WTFinance

Interview 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 - Introd...

Interview 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 wealt...

Interview 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 allocati...

Interview 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...

Interview 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 ma...

Interview 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 i...

Interview 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 po...

Interview 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 t...

Interview 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...

Interview 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 watc...

Interview 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 e...

Interview 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 Wh...

Interview 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 -...

Interview 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 pe...

Interview 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...

Interview 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 stil...

Interview 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 Woo...

Interview 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 expe...

Interview 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 - Introd...

Interview 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...

Interview 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 - Nick...

Interview 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 driv...

Interview 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 const...

Interview 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...

Interview 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...