WTFinance

Anthony Fatseas
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Jun 15, 2022 • 1h 5min

Is Palantir the Next Amazon? with Tom Nash

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
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Jun 10, 2022 • 59min

Identifying Asymmetrical Investment Opportunities with Antonio Linares

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.
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Jun 8, 2022 • 42min

Unshackling India's Economic Potential with Salman Anees Soz

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
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Jun 3, 2022 • 47min

Macroeconomic Themes Shaping Markets with Darin Tuttle

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
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Jun 1, 2022 • 41min

Are we Approaching an Irreversible Energy Crisis? with Doomberg

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”
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May 25, 2022 • 46min

What does the Future Hold for Palantir? Amit Kukreja

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
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May 13, 2022 • 33min

Everything You Should Have Been Taught About Investing with Brian Feroldi

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
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May 11, 2022 • 39min

Alibaba Deal Breakers, Investing in Meta & Singapore with Tay Chi Keng ​

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
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May 6, 2022 • 46min

How the FED Prevented an Economic Crisis (for now?) with Nick Timiraos

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.”
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May 4, 2022 • 41min

Challenging Investment Norms with Izabella Kaminska

On todays episode I was happy to host Izebella Kaminska, Founder and Editor of  @The Blind Spot , a new media venture that aims to shine a light on stories being missed by the wider journalistic pack, to talk about On the podcast we talked about Izabella's background in journalism, the importance of challenging investment norms and what stories Izabella believes should be talked about more. I hope you enjoy!0:00 - Introductions0:20 - Izabella background2:40 - Positives of independence4:45 - What are peoples motives?8:15 - extremes coming to the forefront11:20 - Specific article that were not being covered?19:35 - Questioning investing and FED rhetoric28:05 - Finance news pieces that should be covered more by mainstream media? 34:15 -  Nuclear39:10 - Message to take away from the interview?Izabella is an alumni of the Financial Times, where she spent 13 years in reporting roles, most recently as the editor of FT Alphaville, the Financial Times’ award-winning markets and finance blog. Izabella was also an FT columnist and opinion writer focused on tech, finance and markets. Izabella started her journalistic career in 2001 as a junior reporter for the English-language newspaper the Warsaw Business Journal. She later spent time in the former Soviet Republic at the Caspian Business News, which took her to Azerbaijan and Georgia. In 2003 she reported as a freelancer from Kabul, Afghanistan, before joining BP as an Associate Editor of the company’s internal magazine Horizon in 2004.After completing the 2005 Reuters graduate trainee programme, Izabella joined Platts to focus on the reporting of European natural gas markets. She then went on to become a senior producer at CNBC in London, producing the channel’s flag-ship programme Squawk Box. With the The Blind Spot Izabella is initiating a two-part plan to try and help reconfigure how journalistic information is organised on the internet. The Blind Spot - WebsiteYouTubeTwitterDiscordIzabella Kaminska - TwitterLinkedInWTFinance - WebsiteSpotifyiTunesLinkedInTwitter

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