44 min
Debt Crisis Inflating Assets Higher with Clive Thompson WTFinance
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- Investing
Interview recorded - 17th of April, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive's entire career was in wealth management, mainly Swiss private banking. This provides him a unique insight into central banks.
During our conversation we spoke about why we didn't experience a banking crisis in 2023, whether it could be a risk moving forward, governments getting poorer while someone else is getting richer, stickier than expected inflation, financial repression, precious metals and more. I hope you enjoy!
0:00 - Introduction
2:16 - Should we be worried about further banking crisis?
11:21 - Light at end of the tunnel darkening?
13:20 - Maybe long end of yield curve to increase further
15:01 - Stickier than expected inflation?
16:31 - Banks under more pressure?
28:33 - FED and other central banks moving to financial repression?
33:36 - Is this why we’ve seen an increase in precious metals?
43:33 - One message to takeaway from our conversation?
Clive 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 -
LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/
Video - https://www.youtube.com/watch?v=L9aye4wQ8Ok
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
Twitter - https://twitter.com/AnthonyFatseas
Interview recorded - 17th of April, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive's entire career was in wealth management, mainly Swiss private banking. This provides him a unique insight into central banks.
During our conversation we spoke about why we didn't experience a banking crisis in 2023, whether it could be a risk moving forward, governments getting poorer while someone else is getting richer, stickier than expected inflation, financial repression, precious metals and more. I hope you enjoy!
0:00 - Introduction
2:16 - Should we be worried about further banking crisis?
11:21 - Light at end of the tunnel darkening?
13:20 - Maybe long end of yield curve to increase further
15:01 - Stickier than expected inflation?
16:31 - Banks under more pressure?
28:33 - FED and other central banks moving to financial repression?
33:36 - Is this why we’ve seen an increase in precious metals?
43:33 - One message to takeaway from our conversation?
Clive 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 -
LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/
Video - https://www.youtube.com/watch?v=L9aye4wQ8Ok
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
Twitter - https://twitter.com/AnthonyFatseas
44 min