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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
Saturday May 16, 2020
Saturday May 16, 2020
Grant & Stephanie reconvene to discuss 'flations of all shapes and sizes, pondering whether inflation, deflation or stagflation (or a combination of the three) will be the likely battle for which investors need to prepare...
Sunday May 03, 2020
Sunday May 03, 2020
Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more.
In the first Super Terrific Happy Hour, the two discuss the strong disconnect between data and markets, the strong connection between unemployment and default rates, Europe, China and the post-Covid world we're likely to inhabit.
Fun for all the family…well, most of the family
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Peter Atwater rounds out The 2020 Hmmminar Series with a fascinating look at the importance of mood and confidence as the foundations of, not only asset markets, but the entire social construct and outlines how understanding this can help investors make better decisions.
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Jawad Mian, author of Stray Reflections joins The 2020 Hmmminar Series to talk about philosophy's place in building a market framework, the end of the Silicon Valley bubble, Middle Eastern politics, and a Karmic Reset...
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Dr. Simon Ogus joins us from Hong Kong to discuss the ongoing evolution of China's place in Asia and beyond, how multinationals are preparing for a very different future post-Covid-19, and how Japan may provide many of the political and monetary keys to the region.
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Steve Diggle joins the Hmmminar series to talk about the volatility environment now vs 2008 and where he sees value for both traders and investors. Steve discusses inflation hedges, the likelihood of a Fourth Turning, and explains why gold is a 'no-brainer'.
Friday Apr 17, 2020
Friday Apr 17, 2020
Steph Pomboy of MacroMavens offers her thoughts on the Fed's move into junk, the alarming outlook for unemployment and the deficit, the problems posed by the 'New Corporate Normal' and Trump's propensity to default on the US debt...
Friday Apr 17, 2020
Friday Apr 17, 2020
Ned Naylor-Leyland, Simon Mikhailovich, David Fergusson, Egon von Greyerz and Ronni Stoferle discuss the economic environment, what policy action means for gold, the possibility of inflation and the landscape for investing in precious metal mining stocks...
Friday Apr 17, 2020
Friday Apr 17, 2020
John Hussman, Ph.D discusses his valuation framework, the problematic 12-year expected equity returns, the most likely inflation outcome and shows why we're a long way from a slam-dunk buying opportunity.
Friday Apr 17, 2020
Friday Apr 17, 2020
Marc Cohodes pulls no punches talking about his battles against fraudulent companies explains his tactics for trading short and tells us why he’s long Camping World.