WTFinance

Interview recorded - 30th of March, 2026On 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 about the current issues in the economy, energy crisis, how businesses can't catch a break with tariffs, energy costs and higher rates, FED reaction, liquidity shift, Private Credit and impact on markets. I hope...

Interview recorded - 30th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg.During our conversation we spoke about the energy market risks, potential regime collapse in Iran, how they've held out for so long, Chinese energy strength, reshaping energy markets and more. I hope you enjoy!0:00 - Introduction2:52 - Energy market risks5:34 - Extension of market fractures9:44 - Regime collapse in Iran?12:05 - US assets for commodities16:13 - How has Iran held out?22:07 - Keeping Strait of Hormuz closed23:44 - Existential crisis for China?27:22 - China to invade Taiwan?29:17...

Interview recorded - 27th of March, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back David Woo. David is a top global macro strategist who challenges consensus, such as calling Trump’s 2016 election, the post-Covid rebound, and major macro inflection points before they happened. He is also the founder of David Woo Unbound and co-author of the upcoming book “Merry-Go-Round Broke Down” a geopolitical novel.During our conversation we spoke about the current conflict in the middle east, the first proxy war between the US & China, whether we could see boots on the ground, what t...

Interview recorded - 18th of March, 2026 On this episode of the WTFinance podcast I have the pleasure of welcoming back Dave Collum.Dave talks further about the current situation in the markets, inelastic markets, private credit, everything bubble, international monetary non-system, America first globalisation, noise and volatility and more. I hope you enjoy!0:00 - Introduction2:52 - Inelastic markets4:19 - Boomers retiring?8:59 - Private credit and debt13:25 - Massive overvaluation of markets17:43 - Everything bubble21:09 - International Monetary non-system24:35 - Onshoring26:21 - Can the US backdown from Iran?35:44 - America first to globalisation38:02 - Noise and volatility41:30 - How does...

Interview recorded - 16th of March, 2026 On this episode of the WTFinance podcast I had the pleasure of welcoming on Josef Schachter. Josef is a 40+ year veteran of the Canadian Investment Management Industry and the founder of the Schachter Energy Report. During our conversation we spoke about the current situation in the Middle East, what the Strait of Hormuz being closed for an extended period of time could do to the market, potential supercycle in the coming years, production growth, Canadian opportunities and more. I hope you enjoy!0:00 - Introduction2:16 - Overview of the energy market8:39 - Risk of...

Interview recorded - 13th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. Michael is Global Strategist at RaboResearch.During our conversation we spoke about the "Grand Macro Strategy", how this should be interpreted with Venezuela and Iran interventions, potential resolutions, reshaping of the world order, Europe and more. I hope you enjoy!0:00 - Introduction2:30 - Iran & Venezuela signals7:52 - Trump global shift10:57 - China’s reaction13:44 - Cold war15:10 - US losing control?18:22 - The new potential system?20:59 - China reducing manufacturing?23:46 - Europe to struggle26:26 - Impact on ma...

Interview recorded - 10th of March, 2026On 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, proprietor of Rule Investment Media and Co-Founder of Battle Bank.During our conversation we spoke about the geopolitical situation, impact on oil and gas, how this could impact other commodities, Copper, precious metals, what is unloved and more. I hope you enjoy!0:00 - Introduction2:03 - Geopolitical situation7:40 - Oil stocks11:12 - Trimming high performing stocks13:06 - Copper17:45...

Interview recorded - 5th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital, now renamed GL Indexes.During our conversation we spoke about the current state of the economy, where we are at the liquidity cycle, buybacks to capex, geopolitical issues, government led economies and more. I hope you enjoy!0:00 - Introduction0:48 - Current outlook2:15 - Liquidity cycle4:00 - Changes to liquidity5:50 - Buybacks to capex7:51 - Geopolitical issue10:01 - China21:04 - Global business cycle24:38 - Government led economies30:40 - Outlook...

Interview recorded - 3rd of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor with decades of experience & the Editor and Publisher of the “Gloom, Boom & Doom Report”During our conversation we spoke about the Iran regime collapse, whether the war is to continue, Middle East safer, Trump wars, countries to perform better and precious metals. 0:00 - Introduction1:37 - Iran regime collapse?5:25 - War to continue8:48 - Middle East safer?11:10 - Shifting BRICS power?16:25 - Trump wars20:04 - What assets to protect?25:55 - Countries to p...

Interview recorded - 19th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Barry Eichengreen. Barry is a renowned economist and Professor of Economics and Political Science at the University of California, Berkeley, where he has taught since 1987. He is also the author of many books, including the upcoming book “Money Beyond Borders: Global Currencies from Croesus to Crypto”During our conversation we spoke about his thoughts on the economy, the K-shaped economy, geopolitical shift, move away from the US dollar, what it means for the future and more. I hope you enjo...

Interview recorded - 18th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt. Francis is a Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method.During our conversation we spoke about his overview of the economy and markets, the debt & fiat currency collapse, precious metals reversal, the US being the worse indebted country, silver and more. I hope you enjoy!0:00 - Introduction1:17 - Overview in economy and markets19:33 - Precious metals reversal30:45 - US worse indebted country37:03 - Silver41:45 - One message to takeaway?Francis Hunt, as...

Interview recorded - 12th of February, 2026Substack - https://rubino.substack.com/On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. 0:00 - Introduction1:18 - Overview of economy3:23 - Tech bubble?8:51 - Precious metals major driver?11:31 - Preventing deficits?16:37 - Potential collapse?18:14 - Gold & Silver trend22:57 - Silver volume29:44 - One message to takeaway?John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular...

Interview recorded - 12th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has experience in the wealth management industry & has a unique insight into central banks.During our conversation we spoke about the current economic outlook, bond market issues, precious metals boom, DOGE, physical precious metals and more. I hope you enjoy!0:00 - Introduction2:14 - Current economic outlook5:13 - Bond market issues7:40 - Precious metals boom16:35 - DOGE18:45 - Weak US employment24:03 - Employment disconnect26:12 - Universal income27:47 - Major precious metals top?34:10 - Precious metals ranging35:45...

Interview recorded - 6th of February, 2026On this episode of the WTFinance podcast I have the please of welcoming back Dr Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research.During our conversation we spoke about his overview of 2025, the recent geopolitical tensions globally, Trump negotiating tactics, the Trump Peace Board, changes for a better world and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of the year?5:04 - Venezuela, Iran & BRICS challenge13:37 - Trump negotiating tactics22:31 - Trump Peace Board28:46 - Changes for a better world41:33 - One message...

Interview recorded - 4th of February, 2026On this episode I have the pleasure of welcoming back Professor Richard Wolff. Professor Wolff 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 his economic outlook, the Chinese having the reserve currency, conflict between allies, Europe resting on its laurels, the impact of AI and more. I hope you enjoy!0:00 - Introduction0:59 - Current outlook in the economy10:22 - Yuan reserve currency?12:48 - Conflict between allies19:21 - Europe resting on their laurels26:29...

Interview recorded - 2nd of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During the conversation we spoke about his thoughts on the markets and geopolitics, gold and silver crash, geopolitical situation, the potential new reserve currency and more. I hope you enjoy!0:00 - Introduction1:08 - Overview14:52 - Gold and silver crash17:32 - Whole market issues?20:44 - Geopolitical situation27:36 - Yuan new reserve currency?32:48 - One message to takeawaySimon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two...

Interview recorded - 30th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is the Head Macro Economist at Swissblock.During our conversation we spoke about his review of 2025, outlook for 2026, the upcoming recession, precious metals, shift to risk on and potential crash. I hope you enjoy!0:00 - Introduction1:20 - Review of 20254:27 - 2026 a continuation of 20259:38 - K shape economy13:26 - US Dollar and Energy16:42 - New Fed chair19:10 - Precious metals23:52 - Risk on25:57 - Crash27:39 - One message to takeaway?Henrik Zeberg is a Macroeconomist (M.Sc...

Interview recorded - 21st of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Gurevich. Alex is the founder and Chief Investment Office of HonTe Investments and author of The Next Perfect Trade, which will be updated and the update 27th Jan. Book - https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1544550006/During our conversation we spoke about Alex's thoughts on the economy, precious metals play, recession risk, interest rates, dollar, the next perfect trade and more. I hope you enjoy!0:00 - Introduction0:25 - Overview of the economy2:38 - Precious metals6:37 - Interest...

Interview recorded - 19th of January, 2026On 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 Jim's overview for 2025, inflationary fear, demand decreasing, liquidity issues, impact on the markets and more. I hope you enjoy!0:00 - Introduction1:22 - Overview of 20254:51 - Inflation fear6:36 - Disinflationary trends14:06 - Return to 2010’s?16:16 - Demand decrease19:22 - Yield curve control22:56 - Liquidity25:06 - Monetary responsible32:29 - Impact on the markets?34:42 - Precious metals37:54 - AI infrastructure 45:57...

Interview recorded - 19th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.During our conversation we spoke about her overview for 2025, the growing deficit, what this means for inflation, immigration impact, demographics, the end of institutions, currency collapse and more. I hope you enjoy!0:00 - Introduction0:55 - Overview of 20252:43 - End of bull market?5:35 - FED...

Interview recorded - 12th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is a renowned economist, 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 who has authored many books.0:00 - Introduction1:22 - FED BoJ scenario9:35 - Inflation rising11:14 - 2025 in review14:13 - Equities in 202616:59 - Bonds & the dollar19:31 - Problems with inflation20:24 - Venezuela24:14 - Any other trends for 2026?26:15 - One message to take away?Steve H...

Interview recorded - 8th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Jeff Park. Jeffs serves as Chief Investment Officer at ProCap Financial.During our conversation we spoke about the current outlook of the markets, shifting monetary policy, impacting markets, end to markets cyclicality and more. I hope you enjoy!0:00 - Introduction1:01 - Current outlook of the markets2:35 - Shifting monetary policy12:01 - Impacting markets?16:32 - End to markets cyclicality?21:09 - Ideological investing24:11 - Any assets to outperform?29:47 - One message to takeawayJeffrey (Jeff) Park is a portfolio manager and Bitcoin-focused i...

Interview recorded - 6th of January, 2026On 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 Michael's market overview, whether silver can continue to go higher, miners, the debasement trade, undervalued assets and more. I hope you enjoy!0:00 - Introduction1:37 - Overview of markets11:28 - Can silver get bigger?16:33 - Miners21:18 - Equities outlook27:08 - Debasement trade28:23 - Undervalued assets?33:51 - AI bubble38:53 - One message to takeawayJ. Michael Oliver entered the financial services industry in 1975 on the Futures...

On this episode of the WTFinance podcast I had the pleasure of welcoming on Justin Huhn. Justin is the founder and publisher of Uranium Insider. During our conversation we spoke about the uranium market, fundamental risks, economics of nuclear and uranium mines, small modular reactors and more. I hope you enjoy!0:00 - Introduction 0:15 - Uranium market overview7:15 - Fundamental risks9:10 - Russia large exposure11:30 - Economics of Uranium mines21:23 - Fuel cost vs fossil fuels22:38 - Uranium miners outperformance28:55 - Modelling future demand35:45 - Small Modular Reactors37:14 - Uranium portfolios42:11 - One message to takeaway?Justin Huhn is a...

Interview recorded - 17th of December, 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 his review of 2025, inflation, liquidity issues, what to look for in 2026, changing monetary trajectory, Chinese strategy and more. I hope you enjoy!

0:00 - Introduction

1:26 - Review of 2025

3:40 - Inflation

5:49 - Liquidity issues

13:26 - JP Morgan buying bonds<...

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55...

Interview recorded - 12th of December, 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 the review of 2025, employment rolling over, FED challenges, multiple expansion potential, portfolio positioning and more. I hope you enjoy!0:00 - Introduction0:56 - Review of 20256:30 - Employment rolling over14:18 - FED challenges21:05 - Outlook for 2026?29:12 - Multiple expansions37:40 - Portfolio positioning46:05 - One message to takeaway?David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he...

Interview recorded - 10th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Daniel Lacalle. On this episode I have the pleasure of welcoming on Daniel Lacalle. Daniel is a PhD Economist and Fund Manager.During our conversation we spoke about his outlook on the economy, major drivers of weak economy, Europe vs China, whether the economy can be resolved, outlook for 2026 and more. I hope you enjoy!0:00 - Introduction1:45 - Global economy outlook3:53 - Major driver of weak economy7:36 - Institution issues10:19 - Europe vs China centralised economy16:51 - Intellectual trends23:14...

Interview recorded - 9th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Edward Dowd. Edward is the Founder of Phinance Technologies and author of Cause Unknown.During our conversation we spoke about the economic outlook for 2026, employment data, the delay of the recession, the quick crash, electricity bills, what benefits the crisis and more. I hope you enjoy!0:00 - Introduction1:10 - Current economic outlook6:01 - What has extended the cycle?7:32 - Employment data11:01 - What does the recession look like?13:43 - Quick crash14:42 - Electricity bills18:25 - Monetary system22:02 - The...

Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Moreland. Bill is the founder of Bankregdata.During our conversation we spoke about Bills thoughts on the credit markets, regulatory shift, risk in banks, private credit risks, large bank blowup and more. I hope you enjoy!0:00 - Introduction1:18 - Overview of credit markets7:27 - Regulatory shift24:38 - What does this mean?32:53 - Private credit44:48 - Large bank blowup53:33 - One message to takeaway?Bill Moreland is a partner in a company/website called BankRegData.com. The Austin, Texas...

Interview recorded - 3rd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back popular guest David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors and one of the few who have been bullish over the past few years. During our conversation we spoke about his new market targets, precious metals, which industries he sees outperforming, midterm election impact, hyperinflation, crash and more. I hope you enjoy!0:00 - Introduction1:00 - Outlook for markets6:10 - Markets to continue?9:38 - Precious metals13:21 - Miners16:05 - Other industries?21:53 - Most contrarian view?25:00 - Midterm...

Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Warwick Powell. Warwick is an Adjunct Professor at Queensland University of Professor working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.During our conversation we spoke about Warwick's overview of 2025, accelerating shift away from US hegemony, BRICS institution, currency and more. I hope you enjoy!0:00 - Introduction0:57 - Overview of 20256:50 - Accelerating US hegemonic shift?12:25 - Drivers of Western challenges18:28 - Real capital investment into US23:44 - AI impact on employment28:18...

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the economic outlook, Ukraine & Russia ceasefire, energy outlook, why Europe could be screwed and more. I hope you enjoy!0:00 – Introduction0:40 – Economic & Market outlook1:39 – Ukraine Russia ceasefire10:03 – Refining margins11:52 – Gas outlook13:30 – Oil price in 202617:24 – National security focus22:41 – AI demand for gas25:36 – Chinese gas production29:05 – Europe screwed33:24 – One message to takeaway?Doomberg is an independent, widely distributed publication that delivers concise, entertaining, provocative articles centered on energy, finance, and geopolitics. They are a small team of entrepreneurs...

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Krainer. Alex 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 Alex's outlook on the current geopolitical landscape, potential for a peace agreement between Russia & Ukraine, the forgotten Europe, risk of WW3 and more. I hope you enjoy!0:00 – Introduction1:20 – Geopolitics overview9:18 – Peace agreement?15:02 – Europe forgotten?21:00 – Middle East & Asia35:40 – Risk of WW3?39:36 – One message to takeawayAlex is the founder of...

Interview recorded - 20th of November, 2025On 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 his outlook on the economy, disconnect between markets and main street, credit unravelling, increased political risk, growing out of debt, silver and more. I hope you enjoy!0:00 - Introduction1:18 - Outlook on the economy8:20 - Disconnect between markets and main street23:55 - Credit unravelling27:17 - Political risk35:51 - Grow out of debt?42:24 - Silver50:11 - One message to takeaway?Matt began his finance...

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil...

Interview recorded - 12th of November, 2025On 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 outlook on the economy, magnificent seven bubble, potential market crash, bull trap, precious metals, US dollar and more. I hope you enjoy!0:00 - Introduction1:05 - Outlook in the economy2:35 - Magnificent seven4:34 - Market crash on the horizon?6:29 - What Chris is watching10:29 - Bull trap?12:18 - Government shutdown15:04 - Government treasuries17:29 - Dot com bubble?19:22 - Allocating during...

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Shaun Rein. Shaun is the Founder and Managing Director of the China Market Research Group (CMR), the world’s leading strategic market intelligence firm focused on China. During our conversation we spoke about what is happening on the ground in China, the tariff strategy, consolidation in Chinese manufacturing, secular shift in US excellence, End of the American Empire and more. I hope you enjoy!0:00 - Introduction1:49 - What is happening in China?5:29 - Second order tariffs9:42 - Tariff strategy13:11...

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28...

Interview recorded - 31st of October, 2025On 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 our conversation we spoke about his outlook for the economy and markets, the FED expanding their balance sheet, what this means for the 3 bubbles, Financial repression, whether markets will go higher and more. I hope you enjoy!0:00 - Introduction1:15 - Outlook on the economy and markets2:52 - FED expanding balance sheet7:42 - Debt bubble9:35 - Increase income15:40 - Financial repression18:15 - Markets going high20:28 - One message...