The Grant Williams Podcast

Grant Williams
The Grant Williams Podcast

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.

  1. FEB 4

    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 out to their predetermined conclusion.In a necessarily freeform conversation, Demetri offers a compelling exploration of the concept of “financial nihilism,” a provocative investment philosophy that sees speculative assets as devoid of intrinsic value, before we delve into the societal and economic forces driving this mindset, including the erosion of trust in institutions, the corruption of money the prolific rise of gambling in everyday life, and the absence of both consequences and accountability for bad actors.Together, we examine the rise of populism and moral decay, questioning whether these trends signal an inevitable descent into chaos or an opportunity for systemic reform and, while we struggle to find any sunny conclusions from the depths of personal reflection, what emerges is a sobering yet thought-provoking analysis of our current trajectory which seems set to take us further into the abyss. 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.

    1h 35m
  2. FEB 2

    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 dynamics and their impact on the financial landscape. Dan brings a wealth of knowledge to the table as he dissects the various sources of liquidity that are currently undergoing significant changes. From interest rate policies to the Federal Reserve’s balance sheet reduction and the Treasury’s management of its account, Dan paints a comprehensive picture of the challenges facing the financial system. Picking apart the intricate web of political dynamics between key financial institutions, Dan offers insights into the potential conflicts and hurdles that lie ahead and, as the discussion unfolds, we examine the broader implications of the bubble-like conditions in financial markets, drawing parallels to historical financial frenzies and their inevitable conclusions. 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.

    13 min
  3. JAN 23

    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 covers a wide range of themes, beginning with an analysis of recent shifts in volatility markets that have surprised many observers before exploring the impact of institutional investor behavior on equity market dynamics, as Kris sheds light on how large-scale positioning can lead to extreme market moves.Also under the microscope are the psychological aspects of volatility trading, as Kris offers valuable insights into the mindset required for success in what is an immensely challenging field.Throughout the conversation, Kris shares his expertise on the factors driving market instability and offers a forward-looking perspective on potential sources of future volatility, including the growing importance of bond and currency markets, providing a rare insider’s view of the complex world of volatility trading and its far-reaching implications for broader market stability. 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.

    13 min
  4. JAN 19

    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 offers valuable insights into the shifting landscape of possibilities and probabilities for major geopolitical events. The discussion delves into the “geopoliticization” of various aspects of our lives, examining how national security concerns are now taking precedence over financial and economic stability for governments worldwide. Simon also highlights the potential for severe disruptions and their cascading effects, using examples like the California wildfires to illustrate the far-reaching impacts on US finances and foreign policy. Throughout a thought-provoking conversation, the complex, interconnected nature of global events in our current environment and the importance of personal preparedness in the face of growing risks are reinforced in multiple ways. 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.

    13 min
  5. JAN 16

    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 tensions. Felix paints a sobering picture of the global economic landscape, highlighting China’s deflationary balance sheet recession, Europe’s political stagnation, and the United States’ deceptively strong economy masking an impending slowdown. He warns of potential market corrections, a shift from growth to value stocks, and the challenges facing inexperienced traders in these turbulent times. Additionally, we discuss the broader geopolitical context, including U.S.-China tensions and evolving political dynamics in Europe, all of which contribute to an environment of heightened uncertainty and risk. Just Felix being Felix… but, as always, Felix being Felix is supremely interesting stuff! 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.

    13 min
  6. 10/25/2024

    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 cycles of empires, and the geopolitical tensions between the West and China. David argues that the West is in decline while China is an ascendant power seeking global dominance and predicts an escalating series of conflicts, potentially leading to a third world war in the coming decade as China seeks to displace the US as the global hegemon. David’s detailed analysis of China’s strategic approach and the West’s vulnerabilities make a compelling case that the world is heading towards a major confrontation with grave consequences. Some of the issues discussed may prove challenging for listeners, but engaging with these difficult topics and considering their implications for the future are, without doubt, an important use of your time. 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.

    1h 36m
  7. 09/26/2024

    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 resilient approach to investing. Jeff explains how he and his colleagues try to think differently about investment strategies and portfolio diversification, particularly in the current economic environment. Jeff’s focus on building resilient portfolios that can withstand market volatility, rather than just chasing returns can be a difficult proposition in a world where quarterly returns against a benchmark have become many investors’ most important yardstick. We discuss the the importance of educating investors on long-term thinking and owning their portfolios, not just renting them and follow the breadcrumbs to how the impact of central bank policies and the growing debt burdens facing many countries, influence investment strategies focused on hard assets and hedges against inflation. 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.

    13 min
4.9
out of 5
1,326 Ratings

About

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.

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