Podcast

My guest on this episode of The Grant Williams Podcast is Diana Choyleva, the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting company that focuses on China and its global impact.

Our conversation centres, of course, around China, as Diana explains how her background growing up in Bulgaria has helped her understand the ways in which the Communist Party of China both thinks and functions.

Diana’s analysis of the problems facing Xi Jinping is fascinating as she explains the very different set of pressures with regards inflation and growth to those currently challenging Western policymakers. Whether the level of economic and policy liberalization required is possible remains to be seen, but Diana outlines the common misperceptions amongst Western investors beautifully.

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O’Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be.

As Julian explains, the disconnect between equity and bond markets is likely to correct itself in the not-too-distant future and that spells potential trouble for equity investors. Not only that, but the message the Fed is desperately trying to send is being misinterpreted and, once that message is finally received, the world will look extremely (and dangerously) different.

As always, Julian is funny, sharp and pulls no punches in another hugely enjoyable conversation.

My returning guest on this episode of The Grant Williams Podcast is a dear friend of many years – Simon Hunt, founder and proprietor of Simon Hunt Strategic Services.

Simon’s experience in China over four decades has provided me with an important counterpoint to many Western-based views of the Middle Kingdom over the years – one firmly rooted in personal experience, deep personal connections and a willingness to look past consensus thinking.

In this conversation, we discuss the status quo in China along with the wider geopolitical situation, Simon’s roadmap for the next couple of years and… TRIGGER ALERT… we expand upon comments Simon made about non-consensus climate change possibilities during his last appearance on the podcast.

OK Folks, buckle up as things are about to take a turn for the extra-terrestrial as my guest, David Dorr of Dorr Asset management returns to the podcast to discuss the recent spate of Unidentified Flying Object sightings which has been blanketing the media over the last several weeks.

David has been following this story for many years and he joins me to explain several key changes in the attitude to UFOs on the part of governments, chronicle the evolution in transparency around the subject, confirm a few conspiracy theories, highlight some key names in the world of extra-terrestrial observation we’d do well to follow as things evolve from here and even talk about some investment themes around what he calls ‘Intergalactic Macro’.

This conversation was unexpected, unplanned and just so much fun to be a part of and it left me with plenty to ponder.

After a hiatus forced by technical issues in the editing bay, we’re back with the first of three new episodes this week – this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment. After a useful primer on the different […] This content is only available for active subscribers. Subscribe

My guest on the latest episode of The Grant Williams Podcast is James Block, the brain behind the superb Substack, Dirty Bubble Media. James joins me to talk about the fallout from FTX as it ripples across the crypto landscape.

James’ work in first predicting and then chronicling the downfall of FTX as an independent ‘citizen journalist’ has been stupendous and, in this riveting hour, he helps me understand how the dominoes might fall from here as Binance, DCG and the granddaddy of them all, Tether, come under increased scrutiny and, potentially, increased regulatory oversight.