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 48 – Gerard Minack

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.

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The Grant Williams Podcast: Travis Kling

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…

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Super Terrific Happy Hour Ep. 22: Let’s Give Them Something To Talk About

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.

There’s also an announcement. An announcement, I tell ya. You wanna piece of us? Here’s your chance…

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The Grant Williams Podcast: Brent Johnson

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…

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The Grant Williams Podcast: Michael Howell – 2024

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.

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Listen Now »

The Grant Williams Podcast: Remi Tetot

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.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 48 – Gerard Minack

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.

Listen Now »

The Grant Williams Podcast: Travis Kling

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…

Listen Now »

The Grant Williams Podcast: Brent Johnson

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…

Listen Now »

The Grant Williams Podcast: Michael Howell – 2024

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.

Listen Now »

The Grant Williams Podcast: Remi Tetot

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.

Listen Now »