WTFinance

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

Interview recorded - 5th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital, now renamed GL Indexes.During our conversation we spoke about the current state of the economy, where we are at the liquidity cycle, buybacks to capex, geopolitical issues, government led economies and more. I hope you enjoy!0:00 - Introduction0:48 - Current outlook2:15 - Liquidity cycle4:00 - Changes to liquidity5:50 - Buybacks to capex7:51 - Geopolitical issue10:01 - China21:04 - Global business cycle24:38 - Government led economies30:40 - Outlook for markets34:28 - Continuing QT?36:30 - Debasement41:10 - One message to takeawayMichael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://app.slice-app.io/p/traders/CmklGohFrVNpFLeFOlrF23G53Eh2Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukSubstack - https://substack.com/@capitalwarsWTFinance -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