- wöchentlichErscheinungsrhythmus
- 30 mintypische Länge
- vor 21 Std.letzte Folge
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. grant-williams.com
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The Grant Williams Podcast Ep. 136 - Marvin Barth FULL EPISODE
Marvin Barth of Thematic Markets returns to The Grant Williams Podcast for a conversation I think is particularly important—not because his recent forecast for the US midterm elections proved correct, but precisely because it didn’t. Before
The Grant Williams Podcast Ep. 134 - Steve Clapham
In this episode of The Grant Williams Podcast, I’m joined by returning guest, forensic accountant and investment analyst Steve Clapham for a wide-ranging conversation about what happens when markets built on cheap money, leverage and compel
The Grant Williams Podcast Ep. 135 - Marvin Barth FULL EPISODE
Marvin Barth of Thematic Markets returns for a fascinating conversation about the approaching US midterm elections and why he believes the consensus view of what happens in November may be resting on some very shaky assumptions. While conve
The Grant Williams Podcast Ep. 133 - Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins me for a fascinating conversation about investing, conviction and the advantages that can still exist for individuals willing to venture into the neglected corners of pub
The End Game Ep 61 - Mike Green PREVIEW
On this episode of The End Game, Bill Fleckenstein and I welcome Mike Green for a fascinating conversation about a force that has quietly become one of the most important drivers of modern financial markets: passive investing. Mike argues t
The Grant Williams Podcast Ep. 132 - Jared Dillian
In this episode of The Grant Williams Podcast, I welcome back Jared Dillian for a fascinating conversation about his terrific new book, The Awesome Portfolio, and a deceptively simple question: what should an investment portfolio actually b
The Grant Williams Podcast Ep. 131 - Andrew McDermott
In this episode of The Grant Williams Podcast, I welcome back Andrew McDermott of Mission Value Partners for a fascinating reassessment of one of the world’s most misunderstood economies. While many investors remain focused on Japan’s curre
The Grant Williams Podcast Ep. 130 - Gerard Minack
In this episode of The Grant Williams Podcast, I welcome back Gerard Minack back for a fascinating discussion about one of the most consequential questions facing investors today: whether AI represents a durable investment opportunity or an
The Grant Williams Podcast Ep. 129 - Marvin Barth
In this episode of The Grant Williams Podcast, I welcome Marvin Barth of Thematic Markets back for a characteristically wide-ranging conversation about central banking, fiscal sustainability, and the intellectual frameworks underpinning mod
The Grant Williams Podcast Ep. 128 - Brent Johnson
In this episode of The Grant Williams Podcast, I welcome back Brent Johnson of Santiago Capital for a thoughtful and wide-ranging discussion built around Brent’s latest piece, The Band, and the evolution of his long-standing dollar thesis.
The Grant Williams Podcast Ep. 127 - Rick Rule FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome my dear friend Rick Rule into the studio for a wide-ranging discussion about commodities, capital allocation, and the kind of opportunities that emerge when patience meets deep indust
The Grant Williams Podcast Ep. 126 - Dominic Frisby FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by author Dominic Frisby for a conversation that is equal parts monetary history, philosophy, and comedy. Best known to many as a comedian, writer, and commentator, Dominic brings a
The Grant Williams Podcast Ep. 125 - Brendan Ballou
In this episode of The Grant Williams Podcast, Brendan Ballou returns for a fascinating and deeply important conversation about the rise of forced arbitration and the quiet transformation of the American legal system. Brendan explains how w
The Grant Williams Podcast Ep. 124 - Dave Dredge
In this episode of The Grant Williams Podcast, I welcome my good mate Dave Dredge of Convex Strategies for a fascinating conversation about fragility, portfolio construction, and why so many traditional investment frameworks are no longer f
The Grant Williams Podcast Ep. 123 - Jawad Mian FULL EPISODE
In this episode of The Grant Williams Podcast, I reconnect with Jawad Mian for a deeply thoughtful conversation that moves seamlessly between markets, personal evolution, and the challenge of building an intellectually honest life in an inc
The Grant Williams Podcast Ep. 122 - Simon Hunt
In this episode of The Grant Williams Podcast, I welcome my old friend, and veteran copper analyst Simon Hunt for a sweeping conversation that connects the war in Iran to supply chains, commodities, monetary power, and the future of the glo
The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome David Leiter for a lively and highly practical conversation about his new book, Stop Making Stupid Investments: 7 Rules to Avoid the Hype and Build Real Wealth. David traces the unlik
The Grant Williams Podcast Ep. 120 - Danielle DiMartino Booth
In the latest episode of The Grant Williams Podcast, I welcome Danielle DiMartino Booth back for a wide-ranging conversation about a macro backdrop that feels increasingly detached from the official story. Danielle explains why consumer sen
The Grant Williams Podcast Ep. 119 - Marvin Barth
In this episode of The Grant Williams Podcast, I’m joined once again by Marvin Barth to unpack a rapidly shifting geopolitical and monetary landscape through the lens of the superb recent piece he published titled “Alea Iacta Est”—the die i
The Grant Williams Podcast Ep. 118 - David Murrin
In this episode of The Grant Williams Podcast, Grant is joined by David Murrin for a sweeping and provocative discussion about the structural forces shaping today’s geopolitical landscape. David argues that current conflicts—from Ukraine to
The Grant Williams Podcast Ep. 117 - Tian Yang
In this episode of The Grant Williams Podcast, I’m joined by Variant Perception’s Tian Yang for a sweeping discussion of what he calls a “late-cycle macro, early-stage regime shift.” Tian argues that the global economy is pivoting away from
The Grant Williams Podcast Ep. 116 - Simon Mikhailovich
With the recent volatility in precious metals raising an inordinate amount of questions (and generating an even greater amount of hot takes and opinions from let’s just say ‘commentators who are relatively inexperienced in the idiosyncrasie
The Grant Williams Podcast Ep. 115 - Michael Every FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by Rabobank’s Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hype
The Hundred Year Pivot Ep. 12 – Kamran Bokhari
In this episode of The Hundred Year Pivot, Demetri and I are joined by geopolitical strategist Kamran Bokhari for a sweeping, historically grounded exploration of how Iran arrived at its present moment of instability—and where it may be hea
The Hundred Year Pivot Ep. 11 – Brian Winter
Demetri and I welcome journalist and author Brian Winter to The Hundred Year Pivot to discuss the recent events in Venezuela and where they fit into the upheaval coming at us from seemingly every direction. Brian is the editor-in-chief of A
The Grant Williams Podcast Ep. 114 - Dr. John Bosetti, MD. FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by Dr. John Bosetti, MD, an eye surgeon who has dedicated his career to tackling one of the most devastating—and most solvable—health crises in the developing world: preventable blin
Super Terrific Happy Hour Ep. 26: The Downloadable Ringtone
In this episode of Super Terrific Happy Hour, Steph and I return with our customary blend of easy-going banter coupled with a shameless plug and a sobering assessment of the global financial landscape. What begins with complaints about the
The Grant Williams Podcast Ep. 113 - Diana Choyleva
In this episode of The Grant Williams Podcast, I welcome Diana Choyleva, Chief Economist at Enodo Economics, for a rigorous unpacking of what ‘de-dollarisation’ really means—and what it doesn’t. Moving beyond the familiar extremes of “the d
The End Game Ep. 58 - Gerard Minack PREVIEW
n the latest episode of The End Game, Bill and I welcome Gerard Minack for a masterclass in macro perspective and market realism. Gerard, founder of Minack Advisors, dissects the current investment landscape—where AI euphoria collides with
The Hundred Year Pivot Ep. 10 – Peter Atwater
In this latest episode of The Hundred Year Pivot, Demetri Kofinas and I are joined by Peter Atwater, adjunct professor at William & Mary and author of The Confidence Map: From Chaos to Clarity. Together we explore Peter’s groundbreaking fra
