Afleveringen
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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.
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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.
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Zijn er afleveringen die ontbreken?
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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.
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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.
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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.
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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.
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Doomberg and I discuss various topics including Donald Trump’s golf swing and the potential importance of his recent round with Bryson DeChambeau, the assassination attempt made on Trump’s life the week prior to its airing on YouTube, conspiracy theories surrounding the Kennedy assassination, the standing down of Joe Biden, and the potential nomination of Kamala Harris and the conspicuous lack of media coverage since these major upheavals in American politics took place. This one will no doubt set a few tongues wagging and probably drive plenty of emails from those energized by the subject matter but, at the end of the day, please try to remember that I’m just a boy, standing in front of a Green Chicken, asking it to talk to me.
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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In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his predictions suggest that their industry may become obsolete. We also discuss the possibility that policymakers either don’t understand the situation, refuse to acknowledge it, or are too deep in to change course, and Luke also highlights the need for a new benchmark for pristine collateral, which he believes will be gold. Also under the microscope is the latest CBO report, which shows the need for a “super bubble” in the US, and Luke offers an explanation as to why he believes a recession in the US is unlikely. Finally, we conclude by looking at the potential outcomes of the current fiscal situation, including the possibility of retrenchment and reshoring or a dangerous escalation leading to nuclear war. Plenty to think about here with Luke once again on top 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.
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In this episode of The End Game, Bill and Grant are joined by returning guest, Cem Karsan, founder of Kai Volatility, for a mind-bending conversation about the importance and influence of structural flows passive investing and structured products. Cem explains that the market is currently being supported by these structural flows, which have kept the market from experiencing normal fundamentals. However, Cem explains why he believes that at some point, these structural forces will be overcome by fundamental negatives and valuations, leading to a major market correction. Also discussed are the importance of volatility and dispersion in the market, and how these factors can indicate the health of the underlying supply of volatility. and we also touch on the potential for inflation and the role of central banks in managing the debt and inflationary pressures. Cem warns that, while the market may continue to rise in the short term, there are significant risks and challenges ahead that could lead to a major market downturn so beware!
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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In this episode of The End Game, Bill and Grant are joined by the excellent “Le Shrub,” an anonymous Twitter account both of us have followed religiously for several years. Le Shrub discusses his approach to investing and his use of social media as a feedback loop mechanism. He also shares his views on Japan’s monetary policy, the role of gold and real assets as hedges against fiscal recklessness, and the potential for a market crash after the US election. We discuss the importance of having an outsized allocation to commodities and cash-flowing assets to protect against the risks posed by policymakers’ monetary and fiscal policies, and the significance of certain events, such as the South African elections and the recent Freddie Mac proposal, in shaping market dynamics.
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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In the latest episode of This Week In Doom, Grant and Doomberg turn their focus to China’s strategic push to become self-sufficient in semiconductor technology, drawing parallels to its successes in electric vehicles and solar energy. Along the way, Doomberg highlights China’s use of intellectual property theft and internal competition to establish national champions like Huawei and we also cover the geopolitical implications of U.S. and European sanctions on China, emphasizing the potential for China to dominate despite Western efforts. Finally, we pick apart the shifting global power dynamics, particularly the weakening of U.S. dollar hegemony and the strengthening alliance between China, Russia, and the global south as we try our hardest to figure out what the hell happens next.
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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Joining Bill and me for the latest episode of The End Game is fintwit superstar Paulo Macro as we pick apart the problems facing a series of central banks and try to handicap the various outcomes they face as The End Game approaches. On the slate are the Japanese economy, the yen, the Chinese renminbi, and the outlook for gold, with Paulo suggesting that Japan may have a longer road ahead in terms of fighting external pressures and that the BoJ may be able to turn the tide on the yen in the near- to medium-term. We also discusses the possibility of China allowing the renminbi to appreciate rather than devalue, the potential for a weaker dollar to drive the rest of the world’s economies and why Paulo thinks gold is acting more like a currency that may continue to strengthen against other fiat. Finally, Paulo explains why he believes the trading environment is set to become more challenging and that experienced traders will need to be more selective in their strategies.
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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Joining me for this episode of The Grant Williams Podcast, is author Mark J. Higgins who has just published his excellent new book ‘Investing in US Financial History.’ We begin by discussing the overall importance of understanding financial history and segue into a conversation about the comprehensive narrative of the US financial system from 1790 to the present which his book provides. Mark highlights the role of key figures such as Alexander Hamilton, discusses the establishment of the Federal Reserve in 1913 and introduces one of the least-known, but perhaps biggest trailblazing characters in US financial history: Hetty Green. Higgins also shares his insights on investor behavior and the cyclical nature of markets, as well as his views on the current crypto craze. Throw in Ray Dalio, Andrew Jackson, Robert Triffin and Charlie Munger and there’s something for everyone in this excellent conversation.
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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Joining Bill Fleckenstein and me once again is our favourite Aussie-based analyst, Gerard Minack, who returns to The End Game to discuss various topics including Japan’s economy and market, US fiscal and monetary policy, central bank independence, gold, and the US dollar. Gerard shares his views on Japan, explaining that while he believes the Japanese equity market is worth being bullish about, he’s not quite as optimistic about the country’s economy. He also addresses the issue of everybody’s favourite issue – Japan’s public sector debt, which Gerard believes is often exaggerated and that the crucial figure to understand -net debt – is actually much lower. We also zero in on the importance of wage growth in Japan and its impact on inflation before pivoting to discuss the broader global markets, where he sees a major gap between market expectations and actual economic conditions. Gerard believes the market is far too optimistic about earnings growth and that there is a risk of a correction in the near future. Other topics under discussion include the US dollar and the recent movements in gold and copper prices.
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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Steph and Grant return to discuss allllll kinds of stuff including (but not limited to) private credit, the Fed’s balance sheet (I know, I know) inflation and the reality around the market’s curious reliance upon rate cuts.
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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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.
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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.
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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.
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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.
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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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