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 ...
Aug 04, 2023•40 min
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 t...
Aug 02, 2023•53 min
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 exp...
Jul 28, 2023•44 min
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 sys...
Jul 21, 2023•47 min
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 kno...
Jul 19, 2023•35 min
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 geographie...
Jul 14, 2023•28 min
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, ho...
Jul 12, 2023•55 min
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? 1...
Jul 07, 2023•29 min
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 watchi...
Jul 05, 2023•42 min
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 cur...
Jul 03, 2023•52 min
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 marke...
Jun 30, 2023•35 min
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...
Jun 28, 2023•44 min
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 e...
Jun 27, 2023•21 min
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 d...
Jun 21, 2023•35 min
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...
Jun 19, 2023•33 min
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 di...
Jun 16, 2023•43 min
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 ...
Jun 14, 2023•44 min
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 dri...
Jun 11, 2023•36 min
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...
Jun 09, 2023•46 min
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 ...
May 31, 2023•44 min
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 e...
May 26, 2023•43 min
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:...
May 24, 2023•46 min
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 i...
May 17, 2023•47 min
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 c...
May 11, 2023•32 min
Interview recorded - 1st of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco - a financial markets, macroeconomics and monetary policy analyst. During our conversation we spoke about how things have changed over the last 7 months, whether we could see other banks under pressure, how a deflationary crash or hyperinflation are likely and what this means for precious metals moving forward. I hope you enjoy! 0:00 - Introduction 0:45 - Changes in ...
May 09, 2023•29 min
Interview Recorded - 24th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of hosting Edwin Dorsey - Author of the Bearcave, exposing bad companies. During our conversation we talked about what is corporate fraud/misconduct, whether we are in the golden age of corporate misconduct, Edwin's research structure to uncover corporate misconduct and his recent thoughts on AirBNB. I hope you enjoy! 0:00 - Introduction 0:30 - What is corporate misconduct/fraud? 2:30 - The gol...
May 07, 2023•30 min
Interview recorded - 1st of May, 2023 On todays episode of the WTFinance podcast I had the pleasure of welcoming Sir Paul Tucker. Paul spent more than 3 decades in Central Banking, culminating in being the Deputy Governor of the Bank of England. He is also the author of the recently released book “Global Discord: Values and Power in a Fractured World Order”. During our conversation we spoke about the threat of a global fracturing, why China is unlikely to change, what a China/US split would look...
May 03, 2023•1 hr
Interview recorded - 24th of April, 2023 On todays episode of the WTFinance podcast I have the pleasure of speaking with Vincent Deluard, Director of Global Macro Strategy at StoneX Group. During our conversation we spoke about why inflation could be structurally higher for the long term, the impact on cheap capital, cheap goods and cheap labour and how this will effect asset prices moving forward. I hope you enjoy! 0:00 - Introduction 0:50 - What has been happening in markets? 2:35 - What is th...
May 01, 2023•42 min
Interview recorded - Tuesday the 25th of April On todays episode of the WTFinance podcast I have the pleasure of welcoming back Francis Hunt - Trader, Technical Analyst,Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we talked about the challenges the markets are currently facing, how the central banks will sacrifice the currency to save the economy, what this means for markets and how you can protect your wealth. I hope you enjoy! 0:00 - Introduction 0:15 - ...
Apr 28, 2023•40 min
Interview recorded - 25th of April, 2023 On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell, Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about the fragile state of US banks, why banks are collapsing under higher interest rates, the connection to global liquidity and what this means for asset outperformance in the future. I hope you enjoy! 0:40 - Introduction 1:02 - Why have banks collapsed with higher interes...
Apr 26, 2023•39 min
