Interview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Marc Faber for a third time. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether Marc still believe there will be a bear market, shift to short duration assets, how the FED is loosening monetary policy, what central bankers should be doing, regions that Marc is intereste...
Nov 08, 2023•40 min
Interview recorded - 30th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming Jeff Snider - One of the foremost experts on the global monetary system and Host of Eurodollar University. During this conversation we spoke about what Jeff is seeing in the economy, what this means for the bond markets, collateral issues, why the recession has not been cancelled but delayed and what is happening in China. I hope you enjoy! 0:00 - Introduction 1:11 - What is Jeff ...
Nov 01, 2023•43 min
Interview recorded - 27th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Adam Rozencwajg - Managing Partner at Goehring & Rozencwajg. On this episode of the podcast we spoke about what is happening in the energy markets, underinvestment in energy over the past decade, risk of price fluctuations, what this means for prices and more. I hope you enjoy! 0:00 - Introduction 1:00 - What is Adam currently seeing in energy markets? 5:25 - CAPEX or Geopo...
Oct 30, 2023•31 min
Interview recorded - 26th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Pento - President & Founder of Pento Portfolio Strategies. During our conversation we spoke about Michael's thoughts on current markets, why it could be stagflation or depression after a stock crash in 2024, what will happen for the dollar, whether it is possible to save the markets and assets to protect wealth during this period. I hope you enjoy! 0:00 - Introducti...
Oct 27, 2023•34 min
Interview recorded - 19th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg . During our conversation we spoke about whether the US is still driving enemies together, current Middle East conflict impact on energy, Europe this winter and more. I hope you enjoy! 0:00 - Introduction 1:09 - Is the US continuing to drive enemies together? 3:34 - Greatest risk from the middle east conflict? 5:19 - Impact on energy security? 8:34 - Geopolitical risk...
Oct 25, 2023•24 min
Interview recorded - 20th of October, 2023 On this 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 what is currently happening in liquidity markets, whether the FED could go towards yield control, whether all liquidity is created equal, disconnect between inflation and bond prices and more. I hope you enjoy! 0:00 - Introduction 1:40 - What is currently happening in...
Oct 23, 2023•43 min
Interview recorded - 19th of October 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jim Bianco - President and Macro strategist at Bianco Research. On this episode we spoke about increasing yields on the long end, the new normal, why this could lead to higher inflation for longer, economic indicators that Jim believes show the new normal, assets to outperform current situation and more. I hope you enjoy! 0:00 - Introduction 1:19 - What is Jim currently watching?...
Oct 20, 2023•40 min
Interview recorded - 11th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Didier Sornette - Emeritus Professor of Entrepreneurial Risks at ETH Zurich; and Chair Professor and co-Dean of the Institute of Risk Analysis, Prediction, and Management (Risks-X) at the Southern University of Science and Technology (SUSTech) Shenzhen. During our conversation we spoke about whether you can predict financial crises, how this was done during 2008, what Didier is...
Oct 13, 2023•48 min
Interview recorded - 10th of October, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back - “The Robin Hood of Wall Street” and Founder of Traders Choice. During our conversation we spoke about the continued debt issue, what is happening with government bonds, why we are seeing a liquidity vacuum, the current system and more. I hope you enjoy! 0:00 - Introduction 1:04 - What are we currently seeing in the markets? 5:16 - What is happening in the debt market?...
Oct 11, 2023•30 min
Interview recorded - 6th of October, 2023 On this episode of the WTFinance podcast I have the pleasure of speaking with Amir Goren - Principal at the Economic Defense Fund. During our conversation we spoke about whether a FED pivot will cause a stock market crash, what impact interest rates have on markets, strong economic drivers and how long the future recession could be. I hope you enjoy! 0:00 - Introduction 1:50 - What is Amir seeing in the markets? 6:56 - No clear FED expectations could cra...
Oct 09, 2023•34 min
Interview recorded - 2nd of October, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy! 0:00 - Introduction 0:13 - What is Jesse watching in markets?...
Oct 04, 2023•32 min
Interview Recorded - 29th of September 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Rick Rule - Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about what Rick is currently seeing in the commodity market, potential supply gap for many commodities, who will be the winners in this scenario, whether a supply shock can be prevented and more! 0:00 - Introduction 0:15 - What...
Oct 01, 2023•24 min
Interview recorded - 26th of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @JamesKerLindsay - A Geopolitical and Ethnic Conflicts expert. James holds a PhD in International Conflict Analysis and has published a dozen books on ethnic conflicts and territorial disputes. During our conversation we spoke about whether we are living in more turbulent times, what the current geopolitical landscape compares to, whether a region can secede, other drivers th...
Sep 27, 2023•44 min
Interview recorded - 22nd of September, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Peter Foster - Public Policy Editor of the Financial Times and author of the recently released book “What Went Wrong With Brexit: And What Can We Do About It”. During our conversation we spoke about Peter's influence for writing the book, what went wrong with Brexit, whether COVID had an impact, the issue of free movement within the EU, can Brexit be fixed and more. I hope yo...
Sep 25, 2023•34 min
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 -...
Sep 22, 2023•42 min
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 wit...
Sep 19, 2023•51 min
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 bai...
Sep 13, 2023•42 min
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 ...
Sep 08, 2023•1 hr 4 min
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 ...
Sep 06, 2023•44 min
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 Eur...
Sep 03, 2023•57 min
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...
Sep 01, 2023•52 min
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...
Aug 30, 2023•35 min
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 - In...
Aug 28, 2023•52 min
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 ...
Aug 25, 2023•38 min
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 gl...
Aug 23, 2023•35 min
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...
Aug 18, 2023•34 min
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 ...
Aug 14, 2023•33 min
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 an...
Aug 11, 2023•50 min
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 ...
Aug 09, 2023•30 min
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 under...
Aug 07, 2023•24 min
