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
This Week In Doom – #16: Son Sung Blue
In the latest episode of This Week In Doom, The Green Chicken and I discuss two of the team’s most recent pieces – ‘Money Talks’ and ‘Arm’s Length,’ one of which examines the real power behind the rising oil price and the other takes a look at the latest remarkable piece of chicanery from Japan’s favourite Son.
As always, the stories Team Doomberg have to tell are both wildly fascinating and far from the mainstream takes on both subjects as Crown Prince Bin Salman flexes his considerable muscle in the oil market and Masa Son attempts to sell a stake in British chip designer ARM – but not before applying his own special brand of Fairy Dust to the deal.
Grant Williams Podcast: David Hay
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.
Grant Williams Podcast: Chris Joye
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 […]
Grant Williams Podcast: Marvin Barth
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 […]
Kaos Theory Ep 3 – Scott Smitson
Joining Michael Kao and me for episode three of Kaos Theory is Scott Smitson, Geopolitical Risk Consultant and former Strategy Branch Chief of US Southern Command (SOUTHCOM). Scott served twenty-one years on active duty in both combat arms and as an Army Strategist, reporting to the highest levels of the US military. He also spent three years as an Assistant Professor at the United States Military Academy.
Scott’s extensive experience makes him the perfect guest with whom to discuss the evolving alliance structures in the Indo-Pacific region, how the great powers are positioning assets ahead of any possible future conflict, the critical role of India, tensions over Taiwan and the growing unease among the BRICS countries.
With so many pieces in motion on the geopolitical chessboard right now, this conversation is filled with hard-won insight and critical evaluation, making it an excellent addition to our two previous conversations.
The End Game Ep 45 – Kris Sidial
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!
This Week In Doom – #16: Son Sung Blue
In the latest episode of This Week In Doom, The Green Chicken and I discuss two of the team’s most recent pieces – ‘Money Talks’ and ‘Arm’s Length,’ one of which examines the real power behind the rising oil price and the other takes a look at the latest remarkable piece of chicanery from Japan’s favourite Son.
As always, the stories Team Doomberg have to tell are both wildly fascinating and far from the mainstream takes on both subjects as Crown Prince Bin Salman flexes his considerable muscle in the oil market and Masa Son attempts to sell a stake in British chip designer ARM – but not before applying his own special brand of Fairy Dust to the deal.
Grant Williams Podcast: David Hay
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.
Grant Williams Podcast: Chris Joye
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 […] This content is only available for active subscribers. Subscribe
Grant Williams Podcast: Marvin Barth
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 […] This content is only available for active subscribers. Subscribe
Kaos Theory Ep 3 – Scott Smitson
Joining Michael Kao and me for episode three of Kaos Theory is Scott Smitson, Geopolitical Risk Consultant and former Strategy Branch Chief of US Southern Command (SOUTHCOM). Scott served twenty-one years on active duty in both combat arms and as an Army Strategist, reporting to the highest levels of the US military. He also spent three years as an Assistant Professor at the United States Military Academy.
Scott’s extensive experience makes him the perfect guest with whom to discuss the evolving alliance structures in the Indo-Pacific region, how the great powers are positioning assets ahead of any possible future conflict, the critical role of India, tensions over Taiwan and the growing unease among the BRICS countries.
With so many pieces in motion on the geopolitical chessboard right now, this conversation is filled with hard-won insight and critical evaluation, making it an excellent addition to our two previous conversations.
The End Game Ep 45 – Kris Sidial
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!