WTFinance

Mercantilist Reformation - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-how?r=1ni7opInterview recorded - 22nd of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael Howell is the founder of CrossBorder Capital, a former Salomon Brothers research director, and the author of Capital Wars. During our conversation we spoke about Michael's overview of the economy and liquidity, Kevin Warsh's hawkishness, debt rollover, inflation linked to supply chain, Chinese issues and more. I hope you enjoy!0:00 - Introduction1:14 - Overview of economy and liquidity?6:14 - Kevin Warsh hawkishness8:43 - Debt rollover18:58 - Inflation linked to supply chains20:41 - Balance Sheet Recession22:51 - Chinas economic problems28:02 - Chinese bonds30:08 - Other economies37:23 - Dollar & Gold41:46 - One message to takeaway?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://crossbordercapital.com/Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukWTFinance -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-how?r=1ni7opInterview recorded - 19th of June, 2026On this interview I had the pleasure of welcoming back Gerald Celente. Gerald Celente is the founder of the Trends Research Institute and publisher of the Trends Journal, considered by many the top trends forecaster in the world. During our conversation we spoke about his current view on geopolitics and the economy, whether the ceasefire will hold, why it is bad for the markets, AI bubble bursting and more. I hope you enjoy!0:00 - Introduction1:33 - Overview of geopolitics and economy4:51 - Conflict not over?7:41 - Negative for markets10:58 - Geopolitical upheaval15:07 - AI bubble crash19:38 - New FED chair21:07 - Move to gold23:17 - One message to takeaway?Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms.Gerald Celente - Journal - https://trendsjournal.com/YouTube - @gcelente Twitter - https://twitter.com/geraldcelenteWTFinance -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-how?r=1ni7opInterview recorded - 17th of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Peter Grandich. Peter Grandich is a Wall Street veteran known as the Wall Street Whiz Kid, and the founder of Peter Grandich and Company.During our conversation we spoke about his economic overview, risk of a similar scenario to the great depression, K shaped economy, AI, Precious metals, underappreciated assets and more. I hope you enjoy!0:00 - Introduction3:14 - Economic overview5:52 - Stock market concern9:49 - Crash catalyst?16:28 - Lame duck president?18:25 - K shaped economy & AI boom22:34 - Government inefficiencies25:54 - Precious metals long31:07 - Underappreciated assets?33:15 - Kevin Warsh hawkish37:29 - Global overview39:12 - One message to takeaway?Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training, and within three years was appointed Head of Investment Strategy for a leading New York Stock Exchange-member firm. He would go on to hold positions as Chief Market Strategist, Portfolio Manager for four hedge funds and a mutual fund that bore his name. His abilities have resulted in hundreds of media interviews, including Good Morning America, Fox News, CNBC, Wall Street Journal, Barron’s, Financial Post, Globe and Mail, US News & World Report, New York Times, Business Week, MarketWatch, Business News Network and dozens more. He has spoken at investment conferences around the globe, edited numerous investment newsletters and was one of the more sought-after financial commentators.His autobiography, Confessions of a Wall Street Whiz Kid, was first published in the fall of 2011. The second edition was released in 2014, while the third edition, Confessions of a Former Wall Street Whiz Kid, was issued in October 2015. The fourth edition of the book was later released in April 2019, and the fifth edition was issued in May 2021.The fifth edition of the book is currently available on Amazon.com, but you can also read the book for free online. Read the book online.Grandich was the editor and publisher of The Grandich Letter from 1984 to 2014. He was also Senior Commentator for Moneytalks.net from 2013 to 2015.In 2013, Grandich founded the Athletes & Business Alliance (ABA), a private organization of professional athletes and business executives who exchange ideas and build relationships with an emphasis on capitalizing on the talents of all involved. A symbiotic organization, ABA is a network of accomplished individuals in an environment where one can develop personal associations with a structured and supportive system of giving and receiving business. The ABA boasts a select membership of diverse senior-level executives, high net worth business owners, and both active and retired pro athletes. By invitation only, high-level corporate and business decision-makers and prominent athletes intermingle. To achieve success, businesses must utilize effective marketing tools, secure new customers to generate repeat business and provide superior customer service that engenders loyalty. The ABA provides an environment to do this and more.Peter Grandich currently resides in New Jersey with his wife, Mary, and they have one daughter, Tara.Peter Grandich - Website - https://petergrandich.com/X - https://twitter.com/PeterGrandichYouTube - @Peter-Grandich Blog - https://petergrandich.com/blog-posts/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 - 17th of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick Rule is one of the most respected resource investors of the past forty years, and the former President and CEO of Sprott US Holdings.During our conversation we spoke about the economic resilience, ceasefire, the potential for a 10 year natural resources super cycle, FED more hawkish, energy and more. I hope you enjoy!0:00 - Introduction1:46 - Surprise of economic resilience4:57 - Demand destruction6:10 - Refilling strategic reserves7:15 - Precious metals risk off9:32 - FED more hawkish11:10 - Energy bullish17:58 - Energy services18:40 - Regions to benefit?21:33 - Gold & Silver23:20 - Miners28:44 - Under loved commodities30:10 - One message to takeaway?Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott’s largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions.Rick Rule - Twitter - https://twitter.com/RealRickRuleLinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/Website - https://ruleinvestmentmedia.com/Seminar - https://cvent.me/XOqdLa?via=WTFInanceWTFinance -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 June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt. Francis is a Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method.0:00 - Introduction1:31 - Overview of markets and economy?9:17 - Gold short term14:20 - Gold long term20:59 - Silver Overview27:17 - NASDAQ & SpaceX30:50 - Bearish oil36:10 - Timeframe on debt crisis?44:12 - One message to takeaway?Francis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper.Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others.Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset.In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment.Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/Twitter - https://twitter.com/themarketsniperWTFinance - 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