The Grant Williams Podcast

Super Terrific Happy Hour Ep. 3 - Super Terrific Guest

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.

016 - Hmmminar Series - Neil Howe (22 May 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'.

015 - Hmmminar Series - Diego Parrilla (21 May 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

014 - Hmmminar Series - David Rosenberg (20 May 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

013 - Hmmminar Series - Peter Zeihan (19 May 2020)

Peter Zeihan takes us on a whirlwind tour of key nations around the world, identifying their strengths and weaknesses in an age of change as the United States slowly dismantles the post-WWII global order

012 - Hmmminar Series - Jesse Felder (18 May 2020)

Jesse Felder joins Grant to discuss the conflicting signals being sent by economic data and asset markets and how they might resolve themselves, the effect of an explosion in retail trading on equity prices plus his short-term nervousness about gold

The Narrative Game with Ben Hunt Ep. 1 - The V-Shaped Recovery

In the first of a series of podcasts designed to help listeners explore and understand the way narrative is used to guide nudge public opinion and steer investor psychology, Ben and Grant discuss 'Green Shoots', 'Whatever It Takes' and the now-ubiquitous 'V-Shaped Recovery'.

Super Terrific Happy Hour Ep. 2 - Inflation/Deflation

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...

Super Terrific Happy Hour Ep. 1 - Connect/Disconnect

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

011 - Hmmminar Series - Peter Atwater (17 April 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.