WTF is Finance

Episodes

They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4

July 29, 2026

Economists discuss China's housing crash and trade surplus, the persistence of US debt, and the slow, uncertain future of de-dollarization.

Are Tariffs An Answer?" We Asked Two Economists In China | Ep. Trailer | WTF is Finance Ep 3

July 28, 2026

Economists in China discuss the inefficacy of tariffs, China's economic dominance, and the enduring US-China financial codependency.

Howard Marks On Why Most Investors Lose, AI Bubbles & India | Nikhil Kamath | WTF is Finance

May 4, 2026

Howard Marks on why investors lose. He discusses market cycles, AI bubbles, and the power of 'second-level thinking' over prediction.

Howard Marks: "I Changed My Mind On AI" | Ep. Trailer | People by WTF

May 1, 2026

Howard Marks discusses his changed stance on AI, identifying it as the key to future investment success and questioning career paths in finance.

WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2

December 20, 2025

Ray Dalio's investment wisdom: Understand money vs. wealth, diversify with 5-15% gold, and bet on India's decade of strong growth.