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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
Friday Jul 10, 2020
Friday Jul 10, 2020
Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation.
The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the strategy just yet.
Dave talks about the cycles he's witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he's learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs.
A masterclass in what is, sadly, fast-becoming a lost art...
Monday Jul 06, 2020
Monday Jul 06, 2020
Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game.
What follows is a good old-fashioned schooling, as Mike outlines the genesis of his work on passive's effect on the markets, the extraordinary influence it has on the world today and the way that's likely to change as we move towards The End Game.
If your head isn't spinning after this remarkable conversation, then that sure as hell isn't Mike's fault...
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.
Wednesday Jul 01, 2020
Wednesday Jul 01, 2020
Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today's markets and an idea that will really blow your hair back.
Along the way, we ponder Yield Curve Control, the Robinhood phenomenon and much, much more.
In a world of soundbites, this is a rare chance to listen to someone who really knows his corner of the market from the ground up.
Enjoy...
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.
Monday Jun 15, 2020
Monday Jun 15, 2020
Bill and Grant are joined by long-time source and master of the financial system plumbing, The Lord Of The Dark Matter, who finally reveals his true identity after a decade of anonymity.
The three discuss inflation, the bond market, the options available to central banks and how they might achieve "Cold Fusion".
A fascinating conversation with a true master of his craft.
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.
Thursday Jun 11, 2020
Thursday Jun 11, 2020
Ben and Grant discuss the media reaction to George Floyd's murder and the subsequent protest movement sweeping across the world. Ben explains the three phases of narrative control in a given situation and demonstrates how, even with an event as explosive as the murder of a citizen by those sworn to serve and protect, a golden opportunity for the public to be manipulated presents itself to those looking for leverage...
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.
Sunday Jun 07, 2020
Sunday Jun 07, 2020
Bill Fleckenstein and Grant Williams embark on a journey to try and piece together what The End Game for financial markets might look like. Will central banks have the printing press taken away from them by the bond market or will we achieve what Bill terms 'Cold Fusion'?
Joining the podcast this week is a special guest who dreamed up this whole cockamamie idea...
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.
Wednesday May 27, 2020
Wednesday May 27, 2020
Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he'd handle today's unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser...
A conversation that's both Super AND Terrific. Happy?
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.
Tuesday May 26, 2020
Tuesday May 26, 2020
Neil Howe rounds out Part II of The 2020 Hmmminar Series with a fascinating look at how Covid-19 has accelerated the Fourth Turning, offering a sobering assessment of our immediate future. Neil and Bill Strauss predicted that 2020 would be an 'accelerator year' and he warns that the next decade will be where 'most of the action happens'.
Tuesday May 26, 2020
Tuesday May 26, 2020
Diego Parrilla joins the Hmmminar Series to talk about his framework for investing in Anti-Bubbles. Diego explains the strange goings on in oil markets recently, the dangers posed by volatility and outlines gold's importance in a portfolio
Tuesday May 26, 2020
Tuesday May 26, 2020
David Rosenberg sifts through the economic data during the recent pandemic to issue a warning that economic reality awaits asset markets in the near future. Rosie also offers the lessons learned from his first day on Wall Street and muses on the likely inflationary future awaiting us