
Show Notes
WTFinance Substack - https://substack.com/@anthonyfatseasInterview recorded - 14th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on David Hunter. David is the Chief Macro Strategist of Contrarian Macro Advisors, with 52 year experience on Wall Street, with a contrarian philosophy that has allowed him to forecast economic cycles well ahead of the crowd.During our conversation we spoke about his current S&P targets, geopolitical impact, risk of economic crisis, sectors to outperform, gold and silver bull market and more. I hope you enjoy!0:00 - Introduction1:00 - 9500 still S&P price target?2:04 - Geopolitical Impact3:24 - Demand destruction6:43 - Peace agreement?9:37 - FED increasing rates13:20 - Kevin Warsh impact?17:40 - Trump & Xi19:56 - US/China cooperative relationship22:41 - Sectors to outperform27:04 - SAAS30:46 - Gold and Silver price action34:55 - Debt issues36:27 - Bailing out the financial system40:38 - Most contrarian position43:32 - One message to takeaway?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
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Interview recorded - 21st of October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Barry Strauss. Barry is an Author, Hoover Senior Fellow, Cornell professor emeritus, amateur rower, traveler to Mediterranean places.During our conversation we spoke about the current situation around the world, what we can learn from history and the Romans, why we must be able to adapt, risk of collapse of the West and more. I hope you enjoy!0:00 - Introduction1:54 - Learning from history4:20 - Revolution leadership5:19 - Comparing today to the past6:46 - Overview of world9:16 - Fourth turning11:23 - End state of democracy?14:48 - Push away from civics16:13 - History unstable19:30 - China's rise?23:55 - Collapse of the Western Empire?27:19 - Equity in society33:54 - Drone revolution35:51 - Geopolitical Shift40:33 - Changing balance of power43:48 - France conflict48:08 - Messages to takeaway?Bestselling author Barry Strauss is a classicist and a military and naval historian and consultant. He is a recognized authority on leadership and the lessons that can be learned from the experiences of the greatest political and military leaders of the ancient world, among them, Caesar, Hannibal, and Alexander.Strauss is the Corliss Page Dean Senior Fellow at the Hoover Institution of Stanford University as well as the Bryce and Edith M. Bowmar Professor in Humanistic Studies Emeritus at Cornell University, where he is the former Chair of the Department of History as well as Professor of History and Classics. He is Series Editor of Princeton’s Turning Points in Ancient History. He also served as Distinguished Visiting Professor in the Department of Defense Analysis at the Naval Postgraduate School. He holds a Ph.D. from Yale and a B.A. from Cornell.Professor Strauss has spent years researching and studying the leaders of the ancient world and has written and spoken widely of their mistakes and successes. He is also a widely acclaimed military and naval historian whose analyses of the strategies and campaigns of some of history’s great commanders reveal the successful rules of engagement that were true on the battlefield and resonate in today’s boardrooms and executive suites.Strauss is a winner of the 2025 Bradley Prize, honoring his lifelong dedication to the study and teaching of Western civilization and classical and military history.In recognition of his scholarship, Strauss was elected to membership of the American Academy of Sciences and Letters. He received Italy's Lucio Colletti Journalism Prize for Literature in 2015. He was named an Honorary Citizen of Salamis, Greece in 2012. Professor Strauss is a well-known television personality with appearances on The History Channel, Netflix, CNN, PBS and The Discovery Channel. He is the host of the popular podcast, "ANTIQUITAS: Leaders and Legends of the Ancient World," which is accessible on most platforms.Professor Strauss is the author of ten books on ancient history which have been translated into twenty languages.His latest book, Jews vs. Rome: Two Centuries of Rebellion Against the World’s Mightiest Empire, will be published by Simon & Schuster in August 2025. In a starred review, Library Journal wrote, “Historian Strauss hits another home run with this thorough account of the tumultuous relations between Rome and its most contentious subjects, the Jews, in ancient times. . . . There is no better history of this important but little-known subject."Barry Strauss - Website - https://barrystrauss.com/X - https://x.com/barrystraussWTFinance -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 - 20th of October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Melody Wright. Melody Wright is a real estate, macro, and technology analyst who began her mortgage career at GMAC ResCap in 2006 and helped manage the historic ResCap bankruptcy. She publishes the M3 Melody Substack. During our conversation we spoke about the current situation in the markets, why we're seeing risks of a housing crash, increasing delinquencies and foreclosures, private credit and more. I hope you enjoy!0:00 - Introduction1:57 - Housing Market Update8:01 - New homes overview9:09 - Crash catalysts12:37 - Delinquencies to Foreclosures18:50 - Secular shift away from Housing?25:13 - Survey data problems30:33 - Private Credit31:50 - One message to takeaway?Melody Wright - X - https://x.com/m3_melodySubstack - https://m3melody.substack.com/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 October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Mario Innecco. Mario is a commentator who speaks about Markets, Monetary Policy, Precious Metals, Economics, and Geopolitics.Mario talks about the current situation in the economy, the narrative they're trying to sell, the collapse of the dollar and our current debt system, stagflation, geopolitical risk, western collapse, Bretton Woods 2.0 and more. I hope you enjoy!0:00 - Introduction1:52 - Overview of the economy4:22 - Narrative6:04 - Next stages of crisis11:12 - Geopolitical risk15:50 - Western collapse20:34 - Precious metals24:17 - China Treasuries26:35 - Other Stores of Value28:26 - Bretton Woods 2.0?30:42 - One message to takeaway?Mario has been running his YouTube channel maneco64 since November 2015.His background is in financial markets and economics. He worked for over twenty years in the City of London and specialised in the exchange-traded derivatives market.Mario dealt for major financial institutions and corporate entities advising clients on the government bond market, interest rates, financial markets in general and the economy. He has also been an ardent student of the Austrian School of Economics.Through his videos and also articles here on his blog he endeavours to inform the public about how the financial markets and our current fiat monetary system functions.Mario Innecco - YouTube - @maneco64 Twitter - https://twitter.com/maneco1964LinkedIn - https://www.linkedin.com/in/mario-innecco-a329416b/?originalSubdomain=ukWebsite - https://www.maneco64.net/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 - 14th of October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Nomi Prins. Nomi Prins is an Economist, Author, Geopolitical Financial Expert and Financial Historian.During our conversation we spoke about Nomi's overview of the markets, inflation, the Middle East impact on the economy, the debt crisis, the FED losing control, gold price action and more. I hope you enjoy!0:00 - Introduction1:39 - Overview of markets and economy?3:11 - Inflation5:32 - FED actions?7:37 - Middle East impact10:50 - Economic resilience14:47 - Debt crisis18:36 - FED lost control?23:40 - Gold price action30:10 - Miners33:38 - One message to takeaway?As a Wall Street insider and outspoken advocate for economic reform, Nomi Prins is a leading authority on how the widespread impact of financial systems continues to effect our daily lives. She has spent decades analyzing and investigating economic and financial events at the ground level and meeting with those that shape the world’s geo-political-economic framework. She continues to break stories by conducting independent research, writing best-selling books, and traversing the globe to share her knowledge and demystify the world of money.Before becoming a renowned best-selling author and public speaker, Nomi reached the upper echelons of the financial world where she worked as a managing director at Goldman Sachs, ran the international analytics group as a senior managing director at Bear Stearns in London, was a strategist at Lehman Brothers and an analyst at the Chase Manhattan Bank. During her time on Wall Street, she grew increasingly aware of and discouraged by the unethical practices that permeated the banking industry. Eventually, she decided enough was enough and became an author with the goal of shedding light on the ways that financial systems are manipulated to serve the interests of an elite few at the expense of everyone else.Nomi makes regular television appearances on BBC, CNN, CNBC, MSNBC, CSPAN, Democracy Now, Fox and PBS. She has been a guest on hundreds of radio shows including for Marketplace, NPR, BBC, and Canadian Programming. She has also appeared in several award-winning documentaries alongside other prominent thought-leaders. Her writing has been featured in The New York Times, Forbes, Fortune, Newsday, The Guardian, The Nation, New York Daily News, La Vanguardia, and Salon.com, among other publications.She established international distinction for her presentation at the annual gathering of senior level governors and officials hosted by the Federal Reserve, International Monetary Fund (IMF) and World Bank conference in Washington D.C. Represented by the American Program Bureau, Nomi has delivered keynote speeches at many prominent global venues including the London School of Economics, the UK Parliament, the Mexican Senate, the Tokyo Stock Exchange, Google, Columbia University and the National Consumer Law Center.Prins’ insights and unparalleled observations have made her sought by politicians from all parties for advice and analysis of the financial system and the economy. She coined the term “permanent distortion” that describes how the Federal Reserve has created conditions where markets are feeding off its monetary policy decisions.Nomi received her BS in Math from SUNY Purchase, and MS in Statistics from New York University. Nomi received her PhD in International Strategic Studies with a specialization in International Political Economy from The Federal University of Rio Grande do Sul.Nomi Prins - Prinsights Global - https://prinsightsglobal.com/X - https://x.com/nomiprinsSubstack - https://substack.com/@prinsights?utm_source=global-searchWTFinance - 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 - 13th of October, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Chris Galipeau. Chris is the Head Market Strategist for the Franklin Templeton Institute with 34 years of investment management experience.During our conversation we spoke about his current overview of the economy, US economic resilience, company margins, the deficit problem, FED policy, sectors Chris is watching and more. I hope you enjoy!0:00 - Introduction1:52 - Overview of the economy and markets?3:35 - US Economy resilience5:04 - Concentration6:40 - Company margins7:50 - Key data10:55 - Real yields?12:15 - Deficit15:18 - FED policy21:44 - Sectors Chris is watching27:55 - One message to takeaway?Chris is the Head Market Strategist for the Franklin Templeton Institute. In this role, he is responsible for research generation on markets and communicating our views and opinions to Franklin Templeton's clients worldwide. He has 34 years of investment management experience including quantitative and fundamental analysis on both the sell side and the buy side, largely focused on equities. Chris has been an analyst, a portfolio manager, and a director of equity research. As President of a globally recognized sell side research firm, we were recognized as the number one ranked research firm in the United States in 2002 by Money Magazine / CNN based on performance of our recommendations. Chris Galipeau - LinkedIn - https://www.linkedin.com/in/chrisgalipeau/Market Desk - https://www.linkedin.com/newsletters/from-the-us-market-desk-7393655546886643712/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