The Grant Williams Podcast

The Grant Williams Podcast Ep. 100 - Lynne Bryan Phipps FULL EPISODE May 01, 2025

To celebrate the 100th episode of The Grant Williams Podcast, I’m delighted to welcome my friend Lynne Bryan Phipps for a discussion unlike any of the 99 that preceded it as she and I take a personal journey into the incredible world of Integrative Equine Therapy (IET).

Lynne – an ordained minister, architect and psychologist and the founder of one of Rhode Island’s leading charter schools – also founded Beachwood Centre, an extraordinary place where Lynne and her staff provide help for those suffering from trauma, anxiety, PTSD, grief and other stress-related issues, with the aid of horses.

My own personal experience working with Lynne opened my eyes to something remarkable and, in this conversation, we talk about the remarkable work being done at Beachwood, the extraordinary data collected by Brown University, demonstrating the incredible healing power of IET and how (and why) horses are a transformational factor when it comes to this kind of work.

This is a conversation you won’t forget.

At the end of the conversation you’ll find ways in which you can help Lynne continue the important work being done at Beachwood. So, if you’ve enjoyed my work, and you’re in a position to make a contribution – no matter how small – please consider donating to this wonderful cause.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Hundred Year Pivot Ep. 1 - Demetri Kofinas Apr 21, 2025

This is a brand new podcast series for which I’ve teamed up with my good friend Demetri Kofinas, to explore and understand the changing world around us.
Welcome to The Hundred Year Pivot.
This joint effort is based on a shared belief that we are living through a once-in-a-century reordering - geopolitical, economic, moral, even spiritual. Everything – our families, societies, and governments- depends on us getting it right.
Demetri and I invite you to join us as we develop novel maps and investment frameworks to help us navigate:
• The breakdown of our existing political and social systems of organization and control
• The emergence of new economic, financial, and monetary trading blocks
• The reprioritization of national and economic security
• The channeling of national savings into a new military and technological arms race
• The development of a new investment paradigm with historic implications for investors

Together, Demetri and I will be speaking with the smartest, most thoughtful people we know to help us chart a path through this gathering storm as we seek to position ourselves, our organizations, and our families for the changes to come.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 97 - Marco Papic Apr 14, 2025

In the latest episode of The Grant Williams Podcast, I sit down with Marko Papic of BCA Research to explore the intricate interplay between geopolitics and the global economy. Marko, a good friend and seasoned geopolitical strategist, walks us through his invaluable framework for understanding the preferences and constraints of policymakers—a critical lens for navigating today’s rapidly shifting dynamics—before we dive into trade wars and regional integration in a conversation which delves into how political decisions are shaping financial markets and economic opportunities around the world.

Also discussed the Trump administration’s use of tariffs and trade wars, which Marko analyzes through the prism of U.S. constraints compared to other nations, and Europe’s unique position to capitalize on current geopolitical shifts, particularly through deeper integration and increased investment prospects. Meanwhile, Marko explains why China faces significant challenges in stimulating domestic demand while grappling with risks such as potential conflict over Taiwan. Marko’s insights provide an invaluable guide to understanding the complexities of today’s geopolitical landscape and their far-reaching implications for economies and markets worldwide.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 96 - Kathleen Thelen Apr 08, 2025

This terrific discussion with Kathleen Thelen examines the historical origins and rise of large retail chains and e-commerce platforms in the United States, tracing the parallels between the business models of early mail-order retailers like Sears Roebuck and modern companies like Amazon. Kathleen explainss how antitrust laws and the fragmented regulatory environment in the US enabled the growth of these large, low-cost retailers by making it difficult for alternative models like consumer cooperatives to gain a foothold.

We focus on the reliance on low-wage labor and how the prioritizing of low prices over other considerations has become deeply embedded in the American consumer economy and, as the retail landscape has shifted with the rise of Amazon and other online shopping, she suggests that this business model remains difficult to dislodge due to the coalition of interests – manufacturers, third-party sellers, and consumers themselves – that have come to depend on these large retail platforms.

The importance of the centrality of the American consumer to the US economy has significant implications for the future as factors like inflation, tighter credit, and labor organizing threaten to challenge the dominance of the current retail giants.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 55 - Fred Hickey PREVIEW Mar 20, 2025

Joining Fleck and me for the latest episode of The End Game is our mutual friend, Fred Hickey, the renowned High Tech Strategist. As always, Fted offers a compelling analysis of the gold and gold mining markets and, with gold tripling in price since its 2015 bottom and, while recent surges have been driven by geopolitical turmoil, money printing, and central bank buying, Fred cautions that the gold market may be overbought in the short-term and could face a correction.

When it comes to gold mining stocks, Fred is highly selective, favoring well-run companies in safe jurisdictions with high-grade deposits and conservative management and he runs us through his favourites in the sector before the conversation shifts to Fred’s skepticism about the recent hype surrounding AI and generative AI. He views the space as an unsustainable bubble, driven by excessive spending and deteriorating economics at major tech companies and makes several bold prediction around how the AI bubble could lead to a broader market downturn.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 95 - Thomas Thornton Mar 10, 2025

Joining me for the latest episode of The Grant Williams Podcast is my old mate Tommy Thornton of Hedge Fund Telemetry and, in a market increasingly driven by speculation and the allure of quick riches, we discuss whether investors are playing a dangerous game as a “gambler’s mentality” grips Wall Street – making excessive risk and leverage the norm. Tommy also challenges the prevailing narrative of ever-rising stock prices and questions the disconnect between market valuations and the underlying fundamentals of many companies.

From Nvidia’s AI-fueled ascent to the precarious perch of Tesla’s insane valuation, Tommy delves into the potential for market volatility to return with a vengeance, and the complex challenges facing the Federal Reserve and the economic policies of the incoming Trump administration.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Narrative Game Ep. 10: Into The Moral Vacuum We Go… - FULL EPISODE Mar 06, 2025

In a thought-provoking return for The Narrative Game, Dr. Ben Hunt and I engage in a candid conversation about the soul of America, exploring the unsettling trends eroding the nation’s moral compass. We dissect the alarming shift toward prioritizing power, efficiency, and leverage over traditional values like justice, liberty, and the common good and together we paint a picture of a society inching closer to totalitarianism, grappling with the rejection of the ideal that the U.S. should be a moral force on the world stage.

Beyond the diagnosis, we offer potential paths forward in these challenging times, as our discussion delves into the importance of building strong, trusted communities and finding solace in religion and spirituality, even for those who may not consider themselves traditionally religious. We highlight the urgent need to combat the erosion of community and shared values, fostering integrity and purpose amidst the rising tide of polarization and cynicism. This episode is a call to action, urging listeners to seek deeper connections and moral guidance to navigate the turbulent waters ahead.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 94 - Ronan Manly FULL EPISODE Mar 03, 2025

In the latest episode of The Grant Williams Podcast, Ronan Manly joins me for a deep dive into the fascinating world of the gold market. We explore its rich history and intricate structure, from the pivotal roles of the London Bullion Market Association (LBMA) and the COMEX futures exchange in shaping global trade, to the concept of ‘unallocated gold’ and the fractional reserve system that underpins much of the market.
We also examine the recent surge in central bank demand for physical gold, a trend that’s straining delivery systems and causing delays at institutions like the Bank of England. Against a backdrop of rising geopolitical tensions, we discuss how these dynamics could signal a shift away from the US dollar-based monetary system, potentially positioning gold as a cornerstone of international trade or even as backing for new regional currencies.
Finally, we tackle the possibility of a seismic event in the paper gold market—where pricing power might move from London to exchanges like Shanghai—leading to a divergence between paper and physical gold prices.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 93 - Steve Diggle Feb 21, 2025

In the latest episode of The Grant Williams Podcast, Steve Diggle of Vulpes Investment Management discusses his return to the volatility trading space after a 14-year hiatus. Steve cites several key factors that have led him to believe the risk-reward dynamic for downside hedging is now more favorable, including elevated market valuations, reduced central bank intervention capabilities, and the unpredictability of the Trump administration.

Steve also provides an update on the biotech industry, which has faced significant challenges in the post-COVID environment. He sees an unprecedented opportunity to invest in promising biotech companies whose valuations have collapsed, though caveat emptor, as the level of complexity and risk involved is significant.
If Steve is right, markets are facing heightened uncertainty that could lead to significantly increased volatility-a situation which makes the timing perfect for his ‘particular set of skills’ as downside protection strategies become first more attractive, and then imperative.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 92 - Adam Rozencwajg Feb 18, 2025

In a fascinating discussion, I sit down with Adam Rozencwajg of Goehring and Rozencwajg to delve into the intricate world of commodity markets and their far-reaching implications for the global economy. The conversation uncovers a hidden dynamic in the financial landscape, where the suppression of commodity markets is fueling a widespread carry trade that has investors heavily leveraged in growth and speculative stocks. As Adam explains, this delicate balance could be on the verge of a dramatic shift, potentially leading to a significant revaluation of real assets.

We also explore the future of energy, with a particular focus on the transformative potential of nuclear power. Adam highlights the promise of small modular reactor technology as a game-changer in the pursuit of clean, safe, and efficient energy sources and addresses the limitations of the U.S. shale boom and its implications for domestic oil and gas production. Finally, the conversation concludes with an exploration of gold’s resurgence as a monetary asset, hinting at possible changes in the global financial system that could reshape the economic landscape for years to come.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 91 - Andrew McDermott Feb 15, 2025

In this episode I’m joined by Andrew McDermott of Mission Value Partners to explore Japan’s remarkable journey from economic dominance to stagnation and its ongoing revival as a hub of opportunity. Andrew delves into how Japan has adapted to challenges such as demographic shifts and monetary policy constraints while maintaining its global relevance. He argues that Japan’s transformation offers valuable lessons for investors and policymakers alike, and, as Western investors increasingly take note of Japan’s strong corporate management and innovative strategies, our discussion sheds light on why Japan remains an inspiring example of reinvention in a rapidly changing world.

Despite critics long pointing to missteps by Japan’s central bank and corporate culture during this period, Andrew explains how, beneath the surface, Japanese companies have been quietly transforming—streamlining operations, prioritizing quality, and adopting shareholder-friendly practices, to the point where, today, many of these firms are considered paragons of efficiency and governance, attracting high-profile investors like Warren Buffett (who was given a little personal nudge along the road to investing in Japan by none other than Andrew himself).

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 90 - Demetri Kofinas FULL EPISODE Feb 04, 2025

In a deeply personal and startlingly frank conversation, my great friend Demetri Kofinas and I dissect the current state of the world around us looking for answers to what is, perhaps, a set of unsolvable problems that simply need to play out to their predetermined conclusion.
In a necessarily freeform conversation, Demetri offers a compelling exploration of the concept of “financial nihilism,” a provocative investment philosophy that sees speculative assets as devoid of intrinsic value, before we delve into the societal and economic forces driving this mindset, including the erosion of trust in institutions, the corruption of money the prolific rise of gambling in everyday life, and the absence of both consequences and accountability for bad actors.
Together, we examine the rise of populism and moral decay, questioning whether these trends signal an inevitable descent into chaos or an opportunity for systemic reform and, while we struggle to find any sunny conclusions from the depths of personal reflection, what emerges is a sobering yet thought-provoking analysis of our current trajectory which seems set to take us further into the abyss.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 54 - Dan Oliver PREVIEW Feb 02, 2025

In another captivating episode of The End Game Fleck and I are joined by returning special guest Dan Oliver for a deep dive into the current state of global financial markets as we explore the potential consequences of shifting liquidity dynamics and their impact on the financial landscape.

Dan brings a wealth of knowledge to the table as he dissects the various sources of liquidity that are currently undergoing significant changes. From interest rate policies to the Federal Reserve’s balance sheet reduction and the Treasury’s management of its account, Dan paints a comprehensive picture of the challenges facing the financial system.

Picking apart the intricate web of political dynamics between key financial institutions, Dan offers insights into the potential conflicts and hurdles that lie ahead and, as the discussion unfolds, we examine the broader implications of the bubble-like conditions in financial markets, drawing parallels to historical financial frenzies and their inevitable conclusions.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 89 - Kris Sidial Jan 23, 2025

In the latest episode of The Grant Williams Podcast, volatility manager and Ambrus Group co-CIO Kris Sidial, returns for a thought-provoking conversation which delves into the intricacies of financial market volatility. The discussion covers a wide range of themes, beginning with an analysis of recent shifts in volatility markets that have surprised many observers before exploring the impact of institutional investor behavior on equity market dynamics, as Kris sheds light on how large-scale positioning can lead to extreme market moves.
Also under the microscope are the psychological aspects of volatility trading, as Kris offers valuable insights into the mindset required for success in what is an immensely challenging field.
Throughout the conversation, Kris shares his expertise on the factors driving market instability and offers a forward-looking perspective on potential sources of future volatility, including the growing importance of bond and currency markets, providing a rare insider’s view of the complex world of volatility trading and its far-reaching implications for broader market stability.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 88 - Simon Mikhailovich Jan 19, 2025

In the latest episode of The Grant Williams Podcast, Simon Mikhailovich returns to explore the increasingly intertwined worlds of geopolitics, economics, and financial markets. As we enter a period of heightened global uncertainty, Simon offers valuable insights into the shifting landscape of possibilities and probabilities for major geopolitical events. The discussion delves into the “geopoliticization” of various aspects of our lives, examining how national security concerns are now taking precedence over financial and economic stability for governments worldwide. Simon also highlights the potential for severe disruptions and their cascading effects, using examples like the California wildfires to illustrate the far-reaching impacts on US finances and foreign policy.

Throughout a thought-provoking conversation, the complex, interconnected nature of global events in our current environment and the importance of personal preparedness in the face of growing risks are reinforced in multiple ways.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 87 - Felix Zulauf Jan 16, 2025

In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tensions. Felix paints a sobering picture of the global economic landscape, highlighting China’s deflationary balance sheet recession, Europe’s political stagnation, and the United States’ deceptively strong economy masking an impending slowdown. He warns of potential market corrections, a shift from growth to value stocks, and the challenges facing inexperienced traders in these turbulent times. Additionally, we discuss the broader geopolitical context, including U.S.-China tensions and evolving political dynamics in Europe, all of which contribute to an environment of heightened uncertainty and risk.

Just Felix being Felix… but, as always, Felix being Felix is supremely interesting stuff!

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 83 - David Murrin Oct 25, 2024

In the latest episode of The Grant Williams podcast, I’m joined by Global Forecaster, David Murrin who offers us some valuable insight into his background before we dive into a riveting discussion about lateral versus linear thinking, the cycles of empires, and the geopolitical tensions between the West and China.

David argues that the West is in decline while China is an ascendant power seeking global dominance and predicts an escalating series of conflicts, potentially leading to a third world war in the coming decade as China seeks to displace the US as the global hegemon.

David’s detailed analysis of China’s strategic approach and the West’s vulnerabilities make a compelling case that the world is heading towards a major confrontation with grave consequences.

Some of the issues discussed may prove challenging for listeners, but engaging with these difficult topics and considering their implications for the future are, without doubt, an important use of your time.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 81 - Jeff Sarti Sep 26, 2024

Jeff Sarti of Morton Wealth in Calabasas, CA joins me for a discussion around the ever-evolving dynamic between investor and manager the difficulties inherent in navigating changing economic circumstances through a more unconventional, more resilient approach to investing. Jeff explains how he and his colleagues try to think differently about investment strategies and portfolio diversification, particularly in the current economic environment. Jeff’s focus on building resilient portfolios that can withstand market volatility, rather than just chasing returns can be a difficult proposition in a world where quarterly returns against a benchmark have become many investors’ most important yardstick. We discuss the the importance of educating investors on long-term thinking and owning their portfolios, not just renting them and follow the breadcrumbs to how the impact of central bank policies and the growing debt burdens facing many countries, influence investment strategies focused on hard assets and hedges against inflation.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 20: FORE! He’s A Jolly Good Fellow??? PREVIEW Aug 09, 2024

Doomberg and I discuss various topics including Donald Trump’s golf swing and the potential importance of his recent round with Bryson DeChambeau, the assassination attempt made on Trump’s life the week prior to its airing on YouTube, conspiracy theories surrounding the Kennedy assassination, the standing down of Joe Biden, and the potential nomination of Kamala Harris and the conspicuous lack of media coverage since these major upheavals in American politics took place. This one will no doubt set a few tongues wagging and probably drive plenty of emails from those energized by the subject matter but, at the end of the day, please try to remember that I’m just a boy, standing in front of a Green Chicken, asking it to talk to me.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast: Shifts Happen - Episode Eight FULL EPISODE Jul 17, 2024

In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his predictions suggest that their industry may become obsolete. We also discuss the possibility that policymakers either don’t understand the situation, refuse to acknowledge it, or are too deep in to change course, and Luke also highlights the need for a new benchmark for pristine collateral, which he believes will be gold. Also under the microscope is the latest CBO report, which shows the need for a “super bubble” in the US, and Luke offers an explanation as to why he believes a recession in the US is unlikely. Finally, we conclude by looking at the potential outcomes of the current fiscal situation, including the possibility of retrenchment and reshoring or a dangerous escalation leading to nuclear war. Plenty to think about here with Luke once again on top form.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 51 - Cem Karsan PREVIEW Jul 16, 2024

In this episode of The End Game, Bill and Grant are joined by returning guest, Cem Karsan, founder of Kai Volatility, for a mind-bending conversation about the importance and influence of structural flows passive investing and structured products. Cem explains that the market is currently being supported by these structural flows, which have kept the market from experiencing normal fundamentals. However, Cem explains why he believes that at some point, these structural forces will be overcome by fundamental negatives and valuations, leading to a major market correction. Also discussed are the importance of volatility and dispersion in the market, and how these factors can indicate the health of the underlying supply of volatility. and we also touch on the potential for inflation and the role of central banks in managing the debt and inflationary pressures. Cem warns that, while the market may continue to rise in the short term, there are significant risks and challenges ahead that could lead to a major market downturn so beware!

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 50 - Le Shrub PREVIEW Jul 15, 2024

In this episode of The End Game, Bill and Grant are joined by the excellent “Le Shrub,” an anonymous Twitter account both of us have followed religiously for several years. Le Shrub discusses his approach to investing and his use of social media as a feedback loop mechanism. He also shares his views on Japan’s monetary policy, the role of gold and real assets as hedges against fiscal recklessness, and the potential for a market crash after the US election. We discuss the importance of having an outsized allocation to commodities and cash-flowing assets to protect against the risks posed by policymakers’ monetary and fiscal policies, and the significance of certain events, such as the South African elections and the recent Freddie Mac proposal, in shaping market dynamics.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 19: Chicken In A China Shop PREVIEW Jul 14, 2024

In the latest episode of This Week In Doom, Grant and Doomberg turn their focus to China’s strategic push to become self-sufficient in semiconductor technology, drawing parallels to its successes in electric vehicles and solar energy. Along the way, Doomberg highlights China’s use of intellectual property theft and internal competition to establish national champions like Huawei and we also cover the geopolitical implications of U.S. and European sanctions on China, emphasizing the potential for China to dominate despite Western efforts. Finally, we pick apart the shifting global power dynamics, particularly the weakening of U.S. dollar hegemony and the strengthening alliance between China, Russia, and the global south as we try our hardest to figure out what the hell happens next.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 49 - Paulo Macro PREVIEW Jul 13, 2024

Joining Bill and me for the latest episode of The End Game is fintwit superstar Paulo Macro as we pick apart the problems facing a series of central banks and try to handicap the various outcomes they face as The End Game approaches. On the slate are the Japanese economy, the yen, the Chinese renminbi, and the outlook for gold, with Paulo suggesting that Japan may have a longer road ahead in terms of fighting external pressures and that the BoJ may be able to turn the tide on the yen in the near- to medium-term. We also discusses the possibility of China allowing the renminbi to appreciate rather than devalue, the potential for a weaker dollar to drive the rest of the world’s economies and why Paulo thinks gold is acting more like a currency that may continue to strengthen against other fiat. Finally, Paulo explains why he believes the trading environment is set to become more challenging and that experienced traders will need to be more selective in their strategies.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 79 - Mark J. Higgins May 10, 2024

Joining me for this episode of The Grant Williams Podcast, is author Mark J. Higgins who has just published his excellent new book ‘Investing in US Financial History.’ We begin by discussing the overall importance of understanding financial history and segue into a conversation about the comprehensive narrative of the US financial system from 1790 to the present which his book provides. Mark highlights the role of key figures such as Alexander Hamilton, discusses the establishment of the Federal Reserve in 1913 and introduces one of the least-known, but perhaps biggest trailblazing characters in US financial history: Hetty Green. Higgins also shares his insights on investor behavior and the cyclical nature of markets, as well as his views on the current crypto craze. Throw in Ray Dalio, Andrew Jackson, Robert Triffin and Charlie Munger and there’s something for everyone in this excellent conversation.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 48 - Gerard Minack PREVIEW Apr 26, 2024

Joining Bill Fleckenstein and me once again is our favourite Aussie-based analyst, Gerard Minack, who returns to The End Game to discuss various topics including Japan’s economy and market, US fiscal and monetary policy, central bank independence, gold, and the US dollar. Gerard shares his views on Japan, explaining that while he believes the Japanese equity market is worth being bullish about, he’s not quite as optimistic about the country’s economy. He also addresses the issue of everybody’s favourite issue – Japan’s public sector debt, which Gerard believes is often exaggerated and that the crucial figure to understand -net debt – is actually much lower. We also zero in on the importance of wage growth in Japan and its impact on inflation before pivoting to discuss the broader global markets, where he sees a major gap between market expectations and actual economic conditions. Gerard believes the market is far too optimistic about earnings growth and that there is a risk of a correction in the near future. Other topics under discussion include the US dollar and the recent movements in gold and copper prices.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Super Terrific Happy Hour Ep. 22 - Let's Give Them Something To Talk About Apr 15, 2024

Steph and Grant return to discuss allllll kinds of stuff including (but not limited to) private credit, the Fed’s balance sheet (I know, I know) inflation and the reality around the market’s curious reliance upon rate cuts.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 78 - Travis Kling FULL EPISODE Apr 09, 2024

My guest on this edition of The Grant Williams Podcast is Travis Kling of Ikigai Asset Management, who joins me to explore a concept gaining increasing traction in today’s market environment – financial nihilism. Along the way, we also discuss the delicate balance between keeping interest rates low and inflating our way out of debt, the challenges faced by central banks in managing monetary policy to support economic growth while preventing excessive inflation and the potential impact of technological innovation on inflation as well as the possibility of a great wealth transfer from older generations to younger ones. Of course, we couldn’t end without a discussion around the role of cryptocurrencies in this changing economic landscape, so there’s that as well…

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 77 - Brent Johnson Apr 09, 2024

Joining me on this episode of The Grant Williams Podcast is my great friend Brent Johnson of Santiago Capital, for a discussion about global markets and, of course, The Milkshake Theory.

Brent explains how he uses the Theory as a framework to help him understand how a sovereign debt and currency crisis might play out and how, though he’s been uncertain about markets recently, this framework has helped him navigate the volatility.

Brent emphasizes the importance of remaining objective and questioning one’s own beliefs, as well as the need to be prepared for drawdowns in asset prices as we discusses the extraordinary bull market in certainty and the importance of diversification. There’s also time for a look at the current political situation in the US and its potential impact on the markets with Brent arguing that, while the US may be facing political and economic turmoil, the rest of the world still relies heavily on the US dollar, and a divided US would be a disaster for the global economy. Something for everyone in here…

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 76 - Michael Howell Mar 28, 2024

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets. Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt. He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 75 - Remi Tetot Mar 20, 2024

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research. We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector. Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 18: Something For Everyone PREVIEW Mar 06, 2024

Join Doomberg and I as we discuss several topics sure to stir even the most languid of blood including the ongoing conflict between Russia and Ukraine, the changing nature of warfare with the rise of drone technology, and the concept of peak cheap oil. Doomberg’s argument that peak cheap oil is a fallacy and that human ingenuity will always find ways to extract and produce more hydrocarbons has garnered plenty of attention (and pushback) in recent weeks so here’s another chance to understand why and to hear about the backlash they received for their views on the matter. Finally, just when you think we’ve run out of controversial subjects, the conversation turns to an upcoming piece on the assault on climate denialism and the labeling of certain views as hate speech…

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast: Shifts Happen - Episode Seven FULL EPISODE Feb 16, 2024

A long-overdue episode seven of Shifts Happen sees Luke Gromen return to discuss the pace at which three things are happening: the acceleration of the US fiscal crisis and debt spiral, the Fed’s policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets.

Luke explains that China needs to de-dollarize its oil imports and commodity imports to avoid a currency crisis, which is driving the de-dollarization of global oil markets and also highlights the importance of gold in this process, as China needs gold to work in order to improve its standards of living and avoid a crisis.

Luke believes gold will continue to rise in price, and that the pace of events is accelerating towards a US fiscal crisis. He explains the US is facing a fiscal crisis due to its high debt and deficits, and the lack of price-sensitive buyers for its treasuries and that the Fed’s choice is not inflation or deflation, but rather how it wants to lose the long end of the yield curve

Plenty of food for thought here with Luke on fine form.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 74 - Julian Brigden 2024 Feb 07, 2024

As we ease our way into 2024, I’m delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest!

This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy.

He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but… Here we go…

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 47 - The Two Mikes PREVIEW Jan 26, 2024

Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum.

From the growth of passive investing and its potential impact on the market to the importance of understanding the holdings and flows of passive funds, The Two Mikes hold court in typically forthright fashion.

Also under the microscope are the behavior of stocks like Tesla and Apple, and how fundamental valuations will eventually come into play. The conversation then shifts to the influence of politics on the market, with a focus on the actions of the Treasury and the potential impact of the upcoming election.

Finally, we discuss the role of the Federal Reserve and its recent policies, somehow managing to trigger just about every group along the way.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast: Peter Zeihan - FULL EPISODE Jan 11, 2024

My guest in this edition of The Grant Williams Podcast is a man who finds both himself and his field of expertise at the very heart of recent events in Ukraine, geopolitical strategist and author, Peter Zeihan.

Peter’s books, The Absent Superpower, The Accidental Superpower and Disunited Nations have been incredibly helpful to me in understanding the strengths and weaknesses of not just the global geopolitical landscape as a whole, but also the individual countries involved in the escalating tensions.

His upcoming book The End Of The World Is Just The Beginning is set to be an absolutely invaluable addition to his excellent work.

In what is an intensely though-provoking and painfully realistic assessment of the war in Ukraine, Peter pulls no punches in laying out where we currently stand, why we are where we are, and the many painful roads the world may well travel from here in the weeks and months to come.

This conversation isn’t for the faint of heart, but Peter’s understanding of the range of outcomes available to us is incredibly valuable at what is shaping up to be a pivotal time for mankind in so many ways.

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game and the brand new series This Week In Doom, featuring my co-host, Doomberg, is available to Copper and Silver Tier subscribers at my website www.grant-williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to www.grant-williams.com and join our exciting community today!

And with that, please enjoy the show!!

The Grant Williams Podcast Ep. 73 - Michael Oliver 2023 Dec 31, 2023

Joining me for the final episode of The Grant Williams Podcast in 2023 is returning guest, Michael Oliver, the brains behind Momentum Structural Analysis (MSA) – one of the most original and, in my experience, accurate forecasters of asset prices right across the spectrum.

In a hugely enjoyable conversation, we discuss the current state of the markets and what to expect in 2024. Michael explains his unique approach to technical analysis, which focuses on momentum rather than price, and emphasizes the importance of looking at long-term trend structures and how they can provide a different perspective on market patterns.

Also under the microscope are the potential impact of the upcoming US elections and the increasing division in the country. Michael explains why he believes that there is no outcome of the election that will be peaceful and that this could have significant implications for the markets.

Lastly, he also highlights the potential for a rally in gold and commodity-related stocks. Whichever way you cut it, Michael’s analysis suggests that investors should be cautious in the face of potential market volatility in the coming year.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 72 - Jesper Koll Dec 29, 2023

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy.

Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization.

Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 17 - Moles, Meat & Mayhem - FULL EPISODE Dec 09, 2023

The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the 'creation' of hydrogen and the ongoing attempts to wean the world off a diet of meat.

As always, Doomberg brings a little much-needed sanity to the debates around all three issues, using outdated concepts such as science and common sense to debunk much of what mainstream media is force-feeding its consumers.

As the world around us gets a little more unhinged with each passing day, we're fortunate to be able to call upon a cartoon fowl to provide a little perspective.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 67 - Felix Zulauf Dec 06, 2023

Returning to The Grant Williams Podcast for the latest episode is my dear friend, and most requested guest, Felix Zulauf.

Once again, Felix offers a comprehensive roadmap for the coming months, including another tour de force assessment of bond markets, equity markets, currencies, commodities and the various (and mounting) geopolitical challenges facing investors in all corners of the globe.

Felix walks us through his framework for 2024 and 2025, explains where adjustments have been made from his eerily prescient predictions a year ago and outlines the results of his constant reevaluation of the various short- and long-term cycles which form the foundation of his extraordinary work.

Bitcoin, gold, the Japanese yen and yes (TRIGGER WARNING), climate change all come under Felix’s microscope, so sit back and enjoy one of the true greats of our business in full flow.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 66 - Zeke Faux Nov 19, 2023

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 45 - James Aitken PREVIEW Oct 23, 2023

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity culture in Japan which, it’s fair to say, would send the horses scuttling from the barn. James also highlights the potential spillover effects and changes in incentives for Japanese savers, which could impact global bond markets and capital flows.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 64 - Diana Choyleva Oct 19, 2023

Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization in China’s economic transformation and the potential risks and opportunities it presents. Also emphasised is the importance of understanding the complexities of China’s economy and its geopolitical ambitions.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Super Terrific Happy Hour Ep. 19 - How do you solve a problem like inflation? Oct 08, 2023

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.

James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it.

Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 63 - David Hay Sep 10, 2023

Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.

Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.

This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.

Definitely a conversation not to be missed.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 62 - Chris Joye Sep 01, 2023

Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the conversation more than lived up to my lofty expectations. Subjects under discussion include why Chris believes the market is underestimating how long higher inflation will persist (and the ramifications that will surely follow), why he believes this time the world’s central banks will be forced […]

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 61 - Marvin Barth Aug 24, 2023

Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth of experience has spawned an incredibly original and extremely broad perspective on just about every aspect of financial markets. In a remarkable and wide-ranging conversation, Marvin explains how he uses thematic ideas to help understand and explain market movements and we dig deep into several

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 45 - Kris Sidial PREVIEW Aug 14, 2023

Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated 'bleed' in premium during times of dampened volatility so, with September fast-approaching, we thought it was a perfect time to chat with him as markets prepare to wake from their traditional summer slumbers.

Kris' thoughts about what to expect as we move towards the back end of 2023 are incredibly interesting, with his expected scenario for the rest of this year having the potential to create quite the stir in markets lulled to sleep by the constant downward pressure on vol over recent years.

Buckle up, folks!

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 60 - Richard O’Leary Jul 27, 2023

Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O'Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world.

Through his background as a senior marketing executive, Richard's deep understanding of brand and IP helped him identify what is a multi-billion dollar gap in a world where content is being created in ever-more diverse media.

What role can Blockchain play in finding a potential solution to the problem of IP theft and how can technology secure the rights to artists' work as human creativity continues to push new boundaries? Tune in and find out.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast: Shifts Happen - Episode Six PREVIEW Jul 25, 2023

The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies.

Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer.

Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW Jul 15, 2023

Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area.

Several of Tom's letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking for undervalued, sustainable businesses goes about navigating the new investment landscape - one of rising rates, falling inflation and ever-escalating madness.

Our conversation took numerous twists and turns from value investing to debt and, eventually, onto energy and each of those turns made for highly thought-provoking discussion.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE Jul 07, 2023

Joining me in this episode of The Grant Williams Podcast is the Sydney-based CEO of Freelancer.com, Matt Barrie.
Matt was recently invited to give the opening keynote at the Sydney Morning Herald's Sydney 2050 Summit and, it's safe to say that, once Matt left the stage 40 minutes later, the room had been stunned into silence.
The Australia Matt laid bare was a long way from the idyllic, sun-kissed 'Lucky Country' of popular consciousness and far more in keeping with the portrait painted in the pages of Things That Make You Go Hmmm... over the last several years, so it was with great relish that I invited Matt onto the podcast to tell that same story and discuss the reaction to it.
The full text of Matt's stellar speech can be found HERE and a video of his opening keynote is HERE.
I'd strongly urge listeners to either read or watch Matt's speech in full. It is, as they say Down Under, a ripper!

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW May 25, 2023

Joining me in this episode of The Grant Williams Podcast is Matt Stoller, former Congressional staffer and author of Goliath: The 100-Year War Between Monopoly Power and Democracy and the excellent Substack BIG.
Matt's work on the threat posed by monopoly power is exceptional and, in this fascinating conversation we cover the challenges he's faced in taking on Big Tech monopolies, the anti-capitalist consequences of monopolistic corporate power, his experiences on The Hill during the 2008 Global Financial Crisis and his bipartisan approach to changing the current political landscape in the United States.
There's so much at stake as large corporations tighten their collective grip on the throat of the consumer and Matt offers an insightful look both backward and forward in trying to assess where things went wrong, and how they might be fixed.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW May 25, 2023

Joining me on this edition of The Grant Williams Podcast is returning guest, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, LLC in Dallas, TX.
Danielle's knowledge of the inner workings of the Federal Reserve has been invaluable both to her clients and the broader financial community in recent years and her analysis of the predicament in which the Fed finds itself and the fast-disappearing options at their disposal to extricate themselves has found a hungry audience.
This time up, Danielle explains her latest thinking on the state of the economy, how we might be facing an abrupt economic air pocket, the political vulnerability of House Speaker McCarthy, and even the odds of the US splintering via a series of succession movements.
It's compelling stuff, folks!
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW May 01, 2023

Episode Five of Shifts Happen brings into focus the recent 'quickening' around the de-dollarization narrative and the impossible-to-ignore elevation in comments from world leaders questioning the logic underpinning their forced adoption of the US dollar in many cross-border trades.

From the numerous bilateral trade agreements being struck that circumvent the dollar to the rising percentage of cross border trade being conducted by China in renminbi, Grant and Luke discuss the crucial difference between the dollar as a reserve currency and its role as a reserve asset - one of which is coming under significant threat, one of which remains rock solid.

The extraordinary level of dogmatism on both sides of the argument comes under the microscope and Luke turns to Lucille Ball for an analogy which provides the perfect illustration of the problem facing the US Treasury.

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

The End Game Ep. 43 - Steve Eisman PREVIEW Apr 27, 2023

Bill and Grant return for a no-holds-barred conversation with the great Steve Eisman of The Eisman Group within Neuberger Berman. Steve is no stranger, thanks both to his exploits during the GFC and the stupendous portrayal of those exploits by Steve Carell in the movie version of Michael Lewis' wonderful book, The Big Short.
Steve explains the history of paradigm shifts and tells us why he feels we are at the point of another major change - not only in the investment landscape but also in broader society.
The recent meltdown in the mid-size banking sector comes under the microscope, as do Fed policy, lofty valuations, a likely return to a more familiar investment world, the tech reckoning and the purveyor of a certain set of ETFs focused on 'exponential growth' stocks.
Fun for all the family!

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW Apr 26, 2023

Author Brendan Ballou joins me to discuss his superb new book, Plunder: Private Equity's Plan to Pillage America in the latest episode of The Grant Williams Podcast. After graduating Columbia and Stanford Law, Brendan served as a Federal prosecutor and Special Counsel for Private Equity in the Justice Department's Antitrust Division, where his mandate was to investigate private equity's influence on financial markets.
What he found shocked Brendan and moved him to write a book chronicling the outsize effect private equity has had in so much of American life over the last several decades.
From nursing homes to prison phone companies, Brendan details how private equity has reshaped American business by raising prices, reducing quality, cutting jobs, and shifting resources from productive to unproductive parts of the economy. Forced to take on huge debts and pay extractive fees, companies purchased by private equity firms are often left bankrupt, or shells of their former selves, with consequences to communities that long depended on them.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE Apr 20, 2023

In the ninth episode of The Narrative Game, Epsilon Theory's Dr. Ben Hunt returns to discuss the narrative aspects of the sudden surge in mainstream commentary around the drive towards de-dollarization on the part of China, Russia, Iran et al. Suffice to say, all is not what it might seem.
Elsewhere, with the indictment of former President, Donald J. Trump filling the news cycle, Ben offers a few thoughts on the potential motives behind the headlines, who might stand to benefit and whether this particular strategy might pay off.
Finally, we discuss the revolution that is ChatGPT and how AI may disrupt the workplace and Ben clues us in on the upcoming Epsilon Connect event in Nashville, TN when he, Rusty Guinn and a host of speakers (including Yours Truly) will bring the narrative world to life in living, breathing colour.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE Mar 15, 2023

My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the College of William & Mary. Peter's stellar work on the importance of mood and confidence has long been an important touchpoint for me when evaluating market conditions and likely paths ahead - never more so than this week.

Given recent events, I wanted to try and add something to a conversation that has become noisier by the day. There are plenty of opinions and perspectives flying around (to which I'll add my own in this weekend's Things That Make You Go Hmmm…) and so it felt as though a conversation with Peter about the effect the twin collapses of Silicon Valley Bank and Signature Bank this week are likely to have on public mood was a better contribution than debating the fast-moving details of what's happening.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW Mar 13, 2023

My guest on this episode of The Grant Williams Podcast is Diana Choyleva, the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting company that focuses on China and its global impact.
Our conversation centres, of course, around China, as Diana explains how her background growing up in Bulgaria has helped her understand the ways in which the Communist Party of China both thinks and functions.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW Mar 13, 2023

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O'Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW Mar 02, 2023

My returning guest on this episode of The Grant Williams Podcast is a dear friend of many years - Simon Hunt, founder and proprietor of Simon Hunt Strategic Services.
Simon's experience in China over four decades has provided me with an important counterpoint to many Western-based views of the Middle Kingdom over the years - one firmly rooted in personal experience, deep personal connections and a willingness to look past consensus thinking.
In this conversation, we discuss the status quo in China along with the wider geopolitical situation, Simon's roadmap for the next couple of years and... TRIGGER ALERT... we expand upon comments Simon made about non-consensus climate change possibilities during his last appearance on the podcast.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE Mar 02, 2023

OK Folks, buckle up as things are about to take a turn for the extra-terrestrial as my guest, David Dorr of Dorr Asset management returns to the podcast to discuss the recent spate of Unidentified Flying Object sightings which has been blanketing the media over the last several weeks.
David has been following this story for many years and he joins me to explain several key changes in the attitude to UFOs on the part of governments, chronicle the evolution in transparency around the subject, confirm a few conspiracy theories, highlight some key names in the world of extra-terrestrial observation we'd do well to follow as things evolve from here and even talk about some investment themes around what he calls 'Intergalactic Macro'.
This conversation was unexpected, unplanned and just so much fun to be a part of and it left me with plenty to ponder...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE Mar 02, 2023

In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh's article about the destruction of the Nord Stream Pipeline.
As always, Doomie doesn't shy away from offering a thoughtful and well-researched appraisal of both events and, as always, the team's assessments have stirred up plenty of emotion amongst their readership.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 46- Michael Howell PREVIEW Feb 13, 2023

After a hiatus forced by technical issues in the editing bay, we're back with the first of three new episodes this week - this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment.
After a useful primer on the different ways of thinking about liquidity as a phenomenon, Michael explains why and how Japan is the canary in the coal mine we've all feared it to be for so long, highlights the dangers of the crowding out of private capital in sovereign bond markets and dissects the likely fallout from a Fed pivot that he now believes is inevitable.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW Dec 28, 2022

My returning guest in this edition of The Grant Williams Podcast is David Dorr of Dorr Asset Management. David returns to discuss the fallout from FTX, the toppling dominoes it may set in motion, and what it means for the likes of Binance, DCG and Tether.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE Dec 23, 2022

My guest on this episode of The Grant Williams Podcast is Kim Ann Curtin, aka The Wall Street Coach. Kim, a 24-year veteran of Wall Street, has traded Brooklyn for Big Island of Hawai'i, where she has established an executive and trading coaching practice that works with a series of founders, CEOs and senior level executives at Fortune 500 companies around the world to help them hone and sharpen their performance.

In a fascinating conversation, Kim and I begin with the subject of fear, greed and need before branching out into a discussion about universal needs and how investors are wired to require certain things in order to function effectively.

What are those things and how do we harness our understanding of them to improve out performance? Listen in and Kim will tell you...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 39 - David Einhorn PREVIEW Oct 30, 2022

The latest guest to grace The End Game series is hedge fund legend, value investor, reformed shortseller and poker wizard, David Einhorn.
In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market and the likelihood that inflation, far from being transitory, is now structural.
Throw in a dissection of where central banks find themselves, and a fascinating glimpse into David's experiences at some of the highest stakes poker tables in the world and you have all the ingredients necessary for a classic End Game conversation.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 38 - James Aitken PREVIEW Oct 30, 2022

When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I dropped everything and got him on the phone immediately.
In this superb conversation, James lays out how and why the turmoil in the UK happened and explains the implications — which extend into the depths of financial market plumbing, an area James knows better than just about anybody.
LDIs, Linkers, the box into which the Fed has painted itself and the dreadful predicament facing the BoJ all come under the microscope as James picks apart the plumbing as only he can.
Buckle up, folks. Things are about to get really interesting...

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 37 - Gerard Minack PREVIEW Oct 30, 2022

Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take from here.
Gerard’s one-man mission to convince the world that Central Bankers aren’t responsible for the unfolding disaster in financial markets runs headlong into a man with a hammer to whom everything looks like a nail in Fleck but the case Gerard makes is extremely thought-provoking.
As Gerard says, investor sentiment is a three-month trailing average of the price action and, with that as a backdrop, we pick apart recent price action and dig into the ocean of data that Gerard parses for his clients in order to try and figure out what comes next...

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW Oct 23, 2022

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day.

The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.

The war in Ukraine is amplifying the situation in mainstream media headlines but, away from those, there is a balance sheet contest taking place that reveals an entirely different pecking order - one which potentially upends the global power structure.

Western sovereign debt markets are now under immense pressure with liquidity concerns escalating dramatically and currencies starting to move in directions and at speeds that are confounding central banks.

What happens next? Luke has a few ideas and, as always, they are pretty thought-provoking.

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

The End Game Ep. 36 - Ed Chancellor PREVIEW Sep 12, 2022

In the latest episode of The End Game, Bill and Grant welcome author and financial historian non-pareil, Edward Chancellor back to talk about his new book The Price Of Time.

During his first appearance on The End Game, Ed teased us with a book he was in the process of wrapping up which would chronicle the history of interest rates and tell the story of the cost of money over the course of history.

Now, with the book appearing on multiple bestseller lists, Ed joins us to discuss what he learned as he trawled through the history books in search of a story that really is as old as time itself. From biblical times to the modern day malaise engulfing the world’s central banks as they battle the unintended consequences of a decade of artificial interest rates, Ed spins a story that has to be heard and needs to be understood.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE) Sep 06, 2022

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU's creaking energy policy, the effects of sanctions against Russia in the wake of the invasion of Ukraine and what it all means for the future of Europe.

In a two-hour debate filled with insightful analysis, respectful disagreement and thoughtful perspective, we explored multiple facets of the current situation, picked apart the potential outcomes and tried to handicap the likely paths that may be taken from here.

Finally, as the discussion turned to Germany's role in how this all plays out, we welcomed Sir Steven who gave us the benefit of his near-30 years experience building and operating businesses in Germany.

The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW Aug 20, 2022

The latest episode of The Grant Williams Podcast features the wonderful personality and profound intellect of Sir Steven Wilkinson - a man I’ve admired for a long time and who, earlier this year, I had the great pleasure of spending a day with as part of the Gold Tier About Time series.

The genesis of this particular conversation was, as you’ll hear, Steven graciously pointing out to me where I was completely wrong in my thinking about the EU and, in particular, Germany. Having read my last Things That Make You Go Hmmm... and listened to my recent appearance on the excellent Wall Street Silver/Doomberg Spaces to discuss my thoughts on Europe, Steven contacted me to explain where I was off-beam.

Needless to say, I thought my dressing down should be a) public and b) form the basis for a conversation that would make sure everybody ended up better-informed (with the possible exception of Steven!)...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Narrative Game Ep. 8: N.E.W.S. Aug 19, 2022

In the latest episode of The Narrative Game, Ben and Grant discuss the Narrative Early Warning System (N.E.W.S.) developed by Ben and Rusty Guinn to help not just investors, but everybody understand and sidestep the increasing amount of ‘controlled’ news funneled into our social media feeds, news sources and conversations with friends.

NEWS is the culmination of a 30 year-long project which Ben has been developing since his earliest academic research and is designed to alert people to the signals and clues that what you may be reading has been delivered to you at a very specific time in a very specific way and through a very specific medium in order to generate a very specific reaction.

Arming yourself with the defensive weaponry required to sidestep the ‘nudging state’ has never been more important so start fighting back today by listening to Ben.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW Aug 09, 2022

The latest episode of The Grant Williams Podcast sees the welcome return of geopolitical strategist and author, Peter Zeihan - a man who has, in his previous two appearances, shaken many long-held assumptions about the balance of geopolitical power.

This time Peter trains his gaze on Europe, picking apart the strengths and weaknesses of the EU as it tries to navigate its way through the most serious energy crisis in living memory as well as inflation that is headed for double digits.

Peter’s conclusions will likely surprise many as he singles out one particular country where the problems its facing may lead to a catastrophic outcome for both the country in question and the wider European Union.

Oh, of course, there’s still time to talk about China, the US and a post-Brexit Britain which is in the middle of a political crisis all of its own.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW Jul 15, 2022

After his appearance on The End Game last year, I’ve had countless requests to bring back my latest guest for another conversation to discuss the state of the monetary world with a special focus on precious metals and though his encyclopedic historical lens.

Dan Oliver is a great friend and has the kind of brain I never tire of picking so I’m delighted he’s been able to find some time to grace the podcast once again.

In another wonderful conversation, Dan once again dusts off the history books to provide colour and context around the present day predicament faced by central banks and to explain just how crucial liquidity is to properly functioning economies and societies.

Inflations, depressions, manias and panics all come under Dan’s penetrating gaze and the result is podcast perfection.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 35 - Jeff Currie PREVIEW Jul 13, 2022

Episode 35 of The End Game sees Bill and Grant welcome Goldman Sachs Global Investment Research Global Head of Commodities Research, Jeff Currie for a discussion around the current dynamics in the commodities sector and their potential place in The End Game.

Jeff’s thoughts on the importance of the only two asset classes in the green this year — ‘hydrocarbons and carbohydrates’ — are extremely eye-opening and the masterful job he does in explaining the need for positive, pro-energy policy change in an era of overwhelming focus on climate change is both balanced and thought-provoking.

The importance of putting a price on carbon is laid out beautifully, as are the problems with current tax policies and the straitjacket into which policymakers have strapped themselves.

Lastly, Jeff offers his thoughts on gold and precious metals as the road towards The End Game rises up to meet us...

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 34 - Greg Jensen PREVIEW Jul 07, 2022

Episode 34 of The End Game sees the welcome return of Bridgewater Associates co-CIO, Greg Jensen who joins us again to reflect on his enormously prescient first appearance just under a year ago.

(That episode is now available in full at https://www.grant-williams.com/podcast/the-end-game-ep-24-greg-jensen )

During that original conversation, Greg called the current inflationary headwinds roiling the worlds of central bankers and consumers alike and explained how what he saw coming would affect policy decisions and consumer behaviour.

In another superb hour of insightful thinking, and with just about everything he predicted now upon us, Greg offers his thoughts on where we stand and what might come next.

Central bank policy and credibility come under the microscope as does the current environment for liquidity and we dig into Bridgewater’s very vocal bet against Europe. This is another tour de force by one of the brightest minds in the global investment community.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

This Week In Doom Ep. 7 - Kentucky Fired Chicken! Jul 06, 2022

On the seventh episode of This Week In Doom, Grant and The Green Chicken take a dive into some of the recent pieces published by the Doomberg team, zeroing in on ludicrous energy policies, the real definition of the scientific method, the move to censor open debate, the strength of the Russian Ruble and tactics the Biden administration should implement in order defeat Vladimir Putin

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The End Game Ep. 33 - James Aitken PREVIEW Jul 06, 2022

The Lord Of The Dark Matter, James Aitken returns to The End Game to handicap the predicament in which central bankers find themselves now that the RBA has been forced away from yield curve control and Japan's currency and JGBs (the fabled Widowmaker Trade) are once again in the crosshairs of the bond market

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 32 - Judy Shelton PREVIEW Jun 05, 2022

In the latest episode of The End Game, Bill Fleckenstein and I have the great privilege of welcoming Judy Shelton to the podcast for a discussion that helps place one of the key missing pieces into the puzzle we’ve been attempting to assemble – the honest and frank perspective of a central banking insider.

After her nomination to the board of the Federal Reserve by President Donald Trump in 2018, Judy’s appalling treatment at her Senate confirmation hearings demonstrated the very worst of partisan politics at an incredibly toxic time in America.

A letter signed by 100 economists, including seven Nobel laureates, opposing her appointment suggests, to me, at least, that she would have been the perfect person to bring necessary change to an institution whose many failings are becoming more apparent by the day.

Judy’s openness, insight and willingness to discuss the practicalities and limitations of modern-day central banking in this conversation are a breath of fresh air and worthy of our deepest respect and gratitude.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW Jun 01, 2022

Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines are being stretched and, in the case of the EU, economic suicide is being committed.

What happens to the dollar? Will the US balance of payments finally start to matter and what are the chances of a hyperinflationary outcome? All of these questions and more are pondered in the wake of the surprising strength of the rouble and the increasing inflationary pressure being heaped upon Western governments who can’t seem to get out of their own way.

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW May 30, 2022

My guest in this edition of The Grant Williams Podcast is Tarric Brooker, an Aussie analyst who has become a must-follow for me and I think anyone interested in better understanding Australian politics, markets and, of course, the country’s fabled housing bubble.

Tarric and I spoke on the eve of the Australian general election – an event in which the incumbent Liberal PM, Scott Morrison was unceremoniously ousted in favour of Labor’s Anthony Albanese (or ‘Albo’ to Aussie voters!!).

The one thing that both parties have in common is an unhealthy desire to make sure the property market doesn’t crash - however, this time around, with inflation tying the RBA’s hands, the incoming Premier may not have things all his own way...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE May 24, 2022

On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a $60 billion meltdown.

Joining us are two high profile critics of the crypto space, Bennett Tomlin and George Noble. Bennett and his co-host Cas Piancey have been at the forefront of thoughtful criticism of the cryptoverse with their excellent podcast, Crypto Critics Corner, while George has taken the bit between his teeth on behalf of Wall Street and become an Establishment lightning rod determined to force regulators into action.

As always, the subject leads to raised voices and inflamed passions but... would you want it any other way?

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW May 16, 2022

My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception.

Variant Perception’s pedigree is best-in-class. Their research uses a framework of proprietary leading economic and liquidity indicators to identify investment opportunities across asset classes. Those indicators are a great blend which cover tactical, cyclical and structural time horizons.

In this conversation, Tian and I discuss what those indicators are telling him, how inflation changes the landscape, the signals being sent by term premiums and the sea change that may finally allow those brave enough to take on ‘The Widowmaker’ trade to come out on top.

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 32 - David Hay PREVIEW May 16, 2022

Joining me on this installment of The Grant Williams Podcast is my friend, David Hay of Evergreen GaveKal in Bellevue, WA.

David and I discuss the dilemma facing central banks, the ways in which the return of inflation change the investment landscape, the ongoing tech wreck, the importance (and reliability) of David’s preferred measure of breakouts and breakdowns, the painful lessons he learned before discovering that particular measure and energy - a space in which David has been investing for many years

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The End Game Ep. 31 - Michael Kao PREVIEW Apr 24, 2022

Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads have sparked debate and educated thousands.

In this conversation, we discuss multiple threads of The End Game including the changing dynamics in Japan, where Kuroda-san is belatedly realising what Mick & Keith figured out almost 70 years ago: ‘you can’t always get what you want.’

Elsewhere we cover the changing face of both the oil market and the dollar as Michael highlights brilliantly why it’s time to reverse our thinking about which drives price moves in the other, the Russia/Ukraine situation, China’s options and so much more...

As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

The Grant Williams Podcast: Mike Rothman - PREVIEW Apr 24, 2022

My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman.

Mike’s experience in the energy sector is unparalleled - something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets - with a particular focus on oil - and explains where consensus is likely right as well as the places that might cause a few surprises.

Swiftly putting to rest the widely-held belief of a seamless transition to green energy any time in our immediate future, Mike explains why that misconception is problematic and the likely ramifications once realization dawns more broadly.

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen.

The Grant Williams Podcast: Michael Oliver - PREVIEW Apr 08, 2022

My guest in the latest episode of the Grant Williams Podcast is the founder of Momentum Structural Analysis, Michael Oliver.

Over the years, Michael’s proprietary work on the fluctuations in momentum has been extraordinarily good at calling major market inflection points.

Where most focus on price, Michael has demonstrated time and again that momentum not only shows a wholly different market-within-a-market, but that the importance of both waning and building momentum is underestimated by the majority of market participants.

With many of Michael’s important momentum signals flashing red, this seemed like the perfect time to have him join me for a discussion on what he does, how he does it and the current signals his superb work is sending...
As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game and the new series This Week In Doom, with my co-host, and everybody's favourite Green Chicken, Doomberg.

The Grant Williams Podcast: Luke Gromen - FULL EPISODE Mar 12, 2022

My guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.

With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.

The dollar's place at the heart of the financial system is now under serious threat after the sanctions placed on Russia's central bank have fired a warning shot across the bow of every other central bank in the world.

What does this mean for gold? Oil? Bond markets? Currencies? Luke lays it all out in brilliant fashion as he explains why the moves of the last two weeks have changed the financial world as we know it forever.

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game and the brand new series This Week In Doom, featuring my co-host, Doomberg, is available to Copper and Silver Tier subscribers at my website www.grant-williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to www.grant-williams.com and join our exciting community today!

And with that, please enjoy the show!!

This Week In Doom Ep. 2 - Rory Johnston PREVIEW Feb 21, 2022

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.

In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.

From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

The Narrative Game Ep. 6: Metaverse & The Art Of Narrative - PREVIEW Feb 18, 2022

Ben and Grant take a trip into the Metaverse™ to examine how language has been weaponized in an age of Gain of Function research to enable political actors to control the narrative – aided and abetted by Big Tech.

Our innate human understanding of the three-act story arc is being used to cajole and persuade the citizens of the world’s largest democracies to act in very distinct fashion in order to maintain control, but how many of us see through the smokescreen laid by mainstream media and understand the forces aligned against us?

Ben explains the very deliberate way in which we are being desensitized towards money and the slippery slope that lays out before us in a deeply thought-provoking conversation that will have you pondering the possibilities long after the podcast ends...

The Grant Williams Podcast: Rick Rule - PREVIEW Feb 10, 2022

My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule.

Rick has navigated multiple investment cycles in the resource sector and learned every lesson there is to learn about how to (and how not to) invest in natural resources – something which has made his voice an invaluable one in both bull and bear markets alike.

In this conversation, we discuss the uranium market and the effect that the Sprott Physical Uranium Trust (SPUT) has had on supply and demand (as well as Rick’s plans for the Uranium Bootcamp on March 19th), plus we look at precious metals as Rick lays out his case for what he believes are the early stages of what may turn out to be another epic bull market in gold and silver.

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game and the new series This Week In Doom, with my co-host, and everybody's favourite Green Chicken, Doomberg.

This Week In Doom Ep. 1 - What’s It All About? FULL EPISODE Feb 02, 2022

This is the full audio of the first in a brand new series of podcasts featuring my co-host, Doomberg (the little green chicken who could) and a series of occasional guests who we believe will enhance and broaden your understanding of the increasingly complex world surrounding us.

Many of these guests will be content creators with smaller audiences than their work deserves to whom we'll hopefully be able to offer a platform in order to help raise awareness of their work, as well as introducing our audience to great new talent.

In this first episode, we talk about recent pieces we’ve both written - fleshing out the ideas contained within them and discussing the feedback we’ve received. From crypto to energy markets and the use of both propaganda and censorship, there’s plenty into which we can sink our teeth (and beaks)...

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to www.Grant-Williams.com and join our exciting community today!

The Grant Williams Podcast: Adam Rodman - PREVIEW Jan 30, 2022

My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas.

Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager.

In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium.

With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space.

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

The Grant Williams Podcast: Simon Mikhailovich - PREVIEW Jan 26, 2022

My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you’ll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical.

In this wonderful conversation, Simon shares his thoughts on Vladimir Putin’s latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve.

There’s also time for a little update on the current state of physical gold markets as Simon shares what he’s being told by refiners and investors alike...

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

The Grant Williams Podcast: Jacob Shapiro - PREVIEW Jan 26, 2022

My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

The Grant Williams Podcast: Simon Hunt - PREVIEW Jan 05, 2022

As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’.

In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market - something about which his knowledge is extensive.

This was the perfect way to kick of 2022. Happy New Year to you all!

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

The Grant Williams Podcast: Felix Zulauf - PREVIEW Dec 17, 2021

Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

In another masterclass of macro thinking, Felix explains his bi-directional view of markets, which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

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