WTFinance

Interview recorded - 26th of August, 2026On this episode of the WTFinance I had the pleasure of welcoming back Edward Dowd. Edward Dowd is a former BlackRock portfolio manager and founder of Phinance Technologies. He has been early on several of the most important macro calls of recent years and his January 2026 recession warning was published before a single shot was fired in Iran.During our conversation we spoke about his thoughts on the economy, AI struggles, hyperscaler capex, China risks, potential of Plaza Accord 2.0, government debt crisis and more. I hope you enjoy!0:00 - Introduction0:57 - Overview of the economy?1:54 - AI struggles7:50 - A house of cards9:05 - How bad would crash be?10:45 - Hyperscaler capex13:05 - US Real Estate17:30 - China risks21:39 - Demographic issues23:45 - Plaza Accord 2.024:35 - Government debt crisis28:50 - Bonds30:05 - One message to takeaway?Edward Dowd is currently a founding partner with Phinance Technologies. He has worked on Wall Street the majority of his career, most notably at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. Edward's book Cause Unknown: The Epidemic of Sudden death in 2021 & 2022 propelled him as an alternative voice during the pandemic and the economic implications that continue to plague us today. Phinance's unique alternative macroeconomic analysis of the global debt crisis and what may unfold has given many a deeper understanding of the global nature of our problems today.Edward Dowd:Website - https://www.eddowd.com/Substack - https://substack.com/@eddowdbeyondthenarrativePhinance - https://phinancetechnologies.com/Home.aspX - https://x.com/DowdEdwardWTFinance -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 - 17th of August, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”.During our conversation we spoke about his overview of the economy, the K shaped economy, market manipulation, whether we've reached a peak, geopolitical risks, protecting wealth and more. I hope you enjoy!0:00 - Introduction1:05 - Overview of the economy and markets?4:13 - K shaped economy7:04 - Manipulation8:45 - AI bubble13:27 - Record leverage15:15 - Market peak?20:12 - How to fix the economy?25:29 - How to protect money27:05 - Geopolitical risk31:35 - The new system34:11 - Underappreciated assets36:50 - One message to takeaway?Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude.Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities.He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German.Dr. Faber is also a regular contributor to several leading financial publications around the world.A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998.A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach.Marc Faber -Website - https://www.gloomboomdoom.com/Twitter - https://twitter.com/gloomboomdoom?lang=enLinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hkWTFinance -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 - 13th of August, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back Tavi Costa. Tavi Costa is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital.During our conversation we spoke about his current thoughts on markets and the economy, what this means for the FED relevance, dollar debasement, mining stocks undervalued, where Tavi is watching and more. I hope you enjoy!0:00 - Introduction2:03 - Overview of markets and economy?3:53 - FED relevance6:45 - Dollar Debasement14:51 - Bond Market buying gold17:38 - US buying gold?22:21 - Miners undervalued27:31 - Where is Tavi watching?31:28 - One message to takeaway?Tavi Costa is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. His macroeconomic research and thematic frameworks have reached millions of readers globally, attracting the attention of leading investors and policymakers. Mr. Costa is also the founding shareholder of San Cristóbal Mining following the acquisition of the world’s fourth-largest silver mine. He is regularly featured in The Wall Street Journal, Barron’s, Bloomberg, and has presented at the IMF. Tavi graduated cum laude from Lindenwood University in St. Louis and played NCAA Division I tennis for Liberty University.Tavi Costa - X - https://x.com/TaviCostaLinkedIn - https://www.linkedin.com/in/otavio-tavi-costa-76368628/Substack - https://substack.com/@tavicostaWTFinance -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 - 13th of August, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Simon Dixon. Simon Dixon is a former investment banker, geopolitical and financial analyst, and co-founder of BnkToTheFuture, which has facilitated over $2.5 billion in investments into more than 100 companies including Coinbase, Kraken, and Robinhood. He has spent nearly two decades applying a follow the money lens to the forces reshaping the global economy.During our conversation Simon spoke about his overview of the markets, potential treasury intervention, pumping stock market higher, Plaza accord 2.0, end game of central banks and more. I hope you enjoy!0:00 - Introduction2:06 - Overview of the economy and markets?5:35 - Treasury intervention7:40 - Pumping stock market higher12:43 - Middle East Outcome19:28 - Multipolar financial world22:24 - Plaza Accord 2.028:25 - End game of Central Banks30:28 - Gaining control35:25 - Protect yourself42:40 - One message to takeaway?Simon is the CEO and Co-Founder of Bnk To The Future, a platform dedicated to helping people build and protect their Bitcoin wealth. He authored Bank To The Future – Protect Your Future Before Governments Go Bust, the first published book to include Bitcoin.Simon left investment banking in 2006 to campaign for monetary reform and discovered Bitcoin when it was just $3. Since then, he's focused on empowering people to prepare for a rapidly evolving financial world, investing early in companies shaping the Bitcoin ecosystem, such as Coinbase, Kraken, Bitfinex, BitPay, Ripple, Robinhood, and others.Every Friday, he hosts BitcoinHardTalk live on YouTube and X, discussing Bitcoin, macroeconomics, and geopolitics. Simon Dixon - YouTube - @SimonDixon21 Website - https://www.simondixon.com/X - https://x.com/SimonDixonTwittWTFinance -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 August, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Andy Schectman. Andy is the CO of Miles Franklin Precious Metals. During our conversation we spoke about the current situation in the economy, the structural issues that are facing the monetary system, what this means for gold and precious metals, creation of multipolar systems and more. I hope you enjoy!0:00 - Introduction2:17 - Overview of markets10:15 - FED & Treasury fix problem?17:29 - Inflate debt away20:45 - Solution to productivity issues35:51 - China rebasing vs gold41:19 - Multipolarity46:54 - One message to takeaway?Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business.Andy Schectman Website - https://www.milesfranklin.com/Twitter - https://twitter.com/milesfranklincoLinkedIn - https://www.linkedin.com/in/andy-schectman-0895854/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