A Generational Financial Reset Is Here : Felix Nikolas Prehn
A Generational Financial Reset Is Here : Felix Nikolas Prehn
10-9-2026
On this episode of the WTFinance podcast I had the pleasure of welcoming back Felix Nikolas Prehn. Felix Nikolas Prehn is an economist and former investment banker, trained in London and Hong Kong.
His reading of markets was shaped by mentors who spent careers inside the institutions: hedge fund managers, Wall Street professionals, and senior banking figures.
During our conversation we spoke about the current situation in the economy, the most hated rally, money supply, CPI concern, concentration, the risk of a financial reset, what could happen to the dollar, the global monetary reset and more.
Ultimately, the conversation between Anthony Fatseas and Felix Nikolas Prehn serves as a reminder of the importance of maintaining a balanced and optimistic mindset in the face of persistent negative news.
While systemic economic risks are real and require careful navigation, historical data shows that technological progress and corporate adaptability consistently drive long-term value creation.
0:00 - Introduction
1:50 - Overview of the economy & markets?
3:51 - Most hated rallies
4:56 - Money supply
7:34 - CPI disconnect
10:09 - AI economic impact
14:16 - Concentration
17:59 - Debt crisis
21:09 - Japan option possible?
23:21 - Deficit unsustainable
24:51 - Monetary reset
28:16 - Central banks buying gold
31:41 - Geopolitical disconnect
34:59 - Undervalued sectors?
37:59 - AI impact
40:21 - One message to takeaway?