WTFinance

Interview recorded - 3rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance. During our conversation we discussed China's ris...

Interview recorded - 27th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG and critic of current monetary policy actions of central banks. During this conversation we spoke about his thoughts on the economy, why there is a debt trap, no expectation of real growth in the future, private vs pub...

Interview recorded - 25th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Neil Howe. Neil is the co-author of the ground breaking “The Fourth Turning” and author of the updated version of the book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End” which I had the pleasure of reading.  During our...

Interview recorded - 23rd of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Glenn Diesen. Glenn is a Norwegian political scientist and professor at the University of South-Eastern Norway. During our conversation we spoke about the current geopolitical outlook, US hegemon, risk of the collapse of the US hegemon, a multipolar war, increasing geopolitical...

Interview recorded - 10th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is the Head of Research for Goldmoney.  We spoke about the risk of a debt trap, commodities, whether the FED can cut out of a recession, japanificarion, gold and more. I hope you enjoy!  0:00 - Introduction 1:43 - What is happening in the economy? 3:...

Interview recorded - 9th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Mel Mattison. Mel is writer and financial services veteran, with 20 years in the realm of high finance.  During our conversation we talked about Mel's outlook for the markets, higher inflation for longer, risk of economic collapse, social security, stock melt-up, which asset...

Interview recorded - 2nd of September, 2024 Substack - https://rubino.substack.com/ On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack. During our conversation we spoke about John's thoughts about the economy, interest rate cutting, another real estate credi...

Interview recorded - 26th of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”. During our conversation we spoke about what is happening in the markets...

Interview recorded - 27th of August, 2024 On 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 liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy! 0:00 - Intr...

Interview recorded - 21st of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ed Yardeni. Dr Ed is the President of Yardeni Research. During our conversation we spoke about his thoughts on the economy, potential for it being a new roaring twenties, productivity, normalisation of growth, interest rate decisions, impacts on markets and more. I hope you enjoy!...

Interview recorded - 26th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about the risk of a market crash in 2024, BRIC's currency, Global Cold/Hot War, financial system crisis and more. I hope you enjoy. 0:00 - Introduction 1:52 - Market crash in 2024? 9:01 - Control over the heartland? 13:13 - BRIC’s c...

Interview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of hosting Steve Hanke. Steve H. Hanke is a professor of applied economics and founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at the Johns Hopkins University. During our conversation we spoke about Steve's economic outlook, th...

Interview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on 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”. 0:00 - Introduction 1:07 - Economic and market outlook? 6:10 - Stagflat...

Interview recorded - 18th of July, 2024 On this episode of the WTFinance I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner. During our conversation we spoke about Julian's thoughts on the economy, recession on the horizon, why market crash could be a catalyst for recession, hyperfinancialisation, volatility in bubble, dollar, t...

Interview recorded - 18th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming  back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about her outlook for the economy, unemployment and whether it could stick, how bad could the recession be and more. I hope you enj...

Interview recorded - 9th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Professor Richard Wolff. Richard is a well-known critic of an alternative contemporary economic system, host of the Economic Update and Founding Director of Democracy at work. During our conversation we spoke about his thoughts on the economy, why the US may not be the strongest econo...

Interview recorded - 8th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Collum. David is a Professor of Organic Chemistry and leading thinker on markets and the larger world around us.  During our conversation we spoke about Dave's thoughts about the world, why he is still bearish, governments can't afford pensions, shift from boomers to...

Interview Recorded - 20th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Liz Ann Sonders. Liz Ann is Managing Director, Chief Investment StrategistCharles Schwab & Co., Inc. During our conversation we spoke about her outlook for markets, the bifurcation of the economy, why the FED were hawkish, immigration, what does this mean for markets and more. I...

Interview recorded - 13th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether the economy is still in a recession, inflation, precious metals, the collapse of empires, Russia & China, m...

Interview recorded - 12th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Louis-Vincent Gave. During our conversation we spoke about Louis' outlook for global markets, why growth could remain strong with higher inflation, what this means for commodities, whether the Chinese economy has bottomed, Yen weakness and more. I hope you enjoy! 0:00 - Introduc...

Interview recorded - 4th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. During our conversation we spoke about Henrik's current thoughts on markets, why bull market could extend to September, what this means for his portfolio, risk of an economic crisis "much worse than 2008" and more. I hope you enjoy! 0:00 - Introduction...

Interview recorded - 29th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates. During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metal...

Interview recorded - 30th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter.  During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy! 0:00 - Introduction 1:46 - Current outlook of markets? 4:11 - Wha...

Interview recorded - 13th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver - Founder of Momentum Structural Analysis. During our conversation we spoke about Michael's thoughts about the markets, why there is continued stress, what is happening with bonds, what assets will perform and more! 0:00 - Introduction 0:49 - What is Michael...

Interview recorded - 7th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the e...