market been so strong in 2023? 26:04 - Upside and downside volatility? 28:56 - What will the catalyst for market stress be? 33:56 - Michael’s thoughts on emerging markets? 40:06 - How is Michael allocating for recession? 45:46 - One message to takeaway from our conversation? Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder. Michael Green - Substack - https://www.yesigiveafig.com/ Twitter - https://twitter.com/profplum99 LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/ Simplify - https://www.simplify.us/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Huge Stock Market Reset Is Coming with Chris Vermeulen 30:13
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Play Later Play Later Lists Like LikedInterview recorded - 7th of August, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Chris Vermeulen - Founder & Chief Market Strategist at The Technical Traders. During our conversation we spoke about whether Chris expected a bull market in 2023, Chris' investment strategy, whether we are approaching a double top and more! 0:00 - Introduction 0:37 - Did Chris expect a bullish 2023? 2:37 - Chris’ investment strategy? 9:25 - Key focus is price 11:25 - How do you identify strong trends? 12:52 - Looking at longer timeframes 15:07 - What is the reinvesting strategy? 18:52 - Could we have already had the bear market in 2022? 20:55 - How do you know when the bear market begins? 23:42 - Are we approaching a double top? 25:07 - Hierarchy of assets? 27:32 - One message to takeaway from our conversation? Chris Vermeulen, the visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“ Chris’s journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s. His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets. Chris’s innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital. Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry. Chris Vermeulen - Website - https://thetechnicaltraders.com/ Twitter - https://twitter.com/TheTechTraders YouTube - @TheTechnicalTraders WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Will Stagflation Create An Anti-Goldilocks Economy? with Francis Hunt 1:18:34
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Play Later Play Later Lists Like LikedInterview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt - Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we spoke about Francis' thoughts about the market, why we are in an anti-goldilocks economy, whether shorter duration investments will benefit, which assets will hold their value and more. I hope you enjoy! 0:00 - Introduction 1:20 - Anti-goldilocks economy? 23:00 - Are there comparisons to the past? 32:55 - Shorter duration investments to benefit? 41:03 - Will any countries benefit during this period? 53:05 - Which assets will hold their value? 1:12:05 - One message to takeaway from our conversation? Francis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper. Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others. Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset. In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment. Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/ Twitter - https://twitter.com/themarketsniper WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 We Are Already In A Recession Despite Strong Liquidity with Marc Faber 39:57
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Play Later Play Later Lists Like LikedInterview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Marc Faber for a third time. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether Marc still believe there will be a bear market, shift to short duration assets, how the FED is loosening monetary policy, what central bankers should be doing, regions that Marc is interested in & how to invest in emerging markets. I hope you enjoy! 0:00 - Introduction 2:06 - Could we still see a decade long bear market? 6:12 - Shorter term duration to benefit? 9:32 - Why has unemployment remained low if in a recession? 12:25 - When will data show a recession? 14:10 - How is the FED loosening monetary policy and reducing real wages? 19:45 - Money is tight in the real economy 21:30 - Higher inflation for longer 26:25 - What should central bankers do? 29:15 - What changes would Marc make if he were FED chair? 30:00 - Regions Marc is watching 31:45 - How do you invest in emerging markets? 33:05 - Marc’s thoughts on Indonesia, Mexico & Argentina? 34:34 - One message to takeaway from conversation? Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach. Marc Faber - Website - https://www.gloomboomdoom.com/ Twitter - https://twitter.com/gloomboomdoom?lang=en LinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 The Recession has been Delayed, Not Cancelled with Jeff Snider 43:20
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Play Later Play Later Lists Like LikedInterview recorded - 30th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming Jeff Snider - One of the foremost experts on the global monetary system and Host of Eurodollar University. During this conversation we spoke about what Jeff is seeing in the economy, what this means for the bond markets, collateral issues, why the recession has not been cancelled but delayed and what is happening in China. I hope you enjoy! 0:00 - Introduction 1:11 - What is Jeff seeing in markets and the economy? 4:13 - What is the short end doing that most aren’t considering? 5:48 - Supply and demand issue for long bonds? 9:13 - What is the short end tell us? 11:53 - Why collateral could lead to deflation? 16:18 - Increasing yields reduced collateral pool? 18:23 - What impact will BoJ policy changes have on collateral? 20:53 - Is there the risk that the economy has shifted? 24:03 - Manufacturing PMI increasing, Service PMI decreasing? 25:48 - Weak employment data coming through? 27:59 - What will happen to the economy in the next 6 months? 29:53 - Could we have a financial crisis? 32:48 - More regional bank risk? 36:58 - Can China prevent an economic meltdown? 41:02 - One message to takeaway from our conversation? Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc. Jeff Snider - YouTube - @eurodollaruniversity Website - https://www.eurodollar.university/ Twitter - https://twitter.com/JeffSnider_AIP WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Energy Underinvestment to Induce "Decade of Shortages" with Adam Rozencwajg 30:54
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Play Later Play Later Lists Like LikedInterview recorded - 27th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Adam Rozencwajg - Managing Partner at Goehring & Rozencwajg. On this episode of the podcast we spoke about what is happening in the energy markets, underinvestment in energy over the past decade, risk of price fluctuations, what this means for prices and more. I hope you enjoy! 0:00 - Introduction 1:00 - What is Adam currently seeing in energy markets? 5:25 - CAPEX or Geopolitical issue in energy investment? 9:58 - Would embargo impact the US? 12:00 - Are the energy markets tight? 13:35 - Odds of an energy embargo? 16:53 - What happens with less buffer in energy markets? 17:45 - Key drivers of energy demand? 18:37 - What is happening in the gas markets? 22:10 - US upstream equities? 23:30 - Investment thesis behind uranium? 27:25 - Any mines scheduled to come online in near-term? 27:55 - Other commodities Adam is watching? 29:08 - One message to takeaway from conversation? Currently, Adam is the Managing Partner of Goehring & Rozencwajg, Natural Resource Investors. Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder. Adam Rozencwajg - Website - https://www.gorozen.com/ Twitter - https://twitter.com/Go_Rozen LinkedIn - https://www.linkedin.com/in/adam-rozencwajg-770614/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Stagflation or Depression, Market Crash in 2024 & Assets to Protect Wealth with Michael Pento 34:15
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Play Later Play Later Lists Like LikedInterview recorded - 26th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Pento - President & Founder of Pento Portfolio Strategies. During our conversation we spoke about Michael's thoughts on current markets, why it could be stagflation or depression after a stock crash in 2024, what will happen for the dollar, whether it is possible to save the markets and assets to protect wealth during this period. I hope you enjoy! 0:00 - Introduction 1:09 - What is Michael’s thoughts on the market? 5:28 - Indicators to pay attention to? 9:00 - Stagflation period? 14:53 - Deflation during the recession? 17:17 - What will happen with the dollar? 19:58 - Bonds to de-correlate from equities? 24:50 - Is it possible to save the markets? 27:43 - What assets protect wealth during that period? 29:13 - Holding reverse ETFs 30:28 - One message to takeaway from our conversation Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to invest across an inflation/deflation and economic cycle spectrum. The 20-component model is used to determine the two most important factors when it comes to successful investing: the second derivatives of growth and inflation. Michael Pento - Website - https://pentoport.com/ Twitter - https://twitter.com/michaelpento?lang=en LinkedIn - https://www.linkedin.com/in/michael-pento-a1882917b/ WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Risk of Energy Warfare, Geopolitics, European Winter with Doomberg 24:11
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Play Later Play Later Lists Like LikedInterview recorded - 19th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg . During our conversation we spoke about whether the US is still driving enemies together, current Middle East conflict impact on energy, Europe this winter and more. I hope you enjoy! 0:00 - Introduction 1:09 - Is the US continuing to drive enemies together? 3:34 - Greatest risk from the middle east conflict? 5:19 - Impact on energy security? 8:34 - Geopolitical risks globally 10:34 - What is happening in energy? 12:14 - Underestimating chance of a recession in the US? 14:39 - Where is the risk? 16:22 - Venezuela oil a benefit? 19:09 - Will Europe be ok this winter? 21:58 - One message to takeaway from our conversation? The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack. This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations. Read their full bio here - https://doomberg.substack.com/about Doomberg - Substack - https://doomberg.substack.com/ Twitter - https://twitter.com/DoombergT WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Shadow QE to Save the Bond Market? with Michael Howell 43:29
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Play Later Play Later Lists Like LikedInterview recorded - 20th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell - Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about what is currently happening in liquidity markets, whether the FED could go towards yield control, whether all liquidity is created equal, disconnect between inflation and bond prices and more. I hope you enjoy! 0:00 - Introduction 1:40 - What is currently happening in liquidity markets? 4:08 - Will Powell let the bond markets take control? 6:15 - Could the FED go towards yield control? 8:35 - Will they have to bring in financial repression? 13:18 - Potential for another bank financial crisis? 15:45 - Bigger liquidity required for the financial system 31:45 - Is all liquidity created equal or will we see diminishing returns? 33:53 - What does increasing liquidity mean for markets? 39:55 - Disconnect between inflation and bond prices? 40:23 - One message to takeaway from our conversation? Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income. Michael Howell - Website - https://crossbordercapital.com/ Twitter - https://twitter.com/crossbordercap LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 FED Policy Errors, Bond Carnage to Continue & Higher Inflation for Longer with Jim Bianco 39:44
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Play Later Play Later Lists Like LikedInterview recorded - 19th of October 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jim Bianco - President and Macro strategist at Bianco Research. On this episode we spoke about increasing yields on the long end, the new normal, why this could lead to higher inflation for longer, economic indicators that Jim believes show the new normal, assets to outperform current situation and more. I hope you enjoy! 0:00 - Introduction 1:19 - What is Jim currently watching? 5:14 - Why would a pivot increase yields on the long end? 13:44 - What level will bonds have to be for the FED to intervene? 17:19 - Have economist been caught of guard by the new normal? 22:04 - Current economic indicators to watch? 26:19 - Will fiscal spending remain the same? 29:43 - What assets outperform current scenario? 36:34 - One message to takeaway from our conversation? Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Jim appears regularly on CNBC, Bloomberg and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989). Jim Bianco - Website - https://www.biancoresearch.com/visitor-home/ Twitter - https://twitter.com/biancoresearch YouTube - @BiancoResearch WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Predicting Financial Crises, Short-Term Policies, Bond Crash with Didier Sornette 47:52
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Play Later Play Later Lists Like LikedInterview recorded - 11th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Didier Sornette - Emeritus Professor of Entrepreneurial Risks at ETH Zurich; and Chair Professor and co-Dean of the Institute of Risk Analysis, Prediction, and Management (Risks-X) at the Southern University of Science and Technology (SUSTech) Shenzhen. During our conversation we spoke about whether you can predict financial crises, how this was done during 2008, what Didier is seeing in current markets and how this may link to the current bond markets. I hope you enjoy! 0:00 - Introduction 1:41 - Can you predict financial crises? 5:26 - Finding preluding indicators before crises? 9:21 - What did Didier see during 2008 to see risk in the housing markets? 16:21 - FED’s trying to reduce risk as much as possible 23:56 - Are we currently heading towards a crisis? 36:00 - Bond market housing market comparison? 42:01 - One message to takeaway from our conversation? Didier Sornette is Emeritus Professor of Entrepreneurial Risks at ETH Zurich, and Chair Professor and co-Dean of the Institute of Risk Analysis, Prediction, and Management (Risks-X) at the Southern University of Science and Technology (SUSTech) Shenzhen. Since his recent retirement from ETH Zurich, Professor Sornette has been working actively with the private sector on developing socially important products with clear applications in the medical field and in dynamic financial risk management. Professor Sornette is using data-driven mathematical statistical analysis to study the predictability and control of crises and extreme events in complex systems. His key contribution is to use nonlinear multi-variable dynamical settings that include both positive and negative feedback. The results obtained help us better understand the overall stability and instability of financial markets. Didier Sornette - Website - https://emeritus.er.ethz.ch/about-us/people/sornette.html Publications - https://www.researchgate.net/profile/Didier-Sornette WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Debt Markets Shifting Towards Collapse with Gregory Mannarino 30:23
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Play Later Play Later Lists Like LikedInterview recorded - 10th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back - “The Robin Hood of Wall Street” and Founder of Traders Choice. During our conversation we spoke about the continued debt issue, what is happening with government bonds, why we are seeing a liquidity vacuum, the current system and more. I hope you enjoy! 0:00 - Introduction 1:04 - What are we currently seeing in the markets? 5:16 - What is happening in the debt market? 8:10 - What is happening in long duration government bonds? 11:55 - Why is there a liquidity vacuum? 15:45 - Will we see a changing system in the short term? 18:40 - What will be the first to crack? 21:10 - Crises to benefit assets? 26:45 - Precious metals benefit when debt markets have issues 28:10 - One message to takeaway from our conversation? Gregory Mannarino, also known as "The Robin Hood Of Wall Street," is an active/full time trader of the capital markets with a world-wide following. Born on July 22, 1965, he became interested in "Wall Street," like many others at the time, in 1987 after seeing the movie Wall Street with Michael Douglas. Around that time he was able to get an entry level position, then subsequently to the trading floor, at the now defunct bank Bear Stearns, but within a relatively short time realized that working on Wall Street was not like the movies and moved on. He went on to get a medical degree and practiced medicine as a Physician Assistant beginning in 1996, now retired from practice. He also served in the United States Naval Reserve Medical Service Corps, having attained the rank of Lieutenant. Gregory even published a book on casino Blackjack strategies years later, and was banned from playing the game in Las Vegas casinos. Gregory Mannarino - YouTube - https://www.youtube.com/c/GregoryMannarino Traders Choice - https://traderschoice.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Wil A FED Pivot Crash The Stock Market? with Amir Goren 34:24
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Play Later Play Later Lists Like LikedInterview recorded - 6th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Amir Goren - Principal at the Economic Defense Fund. During our conversation we spoke about whether a FED pivot will cause a stock market crash, what impact interest rates have on markets, strong economic drivers and how long the future recession could be. I hope you enjoy! 0:00 - Introduction 1:50 - What is Amir seeing in the markets? 6:56 - No clear FED expectations could crash markets? 10:32 - What would increasing oil prices do to markets? 13:32 - Strong employment numbers in the US 17:36 - What would influence a pivot? 21:42 - What will the future recession be? 22:37 - More pain for longer? 25:32 - Is there a risk of bonds impacting US government 29:49 - How far could the market drop? 33:07 - One message to takeaway from our conversation? Amir Goren’s unique investment approach is based on a combination of his macroeconomic analytical and econometric expertise as well as his technological background. He holds a Ph.D in Economics from UC Irvine, MS in Biomedical Enterprise from Harvard and MIT as well as MBA and Bachelors’ in Engineering degrees from Tel Aviv University. Amir Goren - LinkedIn - https://www.linkedin.com/in/amirgoren/ Twitter - https://twitter.com/EconomicDefense Substack - https://econdef.substack.com/ Website - https://www.economicdefensefund.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 We Are Approaching An Uncontrollable Debt Spiral? with Jesse Felder 32:26
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Play Later Play Later Lists Like LikedInterview recorded - 2nd of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy! 0:00 - Introduction 0:13 - What is Jesse watching in markets? 2:35 - Why is this time different in the US? 5:10 - Lots of factors coming into play? 7:52 - Disconnect between yields and interest rates? 9:30 - Could we see a dollar wrecking ball? 12:10 - Are we experiencing a secular shift? 16:40 - What would a debt death spiral look like? 18:17 - FED forced to intervene in the market? 19:31 - How will the secular shift change markets? 21:25 - The end of overperformance of growth stocks? 24:15 - Another down year for 60 - 40 portfolio 25:50 - Diversifying portfolio into real assets 26:55 - Which assets to perform during this period? 28:40 - One message to takeaway from our conversation? Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. Jesse Felder - Felder Report - https://thefelderreport.com/ Twitter - https://twitter.com/jessefelder WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Commodity Underinvestment to Lead to Supply Shock with Rick Rule 24:20
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Play Later Play Later Lists Like LikedInterview Recorded - 29th of September 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Rick Rule - Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about what Rick is currently seeing in the commodity market, potential supply gap for many commodities, who will be the winners in this scenario, whether a supply shock can be prevented and more! 0:00 - Introduction 0:15 - What Rick is currently seeing in the commodity markets? 2:18 - Short term risk of recession followed by commodity bull market 3:38 - Is there a way to fill the supply gap? 5:11 - Positive impact of innovations 6:45 - Which commodities will have the worst supply/demand gap? 9:22 - Winners in battery, industrial and precious metals? 14:36 - Precious metals diversification for bonds? 19:17 - Gold and Silver to act similarly? 21:12 - One message to takeaway from our conversation? Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. Rick Rule - Twitter - https://twitter.com/RealRickRule LinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/ Website - https://ruleinvestmentmedia.com/ Seminar - https://hopin.com/events/rick-rule-s-summer-investing-bootcamp-topic-tba-aa49dcf0-e168-4883-a761-c2ec78d84d77?utm_source=aff&utm_campaign=6 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Accelerating Threat of World War 3? with James Ker-Lindsay 44:21
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Play Later Play Later Lists Like LikedInterview recorded - 26th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @JamesKerLindsay - A Geopolitical and Ethnic Conflicts expert. James holds a PhD in International Conflict Analysis and has published a dozen books on ethnic conflicts and territorial disputes. During our conversation we spoke about whether we are living in more turbulent times, what the current geopolitical landscape compares to, whether a region can secede, other drivers that will impact geopolitics in the future and more. I hope you enjoy! 0:00 - Introduction 1:16 - Are we living in more turbulent times than normal? 8:14 - What does our current geopolitical landscape remind James of? 14:16 - Setting the precedent of annexing territory? 18:34 - Is the globe hypocritical on current Azerbaijan invasion? 25:26 - Is secession possible in todays day and age? 30:51 - Going back to proxy wars? 37:40 - Other drivers that will impact geopolitics in the future? 41:15 - One message to takeaway from our conversation? James Ker-Lindsay is Visiting Professor at LSEE. His research focuses on conflict, peace and security in South East Europe (Western Balkans, Greece, Turkey and Cyprus), European Union enlargement, and secession and recognition in international politics. He has played an active role in the development of South East European Studies, both in Britain and internationally. He is a former coordinator of the BISA Working Group on the region and is on the editorial boards of Southeast European and Black Sea Studies, the Journal of Balkan and Near Eastern Studies, and Ethnopolitics. As well as his academic work, Prof Ker-Lindsay maintains a strong record of policy engagement and consultancy. He has worked at the Royal United Services Institute (RUSI), the world’s oldest independent security and defence studies think tank, and at the Foreign and Commonwealth Office. He has also served as an advisor to a number of governments and international organisations, including the United Nations and the Council of Europe. He appears regularly in the media and has been interviewed by many leading international news organisations, such as the BBC, CNN, Reuters, Associated Press, The Economist, The Guardian, The New York Times, Radio Free Europe, SKY News, The Times and the Wall Street Journal. James Ker-Lindsay - YouTube - @JamesKerLindsay Books - https://www.amazon.co.uk/James-Ker-Lindsay/e/B001JOTQ88/ Twitter - https://twitter.com/JamesKerLindsay WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 What Went Wrong with Brexit & How To Fix It with Peter Foster 34:02
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Play Later Play Later Lists Like LikedInterview recorded - 22nd of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Peter Foster - Public Policy Editor of the Financial Times and author of the recently released book “What Went Wrong With Brexit: And What Can We Do About It”. During our conversation we spoke about Peter's influence for writing the book, what went wrong with Brexit, whether COVID had an impact, the issue of free movement within the EU, can Brexit be fixed and more. I hope you enjoy! 0:00 - Introduction 2:16 - What was Peter’s influence for writing the book? 3:39 - Challenging for constructive conversations 6:49 - Promises laid out during BREXIT and actual implementation? 11:39 - Disaggregating COVID impact? 16:34 - Free movement was a big issue in the UK 25:17 - Can Brexit be fixed? 32:02 - One message to takeaway from our conversation? Peter Foster is the public policy editor of the Financial Times. His brief is to break out of the bubbles of Westminster and Whitehall to cover all aspects of UK policy, including the implementation of Brexit, the recovery from the coronavirus pandemic and the economic and 'levelling up' agendas of the Rishi Sunak government. He joined the FT in April 2020 from the Telegraph Media Group where he had held the position of Europe editor since 2015, focusing on the Brexit negotiations. He has more than two decades of experience covering global affairs from all sides of the world, based in New Delhi (2004-2008) and Beijing (2008-2012), as well as Washington DC, where he served as The Telegraph's US editor from 2012. He also writes the FT's weekly Britain After Brexit newsletter. Peter Foster - Twitter - https://twitter.com/pmdfoster Book - https://www.amazon.co.uk/What-Went-Wrong-Brexit-About-ebook/dp/B0BXPVW5G1/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 RECESSION: Wealth Building Opportunity is Coming with Jaspreet Singh 32:31
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Play Later Play Later Lists Like LikedInterview Recorded - 13th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jaspreet Singh, Serial Entrepreneur and founder of The Minority Mindset. During our conversation we talked about the impending recession, whether it will be the same as 2008, how to benefit off a recession and more! I hope you enjoy. 0:00 - Introduction 1:00 - Current Macroeconomic Drivers Jaspreet is watching? 6:50 - Inflation to increase or decrease? 9:38 - Will this time be the same as 2008? 13:35 - Blackrock or other institutions to buy up distressed assets? 16:55 - How can individuals position to benefit off financial market distress? 22:45 - How will Jaspreet invest during this period? 26:50 - How do macro drivers effect Jaspreet’s portfolio? 27:45 - One message to take away? Jaspreet “ @MinorityMindset ” Singh is a serial entrepreneur and licensed attorney on a mission to spread financial education. His YouTube Channel has over one million subscribers. Although he didn’t receive any formal financial education – he’s on a mission to make financial education fun and accessible. Jaspreet is the Chief Executive Money Nerd at the Minority Mindset Companies and the host of the Minority Mindset YouTube Channel. Jaspreet is self-taught. His parents are immigrants from the state of Punjab, India. Like many of his second generation Indians, Jaspreet grew up thinking that he needed to become a doctor. But he found a new path. He started his first business – an event planning company – when he was in college. However, Jaspreet didn’t see a future with that company. After graduating college, Jaspreet pursued law school where he continued his entrepreneurial and financial ventures. While in college, he started investing in real estate. But he quickly realized that if he wanted to continue investing in real estate, he’d need access to more capital. So, Jaspreet jumped back into entrepreneurship. After a couple years of research, Jaspreet invented a water-resistant athletic sock. During the launch of his sock company, he was scammed by a marketing company which cost him thousands of dollars. This scam pushed him to start an educational social media page, which he called Minority Mindset. The Minority Mindset implies thinking differently than the majority of people. It’s not a racial minority. He started the Minority Mindset YouTube Channel as a hobby to teach others how to not make the same mistakes he made. Around the time when his YouTube Channel hit 100,000 subscribers – his sock patent was denied. At this point, he was forced to make a decision… Continue with the sock company, or pursue “Minority Mindset”? The sock company was profitable while Minority Mindset was not. He decided to follow his passion and pursued Minority Mindset full time after graduating law school. Now the Minority Mindset brand has grown into a number of companies including Briefs Media – a media company and Market Insiders – an investing education app. His brand has helped countless people get out of debt, start investing, and create a plan towards building wealth. Jaspreet Singh - YouTube - @MinorityMindset Briefs Media - https://briefs.co/ Website - https://theminoritymindset.com/ Twitter - https://twitter.com/MinorityM1ndset WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 China's Political Ideology Propelling Economic Collapse with Nick Glinsman 42:57
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Play Later Play Later Lists Like LikedInterview recorded - 14th of June, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Nick Glinsman, Co-Founder at Malmgren-Glinsman Partners. During this conversation we spoke about Nick's opinion on the FOMC meeting, why BRICS+ will be a disaster, the disaster that China currently is, what opportunities are available and more! 0:00 - Introduction 1:20 - Nicks opinion on the FOMC meeting 9:05 - Global Macro outlook 12:20 - European outlook 15:10 - BRICS+ is a disastrous idea 17:30 - Does the market believe the FED? 20:20 - Is risk in the equity market? 24:40 - Recession but huge fiscal spending 25:40 - Where is the opportunity? 33:40 - Bearish China 40:00 - One message to takeaway? Nick Glinsman - Research Website - https://d5d0c2-2.myshopify.com/ Twitter - https://twitter.com/nglinsman LinkedIn - https://www.linkedin.com/in/nick-glinsman-75b53/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Housing Meltdown Is Imminent with Eric Basmajian 43:56
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Play Later Play Later Lists Like LikedInterview Recorded - 13th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Eric Basmajian, Founder of EPB Research. During our conversation we spoke about whether a housing crash is still on the cards, why this is linked to a recession, Eric's economic data analysis process, how employment has remained strong with these conditions and other macro drivers Eric is currently watching. I hope you enjoy! 0:00 - Introduction 1:10 - Is a housing crash still on the cards? 6:14 - International housing markets in a similar position? 7:02 - Eric’s economic data analysis process 14:40 - Are the data points weighted based on importance? 17:35 - Difficult to predict a recession 21:37 - Revising data 24:10 - How has employment remained strong with these conditions? 30:05 - How will markets react to recessionary data? 32:05 - Other macro drivers Eric is watching? 38:25 - Catalyst for the credit event? 41:05 - One message to takeaway from our conversation? Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices. Eric holds a bachelor’s degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives. Eric Basmajian - Website - https://epbresearch.com/ Twitter - https://twitter.com/EPBResearch YouTube - @EPBResearch LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Recessionary Conditions to Pressure Asset Prices with Lyn Alden 36:08
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Play Later Play Later Lists Like LikedInterview Recorded - 9th of June, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Lyn Alden, Founder of Lyn Alden Investment Strategy. During our conversation we spoke about macro drivers impacting markets, potential for a liquidity crisis driven by the Treasury, the risk of higher inflation for longer, what this means for the debt end game and how Lyn is constructing her portfolio to mitigate these risks. I hope you enjoy! 0:00 - Introduction 1:05 - Macro drivers impacting markets 2:50 - Current Treasury funding challenge 6:05 - Correlation between liquidity and market performance 7:20 - Where will liquidity issues show up first? 8:40 - Lyn’s base case for treasury funding 12:25 - Repeat of March Bank Collapses? 14:10 - Commercial real-estate another challenge for banks? 16:05 - Is todays economy more similar to the 1940’s than 1970’s? 20:30 - Japanification or financial repression? 23:40 - What is the current debt end game? 27:05 - What would Lyn do if she was the Fed Chair? 28:35 - What does Lyn want to own? 30:35 - Macro, Geopolitics & valuation weightings in investing 32:25 - How does Lyn construct and manage risk in portfolio? 33:30 - One message to take away from conversation? Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/ LinkedIn - https://www.linkedin.com/in/lynalden/ Twitter - https://twitter.com/lynaldencontact?lang=en WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Credit Crisis to Collapse "Biggest Bubble in History" with David Hay 45:46
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Play Later Play Later Lists Like LikedInterview recorded - 8th of June, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hay, Co-Chief Investment Officer of Evergreen Gavekal. During our conversation we spoke about key drivers of the current market, whether we are still in the biggest bubble of history, how the current debt cycle risks collapse and why nuclear energy is the future of non-carbon energy. I hope you enjoy! 0:00 - Introduction 0:50 - Key drivers of current markets? 4:30 - Can the FED save the US economy? 7:15 - Will we see stagflation or disinflation? 10:30 - Are we still in a bubble? 13:28 - Industries/geographies that David is watching? 17:00 - How would Treasury funding issues effect market? 20:00 - Will they run inflation hot? 24:00 - The end of a debt cycle? 26:10 - Pensions and other levered bond holders to be punished? 31:30 - Stock picking during market uncertainty? 34:30 - Future energy crisis and why nuclear is vital 38:15 - Why is nuclear better than other non-carbon energy producers? 42:10 - One message to takeaway from our conversation? David Hay acquired the majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macro-economic research. David has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter’s elite Chairman’s Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement. In 2022, David released his highly anticipated book, Bubble 3.0: Who blew it and how to protect yourself when it blows apart. The book explores why he believes the financial markets are headed toward a third iteration of past market rotations. Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder”. David currently spends the winter months in Indian Wells, Ca., with his wife, Mindy, and two dogs, Nova and Roscoe. In early June, they will be moving into their new home in Liberty Lake, Wash. David Hay Interviews - Haymaker as Host interview: https://www.youtube.com/watch?v=EnDy6SGoG00 MicroNuclear explanatory video: https://www.youtube.com/watch?v=Fb2Op0mWlUw David Hays - Twitter - https://twitter.com/Haymaker_0 Website - https://evergreengavekal.com/ Substack - https://haymaker.substack.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Widespread Bankruptcies and Serious Recession Imminent with Adrian Day 44:06
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Play Later Play Later Lists Like LikedInterview recorded - 30th of May, 2023 On todays episode of the WTFinance podcast I have the pleasure of hosting Adrian Day, Chairman & Chief Executive Officer of Adrian Day Asset Management. During our conversation we spoke about key economic drivers Adrian is watching, why this will lead to a 'serious recession', how counterparty risk will be the main driver and why gold and gold stocks could be a great beneficiary of such an event. I hope you enjoy! 0:00 - Introduction 1:30 - Key drivers Adrian is currently watching? 4:20 - What is currently happening with the US consumer? 8:55 - Collapse in consumption? 9:55 - Will this impact the FED’s actions? 14:45 - Double/triple counting employed or job openings 17:00 - How bad will the recession be? 20:55 - Counterparty risk? 21:45 - Treasury bill issuance to impact prices? 24:55 - Why is there a disconnect between markets and the economy? 28:10 - The risk of an earnings recession? 30:25 - What assets to perform during a recession? 36:15 - What does Adrian look for before investing in a company? 37:40 - Is gold undervalued? 42:40 - One message to take away from our conversation? Adrian Day is considered a pioneer in promoting the benefits of global investing in this country. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera. Adrian Day - Website - https://adriandayassetmanagement.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Debt Ceiling and/or FED Tightening to 'Break Markets' with Grant Williams 43:19
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Play Later Play Later Lists Like LikedInterview Recorded - 24th of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams, an experienced investor who is the author of the Newsletter Things That Make You GO Hmmmmm and Co-Founder of the Real Vision Group. During our conversation we spoke about the rising risk in the markets, whether we will see the FED put re-emerge, how to protect your portfolio from a market 'air pocket' and what would be needed to avoid a hard landing. I hope you enjoy! 0:00 - Introduction 1:00 - What is Grant seeing in the markets? 4:20 - Uncommon events more likely to happen 5:30 - The risk of concentration in markets? 8:45 - Crowded trades move quickly 10:15 - The FED put 14:10 - What would happen if interest rates remain high? 16:05 - A push away from monetary to fiscal policy 18:45 - Results of a credit event? 22:23 - How do you protect from a market ‘air pocket’? 26:25 - How to know what to be worried about? 27:15 - Could there be a soft landing and how would it be achieved? 29:20 - Any key trends not given enough attention? 38:30 - What does bottom up and top down mean? 41:54 - One message to takeaway from our conversation? Grant Williams, much to his dismay, has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about. He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years. Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands. Currently, he is a senior advisor to Matterhorn Asset Management AG https://goldswitzerland.com/ in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management https://www.vulpesinvest.com/ in Singapore. Back in 2014, Grant’s ambition to bring the most intelligent, engaging, and original people in finance to a wider audience led him to co-found Real Vision https://www.realvision.com/, an on-demand internet-based financial media platform. Grant’s twin Real Vision interview series, 'In Conversation With…' and 'On The Road' raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success. Long before Real Vision, however, Grant was guiding people around the fringes of finance with his regular newsletter, Things That Make You Go Hmmm… https://www.grant-williams.com/ttmygh_newsletters/, a publication which, from humble beginnings as a daily note to a few friends and colleagues, has grown into one of the most widely-read financial publications in the world. Grant Williams - Website - https://www.grant-williams.com/](https://www.grant-williams.com/ Twitter - https://twitter.com/ttmygh WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn TikTok - https://vm.tiktok.com/ZMeUjj9xV/ iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Markets Like These Will 'Slaughter Investors' with Dave Collum 45:35
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Play Later Play Later Lists Like LikedInterview recorded - 23rd of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back for a third time Dave Collum, Professor of Organic Chemistry and leading thinker on markets and the larger world around us. During our conversation we spoke about why markets seem to be performing despite negative news, how this is influenced by a small minority of companies, whether we could see further banking collapses', which country will win and more! 0:00 - Introduction 1:40 - What is Dave seeing in the current markets? 14:20 - Small number of companies propping up the markets 15:15 - Is there a reason why the top 5 companies are so highly valued? 23:35 - Will the debt ceiling be a red-herring? 26:00 - Are there other banks with issues? 30:35 - All countries have issues, who wins? 34:50 - constant swinging to political extremes? 40:10 - Potential for AI exponential growth? David Collum received a BS in biology from Cornell in 1977 and an MA, MS, and PhD in chemistry from Columbia University in 1980. Dave currently is the Betty R. Miller Professor of Chemistry at Cornell University. While at Cornell Dave has served as Director of Undergraduate Studies, Director of Graduate Studies, associate chairman, and chairman while running a research program in organic chemistry for forty years, which include collaborations with a host of large-cap pharmaceutical companies exemplified by Merck and Pfizer. In recent years he has become interested in the interface where politics and markets meet. He compiles an annual Year in Review, does several dozen podcasts per year, and occasionally stirs up trouble on more mainstream media sources. Dave Collum - Twitter - https://twitter.com/davidbcollum?s=21&t=xvXQIRnoZm5mxXw68trHEQ Year in Review - https://peakprosperity.com/2022-year-in-review-all-roads-lead-to-ukraine/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Weaponization of Dollar to Destroy Global Economy? with Michael Every 46:52
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Play Later Play Later Lists Like LikedInterview recorded - 16th of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Every, Global Strategist at Rabobank. During our conversation we spoke about the key macro drivers, why Geopolitics is a growing issue, what this means for the potential of a new Cold War and which assets will protect wealth during this period. I hope you enjoy! 0:00 - Introduction 0:35 - Key macro drivers for the start of the year 2:05 - What is geopolitics? 4:10 - Why is geopolitics going to be an issue? 9:00 - How will mercantile trade wars impact world economy? 12:05 - On-shoring/friend-shoring will not be easy 16:10 - Services costs to decrease and goods increase? 21:30 - Retirees rely on asset prices? 24:30 - China conflict and future cold war? 29:35 - Will the current US Dollar system change? 36:15 - What assets perform in the coming years? 40:30 - Government backed loans to vital industries? 44:40 - One message to take away from our conversation? Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank’s various economic research publications for internal and external customers and to the media. Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London. Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai. Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-every LinkedIn - https://sg.linkedin.com/in/michael-every-38983214 WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 The Implosion of the Biggest Stock Bubble in US History with Michael Oliver 32:23
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Play Later Play Later Lists Like LikedInterview recorded - 8th of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Oliver, Founder of Momentum Structural Analysis. 0:00 - Introduction 0:42 - Major macro trends Michael is currently watching? 7:42 - Why is the current market not normal? 15:00 - How will you know when the crash is occurring? 24:25 - Real Estate or other real assets to perform? 26:45 - What would it take for Michael to be bullish? 30:25 - One message to takeaway from our conversation? J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX. In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism. Michael Oliver - Website - https://www.olivermsa.com/ Twitter - https://twitter.com/Oliver_MSA WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas Thumbnail Image From -…
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1 Governments To Sacrifice Currency During Economic Collapse with Mario Innecco 28:55
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Play Later Play Later Lists Like LikedInterview recorded - 1st of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco - a financial markets, macroeconomics and monetary policy analyst. During our conversation we spoke about how things have changed over the last 7 months, whether we could see other banks under pressure, how a deflationary crash or hyperinflation are likely and what this means for precious metals moving forward. I hope you enjoy! 0:00 - Introduction 0:45 - Changes in markets since our last conversation? 3:40 - Other banks coming under pressure? 5:25 - Breaking the laws to fix the system 7:10 - International reward, country risk 9:25 - A move away from fractional banking? 12:50 - Gold storage the new banks? 15:00 - Hyperinflation or mass deflation? 17:00 - Currency to be sacrificed to save economy? 18:50 - De-dollarisation and a fractured world currency market? 22:40 - What asset could replace the US Dollar? 24:50 - Any other hard assets that could protect wealth during collapse? Mario has been running his YouTube channel maneco64 since November 2015. His background is in financial markets and economics. He worked for over twenty years in the City of London and specialised in the exchange-traded derivatives market. Mario dealt for major financial institutions and corporate entities advising clients on the government bond market, interest rates, financial markets in general and the economy. He has also been an ardent student of the Austrian School of Economics. Through his videos and also articles here on his blog he endeavours to inform the public about how the financial markets and our current fiat monetary system functions. Mario Innecco - YouTube - @maneco64 Twitter - https://twitter.com/maneco1964 LinkedIn - https://www.linkedin.com/in/mario-innecco-a329416b/?originalSubdomain=uk Website - https://www.maneco64.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Golden Age of Corporate Misconduct & Fraud with Edwin Dorsey 30:00
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Play Later Play Later Lists Like LikedInterview Recorded - 24th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of hosting Edwin Dorsey - Author of the Bearcave, exposing bad companies. During our conversation we talked about what is corporate fraud/misconduct, whether we are in the golden age of corporate misconduct, Edwin's research structure to uncover corporate misconduct and his recent thoughts on AirBNB. I hope you enjoy! 0:00 - Introduction 0:30 - What is corporate misconduct/fraud? 2:30 - The golden age of corporate misconduct and fraud? 4:15 - Is fraud cyclical? 5:35 - More fraud researchers 7:34 - What is Edwin’s structure of investigating corporate misconduct? 11:25 - Official government complaints 15:55 - Next stage of investigation? 19:25 - Red flags 20:05 - Why small/mid cap focus? 22:00 - An investigation into AirBNB 27:15 - Any other countries Edwin is looking into? 28:35 - One message to take away? Edwin Dorsey - Substack - https://thebearcave.substack.com/ Twitter - https://twitter.com/StockJabber?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Email - edwin@585research.com WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 China Challenge to Provoke New Economic Cold War? with Sir Paul Tucker 59:30
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Play Later Play Later Lists Like LikedInterview recorded - 1st of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming Sir Paul Tucker. Paul spent more than 3 decades in Central Banking, culminating in being the Deputy Governor of the Bank of England. He is also the author of the recently released book “Global Discord: Values and Power in a Fractured World Order”. During our conversation we spoke about the threat of a global fracturing, why China is unlikely to change, what a China/US split would look like and how Central Banking could change in the future. I hope you enjoy! 0:00 - Introduction 1:05 - Influence for writing the book? 2:35 - What was the previous global order and why does China want to change it? 6:35 - Why was China conflict on Paul’s radar? 8:55 - Were Western politicians naive about China? 13:35 - Document 9 of the Chinese Communist Party 18:40 - Russia Central Bank reserves frozen 20:35 - Why is WTO and other international organisations brittle and how could China change these organisation? 24:15 - What would a US/China split look like? 29:05 - Best case scenario? 31:40 - How have central banks changed in the last decade? 39:45 - How should banks be saved? 42:15 - How can central banks recover their trust? 53:15 - Why Central Banks need to be tougher on shadow banks? 57:50 - One message to takeaway from our conversation? Sir Paul Tucker is a Research Fellow of the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School. He is the author of Unelected Power: The Quest for Legitimacy in Central Banking and the Regulatory State (2018). Described as “masterful” by Dani Rodrik and “profoundly important” by Larry Summers. His new book, GLOBAL DISCORD: VALUES AND POWER IN A FRACTURED WORLD ORDER, due out in FALL 2022, is about the geopolitics and legitimacy of the international economic and legal system. Both books are at the interface of political economy and political philosophy. Tucker spent more than three decades in central banking, occupying senior positions in the international policymaking world, and was knighted by Britain in 2014. From 2016 to 2021, he was the chair of the Systemic Risk Council, the independent body of former top central bankers, government officials and financial experts dedicated to a stable financial system. As Deputy Governor at the Bank of England from 2009 to October 2013, he was at the centre of efforts to contain the financial crisis and to reshape the international regulatory framework for financial stability. Former Governor of the Bank of England Mervyn King said, “Paul probably understands more about central banking than anyone else. He knows about every aspect of that arcane art and now he [is] free to tell the rest of the world what happens behind those high walls.” At the Bank of England, he was a member of the Monetary Policy Committee, Financial Policy Committee (vice chair), Prudential Regulatory Authority Board (vice chair), and Court of Directors. During his thirty-plus years there, he led staff teams on monetary policy strategy, market operations, and financial stability, as well as working as a bank supervisor. He had secondments to an investment bank and to Hong Kong, where he helped reform their securities markets and regulation following the 1987 stock market crash. Sir Paul Tucker: Website - http://paultucker.me/ Book - https://www.amazon.co.uk/Global-Discord-Values-Power-Fractured/dp/0691229317/ref=nodl_?dplnkId=3426bdbe-6afd-42ab-8c93-2c0288832a5a WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The FED Is No Longer Your Friend with Vincent Deluard 41:33
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Play Later Play Later Lists Like LikedInterview recorded - 24th of April, 2023 On todays episode of the WTFinance podcast I have the pleasure of speaking with Vincent Deluard, Director of Global Macro Strategy at StoneX Group. During our conversation we spoke about why inflation could be structurally higher for the long term, the impact on cheap capital, cheap goods and cheap labour and how this will effect asset prices moving forward. I hope you enjoy! 0:00 - Introduction 0:50 - What has been happening in markets? 2:35 - What is the path of monetary policy? 5:15 - Will we see inflation in the future? 11:20 - What caused lower inflation over the past 40 years and why did it shift? 17:20 - Cheap capital, cheap goods & cheap labour 20:40 - Increase of product prices? 23:05 - Can the US continue with current deficit? 26:40 - Will Europe have a different inflation target? 29:45 - What impact will the new trend have on assets? 32:45 - Commodity Supercycle to re-emerge? 35:55 - Tech to struggle, government back industries to rise? 38:00 - One message to take away Vincent is the global macro strategist for StoneX, where he authors weekly research reports on global macro trends, flows, European capital markets and quantitative topics. Vincent advises large pension funds and other institutional investors on asset allocation and risk management. Prior to joining StoneX., Vincent served as the Europe Strategist for Ned Davis Research Group. In November 2013, Vincent was awarded the Euromoney Padraic Fallon Editorial Prize for his in-depth study of the investment opportunities offered by the European debt crisis. Prior to joining Ned Davis Research, Vincent was the Executive Vice President of TrimTabs Investment Research, where he headed the firm’s quantitative research. Vincent designed and traded large and profitable strategies based on supply and demand indicators for top-tier hedge funds. Vincent is frequently quoted in the Financial Times, Wall Street Journal, Bloomberg, and Barron’s. Vincent taught Ethical and Professional Standards and Private Wealth Management for the CFA Society of San Francisco. Vincent is an adjunct professor of finance for Saint Mary’s College Master’s in Finance and taught at Golden Gate University’s Executive MBA program. Vincent is a CFA charterholder. He completed a dual master’s degree at Sciences-Po Paris (Cum Laude) and Columbia University and speaks English, French, Italian, and Indonesian. Vincent Deluard - Newsletter - https://marketintel.intlfcstone.com/MIPublic/Landing Twitter - https://twitter.com/VincentDeluard LinkedIn - https://www.linkedin.com/in/vincent-deluard-cfa-90950b1 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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Interview recorded - Tuesday the 25th of April On todays episode of the WTFinance podcast I have the pleasure of welcoming back Francis Hunt - Trader, Technical Analyst,Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we talked about the challenges the markets are currently facing, how the central banks will sacrifice the currency to save the economy, what this means for markets and how you can protect your wealth. I hope you enjoy! 0:00 - Introduction 0:15 - What is Francis seeing in the markets? 7:50 - Currency to be sacrificed to save economy? 11:00 - Milkshake theory possible? 17:50 - A lot of market returns are due to Central Banks and Government investment 19:30 - Bretton Woods 2.0? 23:35 - How can you protect your wealth during this period? 29:40 - Spread assets over multiple countries? 34:50 - One message to takeaway from our conversation? Francis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper. Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others. Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset. In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment. Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/ Twitter - https://twitter.com/themarketsniper WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Stocks Are Overvalued, Beware of Correction with Chance Finucane 24:09
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Play Later Play Later Lists Like LikedInterview recorded - 1st of August, 2023 On this week of the WTFinance podcast I have the pleasure of speaking with Chance Finucane - Chief Investment Office of Oxbow Advisors. During our conversation we spoke about Chance's thoughts on the market, why they went risk on at the end of 2022, which companies are overvalued and more! 0:00 - Introduction 0:57 - What is Chance’s thoughts on the market? 2:55 - Why risk on at the end of 2022? 3:27 - Rotating into other sectors? 5:50 - What does an undervalued company look like? 7:45 - Ominous trend of mean reversion? 9:18 - What is the economic data currently saying? 12:15 - What is Chase’ base case? 13:53 - Which specific industries are undervalued? 15:55 - What is your strategy to calculating fair value? 17:55 - How long holding stocks for? 19:45 - What other assets is Chance watching? 22:05 - One message to takeaway from our conversation? Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm’s investment committee. Chance Finucane - Twitter - https://twitter.com/chancefinucane?lang=en Website - https://oxbowadvisors.com/ Twitter - https://www.linkedin.com/in/chance-finucane-a2b82b128/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - https://www.adviserinvestments.com/bi-weekly-newsletter/are-stocks-overvalued/…
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1 We Are on The Brink of an Economic Crisis with Mike "Mish" Shedlock 39:54
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Play Later Play Later Lists Like LikedInterview recorded - 1st of August, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Mish Shedlock - Investment Analyst and Writer of the great global economics blog called “MishTalk”. During our conversation we spoke about the political drivers of the economy, how inflation is impacting the markets, what does a FED pivot mean for assets and whether the economy is currently on the brink of an economic crisis. I hope you enjoy! 0:00 - Introduction 1:00 - What is Mish currently watching? 4:30 - Is inflation a political issue? 9:10 - Have the FED taken the correct action raising rates? 11:25 - Is inflation going to stay higher for longer? 16:20 - What does a FED pivot mean for assets? 20:28 - What data points will Mike be watching to see when markets shift? 22:45 - Is China going the way of Japan? 26:45 - Further risk of banking crises? 30:45 - What will be the competitor to the US dollar? 36:50 - One message to takeaway from our conversation? Mish is a highly acclaimed macro-economic writer and one of the early financial pioneer bloggers. Mish has written articles every day since 2003. That’s 20 straight years of publishing at least one economic post per day allowing for “Merry Christmas” and “Happy New Year” articles. In summer of 2006, Mish called the top of the residential housing bubble, and the bottom in March of 2009. In 2009, Mish’s Global Economic Trend Analysis was on the cover of online Time Magazine, Best 25 Financial Blogs. In 2010, the New York Times cited Mish along with Barry Ritholtz and Calculated Risk in its #1 Idea of the year called: Do-It-Yourself Macroeconomics. The article was about people who called the global economy better than any formally trained economists. Mish is a believer in free markets and small government. He writes from a Libertarian and Austrian economist point of view. Discussion posts, typically multiple times a day, include interest rates, central bank policy, gold and precious metals, jobs, global politics, and economic reports from the BLS, BEA, and Commerce Department. On the first Friday of every month, Mish goes over the monthly job statistics in much greater detail than anything in mainstream media. The same applies to the monthly CPI, PPI, and housing reports from the BLS and commerce department. Mike Shedlock - Website - https://mishtalk.com/ Twitter - https://twitter.com/MishGEA?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 FED Dilemma Paving the Way for Rapid Global Recession with Hugh Hendry 52:53
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Play Later Play Later Lists Like LikedInterview recorded - 1st of August, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Hugh Hendry - Former Hedge Fund manager of Eclectica Asset Management, also known as the Acid Capitalist. During our conversation we spoke about why Hugh is fearful, similarities between today and 2008, understanding the actions of central banks and an explanation of Hugh's portfolio. I hope you enjoy. 0:00 - Introduction 1:45 - What is Hugh seeing and is he fearful? 4:55 - Are there similarities between today and 2008? 10:09 - Fiscal stimulus has picked up private demand slack? 12:14 - We are in the waiting room 17:50 - Understand what your position means 19:20 - Are central banks acting faster as seen with UK Pension Crisis and SVB collapse? 26:39 - Inflation wouldn’t have changed with faster interest rate increases 31:38 - Hugh’s portfolio 42:55 - One message to takeaway from our conversation? Hugh Hendry is an award winning hedge fund manager, market commentator, thought leader, ST Barts Real Estate Investor & Surfer. Hugh Hendry was the founding partner and chief investment officer of the now defunct hedge fund firm, Eclectica Asset Management. The fund was created in 2003 and returned 50 per cent from the revival in the gold price. Hugh later attracted media attention when his fund achieved a 31.2 per cent positive return in 2008 during the depths of the financial crisis, earning him a reputation as a contrarian investors. He has been referred to as "the most high-profile Scot" in the hedge fund sector. Hugh Hendry - Twitter - https://twitter.com/hendry_hugh YouTube - @HughHendryOfficial Website - https://hughhendry.com/ Instagram - https://www.instagram.com/hughhendryofficial/ Patreon - WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Higher Interest Rates to Unravel 'Super Bubble' with Edward Chancellor 44:15
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Play Later Play Later Lists Like LikedInterview Recorded - 27th of July, 2023 Buy Book Here - https://www.amazon.co.uk/Price-Time-Real-Story-Interest/dp/0241569168/ On this episode of the WTFinance podcast I have the pleasure of speaking with Edward Chancellor - A financial historian, journalist and investment strategist. He is also the author of the recently released book “The Price of Time”. During our conversation we spoke about the Price of Time, what impact low interest rates have had on markets and the economy, what we can expect in the future and more. I hope you enjoy. 0:00 - Introduction 1:18 - What is the Price of Time? 4:27 - Why is the price of time important? 9:18 - What impact does negative interest rates have on the economy & markets? 16:18 - Valuations go down as interest rates go up 23:33 - Surprised by how certain markets have held up with higher interest rates? 28:43 - Could history be suggesting current empires will collapse? 40:03 - Interest rates are difficult to predict 42:08 - One message to take away from conversation? Edward Chancellor is a financial historian, journalist and investment strategist. Edward read history at Trinity College, Cambridge, where he graduated with first-class honours, and later gained an M.Phil. in Enlightenment history from Oxford University. In the early 1990s he worked for the London merchant bank, Lazard Brothers. He was later an editor at the financial commentary site, Breakingviews. From 2008 to 2014, Edward was a senior member of the asset allocation team at GMO, the Boston-based investment firm. He is currently a columnist for Reuters Breakingviews and an occasional contributor to the Wall Street Journal, MoneyWeek, the New York Review of Books and Financial Times. In 2008, Edward received the George Polk Award for financial reporting for his article “Ponzi Nation” in Institutional Investor magazine. Edward Chancellor is the author of Devil Take the Hindmost: A History of Financial Speculation (Farrar Straus/Macmillan, 1999), a New York Times Notable Book of the Year. Devil Take the Hindmost has been translated into more than half a dozen languages. In 2005, he published the report, Crunch-Time for Credit? (Harriman House), an analysis of the ongoing credit boom in the US and UK. Edward has also edited two well-received investment books, Capital Account (Thomson Texere, 2004) and Capital Returns (Palgrave Macmillan, 2015). His latest book, The Price of Time, is published by Allen Lane in the United Kingdom and Atlantic Monthly Press in the United States. The Price of Time has been longlisted for the FT 2022 Business Book of the Year. Edward Chancellor - Website - https://www.edwardchancellor.com/ Twitter - https://twitter.com/chancellor_e WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Current Government Spending is Unsustainable with Richard Sylla 46:57
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Play Later Play Later Lists Like LikedInterview recorded - 5th of July, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Richard Sylla, Professor Emeritus of Economics and finance historian. During our conversation we spoke about whether the system can handle rising interest rates with the high debt levels, if this would require depreciation of the currency, whether financialisation is a bad thing and more! 0:00 - Introduction 1:23 - How can we compare recent economics to the past? 5:05 - Can the system handle increasing interest rates with high debt? 8:45 - Depreciation of currency 10:30 - Where would economic growth come from? 11:45 - Have emerging markets taken growth away from developed markets the past decades? 15:32 - How can central banks overcome inflation? 19:35 - Will the FED push the economy into a recession? 22:10 - Unemployment remaining strong 24:20 - Have interest rates ever increased so much without a recession? 25:55 - What is real interest rate? 29:03 - Is financialisaton a bad thing? 31:35 - Japanification 34:10 - Are central banks kicking our problems down the road? 37:50 - Looking at the long term 42:00 - One message to take away from our conversation? Richard Sylla is a Professor Emeritus of Economics and the former Henry Kaufman Professor of the History of Financial Institutions and Markets at New York University Stern School of Business. He teaches courses in financial history, economic and business history of the United States, and comparative enterprise systems. Professor Sylla has been with NYU Stern since 1990. His primary areas of research include historical studies of money, banking, and finance. He is the author of several books, including The American Capital Market and A History of Interest Rates. His writing has appeared in numerous publications, including the Journal of Economic History, Explorations in Economic History, Business History Review, and Enterprise & Society. He is also on the editorial board of many journals that include the Financial History Review, Enterprise and Society, and Economic and Financial History Abstracts. Professor Sylla has also been the recipient of several awards and grants including National Science Foundation grants, an Alfred P. Sloan Foundation grant and the Citibank Award for Excellence in Teaching at the Stern School. He served as President of the Economic History Association and the Business History Conference, and is currently the Chairman of the Museum of American Finance. He is a Fellow of the Cliometric Society and the American Academy of Arts and Sciences. Prior to joining Stern, Professor Sylla taught at North Carolina State and the University of Pennsylvania among others. Professor Sylla received his bachelor of arts from Harvard University before studying at the Indian Statistical Institute at Calcutta. He then received both his master of arts and his doctorate of philosophy from Harvard University. Richard Sylla - Website - https://www.stern.nyu.edu/faculty/bio/richard-sylla Research - https://www.nber.org/people/richard_sylla?page=1&perPage=50 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Most Traders Are Wrong! Markets to Continue to Rally with Jason Shapiro 35:20
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Play Later Play Later Lists Like LikedInterview recorded - 7th of July, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jason Shapiro, Principal at JS Trading and Chief Strategist of Crowded Market Report. During our conversation we spoke about how Jason believes markets have more upside, his market sentiment strategy, why its all about choosing the right trade, the current opportunities Jason is watching and more! 0:00 - Introduction 1:25 - What is Jason seeing in the markets? 4:00 - How do you know when sentiment has changed? 5:30 - Don’t buy the laggers 6:40 - Jason’s strategy, how he built it and why it is successful? 10:00 - What do most traders do wrong? 13:15 - Its not just about being right, but choosing the right trade 14:50 - Concentration of markets 18:30 - What is Jason’s process? 21:30 - What happens when position closes? 22:35 - Position sizing 23:10 - What are the current opportunities? 28:30 - One message to take away from our conversation? 33:06 - Where to find Jason’s work? With over 30 years of trading experience, Jason has gone through most markets a trader should see in their career. From the crazy rallies during the 90s, the tech bubble pop in early 2000s, the 2008 market crash and the latest bull run starting in 2009. Through the last 20 years of his career, he has used a contrarian approach which has been very successful to him and his clients, as verified by Jack D. Schwager in his latest MARKET WIZARDS BOOK. Jason has managed large sums of money from a few million to several hundred million and learned a great deal about the Futures markets, from Equities, Currencies and Fixed Income to Currencies and Precious Metals. Jason Shapiro - Website - https://www.crowdedmarketreport.com/ Twitter - https://twitter.com/Crowded_Mkt_Rpt LinkedIn - https://www.linkedin.com/in/jason-shapiro-53674994/ YouTube - @crowdedmarketreport WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 'Perfect Storm' for Commercial Real Estate Defaults with Daniel McNamara 28:05
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Play Later Play Later Lists Like LikedInterview recorded - 5th of July, 2023 During this interview of the WTFinance podcast I had the pleasure of speaking with Daniel McNamara - Founder & CIO of Polpo Capital. During our conversation we spoke about what is happening in commercial real estate, why this market could see large losses, who are the bag holders and what this means for commercial real estate moving forward. I hope you enjoy! 0:00 - Introduction 0:53 - What is happening in commercial real estate? 3:40 - Which geographies will be the most effected and who are the bag holders? 6:05 - Investors to take large losses 7:30 - Worse with variable rates internationally? 8:40 - Could commercial real estate be a catalyst for another 2008 crisis? 10:00 - Types of commercial real estate 12:30 - Cyclical trend - old vs new 14:25 - Converting commercial to homes 15:55 - Asset managers walking away from commercial real estate investments 18:40 - Any other macro drivers? 19:40 - Where are the commercial real estate opportunities? 21:40 - How does an extension work? 23:20 - During distress, rotating to higher quality assets 25:40 - One message to takeaway from conversation? Daniel McNamara - Twitter - https://twitter.com/danjmcnamara Website - https://www.polpocapital.com/ LinkedIn - https://www.linkedin.com/in/daniel-mcnamara-946a969/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Fourth Turning is Here - From Crisis to a Golden Age with Neil Howe 54:53
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Play Later Play Later Lists Like LikedInterview recorded - 7th of July, 2023 Buy the book here - https://www.amazon.co.uk/Fourth-Turning-Here-Seasons-History/dp/1982173734/ On todays WTFinance podcast I had the pleasure of speaking with Neil Howe, co-author of the ground breaking “The Fourth Turning” and author of the upcoming update to the original book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End.” During our conversation we spoke about what the seasons of history are, how they influence demographics, what the current Fourth Turning could bring and the potential golden age after such crises. I hope you enjoy. 0:00 - Introduction 2:00 - Overview of the seasons of history and the Fourth Turning? 11:13 - Seasons and how they influence demographics? 20:10 - When did the current crisis period begin? 23:50 - Are these seasons inevitable? 28:10 - What other crises can we expect in the next decade? 33:45 - Emergence of global powers after winters 39:55 - How will nuclear weapons impact future crises conflict? 47:25 - What can we expect after crises? 51:40 - One message to takeaway from our conversation? Neil Howe is an acclaimed historian, economist, and demographer and the bestselling author (with William Strauss) of The Fourth Turning, as well as over a dozen books on demographic and social change. The nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future—Howe is Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates, which serves hundreds of corporate, nonprofit, and government clients. He lives with his family in Great Falls, Virginia. Neil Howe - LinkedIn - https://www.linkedin.com/in/neilhowe/ Twitter - https://twitter.com/HoweGeneration Hedgeye - https://app.hedgeye.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - Thomas Cole, Series "The Course of Empire - Destruction"…
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1 Further FED Tightening to Influence "Break in the Market" with Thomas Thornton 29:04
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Play Later Play Later Lists Like LikedInterview recorded - 30th of June, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Thomas Thornton, President at Hedge Fund Telemetry. During our conversation we spoke about why the FED will continue to hike, the potential for a hard landing, Thomas' trading strategy and what sectors we could see a rotation into. I hope you enjoy! 0:00 - Introduction 1:32 - Can the FED created a soft landing? 4:20 - Indicators that Thomas is currently watching for a reversal? 12:20 - Could markets be at the peak? 18:23 - Any other macro drivers they watching? 19:35 - Rotation between different sectors 21:50 - What other sectors? 24:20 - How else does Thomas get trade opinions? 26:20 - One message to takeaway from our conversation Former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Thomas Thornton - Website - https://www.hedgefundtelemetry.com/ Twitter - https://twitter.com/TommyThornton LinkedIn - https://www.linkedin.com/in/thomas-thornton-16130310/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - https://www.wealthprofessional.ca/investments/mutual-funds/money-managers-caught-off-guard-as-stock-market-shifts/373687…
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1 Inflate or Default - The Dollar is in Trouble with Andy Schectman 42:01
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Play Later Play Later Lists Like LikedInterview Recorded - 29th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Andy Schectman, President of Miles Franklin Precious Metals Investments. During our conversation we spoke about what is currently happening in the markets, why governments are driving currencies into the ground, whether this could be the end to the US Empire and which assets will perform during this period. I hope you enjoy! 0:00 - Introduction 1:10 - What is Andy currently watching? 10:50 - Governments driving currencies into the ground 17:18 - Can the current economy transition to a asset-backed currency? 23:03 - Why would anyone trust an asset-backed currency? 29:14 - Is this the end of the US Empire? 34:17 - Which assets will perform during this period? 38:05 - One message to take away from our conversation Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business. Andy Schectman Website - https://www.milesfranklin.com/ Twitter - https://twitter.com/milesfranklinco LinkedIn - https://www.linkedin.com/in/andy-schectman-0895854/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Central Banks to Continue to Damage the Economy with Julian Brigden 51:35
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Play Later Play Later Lists Like LikedInterview recorded - 27th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners. During our conversation we spoke about Julian's thoughts on the current market, fiscal vs private investment, why the second half could be horrible for US equities, whether the market can ween itself off QE and what the future looks like. I hope you enjoy! 0:00 - Introduction 0:12 - Julian’s thoughts on current market action? 5:10 - Fiscal replaces private weakness? 7:40 - Fiscal benefit goes towards certain industries 9:15 - Central Banks changing pivot tone 11:45 - K recovery within the economy? 13:40 - Second half of the year will be different 17:20 - Reverse repo to bills 20:20 - Bullish narrative will change 23:25 - What will Julian be watching? 25:40 - Equity market performance revolves around liquidity 27:40 - Can the market ween itself off QE? 32:15 - Can Central Banks continue current QE process? 37:53 - AI Revolution or Productivity Increase 39:50 - Any positivity? 43:40 - Would US equities fall more if US Dollar strengthens? 45:35 - One message to takeaway from our conversation? Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners’ research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian’s primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals. MI2 Institutional Research offers a student discount for their subscription. The Student rate is $5,001/year for one user and includes access to: 8-10 Monthly Research Reports: Any questions may be directed to: support@mi2partners.com If you are interested in learning more about the Global Macro Summit in Vail between September 26 - 29, check out the link below - https://mi2partners.com/global-macro-summit-early-bird-registration/ Julian - Website - https://mi2partners.com/ Twitter - https://twitter.com/JulianMI2 LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114 WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Bullish Momentum to Continue with 'Melt-Up' to All-Time Highs with David Hunter 34:43
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Play Later Play Later Lists Like LikedInterview recorded - 28th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter for a third time. During our conversation we spoke about whether the Melt-Up is still on, what will influence it, which sectors will benefit from this and why the market is still so bearish. I hope you enjoy! 0:00 - Introduction 1:00 - Does David think Melt-Up is still on? 3:10 - Why will the S&P hit 6-7,000? 8:20 - Defensive investors forced to enter stock market? 11:10 - Drain of liquidity 12:35 - Concerned about concentration of market? 14:30 - Economic support or market driven? 18:25 - Worst after the FED cuts? 22:34 - Fundamentals driving Melt-up 27:09 - Bull market is currently contrarian 29:40 - One message to takeaway from conversation? Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager. David Hunter - Twitter - https://twitter.com/DaveHcontrarian LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Painful Market Crash on the Horizon with John Rubino 43:37
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Play Later Play Later Lists Like LikedInterview recorded - 20th of June, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with John Rubino - Founder of dollarcollapse.com, author/co-author of 5 books and a great Substack. During our conversation we spoke about the bearish pain to come, why we will see further bank failures, could central banks bail out governments, whether this would lead to a Bretton Woods 3.0 and how to protect wealth during this period. I hope you enjoy! 0:00 - Introduction 0:53 - Key events that John is currently watching? 4:10 - Surprised how well the economy has held up? 5:20 - How will John know bearish catalyst 8:35- Why would central banks not bail out government? 13:10 - Do central bankers have any tools left to save the current system? 16:30 - Bretton Woods 3.0 or BRICS currency to emerge? 22:00 - What is happen with the Euro? 29:10 - Potential for a hot or cold war between diverging regions? 35:20 - How to protect wealth? 37:20 - Is land really a store of wealth when governments can tax? 40:55 - Key message to take away from our conversation? John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022. John's newsletter provides actionable advice, based on a couple of premises: - The financial world is spinning out of control and will get considerably worse before it gets better. - There are things we can do to improve our odds of surviving and thriving as the chaos unfolds. John Rubino - Substack - https://rubino.substack.com/ LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Are We Still In A Bear Market? with Michael Gayed 21:28
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Play Later Play Later Lists Like LikedInterview recorded - 20th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael A. Gayed, Portfolio manager at Toroso Investments and publisher of @leadlagreport . During our conversation we spoke about whether we still are in a recession, why the FED will increase interest rates further, other macro drivers Michael is watching and whether we will experience a Melt-Up. I hope you enjoy! 0:00 - Introduction 1:27 - What is happening in lumber and real estate? 4:07 - Why will the FED increase interest rates further? 5:50 - Any other parts of the markets that you are concerned about? 9:42 - Concentration of stocks 11:32 - Nvidia and CISCO 13:22 - Other macro drivers Michael is watching? 15:22 - How long can debtors survive? 17:03 - Melt-up? 19:07 - One message to takeaway from our conversation? Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. Michael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008. Michael Gayed - YouTube - @leadlagreport Website - https://www.leadlagreport.com/ Twitter - https://twitter.com/leadlagreport LinkedIn - https://www.linkedin.com/in/michael-a-gayed-cfa/ Instagram - https://www.instagram.com/leadlagreport/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 FIAT Ponzi Creating “Government Doom Loop” with Lawrence Lepard 35:21
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Play Later Play Later Lists Like LikedInterview recorded - 19th of June, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard, Founder of Equity Management Associates and Sound Money Advocate. During our conversation we spoke about what sound money is, whether our current economy can adapt to sound money, Bretton Wood 3.0 or BRICS currency, which assets will benefit and more! 0:00 - Introduction 0:20 - What is sound money? 6:20 - Can our current economy use sound money? 10:10 - How long does the FIAT system have? 17:35 - System will fight for as long as possible 20:18 - Bretton Wood 3.0? 22:55 - Could governments block the FIAT exits? 26:20 - Assets to protect wealth during hyperinflation? 27:42 - One message to take away from our conversation? 30:25 - Blackrock ETF good or bad for Bitcoin? Larry founded Equity Management Associates, LLC (EMA) in 2006. EMA is an equity investment management firm that invests in growing private and public companies located around the world. Since 2008, EMA has focused on investing in companies which mine the monetary metals, gold and silver. Larry presently serves on the Board of Directors of two development-stage gold mining companies: Lavras Gold Corp. (Toronto/Brazil) and Rise Gold Corp. (California). He has been a frequent guest of many media outlets including Bloomberg Television for his expertise on the monetary metals market. Prior to founding EMA, he spent 13 years at Geocapital Partners (Geo) in Fort Lee, NJ. There, he was one of two Managing General Partners and was responsible for four venture capital funds, aggregating ~$500 million. At Geo, he invested and/or served on the boards of many successful deals including Autoweb, Jackson Hewitt, Netcom, and Realtor.com. Prior to Geo, Larry spent seven years at Summit Partners in Boston, MA and Newport Beach, CA, where he established Summit’s West Coast office. Larry was a General Partner in Summit I and Summit II and invested and/or served on the boards of Chips & Technologies and Software Spectrum, among other investments. Earlier in his career, Larry worked in the Mergers & Acquisitions Group of Smith Barney, Harris Upham & Co. Lawrence Lepard - Website - https://www.ema2.com/ Twitter - https://twitter.com/LawrenceLepard WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Fragile US Banks Struggling for Funding? with Michael Howell 39:13
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Play Later Play Later Lists Like LikedInterview recorded - 25th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell, Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about the fragile state of US banks, why banks are collapsing under higher interest rates, the connection to global liquidity and what this means for asset outperformance in the future. I hope you enjoy! 0:40 - Introduction 1:02 - Why have banks collapsed with higher interest rates? 4:35 - Was the SVB collapse a refinancing issue? 10:45 - Is recent FED policy kicking the issue down the road? 13:45 - What does high debt do to liquidity? 16:20 - What is the current global liquidity landscape? 27:45 - Refinancing issue further in the future? 29:45 - Airbubbles in liquidity market 2018 repeat? 32:05 - Higher liquidity = higher inflation? 34:40 - High risk assets to outperform? 36:55 - One message to take away from our conversation? Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income. Michael Howell - Website - https://crossbordercapital.com/ Twitter - https://twitter.com/crossbordercap LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Recession to Influence 'Deflationary Annihilation'? with Alex Gurevich 34:24
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Play Later Play Later Lists Like LikedInterview recorded - 19th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure to welcome back Alex Gurevich, During our conversation we spoke about the inflation tied is going back out due to recessionary trends, how this could lead to a deflationary annihilation, how this could benefit bonds and other global trends Alex is currently watching. I hope you enjoy! 0:00 - Introduction 0:40 - Current macroeconomic trends Alex is paying attention to? 2:15 - What caused the inflation and why is it decreasing? 4:35 - Why will commercial real estate be annihilated? 6:10 - Could things get worse in the economy later this year? 8:25 - Will the FED have higher policy for longer? 12:05 - How will markets react to FED policy? 14:45 - Data points to watch for recession warning? 18:05 - What would a massive deflation mean for markets & earnings? 19:45 - Any assets that Alex is watching for recession? 22:25 - What bonds is Alex watching? 24:30 - Any other key drivers Alex is watching? 26:25 - What is happening in Japan? 30:00 - One message to take away from conversation? 31:00 - New normal or back to pre-covid? Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade which articulate his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago. Alex Gurevich - Twitter - https://twitter.com/agurevich23 LinkedIn - https://www.linkedin.com/in/alex-gurevich-23a358105 Website - https://honteinv.com/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 US Home Prices to All-Time Highs? with Anthony Vicino 32:24
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Play Later Play Later Lists Like LikedInterview recorded - 18th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Anthony Vicino - a best selling author, host of the Multifamily Investing Made Simple Podcast and manager of $70M real estate portfolio. During our conversation we spoke about the property market, why single family properties could continue to increase, the impending risk of multifamily properties, current real estate trends and starting your own business. I hope you enjoy! 0:00 - Introduction 0:42 - Is the housing markets as bad as it seems? 7:22 - variable rates in other countries 9:45 - Single family properties up, multifamily down? 11:17 - Property markets won’t crash? 13:17 - Had Covid de-urbanisation reversed? 15:57 - Key drivers for investing in real estate and red flags to avoid? 20:27 - Not about the worst building on the block 22:57 - 80k debt to millionaire in 3 years 27:57 - High margins, low upfront costs, scalable 30:17 - What is one message listeners should take away? Ten year ago Anthony was $80k in debt, living in the back of a van, and struggling daily to get out of my own way. He felt trapped by my ADHD mind and life's infinite distractions. Unfocused, undisciplined, and unreliable... He lacked the tools needed to survive, much less thrive. But Anthony knew he was made for more. A search that led me to a system for reclaiming control of the most valuable asset any of us have...His focus. With this system I built my first business to 7-figures in under a year. Then I wrote a book. Then I built another business to 7-figures. And another. I might have ADHD, but there's nothing unique about my story. We all struggle with distractions, procrastination, and self-sabotage. I simply found a system for goal setting, prioritization, and execution which allowed me to unleash my hyper focused mind on demand. Now I'm on a mission to help other entrepreneurs, creatives, and high performers build better businesses, invest in real estate, and maximize their Return on Life. Anthony Vicino - YouTube - @AnthonyVicino Website - https://anthonyvicino.com/ Twitter - https://twitter.com/AnthonyVicino Instagram - https://www.instagram.com/theanthonyvicino/?hl=en WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 US Energy Policy Driving Enemies Together? with Doomberg 37:28
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Play Later Play Later Lists Like LikedInterview recorded - 7th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg. During our conversation we spoke about OPEX flexing their muscles, how the US is driving enemies together, how Europe made it through the winter and the manipulation of Bitcoin prices. I hope you enjoy! 0:00 - Introductions 0:10 - Is OPEC flexing their muscles or showing their weakness? 3:00 - Will OPEC members comply with cuts? 5:15 - US driving enemies together 7:40 - NAFTA an economic superpower 8:55 - Increase of energy production in the US? 11:30 - Strategic foreign policy or constant missteps? 13:40 - How did Europe get through Winter and what does that mean for the next one? 17:30 - What we see in energy prices? 20:30 - Shift towards energy security? 23:50 - Essential commodities dropping in price? 26:10 - The influence CZ has on Crypto prices 32:40 - Signature Bank failed because Crypto exposure? 34:00 - Other banks under pressure? 35:23 - One message to takeaway from our conversation? The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack. This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations. Read their full bio here - https://doomberg.substack.com/about Doomberg - Substack - https://doomberg.substack.com/ Twitter - https://twitter.com/DoombergT WTFinance Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Decade Long Bear Market Ahead with Marc Faber 41:15
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Play Later Play Later Lists Like LikedInterview recorded - 6th of April, 2023 On todays episode of the WTFinance podcast I have the pleasure of welcoming back Marc Faber, Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we talked about the risk of a decade long bear market and whether they peaked in 2021, whether the US time as a world power had ended, who would be the next world hegemony and potential outperformance of emerging markets. I hope you enjoy! 0:00 - Introduction 0:22 - Marc’s current thoughts about the markets? 5:05 - Why will we see a downturn? 7:00 - Inflation adjusted equity market peak? 9:30 - Why have equity markets peaked? 12:50 - End of the US as a world power? 17:07 - Move away from the US Dollar? 21:00 - Further banking collapses? 24:10 - Change in city dynamic? 26:25 - Who will become the next world hegemony? 30:15 - Which emerging markets look interesting? 32:55 - Latin American countries cheap? 36:30 - One message to takeaway from our conversation? Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach. Marc Faber - Website - https://www.gloomboomdoom.com/ Twitter - https://twitter.com/gloomboomdoom?lang=en LinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hk WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 The Dollar Collapse is Imminent with Alasdair Macleod 47:25
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Play Later Play Later Lists Like LikedInterview recorded - 5th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Alasdair Macleod - Head of Research at Goldmoney, Educator for sound money and demystifying finance and economics. During our conversation we spoke about why interest rates are so important in the current scheme of things, how current events impact the banking industry, the end game of current debt system and what this means for precious metal prices. I hope you enjoy! 0:00 - Introduction 0:16 - Alasdair’s current thoughts on the market 8:10 - Deposits being withdrawn from banks 10:38 - How does this effect the banking industry? 16:15 - Whose fault is the banking collapse? 21:19 - End game of current debt system? 27:10 - Any historical examples of devaluation of a currency? 32:50 - Will all fiat currencies devalue? 37:55 - Why have precious metals prices increased? 44:20 - One message to takeaway from our conversation? Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences. Alasdair Macleod - Website - https://www.goldmoney.com/ Blog - https://www.goldmoney.com/research/legal-definitions-of-money-and-credit Recent Article - https://www.goldmoney.com/research/time-to-trash-triffin Twitter - https://twitter.com/MacleodFinance LinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail picture from - https://news.bitcoin.com/investor-richard-mills-says-economy-is-rushing-into-a-us-dollar-crisis-of-epic-proportions/…
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1 FIAT Currency Bubble to Burst? with Matthew Piepenburg 47:06
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Play Later Play Later Lists Like LikedInterview recorded - 3rd of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Matthew Piepenburg, During our conversation we spoke about whether the FED has control over the debt market, Risk of US Dollar losing its hegemony, what happens with a debt collapse and the winners and losers of such an event. I hope you enjoy! 0:00 - Introduction 0:45 - Can the current situation get worse? 7:45 - Does the FED have control over the debt market? 11:55 - Risk of International US Dollars flooding the country? 16:55 - US becoming the common enemy 12:25 - US threat has lost its bite 22:45 - What collateral will replace US Treasuries? 29:20 - What happens with a debt collapse 33:45 - Which countries will be the winners? 37:50 - Investing on Commodities? 42:30 - Commodities detach from trends? 44:50 - One message to takeaway from our conversation? With over 20 years of experience as the General Counsel and, later, CIO of a highly-capitalized single family office (J.H. Johnson); as the Managing Director of a multi-billion, multi‐family office (Massey Quick & Co); and as the Managing Director to a multi-manager hedge fund specializing in managed futures, long/short credit trades and global macro dynamics), Matt has overseen the allocation of over $5 billion in investable assets over a full range of portfolios and alternative investment vehicles. He has lead the quantitative and qualitative due diligence on hundreds of diverse hedge fund managers and strategies and has developed a unique expertise as to the best practices and diverse strategies of the world’s premier investment funds. Matt graduated from Brown University, with highest honors (Magna Cum Laude, Phi Beta Kappa). He holds a Master’s degree and Juris Doctor from Harvard University and the University of Michigan respectively. Fluent in French and German, (having also worked at Dresdner Bank, Frankfurt) he is the author of numerous international white papers on macro conditions, asset classes and global risk management strategies. Following his engagements with family offices, Matt became involved in structuring an launching hedge funds working closely with Morgan Stanley in selecting, allocating, and sizing the diverse, top-quartile portfolio managers which comprise a zero-beta multi-manager fund. With over two decades of experience investing in alternative investment vehicles, including selection of the managers within the aforementioned fund, Matt contributes a deep understanding of the strategies employed by carefully vetted managers and has an equally extensive grasp of constructing uncorrelated, multi-product/security portfolios around market themes with an omnipresent focus on market analysis and risk management. Matt’s collective expertise has forged a strong understanding of macro forces and their essential role in selecting the most efficient and timely strategies for long term asset preservation and growth in current conditions and those to come. His widely acclaimed and user-friendly blogs, straight-talk and conservative/defensive approach to investing are invaluable components of the Signals Matter community. Matthew Piepenburg - LinkedIn - https://www.linkedin.com/in/matthewpiepenburg/ Books - https://amzn.to/3Ujf9M6 Signals Matter - https://www.signalsmatter.com/matthew-piepenburg/ Gold Switzerland - https://goldswitzerland.com/author/matthew-piepenburg/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Central Banks Are In An Impossible Position with Clive Thompson 46:29
46:29 Play Later Play Later Lists Like Liked46:29
Play Later Play Later Lists Like LikedInterview Recorded - 31st of March, 2023 On today's episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson, a retired Wealth Manager from Switzerland. During our conversation we spoke about what was behind the recent bank collapses, commercial real estate the next concern, what this means for the world of banking, how the FED can continue with unrealised losses and whether a BRICs currency could replaced the US Dollar. I hope you enjoy! 0:00 - Introduction 1:40 - What is behind the recent bank collapses 10:30 - Commercial Real Estate the next issue? 15:50 - Most inflated real estate cities to drop 18:20 - Which banks have the most exposure to commercial real estate? 19:30 - What does this mean for the world of banking? 21:25 - Further concentration in largest companies? 32:40 - Could the FED go bankrupt? 40:10 - What does a pivot mean for currency and monetary system? 43:05 - How bad would BRICS currency be for US Dollar? 44:50 - One message to takeaway from our conversation? Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies. Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families. Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance. Clive Thompson - LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/ Video - https://www.youtube.com/watch?v=L9aye4wQ8Ok WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 $100 Trillion Banking Bailout? with Rafi Farber 31:00
31:00 Play Later Play Later Lists Like Liked31:00
Play Later Play Later Lists Like LikedInterview recorded - 31st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Rafi Farber, The @endgameinvestor . During our conversation we spoke about the further banking collapses, why this could lead to a $100 trillion government bailout, what this means for inflation and what is currently happening in precious metals. I hope you enjoy! 0:00 - Introduction 1:07 - Current Take on what is happening at the moment? 4:20 - Derivatives to collapse another Systemic Bank? 8:10 - Trillion Dollar Bailout? 10:38 - Could Shadow Banking system lead to further pain? 13:25 - Last market push up? 16:15 - M2 money supply the key metric to watch? 17:40 - Chinese Yuan to reduce US hegemony? 20:50 - What would an economic restructure look like? 22:30 - Precious metal producers to be wealthiest countries? 24:15 - What is happening in precious metals? 26:10 - Correlation of commodities with markets no more? 28:40 - One message to takeaway from our conversation? Rafi Farber - YouTube - @endgameinvestor Seeking Alpha - https://seekingalpha.com/checkout?service_id=mp_1347 Patreon - https://www.patreon.com/endgameinvestor Twitter - https://twitter.com/RafiFarber WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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1 Has Europe Escaped The Energy Crisis? with Robert Bryce 32:30
32:30 Play Later Play Later Lists Like Liked32:30
Play Later Play Later Lists Like LikedInterview recorded - 27th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Robert Bryce - An author, journalist, podcaster, film producer and public speaker with other 30 years experience in the energy and electricity markets. During our conversation we spoke about what is currently happening in the electricity landscape, whether Europe can make it through the next winter, current red flags in the markets and what this means for our future. I hope you enjoy! 0:00 - Introduction 0:16 - What is currently happening in the electricity landscape? 2:37 - Why is the energy market regional? 4:00 - Some fuels more efficient to transport than others 5:30 - Asia moving to coal? 7:20 - Energy shift? 9:25 - Is the US in a different boat? 12:00 - Policy pushing investment away from gas? 13:15 - Can Europe survive another Winter? 15:08 - Secular shift away from Europe due to energy security fears? 16:10 - Gas arbitrage between US & the rest of the world 18:00 - Convergence on price? 19:30 - Coal a stop gap for energy security in the short term until nuclear? 21:28 - Uranium challenges due to Russian conflict? 23:00 - Main red flags in the energy markets? 25:38 - Everything will cost more in the future 27:47 - Friendly energy & manufacturing countries to prosper 29:00 - One message to take away from our conversation? Robert Bryce is a Texas-based author, journalist, podcaster, film producer, and public speaker. Over the past three decades, his articles have appeared in numerous publications including the Wall Street Journal, New York Times, National Review, Field & Stream, and Austin Chronicle. His new documentary, Juice: How Electricity Explains the World, which he produced along with Austin-based film director Tyson Culver, was released in mid-2020 and is now available on numerous streaming platforms including: iTunes, Amazon Prime, Google Play, Vimeo, YouTube, Xbox, and Vudu. A review of Juice in Birth. Movies. Death said the message of the film “is delivered with ease and precision through smooth editing, narration, and interviews with succinct information from the past, present, and potential ideas for the future. Filled with beautiful aerial shots and poignant scenes on par with images out of National Geographic magazine, Culver’s documentary debut is enlightening and powerful.” Bryce has published six books. His first book, Pipe Dreams: Greed, Ego, and the Death of Enron, received rave reviews and was named one of the best non-fiction books of 2002 by Publishers Weekly. His second book, Cronies: Oil, the Bushes, and the Rise of Texas, America’s Superstate, was published in 2004. His third book, Gusher of Lies: The Dangerous Delusions of “Energy Independence,” published in March 2008, was favorably reviewed by more than 20 media outlets. The American magazine called Gusher “a strong and much-needed dose of reality.” A review of Gusher by William Grimes of the New York Times said that Bryce “reveals himself in the end as something of a visionary and perhaps even a revolutionary.” In 2010, Bryce published Power Hungry: The Myths of “Green” Energy, and the Real Fuels of the Future. Robert Bryce - Website - https://robertbryce.com/ Twitter - https://twitter.com/pwrhungry YouTube - @RobertBryce WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - https://www.imf.org/en/Publications/fandd/issues/2022/12/beating-the-european-energy-crisis-Zettelmeyer…
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WTFinance
1 The Debt Meltdown Has Just Begun with Gregory Mannarino 32:34
32:34 Play Later Play Later Lists Like Liked32:34
Play Later Play Later Lists Like LikedInterview recorded - 22nd of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Gregory Mannarino, “The Robin Hood of Wall Street” and Founder of Traders Choice. During our conversation we spoke about the current banking crisis, how this could lead to a debt meltdown, what this means for personal freedom and how you can protect your wealth during such a situation. I hope you enjoy! 0:00 - Introduction 0:15 - What is Greg’s opinion on the banking crisis? 2:40 - US regional banking system is unique 3:35 - Consolidation of the banking system 6:00 - How are central banks removing liquidity 8:20 - Could there be protests against bank bail outs? 9:54 - FED balance sheet growing 11:15 - Treasuries and government bonds caused the current problem 12:13 - Can markets hold up with current issues? 16:09 - Unrealised losses on balance sheets 19:00 - Race for the door 21:55 - What will the catalyst for the next crisis? 24:15 - Will the FED be the one bank in the US? 27:30 - Assets to protect wealth during a debt crisis? 30:40 - One message to takeaway from our conversation? Gregory Mannarino, also known as "The Robin Hood Of Wall Street," is an active/full time trader of the capital markets with a world-wide following. Born on July 22, 1965, he became interested in "Wall Street," like many others at the time, in 1987 after seeing the movie Wall Street with Michael Douglas. Around that time he was able to get an entry level position, then subsequently to the trading floor, at the now defunct bank Bear Stearns, but within a relatively short time realized that working on Wall Street was not like the movies and moved on. He went on to get a medical degree and practiced medicine as a Physician Assistant beginning in 1996, now retired from practice. He also served in the United States Naval Reserve Medical Service Corps, having attained the rank of Lieutenant. Gregory even published a book on casino Blackjack strategies years later, and was banned from playing the game in Las Vegas casinos. Gregory Mannarino - YouTube - https://www.youtube.com/c/GregoryMannarino Traders Choice - https://traderschoice.net/ WTFinance - Instagram - https://www.instagram.com/wtfinancee/ Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Twitter - https://twitter.com/AnthonyFatseas…
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Interview Recorded - 16th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Kao, a Private investor with 30 years experience and author of the great newsletter Kaoboy Musings. During our conversation we spoke about what is happening with the banking crisis, whether shadow banks will be at risk, if China could be the canary in the coal mind, structural inflation for longer and what this mean for assets moving forward. I hope you enjoy! 0:00 - Introduction 1:38 - What is currently happening with the bank crisis? 9:08 - Are Central Banks willing to do whatever it takes to save banks? 15:34 - Illiquid asset funds at risk? 21:38 - Can banks save themselves? 24:13 - Why will interest rates and inflations be higher for longer? 30:28 - When will supply singularity occur and will it be in all commodity markets? 35:18 - What assets will perform during an inflationary, commodity period? 39:58 - What indicators will tell Michael when we are at the bottom? 45:28 - Which Central Banks will be more dovish? 48:08 - Where do find Michael’s work? Mike has been in the investment business for ~30 years and has experience analyzing and investing in many markets and asset classes, spanning commodities to credit to convertible/capital structure/event arbitrage to distressed debt/equity investing. Mike began his career in the commodities unit at J. Aron/Goldman Sachs in NYC in the early 90’s and traded over 25 different commodity markets and their derivatives. Mike left Goldman to pursue an MBA in Finance at The Wharton School. After business school, Mike joined Canyon Partners, a credit-oriented hedge fund in Los Angeles, where he went on to become partner and co-founder of the Canyon Arbitrage Fund, which focused on various strategies including convertible and capital structure arbitrage as well as event-driven/risk arbitrage. After 5 years at Canyon, Mike decided to leave Canyon and begin his own investment firm, Akanthos Capital Management, LLC. At Akanthos, Mike ran an opportunistic, value-driven investment strategy that looked for “fulcrum securities” up and down the capital structure. Mike stopped actively managing external capital in 2019 and now invests primarily for his family office and enjoys blogging about the markets and economy on Substack at urbankaoboy.substack.com and Twitter @UrbanKaoboy. Mike holds a BS in Electrical Engineering/Computer Science from UC, Berkeley and an MBA in Finance from The Wharton School of the University of Pennsylvania. Michael Kao - Substack - https://urbankaoboy.substack.com/ Twitter - https://twitter.com/UrbanKaoboy LinkedIn - https://www.linkedin.com/in/kaomichael/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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1 Will Pensions Run Out of Money and Collapse? with Ted Siedle 36:55
36:55 Play Later Play Later Lists Like Liked36:55
Play Later Play Later Lists Like LikedInterview Recorded - 9th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Seidle, a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management industry. He’s nationally recognized as an authority on pensions and investment management matters, having testified before the Senate Banking Committee regarding fund scandals and is an expert in various Madoff-related and other litigations. Ted's new Substack - https://pensionwarriorsdwardsiedle.substack.com/ During our conversation we spoke about the current pension system, why they have underperformed the market, whether they could collapse and how this could impact the markets. I hope you enjoy! 0:00 - Introduction 0:15 - What is currently happening in the pension system? 3:13 - How do pensions work and why would company not want to pay pension? 8:00 - Why have pensions underperformed? 11:25 - No incentive for pension managers to change 14:40 - Why has the pension system not changed? 17:15 - Could pension funds collapse? 21:00 - Issues with illiquid investments 24:00 - Pension red flags 28:00 - Will pensions run out of money? 31:50 - How will pension crisis impact markets? 33:40 - One message to take away from conversation? Ted Siedle - Website - https://siedlelawoffices.com/ Twitter - https://twitter.com/EdwardSiedle? LinkedIn - https://www.linkedin.com/in/edward-si... WTFinance - Spotify - https://open.spotify.com/show/67rpmjG... iTunes -…
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WTFinance
1 Will Bank Collapses Be Contagious? with David Woo 38:21
38:21 Play Later Play Later Lists Like Liked38:21
Play Later Play Later Lists Like LikedInterview recorded - 11th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Woo - A former top ranked Wall Street strategist, IMF economist & Founder of Unbound - a global forum devoted to the promotion of fact-based debates about markets, politics, and economics. During our conversation we spoke about the SVB collapse, why it wont lead to a banking crisis within the US, what the aftermath of the collapse will be and changing macroeconomic trends. I hope you enjoy! 0:00 - Introductions 0:23 - How did SVB collapse, what it means for the banking system and the future? 9:20 - Is there risk for B2B heavy banks? 15:25 - Other institutions exposed to long duration bonds? 19:25 - Ignoring interest rate risk 23:22 - What is the aftermath of SVB? 27:00 - Changing trends 29:40 - Will China be investable? 35:40 - One message to take away from our conversation? David Woo is the Founder/CEO of David Woo Unbound, a new global forum devoted to promoting fact-based debates about markets, politics and economics. Until 2021, David was the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income Strategy & Economic Research at Bank of America, where he managed the top ranked global macro strategy team on Wall Street. Previously, David was the Head of Global Currency Strategy at Barclays Capital and the Head of Local Markets Strategy for Central and Eastern Europe, Middle East and Africa at Citigroup. David is known on Wall Street for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was also the first Wall Street analyst to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016 and Bloomberg calls him one of the “most outspoken voice on Wall Street." David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University. David Woo - Website - https://www.davidwoounbound.com/ YouTube - @DavidWooUnbound Twitter - https://twitter.com/Davidwoounbound WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas…
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WTFinance
1 Long-Term Pain for Stocks & Bonds with Neal Berger 39:03
39:03 Play Later Play Later Lists Like Liked39:03
Play Later Play Later Lists Like LikedInterview recorded - 9th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Neal Berger, President at Eagles View Asset Management. During our conversation we spoke about the recent monetary regime change, why this caused all assets to go down in 2022, how the same thing will happen in 2023 and whether we will see a 2018 like pivot. I hope you enjoy! 0:00 - Introduction 0:12 - What happened in 2022? 17:35 - Central Bank liquidity main driver of all markets 19:15 - Why did bonds depreciate with stocks in 2022? 21:10 - Are all assets going to go down in 2023? 26:50 - We have seen a Central Bank Regime change 28:00 - Could we see 2018 like pivot? 31:50 - What else could you keep an eye on? 35:30 - One message to take away from our conversation? Neal Berger is the Founder of Eagle’s View Capital Management, LLC, a hedge fund advisory firm and the investment manager to a number of fund-of-fund vehicles. Mr. Berger has over 25 years of experience on Wall Street and has been in the hedge fund industry for over 20 years. He has been allocating to hedge funds for over 18 years. Prior to founding Eagle’s View, Mr. Berger was the Founder and Director of the multi-strategy funds Apogee Fund, Ltd. and New Edge, Ltd. Mr. Berger had previously been employed as a global macro trader at New York-based Millennium Partners. Mr. Berger has allocated capital to hedge funds on behalf of wealthy families and has also been employed as a Vice President of Proprietary Trading with Chase Manhattan Bank and Fuji Bank in New York. He also served as Vice President and senior member of a proprietary trading group for Union Bank of Switzerland. Mr. Berger started his career as a Financial Analyst at Morgan Stanley. Mr. Berger earned a B.A. in Economics from the State University of New York at Albany. Neal Berger - Email - nberger@evhedge.com LinkedIn - https://www.linkedin.com/in/neal-berger-972291/ WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas Thumbnail image from - https://corporatefinanceinstitute.com/resources/capital-markets/stock-market-crash/…
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