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The Grant Williams Podcast Ep. 91 - Andrew McDermott
In this episode I’m joined by Andrew McDermott of Mission Value Partners to explore Japan’s remarkable journey from economic dominance to stagnation and its ongoing revival as a hub of opportunity. Andrew delves into how Japan has adapted t
The Grant Williams Podcast Ep. 90 - Demetri Kofinas FULL EPISODE
In a deeply personal and startlingly frank conversation, my great friend Demetri Kofinas and I dissect the current state of the world around us looking for answers to what is, perhaps, a set of unsolvable problems that simply need to play o
The End Game Ep. 54 - Dan Oliver PREVIEW
In another captivating episode of The End Game Fleck and I are joined by returning special guest Dan Oliver for a deep dive into the current state of global financial markets as we explore the potential consequences of shifting liquidity dy
The Grant Williams Podcast Ep. 89 - Kris Sidial
In the latest episode of The Grant Williams Podcast, volatility manager and Ambrus Group co-CIO Kris Sidial, returns for a thought-provoking conversation which delves into the intricacies of financial market volatility. The discussion cover
The Grant Williams Podcast Ep. 88 - Simon Mikhailovich
In the latest episode of The Grant Williams Podcast, Simon Mikhailovich returns to explore the increasingly intertwined worlds of geopolitics, economics, and financial markets. As we enter a period of heightened global uncertainty, Simon of
The Grant Williams Podcast Ep. 87 - Felix Zulauf
In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tensi
The Grant Williams Podcast Ep. 83 - David Murrin
In the latest episode of The Grant Williams podcast, I’m joined by Global Forecaster, David Murrin who offers us some valuable insight into his background before we dive into a riveting discussion about lateral versus linear thinking, the c
The Grant Williams Podcast Ep. 81 - Jeff Sarti
Jeff Sarti of Morton Wealth in Calabasas, CA joins me for a discussion around the ever-evolving dynamic between investor and manager the difficulties inherent in navigating changing economic circumstances through a more unconventional, more
This Week In Doom Ep. 20: FORE! He’s A Jolly Good Fellow??? PREVIEW
Doomberg and I discuss various topics including Donald Trump’s golf swing and the potential importance of his recent round with Bryson DeChambeau, the assassination attempt made on Trump’s life the week prior to its airing on YouTube, consp
The Grant Williams Podcast: Shifts Happen - Episode Eight FULL EPISODE
In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his pred
The End Game Ep. 51 - Cem Karsan PREVIEW
In this episode of The End Game, Bill and Grant are joined by returning guest, Cem Karsan, founder of Kai Volatility, for a mind-bending conversation about the importance and influence of structural flows passive investing and structured pr
The End Game Ep. 50 - Le Shrub PREVIEW
In this episode of The End Game, Bill and Grant are joined by the excellent “Le Shrub,” an anonymous Twitter account both of us have followed religiously for several years. Le Shrub discusses his approach to investing and his use of social
This Week In Doom Ep. 19: Chicken In A China Shop PREVIEW
In the latest episode of This Week In Doom, Grant and Doomberg turn their focus to China’s strategic push to become self-sufficient in semiconductor technology, drawing parallels to its successes in electric vehicles and solar energy. Along
The End Game Ep. 49 - Paulo Macro PREVIEW
Joining Bill and me for the latest episode of The End Game is fintwit superstar Paulo Macro as we pick apart the problems facing a series of central banks and try to handicap the various outcomes they face as The End Game approaches. On the
The Grant Williams Podcast Ep. 79 - Mark J. Higgins
Joining me for this episode of The Grant Williams Podcast, is author Mark J. Higgins who has just published his excellent new book ‘Investing in US Financial History.’ We begin by discussing the overall importance of understanding financial
The End Game Ep. 48 - Gerard Minack PREVIEW
Joining Bill Fleckenstein and me once again is our favourite Aussie-based analyst, Gerard Minack, who returns to The End Game to discuss various topics including Japan’s economy and market, US fiscal and monetary policy, central bank indepe
Super Terrific Happy Hour Ep. 22 - Let's Give Them Something To Talk About
Steph and Grant return to discuss allllll kinds of stuff including (but not limited to) private credit, the Fed’s balance sheet (I know, I know) inflation and the reality around the market’s curious reliance upon rate cuts. Every episode of
The Grant Williams Podcast Ep. 78 - Travis Kling FULL EPISODE
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 disc
The Grant Williams Podcast Ep. 77 - Brent Johnson
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
The Grant Williams Podcast Ep. 76 - Michael Howell
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
The Grant Williams Podcast Ep. 75 - Remi Tetot
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 t
This Week In Doom Ep. 18: Something For Everyone PREVIEW
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 pea
The Grant Williams Podcast: Shifts Happen - Episode Seven FULL EPISODE
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 h
The Grant Williams Podcast Ep. 74 - Julian Brigden 2024
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 insigh
The End Game Ep. 47 - The Two Mikes PREVIEW
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
The Grant Williams Podcast: Peter Zeihan - FULL EPISODE
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 Sup
The Grant Williams Podcast Ep. 73 - Michael Oliver 2023
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
The Grant Williams Podcast Ep. 72 - Jesper Koll
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
This Week In Doom Ep. 17 - Moles, Meat & Mayhem - FULL EPISODE
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 arou
The Grant Williams Podcast Ep. 67 - Felix Zulauf
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
