Interview recorded - 18th of July, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Dr Jan Oberg. Jan is a sociologist, peace researcher & the director of Transnational Foundation for Peace & Future Research.During our conversation we spoke about his views on geopolitics, the Western decline, 5% NATO defence spending, Russian invasion of Europe, splitting of alliances and more. I hope you enjoy!0:00 - Introduction0:54 - Views on geopolitics8:20 - Western decline16:05 - 5% NATO defence spending21:35 - Russia invading Europe?26:55 - US, Europe & BRICS blocks?31:05 - One message to takeaway?Dr Jan Oberg is an internationally experienced and genuinely independent peace and future researcher and an art photographer – a columnist, commentator and mediator doing diagnosis, prognosis and proposing solutions.Dr Jan Oberg - Transnational: https://transnational.live/Website: https://janoberg.me/X: https://x.com/janoberg?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgWTFinance -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 - 8th of July, 2025On 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 Marc's economic outlook, the wealth divide, why government causes all problems, borrowing, market exuberance, gold and which assets are undervalued. I hope you enjoy!0:00 - Introduction2:40 - Marc’s outlook5:46 - Wealth divide9:23 - Government spending11:31 - Tariffs volatility13:12 - Are tariffs inflationary?16:13 - Borrowing18:38 - Market exuberance31:00 - Market bubble sustainable25:55 - Shift to real assets26:55 - Revaluing gold28:18 - Emerging markets to outperform?31:48 - Economic shift away from US34:09 - One message to takeawayDr 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 - 7th of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.During our conversation we spoke about Lyn's economic outlook, major drivers of increased deficits, tariffs, the big beautiful bill, running the economy hot, financial dominance and more. I hope you enjoy!0:00 - Introduction1:35 - Lyn economic outlook4:04 - Major driver of increased deficits7:37 - FED & Treasury to lose control of bond market?10:58 - Tariff impact13:55 - Tariffs inflationary?17:20 - Issues with austerity19:28 - Big Beautiful Bill21:47 - Financial dominance impact on markets23:48 - Running it hot26:20 - US the way of Japan?29:45 - Supplementary leverage ratio32:03 - Financial repression35:25 - Which countries more free?37:08 - Endgame39:04 - Yield curve control?42:33 - Microstrategy risk45:49 - One message to takeaway?Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -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 picture from - https://xcoins.com/en/blog/rich-dad-poor-dad-author-predicts-us-dollar-crash-by-jan-2023/

Interview recorded - 3rd of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Marko Papic. Marko is chief strategist at at BCA Research. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.During our conversation we spoke about Marko's current thoughts on the geopolitical landscape, his framework, trading geopolitics, current flashpoints and impact on the markets. I hope you enjoy!0:00 - Introduction1:33 - Geopolitical framework5:58 - Trading geopolitics13:45 - Trump & Putin16:52 - Geopolitics the past 10 years27:03 - Russia, Middle East & Taiwan40:21 - Impact on markets?Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.At BCA, Marko leads the firm’s premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history.Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum.Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you’ll frequently see him in global news media.Marko Papic - X - https://x.com/Geo_papicResearch - https://www.bcaresearch.com/Geopolitical Alpha - https://www.geopoliticalalpha.com/Geopolitical Cousins - https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017WTFinance -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/AnthonyFatseasThumbnail image from - https://www.vecteezy.com/photo/55370299-abstract-digital-world-map-illuminated-with-red-lines-and-nodes-showcasing-global-connectivity

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

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

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/10.1007/978-3-031-63398-0

X - https://x.com/steve_hanke

Bio - https://www.independent.org/aboutus/person_detail.asp?id=516

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

X - https://twitter.com/AnthonyFatseas

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

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

Interview recorded - 3rd of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Dr Komal Sri-Kumar. Dr Komal is the President, Sri-Kumar Global Strategies.During our conversation we spoke about the US Debt crisis, outlook on the economy, risk of stagflation, the bond market, what Powell should do and more. I hope you enjoy!0:00 - Introduction1:53 - Outlook on the economy3:22 - Stagflation4:36 - Dual mandate6:18 - FED creating new tools8:07 - Tight monetary situation?10:10 - Bond market13:56 - Failed bond auction?15:19 - Possible to remove deficit17:32 - Yields to continue to rise?19:31 - What should Powell do?22:48 - Global yields increasing26:20 - Yield curve control29:00 - Dollar to continue to drop?30:05 - One message to takeaway?Dr. Komal S. Sri-Kumar is President of the Santa Monica, California based Sri-Kumar Global Strategies, Inc., a macroeconomic consulting firm he formed in January 2013 to advise multinational firms and sovereign wealth funds on global risk and opportunities. Prior to founding the firm, Sri worked at the Los Angeles-based Trust Company of the West (TCW) from 1990 to 2012, serving for the last several years as the firm’s Chief Global Strategist.He was the Chairman of TCW’s Comprehensive Asset Allocation Committee from 1997 to 2015. The Four-Morningstar rated TCW Conservative Asset Allocation Fund that he was a manager of (TGPCX) was rated “Category King” by the Wall Street Journal for performance as of September 30, 2015. The fund was ranked First among 365 similar funds.Before his work at TCW, Sri was Senior Vice President at the Beverly Hills-based Drexel Burnham Lambert, and Executive Vice President of DBL Americas, specializing in country risk analysis.He is a Senior Fellow at the Milken Institute, and was a member of the Columbia University Graduate School of Arts and Sciences Alumni Board. He is a member of the Economic Club of New York. His articles and interviews have been published in the Financial Times, Wall Street Journal and the New York Times. He is often interviewed on CNBC, Bloomberg Radio and TV, and Fox Business. Sri is a contributor to Bloomberg View on global macro issues and their impact on markets (www.bloombergview.com).Sri holds an M.A. in Economics from the Delhi School of Economics, and M.Phil and Ph.D. degrees from Columbia University. His doctoral dissertation at Columbia University was supervised by Robert Mundell, Nobel Laureate in Economics (1999).Dr Komal Sri-Kumar - Website - https://srikumarglobal.com/X - https://x.com/SriKGlobalSubstack - https://srikonomics.substack.com/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/AnthonyFatseasThumbnail image from - https://www.marketwatch.com/story/cost-of-insuring-against-default-on-u-s-government-debt-reaches-all-time-high-according-to-s-p-global-market-intelligence-8b71b2d2