WTFinance

On todays episode of the podcast I was happy to host   Hugh Hendry Official - Founder of Eclectica Asset Management, an award winning hedge fund manager and host of the Acid Capitalist podcast.On the podcast we talked about who is Hugh Hendry, being a contrarian investor, the current relationship between the US and China and why it has created class warfare. I hope you enjoy!0:00 - Introduction1:57 - Who is Hugh Hendry?3:00 - Why do we have a specific view of hedge fund managers?7:30 - How does contrarian investing look?10:45 - Looking past pop psychology of marketplace12:30 - IPO’s are a con13:55 - How did this impact your investment philosophy?16:15 - Open minded in investing18:55 - contrarian thinking in 200820:50 - How would you compare today to the past?23:50 - Relationhttps://www.instagram.com/hughhendryofficial/ship between US and China29:55 - Why asset prices have trended up?32:08 - Will this time be different with high inflation and high debt?34:19 - Inflation39:30 - How could treasuries recover from this point?40:50 - Class warfare48:35 - Commercial conflict vs real conflict50:40 - Concern about China?55:40 - Disengagement is an option59:11 - One message to takeaway from the podcast?Hugh Hendry is an award winning hedge fund manager, market commentator, thought leader, ST Barts Real Estate Investor & Surfer.Hugh Hendry was the founding partner and chief investment officer of the now defunct hedge fund firm, Eclectica Asset Management. The fund was created in 2003 and returned 50 per cent from the revival in the gold price. Hugh later attracted media attention when his fund achieved a 31.2 per cent positive return in 2008 during the depths of the financial crisis, earning him a reputation as a contrarian investors. He has been referred to as "the most high-profile Scot" in the hedge fund sector. Hugh Hendry - TwitterYouTubeWebsiteInstagramWTFinance -InstagramSpotifyiTunesTwitter

On todays episode of the WTFinance podcast I was happy to host  Tom Nash - Palantir evangelist, Co host of Money Talks, Lada lover and Amit hair hater.On todays podcast we talked about the history of Lada, why we should have higher interest rates, how 80% of companies will go bankrupt in the coming years and a strategy to select the future Amazon (as well as a lot of laughing...). I hope you enjoy!Tom Nash has 10+ years as an analyst for a major global investment firm, including stock market analysis, due diligence and valuations. Tom has a YouTube channel that was founded with one mission: to provide you with the tools and insight to navigate the world of finance. On his channel, you will find his stock market review series, where they take a look at the stock market with a professional analysis approach, as well as general personal finance videos. Tom is also the co-host of Money Talk, a daily showing talking about the current market news with Justin Oh of  Cents Invest &  Amit Kukreja . Tom Nash - YouTubeTwitterPatreonMoney TalksWTFinance -InstagramSpotifyiTunesTwitter

Antonio Linares, an investor with a 2000% average return, discusses finding asymmetric investment opportunities, driving GDP growth, synthetic biology, and why Spotify will win the audio war. They also explore the impact of AI and chronic illnesses, electrical management, and the importance of long-term thinking in investing.

On todays podcast I was happy to host Salman Anees Soz, Economist, Commentator and Author of the recently released book "Unshackling India: Hard Truths and Clear Choices for Economic Revival". During the podcast we talked about the role of the World Bank and IMF, an introduction into the Indian economy, how it has changed over the past 20 years and what changes need to be made to allow the country to fully unlock its potential. I hope you enjoy!Buy the book here - Amazon - https://www.amazon.co.uk/Unshackling-India-Choices-Economic-Revival/dp/9354893341/Bookstore - https://uk.bookshop.org/books/unshackling-india-hard-truths-and-clear-choices-for-economic-revival/9789354893346Salman Anees Soz is an economist, author, and commentator. He is currently Adjunct Professor at the Anwar Gargash Diplomatic Academy in Abu Dhabi (UAE). He is also a senior consultant at the World Bank, where he previously served in various capacities over a 25 year career. He has worked on a range of economic development issues in Eastern Europe and Central Asia, Middle East and North Africa, Sub Saharan Africa, and South Asia. He is a recipient of the World Bank President’s Award for Excellence. His professional interests include political economy, emerging market economics, and South Asian politics. His first book, "The Great Disappointment - How Narendra Modi Squandered a Unique Opportunity to Transform the Indian Economy" (Penguin Random House) was published in 2019. His latest book, co-authored with Ajay Chhibber, “Unshackling India: Hard Truths and Clear Choices for Economic Revival” (Harper-Collins) was listed by the Financial Times as one of the best new books in economics for 2022. The book also won the India Economic Forum Literary Award for 2022. His commentary on politics and economics appears regularly in major Indian and international publications. Salman Soz appears frequently on television to discuss politics and economics. He also speaks on politics, economics, and international affairs at universities, think tanks, and conferences. He is a member of the Indian National Congress and Deputy Chairman of the All India Professionals' Congress. Hailing from Kashmir, he is a passionate advocate of a peaceful resolution of the Kashmir issue. Salman Soz holds a Master's degree in Business Administration from Yale University (New Haven) and a Master's degree in Economics Northeastern University (Boston). He received a BA (Hons.) in Economics from St. Stephen's College (Delhi), where he was the elected President of the Students' Union Society.Salman Anees Soz - Website - https://www.salmansoz.com/Twitter - https://twitter.com/SalmanSozWTFinance - 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

On todays podcast I was happy to talk with Darin Tuttle, Owner & Chief Investment Officer of Tuttle Ventures, an investment management firm with a strategy designed to leverage fundamental equity management alongside traditional assets like stocks and bonds.On the podcast we talked about the current macroeconomic trends, reducing sensitivity to overall market, managed futures funds, what would change Darin's current perspective and building out of a recession. I hope you enjoy!With over a decade of experience in capital markets and portfolio management, Darin left Goldman Sachs to manage multi-million dollar portfolios in his early 20’s.As a millennial money manager, Darin has been featured in Forbes, Yahoo! Finance, Institutional Investor, Business Digest Magazine and Streetinsider.com for his expert insights.Principled and passionate, Darin has an uncompromising dedication to help others by managing their investments.Darin Tuttle - Twitter - https://twitter.com/Darin_T80Website - https://tuttleventures.com/Substack - https://newsletter.tuttleventures.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

On todays episode I was happy to host Doomberg,  a group of individuals who highlight the fundamentals missing from many economic and policy decisions, specifically through Twitter and Substack. They are an anonymous team represented by the green chicken you currently see on your screen (on YouTube). We talked about the current wrong decisions that have brought us to a potential energy crisis, origin point of the current trajectory, whether it is irreversible and the challenges of transitioning to 100% renewable. I hope you enjoy! The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack.This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations.Read their full bio here - https://doomberg.substack.com/aboutDoomberg - Substack - https://doomberg.substack.com/Twitter - https://twitter.com/DoombergTWTFinance 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/AnthonyFatseasDoomberg interview with Robert Bryce - https://youtu.be/pf0FNPyrRF4Question Quote - "If you speed head on into the wall of physics you are going to crash and we are going to do that. We are on an irreversible course to make all the wrong decisions and let physics teach us what the true constraints are”

On todays episode I was happy to host Amit Kukreja - Serial Entrepreneur, Founder of Audea and Palantir devotee. We talked about why Palantir is trading like a growth stock, mega trends to watch out for, Palantir's point of difference and whether Alex Karp is right for Palantir. I hope you enjoy!0:00 - Introduction0:28 - How are you holding up in these crazy times?4:20 - Drop of the big stocks6:00 - More innovators taking the initiative 10:50 - Palantir is in a good position - why is it trading like a growth stock?13:11 - Amazon 14:20 - Recession with social media15:44 - innovation during recessions17:20 - Mega trends 20:40 - Creator platforms21:40 - 70% of YouTube isn’t in English24:00 - Netflix challenge with bad content25:45 - Spotify30:10 - Current Palantir people should know about?32:40 - Insights of upcoming Palantir news34:15 - Palantir’s point of difference39:00 - Is Alex Karp right for Palantir?42:20 - Palantir - pay as you go43:25 - One last message to takeaway from the interview?Amit covers stocks and tech on his YouTube channel, as well as so much more. He is a Palantir evangelist, being the founder of Daily Palantir, a website covering the day to day news of Amit - YouTube - https://www.youtube.com/c/AmitKukrejaInvestingTwitter - https://twitter.com/amitisinvestingPatreon - https://www.patreon.com/amitkukrejaDaily Palantir - https://www.dailypalantir.com/Audea - https://audea.io/homeWTFinance 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

On this weeks episode of the WTFinance podcast I was happy to welcome back Brian Feroldi - Writer, YouTuber and Author of the recently released book "Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't".During this interview we talked about copping with the current market volatility, Dunning-Kruger effect, understanding market intricacies, what Brian would do as a beginner investing and Brian's highest conviction investments. I hope you enjoy!Buy the book here - Amazon - https://www.amazon.co.uk/Why-Does-Stock-Market-Everything-ebook/dp/B09NQQKZ9G/Brian Feroldi has been intensely interested in money, personal finance, and investing ever since he graduated from college.Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew.In 2015, Brian became a writer for the Motley Fool. He has since written more than 3,000 articles on stocks, investing, and personal finance. He has also appeared on hundreds of podcasts, videos, and live streams.In 2021, Brian launched a YouTube channel. It garnered more than 40,000 subscribers and over 1 million views in its first year.In 2022, Brian’s book Why Does The Stock Market Go Up? was published. Brian lives in New England with his wife and three kids.Brian FeroldiWebsiteYouTubeTwitterLinkedInFrameworkBookWTFinance InstagramSpotifyTikTokiTunesLinkedInTwitter

On todays episode I was happy to host  @Tay Chi Keng for a second time! Chi is a Alibaba Evangelist, China Enthusiast and YouTube Creator. We talked about what has been happening with Alibaba since we last talked, dealbreakers to be watching out for, investing in Singapore, Chi's investment in Facebook and other companies he is currently watching. I hope you enjoy!Follow more of Chi's work below - YouTube InstagramTwitterLinkedInWTFinance - WebsiteSpotifyApple PodcastLinkedInTwitter

On todays episode I was happy to host Nick Timiraos, Chief Economics Correspondent of The Wall Street Journal and author of the recently released book "Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic---and Prevented Economic Disaster", a book that was recently recommended by Warren  Buffet at his Annual Shareholders Meeting. During the interview we talked about Powell's background, the extraordinary measures they did during the COVID pandemic, Flexible Average Inflation Target (FAIT) and what impact these decisions have made on the current state of inflation. I hope you enjoy!Buy the book here - Amazon - https://www.amazon.co.uk/Trillion-Dollar-Triage-President-Pandemic-ebook/dp/B09B9JXNWZ/Nick Timiraos has been the chief economics correspondent at The Wall Street Journal since 2017, where he is responsible for covering the Federal Reserve and other major developments in U.S. economic policy.He joined the Journal in 2006 and previously covered the 2008 presidential election. He wrote about U.S. housing markets and the mortgage industry as a reporter based in New York. His coverage included the government’s response to the foreclosure crisis and the takeover of finance companies Fannie Mae and Freddie Mac. Other assignments have included the Treasury Department, fiscal policy, and the Puerto Rican debt crisis.More of Nicks Work - Website - https://www.nicktimiraos.com/Twitter - https://twitter.com/NickTimiraosLinkedIn - https://www.linkedin.com/in/nick-timiraos-96364b2/WTFinance - Website - https://www.wtfinance.online/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnhttps://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasFormer Vice Chair Clarida about the FED’s job during the pandemic -“We are in a jumbo jet at 30,000 feet in the worst storm in seventy-five years. Our instrument panel [The Treasury market] has gone dead, in both ways: We don’t believe what they’re saying, and when we push this button it doesn’t do what we think. On top of that we are running out of fuel or Treasury Money because we can’t keep doing these lending programs. Not only do we have to stabilize the plane, we’ve got to land it in a fog and gale-force winds. We’ve got to find an airport, land the plane on a dark runway, then make sure it does not skid off into the ocean”. Powell quote about Economy - Powell downplayed worries about a 1970’s style scenario of runaway price increases - globalisation and technology, said Powell, had weakened businesses’ ability to raise prices and eroded workers’ bargaining powers. “It’s just a different economy”.Powell parting quote - “Even in terrible times, try to take counsel from your hopes as well as your fears,” Powell offered, “We should never sell ourselves short.”