WTFinance

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.

Clive Thompson, a 47-year wealth management veteran who advised private clients and trusts, joins to discuss central banks, bond-market stresses, and why precious metals are back on the radar. Short takes cover silver’s practical money role, the two-speed economy and AI’s labour impact, and differences between physical metal and paper investments.

Dr Jan Oberg, sociologist and independent peace researcher who leads the Transnational Foundation for Peace & Future Research, reflects on 2025 and shifting global power. He discusses US tactics under Trump, the controversial 'Peace Board', resource-driven geopolitics, and calls for renewed peace research and nonviolent security alternatives.

Professor Richard Wolff, economist and critic of contemporary capitalism, and founder of Democracy at Work. He discusses the decline of U.S. power and dollar dominance. He explores China’s rise and the yuan as a reserve currency. He warns about strained alliances, Europe's economic strains, the manufacturing base needed for defense, and the disruptive risks and geopolitics of AI.

Simon Hunt, economist and long-time China and commodities analyst, offers a concise mini bio and decades of copper and China expertise. He discusses fragile global debt and bond risks. He covers the sharp gold and silver plunge and its market mechanics. He explores geopolitical hotspots, yuan and BRICS moves toward an alternative reserve arrangement. Practical asset protection is a recurring theme.

Henrik Zeberg, macroeconomist and Head Macro Economist at SwissBlock, offers a compact review of 2025 and why the business cycle stretches into 2026. He explains a K-shaped economy and labor strains. He covers dollar and energy moves, precious metals topping, a rotation into risk assets, and a looming blow-off top before a large market crash.

Alex Gurevich, founder and CIO of HonTe Advisors and author with a PhD in mathematics, shares big-picture macro ideas. He discusses the surge in precious metals, why metals finally moved, and the role of liquidity and disinflation. He covers interest rate and currency opportunities, fading geopolitical noise, and how to find the next strong trade with patience and disciplined strategy.

Interview recorded - 19th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C.During our conversation we spoke about Jim's overview for 2025, inflationary fear, demand decreasing, liquidity issues, impact on the markets and more. I hope you enjoy!0:00 - Introduction1:22 - Overview of 20254:51 - Inflation fear6:36 - Disinflationary trends14:06 - Return to 2010’s?16:16 - Demand decrease19:22 - Yield curve control22:56 - Liquidity25:06 - Monetary responsible32:29 - Impact on the markets?34:42 - Precious metals37:54 - AI infrastructure 45:57 - One message to takeaway?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Lyn Alden, macro strategist and author of Broken Money, offers a crisp macro roadmap. She digs into fiscal dominance, why 2025 may be headline-driven, and the risks of currency devaluation. Short takes cover inflation, demographics, immigration effects, institutional decay, geopolitics, and how to prepare for large systemic shifts.