The Grant Williams Podcast

The Grant Williams Podcast - Short Shrift

Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack 'shortsellers' and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success.

There are, however, nuances to this story which are perhaps not broadly understood and are in need of a little illumination - most notably, the difference between 'shortsellers' and 'highly leveraged hedge fund shorts'.

Bill, Marc and Grant discuss the important differences between the two, the events that have transpired and the potential path from here as well as some thoughts on why and how the system is broken, where the anger of retail investors ought to perhaps more accurately be directed and why this growing revolution may be an important turning point...

Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more.

From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here.

It looks as though Q3 is setting up to be a very, very important watershed...

The Grant Williams Podcast - Both Sides Of The Coin: A Civilized Bitcoin Debate

Grant welcomes Mike Green of Logica Funds and Nic Carter of Castle Island Ventures & CoinMetrics for a civilized debate about Bitcoin (with a little Tether chat thrown in for good measure).

With so much polarization around this topic, it seemed like a good opportunity to try and flesh out the case both for and against bitcoin with two men who've become vocal proponents for their respective causes.

What followed was a wonderful exchange of ideas with both Mike and Nic demonstrating precisely why each side of the debate values their opinion so highly.

Will  any minds be changed by this? It's highly unlikely... but let's see, shall we?

REMINDER: This is the penultimate free edition of The Grant Williams Podcast.

After February 1, all new episodes will be behind a paywall.

 

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The End Game Ep. 14 - Paul Singer

Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P.

Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul's thoughts on the importance of understanding markets are little more than mass experiments in psychology, the fallacy of 'sitting passively', the creation of value for clients and the corner into which the Fed and other central banks have painted themselves.

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The End Game after February 1st.

The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter

James Aitken makes a very welcome return to The End Game to take a look back at 2020 and a look forward to 2021.

Where did he get things wrong and why? What went according to his forecasts, and, most importantly, what has this turbulent year taught him that will help him in the future?

From the dangers of 'Big Dicking it' to Robert Shiller's nasty case of FOMO to the curious birth of the Equity Vigilantes, James shows precisely why his thoughts are so indispensable to his clients.

Oh, and for all you crypto zeal...fans out there, this is a conversation you won't want to miss - albeit one with a potentially nasty sting in its tail...

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.

Super Terrific Happy Hour Ep. 8 - Peter Atwater: Our Sentimental Friend

Stephanie and Grant Welcome Peter Atwater, the brains behind Financial Insyghts to the Super Terrific Happy Hour for a discussion about mood and markets.

The three discuss how the stock market's blistering rise has been fueled by sentiment, the places Peter sees potential trouble brewing and the dangers of complacency amidst today's euphoria.

In addition Stephanie takes a look at everybody's favourite subject - the dollar - and ponders what the strange action of the world's reserve currency in recent months may portend.

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.

The End Game Ep. 12 - Fred Hickey

Bill and Grant are joined by their mutual friend, Fred Hickey, author of The High Tech Strategist for over 30 years.

Despite a couple of technical glitches, what follows is an extraordinary deep dive into Fred's process for producing his incredible monthly letter, an examination of gold's role in a portfolio and some detailed explanations as to why gold and, in particular, some of the companies that pull it from the ground have an important role to play in The End Game.

Yes, Bitcoin is discussed. No, Bitcoin fans won't like what's said, but their time will come so don't let that distract you from what is an absolutely phenomenal contribution to our search for The End Game...

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.

The End Game Ep. 11 - Jim Rogers

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...

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.

The End Game Ep. 10 - Chris Cole

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...

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.

The Narrative Game Ep. 4 - Events, Dear Boy, Events

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.

Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.