WTFinance

Interview recorded - 3rd of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Dr Mark Thornton. Dr Mark Thornton is a Senior Fellow at the Mises Institute and a leading voice of the Austrian School of economics, author of The Skyscraper Curse. He is one of the few economists to have warned about the housing bubble well before 2008.During our conversation we spoke about his current view on the economy, Austrian Economic Theory, the FED's betrayal, what would fix the current situation, which assets to perform and more. I hope you enjoy!0:00 - Introduction2:06 - Current view of economy6:22 - Austrian Economic Theory11:50 - Wages going up?16:11 - Recent inflation23:00 - Kevin Warsh balance sheet28:36 - Solution35:30 - Which assets to perform?42:40 - One message to takeawayMark Thornton is a Senior Fellow at the Mises Institute, and was the Peterson-Luddy Chair in Austrian Economics from 2021-2023. He hosts two podcasts, Minor Issues and Unanimity, and serves as the Book Review Editor of the Quarterly Journal of Austrian Economics. His publications include The Economics of Prohibition (1991), Tariffs, Blockades, and Inflation: The Economics of the Civil War (2004), The Quotable Mises (2005), The Bastiat Collection (2007), An Essay on Economic Theory (2010), The Bastiat Reader (2014), and The Skyscraper Curse and How Austrian Economists Predicted Every Major Crisis of the Last Century (2018). [high-res photo]Dr. Thornton served as the editor of the Austrian Economics Newsletter and was a member of the Editorial Board of the Journal of Libertarian Studies and several other academic journals. He has served as a member of the graduate faculties of Auburn University and Columbus State University. He has also taught economics at Auburn University at Montgomery and Trinity University in Texas. Mark served as Assistant Superintendent of Banking and economic adviser to Governor Fob James of Alabama (1997-1999), and he was awarded the University Research Award at Columbus State University in 2002. He is a graduate of St. Bonaventure University and received his PhD in economics from Auburn University. In 2014, he debated in opposition to the “War on Drugs” at Oxford Union.Dr. Thornton has been featured in American Spectator, Barron’s, Bloomberg, Christian Science Monitor, The Economist, Forbes, Investors’ Business Daily, Le Monde, New York Post, New York Times, USA Today, Wall Street Journal, Economic Times (India), Financial Times (Norway), and Tejarat-e-Farda (Iran). He has also had regular multiple appearances on Russia Today and Press TVHis editorials and interviews have appeared in the following leading regional newspapers: Apple Daily (Hong Kong), Atlanta Constitution, Birmingham News, Business Alabama, Chicago Sun-Times, Houston Chronicle, Mobile Press Register, Minneapolis-St. Paul Star Tribune, Montgomery Advertiser, New York Post, Orange County Register, Richmond Times Dispatch, Tampa Tribune, and the Washington TimesHis commentary appears regularly in the Mises Daily and the Mises Wire. He also appears regularly on Boom-Bust, RT, Butler on Business, Tom Woods Show, Thom Hartmann Show, Scott Horton Show, Press TV and Freedom Works.Dr Mark Thornton - Misses Institute - https://mises.org/X - https://x.com/DrMarkThorntonWTFinance -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

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-howOn this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn Alden is the founder of Lyn Alden Investment Strategy, the author of Broken Money, and one of the most rigorous and original macro voices in finance today.During our conversation we spoke about her overview of the economy, gradual printing, FED actions, Fiscal dominance and impact on US hegemon, Economic Statecraft, AI Capex, Stocks and more. I hope you enjoy!0:00 - Introduction1:59 - Overview of economy6:38 - Gradual print9:22 - Yield curve control13:03 - FED cut rates?16:24 - FED still needed?17:49 - Fiscal Dominance & US Hegemony19:25 - Economic Statecraft21:56 - Chinese manufacturing inbalance27:12 - Chokepoints29:34 - West moving to Chinese led model?32:34 - AI Capex36:09 - Which sectors Lyn is watching?39:49 - Central banks buying gold42:39 - US dollar price setter46:54 - One message to takeaway?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 her 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 - 29th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley. Ted is the founder and managing partner of Oxbow Advisors, with more than four decades advising high net worth clients across multiple cycles. His highest conviction call for 2026 is not tech and it is not even gold. It is hard commodities and the old economy assets the market has spent the past decade ignoring. During our conversation we spoke about the market, historical comparison to other bubbles, how energy is vastly undervalued, AI capex & valuations, government bonds, precious metals and more. I hope you enjoy!0:00 - Introduction1:26 - Overview of markets and economy2:40 - Historical comparison5:50 - Energy companies undervalued9:07 - Commodities12:26 - AI Capex & valuation17:37 - Government bonds19:59 - Precious metals23:46 - Market correction24:51 - One message to takeawayTed 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

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-howInterview recorded - 22nd of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Vali Nasr. Vali Nasr is a Professor at the Johns Hopkins School of Advanced International Studies, a senior adviser at the Center for Strategic and International Studies, and one of the most authoritative voices on Iran, having advised American policymakers and diplomats on the country for decades. He is also the author of Iran’s Grand Strategy: A political history.During our conversation we spoke about the current situation in the Middle East, what has led up to this conflict, Iran's surprising resilience, their grand strategy, potential escalation, reshaping the Middle East and more. I hope you enjoy!0:00 - Introduction3:05 - Lead up to war5:48 - Surprised about escalation8:38 - Iran resilience10:48 - Iran’s Grand Strategy13:18 - October 6th impact16:23 - Conflict resolution20:09 - Military escalation24:11 - How have views changed?28:17 - Iranian proxies over?29:47 - US withdrawing from Middle East?34:11 - Guerrilla warfare35:25 - One message to takeaway? Vali Nasr is the Majid Khadduri Professor of International Affairs and Middle East Studies at the Johns Hopkins University School of Advanced International Studies (SAIS), and Non-Resident Senior Advisor in the Middle East Program at CSIS. He served as the eighth Dean of Johns Hopkins SAIS between 2012 and 2019 and served as Senior Advisor to U.S. Special Representative for Afghanistan and Pakistan, Ambassador Richard Holbrooke between 2009 and 2011.Professor Nasr is the author of Iran's Grand Strategy: A Political History, The Dispensable Nation: American Foreign Policy in Retreat; Forces of Fortune: The Rise of a New Middle Class and How it Will Change Our World; The Shia Revival: How Conflicts within Islam will Shape the Future; Democracy in Iran: History and the Quest for Liberty; Islamic Leviathan, Islam and the Making of State Power; Mawdudi and the Making of Islamic Revivalism; Vanguard of Islamic Revolution: Jama'at-i Islami of Pakistan, and co-author of How Sanctions Work: Iran and the Impact of Economic Warfare; as well as numerous articles in scholarly journals and commentary in Financial Times, Foreign Affairs, Foreign Policy, New York Times, Washington Post, and Wall Street Journal. He has advised senior American policymakers, world leaders, and businesses, including the President, Secretary of State, senior members of the Congress, and presidential campaigns. He has written for New York Times, Foreign Affairs, Financial Times, Wall Street Journal, and The Washington Post, among others.Vali Nasr - X - https://x.com/vali_nasrBook - https://www.amazon.co.uk/Irans-Grand-Strategy-Political-History/dp/0691268924/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

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-howInterview recorded - 18th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis and one of the most respected technical voices in the industry, with a methodology built not on price charts but on momentum structures that consistently identify major market turning points before they become obviou0:00 - Introduction1:21 - Market outlook7:08 - Geopolitical impact13:15 - Real assets to boom15:47 - Precious metals supercycle20:52 - Bonds22:26 - Silver and gold prices27:20 - Silver rise32:03 - Other commodities34:38 - China the winner?36:40 - One message to takeaway?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