WTFinance

Interview recorded - 23rd of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim Bianco is the President of Bianco Research and one of the most closely followed macro strategists in the industry.During our conversation we spoke about the economy, continued growth, the AI miracle, whether companies could be at risk, inflation rising, potential rate increases and more. I hope you enjoy!0:00 - Introduction1:53 - Overview of the economy4:52 - Continue growth8:04 - AI collapse risk13:28 - Can AI eat the world?16:05 - AI risks19:27 - Economic divergence23:03 - Youth unemployment28:08 - Inflation35:02 - Hawkish worse for yields?37:54 - One message to takeaway?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 - 23rd of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Liz Ann Sonders. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab, one of the most widely followed voices in markets, known for cutting through noise with rigour and clarity rather than hype.During we the conversation we spoke about the economic overview, secular shifts in the markets, economic strength, global markets and more. 0:00 - Introduction2:56 - Overview of the economy and markets4:28 - Secular shift8:10 - Market is frothy10:31 - Underperforming segments13:03 - Economic strength15:31 - No rate hike19:58 - Warsh impact25:41 - Market concerns?29:17 - Global Markets31:44 - One message to takeaway?Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo! Finance, Fox Business News, and the Schwab Network. Barron's has named her to its "100 Most Influential Women in Finance" every year since the list's inception, and Investment Advisor has included her on the "IA 25," its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named "Best Market Strategist" by Kiplinger's Personal Finance and one of SmartMoney magazine's "Power 30." Liz Ann has also been named to Forbes' 50 Over 50.In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware.Liz Ann Sonders Website - https://www.schwab.com/learn/author/liz-ann-sondersTwitter - https://x.com/lizannsonders?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgLinkedIn - https://www.linkedin.com/in/lizannsonders?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appWTFinance -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 - 21st of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Mike Green. Mike Green is Chief Strategist and Portfolio Manager at Simplify Asset Management, and one of the most influential voices on market structure in finance today.During our conversation we spoke about the current situation in markets, the ever increasing leverage through ETF's, what this means for market structure, geopolitical impact and more. I hope you enjoy!0:00 - Introduction1:14 - Overview of the economy and markets?9:02 - Leverage in market12:26 - Hyperscalers fundraising 16:42 - Systemic credit risks?19:04 - Markets driving economy?21:46 - Strong economy24:56 - Geopolitical impact28:23 - China and BRICS29:55 - Plaza accord 2.0?35:00 - US rising vs China?38:52 - FED/treasury backstopping40:26 - Financial nihilism41:42 - One message to takeawayMichael 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/AnthonyFatseas

Interview recorded - 21st of July, 2027On this episode of the WTFinance podcast I had the pleasure of welcoming back Adrian Day. Adrian Day is the founder of Adrian Day Asset Management and one of the most respected value investors in the resource sector, with over five decades in these markets.During our conversation we spoke about his overview of the economy, US dollar devaluation, precious metals pullback, lowest precious metals sentiment and more. I hope you enjoy!0:00 - Introduction1:15 - Overview of economy and markets?3:32 - US economy weaker?9:37 - Inflation13:58 - US Dollar devaluation15:43 - FED solution19:30 - Precious metals pullback25:28 - Correction in longer bull market28:18 - Lowest precious metals sentiment30:07 - Miners outperforming?32:28 - One message to takeaway?Adrian Day is considered a pioneer in promoting the benefits of global investing in this country. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.Adrian Day - Website - https://adriandayassetmanagement.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 - 14th of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric Basmajian is the founder of EPB Research, an independent economic research firm whose work is read by over 250,000 people and used by pension funds, hedge funds, and manufacturers globally.During our conversation we spoke about his overview of the economy, government debt increasing, why markets are skyrocketing while the average consumer struggles, employment and more. 0:00 - Introduction1:33 - Overview of the economy6:26 - Government debt increase8:46 - Consumer credit9:49 - Concentration of profits11:36- Withdrawal of globalisation 15:09 - Margins drop then job cuts23:09 - Employment data26:21 - Market impact30:40 - People gotten wrong?35:30 - One message to takeaway?Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.Eric holds a bachelor’s degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.Eric Basmajian - Website - https://epbresearch.com/Twitter - https://twitter.com/EPBResearchYouTube - @EPBResearch LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/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