WTFinance

Interview recorded - 27th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners. During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond ma...

Interview recorded - 17th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard - Founder of Equity Management Associates and a sound money advocate.  During our conversation we spoke about Lawrence's current thoughts on the market, risk of everything bubble bursting, whether the FED can land the plane, geopolitical shifts, why somethin...

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 - 14th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with  @EconomicNinja . During our conversation we spoke about what he is currently seeing in the markets, disconnect between markets and the economy, who would replace the US Dollar, short-term gain long-term pain, assets to focus on in this period and more! 0:00 - Introduction 1:15...

Interview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Weston Nakamura - Founder & Host of  @acrossthespreadYT . During our conversation we spoke about 0:00 - Introduction 2:21 - What is Weston currently seeing in global bond markets? 12:46 - Are the BoJ unwinding yield control? 21:31 - Will Japanese bonds follow a similar tre...

Interview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jared Dillian - a writer, author, DJ, and speaker. During our conversation we spoke about why a recession is inevitable, whether a FED pivot is imminent, how this will impact bond prices, how to be financially successful and more. I hope you enjoy! 0:00 - Introduction 1:04 - Jare...

Interview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt - Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we spoke about Francis' thoughts about the market, why we are in an anti-goldilocks economy, whether shorter duration investments will benefit, wh...

Interview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Marc Faber for a third time. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether Marc still believe there will be a bear market, shift to short duration assets, how the FE...

Interview recorded - 30th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming Jeff Snider - One of the foremost experts on the global monetary system and Host of Eurodollar University. During this conversation we spoke about what Jeff is seeing in the economy, what this means for the bond markets, collateral issues, why the recession has not been cancelled bu...

Interview recorded - 27th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Adam Rozencwajg -  Managing Partner at Goehring & Rozencwajg. On this episode of the podcast we spoke about what is happening in the energy markets, underinvestment in energy over the past decade, risk of price fluctuations, what this means for prices and more. I hope you enj...

Interview recorded - 26th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Pento - President & Founder of Pento Portfolio Strategies.  During our conversation we spoke about Michael's thoughts on current markets, why it could be stagflation or depression after a stock crash in 2024, what will happen for the dollar, whether it is possibl...

Interview recorded - 19th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg .  During our conversation we spoke about whether the US is still driving enemies together, current Middle East conflict impact on energy, Europe this winter and more. I hope you enjoy!  0:00 - Introduction 1:09 - Is the US continuing to drive enemies together? 3:34 - G...

Interview recorded - 20th of October, 2023 On this 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 what is currently happening in liquidity markets, whether the FED could go towards yield control, whether all liquidity is created equal, disconnect between inflation a...

Interview recorded - 19th of October 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jim Bianco - President and Macro strategist at Bianco Research. On this episode we spoke about increasing yields on the long end, the new normal, why this could lead to higher inflation for longer, economic indicators that Jim believes show the new normal, assets to outperform curr...

Interview recorded - 11th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Didier Sornette - Emeritus Professor of Entrepreneurial Risks at ETH Zurich; and Chair Professor and co-Dean of the Institute of Risk Analysis, Prediction, and Management (Risks-X) at the Southern University of Science and Technology (SUSTech) Shenzhen. During our conversation we...

Interview recorded - 10th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back ​⁠​⁠​⁠ -  “The Robin Hood of Wall Street” and Founder of Traders Choice.  During our conversation we spoke about the continued debt issue, what is happening with government bonds, why we are seeing a liquidity vacuum, the current system and more. I hope you enjoy! 0:00 - Introdu...

Interview recorded - 6th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Amir Goren - Principal at the Economic Defense Fund.  During our conversation we spoke about whether a FED pivot will cause a stock market crash, what impact interest rates have on markets, strong economic drivers and how long the future recession could be. I hope you enjoy! 0:00...

Interview recorded - 2nd of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors.  During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being...

Interview Recorded - 29th of September 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Rick Rule - Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about what Rick is currently seeing in the commodity market, potential supply gap for many commodities, who will be the winners...

Interview recorded - 26th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with  @JamesKerLindsay - A Geopolitical and Ethnic Conflicts expert. James holds a PhD in International Conflict Analysis and has published a dozen books on ethnic conflicts and territorial disputes. During our conversation we spoke about whether we are living in more turbulent time...

Interview recorded - 22nd of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Peter Foster - Public Policy Editor of the Financial Times and author of the recently released book “What Went Wrong With Brexit: And What Can We Do About It”. During our conversation we spoke about Peter's influence for writing the book, what went wrong with Brexit, wheth...

Interview recorded - 18th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Tavi Costa - Partner and Portfolio manager of Crescat Capital. During our conversation we spoke about what Tavi is currently watching, the potential macroeconomic shift, what this means for current portfolio, assets which will perform during this period and more! 0:00 - Introdu...

Interview recorded - 19th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod for a 3rd time - Head of Research for Goldmoney and SchiffGold. During our conversation we touched on the current debt cycle, why the central banks are losing control of the cost of credit, whether this could lead to a credit crisis, why a gold-backed currency...

Interview recorded - 11th of September 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back  @stevenvanmetre5087 - Money Manager & YouTuber. During our conversation we spoke about whether US banks are insolvent, whether the FED can save the markets, if this crash will be worse than 2008, what we will see internationally and assets that will perform well during a r...

Interview recorded - 8th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Randy Woodward, Managing Director in the Fixed Income Capital Markets division at Raymond James Financial. During our conversation we spoke about what is happening in the markets, why the bank collapses occurred, how the FED changed forever under Bernanke, whether inflation will...