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: James Davolos – Horizon Kinetics

One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts.

Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics?

Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think!

In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.

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Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

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The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

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The End Game Ep. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

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The Narrative Game Ep. 5 – Casino!

Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end.

Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands of headlines describing a stock market that’s turned into a casino?

Ben explains the different players at the poker table, the distinctly misaligned interests of each and why the appearance of a new ‘bully’, while interesting fodder for social media, disguises the fact that the real beneficiaries of  this so-called revolution are quietly rubbing their hands in glee … safe in the comfortable confines of their Wall Street offices.

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The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […]

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Listen Now »

The Grant Williams Podcast – Anthony Deden – Edelweiss Holdings

Grant welcomes Anthony Deden of Edelweiss Holdings to the podcast for a conversation about time, value and the investment framework he’s carefully constructed over the last four decades. That framework begins and ends with a deep respect for the savings of others. This is rare in today’s financial industry and is a big part of […]

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The End Game Ep 18 – ‘Markets In Turmoil’ Edition featuring Marc Cohodes & Dr. Ben Hunt

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special ‘Markets In Turmoil’ edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: James Davolos – Horizon Kinetics

One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts.

Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics?

Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think!

In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.

Listen Now »

Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

Listen Now »

The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

Listen Now »

The End Game Ep. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

Listen Now »

The Narrative Game Ep. 5 – Casino!

Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end.

Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands of headlines describing a stock market that’s turned into a casino?

Ben explains the different players at the poker table, the distinctly misaligned interests of each and why the appearance of a new ‘bully’, while interesting fodder for social media, disguises the fact that the real beneficiaries of  this so-called revolution are quietly rubbing their hands in glee … safe in the comfortable confines of their Wall Street offices.

Listen Now »

The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast – Anthony Deden – Edelweiss Holdings

Grant welcomes Anthony Deden of Edelweiss Holdings to the podcast for a conversation about time, value and the investment framework he’s carefully constructed over the last four decades. That framework begins and ends with a deep respect for the savings of others. This is rare in today’s financial industry and is a big part of […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast – Short Shrift

Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack ‘shortsellers’ and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success. There are, however, nuances to this story which are perhaps not broadly understood and are in need of a little illumination – most notably, the difference between ‘shortsellers’ and ‘highly leveraged hedge fund shorts’. Bill, Marc and Grant discuss the important differences between the two, the events that have transpired and the

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Super Terrific Happy Hour Ep. 9: David Rosenberg

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks

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Both Sides Of The Coin: A Civilized Bitcoin Debate

Grant welcomes Mike Green of Logica Funds and Nic Carter of Castle Island Ventures & CoinMetrics for a civilized debate about Bitcoin (with a little Tether chat thrown in for good measure). With so much polarization around this topic, it seemed like a good opportunity to try and flesh out the case both for and against bitcoin with two men who’ve become vocal proponents for their respective causes. What followed was a wonderful exchange of ideas with both Mike and Nic demonstrating precisely why each side of the debate values their opinion so highly. Will any minds be changed by

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The End Game Ep. 14 – Paul Singer

Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P. Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul’s thoughts on the importance of understanding markets are little more than mass experiments in psychology, the fallacy of ‘sitting passively’, the creation of value for clients and the corner into which the Fed and other central banks have painted themselves.

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