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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
Monday Oct 23, 2023
Monday Oct 23, 2023
Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity culture in Japan which, it’s fair to say, would send the horses scuttling from the barn. James also highlights the potential spillover effects and changes in incentives for Japanese savers, which could impact global bond markets and capital flows.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Thursday Oct 19, 2023
Thursday Oct 19, 2023
Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization in China’s economic transformation and the potential risks and opportunities it presents. Also emphasised is the importance of understanding the complexities of China’s economy and its geopolitical ambitions.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Sunday Oct 08, 2023
Sunday Oct 08, 2023
In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.
James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it.
Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Sunday Sep 10, 2023
Sunday Sep 10, 2023
Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.
Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.
This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.
Definitely a conversation not to be missed.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Friday Sep 01, 2023
Friday Sep 01, 2023
Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the conversation more than lived up to my lofty expectations. Subjects under discussion include why Chris believes the market is underestimating how long higher inflation will persist (and the ramifications that will surely follow), why he believes this time the world’s central banks will be forced […]
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Thursday Aug 24, 2023
Thursday Aug 24, 2023
Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth of experience has spawned an incredibly original and extremely broad perspective on just about every aspect of financial markets. In a remarkable and wide-ranging conversation, Marvin explains how he uses thematic ideas to help understand and explain market movements and we dig deep into several
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Monday Aug 14, 2023
Monday Aug 14, 2023
Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated 'bleed' in premium during times of dampened volatility so, with September fast-approaching, we thought it was a perfect time to chat with him as markets prepare to wake from their traditional summer slumbers.
Kris' thoughts about what to expect as we move towards the back end of 2023 are incredibly interesting, with his expected scenario for the rest of this year having the potential to create quite the stir in markets lulled to sleep by the constant downward pressure on vol over recent years.
Buckle up, folks!
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Thursday Jul 27, 2023
Thursday Jul 27, 2023
Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O'Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world.
Through his background as a senior marketing executive, Richard's deep understanding of brand and IP helped him identify what is a multi-billion dollar gap in a world where content is being created in ever-more diverse media.
What role can Blockchain play in finding a potential solution to the problem of IP theft and how can technology secure the rights to artists' work as human creativity continues to push new boundaries? Tune in and find out.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Tuesday Jul 25, 2023
Tuesday Jul 25, 2023
The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies.
Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer.
Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Saturday Jul 15, 2023
Saturday Jul 15, 2023
Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area.
Several of Tom's letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking for undervalued, sustainable businesses goes about navigating the new investment landscape - one of rising rates, falling inflation and ever-escalating madness.
Our conversation took numerous twists and turns from value investing to debt and, eventually, onto energy and each of those turns made for highly thought-provoking discussion.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.