Interview recorded - 21st of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider. Jeff is at the forefront of modern money and monetary science, specifically the Euro dollar market and its impact globally. He is also the host of the Eurodollar University. During our conversation we spoke about whether the economy is in a recession, the consumer struggle, why rate cuts don't do anything, bond market explosion, economic growth and more. I hope yo...
Oct 23, 2024•50 min
Interview recorded - 16th of October, 2024 Rick Bootcamp - http://bootcamp.ruleclassroom.com 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 outlook for the economy, the unaffordable pension plans, concentration of wealth, Trump tariffs, China's rise, base metals, resource underinvestment and mor...
Oct 18, 2024•48 min
Interview recorded - 14th of October, 2024 This interview was from a WTFinance podcast with Michael Oliver. Michael is a regular guest who is the founder of Momentum Structural Analysis. During our conversation we spoke about how the US is currently the largest market, why the FED won't be able to save it, precious metals and gold, whether silver will outperform this time, a debt crisis and more. I hope you enjoy! 0:00 - Introduction 0:16 - Hell in markets still on the cards in 2024? 4:20 - FED ...
Oct 16, 2024•40 min
Interview recorded - 3rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance. During our conversation we discussed China's rise, the current US-China relationship and how this has evolved, why China hasn't become more democratic, r...
Oct 04, 2024•1 hr 13 min
Interview recorded - 27th of September, 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 and critic of current monetary policy actions of central banks. During this conversation we spoke about his thoughts on the economy, why there is a debt trap, no expectation of real growth in the future, private vs public debt, calculating US Dollar devaluation, precious metals and more. I hope you enjoy! 0:00 - Intr...
Oct 02, 2024•54 min
Interview recorded - 25th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Neil Howe. Neil is the co-author of the ground breaking “The Fourth Turning” and author of the updated version of the book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End” which I had the pleasure of reading. During our conversation we spoke about the Fourth turning, the current political shifts, the challenges with de...
Sep 27, 2024•1 hr 17 min
Interview recorded - 23rd of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Glenn Diesen. Glenn is a Norwegian political scientist and professor at the University of South-Eastern Norway. During our conversation we spoke about the current geopolitical outlook, US hegemon, risk of the collapse of the US hegemon, a multipolar war, increasing geopolitical tensions, economic optionality and more. I hope you enjoy! 0:00 - Introduction 1:03 - Current outloo...
Sep 25, 2024•2 min
Interview recorded - 10th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is the Head of Research for Goldmoney. We spoke about the risk of a debt trap, commodities, whether the FED can cut out of a recession, japanificarion, gold and more. I hope you enjoy! 0:00 - Introduction 1:43 - What is happening in the economy? 3:43 - Commodity crash linked to recession? 7:42 - Impact of low interest rates? 9:40 - Politicians to c...
Sep 18, 2024•46 min
Interview recorded - 9th of September, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Mel Mattison. Mel is writer and financial services veteran, with 20 years in the realm of high finance. During our conversation we talked about Mel's outlook for the markets, higher inflation for longer, risk of economic collapse, social security, stock melt-up, which assets will perform and more. I hope you enjoy! 0:00 - Introduction 0:49 - Outlook on the macro and markets? 5:...
Sep 11, 2024•45 min
Interview recorded - 2nd of September, 2024 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 John's thoughts about the economy, interest rate cutting, another real estate credit event, similar to the 90's, milkshake theory, new standard currency, gold miners and more! 0:00 - Intro...
Sep 04, 2024•35 min
Interview recorded - 26th of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back 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”. During our conversation we spoke about what is happening in the markets, rotation out of the US, which markets are investable, broadening US markets, energy, China and mor...
Aug 30, 2024•53 min
Interview recorded - 27th of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital. During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy! 0:00 - Introduction 1:47 - Market flying? 5:04 - Anything else to pay attention to? 9:21 - Surprised by dollar ...
Aug 28, 2024•43 min
Interview recorded - 21st of August, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ed Yardeni. Dr Ed is the President of Yardeni Research. During our conversation we spoke about his thoughts on the economy, potential for it being a new roaring twenties, productivity, normalisation of growth, interest rate decisions, impacts on markets and more. I hope you enjoy! 0:00 - Introduction 1:40 - Thoughts on global economy? 4:40 - Why rolling recessions? 11:04 - Employ...
Aug 23, 2024•41 min
Interview recorded - 26th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about the risk of a market crash in 2024, BRIC's currency, Global Cold/Hot War, financial system crisis and more. I hope you enjoy. 0:00 - Introduction 1:52 - Market crash in 2024? 9:01 - Control over the heartland? 13:13 - BRIC’s currency 19:30 - Republicans to cut spending? 21:16 - South China Sea 27:18 - Cold vs hot world war? 31:24...
Aug 05, 2024•36 min
Interview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of hosting Steve Hanke. Steve H. Hanke is a professor of applied economics and founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at the Johns Hopkins University. During our conversation we spoke about Steve's economic outlook, the quantity theory of money, Hanke Golden Rule, US going into the recession, why FED's models are wrong, t...
Jul 31, 2024•37 min
Interview recorded - 24th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”. 0:00 - Introduction 1:07 - Economic and market outlook? 6:10 - Stagflation? 7:42 - GDP growth 10:02 - What has the FED had on the economy? 13:22 - QE & QT 15:42 - How ...
Jul 26, 2024•39 min
Interview recorded - 18th of July, 2024 On this episode of the WTFinance I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner. During our conversation we spoke about Julian's thoughts on the economy, recession on the horizon, why market crash could be a catalyst for recession, hyperfinancialisation, volatility in bubble, dollar, treasuries and more. I hope you enjoy! 0:00 - Introduction 1:25 - Julian’s thoughts of the economy? 6:50 -...
Jul 24, 2024•41 min
Interview recorded - 18th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm. During our conversation we spoke about her outlook for the economy, unemployment and whether it could stick, how bad could the recession be and more. I hope you enjoy. 0:00 - Introduction 1:44 - Outlook for the economy? 3:15 - Unemployment going to stick? 5:35 - Is...
Jul 19, 2024•25 min
Interview recorded - 9th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Professor Richard Wolff. Richard is a well-known critic of an alternative contemporary economic system, host of the Economic Update and Founding Director of Democracy at work. During our conversation we spoke about his thoughts on the economy, why the US may not be the strongest economy, causes of economic inequality, direction of travel and more. 0:00 - Introduction 1:30 - Richard’...
Jul 12, 2024•34 min
Interview recorded - 8th of July, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Collum. David is a Professor of Organic Chemistry and leading thinker on markets and the larger world around us. During our conversation we spoke about Dave's thoughts about the world, why he is still bearish, governments can't afford pensions, shift from boomers to millennials, societal shifts, what has surprised David, Biden and more. I hope you enjoy! 0:00 - Introduction ...
Jul 10, 2024•54 min
Interview Recorded - 20th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Liz Ann Sonders. Liz Ann is Managing Director, Chief Investment StrategistCharles Schwab & Co., Inc. During our conversation we spoke about her outlook for markets, the bifurcation of the economy, why the FED were hawkish, immigration, what does this mean for markets and more. I hope you enjoy! 0:00 - Introduction 1:55 - Outlook on economy and markets? 5:26 - Why is economy bif...
Jun 22, 2024•37 min
Interview recorded - 13th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”. During our conversation we spoke about whether the economy is still in a recession, inflation, precious metals, the collapse of empires, Russia & China, market crash risk and more. I hope you enjoy! 0:00 - Introduction 1:39 - Still in a recession? 5:27- ...
Jun 14, 2024•37 min
Interview recorded - 12th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Louis-Vincent Gave. During our conversation we spoke about Louis' outlook for global markets, why growth could remain strong with higher inflation, what this means for commodities, whether the Chinese economy has bottomed, Yen weakness and more. I hope you enjoy! 0:00 - Introduction 1:55 - Outlook on global markets? 4:32 - Pullback in emerging markets? 10:45 - Economic sentiment st...
Jun 12, 2024•42 min
Interview recorded - 4th of June, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. During our conversation we spoke about Henrik's current thoughts on markets, why bull market could extend to September, what this means for his portfolio, risk of an economic crisis "much worse than 2008" and more. I hope you enjoy! 0:00 - Introduction 0:54 - Current thoughts about markets? 2:30 - What has changed outlook? 5:20 - Prolonged bull market? 8:17 - Key ec...
Jun 11, 2024•40 min
Interview recorded - 29th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates. During our conversation we spoke about Adam's outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy. 0:00 - Introduction 0:42 - Overview of energy markets? 1:31 - Adam bullish ...
Jun 06, 2024•47 min
Interview recorded - 30th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy! 0:00 - Introduction 1:46 - Current outlook of markets? 4:11 - What caused David to update catalyst? 7:48 - Inflation? 10:50 - Disconnect between the economy and marke...
Jun 01, 2024•37 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...
May 11, 2024•39 min
Interview recorded - 7th of May, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to inv...
May 08, 2024•27 min
Interview recorded - 19th of April, 2024 On this episode of the WTFinance podcast I had the pleasure to welcome back Doomberg. During our conversation we spoke about the current geopolitical situation, why this is highly inflating oil prices, how oil would be $50 without war, in-depth analysis of the gas markets, the US energy miracle and more. I hope you enjoy! 0:00 - Introduction 2:57 - What does the current geopolitical factors mean? 6:04 - How have we gotten into the geopolitical mess? 8:37 ...
May 03, 2024•38 min
Interview recorded - 17th of April, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive's entire career was in wealth management, mainly Swiss private banking. This provides him a unique insight into central banks. During our conversation we spoke about why we didn't experience a banking crisis in 2023, whether it could be a risk moving forward, governments getting poorer while someone else is getting richer, stickier than expected inflation, ...
Apr 19, 2024•44 min
