WTFinance

Interview recorded - 17th of December, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. During our conversation we spoke about his review of 2025, inflation, liquidity issues, what to look for in 2026, changing monetary trajectory, Chinese s...

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights. During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA deple...

Interview recorded - 12th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates. During our conversation we spoke about the review of 2025, employment rolling over, FED challenges, multiple expansion potential, portfolio positioning and more. I hope you enjoy!0:00 -...

Interview recorded - 10th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Daniel Lacalle. On this episode I have the pleasure of welcoming on Daniel Lacalle. Daniel is a PhD Economist and Fund Manager. During our conversation we spoke about his outlook on the economy, major drivers of weak economy, Europe vs China, whether the economy can be resolved, o...

Interview recorded - 9th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Edward Dowd. Edward is the Founder of Phinance Technologies and author of Cause Unknown. During our conversation we spoke about the economic outlook for 2026, employment data, the delay of the recession, the quick crash, electricity bills, what benefits the crisis and more. I hop...

Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Moreland. Bill is the founder of Bankregdata. During our conversation we spoke about Bills thoughts on the credit markets, regulatory shift, risk in banks, private credit risks, large bank blowup and more. I hope you enjoy!0:00 - Introduction1:18 - Overview of credit markets7:...

Interview recorded - 3rd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back popular guest David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors and one of the few who have been bullish over the past few years. During our conversation we spoke about his new market targets, precious metals, which industries he sees outperforming, midte...

Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Warwick Powell. Warwick is an Adjunct Professor at Queensland University of Professor working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance. During our conversation we spoke about Warwick's ove...

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the economic outlook, Ukraine & Russia ceasefire, energy outlook, why Europe could be screwed and more. I hope you enjoy!0:00 – Introduction0:40 – Economic & Market outlook1:39 – Ukraine Russia ceasefire10:03 – Refining m...

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Krainer. Alex has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following. During our conversation we spoke about Alex's outlook on the current geopolitical landscape,...

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG.During our conversation we spoke about his outlook on the economy, disconnect between markets and main street, credit unravelling, increased political risk, growing out of debt, silver and more. I hope you enjoy!0:00 - I...

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. During our conversation we spoke a...

Interview recorded - 12th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. During our conversation we spoke about his outlook on the economy, magnificent seven bubble, potential market crash, bull trap, precious metals, US dollar and more. I hope you enjoy!0:0...

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Shaun Rein. Shaun is the Founder and Managing Director of the China Market Research Group (CMR), the world’s leading strategic market intelligence firm focused on China. During our conversation we spoke about what is happening on the ground in China, the tariff strategy, consolidat...

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the...

Interview recorded - 31st of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. During our conversation we spoke about his outlook for the economy and markets, the FED expanding their balance sheet, what this means for the 3 bubbles, Financial repression, whether markets wil...

Interview recorded - 27th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Bob Elliott. Bob is the Co-Founder & CIO of Unlimited Funds. During our conversation we spoke about his outlook on the economy, the AI boom, why households are struggling, Stagflation, markets and more. I hope you enjoy! 0:00 - Introduction0:45 - Outlook on the economy?3:45 -...

Interview recorded - 17th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about the current liquidity outlook, what is happening in China, whether Main Street and Equities can continue to go up and more. 0:00 - Introduction0:19 - Curr...

Interview recorded - 13th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”.During our conversation we spoke about his economic outlook, market...

Interview recorded - 1st of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about his current outlook, job revisions, foreign direct investment, why an economic reckoning could be caused by a &q...

Interview recorded - 29th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider. Jeff is at the forefront of modern money and monetary science, specifically the Euro dollar market and its impact globally. He is also the host of the Eurodollar University. During our conversation we touched on Jeff's economic outlook, recent credit bankruptci...

Interview recorded - 30th of September, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal. During our conversation we spoke about Louis' outlook for the economy, liquidity, Chinese 10% deficit, China's shifting economy, demographics, BRICS alliance and more. I hope you enjoy!...

Interview recorded - 29th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Gilbert Doctorow. Gilbert is a author and geopolitical analyst with decades of experience. During our conversation we spoke about the geopolitical sphere, war parties shifting, trump impact, Ukraine vs Russia conflict, US pivoting to China, return of the Monroe doctrine and mor...

Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jason Shapiro. Jason is a trading legend, with 30+ years of trading experience, a hedge fund manager and featured in the book Unknown Market Wizards. During our conversation we spoke about the outlook on markets, how its the most hated rally in history, potential for September...

Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Mel Matterson. Mel is writer and financial services veteran, with 20 years in the realm of high finance. During our conversation we spoke about his outlook, how he is bullish, large deficits, central bank independence, yield curve control, peak ponzi scheme, market outlook, when...