WTFinance

Recorded - 30/08/2022 On todays episode of the WTFinance podcast I had the opportunity to speak with Michael Gayed, Portfolio manager at Toroso Investments and Publisher of  @The Lead-Lag Report .  During the interview we talked about what is happening in the markets, why markets are acting different this time, whether we could see a housing crash and why it may be a good idea to break the market....

On todays episode of the WTFinance I had the pleasure of speaking with Lukasz Bednarski,  Lithium & Battery Materials Expert and author of the book “Lithium - The Global Race for Battery Dominance and the New Energy Revolution”.  Buy the Book Here - https://www.amazon.co.uk/Lithium-Global-Battery-Dominance-Revolution-ebook/dp/B09GKG4VHN/ During the interview we talking about the current state...

On todays episode of the WTFinance Podcast I had the pleasure of speaking with Ben Hunt, the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. On the podcast we talked about the philosophy behind Epsilon Theory, why investors ignore error, advice Ben received throughout his investment career and greatest investment you c...

On todays episode of the WTFinance podcast I had the pleasure of speaking with Gwen Preston, Founder of  @The Resource Maven   and expert of the commodities markets.  During the podcast we talked about an outline of the commodity markets, how China slowdown may be changing the commodity market, which commodities are underrated and red flags to be aware of when investing. I hope you enjoy! Intervie...

Interview recorded - 2nd of August, 2022 On todays episode of the WTFinance I had the pleasure of speaking with Jón Daníelsson, Reader in Finance, Director of the Systemic Risk Centre at London School of Economics and author of the recently released book “The Illusion of Control: Why Financial Crises Happen, and What We Can (and Can’t) Do About It”. Buy the book here -  Amazon - https://amzn.eu/d/...

Interview recorded - 1st of August, 2022 On todays episode of the interview I had the pleasure of speaking with Srivatsan Prakash - Host of Market Champions Podcast, Analyst at Simplify ETF & Future Macro Expert.  On the podcast we talked about whether we could see a recession, what would happen if the FED pivots, whether the markets have priced in monetary policy and which Macro experts you s...

On todays episode of the WTFinance I had the pleasure of speaking with @Let's Talk Money! with Joseph Hogue, CFA . During the interview we talked about learning from personal investment mistakes, similarities between today and the dot.com bubble, whether we could see a recession and how Joseph has positioned his own portfolio. 0:00 - Introduction 0:30 - Joseph’s background 1:40 - The investin...

On todays episode of the WTFinance I was happy to host  @Felix & Friends , experienced investment, Founder of Goat Academy and host of Felix & Friends YouTube page. On the podcast we talked about Felix's investment background, the challenges retail investors have, trading volatility through options and more! I hope you enjoy. 0:00 - Introduction 0:27 - Felix’s investing background 1:4...

On todays episode of the WTFinance podcast I had the pleasure of speaking with Taylor Kuykendall, Energy and Mining Reporter at S&P Global Market Intelligence.  On the podcast we talked about the coal industry, how it has changed over the past 10 years, the future of coal and misconceptions of the market. I hope you enjoy! 0:00 - Introduction 0:24 - How has the coal industry changed over the 1...

On todays episode of the WTFinance podcast I interviewed Henry Sanderson, Executive Editor at Benchmark Mineral Intelligence and author of the upcoming book "Volt Rush: The Winners and Losers in the Race to Go Green".  Buy the book here - https://www.amazon.co.uk/Volt-Rush-Winners-Losers-Green/dp/0861543750/ During the interview we talked about commodity demand, what rare earth materials...

On todays episode of the WTFinance podcast I spoke with Dan McCrum - multi-award winning journalist at the Financial Times and author of the recently released book "Money Men: A Hot Startup, A Billion Dollar Fraud, A Fight for the Truth". On the podcast we talked about how Dan was involved in the story, what was Wirecard, how it became the tech darling of Germany and EU, how the fraud wa...

On todays episode of the WTFinance podcast I was happy to host Chris Blackhurst - Commentator,  Strategic communications advisor and author of the recently released book "Too Big To Jail - Inside HSBC, the Mexican Drug Cartels and the Greatest Banking Scandal of the Century".  On the podcast we talked about how HSBC's culture is different to other banks, Empire building within the F...

On todays episode of the WTFinance podcast I interviewed Adam Seessel,  Founder and Chief Investment Officer of Gravity Capital Management and author of the recently released book "Where the Money is: Value Investing in the Digital Age".  Buy the Book here - https://www.amazon.co.uk/Where-Money-Value-Investing-Digital-ebook/dp/B0B2Q35N7N/ During the podcast we talked about how hard it wa...

On todays episode of the WTFinance podcast I welcomed back James Fok, a veteran financial and strategic advisor to corporations and governments and author of the recently released book "Financial Cold War: A View of Sino-US Relations from the Financial Markets".  Buy the book here - https://www.amazon.co.uk/Financial-Cold-War-Sino-US-Relations-ebook/dp/B09NTB7P3Z/ On the podcast we talke...

On todays episode of the WTFinance podcast I interviewed Jonathon Karelse, CEO of Northfind Management and author of the recently released book "Histories of the Future: Milestones in the Last 100 Years of Business Forecasting".  Buy the Book here - https://www.amazon.co.uk/Histories-Future-Milestones-Business-Forecasting-ebook/dp/B09T21R45L/ On the podcast we talked about what is foreca...

On todays episode of the WTFinance podcast I was happy to host Peter Krauth - Former portfolio adviser and a 20-year veteran of the resource market, with special expertise in precious metals, mining and energy stocks and author of the recently released book "The Great Silver Bull - Crush Inflation and Profits as the Dollar Dies." On the podcast we talked about the book, why Silver, how t...

On todays episode of the WTFinance podcast I spoke with Jim Lewis, Co-Founder of  Wall Street Silver . On the podcast we talked about 0:00 - Introduction 0:22 - WallStreetBets is known for Gamestop and AMC, where did silver come from? 3:25 - Were you already interested in silver beforehand? 4:12 - Did the macro environment influence your investment in precious metals and why? 7:28 - Commodity Supe...

On todays episode of the WTFinance podcast I was happy to host Joe Olashugba, Macro observer and author of the Market Macro Hub.  On the podcast we talked about the major macro trends Joe is watching, whether we could see longer term inflation, potential strength in the Yen and the importance of putting the time into learning Macro. I hope you enjoy! 0:00 - Introduction 0:22 - How are you holding...

On todays episode of the podcast I was happy to host  FINANCE MARK: Mark Humphery-Jenner, PhD , Associate Professor of Finance at the University of New South Wales. Throughout the interview we talked about how central banks got inflation so wrong, indicators showing inflation could be becoming sticky and whether changing trends could lead to an inflationary decade? I hope you enjoy! Mark is an Ass...

On todays WTFinance podcast we welcomed back Dr Adi Imsirovic, Former Global Head of Oil at Gazprom Marketing & Trading.  On the podcast we talked about what has created the massive inflation in energy prices, the complex geopolitics in Oil, can Europe live without Russian energy and what level of oil would create demand destruction. I hope you enjoy! Adi Imsirovic has over 30 years of experie...

On todays episode of the podcast I was happy to host   Hugh Hendry Official - Founder of Eclectica Asset Management, an award winning hedge fund manager and host of the Acid Capitalist podcast. On the podcast we talked about who is Hugh Hendry, being a contrarian investor, the current relationship between the US and China and why it has created class warfare. I hope you enjoy! 0:00 - Introduction...

On todays episode of the WTFinance podcast I was happy to host  Tom Nash - Palantir evangelist, Co host of Money Talks, Lada lover and Amit hair hater. On todays podcast we talked about the history of Lada, why we should have higher interest rates, how 80% of companies will go bankrupt in the coming years and a strategy to select the future Amazon (as well as a lot of laughing...). I hope you enjo...

On todays episode I had the opportunity to interview Antonio Linares, an investor whose portfolio has delivered an average return of 2000% by focusing on finding asymmetric investment opportunities. On todays episode we talked about what will drive GDP growth in the coming years, Synthetic Biology and Amyris, Antonio's strategy for finding investment opportunities and how Spotify will win the...

On todays podcast I was happy to host Salman Anees Soz, Economist, Commentator and Author of the recently released book "Unshackling India: Hard Truths and Clear Choices for Economic Revival".  During the podcast we talked about the role of the World Bank and IMF, an introduction into the Indian economy, how it has changed over the past 20 years and what changes need to be made to allow...

On todays podcast I was happy to talk with Darin Tuttle, Owner & Chief Investment Officer of Tuttle Ventures, an investment management firm with a strategy designed to leverage fundamental equity management alongside traditional assets like stocks and bonds. On the podcast we talked about the current macroeconomic trends, reducing sensitivity to overall market, managed futures funds, what woul...