WTFinance

• S&P to Melt-Up to 8000 with David Hunter

  Interview recorded - 1st of July, 2025On this episode of the WTFinance market I had the pleasure of welcoming back David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors 52 and one of the few who have been bullish over the past few years. During our conversation we spoke about the disconnect between the economy and markets, tariffs, Doge to continue, the reduction of the deficit, which segments are undervalued and more. I hope you enjoy!0:00 - Introduction1:26 - Current outlook4:01 - Disconnect between economy and markets?5:57 - Tariffs9:22 - Money on the sideline?11:58 - DOGE to continue?15:38 - DOGE & Bill complimentary16:46 - Reduction of the deficit20:13 - Peak of government bond yields?22:20 - Confidence to increase price targets24:28 - Buy the dip29:08 - Which segments are undervalued32:28 - Gold to keep going up?34:36 - One message to takeaway from our conversation?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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• Global War For US Dollar Supremacy? with Doomberg

  Interview recorded - 26th of June, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the potential consequences of war, UN security council irrelevant, WW3, Russia beating NATO, global war of de-dollarisation, $60 oil base and more. I hope you enjoy!0:00 - Introduction1:09 - Current outlook2:12 - Consequences of war4:52 - UN security council irrelevant6:05 - WW37:34 - Taiwan break point9:44 - Russia beat NATO?11:27 - Dedollarisation15:27 - Iran to close straight of Hormuz?18:02 - Oil market volatility22:05 - $60 oil a base?23:37 - Breakeven fracking25:10 - Bearish energy long term?28:07 - 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://moneyweek.com/currencies/602379/why-the-value-of-the-us-dollar-is-falling

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• Economic Regime Change Not Seen Since 1930's! with Steve Hanke

  Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also the co-author of the recently released book “Making Money Work: How to Rewrite the Rules of our Financial System”During our conversation we spoke about Steve's outlook for the economy, how uncertainty is created during this system shift, change in banking policy, how the FED are too hawkish, potential for a recession and more. I hope you enjoy!0:00 - Introduction2:48 - Outlook on the economy6:22 - Drivers of money supply7:40 - Higher interest rates11:04 - Changing bank policy?13:15 - Uncertainty in markets?16:49 - Recession?17:50 - Trump economic revolution?21:52 - FED too hawkish?25:12 - One message to takeaway?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China’s International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world’s third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -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

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• Last Rally Before Market Crash with Henrik Zeberg

  Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is also the Head Macro Economist at Swissblock.During our conversation we spoke about the volatile markets, the FED ignoring data, bond market, economy vs markets, global economics, and more. I hope you enjoy!0:00 - Introduction1:17 - What is Henrik watching?3:45 - Volatile markets5:33 - The FED ignoring data7:45 - Bond market11:35 - Economy vs markets14:33 - Money on the side-line15:51 - Global economies18:28 - Tariff impact?22:46 - Wealth divide26:38 - Secular rates increase30:35 - AI societal improvements32:52 - One message to takeaway?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

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• Central Banks Playing with FIRE by Printing More Money with Clive Thompson

  Interview recorded - 6th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks.During our conversation we spoke about what Clive is seeing in the economy, financial repression, changing system, US dollar and what industries Clive is watching. I hope you enjoy! 0:00 - Introduction2:35 - What is Clive seeing in the economy?6:13 - Financial repression?9:21 - Changing system11:48 - BRICs vs Western system?13:38 - FED mistake?15:47 - US Dollar18:13 - Capital flows19:40 - Europe vs US21:12 - Strong industries?23:20 - AI eliminating corporate workers?27:12 - The Fourth Turning32:35 - Investing in AIClive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - YouTube -  @clivethompson-jc9my  LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - 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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