The Grant Williams Podcast podkast

The Grant Williams Podcast: Doomberg - PREVIEW

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My guest in the latest episode of The Grant Williams Podcast is two things - a fast-rising star in the Twitterspshere who's been producing some of the most readable and insightful commentary on the economy, financial markets and politics over the past several months... and a green cartoon chicken. In this fascinating conversation, we discuss his journey so far, the motivations behind his deciding to put claw to keyboard and several of the topics he's covered so brilliantly in recent weeks including the nascent energy crisis, supply chain shortages, inflation and the remarkable situation in the uranium market... 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.

Więcej odcinków z kanału "The Grant Williams Podcast"

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    The Grant Williams Podcast: Simon Hunt - PREVIEW

    12:08

    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.
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    The Grant Williams Podcast: Felix Zulauf - PREVIEW

    12:31

    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.
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    The Grant Williams Podcast: Danielle DiMartino Booth - PREVIEW

    12:30

    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.
  • The Grant Williams Podcast podkast

    The Grant Williams Podcast: Julian Brigden - PREVIEW

    12:31

    My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners – one of the finest macro analysts plying his trade anywhere in the world today. In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world’s central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade. The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture. This is sobering stuff. Please make sure you’re sitting down while listening! 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.
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    The End Game Ep. 28 - Jim Bianco PREVIEW

    12:50

    Jim Bianco of Bianco Research is the latest guest to grace The End Game and what follows is a masterful dissection of Fed policy, interest rate hike probabilities and the reasons why Jim is fully onboard with the inflationary narrative. Jim explains what he’s seeing in the data to suggest that it may well be time to adjust portfolios to deal with a very different problem to those faced over the last four decades and outlines just how problematic the situation facing the Fed has become. There’s also a fascinating discussion about cryptocurrencies’ place in The End Game and a breakdown of how DeFi offers a bright future - one which, according to Jim, may well not include any Central Bank Digital Currencies. 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, and The Narrative Game so sign up today!
  • The Grant Williams Podcast podkast

    The Grant Williams Podcast: Dave Dredge - PREVIEW

    12:31

    My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore - a man with whom I had several epic conversations during my time at Real Vision. This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’ Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder. Be sure to download the letter which sparked this conversation at the link provided below - it will offer invaluable background to yet another fantastic hour of rich discourse. https://convex-strategies.com/2021/09/22/risk-update-august-2021/ 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.
  • The Grant Williams Podcast podkast

    The Grant Williams Podcast: Doomberg - PREVIEW

    12:36

    My guest in the latest episode of The Grant Williams Podcast is two things - a fast-rising star in the Twitterspshere who's been producing some of the most readable and insightful commentary on the economy, financial markets and politics over the past several months... and a green cartoon chicken. In this fascinating conversation, we discuss his journey so far, the motivations behind his deciding to put claw to keyboard and several of the topics he's covered so brilliantly in recent weeks including the nascent energy crisis, supply chain shortages, inflation and the remarkable situation in the uranium market... 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.
  • The Grant Williams Podcast podkast

    Super Terrific Happy Hour Ep. 13 - Sam Zell

    15:12

    This week, on the Super Terrific Happy Hour, Stephanie & Grant are joined by the legendary Sam Zell, a billionaire investor, entrepreneur and philanthropist whose uncanny knack of knowing not just which businesses to get into, but when to let somebody else take them off his hands (at significantly higher prices) is unmatched. In this wonderful conversation, Steph and Grant expose the details of Sam’s first ever business venture, the personality traits which give him an edge over his competitors and the methods by which he identifies potential opportunities amidst an onslaught of pitches from people keen to have him be a part of their latest venture. Frank, humble and insightful, Sam is everything you’d want him to be and so much more... Every episode of the Grant Williams podcast, including The End Game, 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!
  • The Grant Williams Podcast podkast

    The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW

    12:36

    My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia. Daniel is truly a unique thinker - something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in person several years ago in Sydney. After watching a recent Investment Committee meeting Daniel very kindly shared with me, I wanted to have him join me on the podcast to allow a wider audience to understand his framework and current thinking. What followed was yet another eye-opening discussion which, I suspect, will have you rethinking many aspects of your own investment framework. 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.  
  • The Grant Williams Podcast podkast

    The End Game Ep. 27 - Harley Bassman PREVIEW

    12:50

    Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management. In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve about the problems they’re creating, the importance of convexity (and the level to which it’s misunderstood) and what investors need to do to protect themselves. From term surfaces to the TIPs market, Harley demonstrates time and again why he’s one of the most important voices in today’s markets and ensures that, if this is your first exposure to him, you’ll be paying careful attention to what he says going forward. 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, and The Narrative Game so sign up today!

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