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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. https://www.grant-williams.com
Episodes
Saturday Jul 15, 2023
Saturday 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.
Friday Jul 07, 2023
Friday 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.
Thursday May 25, 2023
Thursday 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.
Thursday May 25, 2023
Thursday 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.
Monday May 01, 2023
Monday 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!
Thursday Apr 27, 2023
Thursday 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!
Wednesday Apr 26, 2023
Wednesday 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.
Thursday Apr 20, 2023
Thursday 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.
Wednesday Mar 15, 2023
Wednesday 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.
Monday Mar 13, 2023
Monday 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.