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: Michael Howell – 2024

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets.

Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt.

He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates.

Listen Now »

The Grant Williams Podcast: Remi Tetot

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research.

We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector.

Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s.

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This Week In Doom – #18: Something For Everyone

Join Doomberg and I as we discuss several topics sure to stir even the most languid of blood including the ongoing conflict between Russia and Ukraine, the changing nature of warfare with the rise of drone technology, and the concept of peak cheap oil.

Doomberg’s argument that peak cheap oil is a fallacy and that human ingenuity will always find ways to extract and produce more hydrocarbons has garnered plenty of attention (and pushback) in recent weeks so here’s another chance to understand why and to hear about the backlash they received for their views on the matter. Finally, just when you think we’ve run out of controversial subjects, the conversation turns to an upcoming piece on the assault on climate denialism and the labeling of certain views as hate speech…

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Listen Now »

Shifts Happen – Episode Seven

A long-overdue episode seven of Shifts Happen sees Luke Gromen return to discuss the pace at which three things are happening: the acceleration of the US fiscal crisis and debt spiral, the Fed’s policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets.

Luke explains that China needs to de-dollarize its oil imports and commodity imports to avoid a currency crisis, which is driving the de-dollarization of global oil markets and also highlights the importance of gold in this process, as China needs gold to work in order to improve its standards of living and avoid a crisis.

Luke believes gold will continue to rise in price, and that the pace of events is accelerating towards a US fiscal crisis. He explains the US is facing a fiscal crisis due to its high debt and deficits, and the lack of price-sensitive buyers for its treasuries and that the Fed’s choice is not inflation or deflation, but rather how it wants to lose the long end of the yield curve

Plenty of food for thought here with Luke on fine form.

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Listen Now »

The Grant Williams Podcast: Julian Brigden 2024

As we ease our way into 2024, I’m delighted to welcome back my great mate,Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonstrated in previous conversations, a hugely insightful and incredibly entertaining guest!

This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy.

He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but…

Here we go…

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Listen Now »

Kaos Theory Ep 5 – Robert Spalding

Joining us for the latest edition of Kaos Theory is Retired Brigadier General Robert Spalding, who discusses with us the need for the US to understand and counter China’s information warfare tactics. General Spalding emphasizes the importance of the information aspect of national power and how China is winning the battle on this front, highlights the need for the US to use tools and strategies that lead to less military force and more thinking in achieving desired outcomes, and also discusses the vulnerabilities of the US’s highly centralized infrastructure and the need for a more resilient and secure network architecture.

General Spalding shares his efforts to educate America through his book and his company, Semper Ai, which aims to create a decentralized infrastructure to protect communities and ensure continuity of operations. Also under the microscope is the importance of critical thinking, dissent, and protecting individual rights.

This episode is what we Brits would call a ‘real rip-snorter.’ Enjoy!

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The End Game Ep 47 – The Two Mikes

Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum. From the growth of passive investing and its potential impact on the market to the importance of […]

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The Grant Williams Podcast: Michael Oliver 2023

Joining me for the final episode of The Grant Williams Podcast in 2023 is returning guest, Michael Oliver, the brains behind Momentum Structural Analysis (MSA) – one of the most original and, in my experience, accurate forecasters of asset prices right across the spectrum.

In a hugely enjoyable conversation, we discuss the current state of the markets and what to expect in 2024. Michael explains his unique approach to technical analysis, which focuses on momentum rather than price, and emphasizes the importance of looking at long-term trend structures and how they can provide a different perspective on market patterns.

Also under the microscope are the potential impact of the upcoming US elections and the increasing division in the country. Michael explains why he believes that there is no outcome of the election that will be peaceful and that this could have significant implications for the markets.

Lastly, he also highlights the potential for a rally in gold and commodity-related stocks. Whichever way you cut it, Michael’s analysis suggests that investors should be cautious in the face of potential market volatility in the coming year.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Jesper Koll

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy.

Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization.

Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market.

This content is only available for active subscribers. Subscribe

Listen Now »

Super Terrific Happy Hour Ep. 21: Return Of The Doyen

As we close out another super, terrific and (hopefully) happy year, Steph and I welcome our dear friend and doyen of the gold market, John Hathaway back to share his up-to-date thoughts on you-know-what as we take stock of another crazy twelve months in precious metals markets.

John explains where he feels the world’s central banks currently stand with regards gold, analyzes the relationship between both real interest rates and the US fiscal situation as they pertain to precious metals prices and discusses their potential impact on the price as we move into 2024.

Additionally, John walks us through the current set-up in the mining stocks, explaining just how undervalued, unloved and unappreciated they are and laying out a mouth-watering roadmap towards much higher prices. Finally, he offers some sage advice for anybody thinking about investing in these incredibly volatile companies.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Jared Dillian

My guest on this episode of The Grant Williams Podcast is Jared Dillian, publisher of The Daily Dirtnap and author of a series of superb books chronicling the many different facets of life on Wall Street.

Jared joins me to discuss his latest book “No Worries: How to Live a Stress-Free Financial Life” which will be published in January. In what is a truly superb piece of work, Jared focuses on personal finance and the importance of having a healthy relationship with money, emphasizing the need to understand risk appetite and to find a balance between spending and saving – important lessons for anyone who wants to understand the multiple ways by which fortunes can be made and lost.

Jared also shares his thoughts on the current macro environment, including his views on interest rates, inflation, gold’s place in a portfolio and Bitcoin.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Sam Burns

Joining me this time around on The Grant Williams Podcast is Sam Burns of Mill Street Research and the subject at hand is Sam’s recent research offerings that examine the wild swing between oversold and overbought markets, the influence of interest rates and bond yields on stock prices, the potential for the Fed to cut rates in 2024, and the Fed’s messaging to market participants and consumers alike.

We also discuss the impact of Chinese credit growth on the world economy, the outlook for commodities, the potential normalization of the Bank of Japan and the strength of the yen, the outlook for gold, and the sectors on which Sam is bullish.

Fun for all the family so dive on in!

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Michael Howell – 2024

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets.

Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt.

He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates.

Listen Now »

The Grant Williams Podcast: Remi Tetot

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research.

We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector.

Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s.

Listen Now »

This Week In Doom – #18: Something For Everyone

Join Doomberg and I as we discuss several topics sure to stir even the most languid of blood including the ongoing conflict between Russia and Ukraine, the changing nature of warfare with the rise of drone technology, and the concept of peak cheap oil.

Doomberg’s argument that peak cheap oil is a fallacy and that human ingenuity will always find ways to extract and produce more hydrocarbons has garnered plenty of attention (and pushback) in recent weeks so here’s another chance to understand why and to hear about the backlash they received for their views on the matter. Finally, just when you think we’ve run out of controversial subjects, the conversation turns to an upcoming piece on the assault on climate denialism and the labeling of certain views as hate speech…

Listen Now »

Shifts Happen – Episode Seven

A long-overdue episode seven of Shifts Happen sees Luke Gromen return to discuss the pace at which three things are happening: the acceleration of the US fiscal crisis and debt spiral, the Fed’s policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets.

Luke explains that China needs to de-dollarize its oil imports and commodity imports to avoid a currency crisis, which is driving the de-dollarization of global oil markets and also highlights the importance of gold in this process, as China needs gold to work in order to improve its standards of living and avoid a crisis.

Luke believes gold will continue to rise in price, and that the pace of events is accelerating towards a US fiscal crisis. He explains the US is facing a fiscal crisis due to its high debt and deficits, and the lack of price-sensitive buyers for its treasuries and that the Fed’s choice is not inflation or deflation, but rather how it wants to lose the long end of the yield curve

Plenty of food for thought here with Luke on fine form.

Listen Now »

The Grant Williams Podcast: Julian Brigden 2024

As we ease our way into 2024, I’m delighted to welcome back my great mate,Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonstrated in previous conversations, a hugely insightful and incredibly entertaining guest!

This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy.

He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but…

Here we go…

Listen Now »

Kaos Theory Ep 5 – Robert Spalding

Joining us for the latest edition of Kaos Theory is Retired Brigadier General Robert Spalding, who discusses with us the need for the US to understand and counter China’s information warfare tactics. General Spalding emphasizes the importance of the information aspect of national power and how China is winning the battle on this front, highlights the need for the US to use tools and strategies that lead to less military force and more thinking in achieving desired outcomes, and also discusses the vulnerabilities of the US’s highly centralized infrastructure and the need for a more resilient and secure network architecture.

General Spalding shares his efforts to educate America through his book and his company, Semper Ai, which aims to create a decentralized infrastructure to protect communities and ensure continuity of operations. Also under the microscope is the importance of critical thinking, dissent, and protecting individual rights.

This episode is what we Brits would call a ‘real rip-snorter.’ Enjoy!

Listen Now »

The Grant Williams Podcast: Michael Oliver 2023

Joining me for the final episode of The Grant Williams Podcast in 2023 is returning guest, Michael Oliver, the brains behind Momentum Structural Analysis (MSA) – one of the most original and, in my experience, accurate forecasters of asset prices right across the spectrum.

In a hugely enjoyable conversation, we discuss the current state of the markets and what to expect in 2024. Michael explains his unique approach to technical analysis, which focuses on momentum rather than price, and emphasizes the importance of looking at long-term trend structures and how they can provide a different perspective on market patterns.

Also under the microscope are the potential impact of the upcoming US elections and the increasing division in the country. Michael explains why he believes that there is no outcome of the election that will be peaceful and that this could have significant implications for the markets.

Lastly, he also highlights the potential for a rally in gold and commodity-related stocks. Whichever way you cut it, Michael’s analysis suggests that investors should be cautious in the face of potential market volatility in the coming year.

Listen Now »

The Grant Williams Podcast: Jesper Koll

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy.

Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization.

Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market.

Listen Now »

Super Terrific Happy Hour Ep. 21: Return Of The Doyen

As we close out another super, terrific and (hopefully) happy year, Steph and I welcome our dear friend and doyen of the gold market, John Hathaway back to share his up-to-date thoughts on you-know-what as we take stock of another crazy twelve months in precious metals markets.

John explains where he feels the world’s central banks currently stand with regards gold, analyzes the relationship between both real interest rates and the US fiscal situation as they pertain to precious metals prices and discusses their potential impact on the price as we move into 2024.

Additionally, John walks us through the current set-up in the mining stocks, explaining just how undervalued, unloved and unappreciated they are and laying out a mouth-watering roadmap towards much higher prices. Finally, he offers some sage advice for anybody thinking about investing in these incredibly volatile companies.

Listen Now »

The Grant Williams Podcast: Jared Dillian

My guest on this episode of The Grant Williams Podcast is Jared Dillian, publisher of The Daily Dirtnap and author of a series of superb books chronicling the many different facets of life on Wall Street.

Jared joins me to discuss his latest book “No Worries: How to Live a Stress-Free Financial Life” which will be published in January. In what is a truly superb piece of work, Jared focuses on personal finance and the importance of having a healthy relationship with money, emphasizing the need to understand risk appetite and to find a balance between spending and saving – important lessons for anyone who wants to understand the multiple ways by which fortunes can be made and lost.

Jared also shares his thoughts on the current macro environment, including his views on interest rates, inflation, gold’s place in a portfolio and Bitcoin.

Listen Now »

The Grant Williams Podcast: Sam Burns

Joining me this time around on The Grant Williams Podcast is Sam Burns of Mill Street Research and the subject at hand is Sam’s recent research offerings that examine the wild swing between oversold and overbought markets, the influence of interest rates and bond yields on stock prices, the potential for the Fed to cut rates in 2024, and the Fed’s messaging to market participants and consumers alike.

We also discuss the impact of Chinese credit growth on the world economy, the outlook for commodities, the potential normalization of the Bank of Japan and the strength of the yen, the outlook for gold, and the sectors on which Sam is bullish.

Fun for all the family so dive on in!

Listen Now »