76 episodes

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

    • Business
    • 4.8 • 238 Ratings

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: Daniel Want, Prerequisite Capital Management - PREVIEW

    The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW

    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 ago in Sydney.

    After watching a recent Investment Committee meeting Daniel very kindly shared with me, I wanted to have him join me on the podcast to allow a wider audience to understand his framework and current thinking.

    What followed was yet another eye-opening discussion which, I suspect, will have you rethinking many aspects of your own investment framework.

    As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

    • 12 min
    The End Game Ep. 27 - Harley Bassman PREVIEW

    The End Game Ep. 27 - Harley Bassman PREVIEW

    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 convexity (and the level to which it’s misunderstood) and what investors need to do to protect themselves.

    From term surfaces to the TIPs market, Harley demonstrates time and again why he’s one of the most important voices in today’s markets and ensures that, if this is your first exposure to him, you’ll be paying careful attention to what he says going forward.

    As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

    • 12 min
    The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW

    The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW

    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 work he did with both of those great champions - helping them build and strengthen not just their bodies to withstand the physical toll of a gruelling NBA season, but also their minds - enabling these two incredible athletes to handle the extraordinary pressure that comes with being an era-defining global superstar and build a winning mentality that saw them both rise above the incredible talent all around them to become the most dominant figures in one of the most highly-competitive, athletic leagues in all of sports.

    Tim explains the secret to building a winning mentality, the sacrifices that have to be made and how to deal with both victory and defeat in a manner which allows you the freedom to put setbacks behind you and move forward with a single-minded purpose.

    The lessons Tim has both learned from and taught to the world’s greatest athletes offer so much to anyone fortunate enough to hear them and apply them to their own daily lives - whether at home, or at work.

    The parallels with the world of investing are there for all to see and the candour and clarity with which Tim shares the methods he’s developed over 30-plus years working with elite athletes is beyond refreshing.

    Tim’s book, Winning is available in all the usual places and I honestly can’t recommend it highly enough.

    As you’ll hear in our conversation, I’m hardly the target audience for Tim’s work, but I found it to be enormously compelling and incredibly thought-provoking and I know you’ll feel similarly after listening to what comes next.

    As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

    • 12 min
    The End Game Ep. 26 - Michael Howell PREVIEW

    The End Game Ep. 26 - Michael Howell PREVIEW

    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 observing in global liquidity flows at the present time as well as outlining the similarities between today and previous episodes where liquidity flows offered key clues to the future path of risk asset prices.

    The importance of China’s policy actions are explained as is the recent turbulence in the reverse repo market plus, when Michael explains how global capital markets have shifted away from being a financing mechanism to something altogether different, Bill has an ‘aha moment’.

    This is yet another tremendous conversation as the search for The End Game continues.

    As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

    • 12 min
    The End Game Ep. 25 - Kyle Bass PREVIEW

    The End Game Ep. 25 - Kyle Bass PREVIEW

    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 system to whatever comes next.

    Kyle explains why he thinks time has run out for central banks, what he believes they’ll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates.

    Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy.


    Another wonderful addition to The End Game series.

    As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

    • 12 min
    The End Game Ep. 24 - Greg Jensen PREVIEW

    The End Game Ep. 24 - Greg Jensen PREVIEW

    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 evolving market dynamics.

    In this fascinating discussion, Greg digs deep into the current macro environment, explaining at length how Bridgewater’s framework helps them evaluate the predicament facing the world’s central banks and formulate a set of likely outcomes in terms of both policy and market response.

    The death of the ‘transitory’ narrative, the lessons to be learned from previous periods of disruption and the advantages the shrinking set of options available to policymakers offer investors all come under the microscope as we get an insight into the investment process  behind one of the world’s largest pools of capital.

    As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

    • 12 min

Customer Reviews

4.8 out of 5
238 Ratings

238 Ratings

dixie normous 12 ,

Great podcasts

Keep them coming! Great work!

Londonhairathome ,

Is Grant the best host ever????

I listen to some great Podcasts and there are lots of great people to listen to but Grant really is one the best. I’m not an investor, I just love financial podcasts so it’s not worth me subscribing to the extra content but before the paywall I loved every interview. This and Macrovoices are truly great shows and should be compulsory for everyone that wants to really understand the world-thanks Grant.

libertariansrock ,

Masterful

Grant is such a cool customer. He's calm, measured, thoughtful and interesting. He gets great guests probably because he's so well respected and without doubt has one of the best finance podcasts out there. Him and Macrovoices are the best.

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