WTFinance

Interview 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 thro...

Interview 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 sit...

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, struc...

Interview 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 be...

Interview 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 b...

Interview 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! 0:0...

Interview Recorded - 1st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Joseph Wang - CIO at Monetary Macro, writer at the Fed Guy, author of the great book “Central Banking 101” and Former Senior Trader at the Federal Reserve Bank of New York.  During our conversation we spoke about why QE has not cause hyperinflation, How QT is different to QE, Whet...

Interview recorded - 1st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider, one of the foremost experts on the monetary system, Host of  @eurodollaruniversity and Chief Strategist at Atlas Financial. During our conversation we spoke about why the markets have been resilient recently, what an inverted yield curve is, what a recession means fo...

Interview Recorded - Wednesday the 22nd of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Mark Spiegel, Managing Member & Portfolio Manager of Stanphyl Capital Partners. During our conversation we spoke about why the FED are causing a recession, whether stocks will go down big, why this will be led by Tesla and other overvalued stocks and what wou...

Interview recorded - 22nd of February, 2023 During todays WTFinance podcast I had the pleasure of speaking with John Rubino, Founder of dollarcollapse.com, author/co-author of 5 books and macro writer.  During our conversation we spoke about why our financial system will implode, what that means for our world, when is the right time to position in real assets and what the next currency system will...

Interview recorded - 21st of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Keith Dicker, Founder & Chief Investment Officer at IceCap Asset Management. During our conversation we spoke about where risk is currently in the markets, why we have been desensitised to risk, which country could be the catalyst and what assets would be protected during...

Interview recorded - 16/02/2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. During our conversation we spoke about what is happening in the markets, why investors shouldn't be paying attention to the FED, how the current economic environment could lead to many bankruptcies and what assets to watch o...

Interview recorded - 6th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Sam Burns, Founder & Chief Strategist at Mill Street Research.  During our conversation we spoke about Sam's thoughts on the market, how we could have had a market bottom, what indicators Sam is currently watching, why earnings won't be as bad as everyone thinks a...

Interview recorded - 7th of February, 2023 On todays 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 the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope...

Interview recorded - 9th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hunter, a contrarian macro strategist with 49 years of experience on Wall Street.  During our conversation we spoke about how the S&P 500 will hit 6,000 or higher, how it could be the fastest rally in history, what assets will perform the best, what will then cause an...

Interview recorded - 6th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with  @EconomicNinja . During our conversation we spoke about the overview of the auto and real estate industry, thoughts on the current markets, how we could experience the worse crash in 50 years and how you can prepare to become wealthy during that period. I hope you enjoy! 0:00...

Interview recorded - 2nd of February 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Matthew Klein, the founder of The Overshoot and Co-author of the book “ Trade Wars are Class War - How Rising Inequality distorts the global economy and threatens international peace.”  During our conversation we spoke about how de-globalisation, China’s consumption issue, what...

Interview recorded - 2nd of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Zed Francis,  CIO & Co-Founder of Convexitas.  During our conversation we talked about what is currently happening the markets, how tight credit markets could be, whether this could increase volatility and other impacts in markets. I hope you enjoy! 0:00 - Introduction 0:30...

Interview recorded - 31st of January, 2023 On todays 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 whether there is a chance for a soft landing, how bad the recession will be, how the recession will impact markets, which assets will perform and what would h...

Interview Recorded - 23rd of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Antonio Linares, a long term thinker/investor.  During our conversation we spoke about his Electron Management Investment Framework, how this is used to analyse company, a deep dive analysis of both Meta and Amazon and which company Antonio prefers best. I hope you enjoy! 0:00...

Interview recorded - 12th of January, 2023 On this weeks episode of the WTFinance podcast I had the pleasure of speaking with Clive Thompson, a retired Wealth Manager from Switzerland.  During our conversation we spoke about how Central Banks are becoming insolvent, three potential courses of actions Central Banks have, how this could lead to CBDC's and a monetary reset and what assets would...

Interview Recorded - 11th of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Andreas Steno Larsen, Founder & CEO of Steno Research and macro aficionado. During our conversation we spoke about the key trends for 2023, why we could experience the fastest decrease of inflation in history, whether we could experience whether the recession may not be as...

Interview Recorded - 10th of January, 2023 On todays 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 the hyper-financialisation in the US, how inflation could continue longer than expected, why the US could underperform for the next decade and the absolute decline...

Interview recorded - 08/01/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Clem Chambers, CEO of Online Blockchain plc and founder and former CEO of ADVFN. During our conversation we spoke about Clem's thoughts on the markets, how hedge funds are propping up the markets, when we will see the market crash and how to identify the bottom. I hope you enjoy! 0:0...

Interview recorded - 5th of January, 2023 On todays episode of the WTFinance Podcast I had the pleasure of speaking with Dave Collum, Professor of Organc Chemistry  and leading thinker on markets and the larger world around us.  During our conversation we spoke about Dave's thoughts on the markets in 2023, why he thinks it will be the mother of all bear markets that could last 20 years, the f...