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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.

The Grant Williams Podcast Grant Williams

    • Geldanlage
    • 5.0, 12 Bewertungen

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.

    The End Game Ep. 6 - Lacy Hunt

    The End Game Ep. 6 - Lacy Hunt

    Bill and Grant welcome a man who is the absolute epitome of the phrase 'a scholar and a gentleman', Lacy Hunt, to The End Game.The three discuss arguably one of the greatest trades of the century: Lacy and his partner, Van Hoisington's 40-year bet on deflation.Lacy talks about staying the course, the methodology they used to simplify their framework and what it might take for them to change tack after all this time.The perfect counterpoint to Russell Napier's appearance in Episode 5 of The End Game, Lacy uses his encyclopedic knowledge of econometric analysis, financial history and regulatory frameworks to explain why he remains resolute in the face a rising number of calls for the return of inflation.

    • 1 Std. 19 Min.
    The End Game Ep. 5 - Russell Napier

    The End Game Ep. 5 - Russell Napier

    Bill and Grant welcome Russell Napier to The End Game to discuss the reasons behind the long-term disinflationist's recent decision to step off that train and prepare for the return of inflation.Using examples from the 1690s, 1930s and 1970s, Russell makes the case for inflation in the United States hitting 4% before the end of the year and explains why recent moves by the U.S. government to circumvent the Federal Reserve have changed the game dramatically and, potentially, bring The End Game much closer.Russell offers a primer on real financial repression and explains how dangerously different the world may look in the not-too-distant future.Strap yourself in - this is another head-spinning conversation.

    • 1 Std. 15 Min.
    The End Game Ep. 4 - Jim Grant

    The End Game Ep. 4 - Jim Grant

    Bill and Grant welcome the legendary Jim Grant, founder and editor of Grant's Interest Rate Observer, and author of a number of stupendous chronicles of both financial history and those who helped shape it.The three discuss the importance of historical parallels to today's somewhat bemusing coin shortage before digging deeper into the past to examine previous inflationary episodes and discuss what lessons they might offer for our immediate future as we move towards The End Game.As always, Jim brings an encyclopaedic knowledge wrapped in an eloquence and humour sadly lacking in today's financial commentary.

    • 1 Std. 12 Min.
    Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest

    Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest

    Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation.The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the strategy just yet.Dave talks about the cycles he's witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he's learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs.A masterclass in what is, sadly, fast-becoming a lost art...

    • 1 Std. 27 Min.
    The End Game Ep. 3 - Mike Green

    The End Game Ep. 3 - Mike Green

    Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game.What follows is a good old-fashioned schooling, as Mike outlines the genesis of his work on passive's effect on the markets, the extraordinary influence it has on the world today and the way that's likely to change as we move towards The End Game.If your head isn't spinning after this remarkable conversation, then that sure as hell isn't Mike's fault...

    • 1 Std. 43 Min.
    Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest

    Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest

    Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today's markets and an idea that will really blow your hair back.Along the way, we ponder Yield Curve Control, the Robinhood phenomenon and much, much more.In a world of soundbites, this is a rare chance to listen to someone who really knows his corner of the market from the ground up.Enjoy...

    • 1 Std. 32 Min.

Kundenrezensionen

5.0 von 5
12 Bewertungen

12 Bewertungen

Rome_Traveler ,

On topic

Great questions asked to great people. Very valuable to get their perspective - thank you, guys

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