WTFinance

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...

Interview 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...

Interview 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, whe...

Interview 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 - Int...

Interview 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 perfo...

Interview 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 thi...

Interview 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...

Interview 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...

Interview 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 forwar...

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...

Interview 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 t...

Interview 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 - Int...

Interview 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 mu...

Interview 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 showi...

Interview 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 potent...

Interview 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 ga...

Interview 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...

Interview 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...

Interview 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 - Introduc...