WTFinance

Interview recorded - 5th of February, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about Danielle's thoughts on the markets, what the recent job losses mean for the economy, whether the economy is currently on...

Interview recorded - 29th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about whether an economic depression is on the horizon, catalyst for a deflation, debt driven growth in China, risk of conflict and more! 0:00 - Introduction 1:45 - Economic Depression on Horizon? 9:10 - Catalyst for deflation? 10:40...

Interview recorded - 19th of January, 2023 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 whether good news is bad for the markets, Deja vu of back end of 2022, unwinding of 40 ye...

Interview recorded - 17th of January, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back  @gcelente . Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal. During our conversation we spoke about the trends Gerald are watching in 2024, "When all else fails, they will take you to war", whether Biden runs for pre...

Interview recorded - 10th of January 2024 On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street.  During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what...

Interview recorded - 5th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrick Zeberg for the first interview of the year! Henrik is a Macro Economist, the Founder and Publisher of the Zeberg Report.  During our conversation we spoke about Henrik's Outlook for 2024, why stock market will continue to rip until April this year, the impending rece...

Interview recorded -  19th of December, 2023 This week I had the pleasure of welcoming back David Hay - Co-Chief Investment Officer of Evergreen Gavekal. During our conversation we talked about the David's current thoughts on markets, whether we are in a new bull market or bear rally, assets David is currently watching and more. I hope you enjoy! 0:00 - Introduction 0:45 - Current thoughts on...

Interview recorded - 15th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams for a third time!. During our conversation we spoke about what Grant is seeing in markets, whether the FED are hedging their bets, have they vanquished inflation, what is happening with gold, the everything bubble, politics and more. Hope you enjoy! 0:00 - Introd...

Interview recorded - 11th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on George Robertson -  a veteran of the Fixed Income industry with over 40 years of experience and a very unique view on the FED.  During our conversation we spoke about why the FED does not exist, how the economy is currently handling high interest rates, the narrative is all the F...

Interview recorded - 8th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Peter Grandich - Founder of Peter Grandich & Company. During our conversation we spoke about what Peter is seeing in the market, "Don't worry, Be Happy" bias in Wall Street, current issues globally, assets which Peter believes are undervalued, BRIC's and mo...

Interview Recorded - 7th of December, 2023 On this episode of the WTFinance podcast we had the pleasure of speaking with Rafi Faber - the  @endgameinvestor . During our conversation we spoke about whether the FED have landed the plane, what is happening in repo markets, why banks aren't lending to each other, whether the FED can save the system again, why Gold is increasing and more. I hope y...

Interview recorded - 4th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco. During our conversation we spoke about Mario's thoughts on the economy, why markets have held up, CPI is not real inflation, whether the economy is going into a recession and more. I hope you enjoy! 0:00 - Introduction 1:50 - What is Mario currently watching i...

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...