Interview recorded - 19th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure to welcome back Alex Gurevich, During our conversation we spoke about the inflation tied is going back out due to recessionary trends, how this could lead to a deflationary annihilation, how this could benefit bonds and other global trends Alex is currently watching. I hope you enjoy! 0:00 - Introduction 0:40 - Current macroeconomic trends Alex is paying attention to? 2:15 - What caused the inf...
Apr 21, 2023•34 min
Interview recorded - 18th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Anthony Vicino - a best selling author, host of the Multifamily Investing Made Simple Podcast and manager of $70M real estate portfolio. During our conversation we spoke about the property market, why single family properties could continue to increase, the impending risk of multifamily properties, current real estate trends and starting your own business. I hope you enjoy! 0:...
Apr 19, 2023•32 min
Interview recorded - 7th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg. During our conversation we spoke about OPEX flexing their muscles, how the US is driving enemies together, how Europe made it through the winter and the manipulation of Bitcoin prices. I hope you enjoy! 0:00 - Introductions 0:10 - Is OPEC flexing their muscles or showing their weakness? 3:00 - Will OPEC members comply with cuts? 5:15 - US driving enemies together 7:40...
Apr 14, 2023•37 min
Interview recorded - 6th of April, 2023 On todays episode of the WTFinance podcast I have the pleasure of welcoming back Marc Faber, Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we talked about the risk of a decade long bear market and whether they peaked in 2021, whether the US time as a world power had ended, who would be the next world hegemony and potential outperformance of emerging markets. I hope you enjoy! 0:00 - Introduction 0:22 - Marc’s current ...
Apr 12, 2023•41 min
Interview recorded - 5th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Alasdair Macleod - Head of Research at Goldmoney, Educator for sound money and demystifying finance and economics. During our conversation we spoke about why interest rates are so important in the current scheme of things, how current events impact the banking industry, the end game of current debt system and what this means for precious metal prices. I hope you enjoy! 0:00 - In...
Apr 07, 2023•47 min
Interview recorded - 3rd of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Matthew Piepenburg, During our conversation we spoke about whether the FED has control over the debt market, Risk of US Dollar losing its hegemony, what happens with a debt collapse and the winners and losers of such an event. I hope you enjoy! 0:00 - Introduction 0:45 - Can the current situation get worse? 7:45 - Does the FED have control over the debt market? 11:55 - Risk of I...
Apr 05, 2023•47 min
Interview Recorded - 31st of March, 2023 On today's episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson, a retired Wealth Manager from Switzerland. During our conversation we spoke about what was behind the recent bank collapses, commercial real estate the next concern, what this means for the world of banking, how the FED can continue with unrealised losses and whether a BRICs currency could replaced the US Dollar. I hope you enjoy! 0:00 - Introduction 1:40 - Wh...
Apr 03, 2023•46 min
Interview recorded - 31st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Rafi Farber, The @endgameinvestor . During our conversation we spoke about the further banking collapses, why this could lead to a $100 trillion government bailout, what this means for inflation and what is currently happening in precious metals. I hope you enjoy! 0:00 - Introduction 1:07 - Current Take on what is happening at the moment? 4:20 - Derivatives to collapse another ...
Mar 31, 2023•31 min
Interview recorded - 27th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Robert Bryce - An author, journalist, podcaster, film producer and public speaker with other 30 years experience in the energy and electricity markets. During our conversation we spoke about what is currently happening in the electricity landscape, whether Europe can make it through the next winter, current red flags in the markets and what this means for our future. I hope you...
Mar 29, 2023•33 min
Interview recorded - 22nd of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Gregory Mannarino, “The Robin Hood of Wall Street” and Founder of Traders Choice. During our conversation we spoke about the current banking crisis, how this could lead to a debt meltdown, what this means for personal freedom and how you can protect your wealth during such a situation. I hope you enjoy! 0:00 - Introduction 0:15 - What is Greg’s opinion on the banking crisis? 2:...
Mar 24, 2023•33 min
Interview Recorded - 16th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Kao, a Private investor with 30 years experience and author of the great newsletter Kaoboy Musings. During our conversation we spoke about what is happening with the banking crisis, whether shadow banks will be at risk, if China could be the canary in the coal mind, structural inflation for longer and what this mean for assets moving forward. I hope you enjoy! 0:00 - In...
Mar 17, 2023•49 min
Interview Recorded - 9th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Seidle, a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management industry. He’s nationally recognized as an authority on pensions and investment management matters, having testified before the Senate Banking Committee regarding fund scandals and is an expert in various Madoff-related...
Mar 16, 2023•37 min
Interview recorded - 11th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Woo - 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 spoke about the SVB collapse, why it wont lead to a banking crisis within the US, what the aftermath of the collapse will be and changing macroeconomic tr...
Mar 14, 2023•38 min
Interview recorded - 9th of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Neal Berger, President at Eagles View Asset Management. During our conversation we spoke about the recent monetary regime change, why this caused all assets to go down in 2022, how the same thing will happen in 2023 and whether we will see a 2018 like pivot. I hope you enjoy! 0:00 - Introduction 0:12 - What happened in 2022? 17:35 - Central Bank liquidity main driver of all mark...
Mar 10, 2023•39 min
Interview Recorded - 1st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Joseph Wang - CIO at Monetary Macro, writer at the Fed Guy, author of the great book “Central Banking 101” and Former Senior Trader at the Federal Reserve Bank of New York. During our conversation we spoke about why QE has not cause hyperinflation, How QT is different to QE, Whether we will see a soft landing moving forward and impact high interest rates for longer will have on ...
Mar 06, 2023•46 min
Interview recorded - 1st of March, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider, one of the foremost experts on the monetary system, Host of @eurodollaruniversity and Chief Strategist at Atlas Financial. During our conversation we spoke about why the markets have been resilient recently, what an inverted yield curve is, what a recession means for financial system and Jeffs outlook for 2023. I hope you enjoy! First Interview with Jeff - https://...
Mar 03, 2023•46 min
Interview Recorded - Wednesday the 22nd of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Mark Spiegel, Managing Member & Portfolio Manager of Stanphyl Capital Partners. During our conversation we spoke about why the FED are causing a recession, whether stocks will go down big, why this will be led by Tesla and other overvalued stocks and what would have to change for Mark to go net long. I hope you enjoy! 0:00 - Introduction 0:50 - Overview of ...
Mar 01, 2023•38 min
Interview recorded - 22nd of February, 2023 During todays WTFinance podcast I had the pleasure of speaking with John Rubino, Founder of dollarcollapse.com, author/co-author of 5 books and macro writer. During our conversation we spoke about why our financial system will implode, what that means for our world, when is the right time to position in real assets and what the next currency system will be. I hope you enjoy! 0:00 - Introduction 0:50 - Why will our financial system implode on itself? 4:...
Feb 24, 2023•37 min
Interview recorded - 21st of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Keith Dicker, Founder & Chief Investment Officer at IceCap Asset Management. During our conversation we spoke about where risk is currently in the markets, why we have been desensitised to risk, which country could be the catalyst and what assets would be protected during a global crisis. I hope you enjoy! 0:00 - Introduction 1:41 - Where is the risk in the markets? 5:25...
Feb 22, 2023•31 min
Interview recorded - 16/02/2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. During our conversation we spoke about what is happening in the markets, why investors shouldn't be paying attention to the FED, how the current economic environment could lead to many bankruptcies and what assets to watch out for in such an environment. I hope you enjoy! 0:00 - Introduction 0:10 - Current thoughts on what will...
Feb 17, 2023•27 min
Interview recorded - 6th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Sam Burns, Founder & Chief Strategist at Mill Street Research. During our conversation we spoke about Sam's thoughts on the market, how we could have had a market bottom, what indicators Sam is currently watching, why earnings won't be as bad as everyone thinks and why it is the time to put on some risk. I hope you enjoy! 0:00 - Introduction 0:28 - Sam's thoughts on the m...
Feb 15, 2023•26 min
Interview recorded - 7th of February, 2023 On todays 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 the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope you enjoy! 0:00 - Introduction 0:48 - Andy’s thoughts on the markets? 7:53 - High beta up, most other assets f...
Feb 13, 2023•26 min
Interview recorded - 9th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hunter, a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about how the S&P 500 will hit 6,000 or higher, how it could be the fastest rally in history, what assets will perform the best, what will then cause an 80% drop and bullishness for metals. I hope you enjoy! 0:00 - Introduction 1:14 - Overview of hypoth...
Feb 10, 2023•42 min
Interview recorded - 6th of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with @EconomicNinja . During our conversation we spoke about the overview of the auto and real estate industry, thoughts on the current markets, how we could experience the worse crash in 50 years and how you can prepare to become wealthy during that period. I hope you enjoy! 0:00 - Introduction 0:54 - Overview of auto industry and real estate industry? 3:25 - Being forced to sell...
Feb 08, 2023•24 min
Interview recorded - 2nd of February 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Matthew Klein, the founder of The Overshoot and Co-author of the book “ Trade Wars are Class War - How Rising Inequality distorts the global economy and threatens international peace.” During our conversation we spoke about how de-globalisation, China’s consumption issue, what has influenced inequality and how this can be changed in the future. I hope you enjoy! 0:00 - Introdu...
Feb 06, 2023•37 min
Interview recorded - 2nd of February, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Zed Francis, CIO & Co-Founder of Convexitas. During our conversation we talked about what is currently happening the markets, how tight credit markets could be, whether this could increase volatility and other impacts in markets. I hope you enjoy! 0:00 - Introduction 0:30 - What is currently happening in the markets? 4:15 - Managers can only hold on to cash for so long 5:...
Feb 03, 2023•32 min
Interview recorded - 31st of January, 2023 On todays 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 whether there is a chance for a soft landing, how bad the recession will be, how the recession will impact markets, which assets will perform and what would have to change for David to go long. I hope you enjoy! 0:00 - Introduction 1:06 - Any inkling of a so...
Feb 01, 2023•29 min
Interview Recorded - 23rd of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming back Antonio Linares, a long term thinker/investor. During our conversation we spoke about his Electron Management Investment Framework, how this is used to analyse company, a deep dive analysis of both Meta and Amazon and which company Antonio prefers best. I hope you enjoy! 0:00 - Introduction 0:25 - Electron Management Investment Framework 4:30 - Networks that efficiently util...
Jan 25, 2023•37 min
Interview recorded - 12th of January, 2023 On this weeks episode of the WTFinance podcast I had the pleasure of speaking with Clive Thompson, a retired Wealth Manager from Switzerland. During our conversation we spoke about how Central Banks are becoming insolvent, three potential courses of actions Central Banks have, how this could lead to CBDC's and a monetary reset and what assets would protect wealth during this period. I hope you enjoy! 0:00 - Introduction 0:30 - How are central banks maki...
Jan 20, 2023•54 min
Interview Recorded - 11th of January, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Andreas Steno Larsen, Founder & CEO of Steno Research and macro aficionado. During our conversation we spoke about the key trends for 2023, why we could experience the fastest decrease of inflation in history, whether we could experience whether the recession may not be as bad as we think and if we may experience 10 further years of inflation. Steno Research is The Europe...
Jan 18, 2023•37 min
