Interview recorded - 2nd of September 2022 On todays episode of the WTFinance podcast I had the privilege of speaking with Erik @esInvests - Self Made Millionaire and Investing & Trading Youtuber. During the interview we spoke about the importance of consistency, how beginners can get into options trading, misconceptions about the market and current thoughts about the Macroeconomic environment. I hope you enjoy! 0:00 - Introduction 0:21 - Erik’s background? 4:15 - Any certain asset class or ...
Sep 16, 2022•50 min
Interview recorded - 13/09/2022 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Woo Unbound - A former top ranked Wall Street strategist, IMF economist & Founder of Unbound - a global forum devoted to the promotion of fact-based debates about markets, politics, and economics. During our conversation we talked about the process behind out-of-consensus predictions, how the market has changed forever, what predictions David has the most conviction about and ...
Sep 14, 2022•41 min
Interview Recorded - 06/09/2022 On todays episode of the WTFinance podcast I had the pleasure speaking with Jeff Snider - Co-host of the Eurodollar University podcast, Chief Strategist at Atlas Financial and one of the foremost experts on the global monetary system. During the episode we talked about misconceptions most have about the monetary system, why central banks do not make money, the Eurodollar system and what Jeff would do if he became Fed Chair. I hope you enjoy! 0:00 - Introduction 0:...
Sep 09, 2022•50 min
Interview recorded - 1st of September, 2022 On todays episode of the WTFinance podcast I had the pleasure of speaking the Billionaire David Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms, host of The David Rubenstein Show: Peer-to-Peer Conversations and author of the upcoming book “How to Invest: Masters on the Craft” releasing in a few weeks on the 13th of September. Buy the book here - https://amzn.to/3B8fFGj...
Sep 06, 2022•19 min
Interview Recorded - 1st of September, 2022 Tradologics - https://tradologics.com/ On todays episode of the WTFinance podcast I interviewed Ran Aroussi - software Programmer, algorithmic trader, and Founder of Tradologics. During the interview we spoke about the definition of algorithmic trading, giving yourself a statistical advantage, how retail traders can get started with algorithmic trading and misconceptions. I hope you enjoy! 0:00 - Introduction 0:32 - Ran’s Background 4:25 - How would yo...
Sep 02, 2022•27 min
Recorded - 30/08/2022 On todays episode of the WTFinance podcast I had the opportunity to speak with Michael Gayed, Portfolio manager at Toroso Investments and Publisher of @The Lead-Lag Report . During the interview we talked about what is happening in the markets, why markets are acting different this time, whether we could see a housing crash and why it may be a good idea to break the market. I hope you enjoy! 0:00 - Introduction 0:43 - Michael’s opinion on what is happening in the markets 2:...
Aug 31, 2022•30 min
On todays episode of the WTFinance I had the pleasure of speaking with Lukasz Bednarski, Lithium & Battery Materials Expert and author of the book “Lithium - The Global Race for Battery Dominance and the New Energy Revolution”. Buy the Book Here - https://www.amazon.co.uk/Lithium-Global-Battery-Dominance-Revolution-ebook/dp/B09GKG4VHN/ During the interview we talking about the current state of the Lithium and Battery Materials Market, who are the major players, misconceptions about the Lithi...
Aug 27, 2022•31 min
On todays episode of the WTFinance Podcast I had the pleasure of speaking with Ben Hunt, the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. On the podcast we talked about the philosophy behind Epsilon Theory, why investors ignore error, advice Ben received throughout his investment career and greatest investment you can make. I hope you enjoy! 0:00 - Introduction 0:23 - “Burn it the F*ck Down” 2:00 - Why? 4:20 - Wha...
Aug 25, 2022•51 min
On todays episode of the WTFinance podcast I had the pleasure of speaking with Gwen Preston, Founder of @The Resource Maven and expert of the commodities markets. During the podcast we talked about an outline of the commodity markets, how China slowdown may be changing the commodity market, which commodities are underrated and red flags to be aware of when investing. I hope you enjoy! Interview recorded - 11th of August, 2022 0:00 - Introduction 0:20 - Outline of Commodities market 5:00 - Lookin...
Aug 17, 2022•41 min
Interview recorded - 2nd of August, 2022 On todays episode of the WTFinance I had the pleasure of speaking with Jón Daníelsson, Reader in Finance, Director of the Systemic Risk Centre at London School of Economics and author of the recently released book “The Illusion of Control: Why Financial Crises Happen, and What We Can (and Can’t) Do About It”. Buy the book here - Amazon - https://amzn.eu/d/4TdNJCf Independent - https://uk.bookshop.org/books/the-illusion-of-control-why-financial-crises-happ...
Aug 12, 2022•37 min
Interview recorded - 1st of August, 2022 On todays episode of the interview I had the pleasure of speaking with Srivatsan Prakash - Host of Market Champions Podcast, Analyst at Simplify ETF & Future Macro Expert. On the podcast we talked about whether we could see a recession, what would happen if the FED pivots, whether the markets have priced in monetary policy and which Macro experts you should follow. I hope you enjoy! 0:00 - Introduction 0:55 - Are we in a recession? 4:20 - Mixed signal...
Aug 10, 2022•49 min
On todays episode of the WTFinance I had the pleasure of speaking with @Let's Talk Money! with Joseph Hogue, CFA . During the interview we talked about learning from personal investment mistakes, similarities between today and the dot.com bubble, whether we could see a recession and how Joseph has positioned his own portfolio. 0:00 - Introduction 0:30 - Joseph’s background 1:40 - The investing bug 3:00 - Learning from personal investment mistakes 4:20 - Similarities between today and the dot.com...
Aug 05, 2022•30 min
On todays episode of the WTFinance I was happy to host @Felix & Friends , experienced investment, Founder of Goat Academy and host of Felix & Friends YouTube page. On the podcast we talked about Felix's investment background, the challenges retail investors have, trading volatility through options and more! I hope you enjoy. 0:00 - Introduction 0:27 - Felix’s investing background 1:46 - Bad experiences in finance industry 6:10 - When you start investing matters 10:14 - Retail investors o...
Aug 03, 2022•41 min
On todays episode of the WTFinance podcast I had the pleasure of speaking with Taylor Kuykendall, Energy and Mining Reporter at S&P Global Market Intelligence. On the podcast we talked about the coal industry, how it has changed over the past 10 years, the future of coal and misconceptions of the market. I hope you enjoy! 0:00 - Introduction 0:24 - How has the coal industry changed over the 10 or so years? 4:00 - Coal produced for domestic use? 5:05 - Do different regions have different coal...
Jul 29, 2022•28 min
On todays episode of the WTFinance podcast I interviewed Henry Sanderson, Executive Editor at Benchmark Mineral Intelligence and author of the upcoming book "Volt Rush: The Winners and Losers in the Race to Go Green". Buy the book here - https://www.amazon.co.uk/Volt-Rush-Winners-Losers-Green/dp/0861543750/ During the interview we talked about commodity demand, what rare earth materials will be vital for the future, whether there are enough materials to go fully renewable and the need to onshore...
Jul 27, 2022•25 min
On todays episode of the WTFinance podcast I spoke with Dan McCrum - multi-award winning journalist at the Financial Times and author of the recently released book "Money Men: A Hot Startup, A Billion Dollar Fraud, A Fight for the Truth". On the podcast we talked about how Dan was involved in the story, what was Wirecard, how it became the tech darling of Germany and EU, how the fraud was discovered and the fallout of the whole situation. I hope you enjoy! Buy the book here - https://uk.bookshop...
Jul 22, 2022•26 min
On todays episode of the WTFinance podcast I was happy to host Chris Blackhurst - Commentator, Strategic communications advisor and author of the recently released book "Too Big To Jail - Inside HSBC, the Mexican Drug Cartels and the Greatest Banking Scandal of the Century". On the podcast we talked about how HSBC's culture is different to other banks, Empire building within the Finance Industry, How the money Laundering Process took advantage of HSBC's systems and the importance of chasing the ...
Jul 20, 2022•39 min
On todays episode of the WTFinance podcast I interviewed Adam Seessel, Founder and Chief Investment Officer of Gravity Capital Management and author of the recently released book "Where the Money is: Value Investing in the Digital Age". Buy the Book here - https://www.amazon.co.uk/Where-Money-Value-Investing-Digital-ebook/dp/B0B2Q35N7N/ During the podcast we talked about how hard it was for Adam to change his investment philosophy, tools for picking winners, distortions in the markets and why yo...
Jul 15, 2022•39 min
On todays episode of the WTFinance podcast I welcomed back James Fok, a veteran financial and strategic advisor to corporations and governments and author of the recently released book "Financial Cold War: A View of Sino-US Relations from the Financial Markets". Buy the book here - https://www.amazon.co.uk/Financial-Cold-War-Sino-US-Relations-ebook/dp/B09NTB7P3Z/ On the podcast we talked about how Ukraine-Russia conflict has changed US-Sino relations, the challenge with sanctions, whether things...
Jul 13, 2022•55 min
On todays episode of the WTFinance podcast I interviewed Jonathon Karelse, CEO of Northfind Management and author of the recently released book "Histories of the Future: Milestones in the Last 100 Years of Business Forecasting". Buy the Book here - https://www.amazon.co.uk/Histories-Future-Milestones-Business-Forecasting-ebook/dp/B09T21R45L/ On the podcast we talked about what is forecasting, understanding probability, deterministic forecasting creating fragilities and surprise from Jonathon's r...
Jul 08, 2022•46 min
On todays episode of the WTFinance podcast I was happy to host Peter Krauth - Former portfolio adviser and a 20-year veteran of the resource market, with special expertise in precious metals, mining and energy stocks and author of the recently released book "The Great Silver Bull - Crush Inflation and Profits as the Dollar Dies." On the podcast we talked about the book, why Silver, how the current precious metal cycles compare to the past, how to invest in Silver and Peters portfolio constructio...
Jul 06, 2022•44 min
On todays episode of the WTFinance podcast I spoke with Jim Lewis, Co-Founder of Wall Street Silver . On the podcast we talked about 0:00 - Introduction 0:22 - WallStreetBets is known for Gamestop and AMC, where did silver come from? 3:25 - Were you already interested in silver beforehand? 4:12 - Did the macro environment influence your investment in precious metals and why? 7:28 - Commodity Super Cycle? 8:50 - Royalty stocks 10:40 - What geographies are you invested in? 11:15 - Portfolio divers...
Jul 01, 2022•30 min
On todays episode of the WTFinance podcast I was happy to host Joe Olashugba, Macro observer and author of the Market Macro Hub. On the podcast we talked about the major macro trends Joe is watching, whether we could see longer term inflation, potential strength in the Yen and the importance of putting the time into learning Macro. I hope you enjoy! 0:00 - Introduction 0:22 - How are you holding up in these crazy markets? 1:00 - What assets does Joe focus on? 1:50 - What Macro Trends are you kee...
Jun 29, 2022•32 min
On todays episode of the podcast I was happy to host FINANCE MARK: Mark Humphery-Jenner, PhD , Associate Professor of Finance at the University of New South Wales. Throughout the interview we talked about how central banks got inflation so wrong, indicators showing inflation could be becoming sticky and whether changing trends could lead to an inflationary decade? I hope you enjoy! Mark is an Associate Professor of Finance at UNSW (though, all views are his own). He has a PhD in finance and in l...
Jun 24, 2022•47 min
On todays WTFinance podcast we welcomed back Dr Adi Imsirovic, Former Global Head of Oil at Gazprom Marketing & Trading. On the podcast we talked about what has created the massive inflation in energy prices, the complex geopolitics in Oil, can Europe live without Russian energy and what level of oil would create demand destruction. I hope you enjoy! Adi Imsirovic has over 30 years of experience in oil trading. He held a number of senior positions, including Global Head of Crude Oil at Gazpr...
Jun 22, 2022•55 min
On todays episode of the podcast I was happy to host Hugh Hendry Official - Founder of Eclectica Asset Management, an award winning hedge fund manager and host of the Acid Capitalist podcast. On the podcast we talked about who is Hugh Hendry, being a contrarian investor, the current relationship between the US and China and why it has created class warfare. I hope you enjoy! 0:00 - Introduction 1:57 - Who is Hugh Hendry? 3:00 - Why do we have a specific view of hedge fund managers? 7:30 - How do...
Jun 17, 2022•1 hr 1 min
On todays episode of the WTFinance podcast I was happy to host Tom Nash - Palantir evangelist, Co host of Money Talks, Lada lover and Amit hair hater. On todays podcast we talked about the history of Lada, why we should have higher interest rates, how 80% of companies will go bankrupt in the coming years and a strategy to select the future Amazon (as well as a lot of laughing...). I hope you enjoy! Tom Nash has 10+ years as an analyst for a major global investment firm, including stock market an...
Jun 15, 2022•1 hr 5 min
On todays episode I had the opportunity to interview Antonio Linares, an investor whose portfolio has delivered an average return of 2000% by focusing on finding asymmetric investment opportunities. On todays episode we talked about what will drive GDP growth in the coming years, Synthetic Biology and Amyris, Antonio's strategy for finding investment opportunities and how Spotify will win the audio war. I hope you enjoy! Antonio started his investment journey in 2014, by investing half of his mo...
Jun 10, 2022•59 min
On todays podcast I was happy to host Salman Anees Soz, Economist, Commentator and Author of the recently released book "Unshackling India: Hard Truths and Clear Choices for Economic Revival". During the podcast we talked about the role of the World Bank and IMF, an introduction into the Indian economy, how it has changed over the past 20 years and what changes need to be made to allow the country to fully unlock its potential. I hope you enjoy! Buy the book here - Amazon - https://www.amazon.co...
Jun 08, 2022•42 min
On todays podcast I was happy to talk with Darin Tuttle, Owner & Chief Investment Officer of Tuttle Ventures, an investment management firm with a strategy designed to leverage fundamental equity management alongside traditional assets like stocks and bonds. On the podcast we talked about the current macroeconomic trends, reducing sensitivity to overall market, managed futures funds, what would change Darin's current perspective and building out of a recession. I hope you enjoy! With over a ...
Jun 03, 2022•47 min
