Episoder

  • Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads have sparked debate and educated thousands.

    In this conversation, we discuss multiple threads of The End Game including the changing dynamics in Japan, where Kuroda-san is belatedly realising what Mick & Keith figured out almost 70 years ago: ‘you can’t always get what you want.’

    Elsewhere we cover the changing face of both the oil market and the dollar as Michael highlights brilliantly why it’s time to reverse our thinking about which drives price moves in the other, the Russia/Ukraine situation, China’s options and so much more...

    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, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

  • My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman.

    Mike’s experience in the energy sector is unparalleled - something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets - with a particular focus on oil - and explains where consensus is likely right as well as the places that might cause a few surprises.

    Swiftly putting to rest the widely-held belief of a seamless transition to green energy any time in our immediate future, Mike explains why that misconception is problematic and the likely ramifications once realization dawns more broadly.

    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, The Narrative Game, This Week In Doom and Shifts Happen.

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  • My guest in the latest episode of the Grant Williams Podcast is the founder of Momentum Structural Analysis, Michael Oliver.

    Over the years, Michael’s proprietary work on the fluctuations in momentum has been extraordinarily good at calling major market inflection points.

    Where most focus on price, Michael has demonstrated time and again that momentum not only shows a wholly different market-within-a-market, but that the importance of both waning and building momentum is underestimated by the majority of market participants.

    With many of Michael’s important momentum signals flashing red, this seemed like the perfect time to have him join me for a discussion on what he does, how he does it and the current signals his superb work is sending...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, The Narrative Game and the new series This Week In Doom, with my co-host, and everybody's favourite Green Chicken, Doomberg.

  • My guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.

    With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.

    The dollar's place at the heart of the financial system is now under serious threat after the sanctions placed on Russia's central bank have fired a warning shot across the bow of every other central bank in the world.

    What does this mean for gold? Oil? Bond markets? Currencies? Luke lays it all out in brilliant fashion as he explains why the moves of the last two weeks have changed the financial world as we know it forever.

    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!!

  • Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.

    In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.

    From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience...

    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, 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.

  • Ben and Grant take a trip into the Metaverse™ to examine how language has been weaponized in an age of Gain of Function research to enable political actors to control the narrative – aided and abetted by Big Tech.

    Our innate human understanding of the three-act story arc is being used to cajole and persuade the citizens of the world’s largest democracies to act in very distinct fashion in order to maintain control, but how many of us see through the smokescreen laid by mainstream media and understand the forces aligned against us?

    Ben explains the very deliberate way in which we are being desensitized towards money and the slippery slope that lays out before us in a deeply thought-provoking conversation that will have you pondering the possibilities long after the podcast ends...

  • My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule.

    Rick has navigated multiple investment cycles in the resource sector and learned every lesson there is to learn about how to (and how not to) invest in natural resources – something which has made his voice an invaluable one in both bull and bear markets alike.

    In this conversation, we discuss the uranium market and the effect that the Sprott Physical Uranium Trust (SPUT) has had on supply and demand (as well as Rick’s plans for the Uranium Bootcamp on March 19th), plus we look at precious metals as Rick lays out his case for what he believes are the early stages of what may turn out to be another epic bull market in gold and silver.

    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, The Narrative Game and the new series This Week In Doom, with my co-host, and everybody's favourite Green Chicken, Doomberg.

  • This is the full audio of the first in a brand new series of podcasts featuring my co-host, Doomberg (the little green chicken who could) and a series of occasional guests who we believe will enhance and broaden your understanding of the increasingly complex world surrounding us.

    Many of these guests will be content creators with smaller audiences than their work deserves to whom we'll hopefully be able to offer a platform in order to help raise awareness of their work, as well as introducing our audience to great new talent.

    In this first episode, we talk about recent pieces we’ve both written - fleshing out the ideas contained within them and discussing the feedback we’ve received. From crypto to energy markets and the use of both propaganda and censorship, there’s plenty into which we can sink our teeth (and beaks)...

    Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, 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.

    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!

  • My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas.

    Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager.

    In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium.

    With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space.

    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.

  • My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you’ll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical.

    In this wonderful conversation, Simon shares his thoughts on Vladimir Putin’s latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve.

    There’s also time for a little update on the current state of physical gold markets as Simon shares what he’s being told by refiners and investors alike...

    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.

  • My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

    With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

    Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

    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.

  • As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

    Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’.

    In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market - something about which his knowledge is extensive.

    This was the perfect way to kick of 2022. Happy New Year to you all!

    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.

  • Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

    In another masterclass of macro thinking, Felix explains his bi-directional view of markets, which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

    The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

    As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

    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.

  • My very special guest for this episode of The Grant Williams Podcast is my friend, Danielle DiMartino Booth, the CEO and Chief Strategist of Quill Intelligence LLC. and the author of the bestselling book Fed Up.

    With Fed Chair Jay Powell’s renomination the source of enormous speculation amidst a concerted push by Beltway powerbrokers to get Lael Brainard ensconced in the corner office at the Marriner S. Eccles Building, and a series of highly distasteful revelations about the private trading activity of several Fed governors (including Powell himself) in the news cycle, Danielle offers the benefit of her intimate understanding of the institution, the politics surrounding it and the individuals involved in the ongoing drama to help us understand the potential outcome and what it might mean for markets.

    This is a thoroughly entertaining and hugely informative hour that I know you’ll enjoy immensely.

    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.

  • My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners – one of the finest macro analysts plying his trade anywhere in the world today.

    In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world’s central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade.

    The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture.

    This is sobering stuff. Please make sure you’re sitting down while listening!

    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.

  • Jim Bianco of Bianco Research is the latest guest to grace The End Game and what follows is a masterful dissection of Fed policy, interest rate hike probabilities and the reasons why Jim is fully onboard with the inflationary narrative.

    Jim explains what he’s seeing in the data to suggest that it may well be time to adjust portfolios to deal with a very different problem to those faced over the last four decades and outlines just how problematic the situation facing the Fed has become.

    There’s also a fascinating discussion about cryptocurrencies’ place in The End Game and a breakdown of how DeFi offers a bright future - one which, according to Jim, may well not include any Central Bank Digital Currencies.

    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!

  • My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore - a man with whom I had several epic conversations during my time at Real Vision.

    This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’

    Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder.

    Be sure to download the letter which sparked this conversation at the link provided below - it will offer invaluable background to yet another fantastic hour of rich discourse.

    https://convex-strategies.com/2021/09/22/risk-update-august-2021/

    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.

  • My guest in the latest episode of The Grant Williams Podcast is two things - a fast-rising star in the Twitterspshere who's been producing some of the most readable and insightful commentary on the economy, financial markets and politics over the past several months... and a green cartoon chicken.In this fascinating conversation, we discuss his journey so far, the motivations behind his deciding to put claw to keyboard and several of the topics he's covered so brilliantly in recent weeks including the nascent energy crisis, supply chain shortages, inflation and the remarkable situation in the uranium market...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.

  • This week, on the Super Terrific Happy Hour, Stephanie & Grant are joined by the legendary Sam Zell, a billionaire investor, entrepreneur and philanthropist whose uncanny knack of knowing not just which businesses to get into, but when to let somebody else take them off his hands (at significantly higher prices) is unmatched.

    In this wonderful conversation, Steph and Grant expose the details of Sam’s first ever business venture, the personality traits which give him an edge over his competitors and the methods by which he identifies potential opportunities amidst an onslaught of pitches from people keen to have him be a part of their latest venture.

    Frank, humble and insightful, Sam is everything you’d want him to be and so much more... Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, and The Narrative Game, 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.

    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!

  • 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.