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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 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!!
Monday Feb 21, 2022
Monday Feb 21, 2022
Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.
In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.
From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience...
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, 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 Feb 18, 2022
Friday Feb 18, 2022
Ben and Grant take a trip into the Metaverse™ to examine how language has been weaponized in an age of Gain of Function research to enable political actors to control the narrative – aided and abetted by Big Tech.
Our innate human understanding of the three-act story arc is being used to cajole and persuade the citizens of the world’s largest democracies to act in very distinct fashion in order to maintain control, but how many of us see through the smokescreen laid by mainstream media and understand the forces aligned against us?
Ben explains the very deliberate way in which we are being desensitized towards money and the slippery slope that lays out before us in a deeply thought-provoking conversation that will have you pondering the possibilities long after the podcast ends...
Thursday Feb 10, 2022
Thursday Feb 10, 2022
My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule.
Rick has navigated multiple investment cycles in the resource sector and learned every lesson there is to learn about how to (and how not to) invest in natural resources – something which has made his voice an invaluable one in both bull and bear markets alike.
In this conversation, we discuss the uranium market and the effect that the Sprott Physical Uranium Trust (SPUT) has had on supply and demand (as well as Rick’s plans for the Uranium Bootcamp on March 19th), plus we look at precious metals as Rick lays out his case for what he believes are the early stages of what may turn out to be another epic bull market in gold and silver.
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.
Wednesday Feb 02, 2022
Wednesday Feb 02, 2022
This is the full audio of the first in a brand new series of podcasts featuring my co-host, Doomberg (the little green chicken who could) and a series of occasional guests who we believe will enhance and broaden your understanding of the increasingly complex world surrounding us.
Many of these guests will be content creators with smaller audiences than their work deserves to whom we'll hopefully be able to offer a platform in order to help raise awareness of their work, as well as introducing our audience to great new talent.
In this first episode, we talk about recent pieces we’ve both written - fleshing out the ideas contained within them and discussing the feedback we’ve received. From crypto to energy markets and the use of both propaganda and censorship, there’s plenty into which we can sink our teeth (and beaks)...
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, 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.
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!
Sunday Jan 30, 2022
Sunday Jan 30, 2022
My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas.
Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager.
In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium.
With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space.
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, and The Narrative Game.