WTFinance

On todays episode I was happy to host  Tavi Costa , expert in the commodity markets and currently a Portfolio Manager at  Crescat Capital . On the podcast we talked about the potential for a commodity super cycle, what Macro Trends are influencing this, how investors can take advantage of the trend and what countries Tavi is focusing on. I hope you enjoy!Tavi is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi Costa - YouTubeTwitterLinkedInInvestor Letters WTFinance - WebsiteInstagram SpotifyTikTokiTunesLinkedInTwitter

On this weeks podcast I was happy to speak with Scott Nations, Founder of Nations Indexes, creator of VolDex and author of the recently released book “The Anxious Investor - Mastering the Mental Game of Investing”, currently available at any good book store. Buy the Book Here - Amazon - https://www.amazon.co.uk/Anxious-Investor-Mastering-Mental-Investing-ebook/dp/B098QR1948/Publisher - https://www.harpercollins.com/products/the-anxious-investor-scott-nations?variant=39402881482786Throughout the interview we talked about the behavioural biases investors experience, techniques to protect yourself from these biases, Scott's thoughts on the current markets and the message from the book. Scott is the author of "The Anxious Investor" as well as "A History of the United States in Five Crashes."​Scott is also the president of Nations Indexes, Inc., the world's leading independent developer of volatility indexes and option strategy indexes.Scott Nations - Website - https://www.scottnations.com/Twitter - https://twitter.com/ScottNationsLinkedIn - https://www.linkedin.com/in/scottnations/WTFinance - Website - https://www.wtfinance.online/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

On todays podcast I was happy to host Robert Ross, founder of Tik Stocks and author of the upcoming book “A Beginner's Guide to High-Risk, High-Reward Investing: From Cryptocurrencies and Short Selling to SPACs and NFTs, an Essential Guide to the Next Big Investment”, releasing on May 10th this year. You can find the book here - Amazon - https://www.amazon.co.uk/Beginners-Guide-High-Risk-High-Reward-Investing-ebook/dp/B09DDCV7WR/Publisher - https://www.simonandschuster.co.uk/books/A-Beginners-Guide-to-High-Risk-High-Reward-Investing/Robert-Ross/9781507218235On the podcast we talked about Roberts background, why we haven't seen a risk off environment, interesting investment vehicles mentioned in the book and the mistakes most retail investors make. Robert Ross’s unique style of clear and direct stock research helped him build a massive following in the investment research industry, starting his career at investment research company Mauldin Economics and quickly rising through the ranks of to become the youngest chief analyst in the industry. Today, over a million investors turn to Ross every month for his take on investing, economics, and personal finance. Between his social media followers on TikTok, Instagram, and Patreon and profiles in Time, Business Insider, MarketWatch, and Daily Mail (London), Ross uses his platform to promote fundamentally sound investing habits for people of all ages. Ross has a degree in economics from Loyola University New Orleans and lives in Los Angeles, California.Robert Ross - LinkedIn - https://www.linkedin.com/in/robertedwardross/TikTok - https://www.tiktok.com/@tik.stocks?lang=enInstagram - https://www.instagram.com/tikstocks/?hl=enTwitter - https://twitter.com/tikstocksWTFinance - Website - https://www.wtfinance.online/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

On todays podcast I had the privilege of hosting Derrick Kinney, Founder of the Good Money Framework, Host of the Good Money Podcast and author of the recently released book “Good Money Revolution: How to Make More Money to Do More Good”.On the podcast we talked about how important it is to analyse your performance, the three good money levers and building investing habits. I hope you enjoy!First 5 Chapters for Free - https://www.goodmoneyframework.com/freechaptersBuy the book here - Amazon - https://www.amazon.co.uk/Good-Money-Revolution-Make-More-ebook/dp/B09QRMK584/Derrick Kinney - Website - https://www.goodmoneyframework.com/iTunes - https://podcasts.apple.com/us/podcast/good-money-with-derrick-kinney/id1531522259Spotify - https://open.spotify.com/show/7bgirhL9e0Xy7N1NfC6FTE?si=6d23a3ff0cf34129Instagram - https://www.instagram.com/derricktkinney/WTFinance - Website - https://www.wtfinance.online/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/AnthonyFatseasAfter boldly selling his successful financial planning business, Derrick launched Good Money Framework and the popular Good Money Podcast, where he interviews the world’s top business professionals, influencers, authors and leaders to inspire listeners to build their net worth for good. Derrick believes money is not bad, and good people — just like you — should have more of it to do more good in the world. His mission is to teach others how negative beliefs about money are holding them back, and how to change their money mindset for the better. Helping make complex financial topics easy-to-understand, Derrick is a regular on local and national media where he has been interviewed on CNBC, FOX News, CNN, FOX Business, PBS, the Wall Street Journal and Money Magazine, and was ranked by Forbes as a Best-In-State Wealth Advisor in 2020.

On todays podcast I had the privilege of hosting Christopher Volk, co-founder and former CEO of STORE Capital (NYSE: STOR) and author of the upcoming book " The Value Equation:  A Business Guide to Creating Wealth for Entrepreneurs, Investors, and Business Leaders” which is available in May, 2022. On the podcast we talked about how you are more likely to be a billionaire than win the lottery, the Six variables of analysing a company, value vs growth investing over the coming years and best piece of advice Chris has received. I hope you enjoy!The Book - Wiley - https://www.wiley.com/en-us/The+Value+Equation:+A+Business+Guide+to+Wealth+Creation+for+Entrepreneurs,+Leaders+&+Investors-p-9781119875642Amazon - https://www.amazon.com/Value-Equation-Business-Entrepreneurs-Investors/dp/11198756410:00 - Introduction0:36 - What was your influence for writing the book?3:20 - How did students find the information?6:05 - More likely to become a billionaire than win the lottery8:02 - The Six Variables14:17 - Beat the average returns16:14 - Are others overcomplicating their analysis?19:18 - One of the biggest mistakes business make is running out of cash21:40 - Buy a good company, pay a premium23:10 - Any other variables?25:20 - What business models should investors be analysing?27:10 - Value investing vs growth over the coming years?28:50 - Are there any red flags that you keep an eye on?35:15 - Accounting systems35:35 - Future of the US Housing Market39:38 - Best piece piece of advice Chris has received?41:05 - What is the message you would like listeners to takeaway from the book?Christopher Volk, author of THE VALUE EQUATION, has been instrumental in leading and publicly listing three successful companies, two of which he co-founded. The most recent is STORE Capital (NYSE: “STOR”) where he served as founding chief executive officer and then as executive chairman. Volk, who has written about corporate finance since early in his career and has created an award-winning video series about the topic, is a regional winner of EYs’ Entrepreneur of the Year award. He resides in Paradise Valley, Arizona, and Huntsville, Alabama.Christopher Volk - Website - http://www.thevalueequation.com/LinkedIn - https://www.linkedin.com/in/christopher-volk-86848b3/Article - https://medium.com/authority-magazine/author-christopher-volk-5-things-every-ceo-should-know-about-navigating-the-world-of-finance-58c07fa208cWTFinance - Website - https://www.wtfinance.online/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

On todays episode I had the privilege to host Dr Anas Alhaji, a world-renowned energy markets expert, researcher and author. Throughout the podcast we talked about the recent the current state of the energy markets, historical examples of energy crisis', misconception most have about the energy markets and indicators to watch out for. I hope you enjoy!Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy.Before his recent role as a Managing Partner at Energy Outlook Advisors LLC, he was the former Chief Economist of NGP Energy Capital Management. He led the Firm’s macro-analysis of the oil, natural gas and related markets as well as the overall economic environment. He was responsible for the short-term and long term outlooks for oil, natural gas, NGLs, and LNG markets.Dr. Alhajji’s articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for the one of the industry’s premier publications: World Oil. He is also the moderator of the industry’s oldest virtual Forum: Oil, Gas, & Energy Law (OGEL)Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics.Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds M.A. in Economics, and a Ph.D. in Economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.Dr Anas Alhajji - Website - https://www.anasalhajji.com/Twitter - https://twitter.com/anasalhajjiLinkedIn - https://www.linkedin.com/in/anas-alhajji/Attaqa - https://attaqa.net/WTFinance - Website - https://www.wtfinance.online/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

On todays podcast I was happy to host Mary Childs,  co-host of NPR’s Planet Money, a podcast I have enjoyed for quite a while, and author of the recently released book “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All”. Throughout our conversation we talked about who Bill Gross really is, how he created the secondary bond market, pushed everyone to the limit and his eventual decline. I hope you enjoy!Mary Childs is a financial journalist. She’s a co-host of National Public Radio’s Planet Money. Mary was a Watson Fellow, painting portraits, and was a 2015 Tribeca Disruptive Innovation Honoree. Over the past decade+, Mary has consulted for HBO on a finance-y show, been on finance TV, and written for Barron's magazine, the Financial Times, and Bloomberg News. She has recently wrote a book about Bill Gross, PIMCO, and the bond market, published by Flatiron Books. You can buy the book here - Independent - https://uk.bookshop.org/books/the-bond-king-how-one-man-made-a-market-built-an-empire-and-lost-it-all/9781250120847Amazon - https://www.amazon.co.uk/Bond-King-Market-Built-Empire-ebook/dp/B08QGKKYX1/Mary - Website - http://www.marychilds.com/Twitter - https://twitter.com/mdcLinkedIn - https://www.linkedin.com/in/mary-childs-6940a178/WTFinance - Website - https://www.wtfinance.online/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

On todays podcast I was happy to host Nick Maggiulli, Creator of Of Dollars and Data, Chief Operating Officer at Ritholtz Wealth Management and author of the upcoming book "Just Keep Buying: Proven ways to save money and build your wealth", released on the 12th of April. Buy book here - Kindle - https://www.amazon.co.uk/Just-Keep-Buying-Proven-wealth-ebook/dp/B09FYHZXBN/Hardcover - https://www.amazon.co.uk/Just-Keep-Buying-Proven-wealth/dp/0857199714/Audio - https://www.amazon.co.uk/Just-Keep-Buying-Proven-Wealth/dp/B09RRPCBDJ/Harraman - https://www.harriman-house.com/justkeepbuyingOn the podcast we talked about why many of Nicks suggestions go against traditional finance advice, why you should just keep buying (if you hadn't gotten it yet!) and why you'll never feel rich. I hope you enjoy!0:00 - Introduction 0:25 - Influence for writing the book?1:32 - Unique entry into Finance2:10 - Using Data2:45 - When did you start investing?3:44 - Just Keep Buying5:20 - How do you start you analysis and get ideas?7:39 - Why does a lot of your suggestions go against traditional advice?13:36 - Why do people overlook savings to focus on investing?16:07 - Consistency20:23 - Selling before the high22:05 - Should people focus on Macroeconomics?24:30 - Was there any asset that performed when the yield curve inverted?25:35 - Taxing Unrealised Gains28:15 - US Sovereign Wealth Fund?30:35 - How to reduce emotions during massive market volatility?34:05 - US and other economies follow Japan’s example?35:15 - You’ll never feel like you are rich38:55 - What is one message you would like viewers to take away from our interview?Nick Maggiulli - Website - https://ofdollarsanddata.com/Twitter - https://twitter.com/dollarsanddataLinkedIn - https://www.linkedin.com/in/nicholasmaggiulli/WTFinance - Website - https://www.wtfinance.online/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

On todays episode of the podcast I am happy to have hosted Russell Clark, Former CEO and CIO of Russell Clark Investment Management.On the podcast we talked about food inflation, how the Russia-Ukraine conflict and other factors have influenced the current inflation, the impact on current geopolitical dynamics and whether we will see a period similar to the 1970's. I hope you enjoy!0:00 - Introduction0:22 - Food Inflation2:50 - Why has China become reliant for food imports?6:27 - All fathoms are politically driven rather than supply driven11:43 - Ukraine - Russia impact on China economy13:20 - Food and Wage Inflation15:58 - North Africa and Middle East exposure to gain exports from Russia & Ukraine17:19 - Can economies take an accelerated increase of interest rates?20:54 - Do you see countries looking inwards and onshoring?27:08 - Why this Food Inflation may be different to the past?31:50 - Will we see a repeat of the 70’s? High Wage and Commodity Inflation?34:55 - Will we see US Dollar strength with these changes?37:10 - Will we see a move to the markets/economy as it was before 2008?38:32 - Do you normally spend a long time before making investments?40:27 - Can you give an example of some of your warnings?44:41 - One piece of advice from the interview?47:28 - Where to find Russell’s work?Russell has 20 years experience in the investment business across multiple countries. He was recently the CIO & CEO of Russell Clark Investment Management, where he was a multi award winning hedge fund manager. Russell pioneered the use of Net International Investment Position data in currency analysis and was a leading exponent of utilising currency volatility in short selling.Russell - Newsletter: https://www.russell-clark.com/Twitter: https://twitter.com/rampagingrussLinkedIn: https://www.linkedin.com/in/russell-clark-2239273/WTFinance - Website - https://www.wtfinance.online/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

On this weeks episode of the podcast I was happy to host Carlos and Vitaly from Freelancer Finance.On this episode we talked about their investment journey, process of finding high conviction investments, having a goal to cash out at and analysis of multiple companies. I hope you enjoy!0:00 - Tesla3:20 - Ark selling a lot of their Tesla6:00 - Vitaly investing journey11:05 - Carlos investing journey13:45 - Introduction to Crypto22:45 - What is your process for finding your high conviction plays?25:55 - Enphase 31.05 - Tesla the next Apple?38:40 - Why I started the podcast?41:30 - Ocado49:20 - How important do you believe management is for an investment?56:10 - Palantir57:14 - How Vitaly's investment philosophy has changed1:05:50 - Complexity of Finance industry1:09:15 - Cashing out1:13:55 - F.I.R.E - Financial Independence, Retire Early1:17:55 - Freelancer FinanceFreelancer Finance are Freelancers and Investors looking to reach retirement in the next 5 years ( maybe 10 :) ). On their channel they discuss Investing in Stocks, Making Money, Passive Income, and Real Estate. They have interviews with CEO's, Industry Leaders and Other Financial Youtubers as well to gain insight into what they are investing in or looking further into.Freelancer Finance:YouTube - https://www.youtube.com/c/FreelancerFinancePatreon - https://www.patreon.com/freelancerfinanceTwitter - https://twitter.com/FinanceLancerDiscord - https://discord.com/invite/kMsWrqCqxQWTFinance:Website - https://www.wtfinance.online/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