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

This Week In Doom – #16: Son Sung Blue

September 13, 2023

In the latest episode of This Week In Doom, The Green Chicken and I discuss two of the team’s most recent pieces – ‘Money Talks’ and ‘Arm’s Length,’ one of which examines the real power behind the rising oil price and the other takes a look at the latest remarkable piece of chicanery from Japan’s favourite Son.

As always, the stories Team Doomberg have to tell are both wildly fascinating and far from the mainstream takes on both subjects as Crown Prince Bin Salman flexes his considerable muscle in the oil market and Masa Son attempts to sell a stake in British chip designer ARM – but not before applying his own special brand of Fairy Dust to the deal.

Grant Williams Podcast: David Hay

September 10, 2023

Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.

Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.

This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.

Definitely a conversation not to be missed.

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Grant Williams Podcast: Chris Joye

September 1, 2023

Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the […]

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Marvin Barth

August 24, 2023

Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth […]

This content is only available for active subscribers. Subscribe

Kaos Theory Ep 3 – Scott Smitson

August 21, 2023

Joining Michael Kao and me for episode three of Kaos Theory is Scott Smitson, Geopolitical Risk Consultant and former Strategy Branch Chief of US Southern Command (SOUTHCOM). Scott served twenty-one years on active duty in both combat arms and as an Army Strategist, reporting to the highest levels of the US military. He also spent three years as an Assistant Professor at the United States Military Academy.

Scott’s extensive experience makes him the perfect guest with whom to discuss the evolving alliance structures in the Indo-Pacific region, how the great powers are positioning assets ahead of any possible future conflict, the critical role of India, tensions over Taiwan and the growing unease among the BRICS countries.

With so many pieces in motion on the geopolitical chessboard right now, this conversation is filled with hard-won insight and critical evaluation, making it an excellent addition to our two previous conversations.

This content is only available for active subscribers. Subscribe

The End Game Ep 45 – Kris Sidial

August 14, 2023

Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated ‘bleed’ in premium during times of dampened volatility so, with September fast-approaching, we thought it was a perfect time to chat with him as markets prepare to wake from their traditional summer slumbers.

Kris’ thoughts about what to expect as we move towards the back end of 2023 are incredibly interesting, with his expected scenario for the rest of this year having the potential to create quite the stir in markets lulled to sleep by the constant downward pressure on vol over recent years.

Buckle up, folks!

This content is only available for active subscribers. Subscribe

Kaos Theory Ep 2 – Richard Lacquement

July 30, 2023

Joining Mike Kao and me for the second episode of Kaos Theory is Richard Lacquement, a man whose distinguished military and academic careers make him the perfect person to help us continue our exploration of the nexus between geopolitics, finance and the strategic military decision makers who are becoming more and more important when trying to assess how our future may unfold.

In this gripping conversation, we explore the DIME framework (Diplomatic, Informational, Military and Economic) to gain a better understanding of how military planners are adapting to the ever-shifting geopolitical landscape, ponder the two very different frameworks for warfare espoused by Clausewitz and Sun Tzu and dissect the differing approaches of the US and China to escalating conflict.

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Richard O’Leary

July 27, 2023

Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O’Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world.

Through his background as a senior marketing executive, Richard’s deep understanding of brand and IP helped him identify what is a multi-billion dollar gap in a world where content is being created in ever-more diverse media.

What role can Blockchain play in finding a potential solution to the problem of IP theft and how can technology secure the rights to artists’ work as human creativity continues to push new boundaries? Tune in and find out.

This content is only available for active subscribers. Subscribe

Shifts Happen – Episode Six

July 25, 2023

The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies.

Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer.

Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.

This content is only available for active subscribers. Subscribe

This Week In Doom – #15: If You Tolerate This…

July 17, 2023

In this episode of This Week In Doom, Grant and Doomberg discuss two recent pieces from the pen of the Green Chicken – You’re Next and Tour De Farce. In the first piece, Doomie discusses the broader (and more sinister) implications of Nigel Farage’s recent banking woes while, in the second, the idea that ‘if everything is climate change, nothing is climate change’ comes under the microscope as Doomberg lays bare the frustrating and patently ridiculous posturing by certain members of the American climate elite.

No matter where you stand on the issues of personal freedom and the climate debate, this thoughtful conversation is bound to get you engaged (but hopefully not enraged) as we pick apart the hypocrisy in search of real solutions to a real problem.

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Tom Bachrach

July 15, 2023

Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area.

Several of Tom’s letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking for undervalued, sustainable businesses goes about navigating the new investment landscape – one of rising rates, falling inflation and ever-escalating madness.

Our conversation took numerous twists and turns from value investing to debt and, eventually, onto energy and each of those turns made for highly thought-provoking discussion.

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Matt Barrie

July 2, 2023

Joining me in this episode of The Grant Williams Podcast is the Sydney-based CEO of Freelancer.com, Matt Barrie. Matt was recently invited to give the opening keynote at the Sydney Morning Herald’s Sydney 2050 Summit and, it’s safe to say that, once Matt left the stage 40 minutes later, the room had been stunned into silence.

The Australia Matt laid bare was a long way from the idyllic, sun-kissed ‘Lucky Country’ of popular consciousness and far more in keeping with the portrait painted in the pages of Things That Make You Go Hmmm… over the last several years so it was with great relish that I invited Matt onto the podcast to tell that same story and discuss the reaction to it.

There are links to the full text of Matt’s stellar speech and a video of his opening keynote in the transcript and I’d strongly urge listeners to either read or watch Matt’s speech in full. It is, as they say Down Under, a ripper!

This content is only available for active subscribers. Subscribe

This Week In Doom – #16: Son Sung Blue

September 13, 2023

In the latest episode of This Week In Doom, The Green Chicken and I discuss two of the team’s most recent pieces – ‘Money Talks’ and ‘Arm’s Length,’ one of which examines the real power behind the rising oil price and the other takes a look at the latest remarkable piece of chicanery from Japan’s favourite Son.

As always, the stories Team Doomberg have to tell are both wildly fascinating and far from the mainstream takes on both subjects as Crown Prince Bin Salman flexes his considerable muscle in the oil market and Masa Son attempts to sell a stake in British chip designer ARM – but not before applying his own special brand of Fairy Dust to the deal.

Grant Williams Podcast: David Hay

September 10, 2023

Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.

Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.

This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.

Definitely a conversation not to be missed.

Grant Williams Podcast: Chris Joye

September 1, 2023

Joining me on the podcast for this episode is Chris Joye, Founder and Chief Investment Officer of Coolabah Capital Investments in Sydney Australia, a multi-billion dollar long/short credit fund founded in 2011. I’ve been following Chris for a number of years and was delighted to finally get the chance to talk to hm and the […] This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Marvin Barth

August 24, 2023

Joining me on the latest episode of The Grant Williams Podcast is Marvin Barth – a man whose path through the financial maze has encompassed just about every facet of the industry. From the US Treasury, to the Federal Reserve, the BIS, the sell-side, the buy-side and now a proprietary independent research business, Marvin’s wealth […] This content is only available for active subscribers. Subscribe

Kaos Theory Ep 3 – Scott Smitson

August 21, 2023

Joining Michael Kao and me for episode three of Kaos Theory is Scott Smitson, Geopolitical Risk Consultant and former Strategy Branch Chief of US Southern Command (SOUTHCOM). Scott served twenty-one years on active duty in both combat arms and as an Army Strategist, reporting to the highest levels of the US military. He also spent three years as an Assistant Professor at the United States Military Academy.

Scott’s extensive experience makes him the perfect guest with whom to discuss the evolving alliance structures in the Indo-Pacific region, how the great powers are positioning assets ahead of any possible future conflict, the critical role of India, tensions over Taiwan and the growing unease among the BRICS countries.

With so many pieces in motion on the geopolitical chessboard right now, this conversation is filled with hard-won insight and critical evaluation, making it an excellent addition to our two previous conversations.

The End Game Ep 45 – Kris Sidial

August 14, 2023

Joining us for this episode of The End Game is Kris Sidial, Co-Chief Investment Officer of The Ambrus Group, a tail-risk manager specializing in volatility strategies. Kris and his team seek to offer investors tail-risk protection without the associated ‘bleed’ in premium during times of dampened volatility so, with September fast-approaching, we thought it was a perfect time to chat with him as markets prepare to wake from their traditional summer slumbers.

Kris’ thoughts about what to expect as we move towards the back end of 2023 are incredibly interesting, with his expected scenario for the rest of this year having the potential to create quite the stir in markets lulled to sleep by the constant downward pressure on vol over recent years.

Buckle up, folks!

Kaos Theory Ep 2 – Richard Lacquement

July 30, 2023

Joining Mike Kao and me for the second episode of Kaos Theory is Richard Lacquement, a man whose distinguished military and academic careers make him the perfect person to help us continue our exploration of the nexus between geopolitics, finance and the strategic military decision makers who are becoming more and more important when trying to assess how our future may unfold.

In this gripping conversation, we explore the DIME framework (Diplomatic, Informational, Military and Economic) to gain a better understanding of how military planners are adapting to the ever-shifting geopolitical landscape, ponder the two very different frameworks for warfare espoused by Clausewitz and Sun Tzu and dissect the differing approaches of the US and China to escalating conflict.

Grant Williams Podcast: Richard O’Leary

July 27, 2023

Joining me in the latest episode of The Grant Williams Podcast is entrepreneur Richard O’Leary, President of Culture Tech, a fascinating project seeking to use technology to catalog and secure the rights of artists and creators in an increasingly fragmented and complex world.

Through his background as a senior marketing executive, Richard’s deep understanding of brand and IP helped him identify what is a multi-billion dollar gap in a world where content is being created in ever-more diverse media.

What role can Blockchain play in finding a potential solution to the problem of IP theft and how can technology secure the rights to artists’ work as human creativity continues to push new boundaries? Tune in and find out.

Shifts Happen – Episode Six

July 25, 2023

The subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies.

Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer.

Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.

This Week In Doom – #15: If You Tolerate This…

July 17, 2023

In this episode of This Week In Doom, Grant and Doomberg discuss two recent pieces from the pen of the Green Chicken – You’re Next and Tour De Farce. In the first piece, Doomie discusses the broader (and more sinister) implications of Nigel Farage’s recent banking woes while, in the second, the idea that ‘if everything is climate change, nothing is climate change’ comes under the microscope as Doomberg lays bare the frustrating and patently ridiculous posturing by certain members of the American climate elite.

No matter where you stand on the issues of personal freedom and the climate debate, this thoughtful conversation is bound to get you engaged (but hopefully not enraged) as we pick apart the hypocrisy in search of real solutions to a real problem.

Grant Williams Podcast: Tom Bachrach

July 15, 2023

Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area.

Several of Tom’s letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking for undervalued, sustainable businesses goes about navigating the new investment landscape – one of rising rates, falling inflation and ever-escalating madness.

Our conversation took numerous twists and turns from value investing to debt and, eventually, onto energy and each of those turns made for highly thought-provoking discussion.

Grant Williams Podcast: Matt Barrie

July 2, 2023

Joining me in this episode of The Grant Williams Podcast is the Sydney-based CEO of Freelancer.com, Matt Barrie. Matt was recently invited to give the opening keynote at the Sydney Morning Herald’s Sydney 2050 Summit and, it’s safe to say that, once Matt left the stage 40 minutes later, the room had been stunned into silence.

The Australia Matt laid bare was a long way from the idyllic, sun-kissed ‘Lucky Country’ of popular consciousness and far more in keeping with the portrait painted in the pages of Things That Make You Go Hmmm… over the last several years so it was with great relish that I invited Matt onto the podcast to tell that same story and discuss the reaction to it.

There are links to the full text of Matt’s stellar speech and a video of his opening keynote in the transcript and I’d strongly urge listeners to either read or watch Matt’s speech in full. It is, as they say Down Under, a ripper!