WTFinance

Interview recorded - 5th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital, now renamed GL Indexes.During our conversation we spoke about the current state of the economy, where we are at the liquidity cycle, buybacks to capex, geopolitical issues, government led economies and more. I hope you enjoy!0:00 - Introduction0:48 - Current outlook2:15 - Liquidity cycle4:00 - Changes to liquidity5:50 - Buybacks to capex7:51 - Geopolitical issue10:01 - China21:04 - Global business cycle24:38 - Government led economies30:40 - Outlook for markets34:28 - Continuing QT?36:30 - Debasement41:10 - One message to takeawayMichael 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://app.slice-app.io/p/traders/CmklGohFrVNpFLeFOlrF23G53Eh2Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukSubstack - https://substack.com/@capitalwarsWTFinance -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 March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor with decades of experience & the Editor and Publisher of the “Gloom, Boom & Doom Report”During our conversation we spoke about the Iran regime collapse, whether the war is to continue, Middle East safer, Trump wars, countries to perform better and precious metals. 0:00 - Introduction1:37 - Iran regime collapse?5:25 - War to continue8:48 - Middle East safer?11:10 - Shifting BRICS power?16:25 - Trump wars20:04 - What assets to protect?25:55 - Countries to perform better?29:43 - Precious metals32:06 - One message to takeaway?Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude.Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities.He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German.Dr. Faber is also a regular contributor to several leading financial publications around the world.A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998.A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach.Marc Faber -Website - https://www.gloomboomdoom.com/Twitter - https://twitter.com/gloomboomdoom?lang=enLinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hkWTFinance -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 February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Barry Eichengreen. Barry is a renowned economist and Professor of Economics and Political Science at the University of California, Berkeley, where he has taught since 1987. He is also the author of many books, including the upcoming book “Money Beyond Borders: Global Currencies from Croesus to Crypto”During our conversation we spoke about his thoughts on the economy, the K-shaped economy, geopolitical shift, move away from the US dollar, what it means for the future and more. I hope you enjoy!0:00 - Introduction1:08 - Overview of the economy2:18 - K-shaped economy3:41 - Geopolitical shift6:13 - Europe becoming a world power?9:23 - US currency12:53 - China be trusted?14:58 - Precious metals movements17:09 - Next reserve currencies?19:58 - US Dollar devaluing21:47 - Bifurcating currency world23:56 - Influence for writing the book?25:58 - Any surprises?28:00 - One message to takeaway?Barry Eichengreen is George C. Pardee & Helen N. Pardee Chair and Distinguished Professor of Economics and Political Science at the University of California, Berkeley, where he has taught since 1987. He is a Research Associate of the National Bureau of Economic Research (Cambridge, Massachusetts) and Research Fellow of the Centre for Economic Policy Research (London, England). In 1997-98 he was Senior Policy Advisor at the International Monetary Fund. He is a fellow of the American Academy of Arts and Sciences (class of 1997). Professor Eichengreen is the convener of the Bellagio Group of academics and economic officials and chair of the Academic Advisory Committee of the Peterson Institute of International Economics. He has held Guggenheim and Fulbright Fellowships and has been a fellow of the Center for Advanced Study in the Behavioral Sciences (Palo Alto) and the Institute for Advanced Study (Berlin). He is a regular monthly columnist for Project Syndicate. His books include The Populist Temptation: Economic Grievance and Political Reaction in the Modern Era (2018), How Global Currencies Work: Past, Present, and Future, with Livia Chitu and Arnaud Mehl, (2017), The Korean Economy: From a Miraculous Past to a Sustainable Future (Harvard East Asian Monographs) with Wonhyuk Lim, Yung Chul Park and Dwight H. Perkins, (2015), Renminbi Internationalization: Achievements, Prospects, and Challenges, co-edited with Masahiro Kawai, (2015), Hall of Mirrors: The Great Depression, The Great Recession, and the Uses-and Misuses-of History, (2015). He was awarded the Economic History Association's Jonathan R.T. Hughes Prize for Excellence in Teaching in 2002 and the University of California at Berkeley Social Science Division's Distinguished Teaching Award in 2004. He is also the recipient of a doctor honoris causa from the American University in Paris.Barry Eichengreen - Website - https://eml.berkeley.edu/~eichengr/X - https://x.com/B_EichengreenBook - https://press.princeton.edu/books/hardcover/9780691280530/money-beyond-borders?_glWTFinance - 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 - 18th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt. Francis is a Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method.During our conversation we spoke about his overview of the economy and markets, the debt & fiat currency collapse, precious metals reversal, the US being the worse indebted country, silver and more. I hope you enjoy!0:00 - Introduction1:17 - Overview in economy and markets19:33 - Precious metals reversal30:45 - US worse indebted country37:03 - Silver41:45 - One message to takeaway?Francis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper.Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others.Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset.In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment.Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/Twitter - https://twitter.com/themarketsniperWTFinance - 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 February, 2026Substack - https://rubino.substack.com/On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. 0:00 - Introduction1:18 - Overview of economy3:23 - Tech bubble?8:51 - Precious metals major driver?11:31 - Preventing deficits?16:37 - Potential collapse?18:14 - Gold & Silver trend22:57 - Silver volume29:44 - One message to takeaway?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 - 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 - 12th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has experience in the wealth management industry & has a unique insight into central banks.During our conversation we spoke about the current economic outlook, bond market issues, precious metals boom, DOGE, physical precious metals and more. I hope you enjoy!0:00 - Introduction2:14 - Current economic outlook5:13 - Bond market issues7:40 - Precious metals boom16:35 - DOGE18:45 - Weak US employment24:03 - Employment disconnect26:12 - Universal income27:47 - Major precious metals top?34:10 - Precious metals ranging35:45 - Physical precious metals40:40 - One message to takeaway?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 - YouTube - @clivethompson-jc9my 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

Interview recorded - 6th of February, 2026On this episode of the WTFinance podcast I have the please of welcoming back Dr Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research.During our conversation we spoke about his overview of 2025, the recent geopolitical tensions globally, Trump negotiating tactics, the Trump Peace Board, changes for a better world and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of the year?5:04 - Venezuela, Iran & BRICS challenge13:37 - Trump negotiating tactics22:31 - Trump Peace Board28:46 - Changes for a better world41:33 - One message to takeaway?Dr Jan Oberg is an internationally experienced and genuinely independent peace and future researcher and an art photographer – a columnist, commentator and mediator doing diagnosis, prognosis and proposing solutions.Dr Jan Oberg - Substack - https://thetransnational.substack.com/Transnational: https://transnational.live/Website: https://janoberg.me/X: https://x.com/janoberg?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgWTFinance -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 - 4th of February, 2026On this episode I have the pleasure of welcoming back Professor Richard Wolff. Professor Wolff 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 economic outlook, the Chinese having the reserve currency, conflict between allies, Europe resting on its laurels, the impact of AI and more. I hope you enjoy!0:00 - Introduction0:59 - Current outlook in the economy10:22 - Yuan reserve currency?12:48 - Conflict between allies19:21 - Europe resting on their laurels26:29 - How is this resolved?32:57 - AI impact?40:05 - One message to takeaway?Richard D. Wolff is Professor of Economics Emeritus, University of Massachusetts, Amherst where he taught economics from 1973 to 2008. He is currently a Visiting Professor in the Graduate Program in International Affairs of the New School University, New York City.Earlier he taught economics at Yale University (1967-1969) and at the City College of the City University of New York (1969-1973). In 1994, he was a Visiting Professor of Economics at the University of Paris (France), I (Sorbonne). Wolff was also regular lecturer at the Brecht Forum in New York City.Prof Wolff is the co-founder of Democracy at Work and host of their nationally syndicated show Economic Update. Professor Richard Wolff:Democracy at work: https://www.democracyatwork.info/Website: https://www.rdwolff.com/X: https://x.com/profwolffYouTube: @RichardDWolff 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 - 2nd of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During the conversation we spoke about his thoughts on the markets and geopolitics, gold and silver crash, geopolitical situation, the potential new reserve currency and more. I hope you enjoy!0:00 - Introduction1:08 - Overview14:52 - Gold and silver crash17:32 - Whole market issues?20:44 - Geopolitical situation27:36 - Yuan new reserve currency?32:48 - One message to takeawaySimon 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 - 30th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is the Head Macro Economist at Swissblock.During our conversation we spoke about his review of 2025, outlook for 2026, the upcoming recession, precious metals, shift to risk on and potential crash. I hope you enjoy!0:00 - Introduction1:20 - Review of 20254:27 - 2026 a continuation of 20259:38 - K shape economy13:26 - US Dollar and Energy16:42 - New Fed chair19:10 - Precious metals23:52 - Risk on25:57 - Crash27:39 - One message to takeaway?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 - 21st of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Gurevich. Alex is the founder and Chief Investment Office of HonTe Investments and author of The Next Perfect Trade, which will be updated and the update 27th Jan. Book - https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1544550006/During our conversation we spoke about Alex's thoughts on the economy, precious metals play, recession risk, interest rates, dollar, the next perfect trade and more. I hope you enjoy!0:00 - Introduction0:25 - Overview of the economy2:38 - Precious metals6:37 - Interest rates9:41 - Recession14:06 - Geopolitical impact17:12 - Other trends19:11 - Liquidity21:00 - Chinese deflation22:40 - Western economic shift23:40 - Interest rate sensitivity25:24 - Dollar28:00 - The Next Best Trade30:30 - Reviewing trading strategy31:48 - One message to takeaway?Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade which articulate his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.Alex Gurevich - Twitter - https://twitter.com/agurevich23LinkedIn - https://www.linkedin.com/in/alex-gurevich-23a358105Website - https://honteinv.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 - 19th of January, 2026On 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 Jim's overview for 2025, inflationary fear, demand decreasing, liquidity issues, impact on the markets and more. I hope you enjoy!0:00 - Introduction1:22 - Overview of 20254:51 - Inflation fear6:36 - Disinflationary trends14:06 - Return to 2010’s?16:16 - Demand decrease19:22 - Yield curve control22:56 - Liquidity25:06 - Monetary responsible32:29 - Impact on the markets?34:42 - Precious metals37:54 - AI infrastructure 45:57 - One message to takeaway?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 - 19th of January, 2026On 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 her overview for 2025, the growing deficit, what this means for inflation, immigration impact, demographics, the end of institutions, currency collapse and more. I hope you enjoy!0:00 - Introduction0:55 - Overview of 20252:43 - End of bull market?5:35 - FED challenge8:16 - Next FED chair11:38 - Running it hot14:43 - Grow out of deficit17:21 - Higher inflation21:23 - Negative on the future?23:13 - Immigration impact27:36 - Demographics29:53 - Trump & Greenland33:53 - Complex issues37:11 - Milei & other institution breakers39:58 - Losers41:40 - One message to takeawayLyn 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 her 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 - 12th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is a renowned economist, 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 who has authored many books.0:00 - Introduction1:22 - FED BoJ scenario9:35 - Inflation rising11:14 - 2025 in review14:13 - Equities in 202616:59 - Bonds & the dollar19:31 - Problems with inflation20:24 - Venezuela24:14 - Any other trends for 2026?26:15 - One message to take away?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He 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 in Baltimore. He is also a Senior Adviser at the Renmin University of China’s International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world’s third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -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 - 8th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Jeff Park. Jeffs serves as Chief Investment Officer at ProCap Financial.During our conversation we spoke about the current outlook of the markets, shifting monetary policy, impacting markets, end to markets cyclicality and more. I hope you enjoy!0:00 - Introduction1:01 - Current outlook of the markets2:35 - Shifting monetary policy12:01 - Impacting markets?16:32 - End to markets cyclicality?21:09 - Ideological investing24:11 - Any assets to outperform?29:47 - One message to takeawayJeffrey (Jeff) Park is a portfolio manager and Bitcoin-focused investor known for bridging traditional credit and hedge fund strategies with the emerging digital asset class. He serves as Chief Investment Officer at ProCap BTC, where he leads investment research and portfolio construction dedicated to Bitcoin and adjacent infrastructure. Previously, he was Head of Alpha Strategies & Portfolio Manager at Bitwise Asset Management, and earlier held roles at Corbin Capital Partners, the Harvard Management Company, and Morgan Stanley.Across traditional and crypto markets, Park has managed mandates spanning opportunistic credit, multi-strategy hedge fund solutions, and digital asset investments. His recent work concentrates on institutional-grade approaches to Bitcoin exposure—combining macro, market microstructure, and risk management with an emphasis on liquidity, custody, and operational controls.Jeff Park - X - https://x.com/dgt10011Substack - https://t.co/nPu4vrn9M8WTFinance -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 - 6th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation we spoke about Michael's market overview, whether silver can continue to go higher, miners, the debasement trade, undervalued assets and more. I hope you enjoy!0:00 - Introduction1:37 - Overview of markets11:28 - Can silver get bigger?16:33 - Miners21:18 - Equities outlook27:08 - Debasement trade28:23 - Undervalued assets?33:51 - AI bubble38:53 - One message to takeawayJ. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX.In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology.In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism.Michael Oliver - Website - https://www.olivermsa.com/Twitter - https://twitter.com/Oliver_MSAWTFinance -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

On this episode of the WTFinance podcast I had the pleasure of welcoming on Justin Huhn. Justin is the founder and publisher of Uranium Insider. During our conversation we spoke about the uranium market, fundamental risks, economics of nuclear and uranium mines, small modular reactors and more. I hope you enjoy!0:00 - Introduction 0:15 - Uranium market overview7:15 - Fundamental risks9:10 - Russia large exposure11:30 - Economics of Uranium mines21:23 - Fuel cost vs fossil fuels22:38 - Uranium miners outperformance28:55 - Modelling future demand35:45 - Small Modular Reactors37:14 - Uranium portfolios42:11 - One message to takeaway?Justin Huhn is a publisher and the founder of Uranium Insider Pro – the leading authority in Uranium market news and analysis of uranium sector equities. As a professional investor with a deep technical knowledge, he launched his newsletter ‘Uranium Insider Pro’ in August 2019 to help others identify the best publicly traded companies in the space and clearly define the new market opportunities within the energy sector. As a recognized authority in the space, Justin’s commentary is frequently sought out by media outlets. He has previously been featured on Crux Investor, Smith Weekly, KITCO, Palisades Radio, Mining Stock Education, and Mining Stock Daily Justin is passionate about enlightening investors about the present opportunities and value offered by exposure to uranium/uranium equities within the energy sector and seeks to inform investors about those situations that offer the best risk:reward profile.Justin Huhn - Website - https://www.uraniuminsider.com/X - https://x.com/uraniuminsiderLinkedIn - https://www.linkedin.com/in/justin-huhn-2b737b16/YouTube -  @UraniumInsider 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/AnthonyFatseasThumbnail image from - https://discoveryalert.com.au/investments-uranium-resources-nuclear-growth/

Interview recorded - 17th of December, 2025On 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 his review of 2025, inflation, liquidity issues, what to look for in 2026, changing monetary trajectory, Chinese strategy and more. I hope you enjoy!0:00 - Introduction1:26 - Review of 20253:40 - Inflation5:49 - Liquidity issues13:26 - JP Morgan buying bonds15:26 - Global issues21:12 - 2026 trends21:42 - Changing monetary trajectory24:06 - Chinese strategy28:54 - One message to takeaway?Alasdair Macleod is 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://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 - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison’s CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh’s leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor’s Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/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 December, 2025On 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 the review of 2025, employment rolling over, FED challenges, multiple expansion potential, portfolio positioning and more. I hope you enjoy!0:00 - Introduction0:56 - Review of 20256:30 - Employment rolling over14:18 - FED challenges21:05 - Outlook for 2026?29:12 - Multiple expansions37:40 - Portfolio positioning46:05 - One message to takeaway?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/EconguyRosieArticle - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzcLinkedIn - 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