November 14, 2020
After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers.
Hear Jim's candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything right now and the subject on everybody's lips post-the U.S. election - Chinese wine stocks...
November 4, 2020
Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets.
From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to create the world around us.
From the option market tail wagging the equity market dog to the assured disaster awaiting the pension fund industry, Chris explains volatility's important role in the present and, importantly, the future.
This is yet another profound, unmissable conversation in the search for The End Game...
November 1, 2020
With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding.
Orwell's 1984, the words you need to recognise as both sides try to mobilise opinion and the importance of creating an 'Other' all come under the microscope as does, troublingly, Ben's choice for the big theme of 2021: regime change around the world.
October 28, 2020
Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway.
The three discuss John's storied career, what the gold market looked like twenty years ago, how John's experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expects to see going forward.
Gold's role in a portfolio, how to identify potential investments and the importance of managing the psychological component of what can be a tempestuous ride all come under the microscope.
October 15, 2020
Bill and Grant welcome the incomparable Felix Zulauf to The End Game.
What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future.
The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix's acute gaze.
Once again, this episode of The End Game will have your head spinning...
October 7, 2020
Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next.
Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and China Bashers are all discussed as is the ultimate fate of the US dollar - something Dr. Faber labels a 'time bomb'.
So sit back, relax and join us for an hour of vintage Faber
October 1, 2020
Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world.
September 15, 2020
Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game.
Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game.
Entertaining, insightful and packed with historical relevance, this is a conversation you won’t want to miss.
September 7, 2020
WARNING: AN OPEN MIND IS REQUIRED TO LISTEN TO THIS PODCAST!!
In the first of yet another random series of conversations, Grant welcomes TC to the podcast to discuss the recent edition of TC's Chartcast featuring Tesla whistleblower, Karl Hansen.
TC explains how that episode came about, his thoughts on Karl's story and the broader implications of continuing poor behaviour by bad actors and regulators alike against a backdrop of increasing corporate malfeasance.
Thoughtful, considered and compelling, TC shares tales of his own harassment since a social media experiment became a Twitter phenomenon and offers thoughts on what happens next.
Confirmation bias for bears, kryptonite for bulls but, in the middle, for those willing to listen, lies great importance for all.
August 16, 2020
Ben and Grant reconvene to discuss the broader changes evidenced by two very different presidential interviews, and the extraordinary ongoing escalation in the level of pure grift swamping the world - a situation which becomes seemingly more egregious with each passing day.
Chris Cornell's level of happiness, the thoughts of Yogi Berra and Blaise Pascal and the damage that a mobster called Bobo could do to a man armed only with a bag of oranges are all referenced in an attempt to try and unravel the narratives du jour.