WTFinance

Interview recorded - 17th of April, 2024On 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, financial repression, precious metals and more. I hope you enjoy!0:00 - Introduction2:16 - Should we be worried about further banking crisis?11:21 - Light at end of the tunnel darkening?13:20 - Maybe long end of yield curve to increase further15:01 - Stickier than expected inflation?16:31 - Banks under more pressure?28:33 - FED and other central banks moving to financial repression?33:36 - Is this why we’ve seen an increase in precious metals?43:33 - One message to takeaway from our conversation?Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Original Interview - 16th of April, 2024On 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!Buy the book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/05937274950:00 - Introduction1:26 - Influence for writing the book?3:06 - Current views of macroeconomics?5:06 - Global inflation8:03 - Things going back to 60’s/70’s?12:01 - What influenced the 40 year bubble?13:11 - Austerity in the US during the 2010’s15:31 - Why haven’t we experienced a crash?20:03 - Commodity bull market to push economy into recession?21:43 - Secular shift?23:24 - Examples of financial repression?25:19 - Debasing the US Dollar?27:14 - Sanctions28:04 - Commodity countries to benefit?31:24 - More power to OPEC+?33:07 - US has never produced more energy34:24 - China growth is coming back36:24 - Most surprising aspect of researching for the book39:54 - One message to takeaway from our conversation?New York Times bestselling author. Our latest -- "When Markets Speak" -- on sale date from our publisher Penguin Random House is March 26th. Our first book - “A Colossal Failure of Common Sense” is ranked by the CFA Institute in the "Top 20" Books All-Time in Finance. Now one of the bestselling business books in the world, it's translated into 12 languages with over 750,000 copies sold. Right behind PIMCO, Lawrence McDonald is the #2 influencer in the world in Fixed Income by http://www.rightrelevance.com/ - Join our nearly 120k followers on Twitter @convertbond .Managing Director, former U.S. Macro strategy head at Societe Generale. As one of the leading risk managers and market strategists today, Larry is a frequent contributor to Bloomberg, CNBC, MSNBC, and Fox Business. Notably, Larry was a special advisor to the Financial Crisis Inquiry Commission and appeared in the Academy Award-winning documentary, “Inside Job."Larry has delivered over 160 keynote speeches in 20 countries. He details the complexities of Lehman, why it was allowed to fail, and the aftershocks that have rocked the global economy, and continue today. From 2004- 2008, Larry was head of the Distressed Debt & Convertible Securities Trading group at Lehman. He ran an extremely successful joint venture between the firm’s fixed income and equity division. Larry was considered one of the firm's most profitable traders. Featured is his global bestseller, during the 2007-2008 period, he led his team in bets against the subprime mortgage crisis, netting over $100m in profits for the doomed firm.Larry McDonald:Website - https://www.thebeartrapsreport.com/LinkedIn - https://www.linkedin.com/in/convertbond/Book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 1st of April, 2024On 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 - Introduction1:31 - Overview of economy and markets3:41 - Why will we have a recession?6:14 - Bullish sentiment9:36 - Titanic signal?10:41 - What would you compare current market to?13:52 - What is driving market inflows?15:30 - Society is becoming more speculative20:03 - Pressure on Asset Managers23:27 - Everything bubble?28:59 - Economic data to watch?31:38 - Nvidia the stock to watch?33:27 - Semiconductor arms race35:13 - How is Jesse looking to position?38:36 - Recession impact commodities?40:31 - Production glut in Natural Gas?43:45 - One message to takeaway from our conversation?Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.Jesse Felder - Felder Report - https://thefelderreport.com/Twitter - https://twitter.com/jessefelderWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 3rd of April, 2024On 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 - Introduction1:39 - Overview of markets3:38 - What influenced stop of bond yield blowout?6:57 - Financial repression to save system?8:22 - Onshoring to benefit US?9:42 - Why has system not collapsed yet?11:20 - No strong economy challenging the US?14:57 - What is behind the rise in gold?19:12 - Shift in what credit buys you?22:00 - Speculators benefit from currency depreciation23:15 - Real assets to benefit?28:13 - Other commodities to benefit?30:45 - China indebted?35:59 - One message to takeaway from our conversation?Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist.Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.Alasdair Macleod - Substack - https://www.goldmoney.com/researchGoldMoney - https://alasdairmacleod.substack.com/Twitter - https://twitter.com/MacleodFinanceLinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded -1st of April, 2024On 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 - Introduction1:45 - What is currently happening in the economy?5:57 - Debt owned by bottom 50%13:25 - Speculators the only ones making the money?18:22 - No alternative to the US Dollar28:22 - Strong US Dollar moving forward in short-term?33:23 - Potential for Financial Repression?37:33 - Is there away out of the current crisis?40:19 - How do you get rid of the wealth divide?45:00 - Last question to takeaway from podcast?Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ.The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). Along with Egon von Greyerz, Matthew is the co-author of Gold Matters, which offers an extensive examination of gold as an historically-confirmed wealth-preservation asset.Matthew Piepenburg - LinkedIn - https://linkedin.com/in/matthewpiepenburgWebsite - https://vongreyerz.gold/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 26th of March, 2024On 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 - Introduction1:30 - What is Michael’s outlook on liquidity?4:25 - What is the difference between taxes this year?8:55 - Global central bank outlook13:35 - Tax income lower than expected?20:00 - Why is Japanese Yen still weak?24:51 - Global Liquidity Slides - why is interest rate not important?34:28 - Positive outlook for markets?36:16 - Chinese liquidity scenario43:08 - Does China have to devalue?46:03 - Deficit challenges globally47:23 - Assets to perform in current liquidity situation49:48 - One message to takeaway from our conversation?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://crossbordercapital.com/Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 19th of March, 2024On 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 - Introduction1:12 - Outlook on commodity markets?4:08 - Will India and other markets grow as fast as China?6:29 - Which commodities benefit?9:35 - LNG glut coming online in coming years?12:16 - More energy required13:26 - Nuclear to be the best performing clean energy investment?17:23 - What impact does demand have on Uranium?19:55 - Is nuclear the future of energy?21:10 - What is happening in precious metals?24:20 - Evidence of central banks buying gold?26:17 - When will gold price go up?28:42 - Why have Gold Miners not appreciated?32:43 - How is Rick’s positioned?34:15 - One message to takeaway from our conversation?Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions.Rick Rule - Twitter - https://twitter.com/RealRickRuleLinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/Website - https://ruleinvestmentmedia.com/Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinanceWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 19th of March, 2024On 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 - Introduction2:14 - Why have we not seen a recession yet?4:32 - Are we in a new economy since COVID?12:12 - Will recession impact markets?17:55 - Are higher interest rates stimulatory?25:22 - Recession is not about if, but about when27:32 - Atlanta FED GDP predictions quite accurate32:02 - What should the FED be doing?33:52 - FED cutting bullish scenario?35:37 - Unwinding of private credit markets?41:22 - Which assets to perform?48:07 - One message to takeaway from our conversation?David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.David Rosenberg - Website - https://www.rosenbergresearch.com/Twitter - https://twitter.com/EconguyRosieLinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 12th of March, 2024On 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 himself. I hope you enjoy!0:00 - Introduction1:47 - Economy and markets in next 6/12 months4:00 - What would it take for Powell to cut?6:38 - What impact does liquidity have on the FED’s actions?9:20 - How does election provide Powell with less options?12:55 - What are the main drivers of US economic strength?18:38 - Economy is strong, but average person is struggling. Why?21:30 - Boomers continuing to spend25:05 - What trends will be driving continue economic strength?28:30 - Onshoring in the US30:13 - What impact would no change in interest rates have on stock market?35:55 - Powell hedging his bets?37:05 - What happens if Powell cuts?39:40 - Could 3% inflation and 5% interest rates be ok?42:08 - Fixed vs variable mortgages43:25 - How will you position yourself?47:00 - One message to takeaway from our conversation?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 27th of February, 2024Why 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 - Introduction1:48 - What is Chris currently seeing in the markets?7:29 - Double top in the near future?9:51 - What would make Chris bearish?13:18 - Bearish shift?14:44 - Nvidia & Meta?19:43 - What would it take for Chris to turn short?21:58 - Risk of 50% drawdowns on S&P?23:58 - US Dollar26:33 - Uranium28:08 - Catalyst for switching back to stock market after bottom?30:13 - Chris’ technical analysis approach34:08 - One message to takeaway from our conversation?Chris Vermeulen is a visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“Chris’s journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s.His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets.Chris’s innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital.Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry.Chris Vermeulen - Website - https://thetechnicaltraders.com/Twitter - https://twitter.com/TheTechTradersYouTube -   @TheTechnicalTraders  WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Original Interview - 20th of February, 2024On 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 - Introduction0:47 - What is Ted seeing in the markets?1:48 - Negative news currently coming out?2:33 - Did the FED make a mistake in October?3:54 - What do market tops look like?5:34 - Hard to imagine more fiscal support6:17 - How should FED act?7:22 - Where does Ted see markets in 3-6 months?9:27 - Was 2022 a bear market?12:44 - Was the last year a bull market?12:54 - Main street struggling while Wall Street thriving14:27 - How has consumer kept head above the water?16:27 - Largest drivers continuing to grow, is this time different?19:07 - What would Ted see to change perspective on bull market?21:25 - What would Ted own?22:34 - Concern of oil saturation?24:03 - Where will economy be in 2025?26:01 - Does Ted take into account the election?28:27 - One message to take away from our conversation?Ted Oakley is Managing Partner and Founder of Oxbow Advisors.  With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective.  He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).  He is a member of the Austin Society of Financial Analysts.  He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas.  Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube -  @OxbowAdvisors  WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 12th of February, 2024On 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 the macro environment, the push and pull of fiscal & monetary policies, why stocks are at all-time highs, whether we could be moving into a crack-up boom scenario and more!0:00 - Introduction1:20 - What is Lyn seeing in Macro?4:55 - Push and Pull of Fiscal & Monetary policy8:00 - What prevented liquidity crunch last year?10:35 - What others tools do they have for liquidity?12:26 - Future liquidity scenarios?15:40 - Reducing interest rates while continuing QT?17:16 - Why is the stock market at all time highs?19:09 - What assets to perform?21:45 - Crack up boom?22:48 - Can US continue deficits?25:05 - Could the US move to austerity?28:10 - Deflation vs higher inflation29:50 - Why is our financial system failing us?33:50 - CBDC a risk?37:10 - What impact does higher energy costs have on blockchains?39:29 - Outlook for Crypto & Bitcoin in 2024?42:40 - One message to takeaway from our conversation?Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 5th of February, 2024On 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 FED in 2024. I hope you enjoy!0:00 - Introduction1:30 - What is Danielle thoughts about the economy?3:55 - Already in a recession?4:45 - Where will interest rates go?6:00 - Is Powell making a mistake?7:00 - US going the way of China?8:40 - A job hasn’t been created until February 2023?12:20 - Will Powell make bigger cuts?14:10 - Is Powell looking at leading indicators?14:52 - Any unique data points?15:50 - Commercial Real Estate - a catalyst for another credit event?18:40 - What would Danielle do as Chairperson of the FED?20:43 - Cut interest rates while continuing QT?22:22 - Which assets could perform during 2024?25:00 - One message to takeaway from conversation?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015.  She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube -  @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 29th of January, 2024On 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 - Introduction1:45 - 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 the US?15:25 - Debt driven growth in China?18:10 - BRICs vs the world?21:50 - What impact will conflict have on the economy?23:15 - What assets will perform during this period?24:50 - One message to takeaway from our conversation?Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia.In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe.He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level.He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia.The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected.Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook.Simon established this company in January 1996.Simon Hunt -Website - https://www.simon-hunt.com/Email - simon@shss.comWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 19th of January, 2023Substack - 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 obligations can be repaid. I hope you enjoy!0:00 - Introduction1:11 - What is John seeing in economy & markets in 2024?6:12 - Is bad news good news for the markets?9:34 - Deja vu, similar to end of 2022?12:32 - Unwinding of 40yrs of Exuberance? 15:24 - Mass Bankruptcies19:37 - What drove inflation the past few years?22:39 - Has the FED pivoted?26:24 - Trump hostile to FED28:59 - Large deficits for foreseeable future31:14 - Can the obligations been paid for?38:59 - One message to takeaway from our conversation?John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022.John's newsletter provides actionable advice, based on a couple of premises:- The financial world is spinning out of control and will get considerably worse before it gets better.- There are things we can do to improve our odds of surviving and thriving as the chaos unfolds.John Rubino - Substack - https://rubino.substack.com/LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 17th of January, 2023On 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 - Introduction1:44 - What trends is Gerald watching out for in 2024?4:28 - “When all else fails, they will take you to war”8:35 - Middle East Meltdown11:46 - Weakness creates conflict, not strength15:21 - What impact will the largest election year in history have?18:01 - Will Biden run for president?19:46 - Synthetic Devolution27:41 - Which assets to perform during this period?36:06 - One message to takeaway from our conversation?Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms.Gerald Celente - Journal - https://trendsjournal.com/YouTube -  @gcelente  Twitter - https://twitter.com/geraldcelenteWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 10th of January 2024On 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 - Introduction0:56 - What Will Happen in 2024?2:13 - Biggest rally in history9:03 - Broad market rally?9:28 - Inflation impact on markets?10:48 - Institutional Investors to drive market14:13 - S&P500 breaking all-time highs?15:48 - Stocks Up, Dollar Down & Energy Down?18:38 - Which industries in cyclicals to perform?22:08 - Catalyst for the peak then crash?31:13 - Would Powell increase interest rates?32:48 - Underlying economic issues35:48 - Japan precursor for globe38:18 - How do equities perform during high inflation?41:08 - Will FED be unable to save market?46:28 - One message to takeaway from our podcast?Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 5th of January, 2024On 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 hope you enjoy!0:00 - Introduction3:28 - Henrik's Outlook for 2024?5:13 - The Business Cycle8:50 - Disconnect between Economic Indicators?12:48 - Henrik’s 2024 Timeline15:11 - Supply Chain Shock?18:43 - US Fiscal Capacity?22:58 - Risk-On Assets25:28 - What would influence Henrik to shift from bullish to bearish?26:43 - Repeat of 200831:03 - Back to easy money after recession?32:18 - Positions after top?35:53 - One message to takeaway from conversation?Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website.Henrik Zeberg - Newsletter - https://www.thezebergreport.com/Twitter - https://twitter.com/HenrikZebergWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded -  19th of December, 2023This 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 - Introduction0:45 - Current thoughts on markets3:05 - Preventing Trump returning to power?6:20 - FED providing maximum optionality?9:20 - Consensus skewed to bullish side11:10 - Do we understand the impact QT has on markets?14:05 - Long End of Bond Market to help FED?15:15 - New bull market or bear rally? 19:20 - Opportunities in small caps?24:47 - Case for Strong US Economy?27:00 - What attracted David to Emerging Markets Debt?29:20 - What else is David watching?33:05 -  Industries that are out of love36:37 - One message to takeaway from our conversation?David Hay acquired the majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macro-economic research.  David has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter’s elite Chairman’s Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement.  In 2022, David released his highly anticipated book, Bubble 3.0:  Who blew it and how to protect yourself when it blows apart. The book explores why he believes the financial markets are headed toward a third iteration of past market rotations. Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder”.  David currently spends the winter months in Indian Wells, Ca., with his wife, Mindy, and two dogs, Nova and Roscoe.  In early June, they will be moving into their new home in Liberty Lake, Wash.David Hay Interviews - Haymaker as Host interview: https://www.youtube.com/watch?v=EnDy6SGoG00MicroNuclear explanatory video: https://www.youtube.com/watch?v=Fb2Op0mWlUwDavid Hay - Twitter - https://twitter.com/Haymaker_0Website - https://evergreengavekal.com/Substack - https://haymaker.substack.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Interview recorded - 15th of December, 2023On 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 - Introduction0:23 - Grants opinion on Macro?2:32 - FED Hedging bets?4:35 - Strong conviction until you don’t5:42 - Investors shaped by good times 7:50 - FED reaction time has reduced8:40 - risk they could lose more credibility?12:20 - Became well know after going off Gold Standard14:55 - Inflation16:50 - Similarities to Greenspan cutting in 1990’s?19:20 - What is Grant seeing with Gold?23:19 - Investors diversifying with gold?24:30 - risk of consensus?26:55 - How does Grant look at risk?31:04 - All assets are going up32:10 - Trump vs Biden in 2024?36:26 - More controversary & polarisation around the world38:25 - Inflation amplifying issues since 2008 41:50 - Social unrest in the 70’s?42:30 - How will wealth be diverted?45:50 - Taxing unrealised gains48:41 - One message to takeaway from our conversation?Grant Williams, much to his dismay, has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about.He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years. Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands.Currently, he is a senior advisor to Matterhorn Asset Management AG https://goldswitzerland.com/ in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management https://www.vulpesinvest.com/ in Singapore.Back in 2014, Grant’s ambition to bring the most intelligent, engaging, and original people in finance to a wider audience led him to co-found Real Vision https://www.realvision.com/, an on-demand internet-based financial media platform.Grant’s twin Real Vision interview series, 'In Conversation With…' and 'On The Road' raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success.Long before Real Vision, however, Grant was guiding people around the fringes of finance with his regular newsletter, Things That Make You Go Hmmm… https://www.grant-williams.com/ttmygh_newsletters/, a publication which, from humble beginnings as a daily note to a few friends and colleagues, has grown into one of the most widely-read financial publications in the world.Grant Williams - Website - https://www.grant-williams.com/Twitter - https://twitter.com/ttmyghWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas