WTFinance

On todays episode of the WTFinance podcast I was happy to host Joe Olashugba, Macro observer and author of the Market Macro Hub. 

On the podcast we talked about the major macro trends Joe is watching, whether we could see longer term inflation, potential strength in the Yen and the importance of putting the time into learning Macro. I hope you enjoy!

0:00 - Introduction
0:22 - How are you holding up in these crazy markets?
1:00 - What assets does Joe focus on?
1:50 - What Macro Trends are you keeping an eye on?
3:25 - Will the FED break something?
4:40 - Could interest rate increases continue after neutral rate?
6:40 - Could we see longer term inflation?
7:40 - Any other macro trends Joe is watching?
9:40 - Yen-USD carry trade and potential Yen strength?
12:35 - Moving yen goal post?
13:45 - What is your investment philosophy?
14:30 - Other indicators to watch?
15:50 - What will happen with inflation?
18:10 - 3 stages of a bear market?
20:35 - Why don’t you like finance news?
23:30 - Opinion on commodities?
25:29 - We have seen capitulation in Crypto
27:40 - Negative markets?
28:30 - One message to takeaway from our interview?
29:09 - Putting the time in to learn macro

Joe Olashugba - 

Market Macro Hub - https://market-macro-hub.scriber.to/
Instagram - https://www.instagram.com/joe.olashugba/
LinkedIn - https://www.linkedin.com/in/joeolashugba/
Twitter - https://twitter.com/JoeOlashugba

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

On todays episode of the podcast I was happy to host  FINANCE MARK: Mark Humphery-Jenner, PhD , Associate Professor of Finance at the University of New South Wales.

Throughout the interview we talked about how central banks got inflation so wrong, indicators showing inflation could be becoming sticky and whether changing trends could lead to an inflationary decade? I hope you enjoy!

Mark is an Associate Professor of Finance at UNSW (though, all views are his own). He has a PhD in finance and in law, and a LLB. He has published over 35 peer reviewed articles in finance and law. Mark has a background in banking, including in funds management and angel investing. He has also talked with various media outlets.

Mark Humphery-Jenner , PhD -

YouTube -  FINANCE MARK: Mark Humphery-Jenner, PhD
Twitter
LinkedIn

WTFinance -

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On todays WTFinance podcast we welcomed back Dr Adi Imsirovic, Former Global Head of Oil at Gazprom Marketing & Trading. 

On the podcast we talked about what has created the massive inflation in energy prices, the complex geopolitics in Oil, can Europe live without Russian energy and what level of oil would create demand destruction. I hope you enjoy!

Adi Imsirovic has over 30 years of experience in oil trading. He held a number of senior positions, including Global Head of Crude Oil at Gazprom Marketing & Trading, Director of Petraco and the Head of their Singapore office and The Regional Manager of Texaco Oil Trading for Asia.

He was a Fulbright Scholar and studied at the Graduate School of Arts and Sciences, Harvard University. Adi also taught economics at Surrey University for several years: Energy Economics as well as Resource and Environmental Economics. He has a PhD in Economics and a Masters degree in Energy Economics.

He has written a number of papers and articles on the topic of oil and gas prices, benchmarks, and energy security. He is the author of the book: ‘Trading and Price Discovery for Crude Oils: Growth and Development of International Oil Markets’, published by Palgrave in August 2021.

Dr Adi Imsirovic - 
LinkedIn - https://www.linkedin.com/in/adi-imsirovic-41a73729/
Twitter - https://twitter.com/AdiSurreyEnergy

Buy the book below -
Kindle - https://amzn.to/3cEzXud
Hardcover - https://amzn.to/3oyaaJy

WTFinance:
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

On todays episode of the podcast I was happy to host   Hugh Hendry Official - Founder of Eclectica Asset Management, an award winning hedge fund manager and host of the Acid Capitalist podcast.

On the podcast we talked about who is Hugh Hendry, being a contrarian investor, the current relationship between the US and China and why it has created class warfare. I hope you enjoy!

0:00 - Introduction
1:57 - Who is Hugh Hendry?
3:00 - Why do we have a specific view of hedge fund managers?
7:30 - How does contrarian investing look?
10:45 - Looking past pop psychology of marketplace
12:30 - IPO’s are a con
13:55 - How did this impact your investment philosophy?
16:15 - Open minded in investing
18:55 - contrarian thinking in 2008
20:50 - How would you compare today to the past?
23:50 - Relationhttps://www.instagram.com/hughhendryofficial/ship between US and China
29:55 - Why asset prices have trended up?
32:08 - Will this time be different with high inflation and high debt?
34:19 - Inflation
39:30 - How could treasuries recover from this point?
40:50 - Class warfare
48:35 - Commercial conflict vs real conflict
50:40 - Concern about China?
55:40 - Disengagement is an option
59:11 - One message to takeaway from the podcast?

Hugh Hendry is an award winning hedge fund manager, market commentator, thought leader, ST Barts Real Estate Investor & Surfer.

Hugh Hendry was the founding partner and chief investment officer of the now defunct hedge fund firm, Eclectica Asset Management. The fund was created in 2003 and returned 50 per cent from the revival in the gold price.

Hugh later attracted media attention when his fund achieved a 31.2 per cent positive return in 2008 during the depths of the financial crisis, earning him a reputation as a contrarian investors. He has been referred to as "the most high-profile Scot" in the hedge fund sector.

Hugh Hendry -

Twitter
YouTube
Website
Instagram

WTFinance -

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On todays episode of the WTFinance podcast I was happy to host  Tom Nash - Palantir evangelist, Co host of Money Talks, Lada lover and Amit hair hater.

On todays podcast we talked about the history of Lada, why we should have higher interest rates, how 80% of companies will go bankrupt in the coming years and a strategy to select the future Amazon (as well as a lot of laughing...). I hope you enjoy!

Tom Nash has 10+ years as an analyst for a major global investment firm, including stock market analysis, due diligence and valuations.

Tom has a YouTube channel that was founded with one mission: to provide you with the tools and insight to navigate the world of finance. On his channel, you will find his stock market review series, where they take a look at the stock market with a professional analysis approach, as well as general personal finance videos.

Tom is also the co-host of Money Talk, a daily showing talking about the current market news with Justin Oh of  Cents Invest &  Amit Kukreja .

Tom Nash -

YouTube
Twitter
Patreon

Money Talks

WTFinance -

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On todays episode I had the opportunity to interview Antonio Linares, an investor whose portfolio has delivered an average return of 2000% by focusing on finding asymmetric investment opportunities.

On todays episode we talked about what will drive GDP growth in the coming years, Synthetic Biology and Amyris, Antonio's strategy for finding investment opportunities and how Spotify will win the audio war. I hope you  enjoy!

Antonio started his investment journey in 2014, by investing half of his money in $AMD and the other half in $SCTY ($TSLA). To date, the portfolio has delivered an average return of 2000% since. In his newsletter, you will be able to gain a detailed insight into the thought process that led to these investments and that may also lead to other outstanding investments in the future.

He constantly learns new things in the fields of technology, science, history, markets, psychology, business and a whole range of other subjects. He then put ideas from all these different areas together to produce actionable investment ideas.

His passion for learning is what makes him a good investor. His second passion is sharing the new things I learn with others and that is just the motivation of this newsletter. 

Antonio Linares -

Twitter - https://twitter.com/alc2022
Substack - https://antoniolinares.substack.com/
Spotify Debate - https://www.youtube.com/watch?v=PFqJaZolkLg

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas

On todays podcast I was happy to host Salman Anees Soz, Economist, Commentator and Author of the recently released book "Unshackling India: Hard Truths and Clear Choices for Economic Revival". 

During the podcast we talked about the role of the World Bank and IMF, an introduction into the Indian economy, how it has changed over the past 20 years and what changes need to be made to allow the country to fully unlock its potential. I hope you enjoy!

Buy the book here - 

Amazon - https://www.amazon.co.uk/Unshackling-India-Choices-Economic-Revival/dp/9354893341/

Bookstore - https://uk.bookshop.org/books/unshackling-india-hard-truths-and-clear-choices-for-economic-revival/9789354893346

Salman Anees Soz is an economist, author, and commentator. He is currently Adjunct Professor at the Anwar Gargash Diplomatic Academy in Abu Dhabi (UAE). He is also a senior consultant at the World Bank, where he previously served in various capacities over a 25 year career. He has worked on a range of economic development issues in Eastern Europe and Central Asia, Middle East and North Africa, Sub Saharan Africa, and South Asia. He is a recipient of the World Bank President’s Award for Excellence.

 His professional interests include political economy, emerging market economics, and South Asian politics. His first book, "The Great Disappointment - How Narendra Modi Squandered a Unique Opportunity to Transform the Indian Economy" (Penguin Random House) was published in 2019. His latest book, co-authored with Ajay Chhibber, “Unshackling India: Hard Truths and Clear Choices for Economic Revival” (Harper-Collins) was listed by the Financial Times as one of the best new books in economics for 2022. The book also won the India Economic Forum Literary Award for 2022. 

His commentary on politics and economics appears regularly in major Indian and international publications. Salman Soz appears frequently on television to discuss politics and economics. He also speaks on politics, economics, and international affairs at universities, think tanks, and conferences. He is a member of the Indian National Congress and Deputy Chairman of the All India Professionals' Congress. 

Hailing from Kashmir, he is a passionate advocate of a peaceful resolution of the Kashmir issue. Salman Soz holds a Master's degree in Business Administration from Yale University (New Haven) and a Master's degree in Economics Northeastern University (Boston). He received a BA (Hons.) in Economics from St. Stephen's College (Delhi), where he was the elected President of the Students' Union Society.

Salman Anees Soz - 

Website - https://www.salmansoz.com/
Twitter - https://twitter.com/SalmanSoz

WTFinance - 

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas

On todays podcast I was happy to talk with Darin Tuttle, Owner & Chief Investment Officer of Tuttle Ventures, an investment management firm with a strategy designed to leverage fundamental equity management alongside traditional assets like stocks and bonds.

On the podcast we talked about the current macroeconomic trends, reducing sensitivity to overall market, managed futures funds, what would change Darin's current perspective and building out of a recession. I hope you enjoy!

With over a decade of experience in capital markets and portfolio management, Darin left Goldman Sachs to manage multi-million dollar portfolios in his early 20’s.

As a millennial money manager, Darin has been featured in Forbes, Yahoo! Finance, Institutional Investor, Business Digest Magazine and Streetinsider.com for his expert insights.

Principled and passionate, Darin has an uncompromising dedication to help others by managing their investments.

Darin Tuttle - 

Twitter - https://twitter.com/Darin_T80
Website - https://tuttleventures.com/
Substack - https://newsletter.tuttleventures.com/

WTFinance:

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas

On todays episode I was happy to host Doomberg,  a group of individuals who highlight the fundamentals missing from many economic and policy decisions, specifically through Twitter and Substack. They are an anonymous team represented by the green chicken you currently see on your screen (on YouTube). 

We talked about the current wrong decisions that have brought us to a potential energy crisis, origin point of the current trajectory, whether it is irreversible and the challenges of transitioning to 100% renewable. I hope you enjoy! 

The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack.

This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations.

Read their full bio here - https://doomberg.substack.com/about

Doomberg - 

Substack - https://doomberg.substack.com/
Twitter - https://twitter.com/DoombergT

WTFinance 

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas

Doomberg interview with Robert Bryce - https://youtu.be/pf0FNPyrRF4

Question Quote - "If you speed head on into the wall of physics you are going to crash and we are going to do that. We are on an irreversible course to make all the wrong decisions and let physics teach us what the true constraints are”

On todays episode I was happy to host Amit Kukreja - Serial Entrepreneur, Founder of Audea and Palantir devotee. 

We talked about why Palantir is trading like a growth stock, mega trends to watch out for, Palantir's point of difference and whether Alex Karp is right for Palantir. I hope you enjoy!

0:00 - Introduction
0:28 - How are you holding up in these crazy times?
4:20 - Drop of the big stocks
6:00 - More innovators taking the initiative 
10:50 - Palantir is in a good position - why is it trading like a growth stock?
13:11 - Amazon 
14:20 - Recession with social media
15:44 - innovation during recessions
17:20 - Mega trends 
20:40 - Creator platforms
21:40 - 70% of YouTube isn’t in English
24:00 - Netflix challenge with bad content
25:45 - Spotify
30:10 - Current Palantir people should know about?
32:40 - Insights of upcoming Palantir news
34:15 - Palantir’s point of difference
39:00 - Is Alex Karp right for Palantir?
42:20 - Palantir - pay as you go
43:25 - One last message to takeaway from the interview?

Amit covers stocks and tech on his YouTube channel, as well as so much more. He is a Palantir evangelist, being the founder of Daily Palantir, a website covering the day to day news of 

Amit - 
YouTube - https://www.youtube.com/c/AmitKukrejaInvesting
Twitter - https://twitter.com/amitisinvesting
Patreon - https://www.patreon.com/amitkukreja

Daily Palantir - https://www.dailypalantir.com/
Audea - https://audea.io/home

WTFinance 

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas