WTFinance

Interview recorded - 3rd of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Marko Papic. Marko is chief strategist at at BCA Research. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future. During our conversation we spoke about Marko's current thoughts on the geopolitical landscape, his framework, trading geopol...

Interview recorded - 1st of July, 2025On this episode of the WTFinance market I had the pleasure of welcoming back David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors 52 and one of the few who have been bullish over the past few years. During our conversation we spoke about the disconnect between the economy and markets, tariffs, Doge to continue, the reduction of the defici...

Interview recorded - 26th of June, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the potential consequences of war, UN security council irrelevant, WW3, Russia beating NATO, global war of de-dollarisation, $60 oil base and more. I hope you enjoy!0:00 - Introduction1:09 - Current outlook2:12 - Consequences of war4...

Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor 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 co-author of the recently released book “Making...

Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is also the Head Macro Economist at Swissblock. During our conversation we spoke about the volatile markets, the FED ignoring data, bond market, economy vs markets, global economics, and more. I hope you enjoy!0:00 - Introduction1:17 - What is Henrik watching?3...

Interview recorded - 6th of June, 2025On 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 what Clive is seeing in the economy, financial repression, changing system, US dollar and what industries Clive is watchin...

Interview recorded - 3rd of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Dr Komal Sri-Kumar. Dr Komal is the President, Sri-Kumar Global Strategies. During our conversation we spoke about the US Debt crisis, outlook on the economy, risk of stagflation, the bond market, what Powell should do and more. I hope you enjoy!0:00 - Introduction1:53 - Outlook on the...

Interview recorded - 5th of June, 2025On 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. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas. During our conversation we spoke abou...

Interview recorded - 30th of May, 2025On 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 economic outlook, economic trajectory, company profit margins, what this means for the economy and more. I hope you enjoy!0:00 - Introduction0:59 - Current...

Interview recorded - 30th of May, 2025On 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 his current outlook on markets, how the economy could already be in a recession, tariffs, rebalancing of trade, corporate margins, stock market and mor...

Interview recorded - 30th of May, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming back Clem Chambers. Clem is an author, journalist and founder CEO of A New FN Europe’s leading stocks and markets website. During our conversation we spoke about the overview of the economy, why the markets are crazy, Trump TACO trade, you should be cautious, government spending traject...

Interview recorded - 23rd of May, 2025On 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 overview of global liquidity, FED increasing liquidity, yields higher, Gold trend, debt reset and more. I hope you enjoy!0:00 - Introduction1:14 - Overvie...

Interview recorded - 22nd of May, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. During our conversation we spoke about Michael's thoughts on the economy, tariff negotiations, inflation, Doge, bond market issues, growth of debt issues, what would turn Michael bullish and mor...

Interview recorded - 12th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. During our conversation we spoke about the shifting geopolitical tides, what Trump negotiations mean, mass imports, issues with free trade, who will lose and more. I hope you enjoy!0:00 - Introduction1:10 - What are we seeing in the world?4:34 - Trump negotiation?6:12...

Interview recorded - 23rd of April, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on G.Edward Griffin. G.Edward is the author of the “Creature from Jekyll Island”. During our conversation we spoke about the creation of the FED, the goals of the Federal Reserve, concentration of wealth, their true purpose and more. I hope you enjoy! 0:00 - Introduction 1:48 - Creatu...

Interview recorded - 23rd of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter. During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal...

Interview recorded - 21st of April, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Brent Johnson. Brent is the CEO of Santiago Capital, has twenty years experience in financial markets and is well known for coining the “Milkshake theory”. During our conversation we touched on the Milkshake theory, the risk of a sovereign crisis, what this means for the markets cu...

Interview recorded - 17th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG. During our conversation we spoke about the current state of the economy, tariffs, why all problems lead to debt and liquidity, a complete shift in the world order, collapse of the FIAT currency and more. I hope you enjoy!...

Interview recorded - 7th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jason Shapiro. Jason is a hedge fund manager and trading legend with 30+ years of trading experience. He was also featured in the book "Unknown Market Wizards".  0:00 - Introduction 1:20 - What are we seeing? 3:12 - Comparison to other periods? 7:53 - Who is selling? 12:3...

Interview recorded - 14th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Peter Boockvar. Peter is a CNBC Contributor, Chief Investment Officer of Bleakley Financial Group & Editor of the Boock Report.  During our conversation we spoke about what he is watching, Tariffs, DOGE, impact on the stock market, inflation, a bifurcating world, assets to per...

Interview recorded - 14th of April, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about the Trump tariffs, what this means for the global world order, China, which assets to perform, a bifurcated worl...

Interview recorded - 20th of March, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders.  During our conversation we spoke about his views on the market, risk of a crash, shift of momentum, precious metals, how long do cycles last and more. I hope you enjoy! 0:00 - Introducti...

Interview recorded - 13th of March 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis. During our conversation we spoke about the current risk of a recession, what this means for markets, why there could be a long bear market, gold, the commodity super cycle and more. I hope you enjoy! 0:00 - Int...

Interview recorded - 15th of March, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Dr Steve Keen. Steve is a critically acclaimed economist who is looking to debunk traditional economics. During our conversation we spoke about the current state of the global economy, why economists have everything wrong, why Trump should not be cutting the deficit, what this will...

Interview recorded - 14th of March, 2025 On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following.  During our conversation we spoke about the geopolitical overview, why the world order is shiftin...