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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 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.
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you’ll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical.
In this wonderful conversation, Simon shares his thoughts on Vladimir Putin’s latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve.
There’s also time for a little update on the current state of physical gold markets as Simon shares what he’s being told by refiners and investors alike...
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.
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.
With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.
Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.
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.
Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.
Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’.
In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market - something about which his knowledge is extensive.
This was the perfect way to kick of 2022. Happy New Year to you all!
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.
Friday Dec 17, 2021
Friday Dec 17, 2021
Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.
In another masterclass of macro thinking, Felix explains his bi-directional view of markets, which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.
The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.
As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.
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.
Sunday Nov 14, 2021
Sunday Nov 14, 2021
My very special guest for this episode of The Grant Williams Podcast is my friend, Danielle DiMartino Booth, the CEO and Chief Strategist of Quill Intelligence LLC. and the author of the bestselling book Fed Up.
With Fed Chair Jay Powell’s renomination the source of enormous speculation amidst a concerted push by Beltway powerbrokers to get Lael Brainard ensconced in the corner office at the Marriner S. Eccles Building, and a series of highly distasteful revelations about the private trading activity of several Fed governors (including Powell himself) in the news cycle, Danielle offers the benefit of her intimate understanding of the institution, the politics surrounding it and the individuals involved in the ongoing drama to help us understand the potential outcome and what it might mean for markets.
This is a thoroughly entertaining and hugely informative hour that I know you’ll enjoy immensely.
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.