WTFinance

Interview 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 Bo...

Interview 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...

Interview 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...

Interview 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...

Interview 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...

Interview 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 situ...

Interview 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 1:0...

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...