100 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
    • 4.9 • 1.3K 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 Ep. 78 - Travis Kling FULL EPISODE

    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 discuss the delicate balance between keeping interest rates low and inflating our way out of debt, the challenges faced by central banks in managing monetary policy to support economic growth while preventing excessive inflation and the potential impact of technological innovation on inflation as well as the possibility of a great wealth transfer from older generations to younger ones. Of course, we couldn’t end without a discussion around the role of cryptocurrencies in this changing economic landscape, so there’s that as well…







    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.



     

    • 1 hr 15 min
    The Grant Williams Podcast Ep. 77 - Brent Johnson

    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 to help him understand how a sovereign debt and currency crisis might play out and how, though he’s been uncertain about markets recently, this framework has helped him navigate the volatility.
    Brent emphasizes the importance of remaining objective and questioning one’s own beliefs, as well as the need to be prepared for drawdowns in asset prices as we discusses the extraordinary bull market in certainty and the importance of diversification. There’s also time for a look at the current political situation in the US and its potential impact on the markets with Brent arguing that, while the US may be facing political and economic turmoil, the rest of the world still relies heavily on the US dollar, and a divided US would be a disaster for the global economy. Something for everyone in here…
    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

    • 12 min
    The Grant Williams Podcast Ep. 76 - Michael Howell

    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 have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt. He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates.
    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

    • 12 min
    The Grant Williams Podcast Ep. 75 - Remi Tetot

    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 to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector. Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s.
    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

    • 12 min
    This Week In Doom Ep. 18: Something For Everyone PREVIEW

    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 peak cheap oil. Doomberg’s argument that peak cheap oil is a fallacy and that human ingenuity will always find ways to extract and produce more hydrocarbons has garnered plenty of attention (and pushback) in recent weeks so here’s another chance to understand why and to hear about the backlash they received for their views on the matter. Finally, just when you think we’ve run out of controversial subjects, the conversation turns to an upcoming piece on the assault on climate denialism and the labeling of certain views as hate speech…
     
    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

    • 12 min
    The Grant Williams Podcast: Shifts Happen - Episode Seven FULL EPISODE

    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 hot enough, and the de-dollarization of global oil markets.
    Luke explains that China needs to de-dollarize its oil imports and commodity imports to avoid a currency crisis, which is driving the de-dollarization of global oil markets and also highlights the importance of gold in this process, as China needs gold to work in order to improve its standards of living and avoid a crisis.
    Luke believes gold will continue to rise in price, and that the pace of events is accelerating towards a US fiscal crisis. He explains the US is facing a fiscal crisis due to its high debt and deficits, and the lack of price-sensitive buyers for its treasuries and that the Fed’s choice is not inflation or deflation, but rather how it wants to lose the long end of the yield curve
    Plenty of food for thought here with Luke on fine form.
    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
    Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

    • 1 hr 1 min

Customer Reviews

4.9 out of 5
1.3K Ratings

1.3K Ratings

Johnmarcusequential ,

GOAT

Grant is simply the GOAT.

Like it1234567890 ,

Zeihan

Peter Zeihan must be living in an alt universe.
His description of the Ukraine disaster sounds straight out of the Biden/ Nuland approved narrative briefing guide for gullible or worse journalists.

Smart guy for sure but spinning some tall tales but of course never mentioning the color revolution sponsored by his buddies that feed him information. He also failed to mention at all the bushie/obama push to ram NATO right up his (vlad) Pooter.

Note to Peter:
You and yours have left Russia no choice with your NATO ambitions.
There will be a land bridge to the warm water ports.
The economy is not in collapse in Russia.
And you will fail in your never ending war fever leaving Ukraine a charnel house with no men left behind.
The EU will be in shambles when your kind are through.

Waiting for the Inevitable ,

Grant and Luke

“Brilliant” is overused, but not in this case—Gromen is perhaps the finest macro analyst now writing, and Williams the finest macro interviewer currently broadcasting.

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