Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28 - Strategic investments31:55 - One message to takeaway from conversation?Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/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/AnthonyFatseasThumbnail image from - https://finance.yahoo.com/video/3-drivers-behind-mondays-market-133332442.html

Interview recorded - 31st of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. During our conversation we spoke about his outlook for the economy and markets, the FED expanding their balance sheet, what this means for the 3 bubbles, Financial repression, whether markets will go higher and more. I hope you enjoy!0:00 - Introduction1:15 - Outlook on the economy and markets2:52 - FED expanding balance sheet7:42 - Debt bubble9:35 - Increase income15:40 - Financial repression18:15 - Markets going high20:28 - One message to takeaway?Michael Pento serves as the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm (RIA) that operates like an actively managed fund without all the expenses. The Model Portfolio uses a proprietary macroeconomic model to determine when and how to invest across an inflation/deflation and economic cycle spectrum. The 20-component model is used to determine the two most important factors when it comes to successful investing: the second derivatives of growth and inflation.Michael Pento - Website - https://pentoport.com/Twitter - https://twitter.com/michaelpento?lang=enLinkedIn - https://www.linkedin.com/in/michael-pento-a1882917b/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/AnthonyFatsea

Interview recorded - 27th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Bob Elliott. Bob is the Co-Founder & CIO of Unlimited Funds. During our conversation we spoke about his outlook on the economy, the AI boom, why households are struggling, Stagflation, markets and more. I hope you enjoy! 0:00 - Introduction0:45 - Outlook on the economy?3:45 - AI boom6:50 - Employment10:18 - Economic data not making sense11:56 - Government shutdown15:36 - Stagflation17:17 - FED actions19:20 - US the strongest economy?20:30 - What does this mean for markets?24:40 - Bond yields26:00 - Losing control of bond market28:57 - Other assets?30:54 - One message to takeaway?Bob Elliott is the Co-Founder, CEO & CIO of Unlimited, which uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital & private equity. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee (G7) and created investment strategies across equities, fixed income, credit, exchange rates, and commodities, including many used in the flagship Pure Alpha Fund. He also built and led Ray Dalio’s personal investment research team for almost a decade. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counselled some of the world’s foremost policy makers and institutional investor on economic and investing issues. Bob has also served as an advisor and executive at several startups including CircleUp, an investment company focused on early-stage consumer brands. There he revamped the investment strategy for the company’s $150mln venture funds leveraging big data approaches to improve decision making. He was also the co-founder of GiveWell, a startup charity evaluator which now directs more than $500mln in annual contributions. Bob holds a BA in History and Science from Harvard. Bob Elliott - Website - https://www.unlimitedfunds.com/X - https://twitter.com/bobeunlimited?s=21&t=bEWfVJjh6KcziPA0zpyEPALinkedIn - https://www.linkedin.com/in/ttoillebobWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

Interview recorded - 17th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the current liquidity outlook, what is happening in China, whether Main Street and Equities can continue to go up and more. 0:00 - Introduction0:19 - Current outlook on liquidity markets25:20 - China31:14 - Cycles speeding up? 32:50 - Main Street and equities going up? 36:50 - One message to takeaway?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://crossbordercapital.com/X - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

Interview recorded - 13th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”.During our conversation we spoke about his economic outlook, market volatility, risk of a market crash, Bill's gameplan and more. I hope you enjoy!0:00 - Introduction1:49 - Outlook4:19 - Indexes are converging5:39 - Market volatility7:29 - Financial nihilism 9:03 - Economy strong?9:49 - Market crash?12:13 - Bill’s gameplan 14:03 - Debasement15:59 - Bond market19:14 - Yield curve control20:09 - Inflation23:04 - AI deflationary impact24:19 - Idiosyncratic investments25:59 - One message to takeaway?Bill Fleckenstein is president of Fleckenstein Capital, a money management firm based in Seattle. He writes a daily Market Rap column for his website, Fleckensteincapital.com, as well as the popular column Contrarian Chronicles for MSN Money.Bill Fleckenstein began writing a daily column on the Internet in 1996. Initially, the Market Rap was a daily recap of market events, with an added "Yes, but..." emphasis. "I quickly learned that the contrarian viewpoint was often misrepresented and under-reported. Since then, my daily column has always called it like I see it. I've tried to write the column in a way that even the novice investor can understand. I believe it's better to teach someone how to fish, rather than just give them an occasional fish."Bill Fleckenstein - Website: https://www.fleckensteincapital.com/Twitter: https://x.com/fleckcap?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 - 1st of October, 2025On 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 his current outlook, job revisions, foreign direct investment, why an economic reckoning could be caused by a "dishonest default", gold and more. I hope you enjoy!0:00 - Introduction2:03 - Current outlook4:16 - Job revisions5:28 - Labour vs capital7:22 - Foreign direct investment12:00 - Shifting to investment led economy15:59 - Shift from US to wealth assets17:26 - Precious metals run to continue?19:42 - Copper vs gold22:20 - Oil24:33 - Resolving deficits28:47 - One message to takeaway?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 - 29th of September, 2025On 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 touched on Jeff's economic outlook, recent credit bankruptcies, whether all the economic weakness could be coming through, gold, dollar not at risk, shifting away from the Eurodollar and more. I hope you enjoy!0:00 - Introduction0:51 - Economic outlook4:22 - GDP hot, jobs weak10:47 - Credit bankruptcies15:15 - Data distortions18:30 - Market driving economics28:20 - Gold signal32:58 - Dollar not at risk37:17 - Shifting away from the Eurodollar40:28 - Stablecoins43:59 - One message to takeaway?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/X - https://twitter.com/JeffSnider_AIPWebinar - https://webinar.eurodollar-university.com/homeWTFinance - 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/X - https://twitter.com/AnthonyFatseas

Interview recorded - 30th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal.During our conversation we spoke about Louis' outlook for the economy, liquidity, Chinese 10% deficit, China's shifting economy, demographics, BRICS alliance and more. I hope you enjoy!0:00 - Introduction2:50 - Outlook on the economy?4:54 - Liquidity 7:42 - Foreign direct investment9:57 - Chinese 10% deficit12:46 - China’s shifting economy19:26 - Demographics 20:46 - Shift to Russia, China & India25:41 - One message to takeaway?After receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis left the army and joined Paribas where he worked as a financial analyst—first in Paris, then in Hong Kong.Louis left Paribas in 1998 to launch Gavekal with his father Charles and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth, and that consequently Gavekal needed to offer its clients more information, and more ideas, relating to Asia.Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade.Louis speaks English and French. He spent many hours studying Mandarin and Spanish, which he once spoke decently. He is married with two sons and two daughters.Louis-Vincent Gave:Website - https://research.gavekal.com/Twitter - https://x.com/gave_vincentWTFinance -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/AnthonyFatseasThumbnail image from - https://gmk.center/en/news/the-world-bank-expects-chinas-economy-to-slow-down-in-2025/

Interview recorded - 29th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Gilbert Doctorow. Gilbert is a author and geopolitical analyst with decades of experience.During our conversation we spoke about the geopolitical sphere, war parties shifting, trump impact, Ukraine vs Russia conflict, US pivoting to China, return of the Monroe doctrine and more. I hope you enjoy!0:00 - Introduction1:17 - Geopolitical sphere3:51 - War parties shifting?9:48 - Trump impact14:43 - Common enemy16:19 - Ukraine - Russia conflict27:13 - Peace deal?31:24 - US pivoting to China?36:07 - Return to Monroe doctrine37:11 - Multiple spheres39:11 - One message to takeaway?Gilbert Doctorow is a professional Russia watcher and actor in Russian affairs going back to 1965. He is a magna cum laude graduate of Harvard College (1967), a past Fulbright scholar, and holder of a Ph.D. with honors in history from Columbia University (1975).After completing his studies, Mr. Doctorow pursued a business career focused on the USSR and Eastern Europe. For twenty-five years he worked for US and European multinationals in marketing and general management with regional responsibility.From 1998-2002, Doctorow served as the Chairman of the Russian Booker Literary Prize in Moscow. During the 2010-2011 academic year, he was a Visiting scholar of the Harriman Institute, Columbia University.Mr. Doctorow is a long-time resident of Brussels.Gilbert Doctorow:Substack - https://gilbertdoctorow.substack.com/Books - https://www.amazon.co.uk/stores/author/B0048RTGTMWTFinance - 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/AnthonyFatseasThumbnail image from - https://crescent.icit-digital.org/articles/will-trump-become-the-gorbachev-of-us-imperialism

Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jason Shapiro. Jason is a trading legend, with 30+ years of trading experience, a hedge fund manager and featured in the book Unknown Market Wizards. During our conversation we spoke about the outlook on markets, how its the most hated rally in history, potential for September dip, AI stocks not peaked yet, Bullish assets and more. I hope you enjoy!0:00 - Introduction1:25 - Outlook on markets5:31 - Hated rally12:09 - September dip?12:43 - AI stocks not peaked?14:00 - Russell to outperform?15:17 - Global performance17:51 - Noise in markets19:21 - Bullish assets25:34 - Contrarian investing?26:59 - One message to takeaway?With over 30 years of trading experience, Jason has gone through most markets a trader should see in their career. From the crazy rallies during the 90s, the tech bubble pop in early 2000s, the 2008 market crash and the latest bull run starting in 2009. Through the last 20 years of his career, he has used a contrarian approach which has been very successful to him and his clients, as verified by Jack D. Schwager in his latest MARKET WIZARDS BOOK. Jason has managed large sums of money from a few million to several hundred million and learned a great deal about the Futures markets, from Equities, Currencies and Fixed Income to Currencies and Precious Metals.Jason Shapiro - Website - https://www.crowdedmarketreport.com/Twitter - https://twitter.com/Crowded_Mkt_RptLinkedIn - https://www.linkedin.com/in/jason-shapiro-53674994/YouTube - @crowdedmarketreport 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/AnthonyFatseasThumbnail Image from - https://www.caixinglobal.com/2019-03-12/opinion-china-stocks-arent-in-a-bull-market-yet-101391594.html

Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Mel Matterson. Mel is writer and financial services veteran, with 20 years in the realm of high finance. During our conversation we spoke about his outlook, how he is bullish, large deficits, central bank independence, yield curve control, peak ponzi scheme, market outlook, when to sell and more. I hope you enjoy!0:00 - Introduction1:32 - Outlook on markets5:05 - Bond rally?11:26 - Large deficits17:02 - Central Bank independence22:07 - Yield control QE?26:12 - Peak ponzi scheme29:52 - Market outlook32:52 - Economic shift39:24 - When to sell?41:52 - One message to takeaway?For over twenty years, Mel has held key posts with both established asset managers such as Russell Investments and fast-growth startup firms like United Capital (acquired 2019 by Goldman Sachs). Since 2019, Mel has focused almost exclusively on private equity and the employee stock option financing space. He also founded the personal finance and wellness app, MoneyComb, in 2014. Seed funded by Duke University and incubated under leading behavioral economist Dan Ariely, MoneyComb quickly gained a reputation for innovative thinking about money and happiness: MoneyComb in WSJ.Having served as the CEO of three different FINRA and SEC registered broker-dealers, Mel has established himself as an expert in the operation of financial firms with an emphasis on broker-dealer formation, private placements, compliance, and scaling of digital operations.Mel holds an MBA with concentrations in investment and corporate finance from Duke University. He received his BA from Loyola University Chicago where he majored in philosophy, minored in English, and helped establish the school’s nascent men’s rugby program. Mel is also a Certified Financial Planner™ Professional and holds the CFP® designation.Mel Mattison:Website - https://www.melmattison.com/X - https://twitter.com/MelMattison1Book - https://www.amazon.com/dp/B0CK6WTGJV?ref_=cm_sw_r_cp_ud_dp_ZBJCM70F8RTF8WCETGYTWTFinance: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/AnthonyFatseasThumbnail picture from - https://www.carsongroup.com/insights/blog/seven-reasons-this-bull-market-is-alive-and-well/

Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about the FOMC meeting, Lisa Cook firing, employment revision, whether this will continue, recession, bond market, stock market impact and more. Do you agree?0:00 - Introduction1:14 - FOMC meeting1:57 - Lisa Cook firing5:24 - Powell dovish cut7:42 - Employment revisions10:25 - Poor data11:40 - Job market was not strong13:34 - Foreign born vs domestic employment14:28 - Recession?18:45 - Bond market20:18 - No recessions?21:50 - Stock market23:03 - One message to takeaway?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 analyse 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

Interview recorded - 9th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Lobo Tiggre. Lobo is the founder of the Independent Speculator. During our conversation we spoke about his outlook on the economy, inflation risks, central banks diversifying to gold, weaker employment data, copper, uranium and more. I hope you enjoy!0:00 - Introduction2:41 - Outlook on the economy4:10 - Inflation6:58 - Oil market10:52 - Oil supply dynamics12:30 - Investors losing faith in government bonds20:57 - Passive buyer of gold25:10 - Employment revisions28:39 - Copper27:30 - Uranium42:54 - One message to takeaway?Lobo Tiggre is the founder, CEO, and principal analyst and editor of Louis James, LLC. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James” for privacy reasons. While at Casey Research, he learned about the newsletter business from Casey co-founder David Galland, and resource speculation from the legendary speculator Doug Casey himself.Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. Nor does he hold the CFA designation, and he is not a licensed financial advisor. Tiggre is a speculator who, during his time with Doug Casey, also learned from many other industry leaders, including Sprott-Global’s Rick Rule, former newsletter writer Bob Bishop, fellow newsletter writer and geologist Brent Cook, exploration geologist and multiple mine-finder Ron Parratt, and many others.This resulted in a track record of winning recommendations outpacing losers by a wide margin, resulting in extraordinary overall gains. Due to copyright issues, we cannot reproduce or document that track record. However, the average of the yearly gains published by Casey Research for their flagship publication, the International Speculator, was 18.5% per year during Tiggre’s time with the publication. A fully transparent, documented, and verifiable track record is a central feature of Louis James LLC services.Prior to his work at Casey Research, Mr. Tiggre was a writer and publisher involved in numerous ventures. In 1998, he published his first novel, Y2K: The Millennium Bug. In 2012, he co-authored Doug Casey’s first book in almost two decades, Totally Incorrect. This was followed by another book co-authored with Doug Casey in 2014, Right on the Money. Tiggre has plans for several new books going forward, both fiction and non-fiction.Mr. Tiggre is a graduate of Aiglon College in Chesières-Villars, Switzerland. His formal education included studies in physics at Rensselaer Polytechnic Institute. He also studied economics at UNC Chapel Hill, and wrapped up with a magna cum laude BA in sociology from Duke university.Tiggre grew up speaking both Spanish and English. He later learned French, German, and is now working on Russian. He is happily married with five children. He lives in San Juan, Puerto Rico.Lobo Tiggre - Website - https://independentspeculator.com/X - https://x.com/duediligenceguyWTFinance - 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 - 4th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt. Francis is a Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method.During our conversation we spoke about Francis' perspective on the outlook of the economy, the debt crisis, what this means for the markets, chaotic society, whether the system can be saved, gold and more. I hope you enjoy!0:00 - Introduction2:28 - Outlook on the economy5:31 - Debt Crisis12:27 - Chaos23:24 - Can they save the system again?28:49 - Gold40:05 - OpportunityFrancis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper.Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others.Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset.In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment.Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/Twitter - https://twitter.com/themarketsniperWTFinance - 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 September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation, we spoke about his current outlook, the risk of an economic depression, the recent meetings in China, BRICS challenging the West, gold and more. I hope you enjoy! 0:00 - Introduction2:12 - Current outlook14:02 - Weak economic data27:22 - Russia, China & India alliance34:32 - China invading Taiwan36:22 - Gold37:55 - 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

Interview recorded - 29th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Kenneth Rogoff. Kenneth is a world-renowned economist, former Chief Economist at the International Monetary Fund & Maurits C. Boas Professor at Harvard University. During our conversation we spoke about liberation day, impact on global economy, whether it would help manufacturing in the US, deficits, risk of US Dollar supremacy and more. I hope you enjoy!0:00 - Introduction1:42 - Current macroeconomics2:52 - Liberation day5:47 - Manufacturing in the US?8:10 - Concentrated Manufacturing12:08 - Deficits14:32 - Inflation16:57 - Fallout of continued deficits20:10 - Central bank independence26:52 - Chinese deflation29:42 - End of US Dollar Hegemony?34:42 - Replacing the US Dollar39:22 - US Dollar liquidity40:38 - One message to takeaway?Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on central bank independence, and on exchange rates. He is co-author of the widely-used graduate text, Foundations of International Macroeconomics. His 2016 book The Curse of Cash looks at the past, present and future of currency from standardized coinage to crypto-currencies. His monthly syndicated column on global economic issues is published in over 50 countries. Rogoff’s 2025 book Our Dollar, Your Problem: An Insider’s View of Seven Turbulent Decades of Global Finance and the Road Ahead offers a sweeping view of the post-war rise of the dollar, the challenges the rest of the world has in dealing with it, and how this experience can help inform the contours of the evolving new global financial system.Rogoff is an elected member of the National Academy of Sciences and the American Academy of Arts and Sciences. He has long ranked among the top dozen most cited economists, and is an international grandmaster of chess.Kenneth Rogoff - Book: https://yalebooks.yale.edu/book/9780300275315/our-dollar-your-problem/Website: https://rogoff.scholars.harvard.edu/X: https://x.com/krogoffWTFinance -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/AnthonyFatseasThumbnail image from - https://www.fairobserver.com/economics/our-dollar-your-problem-market-stress-exchange-rate-feedback-and-the-fiscal-reckoning-ahead/

Interview recorded - 22nd of August, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Tyler Neville. Tyler has experience trading equities & derivatives and macro investor for 20 years, traded at Franklin Templeton & has a keen focus on macro & market structure. You may have also seen him on Real Vision or Blockworks.During our conversation we spoke about Jackson hole, losing control of bond markets, the last 40 years, financial nihilism, strength of the US, political philosophy and demographics. I hope you enjoy!0:00 - Introduction2:49 - Thoughts on Jackson Hole?5:13 - Losing control of bond markets9:36 - High rates stimulatory?12:11 - The last 40 years21:38 - Back to the 1960’s?25:57 - Financial Nihilism28:27 - Strength of the US30:02 - Inflate the currency31:41 - Peter Thiel Political Philosophy39:11 - Risk of AI?44:38 - Ageing population positive with AI/robotics?51:05 - One message to takeaway?Previously, Tyler traded equities & derivatives at several hedge funds and Franklin Templeton, a trillion-dollar asset manager. Tyler also served as Editorial Director at both Real Vision and Blockworks in between stints in the investment world. Tyler Neville - X - https://x.com/Tyler_Neville_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/AnthonyFatseasThumbnail Image from - https://coinpedia.org/news/who-will-replace-fed-chair-jerome-powell-donald-trumps-shortlist-just-dropped/

Interview recorded - 20th of August, 2025On this episode of the podcast I have the pleasure of welcoming on Kevin Muir. Kevin has three decades of trading experiencing, is the writer of the Macro Tourist and co-host of the podcast The Market Huddle. During our conversation we spoke about the shift away from Monetary to Fiscal Dominance, the US outperformance being linked to its large deficit, how the Treasury is more powerful than the FED, massive global government spending and more. I hope you enjoy!0:00 - Introduction1:21 - Shift from monetary to fiscal driven economy10:16 - US fiscal steroids14:51 - Treasury more powerful than central banks?22:11 - Moving issuance forward on the curve25:41 - Market narratives27:04 - Do deficits matter?35:51 - No tax increases or less spending38:44 - Massive global government spending40:18 - Market reaction52:12 - Earnings concentration54:31 - One message to takeaway?Kevin Muir is a former bank equity index derivative trader who for the past two decades has been trading purely on a proprietary basis for both himself and other individuals.During his three decades of trading, he has learned a few things about the market, but the one thing he is certain of is that he will still find new mistakes to make.With the MacroTourist Letter, readers come along for a journey that benefits from the wisdom Kevin has accumulated over the years, but also get to watch as new mistake are made.This is not a letter filled with back-slapping high-fives after good trades, but where bad calls are never mentioned. Kevin believes that the mistakes are where traders learn, and by also discussing the mistakes, other traders can learn from his.Kevin Muir - Newsletter - https://themacrotourist.com/Podcast -  @TheMarketHuddle  X - https://x.com/kevinmuirEmail - kevin@themacrotourist.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/AnthonyFatseasThumbnail Image from - https://www.cbsnews.com/news/unwanted-tanks-and-other-government-waste-detailed-in-reports/

On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation Michael spoke about the economic weakness he is seeing in the markets, why he thinks there could be a crash, whether he has been surprised the FED hasn't cut, monumental crash and more. I hope you enjoy!0:00 - Introduction 1:40 - Overview on markets6:46 - Economic weakness10:17 - Surprised FED haven’t cut?14:24 - Bond market19:52 - Global markets25:02 - Monumental crash27:15 - Liquidity28:30 - One message to take awayJ. 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/AnthonyFatseasThumbnail Image from - https://www.marketwatch.com/story/stock-investors-are-still-in-danger-but-history-says-bear-markets-are-relatively-brief-11655419223

Interview recorded - 25th of July, 2025On this episode of the WTFinance podcast I had the pleasure to welcome back Professor Richard Wolff. Richard is a well-known critic of an alternative contemporary economic system, host of the Economic Update and Founding Director of Democracy at work. During our conversation we spoke about the economic outlook, continued escalation in our society, what needs to change, extreme politics and more. I hope you enjoy!1:08 - Introduction1:24 - Economic outlook19:22 - Continued escalation26:23 - What needs to change?29:07 - Socialist politicians32:17 - One message to takeaway?Richard D. Wolff is Professor of Economics Emeritus, University of Massachusetts, Amherst where he taught economics from 1973 to 2008. He is currently a Visiting Professor in the Graduate Program in International Affairs of the New School University, New York City.Earlier he taught economics at Yale University (1967-1969) and at the City College of the City University of New York (1969-1973). In 1994, he was a Visiting Professor of Economics at the University of Paris (France), I (Sorbonne). Wolff was also regular lecturer at the Brecht Forum in New York City.Prof Wolff is the co-founder of Democracy at Work and host of their nationally syndicated show Economic Update. Professor Richard Wolff:Democracy at work: https://www.democracyatwork.info/Website: https://www.rdwolff.com/X: https://x.com/profwolffYouTube: @RichardDWolff 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