WTFinance

Interview recorded - 18th of September, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Tavi Costa - Partner and Portfolio manager of Crescat Capital.

During our conversation we spoke about what Tavi is currently watching, the potential macroeconomic shift, what this means for current portfolio, assets which will perform during this period and more!

0:00 - Introduction
2:01 - What is Tavi watching in markets?
6:44 - Macroeconomic shift that is occurring?
11:20 - Are markets underestimating shift or could things go back to norm?
18:42 - Why...

Interview recorded - 19th of September, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod for a 3rd time - Head of Research for Goldmoney and SchiffGold.

During our conversation we touched on the current debt cycle, why the central banks are losing control of the cost of credit, whether this could lead to a credit crisis, why a gold-backed currency would be trusted and more. I hope you enjoy!

0:00 - Introduction
1:36 - What is Alasdair seeing with the economic cycle?
7:52 - Central banks...

Interview recorded - 11th of September 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back  @stevenvanmetre5087 - Money Manager & YouTuber.

During our conversation we spoke about whether US banks are insolvent, whether the FED can save the markets, if this crash will be worse than 2008, what we will see internationally and assets that will perform well during a recession. I hope you enjoy!

0:00 - Introduction
3:37 - Are US banks insolvent?
7:37 - Can the FED bailout banks?
11:24 - Treasury issuing bonds
14:12 - Reverse repo to h...

Interview recorded - 8th of September, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Randy Woodward, Managing Director in the Fixed Income Capital Markets division at Raymond James Financial.

During our conversation we spoke about what is happening in the markets, why the bank collapses occurred, how the FED changed forever under Bernanke, whether inflation will remain higher for longer and potential for a commercial real estate crisis. I hope you enjoy!

0:00 - Introduction
3:04 - What is Randy watching in markets/economy?
6:20 - Inverted yield...

Interview recorded - 31st of August, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back Bob Elliott - CEO & CIO of Unlimited Funds.

During our conversation we spoke about what Bob is currently seeing in the markets, whether this could lead to a 50% decrease in stock markets, whether this would also happen globally and more. 

0:00 - Introduction
1:09 - What is Bob currently seeing in the markets?
3:04 - What are the cracks Bob is seeing?
7:37 - Shortage in long end bonds?
9:34 - What type of r...

Interview recorded - 31st of August, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back Dr Anas Alhajji - a world-renowned energy markets expert, researcher, author, and a speaker.

During our conversation we spoke about the current state of the energy market, how China has a lot of control, whether oil could push $100, if the US can save Europe from an energy crisis again and more!

0:00 - Introduction
1:40 - Overview of energy markets?
9:30 - US benefited from European energy reliance
11:20 - China will have control...

Interview recorded - 31st of August 2023

On this 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 why we have seen strong markets throughout 2023, similarities between 2008 and today, whether we could see a deep recession and what this means for assets moving forward. I hope you enjoy!

0:00 - Introduction
1:32 - Why have we seen strong markets in 2023?
4:27 - Have you been surprised about consumer strength?
9:39 - Similarities between today and 2008?
16:47...

Interview Recorded - 29th of August, 2023

On this 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 Jackson Hole, while higher interest rates will drive down both stocks and bonds, what this means for unemployment, what would change Andy's opinion and whether this could lead to further issues with banks. I hope you enjoy!

0:00 - Introduction
1:43 - Overview of Andy’s thoughts and Jackson Hole
8:35 - How is there a shortage of...

Interview recorded - 24th of August, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with  @CyrusJanssen - An International Speaker, Business Consultant, Content Creator and China Insider.

During our conversation we spoke about the history of US/China relations, what was the catalyst for deterioration, the impact of COVID-19 China isolation, where the conflict would go on the current trajectory and what needs to change to improve relations. I hope you enjoy!

0:00 - Introduction
2:28 - History of US/China relationship
7:38 - Conflict with intellectual property in 2010’s a...

Interview recorded - 23rd of August, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with  @gcelente - the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal.

During our conversation we spoke about whether a recession can be avoided, why th

0:00 - Introduction
1:32 - Have the FED avoided the recession?
7:57 - What has caused this situation?
11:40 - Equities and Gold going up
15:36 - What is the catalyst?
17:04 - Market volatility to permeate throughout economy?
26:22 - Key trends throughout 2023 a...

Interview recorded - 23rd of August, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Simon Hunt.

During our conversation we talked about whether the FED have saved the economy, what a global collapse could look like, why this could lead to higher inflation for longer, the potential for market instability, a commodity super cycle and more!

0:00 - Introduction
1:00 - Have the FED saved the economy?
9:45 - Higher inflation and a recession?
10:50 - What type of global collapse?
12:02 - What will happen in China?<...

Interview recorded - 17th of August, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley - Managing Partner and Founder of Oxbow Advisors.

During our conversation we spoke about what Ted is currently seeing, whether the market has peaked, how higher interest rates has struggled and what sectors Ted is looking to rotate into. I hope you enjoy!

0:00 - Introduction
1:19 - What is Ted seeing in the economy?
4:14 - A lot has changed over the past 2 years
5:44 - Markets peaked?
6:58 - What...

Interview recorded - 10th of August, 2023

On this episode of the WTFinance podcast I had the pleasure of hosting Henrik Zeberg - Macro Economist, Founder and Publisher of the Zeberg Report. 

During our conversation we spoke about Henrik's thoughts on the markets, why we could see all time highs in the near future, how this could be followed by a stock market crash and methods to protect wealth during such a period. I hope you enjoy!

0:00 - Introduction
0:39 - Henrik’s thoughts on the markets and why has the market been so str...

Interview recorded - 10th of August 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with Michael Green - Chief Strategist at Simplify Asset Management. 

During our conversation we spoke about his thoughts on Michael's assessment, why the economy is holding up with interest rates, what this means for the markets for the rest of the year and how Michael is allocating for a recession. I hope you enjoy!

0:00 - Introduction
1:01 - Michael’s assessment of global economy and financial markets?
5:51 - Are the FED too narrow foc...

Interview recorded - 7th of August, 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with Chris Vermeulen - Founder & Chief Market Strategist at The Technical Traders.

During our conversation we spoke about whether Chris expected a bull market in 2023, Chris' investment strategy, whether we are approaching a double top and more!

0:00 - Introduction
0:37 - Did Chris expect a bullish 2023?
2:37 - Chris’ investment strategy?
9:25 - Key focus is price
11:25 - How do you identify strong trends?
12:52 - Looking at longer timeframes
15:07 - What is...

Interview recorded - 1st of August, 2023

On this week of the WTFinance podcast I have the pleasure of speaking with Chance Finucane - Chief Investment Office of Oxbow Advisors. 

During our conversation we spoke about Chance's thoughts on the market, why they went risk on at the end of 2022, which companies are overvalued and more!

0:00 - Introduction
0:57 - What is Chance’s thoughts on the market?
2:55 - Why risk on at the end of 2022?
3:27 - Rotating into other sectors?
5:50 - What does an undervalued company look like?
7:45 - Omi...

Interview recorded - 1st of August, 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with Mish Shedlock - Investment Analyst and Writer of the great global economics blog called “MishTalk”. 


During our conversation we spoke about the political drivers of the economy, how inflation is impacting the markets, what does a FED pivot mean for assets and whether the economy is currently on the brink of an economic crisis. I hope you enjoy!

0:00 - Introduction
1:00 - What is Mish currently watching?
4:30 - Is inflation a polit...

Interview recorded - 1st of August, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Hugh Hendry - Former Hedge Fund manager of Eclectica Asset Management, also known as the Acid Capitalist.

During our conversation we spoke about why Hugh is fearful, similarities between today and 2008, understanding the actions of central banks and an explanation of Hugh's portfolio. I hope you enjoy.

0:00 - Introduction
1:45 - What is Hugh seeing and is he fearful?
4:55 - Are there similarities between today and 2008?
10:09 - Fiscal stimulus has picked...

Interview Recorded - 27th of July, 2023

Buy Book Here - https://www.amazon.co.uk/Price-Time-Real-Story-Interest/dp/0241569168/

On this episode of the WTFinance podcast I have the pleasure of speaking with Edward Chancellor - A financial historian, journalist and investment strategist. He is also the author of the recently released book “The Price of Time”. 

During our conversation we spoke about the Price of Time, what impact low interest rates have had on markets and the economy, what we can expect in the future and more. I hope you enjoy. 

0:00 - Introd...

Interview recorded - 5th of July, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Richard Sylla, Professor Emeritus of Economics and finance historian.

During our conversation we spoke about whether the system can handle rising interest rates with the high debt levels, if this would require depreciation of the currency, whether financialisation is a bad thing and more!

0:00 - Introduction
1:23 - How can we compare recent economics to the past?
5:05 - Can the system handle increasing interest rates with high debt?
8:45 - Depreciation of...

Interview recorded - 7th of July, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Jason Shapiro, Principal at JS Trading and Chief Strategist of Crowded Market Report.

During our conversation we spoke about how Jason believes markets have more upside, his market sentiment strategy, why its all about choosing the right trade, the current opportunities Jason is watching and more!

0:00 - Introduction
1:25 - What is Jason seeing in the markets?
4:00 - How do you know when sentiment has changed?
5:30 - Don’t buy the la...

Interview recorded - 5th of July, 2023

During this interview of the WTFinance podcast I had the pleasure of speaking with Daniel McNamara - Founder & CIO of Polpo Capital. 

During our conversation we spoke about what is happening in commercial real estate, why this market could see large losses, who are the bag holders and what this means for commercial real estate moving forward. I hope you enjoy!

0:00 - Introduction
0:53 - What is happening in commercial real estate?
3:40 - Which geographies will be the most effected and who are the bag holders?

Interview recorded - 7th of July, 2023

Buy the book here - https://www.amazon.co.uk/Fourth-Turning-Here-Seasons-History/dp/1982173734/

On todays WTFinance podcast I had the pleasure of speaking with Neil Howe, co-author of the ground breaking “The Fourth Turning” and author of the upcoming update to the original book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End.”

During our conversation we spoke about what the seasons of history are, how they influence demographics, what the current Fourth Turning could bring and the pote...

Interview recorded - 30th of June, 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with Thomas Thornton, President at Hedge Fund Telemetry. 

During our conversation we spoke about why the FED will continue to hike, the potential for a hard landing, Thomas' trading strategy and what sectors we could see a rotation into. I hope you enjoy!

0:00 - Introduction
1:32 - Can the FED created a soft landing?
4:20 - Indicators that Thomas is currently watching for a reversal?
12:20 - Could markets be at the peak?
18:23...

Interview Recorded - 29th of June, 2023

On this 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 what is currently happening in the markets, why governments are driving currencies into the ground, whether this could be the end to the US Empire and which assets will perform during this period. I hope you enjoy!

0:00 - Introduction
1:10 - What is Andy currently watching?
10:50 - Governments driving currencies into the ground
17:18 - Can the...

Interview recorded - 27th of June, 2023

On this 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 Julian's thoughts on the current market, fiscal vs private investment, why the second half could be horrible for US equities, whether the market can ween itself off QE and what the future looks like. I hope you enjoy!

0:00 - Introduction
0:12 - Julian’s thoughts on current market action?
5:10 - Fiscal replaces private weakness?
7:40 - Fiscal be...

Interview recorded - 28th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter for a third time. 

During our conversation we spoke about whether the Melt-Up is still on, what will influence it, which sectors will benefit from this and why the market is still so bearish. I hope you enjoy!

0:00 - Introduction
1:00 - Does David think Melt-Up is still on?
3:10 - Why will the S&P hit 6-7,000?
8:20 - Defensive investors forced to enter stock market?
11:10 - Drain of l...

Interview recorded - 20th of June, 2023

On this episode of the WTFinance podcast I have the pleasure of speaking with John Rubino - Founder of dollarcollapse.com, author/co-author of 5 books and a great Substack. 

During our conversation we spoke about the bearish pain to come, why we will see further bank failures, could central banks bail out governments, whether this would lead to a Bretton Woods 3.0 and how to protect wealth during this period. I hope you enjoy!

0:00 - Introduction 
0:53 - Key events that John is currently watching?
4:10 - Surprised ho...

Interview recorded - 20th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Michael A. Gayed, Portfolio manager at Toroso Investments and publisher of  @leadlagreport .

During our conversation we spoke about whether we still are in a recession, why the FED will increase interest rates further, other macro drivers Michael is watching and whether we will experience a Melt-Up. I hope you enjoy!

0:00 - Introduction
1:27 - What is happening in lumber and real estate?
4:07 - Why will the FED increase interest rates further?
5:50...

Interview recorded - 19th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard, Founder of Equity Management Associates and Sound Money Advocate. 

During our conversation we spoke about what sound money is, whether our current economy can adapt to sound money, Bretton Wood 3.0 or BRICS currency, which assets will benefit and more!

0:00 - Introduction
0:20 - What is sound money?
6:20 - Can our current economy use sound money?
10:10 - How long does the FIAT system have?
17:35 - System will fight for a...

Interview Recorded - 13th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Jaspreet Singh, Serial Entrepreneur and founder of The Minority Mindset.

During our conversation we talked about the impending recession, whether it will be the same as 2008, how to benefit off a recession and more! I hope you enjoy.

0:00 - Introduction
1:00 - Current Macroeconomic Drivers Jaspreet is watching?
6:50 - Inflation to increase or decrease?
9:38 - Will this time be the same as 2008?
13:35 - Blackrock or other institutions to buy up...

Interview recorded - 14th of June, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Nick Glinsman, Co-Founder at Malmgren-Glinsman Partners.

During this conversation we spoke about Nick's opinion on the FOMC meeting, why BRICS+ will be a disaster, the disaster that China currently is, what opportunities are available and more!

0:00 - Introduction
1:20 - Nicks opinion on the FOMC meeting
9:05 - Global Macro outlook
12:20 - European outlook
15:10 - BRICS+ is a disastrous idea
17:30 - Does the market believe the FED?
20:20 - Is...

Interview Recorded - 13th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Eric Basmajian, Founder of EPB Research.

During our conversation we spoke about whether a housing crash is still on the cards, why this is linked to a recession, Eric's economic data analysis process, how employment has remained strong with these conditions and other macro drivers Eric is currently watching. I hope you enjoy!

0:00 - Introduction
1:10 - Is a housing crash still on the cards?
6:14 - International housing markets in a similar...

Interview Recorded - 9th of June, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Lyn Alden, Founder of Lyn Alden Investment Strategy. 

During our conversation we spoke about macro drivers impacting markets, potential for a liquidity crisis driven by the Treasury, the risk of higher inflation for longer, what this means for the debt end game and how Lyn is constructing her portfolio to mitigate these risks. I hope you enjoy!

0:00 - Introduction
1:05 - Macro drivers impacting markets
2:50 - Current Treasury funding challenge
6:05 - C...

Interview recorded - 8th of June, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hay, Co-Chief Investment Officer of Evergreen Gavekal.

During our conversation we spoke about key drivers of the current market, whether we are still in the biggest bubble of history, how the current debt cycle risks collapse and why nuclear energy is the future of non-carbon energy. I hope you enjoy!

0:00 - Introduction
0:50 - Key drivers of current markets?
4:30 - Can the FED save the US economy?
7:15 - Will we...

Interview recorded - 30th of May, 2023

On todays episode of the WTFinance podcast I have the pleasure of hosting Adrian Day, Chairman & Chief Executive Officer of Adrian Day Asset Management. 

During our conversation we spoke about key economic drivers Adrian is watching, why this will lead to a 'serious recession', how counterparty risk will be the main driver and why gold and gold stocks could be a great beneficiary of such an event. I hope you enjoy! 

0:00 - Introduction
1:30 - Key drivers Adrian is currently watching?
4:20 - What is currently happening wi...

Interview Recorded - 24th of May, 2023

On todays episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams, an experienced investor who is the author of the Newsletter Things That Make You GO Hmmmmm and Co-Founder of the Real Vision Group.

During our conversation we spoke about the rising risk in the markets, whether we will see the FED put re-emerge, how to protect your portfolio from a market 'air pocket' and what would be needed to avoid a hard landing. I hope you enjoy!

0:00 - Introduction
1:00...

Interview recorded - 23rd of May, 2023

On todays episode of the WTFinance podcast I had the pleasure of welcoming back for a third time Dave Collum, Professor of Organic Chemistry and leading thinker on markets and the larger world around us. 

During our conversation we spoke about why markets seem to be performing despite negative news, how this is influenced by a small minority of companies, whether we could see further banking collapses', which country will win and more!

0:00 - Introduction
1:40 - What is Dave seeing in the current markets?
14:20 - S...

Interview recorded - 16th of May, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Every, Global Strategist at Rabobank. 

During our conversation we spoke about the key macro drivers, why Geopolitics is a growing issue, what this means for the potential of a new Cold War and which assets will protect wealth during this period. I hope you enjoy!

0:00 - Introduction
0:35 - Key macro drivers for the start of the year
2:05 - What is geopolitics?
4:10 - Why is geopolitics going to be an i...

Interview recorded - 8th of May, 2023

On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Oliver, Founder of Momentum Structural Analysis.



0:00 - Introduction
0:42 - Major macro trends Michael is currently watching?
7:42 - Why is the current market not normal?
15:00 - How will you know when the crash is occurring?
24:25 - Real Estate or other real assets to perform?
26:45 - What would it take for Michael to be bullish?
30:25 - One message to takeaway from our conversation?

J. Michael Oliver...