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
Sunday Jun 05, 2022
Sunday Jun 05, 2022
In the latest episode of The End Game, Bill Fleckenstein and I have the great privilege of welcoming Judy Shelton to the podcast for a discussion that helps place one of the key missing pieces into the puzzle we’ve been attempting to assemble – the honest and frank perspective of a central banking insider.
After her nomination to the board of the Federal Reserve by President Donald Trump in 2018, Judy’s appalling treatment at her Senate confirmation hearings demonstrated the very worst of partisan politics at an incredibly toxic time in America.
A letter signed by 100 economists, including seven Nobel laureates, opposing her appointment suggests, to me, at least, that she would have been the perfect person to bring necessary change to an institution whose many failings are becoming more apparent by the day.
Judy’s openness, insight and willingness to discuss the practicalities and limitations of modern-day central banking in this conversation are a breath of fresh air and worthy of our deepest respect and gratitude.
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!
Wednesday Jun 01, 2022
Wednesday Jun 01, 2022
Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines are being stretched and, in the case of the EU, economic suicide is being committed.
What happens to the dollar? Will the US balance of payments finally start to matter and what are the chances of a hyperinflationary outcome? All of these questions and more are pondered in the wake of the surprising strength of the rouble and the increasing inflationary pressure being heaped upon Western governments who can’t seem to get out of their own way.
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!
Monday May 30, 2022
Monday May 30, 2022
My guest in this edition of The Grant Williams Podcast is Tarric Brooker, an Aussie analyst who has become a must-follow for me and I think anyone interested in better understanding Australian politics, markets and, of course, the country’s fabled housing bubble.
Tarric and I spoke on the eve of the Australian general election – an event in which the incumbent Liberal PM, Scott Morrison was unceremoniously ousted in favour of Labor’s Anthony Albanese (or ‘Albo’ to Aussie voters!!).
The one thing that both parties have in common is an unhealthy desire to make sure the property market doesn’t crash - however, this time around, with inflation tying the RBA’s hands, the incoming Premier may not have things all his own way...
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.
Tuesday May 24, 2022
Tuesday May 24, 2022
On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a $60 billion meltdown.
Joining us are two high profile critics of the crypto space, Bennett Tomlin and George Noble. Bennett and his co-host Cas Piancey have been at the forefront of thoughtful criticism of the cryptoverse with their excellent podcast, Crypto Critics Corner, while George has taken the bit between his teeth on behalf of Wall Street and become an Establishment lightning rod determined to force regulators into action.
As always, the subject leads to raised voices and inflamed passions but... would you want it any other way?
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 May 16, 2022
Monday May 16, 2022
My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception.
Variant Perception’s pedigree is best-in-class. Their research uses a framework of proprietary leading economic and liquidity indicators to identify investment opportunities across asset classes. Those indicators are a great blend which cover tactical, cyclical and structural time horizons.
In this conversation, Tian and I discuss what those indicators are telling him, how inflation changes the landscape, the signals being sent by term premiums and the sea change that may finally allow those brave enough to take on ‘The Widowmaker’ trade to come out on top.
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!
Monday May 16, 2022
Monday May 16, 2022
Joining me on this installment of The Grant Williams Podcast is my friend, David Hay of Evergreen GaveKal in Bellevue, WA.
David and I discuss the dilemma facing central banks, the ways in which the return of inflation change the investment landscape, the ongoing tech wreck, the importance (and reliability) of David’s preferred measure of breakouts and breakdowns, the painful lessons he learned before discovering that particular measure and energy - a space in which David has been investing for many years
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 Apr 24, 2022
Sunday Apr 24, 2022
Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads have sparked debate and educated thousands.
In this conversation, we discuss multiple threads of The End Game including the changing dynamics in Japan, where Kuroda-san is belatedly realising what Mick & Keith figured out almost 70 years ago: ‘you can’t always get what you want.’
Elsewhere we cover the changing face of both the oil market and the dollar as Michael highlights brilliantly why it’s time to reverse our thinking about which drives price moves in the other, the Russia/Ukraine situation, China’s options and so much more...
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 Apr 24, 2022
Sunday Apr 24, 2022
My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman.
Mike’s experience in the energy sector is unparalleled - something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets - with a particular focus on oil - and explains where consensus is likely right as well as the places that might cause a few surprises.
Swiftly putting to rest the widely-held belief of a seamless transition to green energy any time in our immediate future, Mike explains why that misconception is problematic and the likely ramifications once realization dawns more broadly.
As a reminder, Silver Tier subscribers to https://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.
Friday Apr 08, 2022
Friday Apr 08, 2022
My guest in the latest episode of the Grant Williams Podcast is the founder of Momentum Structural Analysis, Michael Oliver.
Over the years, Michael’s proprietary work on the fluctuations in momentum has been extraordinarily good at calling major market inflection points.
Where most focus on price, Michael has demonstrated time and again that momentum not only shows a wholly different market-within-a-market, but that the importance of both waning and building momentum is underestimated by the majority of market participants.
With many of Michael’s important momentum signals flashing red, this seemed like the perfect time to have him join me for a discussion on what he does, how he does it and the current signals his superb work is sending...
As a reminder, Silver Tier subscribers to https://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 and the new series This Week In Doom, with my co-host, and everybody's favourite Green Chicken, Doomberg.
Saturday Mar 12, 2022
Saturday Mar 12, 2022
My guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.
With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.
The dollar's place at the heart of the financial system is now under serious threat after the sanctions placed on Russia's central bank have fired a warning shot across the bow of every other central bank in the world.
What does this mean for gold? Oil? Bond markets? Currencies? Luke lays it all out in brilliant fashion as he explains why the moves of the last two weeks have changed the financial world as we know it forever.
Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game and the brand new series This Week In Doom, featuring my co-host, Doomberg, is available to Copper and Silver 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…
So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to www.grant-williams.com and join our exciting community today!
And with that, please enjoy the show!!