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.

Beginning February 3, 2021, access to new episodes of The Grant Williams Podcast will now be available through our COPPER membership tier ($10/month) and is included as a component of all premium tiers.

Recent Episodes

The Grant Williams Podcast: Felix Zulauf (2022)

Returning to the Grant Williams Podcast after an avalanche of requests is my good friend Felix Zulauf of Zulauf Consulting in Zurich.

Felix needs no introduction after a legendary career in the business spanning five decades and I was delighted to have him join me once again to discuss the world as he sees it and t update us on the extraordinary roadmap for markets he laid out for us in his last appearance.

Felix’s remarkable opening statement covers the swings he sees coming over the next several years and, from there, we dig into a number of the more important areas in which he sees the chance for either volatility, profits or both!

This is yet another tour de force from one of the very best in the business…

Listen Now »

This Week In Doom – #11: Murray Stahl, Horizon Kinetics

In the latest episode of This Week In Doom, Grant & Doomberg welcome Murray Stahl of Horizon Kinetics for a discussion on energy and inflation (after an inevitable detour into the world of crypto in the wake of the SBF unraveling).

Murray talks about bitcoin’s place in the energy universe from the standpoint of a miner, discusses nuclear energy and offers his thoughts on the chances of a pivot by the Federal Reserve and what it would take for them to back down.

NB. (This episode was recorded in the early days of the SBF story so events have snowballed since we discussed its implications).

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 40 – Cem Karsan

On this episode of The End Game, we welcome Cem Karsan of Kai Volatility Advisors to the podcast as we take a look at the dramatic changes taking place in the world of volatility – an asset class which has been artificially dampened for many years but which is now beginning to spring back to life.

Cem is our guide as we ponder what this means and examine the constraints the inflation places upon central banks desperate to maintain a low vol environment for as long as they possibly can.

Part history lesson, part math lesson, part explainer, this conversation has so much in it for those looking to understand the new world in which we find ourselves through the prism of volatility…

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Dave Dredge

My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore – a man with whom I had several epic conversations during my time at Real Vision.
This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’
Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder.
Be sure to download the letter which sparked this conversation at the link provided in the transcript – it will provide invaluable background to yet another fantastic hour of rich discourse.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 39 – David Einhorn

The latest guest to grace The End Game series is hedge fund legend, value investor, ‘reformed’ shortseller and poker wizard, David Einhorn. In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 38 – James Aitken

When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I drop everything and get him on the phone immediately.
In this superb conversation, James lays out how and why the turmoil in the UK happened and explains the implications — which extend into the depths of financial market plumbing, an area James knows better than just about anybody.
LDIs, Linkers, the box into which the Fed has painted itself and the dreadful predicament facing the BoJ all come under the microscope as James picks apart the plumbing as only he can.
Buckle up, folks. Things are about to get really interesting…

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 37 – Gerard Minack

Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take from here.
Gerard’s one-man mission to convince the world that Central Bankers aren’t responsible for the unfolding disaster in financial markets runs headlong into a man with a hammer to whom everything looks like a nail in Fleck but the case Gerard makes is extremely thought-provoking.
As Gerard says, investor sentiment is a three-month trailing average of the price action and, with that as a backdrop, we pick apart recent price action and dig into the ocean of data that Gerard parses for his clients in order to try and figure out what comes next…

This content is only available for active subscribers. Subscribe

Listen Now »

Shifts Happen – Episode Three

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #10: Pounds, Pipelines & Political Problems

With sterling in freefall in the wake of the Truss government’s ‘mini-budget’, Grant and The Green Chicken take a look at the implications of such a dramatic move in a major currency, place it in context alongside the recent weakness in the Japanese yen and wonder what this all means for future fiscal and monetary policy decisions.

Also, with this week’s sabotage of the Nord Stream pipelines, we ponder how this enemy action (though whose enemy is still uncertain) will complicate the already fragile energy situation as Europe heads towards what will undoubtedly be a winter of discontent. Throw in the Italian election results and there’s no shortage of topics into which teeth (and beaks) can be sunk.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Juliette Declercq

The latest episode of The Grant Williams Podcast features my very special guest Juliette Declercq of JDI Research.

In a fascinating deep dive into a series of macro data, Juliette picks apart the various narratives surrounding the battle over whether inflation is embedded or transitory. As Juliette is at pains to point out, the data tell her a story that suggests a ‘soft landing’ of sorts may actually be possible.

The accompanying chart pack brings this discussion to life so please be sure to download it from the website because… well, without it, you may struggle to follow this one! Once you do dive in, however, you’ll find a hugely thought-provoking pathway laid out in great detail that is as far from consensus as you’re likely to find anywhere.

Is Juliette right? Time will tell, but she sure makes a strong case.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Felix Zulauf (2022)

Returning to the Grant Williams Podcast after an avalanche of requests is my good friend Felix Zulauf of Zulauf Consulting in Zurich.

Felix needs no introduction after a legendary career in the business spanning five decades and I was delighted to have him join me once again to discuss the world as he sees it and t update us on the extraordinary roadmap for markets he laid out for us in his last appearance.

Felix’s remarkable opening statement covers the swings he sees coming over the next several years and, from there, we dig into a number of the more important areas in which he sees the chance for either volatility, profits or both!

This is yet another tour de force from one of the very best in the business…

Listen Now »

This Week In Doom – #11: Murray Stahl, Horizon Kinetics

In the latest episode of This Week In Doom, Grant & Doomberg welcome Murray Stahl of Horizon Kinetics for a discussion on energy and inflation (after an inevitable detour into the world of crypto in the wake of the SBF unraveling).

Murray talks about bitcoin’s place in the energy universe from the standpoint of a miner, discusses nuclear energy and offers his thoughts on the chances of a pivot by the Federal Reserve and what it would take for them to back down.

NB. (This episode was recorded in the early days of the SBF story so events have snowballed since we discussed its implications).

Listen Now »

The End Game Ep 40 – Cem Karsan

On this episode of The End Game, we welcome Cem Karsan of Kai Volatility Advisors to the podcast as we take a look at the dramatic changes taking place in the world of volatility – an asset class which has been artificially dampened for many years but which is now beginning to spring back to life.

Cem is our guide as we ponder what this means and examine the constraints the inflation places upon central banks desperate to maintain a low vol environment for as long as they possibly can.

Part history lesson, part math lesson, part explainer, this conversation has so much in it for those looking to understand the new world in which we find ourselves through the prism of volatility…

Listen Now »

The Grant Williams Podcast: Dave Dredge

My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore – a man with whom I had several epic conversations during my time at Real Vision.
This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’
Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder.
Be sure to download the letter which sparked this conversation at the link provided in the transcript – it will provide invaluable background to yet another fantastic hour of rich discourse.

Listen Now »

The End Game Ep 39 – David Einhorn

The latest guest to grace The End Game series is hedge fund legend, value investor, ‘reformed’ shortseller and poker wizard, David Einhorn. In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments on the death of value investing, the challenges posed by investing in a bear market […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 38 – James Aitken

When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I drop everything and get him on the phone immediately.
In this superb conversation, James lays out how and why the turmoil in the UK happened and explains the implications — which extend into the depths of financial market plumbing, an area James knows better than just about anybody.
LDIs, Linkers, the box into which the Fed has painted itself and the dreadful predicament facing the BoJ all come under the microscope as James picks apart the plumbing as only he can.
Buckle up, folks. Things are about to get really interesting…

Listen Now »

The End Game Ep 37 – Gerard Minack

Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take from here.
Gerard’s one-man mission to convince the world that Central Bankers aren’t responsible for the unfolding disaster in financial markets runs headlong into a man with a hammer to whom everything looks like a nail in Fleck but the case Gerard makes is extremely thought-provoking.
As Gerard says, investor sentiment is a three-month trailing average of the price action and, with that as a backdrop, we pick apart recent price action and dig into the ocean of data that Gerard parses for his clients in order to try and figure out what comes next…

Listen Now »

Shifts Happen – Episode Three

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players.

Listen Now »

This Week In Doom – #10: Pounds, Pipelines & Political Problems

With sterling in freefall in the wake of the Truss government’s ‘mini-budget’, Grant and The Green Chicken take a look at the implications of such a dramatic move in a major currency, place it in context alongside the recent weakness in the Japanese yen and wonder what this all means for future fiscal and monetary policy decisions.

Also, with this week’s sabotage of the Nord Stream pipelines, we ponder how this enemy action (though whose enemy is still uncertain) will complicate the already fragile energy situation as Europe heads towards what will undoubtedly be a winter of discontent. Throw in the Italian election results and there’s no shortage of topics into which teeth (and beaks) can be sunk.

Listen Now »

The Grant Williams Podcast: Juliette Declercq

The latest episode of The Grant Williams Podcast features my very special guest Juliette Declercq of JDI Research.

In a fascinating deep dive into a series of macro data, Juliette picks apart the various narratives surrounding the battle over whether inflation is embedded or transitory. As Juliette is at pains to point out, the data tell her a story that suggests a ‘soft landing’ of sorts may actually be possible.

The accompanying chart pack brings this discussion to life so please be sure to download it from the website because… well, without it, you may struggle to follow this one! Once you do dive in, however, you’ll find a hugely thought-provoking pathway laid out in great detail that is as far from consensus as you’re likely to find anywhere.

Is Juliette right? Time will tell, but she sure makes a strong case.

Listen Now »