The Grant Williams PodCAST

In 2020, I stoked the fire of my passion for interviewing brilliant people by launching The Grant Williams Podcast. Alongside my own interviews, I added three additional streams, each with a fantastic co-host: The End Game (with Bill Fleckenstein), The Super Terrific Happy Hour (with Stephanie Pomboy), and The Narrative Game (with Dr. Ben Hunt).

The response has been overwhelming. In only 5 months, these interviews have been downloaded over 1 million times, placing this content squarely in the top 0.1% of podcasts offered in the vast marketplace.

PODCAST Series

Recent Episodes

The End Game Ep 19 – Gerard Minack, Minack Advisors

Bill and Grant welcome Gerard Minack of Minack Advisors in Sydney to The End Game to discuss certain ‘issues’ Gerard took with some of the points made by previous guests in the series. Gerard concurs about the importance of the inflation vs. deflation debate, but has a few important, idiosyncratic ideas of his own to […]

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The Grant Williams Podcast: Luke Gromen – FFTT LLC

Luke Gromen is a good friend and a master at joining seemingly obscure dots into a narrative that helps explain the bigger macro picture. Over the years his work has helped me piece together complex strategic and geopolitical narratives that have helped inform my views on precious metals, oil, currencies and capital flows. In this conversation, […]

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The End Game Ep 18 – ‘Markets In Turmoil’ Edition featuring Marc Cohodes & Dr. Ben Hunt

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special ‘Markets In Turmoil’ edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and […]

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The Grant Williams Podcast: James Davolos – Horizon Kinetics

One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts.

Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics?

Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think!

In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.

This content is only available for active subscribers. Subscribe

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Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

This content is only available for active subscribers. Subscribe

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The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 19 – Gerard Minack, Minack Advisors

Bill and Grant welcome Gerard Minack of Minack Advisors in Sydney to The End Game to discuss certain ‘issues’ Gerard took with some of the points made by previous guests in the series. Gerard concurs about the importance of the inflation vs. deflation debate, but has a few important, idiosyncratic ideas of his own to […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Luke Gromen – FFTT LLC

Luke Gromen is a good friend and a master at joining seemingly obscure dots into a narrative that helps explain the bigger macro picture. Over the years his work has helped me piece together complex strategic and geopolitical narratives that have helped inform my views on precious metals, oil, currencies and capital flows. In this conversation, […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 18 – ‘Markets In Turmoil’ Edition featuring Marc Cohodes & Dr. Ben Hunt

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special ‘Markets In Turmoil’ edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: James Davolos – Horizon Kinetics

One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts.

Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics?

Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think!

In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.

Listen Now »

Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

Listen Now »

The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

Listen Now »