The Grant Williams Podcast

010 - Hmmminar Series - Jawad Mian (16 April 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...

009 - Hmmminar Series - Dr. Simon Ogus (15 April 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.

008 - Hmmminar Series - Stephen Diggle (14 April 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'.

007 - Hmmminar Series - Stephanie Pomboy (10 April 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...

006 - Hmmminar Series - Gold Panel (9 April 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...

005 - Hmmminar Series - John Hussman, Ph.D (8 April 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.

004 - Hmmminar Series - Marc Cohodes (7 April 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.

003 - Hmmminar Series - Brent Johnson & Luke Gromen (6 April 2020)

Luke Gromen & Brent Johnson offer their contrasting thoughts on the likely path of the dollar, the upheaval it will cause no matter which of them proves to be correct, and what it means for gold.

002 - Hmmminar Series - Hugh Hendry (3 April 2020)

A reflective, engaging and brutally honest Hugh Hendry returns to talk about his personal journey, his thoughts on an environment perfect for his former strategies, and how to manage the kind of stress enveloping investors in today's markets

001 - Hmmminar Series - Dr. Pippa Malmgren (2 April 2020)

Pippa Malmgren kicks off the 2020 Hmmminar Series with a fascinating conversation about a possible once-in-a-lifetime solution to the global debt burden, the political landscape in the US and the likely return of inflation.