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The Grant Williams Podcast
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The Grant Williams Podcast

Author: Grant Williams

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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.
39 Episodes
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After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers.Hear Jim's candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything right now and the subject on everybody's lips post-the U.S. election - Chinese wine stocks...
Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets.From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to create the world around us.From the option market tail wagging the equity market dog to the assured disaster awaiting the pension fund industry, Chris explains volatility's important role in the present and, importantly, the future.This is yet another profound, unmissable conversation in the search for The End Game...
Bill and Grant welcome the incomparable Felix Zulauf to The End Game.What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future.The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix's acute gaze.Once again, this episode of The End Game will have your head spinning... 
Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and China Bashers are all discussed as is the ultimate fate of the US dollar - something Dr. Faber labels a 'time bomb'.So sit back, relax and join us for an hour of vintage Faber
Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game. Entertaining, insightful and packed with historical relevance, this is a conversation you won’t want to miss.
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.
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.
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. 
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... 
Bill and Grant are joined by long-time source and master of the financial system plumbing, The Lord Of The Dark Matter, who finally reveals his true identity after a decade of anonymity.The three discuss inflation, the bond market, the options available to central banks and how they might achieve "Cold Fusion".A fascinating conversation with a true master of his craft.
Bill Fleckenstein and Grant Williams embark on a journey to try and piece together what The End Game for financial markets might look like. Will central banks have the printing press taken away from them by the bond market or will we achieve what Bill terms 'Cold Fusion'?Joining the podcast this week is a special guest who dreamed up this whole cockamamie idea...
With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding.Orwell's 1984, the words you need to recognise as both sides try to mobilise opinion and the importance of creating an 'Other' all come under the microscope as does, troublingly, Ben's choice for the big theme of 2021: regime change around the world.
Ben and Grant reconvene to discuss the broader changes evidenced by two very different presidential interviews, and the extraordinary ongoing escalation in the level of pure grift swamping the world - a situation which becomes seemingly more egregious with each passing day.Chris Cornell's level of happiness, the thoughts of Yogi Berra and Blaise Pascal and the damage that a mobster called Bobo could do to a man armed only with a bag of oranges are all referenced in an attempt to try and unravel the narratives du jour.
Ben and Grant discuss the media reaction to George Floyd's murder and the subsequent protest movement sweeping across the world. Ben explains the three phases of narrative control in a given situation and demonstrates how, even with an event as explosive as the murder of a citizen by those sworn to serve and protect, a golden opportunity for the public to be manipulated presents itself to those looking for leverage...
In the first of a series of podcasts designed to help listeners explore and understand the way narrative is used to guide nudge public opinion and steer investor psychology, Ben and Grant discuss 'Green Shoots', 'Whatever It Takes' and the now-ubiquitous 'V-Shaped Recovery'.
Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway.The three discuss John's storied career, what the gold market looked like twenty years ago, how John's experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expects to see going forward.Gold's role in a portfolio, how to identify potential investments and the importance of managing the psychological component of what can be a tempestuous ride all come under the microscope.
Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world.
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...
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...
Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he'd handle today's unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser...A conversation that's both Super AND Terrific. Happy?
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Comments (4)

Stu Porter

A bumper edition. Felix put his heart and soul into this pod cast. Thank you.

Oct 18th
Reply

Theodore Freysen

Brilliant

Sep 13th
Reply

Yelian Garcia

wish the quality of the sound was better :(...hard to understand when Russell speaks

Sep 10th
Reply

Poops

so happy I found this podcast.

Jul 13th
Reply
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