WTFinance

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 - Creature from Jekyll Island
16:50 - Goals of Federal Reserve
20:37 - Concentration of wealth
22:55 - Inevitable issue?
30:07 - One message to takeaway?

...

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 reserve and more. I hope you enjoy!

0:00 - Introduction
1:39 - What is James seeing in markets?
3:35 - Economic uncertainty
10:28 - Higher interest rates inflationary
13:01 - Tariffs
14:43 - Resolution to...

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 currently, realignment of the world worder, who are the losers and more. I hope you enjoy!

0:00 - Introduction
1:22 - Milkshake theory
4:15 - Sovereign crisis
7:20 - Al...

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!

0:00 - Introduction
0:57 - What are you seeing in the economy?
8:39 - Tariffs impact on liquidity
20:14 - Complete shift in the world...

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?
12:30 - Contrarian investors.
16:03 - Current investor positioning
17:08 - Markets more volatile?
19:46 - Assets Jason is watching?
22:43 - Long time to learn trading
26:08 - Largest m...

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 perform and more. I hope you enjoy!

0:00 - Introduction
0:45 - What is Peter watching?
1:26 - Tariffs
3:53 - DOGE
7:27 - MAG7 impacted
9:01 - Inflation
14:29 - Bonds

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 world, gold & precious metals and more. I hope you enjoy!

0:00 - Introduction
1:37 - Tariffs
3:56 - China’s government backed economy
4:57 - US competitive edge
6:38...

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 - Introduction
1:00 - Chris’ view on markets
4:10 - Market crash?
6:20 - Shift of momentum
9:02 - Precious metals
11:14- How long do cycles last?
15:12 - P...

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 - Introduction
1:17 - Thoughts on markets?
6:13 - How do you define a market?
10:51 - Surprised about market strength?
20:51 - Dollar to come down<...

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 lead to and more. I hope you enjoy!

0:00 - Introduction
1:19 - Overview of global economy
3:24 - Why is cutting the deficit wrong?
6:26 - Government spending...

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 shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy!

0:00 - Introduction
1:39 - Geopolitical o...

Interview recorded - 11th of March, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming on Edward Dowd. Edward is the Founder of Phinance Technologies and author of Cause Unknown.

During our conversation we spoke on his current views on the markets, why the economy is struggling, Mainstreet vs Wallstreet, Biden immigration policy, shift from capital to labour, economic reset, which assets to perform and more. I hope you enjoy!

Economic Outlook -https://phinancetechnologies.com/Product_USEconomyOutlook2025.htm

0:00 - Introduction
1:34 - Current view of markets?
5:55...

Interview recorded - 27th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back  @GregoryMannarino . Greg is known as the "The Robin Hood Of Wall Street".

During our conversation we spoke about

0:00 - Introduction
1:09  - Current overview?
2:50 - People are struggling
10:51 - Imbalance from savers to creditors
17:17 - The system delays change
19:47 - The never ending refinancing bubble
26:02 - Opportunities during crisis?
31:52 - One message to takeaway?

Also known as "The Robin Hood Of Wall Street," Gregory Mannarino is...

Interview recorded - 20th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back Larry Lepard. Larry is the Managing Partner of Equity Management associates, has been a professional investment manager for over 40 years, is a vocal advocate for sound money and the author of the recently released book “The Big Print: What Happened To America And How Sound Money Will Fix It”.

0:00 - Introduction
1:12 - What happened in America?
2:30 - Financialization of the country
6:28 - How long can the system survive?
11:05 - The interest is t...

Interview recorded - 21st of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back Glenn Diesen. Glenn is a professor at the University of South-Eastern Norway & geopolitical commentator.

During our conversation we spoke further about the current geopolitical landscape, US & Russia to negotiate peace, disaster of Biden tenure, Russian threat for Europe, Ukrainian tragedy, China & US conflict, the end of US hegemon and more. I hope you enjoy!

0:00 - Introduction
2:18 - Geopolitical landscape
5:04 - US & Russia to negotiate peace?
9:59 - Graveyard of empires
13:22...

Interview recorded - 11th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming on Wasif Watif. Wasif is the President & CIO of Sarmaya Partners. 

During our conversation we touched on his current outlook on the markets, decades long commodity super cycle, whether it is similar to dot com period, the importance of energy, his investing approach and more. I hope you enjoy! 

0:00 - Introduction
1:43 - Current outlook for markets?
7:14 - Decade long trend?
10:01 - US phenomenon?
14:39 - Post dot com bubble?
19:04 - Ca...

Interview recorded - 11th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. 

During our conversation we spoke about gold going under the radar, geopolitics, EU Bust, Debt bubble, flow of gold to the East and what this means for markets. I hope you enjoy!

0:00 - Introduction
1:07 - What is Alasdair seeing?
3:00 - Gold under the radar
3:44 - Geopolitics
10:47 - US moving away f...

Interview recorded - 10th of February, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming on Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research.

During our conversation we spoke about the current geopolitical sphere, the issue with NATO, why West has forgotten about peace, trajectory of the world, end of the US Hegemony and more. I hope you enjoy!

0:00 - Introduction
2:26 - Geopolitics
4:40 - End of cold war
7:50 - Biden geopolitical disaster
9:35 - West forgotten peace<...

Interview recorded - 2nd of February, 2025

On this episode of the WTFinance podcast I had  the pleasure of welcoming back Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.

During our conversation we spoke about tariffs, potential retaliations, the hollowing out of Western manufacturing, the new world order, worlds need for dollars, Chinese self sufficiency, deep seek and more. I hope you enjoy!

0:00 - Introduction
1:53- Tariffs
5:53 - Chinese retaliation?

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?
17:05 - Split the BRICS alliance?
20:58 - US allies becoming weaker?
23:45 - Proxy wars
25:49 - Geopolitical risks of markets?
27:00 - What impact on other assets?
28:30...

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, the bond market leaking, how Scott Bessent can balance it, whether bond market is losing faith in the government, passive investing, what this means for the 60/40 portfolio and more...

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, manufacturing boom and more. I hope you enjoy!

0:00 - Introduction
0:59 - Louis’ overview of markets
4:00 - Everything bubble in the US?
7:44 - Are tariffs bullish US Do...

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, Crypto to diverge from NASDAQ and more. I hope you enjoy!

0:00 - Introduction
1:54 - Surprised by economic resilience?
3:38 - Trump economic boom
8:56 - FED making mistake?
13:18...

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, Scott Bessent and more. I hope you enjoy!

0:00 - Introduction
1:29 - Increased volatility
3:26 - FED cut mistake
5:56 - Issue with duel mandate
8:26...

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 markets and more. I hope you enjoy!

0:00 - Introduction
1:30 - Outlook for global liquidity?
8:53 - What drove QE/YC?
17:35 - Bond market normalising
20:35 - What is happening in China?
25:15...

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, Interest and Waiting: Controversies, Puzzles and New Additions to Capital Theory”.

During our conversation we spoke about what happened in 2024, quantitative tightening, the treasury, drivers of money supply, trump inflation, the dollar wreck...

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 Winter 24/25 and more. I hope you enjoy!

0:00 - Introduction
2:34 - What stood out in 2024?
5:04 - Numb to geopolitical risks1
8:39 - Energy bottleneck for data centres?
10:19 - Pressure on US energy prices?<...

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, controlling complex systems, dollar wrecking ball, confiscating assets, Trump 2.0 and more. I hope you enjoy!

0:00 - Introduction
2:27 - Review of 2024
3:50 - Democrats took election for granted?
9:00 - Biden in 2016?
18:00...

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 for another roaring twenties, the collapse of the US empire, actions to prevent such an event and more. I hope you enjoy!

0:00 - Introduction
1:30 - Economics of 2024
12:40 - Inwards looking...

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 hope you enjoy!

0:00 - Introduction
1:37 - Citrini investment strategy
5:13 - What drives markets?
8:15 - Review of 2024
13:55 - Collection of trends
17:05 - 25 trades for 2025
24:47 - Nvidia slowdown?

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 David is bullish and more. I hope you enjoy!

0:00 - Introduction
1:21 - David’s year review
2:48 - Lament of a bear
8:35 - Earnings remain strong
14:55 - Credit sp...

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 saved and more. I hope you enjoy!

0:00 - Introduction
0:59 - Market outlook
2:38 - Why is the market dangerous?
8:06 - How does the US get out of this?
9:43...

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 enjoy!

0:00 - Introduction
1:58 - Current view on markets
4:28 - No changes to trajectory?
7:23 - Governments getting larger
11:43 - Shift to smaller governments?
16:00 - Inflation
24:19 - Wh...

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 bullishness, precious metals, the everything bubble and more. I hope you enjoy!

 0:00 - Introduction 0:58 - David’s perspective on market 3:18 - Why S&P to 7,500? 6:18 - $7trn yet to inves...

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 ball and more. I hope you enjoy!

0:00 - Introduction
1:54 - Current Outlook?
5:33- New Trump term differences
10:20 - Department of Government Efficiency
11:40  - Tariff revenue raising mechanism

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 most efficient solutions for the world’s poorest are laid out in his recently released book “Best Things First”.

During our conversation we spoke about the UN's Sustainable Development Goals, whether they're pragmatic, why the...

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 means for the market, whether inflation will return, will Trump be good for the economy, China & Uzbekistan, De-dollarisation, current geopolitical strategy and more. I hope you enjoy!

0:00 - Introduction
1:17 - Current...

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 the economy?
9:11 - Economic lag
16:51 - High inventory skewing economic data
21:35 - Risk of increasing inflation?
31:27 - When is data a trend?
34:17 - Employment
41:02...

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 we spoke about the US driving together China and Russia, Biden escalating tensions, US fighting Russia, sustainment of global hegemony, 

0:00 - Introduction
2:06 - Driving China and Russia together?

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, BRICS currency and more. I hope you enjoy!

0:00 - Introduction
1:40 - What is Andy current seeing in economy & markets?
12:54 - FED rates cutting, bonds increasing
14:37 - Financial...