
The Grant Williams Podcast: Peter Atwater
My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the
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.
My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the
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.
In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh’s article about the destruction of the Nord Stream Pipeline. As always, […]
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 […]
In the latest episode of This Week In Doom, Grant & The Green Chicken begin a new year with a look at the recent deal done by Blackstone’s B-REIT with The University of California – a deal which, as The Chicken points out, looks suspiciously like somebody needed someone to do something fast. The only problem comes in figuring out who the somebody is, who the someone might be and what the hell the something was all about.
In the wake of the new Bernie Madoff documentary on Netflix, we ponder how far the SEC has come in restoring its reputation (hint: even a chicken can fly that kind of distance) and finally, Doomie pipes up once again on yet more foolhardy policies being put in place around heat pumps as the Green lobby looks to save us all from ourselves.
Episode Four of Shifts Happen sees our attention turn to two articles recently published by Zoltan Pozsar of Credit Suisse in which he fleshes out his Bretton Woods III framework and examines the problems posed by what he calls ‘commodity encumbrance.’
Increasingly strong ties between China, Russia and the Gulf States along with recent high-profile speeches by Xi Jinping and Vladimir Putin add significant weight to much of what we’ve talked about in the first three episodes of Shifts Happen – a series of dramatic changes happening in plain sight that threaten the supremacy of the dollar-based global financial system.
In this episode, we flesh out Zoltan’s excellent work and examine why what he’s written is important, analyze the new framework he envisions and explain why this is now a situation which is fast becoming too big and too important for investors to ignore any longer.
The latest guest to grace The End Game is Mike Taylor, manager of PINK, a healthcare ETF from the Simplify stable, the profits and fees associated with which go to the Susan Coleman Foundation for breast cancer. In a hugely spirited discussion, Mike pulls no punches as he takes apart the current landscape, assesses the […]
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.
Stephanie and Grant return for a long overdue conversation about the increasingly puzzling macro backdrop against which we’re all trying to first safeguard and then invest our increasingly precious capital.
Stephanie highlights the enormous discrepancy between the household employment survey and the Fed’s own payroll numbers and explains why, as others (including the Fed themselves) catch on, this is set to make a material difference to policy options.
Away from that, the two discuss credit markets, gold, the outlook for 2023 and anything else that takes their fancy in another hugely enjoyable discussion.
My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the College of William & Mary. Peter’s stellar work on the importance of mood and confidence has long been an important touchpoint for me when evaluating market conditions and likely paths ahead – never more so than this week. Given recent events, I wanted to try and add something to a conversation that has become noisier by the day. There are plenty of opinions and perspectives flying around (to which I’ll add my own in this
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.
In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh’s article about the destruction of the Nord Stream Pipeline. As always, […] This content is only available for active subscribers. Subscribe
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
In the latest episode of This Week In Doom, Grant & The Green Chicken begin a new year with a look at the recent deal done by Blackstone’s B-REIT with The University of California – a deal which, as The Chicken points out, looks suspiciously like somebody needed someone to do something fast. The only problem comes in figuring out who the somebody is, who the someone might be and what the hell the something was all about.
In the wake of the new Bernie Madoff documentary on Netflix, we ponder how far the SEC has come in restoring its reputation (hint: even a chicken can fly that kind of distance) and finally, Doomie pipes up once again on yet more foolhardy policies being put in place around heat pumps as the Green lobby looks to save us all from ourselves.
Episode Four of Shifts Happen sees our attention turn to two articles recently published by Zoltan Pozsar of Credit Suisse in which he fleshes out his Bretton Woods III framework and examines the problems posed by what he calls ‘commodity encumbrance.’
Increasingly strong ties between China, Russia and the Gulf States along with recent high-profile speeches by Xi Jinping and Vladimir Putin add significant weight to much of what we’ve talked about in the first three episodes of Shifts Happen – a series of dramatic changes happening in plain sight that threaten the supremacy of the dollar-based global financial system.
In this episode, we flesh out Zoltan’s excellent work and examine why what he’s written is important, analyze the new framework he envisions and explain why this is now a situation which is fast becoming too big and too important for investors to ignore any longer.
The latest guest to grace The End Game is Mike Taylor, manager of PINK, a healthcare ETF from the Simplify stable, the profits and fees associated with which go to the Susan Coleman Foundation for breast cancer. In a hugely spirited discussion, Mike pulls no punches as he takes apart the current landscape, assesses the […] 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.
Stephanie and Grant return for a long overdue conversation about the increasingly puzzling macro backdrop against which we’re all trying to first safeguard and then invest our increasingly precious capital.
Stephanie highlights the enormous discrepancy between the household employment survey and the Fed’s own payroll numbers and explains why, as others (including the Fed themselves) catch on, this is set to make a material difference to policy options.
Away from that, the two discuss credit markets, gold, the outlook for 2023 and anything else that takes their fancy in another hugely enjoyable discussion.
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