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

Grant Williams Podcast: Felix Zulauf

December 6, 2023

Returning to The Grant Williams Podcast for the latest episode is my dear friend, and most requested guest, Felix Zulauf.

Once again, Felix offers a comprehensive roadmap for the coming months, including another tour de force assessment of bond markets, equity markets, currencies, commodities and the various (and mounting) geopolitical challenges facing investors in all corners of the globe.

Felix walks us through his framework for 2024 and 2025, explains where adjustments have been made from his eerily prescient predictions a year ago and outlines the results of his constant reevaluation of the various short- and long-term cycles which form the foundation of his extraordinary work.

Bitcoin, gold, the Japanese yen and yes (TRIGGER WARNING), climate change all come under Felix’s microscope, so sit back and enjoy one of the true greats of our business in full flow.

Super Terrific Happy Hour Ep. 20: Not So Silent Sy

November 28, 2023

Making a welcome (and long overdue) return to the Super Terrific Happy Hour is friend-of-the-show Sy Jacobs, Managing Partner of Jacobs Asset Management, a long/short hedge fund which focuses on the financial sector and, funnily enough, given the events of this year, Sy has plenty of thoughts to share as we dig into an area of the market which has seen more than its fair share of upheaval in 2023.

From the chaos unleashed by Silicon Valley and Signature Banks, we move through the difficulties in selling short in today’s markets to a discusion of the art of short-selling and on to private credit markets, the BoJ, anti-fragility, gold, the Fed and so much more.

Once again, Sy gives a masterclass in the art of managing risk and drags me and Steph along for the ride.

Wonderful stuff!

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: John Ellis

November 22, 2023

Joining me on this episode of The Grant Williams Podcast is John Ellis, the founder and editor of News Items and Political News Items. During his career, John has worked with NBC News as a political analyst, The Boston Globe as a columnist, Business Insider as political editor, and News Corp, where he worked on special projects for Rupert Murdoch.

In 2016, John launched News Items, which became The Wall Street Journal CEO Council’s morning newsletter. Subsequently John relaunched News Items as an independent newsletter in 2019 and his articles have been published in Fast Company, The Washington Post, The Wall Street Journal and Real Clear Politics.

In this fascinating conversation, John and I discuss Code Inequality and the dangers it poses to society as well as the implications for governments as the rise of AI continues. We also discuss the lack of understanding in mainstream media about the level of threat posed by the financialization of everything.

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Zeke Faux

November 19, 2023

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Peter Atwater

October 29, 2023

Peter Atwater of Financial Insyghts returns to the podcast to talk about his superb new book The Confidence Map.

Peter’s work around how to understand mood and confidence in markets and society in general has been absolutely crucial to me in not only fine-tuning my own investment framework, but also recognizing important inflection points which may require me to make critical adjustments to my allocations.

Peter explains the four quadrants of the Confidence Map: the comfort zone, the stress center, the passenger seat, and the launchpad and uses them to help dissect the current state of the bond market, the geopolitical landscape, and the role of leaders in times of crisis. There’s also time for a discussion around the potential decline in confidence in figures like Elon Musk and the importance of understanding sentiment in the markets.

This content is only available for active subscribers. Subscribe

The End Game Ep 46 – James Aitken

October 23, 2023

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity […]

This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Diana Choyleva

October 19, 2023

Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization […]

This content is only available for active subscribers. Subscribe

Kaos Theory Ep 4 – Elbridge Colby

October 15, 2023

Joining Mike Kao and me for the fourth episode of Kaos Theory is Elbridge Colby, author of ‘The Strategy of Denial: American Defense in an Age of Great Power Conflict,’ and the Founder of The Marathon Initiative, a non-profit research organization dedicated to developing the diplomatic, military, and economic strategies the United States will need to navigate a protracted competition with great power rivals.

In a hugely thought-provking conversation, we explore the concept of great power competition and the need for a shift in focus towards China, the importance of understanding the geopolitical and military dimensions of the China challenge (particularly in relation to Taiwan), and the concept of asymmetric strategy, using China’s economic weight against them.

This content is only available for active subscribers. Subscribe

Super Terrific Happy Hour Ep. 19: How Do You Solve A Problem Like Inflation?

October 8, 2023

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.

James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it.

Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us.

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.

This content is only available for active subscribers. Subscribe

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.

This content is only available for active subscribers. Subscribe

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: Felix Zulauf

December 6, 2023

Returning to The Grant Williams Podcast for the latest episode is my dear friend, and most requested guest, Felix Zulauf.

Once again, Felix offers a comprehensive roadmap for the coming months, including another tour de force assessment of bond markets, equity markets, currencies, commodities and the various (and mounting) geopolitical challenges facing investors in all corners of the globe.

Felix walks us through his framework for 2024 and 2025, explains where adjustments have been made from his eerily prescient predictions a year ago and outlines the results of his constant reevaluation of the various short- and long-term cycles which form the foundation of his extraordinary work.

Bitcoin, gold, the Japanese yen and yes (TRIGGER WARNING), climate change all come under Felix’s microscope, so sit back and enjoy one of the true greats of our business in full flow.

Super Terrific Happy Hour Ep. 20: Not So Silent Sy

November 28, 2023

Making a welcome (and long overdue) return to the Super Terrific Happy Hour is friend-of-the-show Sy Jacobs, Managing Partner of Jacobs Asset Management, a long/short hedge fund which focuses on the financial sector and, funnily enough, given the events of this year, Sy has plenty of thoughts to share as we dig into an area of the market which has seen more than its fair share of upheaval in 2023.

From the chaos unleashed by Silicon Valley and Signature Banks, we move through the difficulties in selling short in today’s markets to a discusion of the art of short-selling and on to private credit markets, the BoJ, anti-fragility, gold, the Fed and so much more.

Once again, Sy gives a masterclass in the art of managing risk and drags me and Steph along for the ride.

Wonderful stuff!

Grant Williams Podcast: John Ellis

November 22, 2023

Joining me on this episode of The Grant Williams Podcast is John Ellis, the founder and editor of News Items and Political News Items. During his career, John has worked with NBC News as a political analyst, The Boston Globe as a columnist, Business Insider as political editor, and News Corp, where he worked on special projects for Rupert Murdoch.

In 2016, John launched News Items, which became The Wall Street Journal CEO Council’s morning newsletter. Subsequently John relaunched News Items as an independent newsletter in 2019 and his articles have been published in Fast Company, The Washington Post, The Wall Street Journal and Real Clear Politics.

In this fascinating conversation, John and I discuss Code Inequality and the dangers it poses to society as well as the implications for governments as the rise of AI continues. We also discuss the lack of understanding in mainstream media about the level of threat posed by the financialization of everything.

Grant Williams Podcast: Zeke Faux

November 19, 2023

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

Grant Williams Podcast: Peter Atwater

October 29, 2023

Peter Atwater of Financial Insyghts returns to the podcast to talk about his superb new book The Confidence Map.

Peter’s work around how to understand mood and confidence in markets and society in general has been absolutely crucial to me in not only fine-tuning my own investment framework, but also recognizing important inflection points which may require me to make critical adjustments to my allocations.

Peter explains the four quadrants of the Confidence Map: the comfort zone, the stress center, the passenger seat, and the launchpad and uses them to help dissect the current state of the bond market, the geopolitical landscape, and the role of leaders in times of crisis. There’s also time for a discussion around the potential decline in confidence in figures like Elon Musk and the importance of understanding sentiment in the markets.

The End Game Ep 46 – James Aitken

October 23, 2023

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity […] This content is only available for active subscribers. Subscribe

Grant Williams Podcast: Diana Choyleva

October 19, 2023

Diana Choyleva of Enodo Economics joins me on the latest episode of The Grant Williams Podcast to discuss the current state of China’s economy and its relationship with the US. Diana highlights the challenges China is facing, including demographic issues, over-investment, and the need for productivity growth and she also discusses the role of digitization […] This content is only available for active subscribers. Subscribe

Kaos Theory Ep 4 – Elbridge Colby

October 15, 2023

Joining Mike Kao and me for the fourth episode of Kaos Theory is Elbridge Colby, author of ‘The Strategy of Denial: American Defense in an Age of Great Power Conflict,’ and the Founder of The Marathon Initiative, a non-profit research organization dedicated to developing the diplomatic, military, and economic strategies the United States will need to navigate a protracted competition with great power rivals.

In a hugely thought-provking conversation, we explore the concept of great power competition and the need for a shift in focus towards China, the importance of understanding the geopolitical and military dimensions of the China challenge (particularly in relation to Taiwan), and the concept of asymmetric strategy, using China’s economic weight against them.

Super Terrific Happy Hour Ep. 19: How Do You Solve A Problem Like Inflation?

October 8, 2023

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out.

James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it.

Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us.

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