WTFinance

• S&P to 9500 before Biggest Financial Crisis in History with David Hunter

  Interview recorded - 3rd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back popular guest David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors and one of the few who have been bullish over the past few years. During our conversation we spoke about his new market targets, precious metals, which industries he sees outperforming, midterm election impact, hyperinflation, crash and more. I hope you enjoy!0:00 - Introduction1:00 - Outlook for markets6:10 - Markets to continue?9:38 - Precious metals13:21 - Miners16:05 - Other industries?21:53 - Most contrarian view?25:00 - Midterm election28:00 - Hyperinflation30:34 - One message to takeaway?David is an 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. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away 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

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• Western Economic Decline as BRICS Strengthens with Warwick Powell

  Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Warwick Powell. Warwick is an Adjunct Professor at Queensland University of Professor working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.During our conversation we spoke about Warwick's overview of 2025, accelerating shift away from US hegemony, BRICS institution, currency and more. I hope you enjoy!0:00 - Introduction0:57 - Overview of 20256:50 - Accelerating US hegemonic shift?12:25 - Drivers of Western challenges18:28 - Real capital investment into US23:44 - AI impact on employment28:18 - Shifting alliances33:25 - BRICS institutions39:03 - European type alliance42:01 - BRICS currency48:33 - One message to takeaway?Warwick began his career in academia, teaching Chinese history and European cultural history at Griffith University. He graduated with First Class Honours and is the recipient of the prestigious University Medal for Academic Excellence. Warwick was also awarded a Department of Foreign Affairs and Trade scholarship to undertake postgraduate studies at People’s University, Beijing. He deferred his studies to begin work for Kevin Rudd in the Queensland Government.He is the chairman and founder of Sister City Partners Limited, a not-for-profit investment bank focusing on developing links between regional Australia and the markets of Asia. Through this work, Warwick has experience in diverse industries including cattle and sheep production and processing, information and communication technology, infrastructure, energy, natural resources, travel and tourism and property development.He is a director of a number of funds management companies responsible for funds established under an ASIC-approved Australian Financial Services License. He is a member of the Central Highlands Accelerate Agribusiness Advisory Board and was the founding Treasurer of Innovation NQ Inc., a not-for-profit innovation incubator in North Queensland.He continues to teach professional courses in areas such as innovation, creativity, regional economic development and blockchain technology with James Cook University, QUT and Edith Cowan University.Warwick Powell: LinkedIn - https://au.linkedin.com/in/warwickpowellSubstack - https://substack.com/@warwickpowell Twitter - https://x.com/baoshaoshanWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

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• Oil and Gas Revolution has Begun with Doomberg

  Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the economic outlook, Ukraine & Russia ceasefire, energy outlook, why Europe could be screwed and more. I hope you enjoy!0:00 – Introduction0:40 – Economic & Market outlook1:39 – Ukraine Russia ceasefire10:03 – Refining margins11:52 – Gas outlook13:30 – Oil price in 202617:24 – National security focus22:41 – AI demand for gas25:36 – Chinese gas production29:05 – Europe screwed33:24 – One message to takeaway?Doomberg is an independent, widely distributed publication that delivers concise, entertaining, provocative articles centered on energy, finance, and geopolitics. They are a small team of entrepreneurs that started this business after long careers in the industrial sector. With trillions of taxpayer dollars and myriad government mandates thrown at the energy transition, there was a practical voice missing in the traditional media. They started writing in that voice, with the freedom of having no master to serve beyond the foundation of our own principles, experience, and work ethic.This publication is their passion, and the content is supported by our team’s deep experience in heavy industry, private equity, and the hard sciences. They are entirely reader-supported and have grown to be the most widely read finance newsletter on the Substack platform.Doomberg - Substack - https://doomberg.substack.com/Twitter - https://twitter.com/DoombergTEmail - [email protected] 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.offshore-technology.com/features/top-ten-oil-and-gas-companies-in-2020/

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• Western Economic Crisis to Disrupt Hegemony with Alex Krainer

  Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Krainer. Alex has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following. During our conversation we spoke about Alex's outlook on the current geopolitical landscape, potential for a peace agreement between Russia & Ukraine, the forgotten Europe, risk of WW3 and more. I hope you enjoy!0:00 – Introduction1:20 – Geopolitics overview9:18 – Peace agreement?15:02 – Europe forgotten?21:00 – Middle East & Asia35:40 – Risk of WW3?39:36 – One message to takeawayAlex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics.From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela’s 16 largest banks failed and brought the country’s economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia’s war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000. Alex had originated the firm’s research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson’s Altana Wealth to manage the firm’s inflation hedging strategy. In 2019 Alex created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance. In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk’s list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer’s Trend Following Bible.”Alex Krainer - X - https://x.com/NakedHedgieI-System - https://isystem-tf.com/Substack - https://alexkrainer.substack.com/Trend Compass - https://isystem-tf.com/trendcompass/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

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• The Death of the Financial System with Matthew Piepenburg

  Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Matthew Piepenburg. Matthew is a Partner of Von Greyerz AG.During our conversation we spoke about his outlook on the economy, disconnect between markets and main street, credit unravelling, increased political risk, growing out of debt, silver and more. I hope you enjoy!0:00 - Introduction1:18 - Outlook on the economy8:20 - Disconnect between markets and main street23:55 - Credit unravelling27:17 - Political risk35:51 - Grow out of debt?42:24 - Silver50:11 - 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

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