Interview recorded - 21st of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Glenn Diesen. Glenn is a professor at the University of South-Eastern Norway & geopolitical commentator. During our conversation we spoke further about the current geopolitical landscape, US & Russia to negotiate peace, disaster of Biden tenure, Russian threat for Europe, Ukrainian tragedy, China & US conflict, the end of US hegemon and more. I hope you enjoy! 0:0...
Feb 21, 2025•42 min
Interview recorded - 11th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on Wasif Watif. Wasif is the President & CIO of Sarmaya Partners. During our conversation we touched on his current outlook on the markets, decades long commodity super cycle, whether it is similar to dot com period, the importance of energy, his investing approach and more. I hope you enjoy! 0:00 - Introduction 1:43 - Current outlook for markets? 7:14 - Decade long trend? 10:...
Feb 19, 2025•41 min
Interview recorded - 11th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. During our conversation we spoke about gold going under the radar, geopolitics, EU Bust, Debt bubble, flow of gold to the East and what this means for markets. I hope you enjoy! 0:00 - Introduction 1:07 - What is Alasdair seeing? 3:00 - Gold under the r...
Feb 14, 2025•39 min
Interview recorded - 10th of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research. During our conversation we spoke about the current geopolitical sphere, the issue with NATO, why West has forgotten about peace, trajectory of the world, end of the US Hegemony and more. I hope you enjoy! 0:00 - Introduction 2:26 - Geopolitics 4:40 - End ...
Feb 11, 2025•41 min
Interview recorded - 2nd of February, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back 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 spoke about tariffs, potential retaliations, the hollowing out of Western manufacturing, the new world order, worlds need f...
Feb 08, 2025•52 min
Interview recorded - 24th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation we spoke about his thoughts on the markets, the geopolitical challenges, BRICS alliance, US allies becoming weaker, proxy wars, gold and more. I hope you enjoy! 0:00 - Introduction 1:30 - Thoughts on markets? 2:51 - Geopolitical challenges? 17:05 - Split the BRICS alliance? 20:58 - US allies becoming weaker? 23:45 - Proxy wars 25:49 - Geopol...
Feb 05, 2025•32 min
Interview recorded - 23rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back 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”. During our conversation we spoke about his thoughts on the markets, the bond market leaking, how Scott Bessent can balance it, whether bond market is losing faith in ...
Jan 31, 2025•38 min
Interview recorded - 23rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis-Vincent Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal. During our conversation we spoke about his thoughts on the markets, the everything bubble in the US, what tariffs mean for the US Dollar, the Chinese economic revolution, QE in the market, manufacturing boom and more. I hope you enjoy! 0:00 - Introduction 0:59 - Louis’ overview of marke...
Jan 29, 2025•47 min
Interview recorded - 17th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is a Macro Economist, Founder and Publisher of the Zeberg Report. During this conversation we spoke about the surprised resilience of the economy, why Henrik sees a recession on the horizon, whether it could become a China-like deflation, market narratives, Crypto to diverge from NASDAQ and more. I hope you enjoy! 0:00 - Introduction 1:54 - Surprised by e...
Jan 24, 2025•32 min
Interview recorded - 16th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C. During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy! 0:00 - Introduction 1:29 - Increased volatility 3:26 - FED cu...
Jan 23, 2025•55 min
Interview recorded - 13th of January, 2025 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 liquidity, how the FED and treasury have been artificially providing liquidity before the election, what the dollar wrecking ball means, impact on markets and more. I hope you enjoy! 0:00 - Introduction 1:30 - Outlook for global liquidity? 8:53 - What d...
Jan 17, 2025•50 min
Interview recorded - 10th of January, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Steve Hanke. Steve is the 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. He is also the author of the recently released book “Capital, Interest and Waiting: Controversies, Puzzles and New Additions to Capital Theory”. During our conversation ...
Jan 15, 2025•46 min
Interview recorded - 6th of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Doomberg. During our conversation we spoke about the rebellion of the elite and how increasing electricity prices have impacted this in Europe, energy bottlenecks, geopolitical risk, the new American empire, potential for geopolitical vacuum, Trump accelerating growth, European Winter 24/25 and more. I hope you enjoy! 0:00 - Introduction 2:34 - What stood out in 2024? 5:04 - Nu...
Jan 10, 2025•48 min
Interview recorded - 3rd of January, 2025 On this episode of the WTFinance podcast I had the pleasure of welcoming back Dave Collum. Dave 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 review of 2024, the destruction of the democratic party, emergence of extremism, bureaucratic crisis, controlling complex systems, dollar wrecking ball, confiscating assets, Trump 2.0 and more. I hope you enjoy! 0:00 ...
Jan 08, 2025•1 hr 10 min
Interview recorded - 17th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back 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 the economics of 2024, what to expect in 2024, the potential for another roaring twenties, the collapse of the US empire, actions to prevent such an event and more...
Dec 20, 2024•41 min
Interview recorded - 13/12/2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Chief Strategist of Citrini Research. They cover Thematic Equity with a top down approach. During our conversation we spoke about the thematic equity approach on investing, review of 2024, thoughts on 2025, risk of Nvidia slowdown, return of Arkk, anti-trends, selling too early and more. I hope you enjoy! 0:00 - Introduction 1:37 - Citrini investment strategy 5:13 - What drives markets? 8:...
Dec 20, 2024•1 hr 2 min
Interview recorded - 12th of December, 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 2024, what David was surprised about in the year, the lament of a bear, what to expect in 2025, tight credit spread, secular shift in bond, where David is bullish and more. I hope you enjoy! 0:00 - Introduction 1:21 - David’s year review 2:48 - ...
Dec 18, 2024•43 min
Interview recorded - 4th of December, 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. During this conversation we spoke about the current market outlook, why the market is dangerous, cutting government costs, is inflation an issue, asset bubbles, whether the middle class can be saved and more. I hope you enjoy! 0:00 - Introduction 0:59 - Market outlook 2:38 - Why is the market ...
Dec 13, 2024•33 min
Interview recorded - 4th of December, 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 his thoughts on the markets, large governments, inflation, economics, US bubble, BRICS currency and more. I hope you enjoy! 0:00 - Introduction 1:58 - Current view on markets 4:28 - No changes to trajectory? 7:23 - G...
Dec 11, 2024•40 min
Interview recorded - 4th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about David's call of the S&P500 reaching 6000 during the lows, how his next projection is for it to hit 7500, Trump trades, dollar bullishness, precious metals, the everything bubble and more. I hope you enjoy! 0:00 - Introduction 0:58 - Davi...
Dec 06, 2024•38 min
Interview recorded - 3rd of December, 2024 On this episode of the WTFinance podcast 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 the current economic outlook, new Trump term, whether tariffs will be inflationary, did the FED cut too early, avalanche of bond crisis', dollar wrecking ball and more. I hope you enjoy! 0:00 - Introduction 1:54 - Current Outlook? 5:33- New Trump term differen...
Dec 04, 2024•42 min
Interview recorded - 22nd of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Bjorn Lomborg. Bjorn is a renowned researcher and writer, currently president of the think tank Copenhagen Consensus Center, which researches the most effective solutions to the world’s greatest challenges, from disease and hunger to climate and education. The findings of the 12 most efficient solutions for the world’s poorest are laid out in his recently released book “Best Th...
Nov 27, 2024•44 min
Interview recorded - 19th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Rogers. Jim is a legend in the investing world, author, financial commentator and more! After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. Jim talks further about his current thoughts on the economy, what this means for the market, whether inflation will return, will Trump be good for the economy, China & U...
Nov 22, 2024•29 min
Interview recorded - 18th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric is the Founder & CEO of EPB Business Cycle Research. During our conversation we spoke about the current outlook for the economy, inflation risk, employment, impacts on markets and more. I hope you enjoy! 0:00 - Introduction 1:51 - Current outlook for the economy? 9:11 - Economic lag 16:51 - High inventory skewing economic data 21:35 - Risk of increasi...
Nov 20, 2024•49 min
Interview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Former Ambassador Chas Freeman. Chas is a well know diplomat with an array of experience. Examples include being the main interpreter for Richard Nixon during his 1972 China visit and the US Ambassador to Saudi Arabia from 1989 to 1992, during the Gulf war. During our conversation we spoke about the US driving together China and Russia, Biden escalating tensions, US fighting Rus...
Nov 17, 2024•52 min
Interview recorded - 7th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Andy Schectman. Andy is the President of Miles Franklin Precious Metals Investments. During our conversation we discussed his current thoughts on the economy, why FED rate cuts aren't leading to lower yields, financial repression, BRICs and risk of a new axis of power, BRICS currency and more. I hope you enjoy! 0:00 - Introduction 1:40 - What is Andy current seeing in economy ...
Nov 15, 2024•49 min
Interview recorded - 9th of November, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming on Ted Seides. You have probably heard Ted before as he is the founder of Capital Allocators, a podcast I very much enjoy and the author of the recently released book “Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals”. 0:00 - Introduction 1:47 - What does great capital allocation look like? 3:00 - Influence for writing the book...
Nov 08, 2024•32 min
Interview recorded - 22nd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks. During our conversation we spoke about the current state of the economy, FED weakening, decreasing interest rates, how the FED are losing control of the bond market, people are losing their jobs and more. I hope you enjoy! 0:00 - Introduction 1:40 - Curren...
Nov 02, 2024•34 min
Interview recorded - 23rd of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back Gerald Celente. Gerald is the Founder/Director of the Trends Research Institute and Publisher of the Trends Journal with a 40-year track record of identifying, tracking and forecasting trends During our conversation we spoke about the current outlook of markets, how it is a rigged game, killing peace deals, concentration of wealth, collapse of the economy, precious metals and ...
Oct 30, 2024•42 min
Interview recorded - 18th of October, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming Michael von der Schulenberg. Michael has had a very interesting life, working for the United Nations and OSCE, including as UN assistant Secretary-General, in many of the world’s trouble spots, such as in Haiti, Afghanistan, Pakistan, Iran, Iraq, Syria, the Balkan, Somalia, Sierra Leone and the Sahel. Michael is now a member of the European Parliament. During our conversation we sp...
Oct 25, 2024•42 min
