4.4M
Downloads
166
Episodes
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
Monday Jun 21, 2021
Monday Jun 21, 2021
My guest in the latest episode of The Grant Williams Podcast is someone I’ve been dying to interview for a very long time – the wonderful Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.
My anticipation was rewarded with what turned out to be one of my favourite conversations to date as Liz Ann talked about her formative years working for the late, great Marty Zweig, the seismic changes she’s seen in the investment industry during her two decades with US Trust and Schwab and the importance of trying to help educate a new generation of investors in an environment which seems more and more to want to lure them away in the short term from the disciplined practices which will serve them best over the long term.
Oh, and of course, we talk about markets in general, growth vs value, inflation vs deflation and all the other stuff about which you’d want to hear Liz Ann’s thoughts plus, we get to hear exactly where Liz Ann was in March 2009 when she and her husband heard the bell ring...
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!
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
Dan Oliver, the founder of Myrmikan Capital and author of the upcoming book, Golden Tears: A History of Credit Bubbles, joins Bill and Grant for an absolutely spellbinding conversation about, well, the history of credit bubbles.
Using John Law and The Mississippi Bubble as a backdrop, Dan lays out the eerily familiar path taken centuries ago by France as it tried to extend the seeming prosperity enjoyed by its citizens in the wake of a switch to fiat currency and highlights the problems faced by the French within the context of today’s central bankers.
What do credit bubbles past have to teach us about the potential End Game for our current environment? How can a very familiar final chapter be avoided? What role do cryptocurrencies potentially play and why might a total collapse be the best solution?
If, as Shakespeare wrote, what’s past really is prologue, you won’t want to miss this 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, and The Narrative Game so sign up today!
Friday Jun 11, 2021
Friday Jun 11, 2021
Founder of The Bullion Reserve, Simon Mikhailovich joins Bill and Grant for the latest episode of The End Game to discuss the idea of a failed state being a potentially unexpected resolution to the current financial and geopolitical turbulence enveloping the world.
Drawing on his formative experiences in the Soviet Union and his family’s subsequent expatriation to the United States, Simon explains how the collapse of an empire felt for those living under its umbrella, the parallels he sees in the West of today and the signs he’s looking for to suggest an acceleration of the move towards a catastrophic failure.
Simon discusses the role played by gold in similar events throughout history and answers the question ‘has the West moved past the point of no return?’ in a way that may surprise you...
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!
Friday May 28, 2021
Friday May 28, 2021
Otavio ‘Tavi’ Costa is the latest guest to grace The Grant Williams Podcast and he brings with him a wealth of knowledge and experience – earned from both from his personal background and his professional journey.
Beginning with his childhood in Brazil, Tavi shares the events in his personal life which shaped his worldview and recounts the lessons he learned as his family’s business struggled to mitigate the effects of globalization and the perils of leverage.
From there, Tavi shares his views on the current market environment, offers his thoughts on the inflation vs deflation debate and then digs into the precious metals mining sector – explaining why companies long-ignored are likely about to become the focus of many investors’ attention.
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!
Tuesday May 25, 2021
Tuesday May 25, 2021
In this episode of The Grant Williams Podcast, I’m joined by a dear friend and a man who has, in many ways, inspired my own journey down the podcast rabbit hole – Demetri Kofinas, the host of the always-excellent Hidden Forces podcast.
For some time, I’ve been wanting to chat to Demetri about a concept he laid out for me in a conversation dating back to January 2020 when I appeared as a guest on his show – financial nihilism.
In the intervening months, that concept has continuously strengthened its grip on my mind as we’ve seen the world lurch from one crisis to another against a backdrop of YOLO and wanton gambling amongst market participants.
What follows is an intimate and deeply insightful conversation with a man who spends far too much time on one side of the mic, and not nearly enough on the other.
Hopefully this will begin to redress that balance.
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!
Monday May 17, 2021
Monday May 17, 2021
Geopolitical strategist and best-selling author, Peter Zeihan joins The End Game for a fun-filled, action-packed journey around the world to examine the existing political world order, the cracks appearing within it and the likely motivations and paths ahead of the main players.
From the rising tensions between China and the U.S. to the reality of Xi Jinping’s plans for Taiwan and the potential spillover into Asia and beyond, Peter lays out a narrative far from that commonly-accepted by mainstream media.
Iran and Saudi Arabia’s struggle for supremacy in the Middle East, Europe’s once and future struggles and Russia’s role as the stone in everybody’s shoe all come under Peter’s keen gaze as do domestic politics in the United States.
A tremendous addition to The End Game canon...
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!
Sunday May 09, 2021
Sunday May 09, 2021
Joining Stephanie and Grant for episode 11 of The Super Terrific Happy Hour is Tony Greer of TG Macro.
Beginning with Tony’s days at the storied commodity trading house, J. Aron, he walks us through his experience of both trading a previous tech bubble (and the questionable decisions it prompted), a resurgent commodity complex (and the regrets it fostered) and the invaluable lessons he learned from both.
From there, Tony walks us through his current thoughts on the red-hot commodities sector, picking what he thinks will be the winners and potential losers if, as many fear, inflation finally returns and gains the upper hand.
As a reminder, Copper and Silver subscribers to my website have access to all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game. Silver subscribers also get my monthly newsletter Things That Make You Go Hmmm....
Sign up at www.grant-williams.com today to become a part of our fast-growing community.
Your view of finance will never be the same again.
Friday May 07, 2021
Friday May 07, 2021
The 20th guest to grace The End Game is Josh Wolfe, the co-founder and managing partner of Lux Capital.
In a deeply-fascinating conversation, Josh offers his thoughts on technology’s potential role in The End Game and explains the importance of carefully-constructed narratives in today’s financial markets.
The SPAC phenomenon, the importance of volatility and the most recent Tesla results all come under Josh’s watchful eye, as do cryptocurrencies, the problems faced by pension funds starved of yield and the shifting geopolitical tectonic plates which pose grave threats to the decades of stability enjoyed by East and West alike.
Finally, there's a look at the potential explosion of activity in a coming together of two worlds which were made for each other - sextech.
As a reminder, Copper and Silver subscribers to my website have access to all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game. Silver subscribers also get my monthly newsletter Things That Make You Go Hmmm....
Sign up at www.grant-williams.com today to become a part of our fast-growing community.
Your view of finance will never be the same again.
Saturday May 01, 2021
Saturday May 01, 2021
Roger Mitchell of Albachiara SAGL is Grant’s guest for the eighth episode of The Grant Williams Podcast.
With the recent shambolic failure of the European Super League as a backdrop, the two discuss the escalating involvement of ‘big finance’ in the world of sport and Roger explains why American private equity money has found (and will continue to find) opportunity amidst ‘beautiful chaos’.
From salary caps to super leagues, from NFTs to AI and machine-learning, the world of sport is harnessing the zeitgeist like few other industries right now and Roger takes us on a fascinating journey inside the incredible change and broad opportunity spectrum offered by an industry previously seen as staid and unsalvageable.
Monday Apr 26, 2021
Monday Apr 26, 2021
Chris Bloomstran recently questioned Ark Investment’s open-sourced research model on Twitter which resulted in him engaging with Ark analyst Brett Winton in a very public forum about a certain electric car company.
For anyone who witnessed the exchange, it spoke volumes about the difference between what passes for analysis today and the kind of rigour displayed by those who have honed their craft in times of far more scrutiny.
Chris and Grant discuss that exchange, the company in question, what Chris learned from the discussion and how it recalls similar experiences he witnessed during the dotcom bubble of the late-1990s.
This is a discussion all value investors will relish but, given the euphoria surrounding markets today, it serves as an invaluable reality check for those believing they only go in one direction.