WTFinance

Interview recorded - 8th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Jeff Park. Jeffs serves as Chief Investment Officer at ProCap Financial.During our conversation we spoke about the current outlook of the markets, shifting monetary policy, impacting markets, end to markets cyclicality and more. I hope you enjoy!0:00 - Introduction1:01 - Current outlook of the markets2:35 - Shifting monetary policy12:01 - Impacting markets?16:32 - End to markets cyclicality?21:09 - Ideological investing24:11 - Any assets to outperform?29:47 - One message to takeawayJeffrey (Jeff) Park is a portfolio manager and Bitcoin-focused investor known for bridging traditional credit and hedge fund strategies with the emerging digital asset class. He serves as Chief Investment Officer at ProCap BTC, where he leads investment research and portfolio construction dedicated to Bitcoin and adjacent infrastructure. Previously, he was Head of Alpha Strategies & Portfolio Manager at Bitwise Asset Management, and earlier held roles at Corbin Capital Partners, the Harvard Management Company, and Morgan Stanley.Across traditional and crypto markets, Park has managed mandates spanning opportunistic credit, multi-strategy hedge fund solutions, and digital asset investments. His recent work concentrates on institutional-grade approaches to Bitcoin exposure—combining macro, market microstructure, and risk management with an emphasis on liquidity, custody, and operational controls.Jeff Park - X - https://x.com/dgt10011Substack - https://t.co/nPu4vrn9M8WTFinance -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

Interview recorded - 6th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation we spoke about Michael's market overview, whether silver can continue to go higher, miners, the debasement trade, undervalued assets and more. I hope you enjoy!0:00 - Introduction1:37 - Overview of markets11:28 - Can silver get bigger?16:33 - Miners21:18 - Equities outlook27:08 - Debasement trade28:23 - Undervalued assets?33:51 - AI bubble38:53 - One message to takeawayJ. 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

On this episode of the WTFinance podcast I had the pleasure of welcoming on Justin Huhn. Justin is the founder and publisher of Uranium Insider. During our conversation we spoke about the uranium market, fundamental risks, economics of nuclear and uranium mines, small modular reactors and more. I hope you enjoy!0:00 - Introduction 0:15 - Uranium market overview7:15 - Fundamental risks9:10 - Russia large exposure11:30 - Economics of Uranium mines21:23 - Fuel cost vs fossil fuels22:38 - Uranium miners outperformance28:55 - Modelling future demand35:45 - Small Modular Reactors37:14 - Uranium portfolios42:11 - One message to takeaway?Justin Huhn is a publisher and the founder of Uranium Insider Pro – the leading authority in Uranium market news and analysis of uranium sector equities. As a professional investor with a deep technical knowledge, he launched his newsletter ‘Uranium Insider Pro’ in August 2019 to help others identify the best publicly traded companies in the space and clearly define the new market opportunities within the energy sector. As a recognized authority in the space, Justin’s commentary is frequently sought out by media outlets. He has previously been featured on Crux Investor, Smith Weekly, KITCO, Palisades Radio, Mining Stock Education, and Mining Stock Daily Justin is passionate about enlightening investors about the present opportunities and value offered by exposure to uranium/uranium equities within the energy sector and seeks to inform investors about those situations that offer the best risk:reward profile.Justin Huhn - Website - https://www.uraniuminsider.com/X - https://x.com/uraniuminsiderLinkedIn - https://www.linkedin.com/in/justin-huhn-2b737b16/YouTube -  @UraniumInsider 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/AnthonyFatseasThumbnail image from - https://discoveryalert.com.au/investments-uranium-resources-nuclear-growth/

Interview recorded - 17th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. During our conversation we spoke about his review of 2025, inflation, liquidity issues, what to look for in 2026, changing monetary trajectory, Chinese strategy and more. I hope you enjoy!0:00 - Introduction1:26 - Review of 20253:40 - Inflation5:49 - Liquidity issues13:26 - JP Morgan buying bonds15:26 - Global issues21:12 - 2026 trends21:42 - Changing monetary trajectory24:06 - Chinese strategy28:54 - One message to takeaway?Alasdair Macleod is is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist.Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.Alasdair Macleod - Substack - https://alasdairmacleod.substack.com/Twitter - https://twitter.com/MacleodFinanceLinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/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 - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison’s CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh’s leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor’s Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/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