WTFinance

Interview recorded - 14th of March, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following. During our conversation we spoke about the geopolitical overview, why the world order is shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy!0:00 - Introduction1:39 - Geopolitical overview3:47 - Why is world order shift being ignored?5:44 - When did shift begin?9:17 - US different to the rest of the West13:26 - Corporate colonialism17:07 - Restructuring of the economy18:47 - Can the West rise again?24:07 - Uniparty 27:57 - How does this impact markets?34:42 - One message to takeaway from conversation?Alex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics.From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela’s 16 largest banks failed and brought the country’s economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia’s war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000. Alex had originated the firm’s research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson’s Altana Wealth to manage the firm’s inflation hedging strategy. In 2019 Alex created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance. In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk’s list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer’s Trend Following Bible.”Alex Krainer - X - https://x.com/NakedHedgieI-System - https://isystem-tf.com/Substack - https://alexkrainer.substack.com/Trend Compass - https://isystem-tf.com/trendcompass/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 - 11th of March, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Edward Dowd. Edward is the Founder of Phinance Technologies and author of Cause Unknown.During our conversation we spoke on his current views on the markets, why the economy is struggling, Mainstreet vs Wallstreet, Biden immigration policy, shift from capital to labour, economic reset, which assets to perform and more. I hope you enjoy!Economic Outlook -https://phinancetechnologies.com/Product_USEconomyOutlook2025.htm0:00 - Introduction1:34 - Current view of markets?5:55 - Why was economy struggling?8:56 - Biden immigration policy11:14 - Mainstreet vs Wallstreet13:42 - Government spending, regulation, spending16:02 - Shift from capital to labour?18:00 - Global Economy22:00 - Force Powell to cut rates?23:12 - Secular shift?25:20 - System leverage27:22 - Which assets to perform?30:07 - One message to takeaway?Edward Dowd is currently a founding partner with Phinance Technologies. He has worked on Wall Street the majority of his career, most notably at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. Edward's book Cause Unknown: The Epidemic of Sudden death in 2021 & 2022 propelled him as an alternative voice during the pandemic and the economic implications that continue to plague us today. Phinance's unique alternative macroeconomic analysis of the global debt crisis and what may unfold has given many a deeper understanding of the global nature of our problems today.Edward Dowd:Website - https://phinancetechnologies.com/Home.aspX - https://x.com/DowdEdwardWTFinance -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 - 27th of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back  @GregoryMannarino . Greg is known as the "The Robin Hood Of Wall Street".During our conversation we spoke about 0:00 - Introduction1:09  - Current overview?2:50 - People are struggling10:51 - Imbalance from savers to creditors17:17 - The system delays change19:47 - The never ending refinancing bubble26:02 - Opportunities during crisis?31:52 - One message to takeaway?Also known as "The Robin Hood Of Wall Street," Gregory Mannarino is an active/full time trader of the capital markets with a world-wide following.Born on July 22, 1965, he became interested in "Wall Street," like many others at the time, in 1987 after seeing the movie Wall Street with Michael Douglas. Around that time he was able to get an entry level position, then subsequently to the trading floor,  at the now defunct bank Bear Stearns, but within a relatively short time realized that working on Wall Street was not like the movies and moved on. He went on to get a medical degree and practiced medicine as a Physician Assistant beginning in 1996, now retired from practice. He also served in the United States Naval Reserve Medical Service Corps, having attained the rank of Lieutenant. He has even published a book on casino Blackjack strategies years later, and was banned from playing the game in Las Vegas casinos.Gregory Mannarino -YouTube -   @GregoryMannarino  Website - https://traderschoice.net/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 - 20th of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Larry Lepard. Larry is the Managing Partner of Equity Management associates, has been a professional investment manager for over 40 years, is a vocal advocate for sound money and the author of the recently released book “The Big Print: What Happened To America And How Sound Money Will Fix It”.0:00 - Introduction1:12 - What happened in America?2:30 - Financialization of the country6:28 - How long can the system survive?11:05 - The interest is the problem14:25 - Losing control of the bond market?18:04 - Gold?23:47 - Why Bitcoin?25:48 - Sovereigns buying Bitcoin?27:20 - Constant growth of money supply for economy to grow?30:03 - DOGE to reset system?32:00 - Concentration of wealth?34:15 - Positive outcome36:25 - One message to takeaway?Lawrence Lepard is a professional investment manager who has been a long time advocate for a return to sound money. He manages funds which focus on companies involved with gold and silver mining and Bitcoin. He is an active contributor to the "sound money" discussion on X, using the handle: @LawrenceLepard, and he recently published his first book: THE BIG PRINT: What Happened to America and How Sound Money Will Fix It.The book is a discussion of how America's monetary system has gone astray and caused enormous pain for millions through inflation. The history of this process is laid out in the first part of the book: The Problem. The second half of the book is titled The Solution and explains what we must do to restore the American Dream. It offers investment insights that are relevant to all individuals and families and shows people how to protect themselves from inflation. The book is timely because as Mr. Lepard shows the problem is getting worse and is likely to result in a crisis very soon.Lawrence Lepard:Book - https://www.amazon.co.uk/Big-Print-Happened-America-Sound/dp/B0DVTCVX8J/X - https://x.com/LawrenceLepardWTFinance -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 February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Glenn Diesen. Glenn is a professor at the University of South-Eastern Norway & geopolitical commentator.During our conversation we spoke further about the current geopolitical landscape, US & Russia to negotiate peace, disaster of Biden tenure, Russian threat for Europe, Ukrainian tragedy, China & US conflict, the end of US hegemon and more. I hope you enjoy!0:00 - Introduction2:18 - Geopolitical landscape5:04 - US & Russia to negotiate peace?9:59 - Graveyard of empires13:22 - Biden tenure14:42 - European security issue18:07 - Russia threat for Europe?22:12 - Ukraine tragedy25:52 - Monroe doctrine?28:17 - China & US conflict?33:47 - Does China want to be a hegemon?37:02 - One message to takeaway?Professor Diesen is an academic, author, editor, and political commentator. His research focus is primarily on Russian foreign policy and the geoeconomics of Greater Eurasia and the emerging strategic partnership between Russia and China. Diesen’s latest books are The Ukraine War & the Eurasian World Order (2024); Russophobia: Propaganda in International Politics (2022), Europe as the Western Peninsula of Greater Eurasia: Geoeconomic Regions in a Multipolar World (2021); Russian Conservatism: Managing Change under Permanent Revolution (2021); Great Power Politics in the Fourth Industrial Rivalry: The Geoeconomics of Technological Sovereignty (2021); The Return of Eurasia (2021); Russia in a Changing World (2020); The Decay of Western Civilisation and Resurgence of Russia: Between Gemeinschaft and Gesellschaft (2018); Russia’s Geoeconomic Strategy for a Greater Eurasia (2017); and EU and NATO relations with Russia: After the collapse of the Soviet Union (2015).Glenn Diesen: X: https://twitter.com/Glenn_DiesenSubstack: https://glenndiesen.substack.com/YouTube:  @GDiesen1 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 - 11th of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Wasif Watif. Wasif is the President & CIO of Sarmaya Partners. During our conversation we touched on his current outlook on the markets, decades long commodity super cycle, whether it is similar to dot com period, the importance of energy, his investing approach and more. I hope you enjoy! 0:00 - Introduction1:43 - Current outlook for markets?7:14 - Decade long trend?10:01 - US phenomenon?14:39 - Post dot com bubble?19:04 - Catalyst for Commodity Super cycle25:54 - The importance of energy33:11 - Investment framework?37:04 - Red flags when investing?38:04 - One message to takeaway?Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.Wasif Latif -Website - https://sarmayapartners.com/ETF - https://sarmayaetf.com/X - https://x.com/sarmayakar24?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 - 11th of February, 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 gold going under the radar, geopolitics, EU Bust, Debt bubble, flow of gold to the East and what this means for markets. I hope you enjoy!0:00 - Introduction1:07 - What is Alasdair seeing?3:00 - Gold under the radar3:44 - Geopolitics10:47 - US moving away from Europe?12:51 - China to dominate global manufacturing?15:34 - EU bust16:53 - Debt bubble?19:10 - Pound depreciation20:41 - No avoiding a credit crash23:08 - Monetisation of all debt?26:30 - Flow of gold to the East30:00 - Gold backed currency33:20 - Multi-polar world35:08 - One message to takeaway?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://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 - 10th of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Jan Oberg. Jan is a sociologist, peace researcher, the director of Transnational Foundation for Peace & Future Research.During our conversation we spoke about the current geopolitical sphere, the issue with NATO, why West has forgotten about peace, trajectory of the world, end of the US Hegemony and more. I hope you enjoy!0:00 - Introduction2:26 - Geopolitics4:40 - End of cold war7:50 - Biden geopolitical disaster9:35 - West forgotten peace15:30 - Nato defensive?19:44 - China to invade Taiwan?22:22 - Expanding NATO27:50 - Trajectory of world?30:32 - Global Institutions US government funded31:40 - End of US Hegemony35:40 - Multi-polar world38:30 - 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 - 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 - 2nd of February, 2025On this episode of the WTFinance podcast I had  the pleasure of welcoming back Warwick Powell. Warwick as an Adjunct Professor at the Queensland University of Technology working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.During our conversation we spoke about tariffs, potential retaliations, the hollowing out of Western manufacturing, the new world order, worlds need for dollars, Chinese self sufficiency, deep seek and more. I hope you enjoy!0:00 - Introduction1:53- Tariffs5:53 - Chinese retaliation?9:38 - Does US have a reason to implement tariffs?14:33 - Hollowing of Western manufacturing17:21 - Link to financialisation and globalisation?19:53 - World need dollars22:23 - US consumption25:53 - China being self sufficient28:28 - China greater risk of external factors?32:43 - Limitation of growing manufacturing36:07 - Deep seek41:13 - Opensource in China?43:58- Soft power45:21 - Global economic change47:58 - One message to takeaway?Warwick began his career in academia, teaching Chinese history and European cultural history at Griffith University. He graduated with First Class Honours and is the recipient of the prestigious University Medal for Academic Excellence. Warwick was also awarded a Department of Foreign Affairs and Trade scholarship to undertake postgraduate studies at People’s University, Beijing. He deferred his studies to begin work for Kevin Rudd in the Queensland Government.He is the chairman and founder of Sister City Partners Limited, a not-for-profit investment bank focusing on developing links between regional Australia and the markets of Asia. Through this work, Warwick has experience in diverse industries including cattle and sheep production and processing, information and communication technology, infrastructure, energy, natural resources, travel and tourism and property development.He is a director of a number of funds management companies responsible for funds established under an ASIC-approved Australian Financial Services License. He is a member of the Central Highlands Accelerate Agribusiness Advisory Board and was the founding Treasurer of Innovation NQ Inc., a not-for-profit innovation incubator in North Queensland.He continues to teach professional courses in areas such as innovation, creativity, regional economic development and blockchain technology with James Cook University, QUT and Edith Cowan University.Warwick Powell: LinkedIn - https://au.linkedin.com/in/warwickpowellSubstack - https://substack.com/@warwickpowell Twitter - https://x.com/baoshaoshanWTFinance -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 - 24th of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt.During our conversation we spoke about his thoughts on the markets, the geopolitical challenges, BRICS alliance, US allies becoming weaker, proxy wars, gold and more. I hope you enjoy!0:00 - Introduction1:30 - Thoughts on markets?2:51 - Geopolitical challenges?17:05 - Split the BRICS alliance?20:58 - US allies becoming weaker?23:45 - Proxy wars25:49 - Geopolitical risks of markets?27:00 - What impact on other assets?28:30 - Gold30:40 - One message to takeaway?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