WTFinance

Interview recorded - 27th of March, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back David Woo. David is a top global macro strategist who challenges consensus, such as calling Trump’s 2016 election, the post-Covid rebound, and major macro inflection points before they happened. He is also the founder of David Woo Unbound and co-author of the upcoming book “Merry-Go-Round Broke Down” a geopolitical novel.During our conversation we spoke about the current conflict in the middle east, the first proxy war between the US & China, whether we could see boots on the ground, what this means for the economy and markets around the globe and more. I hope you enjoy!0:00 - Introduction1:44 - Current situation in the Middle East?3:14- Escalation to the gulf8:09 - Russia/Ukraine proxy war?10:57 - China’s options12:54 - Trying to TACO14:39 - Energy & Desalination bombing?18:36 - Political capital?21:20 - America first to global agenda22:42 - How would China react?23:40 - China losing energy security25:25 - Impact on US economy and markets?30:07 - US Hegemony to continue32:04 - One message to takeaway?David Woo is the Founder/CEO of David Woo Unbound, a new global forum devoted to promoting fact-based debates about markets, politics and economics.Until 2021, David was the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income Strategy & Economic Research at Bank of America, where he managed the top ranked global macro strategy team on Wall Street. Previously, David was the Head of Global Currency Strategy at Barclays Capital and the Head of Local Markets Strategy for Central and Eastern Europe, Middle East and Africa at Citigroup.David is known on Wall Street for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was also the first Wall Street analyst to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016 and Bloomberg calls him one of the “most outspoken voice on Wall Street."David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.David Woo - Book - https://www.amazon.com/Merry-Go-Round-Broke-Down-Novel-Globalization/dp/B0GCX8Y6KT/Website - https://www.davidwoounbound.com/YouTube - @DavidWooUnbound Twitter - https://twitter.com/DavidwoounboundWTFinance - 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 - 18th of March, 2026 On this episode of the WTFinance podcast I have the pleasure of welcoming back Dave Collum.Dave talks further about the current situation in the markets, inelastic markets, private credit, everything bubble, international monetary non-system, America first globalisation, noise and volatility and more. I hope you enjoy!0:00 - Introduction2:52 - Inelastic markets4:19 - Boomers retiring?8:59 - Private credit and debt13:25 - Massive overvaluation of markets17:43 - Everything bubble21:09 - International Monetary non-system24:35 - Onshoring26:21 - Can the US backdown from Iran?35:44 - America first to globalisation38:02 - Noise and volatility41:30 - How does it end?45:10 - One message to takeaway?David Collum received a BS in biology from Cornell in 1977 and an MA, MS, and PhD in chemistry from Columbia University in 1980. Dave currently is the Betty R. Miller Professor of Chemistry at Cornell University. While at Cornell Dave has served as Director of Undergraduate Studies, Director of Graduate Studies, associate chairman, and chairman while running a research program in organic chemistry for forty years, which include collaborations with a host of large-cap pharmaceutical companies exemplified by Merck and Pfizer. In recent years he has become interested in the interface where politics and markets meet. He compiles an annual Year in Review, does several dozen podcasts per year, and occasionally stirs up trouble on more mainstream media sources.Dave Collum - Twitter - https://twitter.com/davidbcollum?s=21&t=xvXQIRnoZm5mxXw68trHEQYear in Review - https://peakprosperity.com/2024-year-in-review-what-is-a-fact/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 March, 2026 On this episode of the WTFinance podcast I had the pleasure of welcoming on Josef Schachter. Josef is a 40+ year veteran of the Canadian Investment Management Industry and the founder of the Schachter Energy Report. During our conversation we spoke about the current situation in the Middle East, what the Strait of Hormuz being closed for an extended period of time could do to the market, potential supercycle in the coming years, production growth, Canadian opportunities and more. I hope you enjoy!0:00 - Introduction2:16 - Overview of the energy market8:39 - Risk of extended conflict15:38 - Oil companies lagging commodity18:52 - Revaluation of oil companies25:47 - Oil oversupply29:48 - Focus on production growth33:08 - Canadian opportunities38:54 - One message to takeaway?Josef Schachter, CFA, is President of Schachter Energy Research Services Inc. and publisher of the Schachter Energy Report. He established Schachter Asset Management Inc. in Calgary, Canada, in 1996. For over 15 years, Mr. Schachter provided oil and gas research to Maison Placements Canada, geared to their institutional clients. Earlier in his career, he was the chief market strategist at Richardson Greenshields, a director of RGCL and a member of its Investment Policy Committee. He is a past chairman of the Canadian Council of Financial Analysts.Josef Schachter - Report - https://schachterenergyreport.ca/Substack - https://josefschachter.substack.com/X - https://x.com/JosefSchachterWTFinance -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 - 13th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. Michael is Global Strategist at RaboResearch.During our conversation we spoke about the "Grand Macro Strategy", how this should be interpreted with Venezuela and Iran interventions, potential resolutions, reshaping of the world order, Europe and more. I hope you enjoy!0:00 - Introduction2:30 - Iran & Venezuela signals7:52 - Trump global shift10:57 - China’s reaction13:44 - Cold war15:10 - US losing control?18:22 - The new potential system?20:59 - China reducing manufacturing?23:46 - Europe to struggle26:26 - Impact on markets?30:09 - One message to takeaway?Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank’s various economic research publications for internal and external customers and to the media.Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-everyLinkedIn - https://sg.linkedin.com/in/michael-every-38983214WTFinance -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 - 10th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business, proprietor of Rule Investment Media and Co-Founder of Battle Bank.During our conversation we spoke about the geopolitical situation, impact on oil and gas, how this could impact other commodities, Copper, precious metals, what is unloved and more. I hope you enjoy!0:00 - Introduction2:03 - Geopolitical situation7:40 - Oil stocks11:12 - Trimming high performing stocks13:06 - Copper17:45 - Precious metals23:11 - Miners24:18 - Silver speculation26:57 - Disconnect between physical and paper28:16 - What is unloved?29:20 - Cautious or optimistic?30:35 - 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://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=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

Michael Howell, founder of CrossBorder Capital and liquidity-cycle specialist, explains why the peak in global financial liquidity passed in Q3 2025. He outlines a textbook 65-month liquidity cycle and asset rotations from tech into energy, commodities and bonds. He also discusses a shift from buybacks to capex, China’s unique liquidity role, and why geopolitical shocks rarely alter multi-year liquidity trends.

Marc Faber, contrarian investor and publisher of the Gloom, Boom & Doom Report with decades of market experience and a PhD in Economics. He discusses the possibility of Iran’s regime change and whether the conflict will persist. He explores geopolitics, BRICS’ rising influence, risks to asset valuations and liquidity, and where capital might be safer.

Barry Eichengreen, renowned UC Berkeley economist and author of Money Beyond Borders. He discusses the K-shaped economy and persistent inequality. He explores geopolitical shifts, whether Europe or China can challenge the dollar, and why central banks buy gold. He also examines the rise of smaller reliable currencies and a possible move toward a multipolar monetary system.

Francis Hunt, trader and originator of the Hunt Volatility Funnel method with decades of market experience. He outlines a long global fiat debasement cycle, why rising rates reflect collapsing debt markets, and how gold and silver may lead a wealth shift away from Western fiat. He also discusses opaque bond mechanics, resources and geopolitics, and the risks of digital money and asset tokenization.

John Rubino, former Wall Street analyst and founder of DollarCollapse, offers sharp monetary commentary. He explores AI-driven market bubbles and broader economic risks. He outlines why gold and silver are rallying and the political limits on stopping deficits. He discusses central bank and crypto buying, physical vs paper metal dynamics, and why miners may benefit from higher prices.