Original Interview - 16th of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Larry McDonald. Larry is the Founder of the Bear Trap Report and author of the recently released book “How to listen when markets speak”. During our conversation we spoke about his book, why global inflation could be higher for longer, back to the 60's/70's, the commodity supercycle, debasement of the US Dollar, sanctions, China growth is coming back and more. I hope you enjoy! Bu...
Apr 17, 2024•42 min
Interview recorded - 1st of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jesse Felder. Jesse is the Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about Jesse's thoughts on the markets, why we will have a recession, society of speculators, the everything bubble, economic data to watch, how is Jesse positioned and the potential for a commodity supercycle. I hope you enjoy! 0:00 - Introduction 1:31 - O...
Apr 10, 2024•47 min
Interview recorded - 3rd of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod - Head of Research for Goldmoney. During our conversation we spoke about how the FED have lost control, what this means for inflation and interest rates, the potential bond yield blowout, why the system hasn't collapsed yet, gold to continue to go higher and more. I hope you enjoy! 0:00 - Introduction 1:39 - Overview of markets 3:38 - What influenced stop of bond...
Apr 05, 2024•39 min
Interview recorded -1st of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG. During our conversation we spoke about what is currently happening in the economy, why speculators are the only ones making money, no alternative to the US Dollar, Financial repression, wealth divide and more. I hope you enjoy! 0:00 - Introduction 1:45 - What is currently happening in the economy? 5:57 - Debt owned by bot...
Apr 03, 2024•51 min
Interview recorded - 26th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell. Michael is the CEO of CrossBorder Capital. During our conversation we spoke about Michael's outlook for liquidity, global central bank outlook, why interest rates are not always important, positive outlook for markets in the long term, deficit challenges, assets to perform and more. I hope you enjoy! 0:00 - Introduction 1:30 - What is Michael’s outlook on liquidit...
Mar 29, 2024•52 min
Interview recorded - 19th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business. During our conversation we spoke about the weaponization of the US dollar, Central Banks buying gold, gold price bonanza, whether gold could go to $8000, which commodities benefit and more! 0:00 - Introduction 1:12 - Outlook on commodity markets? 4:08...
Mar 26, 2024•37 min
Interview recorded - 19th of March, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates. During our conversation we spoke about why the recession is still on horizon despite market strength, whether we're in a new economy, whether the FED are taking the right action, unwinding of private credit markets, which assets to perform and more! 0:00 - Introduction 2:14 - Why have w...
Mar 22, 2024•51 min
Interview recorded - 12th of March, 2024 On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch . During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned hi...
Mar 16, 2024•48 min
Interview recorded - 27th of February, 2024 Why could the bull market continue for a few more months? What could be the catalyst for institutions to start selling stocks? Outlook on Nvidia, Meta, US dollar and Uranium? We spoke about this and more with Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. 0:00 - Introduction 1:48 - What is Chris currently seeing in the markets? 7:29 - Double top in the near future? 9:51 - What would make Chris bearish? 13:...
Mar 01, 2024•35 min
Original Interview - 20th of February, 2024 On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of @OxbowAdvisors . During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy! 0:00 - Introduction 0:47 - What is Ted seeing in the markets? 1:4...
Feb 23, 2024•30 min
Interview recorded - 12th of February, 2024 On this episode of the WTFinance I had the pleasure of speaking with Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”. Buy the book here - https://www.amazon.co.uk/Broken-Money-Financial-System-Failing-ebook/dp/B0CGNVNXK2/ During this conversation we spoke about what Lyn is currently seeing in th...
Feb 16, 2024•45 min
Interview recorded - 5th of February, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about Danielle's thoughts on the markets, what the recent job losses mean for the economy, whether the economy is currently on its last legs, could commercial real estate be another credit event catalyst and what this means for the...
Feb 09, 2024•26 min
Interview recorded - 29th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about whether an economic depression is on the horizon, catalyst for a deflation, debt driven growth in China, risk of conflict and more! 0:00 - Introduction 1:45 - Economic Depression on Horizon? 9:10 - Catalyst for deflation? 10:40 - Geopolitics escalating to the point of a global conflict? 13:00 - Can China still be a threat to t...
Feb 02, 2024•27 min
Interview recorded - 19th of January, 2023 Substack - https://rubino.substack.com/ On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack. During our conversation we spoke about whether good news is bad for the markets, Deja vu of back end of 2022, unwinding of 40 years of economic exuberance, mass bankruptcies, whether the FED has pivoted and if US government obli...
Jan 27, 2024•41 min
Interview recorded - 17th of January, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back @gcelente . Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal. During our conversation we spoke about the trends Gerald are watching in 2024, "When all else fails, they will take you to war", whether Biden runs for president, Synthetic Devolution and which assets to perform during this period. 0:00 - Introduction 1:44 - What tr...
Jan 19, 2024•39 min
Interview recorded - 10th of January 2024 On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street. During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what causes the stock market rally, whether the FED can save the market and more. I hope you enjoy! 0:00 - Intr...
Jan 12, 2024•48 min
Interview recorded - 5th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrick Zeberg for the first interview of the year! Henrik is a Macro Economist, the Founder and Publisher of the Zeberg Report. During our conversation we spoke about Henrik's Outlook for 2024, why stock market will continue to rip until April this year, the impending recession similar to 2008, what assets will benefit during recession and stagflation afterwards and more. I ho...
Jan 05, 2024•37 min
Interview recorded - 19th of December, 2023 This week I had the pleasure of welcoming back David Hay - Co-Chief Investment Officer of Evergreen Gavekal. During our conversation we talked about the David's current thoughts on markets, whether we are in a new bull market or bear rally, assets David is currently watching and more. I hope you enjoy! 0:00 - Introduction 0:45 - Current thoughts on markets 3:05 - Preventing Trump returning to power? 6:20 - FED providing maximum optionality? 9:20 - Cons...
Dec 27, 2023•40 min
Interview recorded - 15th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams for a third time!. During our conversation we spoke about what Grant is seeing in markets, whether the FED are hedging their bets, have they vanquished inflation, what is happening with gold, the everything bubble, politics and more. Hope you enjoy! 0:00 - Introduction 0:23 - Grants opinion on Macro? 2:32 - FED Hedging bets? 4:35 - Strong conviction until you d...
Dec 18, 2023•51 min
Interview recorded - 11th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on George Robertson - a veteran of the Fixed Income industry with over 40 years of experience and a very unique view on the FED. During our conversation we spoke about why the FED does not exist, how the economy is currently handling high interest rates, the narrative is all the FED control, what this means for assets and more. I hope you enjoy! 0:00 - Introduction 2:13 - Why does...
Dec 13, 2023•1 hr
Interview recorded - 8th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Peter Grandich - Founder of Peter Grandich & Company. During our conversation we spoke about what Peter is seeing in the market, "Don't worry, Be Happy" bias in Wall Street, current issues globally, assets which Peter believes are undervalued, BRIC's and more. I hope you enjoy! 0:00 - Introduction 1:57 - What is Peter currently seeing in markets? 8:22 - “Don’t Worry, Be Happ...
Dec 11, 2023•34 min
Interview Recorded - 7th of December, 2023 On this episode of the WTFinance podcast we had the pleasure of speaking with Rafi Faber - the @endgameinvestor . During our conversation we spoke about whether the FED have landed the plane, what is happening in repo markets, why banks aren't lending to each other, whether the FED can save the system again, why Gold is increasing and more. I hope you enjoy! 0:00 - Introduction 2:08 - Does Rafi agree with recent rhetoric that the FED have landed the pla...
Dec 08, 2023•27 min
Interview recorded - 4th of December, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Mario Innecco. During our conversation we spoke about Mario's thoughts on the economy, why markets have held up, CPI is not real inflation, whether the economy is going into a recession and more. I hope you enjoy! 0:00 - Introduction 1:50 - What is Mario currently watching in the economy? 4:30 - Changed how GDP is measured 5:40 - Surprised how markets have held up? 7:26 - Not s...
Dec 06, 2023•21 min
Interview recorded - 27th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Nick Glinsman - Co-Founder at Malmgren-Glinsman Partners. During this conversation we spoke about Nick's current thoughts on the US markets/economy, why he believes the US will avoid recession in 2024, one-off investment buoying economic growth, what this means for bond markets, the Japanese bond market and more. I hope you enjoy! 0:00 - Introduction 0:57 - What is Nick curre...
Nov 29, 2023•44 min
Interview recorded - 17th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard - Founder of Equity Management Associates and a sound money advocate. During our conversation we spoke about Lawrence's current thoughts on the market, risk of everything bubble bursting, whether the FED can land the plane, geopolitical shifts, why something is going to break, Bitcoin and more! I hope you enjoy. 0:00 - Introduction 1:16 - What is happening in t...
Nov 22, 2023•41 min
Interview recorded - 13th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver - Founder of Momentum Structural Analysis. During our conversation we spoke about Michael's thoughts about the markets, why there is continued stress, what is happening with bonds, what assets will perform and more! 0:00 - Introduction 0:49 - What is Michael currently seeing in markets? 8:42 - Largest companies holding up indexes. Will they remain stable? 17:01...
Nov 20, 2023•31 min
Interview recorded - 14th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with @EconomicNinja . During our conversation we spoke about what he is currently seeing in the markets, disconnect between markets and the economy, who would replace the US Dollar, short-term gain long-term pain, assets to focus on in this period and more! 0:00 - Introduction 1:15 - What is Ninja seeing in the markets? 5:01 - Disconnect between markets and the economy 9:11 - Core ...
Nov 17, 2023•27 min
Interview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I have the pleasure of welcoming back Weston Nakamura - Founder & Host of @acrossthespreadYT . During our conversation we spoke about 0:00 - Introduction 2:21 - What is Weston currently seeing in global bond markets? 12:46 - Are the BoJ unwinding yield control? 21:31 - Will Japanese bonds follow a similar trend to the US? 25:36 - Why is there a correlation between BoJ & other bonds? 29:56 - Why is the Ye...
Nov 15, 2023•53 min
Interview recorded - 7th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of speaking with Jared Dillian - a writer, author, DJ, and speaker. During our conversation we spoke about why a recession is inevitable, whether a FED pivot is imminent, how this will impact bond prices, how to be financially successful and more. I hope you enjoy! 0:00 - Introduction 1:04 - Jared’s current thoughts about what is happening in the markets? 3:18 - Was recent GDP read abnormal? 4:...
Nov 13, 2023•23 min
Interview recorded - 10th of November, 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt - Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method. During our conversation we spoke about Francis' thoughts about the market, why we are in an anti-goldilocks economy, whether shorter duration investments will benefit, which assets will hold their value and more. I hope you enjoy! 0:00 - Introduction 1:20 - Anti-goldilocks e...
Nov 10, 2023•1 hr 19 min
