Interview recorded - 12th of March, 2024On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of  @BiancoResearch .During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned himself. I hope you enjoy!0:00 - Introduction1:47 - Economy and markets in next 6/12 months4:00 - What would it take for Powell to cut?6:38 - What impact does liquidity have on the FED’s actions?9:20 - How does election provide Powell with less options?12:55 - What are the main drivers of US economic strength?18:38 - Economy is strong, but average person is struggling. Why?21:30 - Boomers continuing to spend25:05 - What trends will be driving continue economic strength?28:30 - Onshoring in the US30:13 - What impact would no change in interest rates have on stock market?35:55 - Powell hedging his bets?37:05 - What happens if Powell cuts?39:40 - Could 3% inflation and 5% interest rates be ok?42:08 - Fixed vs variable mortgages43:25 - How will you position yourself?47:00 - One message to takeaway from our conversation?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -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

Interview recorded - 27th of February, 2024Why could the bull market continue for a few more months? What could be the catalyst for institutions to start selling stocks? Outlook on Nvidia, Meta, US dollar and Uranium? We spoke about this and more with Chris Vermeulen. Chris is the Founder & Chief Market Strategist at The Technical Traders. 0:00 - Introduction1:48 - What is Chris currently seeing in the markets?7:29 - Double top in the near future?9:51 - What would make Chris bearish?13:18 - Bearish shift?14:44 - Nvidia & Meta?19:43 - What would it take for Chris to turn short?21:58 - Risk of 50% drawdowns on S&P?23:58 - US Dollar26:33 - Uranium28:08 - Catalyst for switching back to stock market after bottom?30:13 - Chris’ technical analysis approach34:08 - One message to takeaway from our conversation?Chris Vermeulen is a visionary investor who pioneered an industry-breaking method of investing called “Asset Revesting.” Chris introduced this innovative approach in his latest book, “Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement.“Chris’s journey in the financial world began in 1997 at 16. Using his innate talent for trading and risk management, Chris earned enough money to pay for his final year of college, where he earned a business diploma in operations management. He then transitioned into a full-time entrepreneur and trader, achieving financial freedom in his 20s.His expertise in technical analysis led him to create systematic processes that uncover unique trading and investment opportunities. A persistent advocate for managing portfolio risk, Chris has little faith in the buy-and-hold strategy, which often entails holding onto depreciating assets.Chris’s innovative approach to asset allocation emphasizes efficiency, resulting in systems that manage portfolio positions, exhibit low drawdowns, and consistently outperform the markets. His short-term and long-term strategies are perfect for those seeking proven techniques to manage and protect capital.Chris is widely recognized as an exceptional technical trader, possessing profound insight and a keen understanding of market trends. He shares his wisdom in his book “Technical Trading Mastery, Second Edition – 7 Steps to Win with Logic,” further solidifying his reputation as a trailblazer in the financial industry.Chris Vermeulen - Website - https://thetechnicaltraders.com/Twitter - https://twitter.com/TheTechTradersYouTube -   @TheTechnicalTraders  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

Original Interview - 20th of February, 2024On this episode of the WTFinance podcast I had the pleasure of speaking with Ted Oakley for a third time. Ted is the Founder and current Managing Director of  @OxbowAdvisors .During our conversation we spoke about Ted's thoughts on the market, why we could have reached a market top, what mistakes the FED have made, the divergence between main & wall street and more. I hope you enjoy!0:00 - Introduction0:47 - What is Ted seeing in the markets?1:48 - Negative news currently coming out?2:33 - Did the FED make a mistake in October?3:54 - What do market tops look like?5:34 - Hard to imagine more fiscal support6:17 - How should FED act?7:22 - Where does Ted see markets in 3-6 months?9:27 - Was 2022 a bear market?12:44 - Was the last year a bull market?12:54 - Main street struggling while Wall Street thriving14:27 - How has consumer kept head above the water?16:27 - Largest drivers continuing to grow, is this time different?19:07 - What would Ted see to change perspective on bull market?21:25 - What would Ted own?22:34 - Concern of oil saturation?24:03 - Where will economy be in 2025?26:01 - Does Ted take into account the election?28:27 - One message to take away from our conversation?Ted Oakley is Managing Partner and Founder of Oxbow Advisors.  With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective.  He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).  He is a member of the Austin Society of Financial Analysts.  He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas.  Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube -  @OxbowAdvisors  WTFinance - 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 - 12th of February, 2024On this episode of the WTFinance I had the pleasure of speaking with Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.Buy the book here - https://www.amazon.co.uk/Broken-Money-Financial-System-Failing-ebook/dp/B0CGNVNXK2/During this conversation we spoke about what Lyn is currently seeing in the macro environment, the push and pull of fiscal & monetary policies, why stocks are at all-time highs, whether we could be moving into a crack-up boom scenario and more!0:00 - Introduction1:20 - What is Lyn seeing in Macro?4:55 - Push and Pull of Fiscal & Monetary policy8:00 - What prevented liquidity crunch last year?10:35 - What others tools do they have for liquidity?12:26 - Future liquidity scenarios?15:40 - Reducing interest rates while continuing QT?17:16 - Why is the stock market at all time highs?19:09 - What assets to perform?21:45 - Crack up boom?22:48 - Can US continue deficits?25:05 - Could the US move to austerity?28:10 - Deflation vs higher inflation29:50 - Why is our financial system failing us?33:50 - CBDC a risk?37:10 - What impact does higher energy costs have on blockchains?39:29 - Outlook for Crypto & Bitcoin in 2024?42:40 - One message to takeaway from our conversation?Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -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 - 5th of February, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm.During our conversation we spoke about Danielle's thoughts on the markets, what the recent job losses mean for the economy, whether the economy is currently on its last legs, could commercial real estate be another credit event catalyst and what this means for the FED in 2024. I hope you enjoy!0:00 - Introduction1:30 - What is Danielle thoughts about the economy?3:55 - Already in a recession?4:45 - Where will interest rates go?6:00 - Is Powell making a mistake?7:00 - US going the way of China?8:40 - A job hasn’t been created until February 2023?12:20 - Will Powell make bigger cuts?14:10 - Is Powell looking at leading indicators?14:52 - Any unique data points?15:50 - Commercial Real Estate - a catalyst for another credit event?18:40 - What would Danielle do as Chairperson of the FED?20:43 - Cut interest rates while continuing QT?22:22 - Which assets could perform during 2024?25:00 - One message to takeaway from conversation?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015.  She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube -  @DanielleDiMartinoBoothQI WTFinance -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

Simon Hunt, market analyst, discusses economic trends like the potential for an economic depression and catalysts for deflation in 2024. He also touches on the risk of global conflicts, debt-driven growth in China, and the importance of transitioning to real assets like gold and silver amidst a market crash.

Interview recorded - 19th of January, 2023Substack - https://rubino.substack.com/On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack.During our conversation we spoke about whether good news is bad for the markets, Deja vu of back end of 2022, unwinding of 40 years of economic exuberance, mass bankruptcies, whether the FED has pivoted and if US government obligations can be repaid. I hope you enjoy!0:00 - Introduction1:11 - What is John seeing in economy & markets in 2024?6:12 - Is bad news good news for the markets?9:34 - Deja vu, similar to end of 2022?12:32 - Unwinding of 40yrs of Exuberance? 15:24 - Mass Bankruptcies19:37 - What drove inflation the past few years?22:39 - Has the FED pivoted?26:24 - Trump hostile to FED28:59 - Large deficits for foreseeable future31:14 - Can the obligations been paid for?38:59 - One message to takeaway from our conversation?John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022.John's newsletter provides actionable advice, based on a couple of premises:- The financial world is spinning out of control and will get considerably worse before it gets better.- There are things we can do to improve our odds of surviving and thriving as the chaos unfolds.John Rubino - Substack - https://rubino.substack.com/LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/WTFinance - 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

Gerald Celente, Founder/Director of the Trends Research Institute and Publisher of the Trends Journal, discusses trends in 2024, the potential for World War III, Synthetic Devolution, which assets to perform during this period, and the importance of a peaceful fight for freedom and doing our best for humanity.

Interview recorded - 10th of January 2024On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street. During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what causes the stock market rally, whether the FED can save the market and more. I hope you enjoy!0:00 - Introduction0:56 - What Will Happen in 2024?2:13 - Biggest rally in history9:03 - Broad market rally?9:28 - Inflation impact on markets?10:48 - Institutional Investors to drive market14:13 - S&P500 breaking all-time highs?15:48 - Stocks Up, Dollar Down & Energy Down?18:38 - Which industries in cyclicals to perform?22:08 - Catalyst for the peak then crash?31:13 - Would Powell increase interest rates?32:48 - Underlying economic issues35:48 - Japan precursor for globe38:18 - How do equities perform during high inflation?41:08 - Will FED be unable to save market?46:28 - One message to takeaway from our podcast?Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -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 - 5th of January, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrick Zeberg for the first interview of the year! Henrik is a Macro Economist, the Founder and Publisher of the Zeberg Report. During our conversation we spoke about Henrik's Outlook for 2024, why stock market will continue to rip until April this year, the impending recession similar to 2008, what assets will benefit during recession and stagflation afterwards and more. I hope you enjoy!0:00 - Introduction3:28 - Henrik's Outlook for 2024?5:13 - The Business Cycle8:50 - Disconnect between Economic Indicators?12:48 - Henrik’s 2024 Timeline15:11 - Supply Chain Shock?18:43 - US Fiscal Capacity?22:58 - Risk-On Assets25:28 - What would influence Henrik to shift from bullish to bearish?26:43 - Repeat of 200831:03 - Back to easy money after recession?32:18 - Positions after top?35:53 - One message to takeaway from conversation?Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. You can find out more about his newsletter on his Website.Henrik Zeberg - Newsletter - https://www.thezebergreport.com/Twitter - https://twitter.com/HenrikZebergWTFinance -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