4.5M
Downloads
171
Episodes
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
Thursday Mar 02, 2023
Thursday Mar 02, 2023
My returning guest on this episode of The Grant Williams Podcast is a dear friend of many years - Simon Hunt, founder and proprietor of Simon Hunt Strategic Services.
Simon's experience in China over four decades has provided me with an important counterpoint to many Western-based views of the Middle Kingdom over the years - one firmly rooted in personal experience, deep personal connections and a willingness to look past consensus thinking.
In this conversation, we discuss the status quo in China along with the wider geopolitical situation, Simon's roadmap for the next couple of years and... TRIGGER ALERT... we expand upon comments Simon made about non-consensus climate change possibilities during his last appearance on the podcast.
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.
Thursday Mar 02, 2023
Thursday Mar 02, 2023
OK Folks, buckle up as things are about to take a turn for the extra-terrestrial as my guest, David Dorr of Dorr Asset management returns to the podcast to discuss the recent spate of Unidentified Flying Object sightings which has been blanketing the media over the last several weeks.
David has been following this story for many years and he joins me to explain several key changes in the attitude to UFOs on the part of governments, chronicle the evolution in transparency around the subject, confirm a few conspiracy theories, highlight some key names in the world of extra-terrestrial observation we'd do well to follow as things evolve from here and even talk about some investment themes around what he calls 'Intergalactic Macro'.
This conversation was unexpected, unplanned and just so much fun to be a part of and it left me with plenty to ponder...
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.
Thursday Mar 02, 2023
Thursday Mar 02, 2023
In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh's article about the destruction of the Nord Stream Pipeline.
As always, Doomie doesn't shy away from offering a thoughtful and well-researched appraisal of both events and, as always, the team's assessments have stirred up plenty of emotion amongst their readership.
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.
Monday Feb 13, 2023
Monday Feb 13, 2023
After a hiatus forced by technical issues in the editing bay, we're back with the first of three new episodes this week - this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment.
After a useful primer on the different ways of thinking about liquidity as a phenomenon, Michael explains why and how Japan is the canary in the coal mine we've all feared it to be for so long, highlights the dangers of the crowding out of private capital in sovereign bond markets and dissects the likely fallout from a Fed pivot that he now believes is inevitable.
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.
Wednesday Dec 28, 2022
Wednesday Dec 28, 2022
My returning guest in this edition of The Grant Williams Podcast is David Dorr of Dorr Asset Management. David returns to discuss the fallout from FTX, the toppling dominoes it may set in motion, and what it means for the likes of Binance, DCG and Tether.
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.
Friday Dec 23, 2022
Friday Dec 23, 2022
My guest on this episode of The Grant Williams Podcast is Kim Ann Curtin, aka The Wall Street Coach. Kim, a 24-year veteran of Wall Street, has traded Brooklyn for Big Island of Hawai'i, where she has established an executive and trading coaching practice that works with a series of founders, CEOs and senior level executives at Fortune 500 companies around the world to help them hone and sharpen their performance.
In a fascinating conversation, Kim and I begin with the subject of fear, greed and need before branching out into a discussion about universal needs and how investors are wired to require certain things in order to function effectively.
What are those things and how do we harness our understanding of them to improve out performance? Listen in and Kim will tell you...
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.
Sunday Oct 30, 2022
Sunday Oct 30, 2022
The latest guest to grace The End Game series is hedge fund legend, value investor, reformed shortseller and poker wizard, David Einhorn.
In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market and the likelihood that inflation, far from being transitory, is now structural.
Throw in a dissection of where central banks find themselves, and a fascinating glimpse into David's experiences at some of the highest stakes poker tables in the world and you have all the ingredients necessary for a classic End Game conversation.
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!
Sunday Oct 30, 2022
Sunday Oct 30, 2022
When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I dropped everything and got him on the phone immediately.
In this superb conversation, James lays out how and why the turmoil in the UK happened and explains the implications — which extend into the depths of financial market plumbing, an area James knows better than just about anybody.
LDIs, Linkers, the box into which the Fed has painted itself and the dreadful predicament facing the BoJ all come under the microscope as James picks apart the plumbing as only he can.
Buckle up, folks. Things are about to get really interesting...
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!
Sunday Oct 30, 2022
Sunday Oct 30, 2022
Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take from here.
Gerard’s one-man mission to convince the world that Central Bankers aren’t responsible for the unfolding disaster in financial markets runs headlong into a man with a hammer to whom everything looks like a nail in Fleck but the case Gerard makes is extremely thought-provoking.
As Gerard says, investor sentiment is a three-month trailing average of the price action and, with that as a backdrop, we pick apart recent price action and dig into the ocean of data that Gerard parses for his clients in order to try and figure out what comes next...
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!
Sunday Oct 23, 2022
Sunday Oct 23, 2022
Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day.
The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.
The war in Ukraine is amplifying the situation in mainstream media headlines but, away from those, there is a balance sheet contest taking place that reveals an entirely different pecking order - one which potentially upends the global power structure.
Western sovereign debt markets are now under immense pressure with liquidity concerns escalating dramatically and currencies starting to move in directions and at speeds that are confounding central banks.
What happens next? Luke has a few ideas and, as always, they are pretty thought-provoking.
Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot 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…
So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!