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. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

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The Narrative Game Ep. 5 – Casino!

Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end.

Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands of headlines describing a stock market that’s turned into a casino?

Ben explains the different players at the poker table, the distinctly misaligned interests of each and why the appearance of a new ‘bully’, while interesting fodder for social media, disguises the fact that the real beneficiaries of  this so-called revolution are quietly rubbing their hands in glee … safe in the comfortable confines of their Wall Street offices.

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Listen Now »

The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […]

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The Grant Williams Podcast – Anthony Deden – Edelweiss Holdings

Grant welcomes Anthony Deden of Edelweiss Holdings to the podcast for a conversation about time, value and the investment framework he’s carefully constructed over the last four decades. That framework begins and ends with a deep respect for the savings of others. This is rare in today’s financial industry and is a big part of […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast – Short Shrift

Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack ‘shortsellers’ and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success. There are, however, nuances to this story which are perhaps not broadly understood and are in need of a little illumination – most notably, the difference between ‘shortsellers’ and ‘highly leveraged hedge fund shorts’. Bill, Marc and Grant discuss the important differences between the two, the events that have transpired and the potential path from here as well as some thoughts on why and how the system is broken, where the anger of retail investors ought to perhaps more accurately be directed and why this growing revolution may be an important turning point…

Listen Now »

Super Terrific Happy Hour Ep. 9: David Rosenberg

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks as though Q3 is setting up to be a very, very important watershed…

Listen Now »

The End Game Ep. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

Listen Now »

The Narrative Game Ep. 5 – Casino!

Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end.

Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands of headlines describing a stock market that’s turned into a casino?

Ben explains the different players at the poker table, the distinctly misaligned interests of each and why the appearance of a new ‘bully’, while interesting fodder for social media, disguises the fact that the real beneficiaries of  this so-called revolution are quietly rubbing their hands in glee … safe in the comfortable confines of their Wall Street offices.

Listen Now »

The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast – Anthony Deden – Edelweiss Holdings

Grant welcomes Anthony Deden of Edelweiss Holdings to the podcast for a conversation about time, value and the investment framework he’s carefully constructed over the last four decades. That framework begins and ends with a deep respect for the savings of others. This is rare in today’s financial industry and is a big part of […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast – Short Shrift

Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack ‘shortsellers’ and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success. There are, however, nuances to this story which are perhaps not broadly understood and are in need of a little illumination – most notably, the difference between ‘shortsellers’ and ‘highly leveraged hedge fund shorts’. Bill, Marc and Grant discuss the important differences between the two, the events that have transpired and the potential path from here as well as some thoughts on why and how the system is broken, where the anger of retail investors ought to perhaps more accurately be directed and why this growing revolution may be an important turning point…

Listen Now »

Super Terrific Happy Hour Ep. 9: David Rosenberg

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks as though Q3 is setting up to be a very, very important watershed…

Listen Now »