WTFinance

Interview recorded - 21st of October, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider. Jeff is at the forefront of modern money and monetary science, specifically the Euro dollar market and its impact globally. He is also the host of the Eurodollar University.During our conversation we spoke about whether the economy is in a recession, the consumer struggle, why rate cuts don't do anything, bond market explosion, economic growth and more. I hope you enjoy!0:00 - Introduction1:30 - Is the economy in a recession or strong?4:53 - What is below the surface of the economy?9:35 - Consumers struggling13:36 - Back to the mean?17:01 - Average person to continue to struggle21:18 - Rate cuts don’t do anything26:53 - Fiscal spending help economy?31:33 - Consumer sentiment drives economies35:05 - Bond market explosion?37:55 - Change occurs after breakages44:20 - Economic growth48:25 - One message to takeaway from our conversation?Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.Jeff Snider - YouTube -  @eurodollaruniversity  Website - https://www.eurodollar.university/Twitter - https://twitter.com/JeffSnider_AIPWTFinance - 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 - 16th of October, 2024Rick Bootcamp -  http://bootcamp.ruleclassroom.comOn this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business.During our conversation we spoke about the outlook for the economy, the unaffordable pension plans, concentration of wealth, Trump tariffs, China's rise, base metals, resource underinvestment and more. I hope you enjoy!0:00 - Introduction1:08 - Rick’s outlook on the economy?2:42 - Low interest rates that major driver?9:22 - Governments can’t afford pensions11:42 - What does future look like?14:08 - Concentration of wealth18:01 - Trump tariffs20:10 - Will capital continue to be rewarded?22:00 - Base metals24:20 - China opaque credit25:40 - Resource underinvestment29:20 - Right return for project31:00 - US Shale35:22 - Miners to benefit?38:10 - Resource M&A39:55 - Cutting costs42:00 - One message to takeaway from conversation?Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions.Rick Rule - Twitter - https://twitter.com/RealRickRuleLinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/Website - https://ruleinvestmentmedia.com/Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinanceWTFinance -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 - 14th of October, 2024This interview was from a WTFinance podcast with Michael Oliver. Michael is a regular guest who is the founder of Momentum Structural Analysis.During our conversation we spoke about how the US is currently the largest market, why the FED won't be able to save it, precious metals and gold, whether silver will outperform this time, a debt crisis and more. I hope you enjoy!0:00 - Introduction0:16 - Hell in markets still on the cards in 2024?4:20 - FED saved the day?6:40 - Silver to outperform?8:35 - Extended bond bear market?11:50 - Flash crashes incoming?15:30 - Trends keep increasing18:20 - What is happening in China?20:25 - Debt crisis?25:16 - Commodity super cycle?27:00 - Where does gold and commodities go?31:10 - Miners to perform?34:35 - One message to takeaway from conversation?J. 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

Interview recorded - 3rd of October, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on 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 discussed China's rise, the current US-China relationship and how this has evolved, why China hasn't become more democratic, recent economic challenges, end of US Hegemony, recent fiscal stimulus and more. I hope you enjoy!0:00 - Introduction1:44 - Current US-China relationship and how has it got to this stage?6:40 - When did trade tensions begin?12:16 - Why has China not changed?14:58 - What is China after?19:52 - Impact of Real Estate markets?32:31 - Can manufacturing capacity continue to grow?39:40 - What influences West’s tariffs?46:23 - Move to multipolar influence54:58 - Picking geopolitical sides?57:38 - Chinese fiscal support?1:06:33 - Future support to be iterative1:09:37 - One message to takeaway from conversation?​​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 - 27th of September, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG and critic of current monetary policy actions of central banks.During this conversation we spoke about his thoughts on the economy, why there is a debt trap, no expectation of real growth in the future, private vs public debt, calculating US Dollar devaluation, precious metals and more. I hope you enjoy!0:00 - Introduction1:42 - Current thoughts on the economy?7:16 - Concentration of growth12:38 - Private vs public debt crisis26:31 - Calculating US Dollar devaluation?32:26 - Can they decrease the deficit?40:16 - Why nothing about gold or silver?50:10 - One message to takeaway?Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ.The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). Along with Egon von Greyerz, Matthew is the co-author of Gold Matters, which offers an extensive examination of gold as an historically-confirmed wealth-preservation asset.Matthew Piepenburg - LinkedIn - https://linkedin.com/in/matthewpiepenburgWebsite - https://vongreyerz.gold/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 - 25th of September, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Neil Howe. Neil is the co-author of the ground breaking “The Fourth Turning” and author of the updated version of the book “The Fourth Turning is Here: What the Seasons of History Tell Us About How and When This Crisis will End” which I had the pleasure of reading. During our conversation we spoke about the Fourth turning, the current political shifts, the challenges with democracy, nullification of governments, impact on markets, financial repression, risk of recession and more. I hope you enjoy! 0:00 - Introduction 3:19 - What is the Fourth Turning?8:24 - Where are we in the cycle?13:29 - Cycles increasing in time?17:19 - Political shifts driven by leaders?22:49 - Extreme centralisation during dictatorship28:59 - What can be learnt from pushes to dictatorship?34:40 - The issues with democracy?38:40 - Five outrageous predictions41:55 - What would succession look like?46:30 - Nullification of the federal government49:00 - Geopolitical brinkmanship51:02 - How do Fourth turning impact markets?54:30 - Financial repression56:30 - Pre-empt and create anti-fragile systems?1:00:25 - What is happening in the economy?1:04:20 - What is the economic lag?1:06:26 - Passive investing impacting1:13:35 - One message to takeaway from our conversation?Neil Howe is an acclaimed historian, economist, and demographer and the bestselling author (with William Strauss) of The Fourth Turning, as well as over a dozen books on demographic and social change. The nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future—Howe is Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates, which serves hundreds of corporate, nonprofit, and government clients. He lives with his family in Great Falls, Virginia.Neil Howe - LinkedIn - https://www.linkedin.com/in/neilhowe/Twitter - https://twitter.com/HoweGenerationHedgeye - https://app.hedgeye.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 - 23rd of September, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Glenn Diesen. Glenn is a Norwegian political scientist and professor at the University of South-Eastern Norway.During our conversation we spoke about the current geopolitical outlook, US hegemon, risk of the collapse of the US hegemon, a multipolar war, increasing geopolitical tensions, economic optionality and more. I hope you enjoy!0:00 - Introduction1:03 - Current outlook on geopolitics?2:56 - US hegemony being challenged?4:04 - US hegemony and unipolar world10:11 - World leaders seeing US as hypocrites?19:27 - Could US have prevent challenge of hegemon?24:09 - What is a multipolar world?30:04 - Economic optionality for economies35:56 - One message to takeaway from conversation?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 - 10th of September, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is the Head of Research for Goldmoney. We spoke about the risk of a debt trap, commodities, whether the FED can cut out of a recession, japanificarion, gold and more. I hope you enjoy! 0:00 - Introduction1:43 - What is happening in the economy?3:43 - Commodity crash linked to recession?7:42 - Impact of low interest rates?9:40 - Politicians to cut deficit?14:45 - Private debt market to blow up?18:55 - Can US/UK go way of Japan?22:06 - Why is gold unloved?23:26 - Flooding into precious metals?31:56 - What does a building of a gold standard take?39:20 - Only possible with commodity producing company?42:11 - One message to takeaway from our conversation?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 - GoldMoney - https://www.goldmoney.com/researchSubstack - 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

Mel Mattison, a finance veteran with 20 years of experience, dives deep into the looming risks of economic collapse and prolonged inflation. He shares insights on how escalating national debt could impact markets by 2027 and the potential chaos awaiting with dwindling Social Security reserves. The discussion also explores the future of equities, the influence of index funds, and opportunities for real assets like gold. With a thought-provoking perspective, Mel emphasizes the need for strategic financial awareness in a rapidly changing economy.

John Rubino, founder of dollarcollapse.com and seasoned financial analyst, discusses the precarious state of our economy. He warns about excessive bad debt threatening governments and consumers alike. Interest rate cuts may not alleviate overleveraged situations, echoing concerns reminiscent of the 2008 crisis. The conversation shifts to the milkshake theory, exploring how the dollar behaves in crises. John also highlights a growing preference for gold and cryptocurrencies as alternative reserves, signaling a transformational shift in global finance.