The Grant Williams Podcast’explicit

My guest on this edition of The Grant Williams Podcast is Travis Kling of Ikigai Asset Management, who joins me to explore a concept gaining increasing traction in today’s market environment – financial nihilism. Along the way, we also discuss the delicate balance between keeping interest rates low and inflating our way out of debt,[...]

Joining me on this episode of The Grant Williams Podcast is my great friend Brent Johnson of Santiago Capital, for a discussion about global markets and, of course, The Milkshake Theory. Brent explains how he uses the Theory as a framework to help him understand how a sovereign debt and currency crisis might play out[...]

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets. Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal[...]

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research. We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as[...]

Join Doomberg and I as we discuss several topics sure to stir even the most languid of blood including the ongoing conflict between Russia and Ukraine, the changing nature of warfare with the rise of drone technology, and the concept of peak cheap oil. Doomberg’s argument that peak cheap oil is a fallacy and that[...]

A long-overdue episode seven of Shifts Happen sees Luke Gromen return to discuss the pace at which three things are happening: the acceleration of the US fiscal crisis and debt spiral, the Fed’s policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets. Luke explains that China needs to[...]

As we ease our way into 2024, I’m delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest! This time out, he and I discuss, amongst other things, the[...]

Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum. From the growth of passive investing and its potential impact on the market to the importance of[...]

My guest in this edition of The Grant Williams Podcast is a man who finds both himself and his field of expertise at the very heart of recent events in Ukraine, geopolitical strategist and author, Peter Zeihan. Peter’s books, The Absent Superpower, The Accidental Superpower and Disunited Nations have been incredibly helpful to me in[...]

Joining me for the final episode of The Grant Williams Podcast in 2023 is returning guest, Michael Oliver, the brains behind Momentum Structural Analysis (MSA) – one of the most original and, in my experience, accurate forecasters of asset prices right across the spectrum. In a hugely enjoyable conversation, we discuss the current state of[...]

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions[...]

The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the 'creation' of hydrogen and the ongoing attempts to wean the world off a diet of meat. As[...]

Returning to The Grant Williams Podcast for the latest episode is my dear friend, and most requested guest, Felix Zulauf. Once again, Felix offers a comprehensive roadmap for the coming months, including another tour de force assessment of bond markets, equity markets, currencies, commodities and the various (and mounting) geopolitical challenges facing investors in all[...]

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me. Equal parts hilarious, head-scratching and powerful, Zeke does[...]

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity[...]

Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization[...]

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.[...]

Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker. Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each[...]

Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the[...]

Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth[...]

Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated 'bleed' in premium during times of dampened volatility so, with September fast-approaching, we thought it was[...]

Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O'Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world. Through his background as a senior marketing executive, Richard's deep understanding of[...]

The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies. Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity[...]

Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area. Several of Tom's letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking[...]

Joining me in this episode of The Grant Williams Podcast is the Sydney-based CEO of Freelancer.com, Matt Barrie. Matt was recently invited to give the opening keynote at the Sydney Morning Herald's Sydney 2050 Summit and, it's safe to say that, once Matt left the stage 40 minutes later, the room had been stunned into silence. The Australia[...]

Joining me in this episode of The Grant Williams Podcast is Matt Stoller, former Congressional staffer and author of Goliath: The 100-Year War Between Monopoly Power and Democracy and the excellent Substack BIG. Matt's work on the threat posed by monopoly power is exceptional and, in this fascinating conversation we cover the challenges he's faced in taking on[...]

Joining me on this edition of The Grant Williams Podcast is returning guest, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, LLC in Dallas, TX. Danielle's knowledge of the inner workings of the Federal Reserve has been invaluable both to her clients and the broader financial community in recent years and her analysis[...]

Episode Five of Shifts Happen brings into focus the recent 'quickening' around the de-dollarization narrative and the impossible-to-ignore elevation in comments from world leaders questioning the logic underpinning their forced adoption of the US dollar in many cross-border trades. From the numerous bilateral trade agreements being struck that circumvent the dollar to the rising percentage[...]

Bill and Grant return for a no-holds-barred conversation with the great Steve Eisman of The Eisman Group within Neuberger Berman. Steve is no stranger,  thanks both to his exploits during the GFC and the stupendous portrayal of those exploits by Steve Carell in the movie version of Michael Lewis' wonderful book, The Big Short. Steve explains the[...]

Author Brendan Ballou joins me to discuss his superb new book, Plunder: Private Equity's Plan to Pillage America in the latest episode of The Grant Williams Podcast. After graduating Columbia and Stanford Law, Brendan served as a Federal prosecutor and Special Counsel for Private Equity in the Justice Department's Antitrust Division, where his mandate was[...]

In the ninth episode of The Narrative Game, Epsilon Theory's Dr. Ben Hunt returns to discuss the narrative aspects of the sudden surge in mainstream commentary around the drive towards de-dollarization on the part of China, Russia, Iran et al. Suffice to say, all is not what it might seem. Elsewhere, with the indictment of[...]

My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the College of William & Mary. Peter's stellar work on the importance of mood and confidence has long been an important touchpoint for me when evaluating market conditions and likely paths[...]

My guest on this episode of The Grant Williams Podcast is Diana Choyleva, the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting company that focuses on China and its global impact. Our conversation centres, of course, around China, as Diana explains how her background growing up in Bulgaria has helped[...]

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O'Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as[...]

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 -[...]

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[...]

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,[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

In the latest episode of The End Game, Bill and Grant welcome author and financial historian non-pareil, Edward Chancellor back to talk about his new book The Price Of Time. During his first appearance on The End Game, Ed teased us with a book he was in the process of wrapping up which would chronicle[...]

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU's creaking energy policy, the effects of sanctions against[...]

The latest episode of The Grant Williams Podcast features the wonderful personality and profound intellect of Sir Steven Wilkinson - a man I’ve admired for a long time and who, earlier this year, I had the great pleasure of spending a day with as part of the Gold Tier About Time series. The genesis of[...]

In the latest episode of The Narrative Game, Ben and Grant discuss the Narrative Early Warning System (N.E.W.S.) developed by Ben and Rusty Guinn to help not just investors, but everybody understand and sidestep the increasing amount of ‘controlled’ news funneled into our social media feeds, news sources and conversations with friends. NEWS is the[...]

The latest episode of The Grant Williams Podcast sees the welcome return of geopolitical strategist and author, Peter Zeihan - a man who has, in his previous two appearances, shaken many long-held assumptions about the balance of geopolitical power. This time Peter trains his gaze on Europe, picking apart the strengths and weaknesses of the[...]

After his appearance on The End Game last year, I’ve had countless requests to bring back my latest guest for another conversation to discuss the state of the monetary world with a special focus on precious metals and though his encyclopedic historical lens. Dan Oliver is a great friend and has the kind of brain[...]

Episode 35 of The End Game sees Bill and Grant welcome Goldman Sachs Global Investment Research Global Head of Commodities Research, Jeff Currie for a discussion around the current dynamics in the commodities sector and their potential place in The End Game. Jeff’s thoughts on the importance of the only two asset classes in the[...]

Episode 34 of The End Game sees the welcome return of Bridgewater Associates co-CIO, Greg Jensen who joins us again to reflect on his enormously prescient first appearance just under a year ago. (That episode is now available in full at https://www.grant-williams.com/podcast/the-end-game-ep-24-greg-jensen ) During that original conversation, Greg called the current inflationary headwinds roiling the[...]

On the seventh episode of This Week In Doom, Grant and The Green Chicken take a dive into some of the recent pieces published by the Doomberg team, zeroing in on ludicrous energy policies, the real definition of the scientific method, the move to censor open debate, the strength of the Russian Ruble and tactics[...]

The Lord Of The Dark Matter, James Aitken returns to The End Game to handicap the predicament in which central bankers find themselves now that the RBA has been forced away from yield curve control and Japan's currency and JGBs (the fabled Widowmaker Trade) are once again in the crosshairs of the bond market As[...]

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[...]

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.[...]

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 –[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 –[...]

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[...]

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[...]

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[...]

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:[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

This edition of The Grant Williams Podcast is a little different - delightfully so. My guest is Tim Grover, the CEO of Attack Athletics and the author of two phenomenal books Relentless and, most recently, W1nning. Tim will be familiar to any of you who were, like me, NBA geeks during the careers of both[...]

In the financial market context, the word ‘liquidity’ is three very distinct things: overused, misunderstood and crucially important. In the latest edition of The End Game, CrossBorder Capital’s Michael Howell joins Bill and Grant to shed some light on those three key factors, explaining how he views liquidity, why it’s so crucial and what he’s[...]

The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX. Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in[...]

Our special guest on the latest edition of The End Game is Greg Jensen, the Co-CIO of Bridgewater Associates, the $140billion asset manager based in Westport, Connecticut. Over his 25-year career at the firm, Greg has spent an inordinate amount of time using historical precedents to construct ever-more complex algorithms to help understand and predict[...]

The Super Terrific Happy Hour returns with Steph Pomboy up a mountain in bear country contemplating all kinds of fascinating data points and dissecting them in her own inimitable way. The conversation is filled with F-bombs as Grant and Steph ponder a cornucopia of topics from fundamentals to ‘flations to the Fed, froth and flawlessness[...]

Recently, my journey of understanding has taken me into a few shady corners of the cryptocurrrency universe and this week, I make my last foray into that world (for the time being, at least) as I talk to David Dorr, co-Founder of Coro Global and Dorr Asset management and a man who gave me so[...]

My recent foray into the world of the stablecoin tether and the companies and personalities surrounding it has been utterly fascinating. I’ve seen many curious things during my career but the seemingly blatant nature of what certainly seems, at face value, like a gigantic fraud, has astonished me. In the recent June edition of Things[...]

My guest this week is the founder of Calderwood Capital, the author of Popular Delusions and my friend, Dylan Grice. Dylan’s ability to not only think about the financial world in unconventional ways, but to communicate those thoughts clearly and effectively has placed his writing in the very top echelon of the research world. Now,[...]

My guest in the latest episode of The Grant Williams Podcast is someone I’ve been dying to interview for a very long time – the wonderful Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. My anticipation was rewarded with what turned out to be one of my favourite conversations to date as Liz Ann[...]

Dan Oliver, the founder of Myrmikan Capital and author of the upcoming book, Golden Tears: A History of Credit Bubbles, joins Bill and Grant for an absolutely spellbinding conversation about, well, the history of credit bubbles. Using John Law and The Mississippi Bubble as a backdrop, Dan lays out the eerily familiar path taken centuries[...]

Founder of The Bullion Reserve, Simon Mikhailovich joins Bill and Grant for the latest episode of The End Game to discuss the idea of a failed state being a potentially unexpected resolution to the current financial and geopolitical turbulence enveloping the world. Drawing on his formative experiences in the Soviet Union and his family’s subsequent[...]

Otavio ‘Tavi’ Costa is the latest guest to grace The Grant Williams Podcast and he brings with him a wealth of knowledge and experience – earned from both from his personal background and his professional journey. Beginning with his childhood in Brazil, Tavi shares the events in his personal life which shaped his worldview and[...]

In this episode of The Grant Williams Podcast, I’m joined by a dear friend and a man who has, in many ways, inspired my own journey down the podcast rabbit hole – Demetri Kofinas, the host of the always-excellent Hidden Forces podcast. For some time, I’ve been wanting to chat to Demetri about a concept[...]

Geopolitical strategist and best-selling author, Peter Zeihan joins The End Game for a fun-filled, action-packed journey around the world to examine the existing political world order, the cracks appearing within it and the likely motivations and paths ahead of the main players. From the rising tensions between China and the U.S. to the reality of[...]

Joining Stephanie and Grant for episode 11 of The Super Terrific Happy Hour is Tony Greer of TG Macro. Beginning with Tony’s days at the storied commodity trading house, J. Aron, he walks us through his experience of both trading a previous tech bubble (and the questionable decisions it prompted), a resurgent commodity complex (and[...]

The 20th guest to grace The End Game is Josh Wolfe, the co-founder and managing partner of Lux Capital. In a deeply-fascinating conversation, Josh offers his thoughts on technology’s potential role in The End Game and explains the importance of carefully-constructed narratives in today’s financial markets. The SPAC phenomenon, the importance of volatility and the[...]

Roger Mitchell of Albachiara SAGL is Grant’s guest for the eighth episode of The Grant Williams Podcast. With the recent shambolic failure of the European Super League as a backdrop, the two discuss the escalating involvement of ‘big finance’ in the world of sport and Roger explains why American private equity money has found (and[...]

Chris Bloomstran recently questioned Ark Investment’s open-sourced research model on Twitter which resulted in him engaging with Ark analyst Brett Winton in a very public forum about a certain electric car company. For anyone who witnessed the exchange, it spoke volumes about the difference between what passes for analysis today and the kind of rigour[...]

Bill and Grant welcome Gerard Minack of Minack Advisors in Sydney to The End Game to discuss certain 'issues' Gerard took with some of the points made by previous guests in the series. Gerard concurs about the importance of the inflation vs. deflation debate, but has a few important, idiosyncratic ideas of his own to[...]