The Grant Williams Podcast
The Grant Williams Podcast: Doomberg - PREVIEW

The Grant Williams Podcast: Doomberg - PREVIEW

September 30, 2021

My guest in the latest episode of The Grant Williams Podcast is two things - a fast-rising star in the Twitterspshere who's been producing some of the most readable and insightful commentary on the economy, financial markets and politics over the past several months... and a green cartoon chicken.

In this fascinating conversation, we discuss his journey so far, the motivations behind his deciding to put claw to keyboard and several of the topics he's covered so brilliantly in recent weeks including the nascent energy crisis, supply chain shortages, inflation and the remarkable situation in the uranium market...

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.

Super Terrific Happy Hour Ep. 13 - Sam Zell

Super Terrific Happy Hour Ep. 13 - Sam Zell

September 29, 2021

This week, on the Super Terrific Happy Hour, Stephanie & Grant are joined by the legendary Sam Zell, a billionaire investor, entrepreneur and philanthropist whose uncanny knack of knowing not just which businesses to get into, but when to let somebody else take them off his hands (at significantly higher prices) is unmatched.

In this wonderful conversation, Steph and Grant expose the details of Sam’s first ever business venture, the personality traits which give him an edge over his competitors and the methods by which he identifies potential opportunities amidst an onslaught of pitches from people keen to have him be a part of their latest venture.

Frank, humble and insightful, Sam is everything you’d want him to be and so much more...
Every episode of the Grant Williams podcast, including The End Game, 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: Daniel Want, Prerequisite Capital Management - PREVIEW

The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW

September 14, 2021

My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia.

Daniel is truly a unique thinker - something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in person several years ago in Sydney.

After watching a recent Investment Committee meeting Daniel very kindly shared with me, I wanted to have him join me on the podcast to allow a wider audience to understand his framework and current thinking.

What followed was yet another eye-opening discussion which, I suspect, will have you rethinking many aspects of your own investment framework.

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 End Game Ep. 27 - Harley Bassman PREVIEW

The End Game Ep. 27 - Harley Bassman PREVIEW

September 6, 2021

Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management.

In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve about the problems they’re creating, the importance of convexity (and the level to which it’s misunderstood) and what investors need to do to protect themselves.

From term surfaces to the TIPs market, Harley demonstrates time and again why he’s one of the most important voices in today’s markets and ensures that, if this is your first exposure to him, you’ll be paying careful attention to what he says going forward.

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, and The Narrative Game so sign up today!

The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW

The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW

August 23, 2021

This edition of The Grant Williams Podcast is a little different - delightfully so.

My guest is Tim Grover, the CEO of Attack Athletics and the author of two phenomenal books Relentless and, most recently, W1nning.

Tim will be familiar to any of you who were, like me, NBA geeks during the careers of both Michael Jordan and Kobe Bryant thanks to the work he did with both of those great champions - helping them build and strengthen not just their bodies to withstand the physical toll of a gruelling NBA season, but also their minds - enabling these two incredible athletes to handle the extraordinary pressure that comes with being an era-defining global superstar and build a winning mentality that saw them both rise above the incredible talent all around them to become the most dominant figures in one of the most highly-competitive, athletic leagues in all of sports.

Tim explains the secret to building a winning mentality, the sacrifices that have to be made and how to deal with both victory and defeat in a manner which allows you the freedom to put setbacks behind you and move forward with a single-minded purpose.

The lessons Tim has both learned from and taught to the world’s greatest athletes offer so much to anyone fortunate enough to hear them and apply them to their own daily lives - whether at home, or at work.

The parallels with the world of investing are there for all to see and the candour and clarity with which Tim shares the methods he’s developed over 30-plus years working with elite athletes is beyond refreshing.

Tim’s book, Winning is available in all the usual places and I honestly can’t recommend it highly enough.

As you’ll hear in our conversation, I’m hardly the target audience for Tim’s work, but I found it to be enormously compelling and incredibly thought-provoking and I know you’ll feel similarly after listening to what comes next.

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 End Game Ep. 26 - Michael Howell PREVIEW

The End Game Ep. 26 - Michael Howell PREVIEW

August 8, 2021

In the financial market context, the word ‘liquidity’ is three very distinct things: overused, misunderstood and crucially important.

In the latest edition of The End Game, CrossBorder Capital’s Michael Howell joins Bill and Grant to shed some light on those three key factors, explaining how he views liquidity, why it’s so crucial and what he’s observing in global liquidity flows at the present time as well as outlining the similarities between today and previous episodes where liquidity flows offered key clues to the future path of risk asset prices.

The importance of China’s policy actions are explained as is the recent turbulence in the reverse repo market plus, when Michael explains how global capital markets have shifted away from being a financing mechanism to something altogether different, Bill has an ‘aha moment’.

This is yet another tremendous conversation as the search for The End Game continues.

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, and The Narrative Game so sign up today!

The End Game Ep. 25 - Kyle Bass PREVIEW

The End Game Ep. 25 - Kyle Bass PREVIEW

August 2, 2021

The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX.

Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in the transition from the current financial system to whatever comes next.

Kyle explains why he thinks time has run out for central banks, what he believes they’ll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates.

Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy.

Another wonderful addition to The End Game series.

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, and The Narrative Game so sign up today!

The End Game Ep. 24 - Greg Jensen PREVIEW

The End Game Ep. 24 - Greg Jensen PREVIEW

July 29, 2021

Our special guest on the latest edition of The End Game is Greg Jensen, the Co-CIO of Bridgewater Associates, the $140billion asset manager based in Westport, Connecticut.

Over his 25-year career at the firm, Greg has spent an inordinate amount of time using historical precedents to construct ever-more complex algorithms to help understand and predict evolving market dynamics.

In this fascinating discussion, Greg digs deep into the current macro environment, explaining at length how Bridgewater’s framework helps them evaluate the predicament facing the world’s central banks and formulate a set of likely outcomes in terms of both policy and market response.

The death of the ‘transitory’ narrative, the lessons to be learned from previous periods of disruption and the advantages the shrinking set of options available to policymakers offer investors all come under the microscope as we get an insight into the investment process  behind one of the world’s largest pools of capital.

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, and The Narrative Game so sign up today!

Super Terrific Happy Hour Ep. 12 - F-Bombs

Super Terrific Happy Hour Ep. 12 - F-Bombs

July 25, 2021

The Super Terrific Happy Hour returns with Steph Pomboy up a mountain in bear country contemplating all kinds of fascinating data points and dissecting them in her own inimitable way.

The conversation is filled with F-bombs as Grant and Steph ponder a cornucopia of topics from fundamentals to ‘flations to the Fed, froth and flawlessness (or lack of it).

Steph busts out some remarkable stats that will have you scratching your head as you watch markets look through the reality and embrace the fantasy that all is well and there’s nothing to worry about.

The housing market comes under the microscope as does the vital importance of the investing public embracing the idea that inflation is ‘transitory’. There’s something for everyone in this edition of the Super Terrific Happy Hour so dive on in...

Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, and The Narrative Game, 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: David Dorr, Coro Global, Dorr Asset Management - PREVIEW

The Grant Williams Podcast: David Dorr, Coro Global, Dorr Asset Management - PREVIEW

July 19, 2021

Recently, my journey of understanding has taken me into a few shady corners of the cryptocurrrency universe and this week, I make my last foray into that world (for the time being, at least) as I talk to David Dorr, co-Founder of Coro Global and Dorr Asset management and a man who gave me so much to think about in this enormously engaging conversation.

David explains why the way in which the U.S. correspondent banking system works is perhaps the most underestimated facet of the crypto space, why he believes ‘tokens are broken’, the likelihood that bitcoin will soon be obsolete (though something transformative will rise from its ashes) and the promise offered by tokenless Distributed Ledger Technology.

David’s combination of knowledge, experience and skepticism is tremendously powerful and what he has to say will, I suspect, captivate you the same way it did me.

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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