WTFinance

Interview recorded - 7th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor.  During our conversation we spoke about Andy's thoughts on the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope...

Interview recorded - 9th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hunter, a contrarian macro strategist with 49 years of experience on Wall Street.  During our conversation we spoke about how the S&P 500 will hit 6,000 or higher, how it could be the fastest rally in history, what assets will perform the best, what will then cause an...

Interview recorded - 6th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with  @EconomicNinja . During our conversation we spoke about the overview of the auto and real estate industry, thoughts on the current markets, how we could experience the worse crash in 50 years and how you can prepare to become wealthy during that period. I hope you enjoy! 0:00...

Interview recorded - 2nd of February 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Matthew Klein, the founder of The Overshoot and Co-author of the book “ Trade Wars are Class War - How Rising Inequality distorts the global economy and threatens international peace.”  During our conversation we spoke about how de-globalisation, China’s consumption issue, what...

Interview recorded - 2nd of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Zed Francis,  CIO & Co-Founder of Convexitas.  During our conversation we talked about what is currently happening the markets, how tight credit markets could be, whether this could increase volatility and other impacts in markets. I hope you enjoy! 0:00 - Introduction 0:30...

Interview recorded - 31st of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Rosenberg, Founder & President of Rosenberg Research & associates. During our conversation we spoke about whether there is a chance for a soft landing, how bad the recession will be, how the recession will impact markets, which assets will perform and what would h...

Interview Recorded - 23rd of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Antonio Linares, a long term thinker/investor.  During our conversation we spoke about his Electron Management Investment Framework, how this is used to analyse company, a deep dive analysis of both Meta and Amazon and which company Antonio prefers best. I hope you enjoy! 0:00...

Interview recorded - 12th of January, 2023 On this weeks episode of the WTFinance podcast I had the pleasure of speaking with Clive Thompson, a retired Wealth Manager from Switzerland.  During our conversation we spoke about how Central Banks are becoming insolvent, three potential courses of actions Central Banks have, how this could lead to CBDC's and a monetary reset and what assets would...

Interview Recorded - 11th of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Andreas Steno Larsen, Founder & CEO of Steno Research and macro aficionado. During our conversation we spoke about the key trends for 2023, why we could experience the fastest decrease of inflation in history, whether we could experience whether the recession may not be as...

Interview Recorded - 10th of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners. During our conversation we spoke about the hyper-financialisation in the US, how inflation could continue longer than expected, why the US could underperform for the next decade and the absolute decline...

Interview recorded - 08/01/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Clem Chambers, CEO of Online Blockchain plc and founder and former CEO of ADVFN. During our conversation we spoke about Clem's thoughts on the markets, how hedge funds are propping up the markets, when we will see the market crash and how to identify the bottom. I hope you enjoy! 0:0...

Interview recorded - 5th of January, 2023 On todays episode of the WTFinance Podcast I had the pleasure of speaking with Dave Collum, Professor of Organc Chemistry  and leading thinker on markets and the larger world around us.  During our conversation we spoke about Dave's thoughts on the markets in 2023, why he thinks it will be the mother of all bear markets that could last 20 years, the f...

Interview Recorded - 4th of January, 2023 On todays episode of the WTFinance Podcast I had the pleasure of speaking with Andy Schectman, President of Miles Franklin Precious Metals Investments.  During our conversation we spoke about why banks are hoarding gold, whether the US world hegemony could end, how this could lead to Bretton Woods 3.0 with BRICS and whether LME is running out of physical c...

Interview recorded - 28/12/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Francis Hunt  @TheMarketSniper1 - Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we spoke about whether the monetary system will collapse, whether we could experience disinflation, the upheaval of the financial system and Fr...

Interview recorded - 22nd of December, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Alexander Campbell,  Founder of http://rose.ai/ and Former Global Macro Investor at Bridgewater and Lehman's. During our conversation we spoke about whether China will become the next Japan, key indicators Alex is watching, how this will impact China's economy and as...

Interview Recorded - 15th of December, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco, Financial markets and macroeconomics analyst. During the conversation we spoke about the potential for a currency crisis, what catalysts to be aware of, whether a FED pivot would change the outcome and how you can protect your wealth from this crisis. I hope you...

Interview Recorded - 13/12/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Jay Martin, Host of The Jay Martin Show & President of Cambridge House International. During our conversation we spoke about Jay's investment approach, the current macroeconomic puzzle, investing in commodities and more! I hope you enjoy. 0:00 - Introduction 0:20 - What influence...

Interview recorded - 08/12/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Marko Papic, Partner & Chief Strategist at Clocktower Group, as well as author of the book “Geopolitical Alpha: An Investment Framework for Predicting the Future”. During our conversation we spoke about the greatest misconceptions individuals have about Geopolitics, the importance of...

Podcast recorded - 06/12/2022 On todays 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 liquidity is, how it is a precursor to negative economic & market actions, the key drivers of liquidity and what would happen if central banks remained hawkish. I hope y...

Interview recorded - 2nd of December, 2022 On todays episode of the WTFinance I had the pleasure of speaking with Rafi Farber of The End Game Investor. During our conversation we spoke about what is currently wrong with our monetary system, how central banks are stealing from you, what the collapse would look like and what will protect your wealth. I hope you enjoy! 0:00 - Introduction 0:24 - What...

Interview Date - 28/11/2022 During todays podcast I had the pleasure of speaking to Matthew Piepenburg, Commercial Director at Matterhorn Asset Management and co-founder of SignalsMatter.com, has extensive experience in alternative investments, law, and finance, with particular expertise in managed futures, credit and equity investing During our conversation we talked about why the monetary system...

Interview recorded - 23rd of November, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Brent Donnelly - President of Spectra Markets, an experienced currency, equity and futures trader, and author of two books on trading “Alpha Trader) and “The Art of Currency Trading”. During our conversation we spoke about Key Macro trends Brent is watching, whether we have se...

Interview recorded - 21st of November, 2022 On todays episode of the WTFinance I had the pleasure of speaking with Weston Nakamura, Former Goldman Sachs and Jefferies trader in Tokyo and currently Global Markets Editor at Real Vision.  During this conversation we spoke about Weston's unconventional route into finance, unique methods of analysing markets, following capital, the importance of t...

Interview recorded - 17th of November, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with Bob Elliott, Former Senior Investment Executive at Bridgewater Associates and currently Co-Founder, CEO & CIO of Unlimited Funds. During our conversation we talked about inflation, whether the Fed will pivot soon, how this is impact ting Europe and the potential for a secu...

Interview recorded - 24th of October, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with John Williams, founder of ShadowStats, a website that calculates the “actual” inflation rate. During our conversation we talked about what is wrong with our current measurement, why inflation may actually be 16%, whether gold moves with this measurement of inflation and more. I...