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 50 – Le Shrub

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.

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This Week In Doom – #19: Chicken In A China Shop

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.

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Kaos Theory Ep 6 – Brian McCarthy

Joining Michael Kao and me for the latest episode of Kaos Theory is Brian McCarthy, Chief Strategist of Emerging Sovereign Group and author of MacroLens research. Brian is a long-time China investor, having been involved with the Middle Kingdom since 2011.

In a fascinating conversation, Brian discusses various aspects of the Chinese economy and its intersection with global markets, highlighting the challenges China faces in managing its currency and the potential impact on global markets.

Brian explains that China has been managing its exchange rate by limiting the supply of dollars in the market, rather than intervening directly, and discusses the issue of capital flight from China and the porous nature of China’s capital controls.

Brian believes China’s reserves are not as large as some suggest and that the country is facing a debt deflation scenario and suggests that the Chinese government may struggle to let the RMB weaken significantly due to political and economic considerations.

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The End Game Ep 49 – Paulo Macro

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.

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The Grant Williams Podcast: Mark J. Higgins

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.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Simon Mikhailovich

My guest on this edition of The Grant Williams Podcast is my dear friend Simon Mikhailovich, Managing Partner of The Bullion Reserve, which offers a unique means by which to hold physical gold through a fund structure.

In a long-overdue return to the podcast, Simon discuses the current state of the precious metals markets and changing attitudes towards gold. He explains that gold is an independent reserve asset not tied to the financial system or any promises made by financial institutions and the importance of recent breakdowns in correlations in the gold market as well as the changing patterns of gold demand, particularly from central banks and investors in the East.

We also discuss the importance of gold as insurance during times of uncertainty and the need for individuals to think differently about financial assets and the risks they face as Simon highlights growing geopolitical tension and its potential impact on the financial system

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 50 – Le Shrub

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.

Listen Now »

This Week In Doom – #19: Chicken In A China Shop

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.

Listen Now »

Kaos Theory Ep 6 – Brian McCarthy

Joining Michael Kao and me for the latest episode of Kaos Theory is Brian McCarthy, Chief Strategist of Emerging Sovereign Group and author of MacroLens research. Brian is a long-time China investor, having been involved with the Middle Kingdom since 2011.

In a fascinating conversation, Brian discusses various aspects of the Chinese economy and its intersection with global markets, highlighting the challenges China faces in managing its currency and the potential impact on global markets.

Brian explains that China has been managing its exchange rate by limiting the supply of dollars in the market, rather than intervening directly, and discusses the issue of capital flight from China and the porous nature of China’s capital controls.

Brian believes China’s reserves are not as large as some suggest and that the country is facing a debt deflation scenario and suggests that the Chinese government may struggle to let the RMB weaken significantly due to political and economic considerations.

Listen Now »

The End Game Ep 49 – Paulo Macro

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.

Listen Now »

The Grant Williams Podcast: Mark J. Higgins

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.

Listen Now »

The Grant Williams Podcast: Simon Mikhailovich

My guest on this edition of The Grant Williams Podcast is my dear friend Simon Mikhailovich, Managing Partner of The Bullion Reserve, which offers a unique means by which to hold physical gold through a fund structure.

In a long-overdue return to the podcast, Simon discuses the current state of the precious metals markets and changing attitudes towards gold. He explains that gold is an independent reserve asset not tied to the financial system or any promises made by financial institutions and the importance of recent breakdowns in correlations in the gold market as well as the changing patterns of gold demand, particularly from central banks and investors in the East.

We also discuss the importance of gold as insurance during times of uncertainty and the need for individuals to think differently about financial assets and the risks they face as Simon highlights growing geopolitical tension and its potential impact on the financial system

Listen Now »