WTFinance

Interview recorded - 24th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about his thoughts on the markets, the geopolitical challenges, BRICS alliance, US allies becoming weaker, proxy wars, gold and more. I hope you enjoy! 0:00 - Introduction 1:30 - Thoughts on markets? 2:51 - Geopolitical challenges? 17...

Interview recorded - 23rd of January, 2025 On 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 thoughts on the markets...

Interview recorded - 23rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis-Vincent Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal. During our conversation we spoke about his thoughts on the markets, the everything bubble in the US, what tariffs mean for the US Dollar, the Chinese economic revolution, QE in the market...

Interview recorded - 17th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is a Macro Economist, Founder and Publisher of the Zeberg Report. During this conversation we spoke about the surprised resilience of the economy, why Henrik sees a recession on the horizon, whether it could become a China-like deflation, market narratives,...

Interview recorded - 16th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C. During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Sco...

Interview recorded - 13th of January, 2025 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 liquidity, how the FED and treasury have been artificially providing liquidity before the election, what the dollar wrecking ball means, impact on market...

Interview recorded - 10th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Steve Hanke. Steve is the 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.  He is also the author of the recently released book “Capital, Intere...

Interview recorded - 6th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg. During our conversation we spoke about the rebellion of the elite and how increasing electricity prices have impacted this in Europe, energy bottlenecks, geopolitical risk, the new American empire, potential for geopolitical vacuum, Trump accelerating growth, European W...

Interview recorded - 3rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Dave Collum. Dave 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 review of 2024, the destruction of the democratic party, emergence of extremism, bureaucratic crisis, controlli...

Interview recorded - 17th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back 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 the economics of 2024, what to expect in 2024, the potential fo...

Interview recorded - 13/12/2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Chief Strategist of Citrini Research. They cover Thematic Equity with a top down approach.  During our conversation we spoke about the thematic equity approach on investing, review of 2024, thoughts on 2025, risk of Nvidia slowdown, return of Arkk, anti-trends, selling too early and more. I...

Interview recorded - 12th of December, 2024 On 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 2024, what David was surprised about in the year, the lament of a bear, what to expect in 2025, tight credit spread, secular shift in bond, where...

Interview recorded - 4th of December, 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. During this conversation we spoke about the current market outlook, why the market is dangerous, cutting government costs, is inflation an issue, asset bubbles, whether the middle class can be s...

Interview recorded - 4th of December, 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 his thoughts on the markets, large governments, inflation, economics, US bubble, BRICS currency and more. I hope you...

Interview recorded - 4th of December, 2024  On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street.  During our conversation we spoke about David's call of the S&P500 reaching 6000 during the lows, how his next projection is for it to hit 7500, Trump trades, dollar bull...

Interview recorded - 3rd of December, 2024 On this episode of the WTFinance podcast 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 the current economic outlook, new Trump term, whether tariffs will be inflationary, did the FED cut too early, avalanche of bond crisis', dollar wrecking b...

Interview recorded - 22nd of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Bjorn Lomborg. Bjorn is a renowned researcher and writer, currently president of the think tank Copenhagen Consensus Center, which researches the most effective solutions to the world’s greatest challenges, from disease and hunger to climate and education. The findings of the 12...

Interview recorded - 19th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Rogers. Jim is a legend in the investing world, author, financial commentator and more! After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. Jim talks further about his current thoughts on the economy, what this me...

Interview recorded - 18th of November, 2024  On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric is the Founder & CEO of EPB Business Cycle Research.  During our conversation we spoke about the current outlook for the economy, inflation risk, employment, impacts on markets and more. I hope you enjoy! 0:00 - Introduction 1:51 - Current outlook for...

Interview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Former Ambassador Chas Freeman. Chas is a well know diplomat with an array of experience. Examples include being the main interpreter for Richard Nixon during his 1972 China visit and the US Ambassador to Saudi Arabia from 1989 to 1992, during the Gulf war. During our conversation...

Interview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Andy Schectman. Andy is the President of Miles Franklin Precious Metals Investments. During our conversation we discussed his current thoughts on the economy, why FED rate cuts aren't leading to lower yields, financial repression, BRICs and risk of a new axis of power, BRIC...

Interview recorded - 9th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ted Seides. You have probably heard Ted before as he is the founder of Capital Allocators, a podcast I very much enjoy and the author of the recently released book “Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals”. 0:00 - Int...

Interview recorded - 22nd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks. During our conversation we spoke about the current state of the economy, FED weakening, decreasing interest rates, how the FED are losing control of the bon...

Interview recorded - 23rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Gerald Celente. Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal with a 40-year track record of identifying, tracking and forecasting trends During our conversation we spoke about the current outlook of markets, how it is a rigg...

Interview recorded - 18th of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming Michael von der Schulenberg. Michael has had a very interesting life, working for the United Nations and OSCE, including as UN assistant Secretary-General, in many of the world’s trouble spots, such as in Haiti, Afghanistan, Pakistan, Iran, Iraq, Syria, the Balkan, Somalia, Sierra Le...