The Grant Williams Podcast
Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet.
Episodes
The Grant Williams Podcast Ep. 127 - Rick Rule FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome my dear friend Rick Rule into the studio for a wide-ranging discussion about commodities, capital allocation, and the kind of opportunities that emerge when patience meets deep industry knowledge. Drawing on decades of experience in the resource sector, Rick explains why he believes the fundamental case for commodities remains compelling des
The Grant Williams Podcast Ep. 126 - Dominic Frisby FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by author Dominic Frisby for a conversation that is equal parts monetary history, philosophy, and comedy. Best known to many as a comedian, writer, and commentator, Dominic brings a rare ability to explain complex financial ideas with clarity, humour, and perspective. The discussion traces his journey from trying to finance a West End music
The Grant Williams Podcast Ep. 125 - Brendan Ballou
In this episode of The Grant Williams Podcast, Brendan Ballou returns for a fascinating and deeply important conversation about the rise of forced arbitration and the quiet transformation of the American legal system. Brendan explains how what began as a narrow mechanism for resolving commercial disputes has evolved into a vast private justice system that increasingly shields corporations from pub
The Grant Williams Podcast Ep. 124 - Dave Dredge
In this episode of The Grant Williams Podcast, I welcome my good mate Dave Dredge of Convex Strategies for a fascinating conversation about fragility, portfolio construction, and why so many traditional investment frameworks are no longer fit for purpose. Using everything from London Tube strikes to Mandelbrot’s work on volatility clustering, Dave explains why markets should be understood not as s
The Grant Williams Podcast Ep. 123 - Jawad Mian FULL EPISODE
In this episode of The Grant Williams Podcast, I reconnect with Jawad Mian for a deeply thoughtful conversation that moves seamlessly between markets, personal evolution, and the challenge of building an intellectually honest life in an increasingly noisy world. Jawad reflects on his decision to leave Dubai and return to Toronto, explaining how the move forced him to rethink not only where he want
The Grant Williams Podcast Ep. 122 - Simon Hunt
In this episode of The Grant Williams Podcast, I welcome my old friend, and veteran copper analyst Simon Hunt for a sweeping conversation that connects the war in Iran to supply chains, commodities, monetary power, and the future of the global order. Speaking from his home in Dubai, Simon describes a city transformed almost overnight by the conflict before widening the lens to argue that the strug
The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome David Leiter for a lively and highly practical conversation about his new book, Stop Making Stupid Investments: 7 Rules to Avoid the Hype and Build Real Wealth. David traces the unlikely path from guitar-obsessed kid and struggling salesman to Credit Suisse banker, Queens real-estate investor, and ultimately author of a book designed to help
The Grant Williams Podcast Ep. 120 - Danielle DiMartino Booth
In the latest episode of The Grant Williams Podcast, I welcome Danielle DiMartino Booth back for a wide-ranging conversation about a macro backdrop that feels increasingly detached from the official story. Danielle explains why consumer sentiment—particularly rising expectations of unemployment—is flashing a far darker signal than headline labour data suggests, and why she believes the average hou
The Grant Williams Podcast Ep. 119 - Marvin Barth
In this episode of The Grant Williams Podcast, I’m joined once again by Marvin Barth to unpack a rapidly shifting geopolitical and monetary landscape through the lens of the superb recent piece he published titled “Alea Iacta Est”—the die is cast. Marvin argues that once the United States and Israel crossed the threshold into open confrontation with Iran, the strategic calculus for all players cha
The Grant Williams Podcast Ep. 118 - David Murrin
In this episode of The Grant Williams Podcast, Grant is joined by David Murrin for a sweeping and provocative discussion about the structural forces shaping today’s geopolitical landscape. David argues that current conflicts—from Ukraine to the Middle East—are not isolated crises, but manifestations of a long-term power transition from a declining US-led order to a rising, strategically coordinate
The Grant Williams Podcast Ep. 117 - Tian Yang
In this episode of The Grant Williams Podcast, I’m joined by Variant Perception’s Tian Yang for a sweeping discussion of what he calls a “late-cycle macro, early-stage regime shift.” Tian argues that the global economy is pivoting away from efficiency and toward sovereignty, as great powers prioritise control of supply chains, technology, and industrial capacity. Drawing parallels to McKinley, Roo
The Grant Williams Podcast Ep. 116 - Simon Mikhailovich
With the recent volatility in precious metals raising an inordinate amount of questions (and generating an even greater amount of hot takes and opinions from let’s just say ‘commentators who are relatively inexperienced in the idiosyncrasies of gold and silver markets’), it felt appropriate to have a conversation with Simon Mikhailovich – a man who has not only been involved in precious metals for
The Grant Williams Podcast Ep. 115 - Michael Every FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by Rabobank’s Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hyper-market economics hollowed out America’s industrial and military base, and that Trump’s project represents a radical attempt to reverse that trajectory by fusi
The Hundred Year Pivot Ep. 12 – Kamran Bokhari
In this episode of The Hundred Year Pivot, Demetri and I are joined by geopolitical strategist Kamran Bokhari for a sweeping, historically grounded exploration of how Iran arrived at its present moment of instability—and where it may be heading next. Kamran traces Iran’s modern political evolution from Qajar Persia through the Pahlavi monarchy, the 1953 Mosaddegh coup, and the 1979 Islamic Revolut
The Hundred Year Pivot Ep. 11 – Brian Winter
Demetri and I welcome journalist and author Brian Winter to The Hundred Year Pivot to discuss the recent events in Venezuela and where they fit into the upheaval coming at us from seemingly every direction. Brian is the editor-in-chief of Americas Quarterly and a seasoned analyst of Latin American politics and his balanced perspective is a welcome antidote to the unbridled certainty about the futu
The Grant Williams Podcast Ep. 114 - Dr. John Bosetti, MD. FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by Dr. John Bosetti, MD, an eye surgeon who has dedicated his career to tackling one of the most devastating—and most solvable—health crises in the developing world: preventable blindness. Dr. Bosetti recounts how a life running a successful ophthalmology practice in Napa, California gave way to a mission in Sub-Saharan Africa after witness
Super Terrific Happy Hour Ep. 26: The Downloadable Ringtone
In this episode of Super Terrific Happy Hour, Steph and I return with our customary blend of easy-going banter coupled with a shameless plug and a sobering assessment of the global financial landscape. What begins with complaints about the cold weather and Seinfeld callbacks, as well as our upcoming live event in St. Petersburg, quickly turns into a candid examination of sovereign refinancing risk
The Grant Williams Podcast Ep. 113 - Diana Choyleva
In this episode of The Grant Williams Podcast, I welcome Diana Choyleva, Chief Economist at Enodo Economics, for a rigorous unpacking of what ‘de-dollarisation’ really means—and what it doesn’t. Moving beyond the familiar extremes of “the dollar is finished” versus “the dollar is untouchable,” Diana explains how China is methodically building an alternative financial infrastructure centred on the
The End Game Ep. 58 - Gerard Minack PREVIEW
n the latest episode of The End Game, Bill and I welcome Gerard Minack for a masterclass in macro perspective and market realism. Gerard, founder of Minack Advisors, dissects the current investment landscape—where AI euphoria collides with fiscal fragility and complacent bond markets. Drawing on historical parallels to the late 1990s tech bubble, he explains why today’s optimism may mask structura
The Hundred Year Pivot Ep. 10 – Peter Atwater
In this latest episode of The Hundred Year Pivot, Demetri Kofinas and I are joined by Peter Atwater, adjunct professor at William & Mary and author of The Confidence Map: From Chaos to Clarity. Together we explore Peter’s groundbreaking framework for understanding how confidence shapes behaviour, societies, and markets through four emotional quadrants: the comfort zone, the stress centre, the
The Grant Williams Podcast Ep. 111 - Ned Naylor-Leyland
In this episode of The Grant Williams Podcast, I welcome my old mate Ned Naylor-Leyland, long-time precious-metals fund manager, for a detailed discussion on the shifting dynamics of gold, silver, and the mining sector. Ned argues that gold has decisively emerged from a 44-year bear market against Treasuries to reclaim its role as the world’s true risk-free asset, signalling the start of a genuine
The Hundred Year Pivot Ep. 9 – Roger Mitchell
In the ninth episode of The Hundred Year Pivot, Grant and Demetri welcome Roger Mitchell for a deeply reflective conversation on faith, values, and the unraveling of the modern social contract. Against the backdrop of growing disillusionment in Western society, Roger shares his personal journey and explores how the erosion of traditional anchors—family, faith, and community—has left many searching
The Grant Williams Podcast Ep. 110 - Robert Glazer FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome author and entrepreneur Robert Glazer to discuss his new book, The Compass Within—a powerful exploration of how uncovering and living by one’s personal core values can transform leadership, relationships, and decision-making. Robert shares how identifying his own guiding principles reshaped his approach to life and business, and how that exp
The Grant Williams Podcast Ep. 109 - Julien Garran
In a blockbuster episode of The Grant Williams Podcast, I welcome Julien Garran of MacroStrategy for a penetrating discussion on what Julien believes is the most dangerous bubble in modern financial history—the AI mania. Drawing parallels to the dot-com and housing booms but arguing this one far exceeds both, Julien dissects how years of ultra-loose fiscal and monetary policy have produced stagger
The Grant Williams Podcast Ep. 108 - Larry McDonald
In this long-overdue episode of The Grant Williams Podcast, I’m joined by Larry McDonald, founder of The Bear Traps Report and author of How to Listen When Markets Speak, to explore how extraordinary fiscal and monetary responses have reshaped the investing landscape. Larry argues that the disinflationary era is over, replaced by an inflationary, multipolar world that calls for a fresh approach to
The Grant Williams Podcast Ep. 107 - David Fergusson FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by David Fergusson, CEO of Atlas Consolidated in Singapore, for a fascinating look at the disruptive rise of digital banking. From his early days building Hugosave in Singapore to launching Atlas’s HugoHub platform for banks, fintechs, and insurers worldwide, David explains how technology, open banking, and shifting regulations are reshapin
The Grant Williams Podcast Ep. 106 - Michael Oliver
In thie latest episode of The Grant Williams Podcast, I’m joined by Michael Oliver, founder of Momentum Structural Analysis, for a deep dive into the powerful undercurrents driving today’s markets. Michael explains why the US equity rally rests on shaky ground, with broken momentum structures in the S&P 500, Nasdaq-100, and leading tech names hinting at sharp declines ahead. He also outlines h
The Hundred Year Pivot Ep. 8 – Jonathan Kirshner
In this episode of The Hundred Year Pivot, Demetri and I sit down with Jonathan Kirshner, a leading classical realist and scholar of international relations, for a wide-ranging discussion on realism, uncertainty, and America’s shifting role in global affairs. Jonathan outlines realism as a descriptive framework for understanding a world defined by anarchy—where no supreme authority exists—and the
The Hundred Year Pivot Ep. 7 – Edward Chancellor
In the seventh episode of The Hundred Year Pivot, Demetri Kofinas and I are joined by renowned financial historian Edward Chancellor for a sweeping conversation on the century-long evolution of money and interest rates. Our discussion traces the abandonment of gold-backed currency, the rise of fiat money, and the resulting waves of speculation, monetary intervention, and economic distortion. Eddie
The Hundred Year Pivot Ep. 6 – Lawrence Fossi
In the latest episode of The Hundred Year Pivot, Demetri and I sit down with Lawrence Fossi—better known to many as Montana Skeptic—for a fearless exploration of America’s fraying social fabric. From the shifting character of New York City to the cults of personality surrounding Elon Musk and Donald Trump, we dissect the cultural, political, and institutional forces eroding public trust and cohesi
Super Terrific Happy Hour Ep. 25 - It’s Been HOW Long?
After a ridiculously long hiatus, The Super Terrific Happy Hour returns as Steph and I dive back into the rapidly changing world of global finance, exploring how Japan’s decades-long experiment with low interest rates and high debt is no longer unique, as the United States and other developed economies find themselves on a similar path.
We unpack Japan’s recent inflation surge, the Bank of Japan’s
The End Game Ep. 57 - Harley Bassman PREVIEW
In the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that while US bond yields have risen sharply in recent years, they are now approaching fair value when measured against historical spreads and nominal GDP. The real ch
The Grant Williams Podcast Ep. 104 - Dmitri Alperovitch
In this episode of The Grant Williams Podcast, I talk with with cybersecurity expert and author Dmitri Alperovitch to discuss his book, ‘World on the Brink,’ and the escalating risk of conflict between China and Taiwan. Dmitri, who forecast Russia’s invasion of Ukraine, draws striking parallels between Vladimir Putin’s motivations and those now driving Xi Jinping’s ambitions toward Taiwan, identif
The Hundred Year Pivot Ep. 5 - Charles Calomiris
In the fifth episode of The Hundred Year Pivot, Demetri Kofinas and I sit down with economist Charles Calomiris for a probing exploration of America’s fiscal future and the deeper societal forces shaping it. The conversation delves into the concept of fiscal dominance—the point at which mounting government debt and deficits compel inflationary policies, sidelining the intentions of central banks,
The Grant Williams Podcast Ep. 103 - Victor Haghani
In the latest episode of The Grant Williams Podcast, I’m joined by Victor Haghani, founder and CIO of Elm Wealth, for a conversation that spans revolution, crisis, and hard-earned wisdom. From seeing his family lose nearly everything during the Iranian revolution, to his high-stakes years at Salomon Brothers and as a founding partner of the infamous Long-Term Capital Management, Victor’s journey i
The Hundred Year Pivot Ep. 4 - Dr. Pippa Malmgren
In another compelling episode of The Hundred Year Pivot, Demetri and I are joined by Dr. Pippa Malmgren to unpack the profound challenges facing American society today. Drawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people int
The Grant Williams Podcast Ep. 102 - Warren Pies
In this episode of The Grant Williams Podcast, I’m joined by Warren Pies of 3Fourteen Research to unpack the challenges of investing in a world defined by policy shocks, geopolitical uncertainty, and persistent volatility. His data-driven approach allows Warren to cut through the noise of political unpredictability—particularly around Trump-era tariffs—and we focus the conversation on market signa
The Hundred Year Pivot Ep. 3 - Russell Napier
In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structural imbalances reshaping the global economic and monetary order. Russell lays out a powerful framework for understanding the unwinding of decades-long distortions—
The Hundred Year Pivot Ep. 2 - Neil Howe
In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil Howe.
What follows is a timely and thought-provoking conversation on generational theory and the turbulent state of not just the United States, but the entire wor
The Grant Williams Podcast Ep. 101 - Tian Yang
In this thought-provoking episode, I’m joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump’s tariff policies to China’s underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and We
The Grant Williams Podcast Ep. 100 - Lynne Bryan Phipps FULL EPISODE
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
The Hundred Year Pivot Ep. 1 - Demetri Kofinas
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- de
The Grant Williams Podcast Ep. 97 - Marco Papic
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 d
The Grant Williams Podcast Ep. 96 - Kathleen Thelen
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 o
The End Game Ep. 55 - Fred Hickey PREVIEW
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 gol
The Grant Williams Podcast Ep. 95 - Thomas Thornton
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 o
The Narrative Game Ep. 10: Into The Moral Vacuum We Go… - FULL EPISODE
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 inchin
The Grant Williams Podcast Ep. 94 - Ronan Manly FULL EPISODE
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 underpi
The Grant Williams Podcast Ep. 93 - Steve Diggle
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 un
The Grant Williams Podcast Ep. 92 - Adam Rozencwajg
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
The Grant Williams Podcast Ep. 91 - Andrew McDermott
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 val
The Grant Williams Podcast Ep. 90 - Demetri Kofinas FULL EPISODE
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
The End Game Ep. 54 - Dan Oliver PREVIEW
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 curre
The Grant Williams Podcast Ep. 89 - Kris Sidial
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 i
The Grant Williams Podcast Ep. 88 - Simon Mikhailovich
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 “geopolitici
The Grant Williams Podcast Ep. 87 - Felix Zulauf
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,
The Grant Williams Podcast Ep. 83 - David Murrin
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 g
The Grant Williams Podcast Ep. 81 - Jeff Sarti
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, pa
This Week In Doom Ep. 20: FORE! He’s A Jolly Good Fellow??? PREVIEW
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
The Grant Williams Podcast: Shifts Happen - Episode Eight FULL EPISODE
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 ackn
The End Game Ep. 51 - Cem Karsan PREVIEW
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. H
The End Game Ep. 50 - Le Shrub PREVIEW
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,
This Week In Doom Ep. 19: Chicken In A China Shop PREVIEW
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 End Game Ep. 49 - Paulo Macro PREVIEW
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
The Grant Williams Podcast Ep. 79 - Mark J. Higgins
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 highl
The End Game Ep. 48 - Gerard Minack PREVIEW
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
Super Terrific Happy Hour Ep. 22 - Let's Give Them Something To Talk About
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 ava
The Grant Williams Podcast Ep. 78 - Travis Kling FULL EPISODE
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 po
The Grant Williams Podcast Ep. 77 - Brent Johnson
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 he
The Grant Williams Podcast Ep. 76 - Michael Howell
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 en
The Grant Williams Podcast Ep. 75 - Remi Tetot
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.
This Week In Doom Ep. 18: Something For Everyone PREVIEW
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 ga
The Grant Williams Podcast: Shifts Happen - Episode Seven FULL EPISODE
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 curre
The Grant Williams Podcast Ep. 74 - Julian Brigden 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 mark
The End Game Ep. 47 - The Two Mikes PREVIEW
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 typ
The Grant Williams Podcast: Peter Zeihan - FULL EPISODE
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
The Grant Williams Podcast Ep. 73 - Michael Oliver 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 h
The Grant Williams Podcast Ep. 72 - Jesper Koll
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’
This Week In Doom Ep. 17 - Moles, Meat & Mayhem - FULL EPISODE
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 d
The Grant Williams Podcast Ep. 67 - Felix Zulauf
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
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