The Grant Williams Podcast

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.

Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?

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.

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. 9 - Felix Zulauf

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...

 

The End Game Ep. 8 - Dr. Marc Faber

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.

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. 6

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.

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. 7 - Edward Chancellor

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.

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.