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  • 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.

  • 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.

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  • 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.

  • As we ease our way into 2024, I’m delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest!

    This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy.

    He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but… Here we go…

    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.

  • Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum.

    From the growth of passive investing and its potential impact on the market to the importance of understanding the holdings and flows of passive funds, The Two Mikes hold court in typically forthright fashion.

    Also under the microscope are the behavior of stocks like Tesla and Apple, and how fundamental valuations will eventually come into play. The conversation then shifts to the influence of politics on the market, with a focus on the actions of the Treasury and the potential impact of the upcoming election.

    Finally, we discuss the role of the Federal Reserve and its recent policies, somehow managing to trigger just about every group along the way.

    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.

  • My guest in this edition of The Grant Williams Podcast is a man who finds both himself and his field of expertise at the very heart of recent events in Ukraine, geopolitical strategist and author, Peter Zeihan.

    Peter’s books, The Absent Superpower, The Accidental Superpower and Disunited Nations have been incredibly helpful to me in understanding the strengths and weaknesses of not just the global geopolitical landscape as a whole, but also the individual countries involved in the escalating tensions.

    His upcoming book The End Of The World Is Just The Beginning is set to be an absolutely invaluable addition to his excellent work.

    In what is an intensely though-provoking and painfully realistic assessment of the war in Ukraine, Peter pulls no punches in laying out where we currently stand, why we are where we are, and the many painful roads the world may well travel from here in the weeks and months to come.

    This conversation isn’t for the faint of heart, but Peter’s understanding of the range of outcomes available to us is incredibly valuable at what is shaping up to be a pivotal time for mankind in so many ways.

    Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game and the brand new series This Week In Doom, featuring my co-host, Doomberg, is available to Copper and Silver 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…

    So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to www.grant-williams.com and join our exciting community today!

    And with that, please enjoy the show!!

  • Joining me for the final episode of The Grant Williams Podcast in 2023 is returning guest, Michael Oliver, the brains behind Momentum Structural Analysis (MSA) – one of the most original and, in my experience, accurate forecasters of asset prices right across the spectrum.

    In a hugely enjoyable conversation, we discuss the current state of the markets and what to expect in 2024. Michael explains his unique approach to technical analysis, which focuses on momentum rather than price, and emphasizes the importance of looking at long-term trend structures and how they can provide a different perspective on market patterns.

    Also under the microscope are the potential impact of the upcoming US elections and the increasing division in the country. Michael explains why he believes that there is no outcome of the election that will be peaceful and that this could have significant implications for the markets.

    Lastly, he also highlights the potential for a rally in gold and commodity-related stocks. Whichever way you cut it, Michael’s analysis suggests that investors should be cautious in the face of potential market volatility in the coming year.

    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.

  • In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy.

    Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization.

    Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market.

    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.

  • The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the 'creation' of hydrogen and the ongoing attempts to wean the world off a diet of meat.

    As always, Doomberg brings a little much-needed sanity to the debates around all three issues, using outdated concepts such as science and common sense to debunk much of what mainstream media is force-feeding its consumers.

    As the world around us gets a little more unhinged with each passing day, we're fortunate to be able to call upon a cartoon fowl to provide a little perspective.

    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.

  • Returning to The Grant Williams Podcast for the latest episode is my dear friend, and most requested guest, Felix Zulauf.

    Once again, Felix offers a comprehensive roadmap for the coming months, including another tour de force assessment of bond markets, equity markets, currencies, commodities and the various (and mounting) geopolitical challenges facing investors in all corners of the globe.

    Felix walks us through his framework for 2024 and 2025, explains where adjustments have been made from his eerily prescient predictions a year ago and outlines the results of his constant reevaluation of the various short- and long-term cycles which form the foundation of his extraordinary work.

    Bitcoin, gold, the Japanese yen and yes (TRIGGER WARNING), climate change all come under Felix’s microscope, so sit back and enjoy one of the true greats of our business in full flow.

    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.

  • As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

    Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

    Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

    Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

    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.

  • Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity culture in Japan which, it’s fair to say, would send the horses scuttling from the barn. James also highlights the potential spillover effects and changes in incentives for Japanese savers, which could impact global bond markets and capital flows.

    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.

  • Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization in China’s economic transformation and the potential risks and opportunities it presents. Also emphasised is the importance of understanding the complexities of China’s economy and its geopolitical ambitions.

    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.

  • In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.

    James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it.

    Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us.

    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.

  • Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.

    Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.

    This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.

    Definitely a conversation not to be missed.

    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.

  • Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the conversation more than lived up to my lofty expectations. Subjects under discussion include why Chris believes the market is underestimating how long higher inflation will persist (and the ramifications that will surely follow), why he believes this time the world’s central banks will be forced […]

    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.

  • Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth of experience has spawned an incredibly original and extremely broad perspective on just about every aspect of financial markets. In a remarkable and wide-ranging conversation, Marvin explains how he uses thematic ideas to help understand and explain market movements and we dig deep into several

    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.

  • Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated 'bleed' in premium during times of dampened volatility so, with September fast-approaching, we thought it was a perfect time to chat with him as markets prepare to wake from their traditional summer slumbers.

    Kris' thoughts about what to expect as we move towards the back end of 2023 are incredibly interesting, with his expected scenario for the rest of this year having the potential to create quite the stir in markets lulled to sleep by the constant downward pressure on vol over recent years.

    Buckle up, folks!

    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.

  • Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O'Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world.

    Through his background as a senior marketing executive, Richard's deep understanding of brand and IP helped him identify what is a multi-billion dollar gap in a world where content is being created in ever-more diverse media.

    What role can Blockchain play in finding a potential solution to the problem of IP theft and how can technology secure the rights to artists' work as human creativity continues to push new boundaries? Tune in and find out.

    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.

  • The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies.

    Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer.

    Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.

    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.