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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 the history of interest rates and tell the stor…
 
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 Russia in the wake of the invas…
 
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 this particular conversation was, as you’ll hea…
 
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 EU as i…
 
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 I never tire of picking so I’m delig…
 
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 green this year — ‘h…
 
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 c…
 
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 Biden administration should imple…
 
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 a reminder, Silver Tier subscribers t…
 
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 F…
 
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? W…
 
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 t…
 
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 h…
 
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 a…
 
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…
 
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 inclu…
 
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 e…
 
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 momen…
 
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 foc…
 
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 …
 
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 democ…
 
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 inval…
 
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 …
 
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 …
 
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 wond…
 
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 him unique insight into the reality behind co…
 
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.…
 
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 Br…
 
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…
 
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…
 
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 fina…
 
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 jou…
 
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 conv…
 
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 a…
 
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 c…
 
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 Michael Jordan and Kobe Bryant thanks to the…
 
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 obs…
 
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 the transition from the current financial sy…
 
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 pred…
 
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 (or lack of…
 
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 much to think about in this enormously engaging conversat…
 
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 That Make You …
 
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, with the foundin…
 
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 talked about her formative years workin…
 
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 ago by Fra…
 
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 recounts the lessons …
 
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 he laid out for me in a conversation dating ba…
 
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