WTFinance

Interview recorded - 8th of July, 2025On 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 Marc's economic outlook, the wealth divide, why government causes all problems, borrowing, market exuberance, gold and which assets are undervalued. I hope you enjoy!0:00 - Introduction2:40 - Marc’s outlook5:46 - Wealth divide9:23 - Government spending11:31 - Tariffs volatility13:12 - Are tariffs inflationary?16:13 - Borrowing18:38 - Market exuberance31:00 - Market bubble sustainable25:55 - Shift to rea...

Interview recorded - 7th of July, 2025On this episode of the WTFinance podcast I have 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 Lyn's economic outlook, major drivers of increased deficits, tariffs, the big beautiful bill, running the economy hot, financial dominance and more. I hope you enjoy!0:00 - Introduction1:35 - Lyn economic outlook4:04 - Major driver of increased deficits7:37 - FE...

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 geopolitics, current flashpoints and impact on the markets. I hope you enjoy!0:00 - Introduction1:33 - Geopolitical framework5:58 - Trading geopolitics13:45 - Trump & Putin16:52 - Geopolitics the past 10 years27:03 - Russia, Middle East & Taiwan40:21 - Impact on markets?Marko...

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 deficit, which segments are undervalued and more. I hope you enjoy!0:00 - Introduction1:26 - Current outlook4:01 - Disconnect between economy and markets?5:57 - Tariffs9:22 - Money on the sideline?11:58 - DOGE to continue?15:38...

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 war4:52 - UN security council irrelevant6:05 - WW37:34 - Taiwan break point9:44 - Russia beat NATO?11:27 - Dedollarisation15:27 - Iran to close straight of Hormuz?18:02 - Oil market volatility22:05 - $60 oil a base?23:37 - Breakeven fracking25:10 - Bearish energy...

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 Money Work: How to Rewrite the Rules of our Financial System”During our conversation we spoke about Steve's outlook for the economy, how uncertainty is created during this system shift, change in banking policy, how the...

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?3:45 - Volatile markets5:33 - The FED ignoring data7:45 - Bond market11:35 - Economy vs markets14:33 - Money on the side-line15:51 - Global economies18:28 - Tariff impact?22:46 - Wealth divide26:38 - Secular rates increase30:35 - AI...

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 watching. I hope you enjoy! 0:00 - Introduction2:35 - What is Clive seeing in the economy?6:13 - Financial repression?9:21 - Changing system11:48 - BRICs vs Western system?13:38 - FED mistake?15:47 - US Dollar18:13 - Capital flows19:40 - Europe...

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 economy3:22 - Stagflation4:36 - Dual mandate6:18 - FED creating new tools8:07 - Tight monetary situation?10:10 - Bond market13:56 - Failed bond auction?15:19 - Possible to remove deficit17:32 - Yields to continue to...

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 about Danielle's thoughts on the economy, the FED stalling elections, the bond market, BOJ increasing global yields, recession comparison and more. I hope you enjoy!0:00 - Introduction2:07 - Danielle’s economic outlook3:22- FED st...

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 economic outlook7:18 - Economic trajectory13:13 - Company profit margins16:46 - Regional housing markets20:03 - Impact of tariffs?25:58 - Margins impact on markets?29:16 - Money on the side-line31:44 - Tight monetary policy33:24 - One message to takeawayEric...

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 more. I hope you enjoy!0:00 - Introduction1:53- Current Economic Outlook?2:39 - Tariffs6:35 - Rebalancing trade15:23 - Corporate margin issue?18:47 - Long bond issue?21:42 - Stock market24:02 - US underperforming25:22 - Assets David currently likes34:02 - One message to...

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 trajectory, end of US exceptionalism and more. I hope you enjoy!

0:00 - Introduction

1:02 - Overview of eco...

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 - Overview of Global Liquidity6:59 - FED increased liquidity?9:06 - What is driving yield increases?24:06 - What is happening in China?32:50 - Everything gold trend34:06 - Risk on positive35:21 - Bond yields higher?37:08 - Debt reset39:28 - One message to...

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 more. I hope you enjoy!0:00 - Introduction1:15 - Overview of the economy4:20 - Tariff negotiations6:41 - Inflation9:25 - Doge shift10:36 - Bond market issues15:41 - Volatility trading19:49 - Grow out of debt issue24:45 - Rotating in commodities/agriculture?26:16 - What...

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 - Mass imports8:05 - Geopolitical shifts11:24 - BRICS12:44 - Republican shift15:14 - Issues with free trade?21:06 - Who wins?22:34 - US worse off than China?24:42 - Shift away from China25:44 - Impact on markets?28:34...

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...