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

Kaos Theory Ep 4 – Elbridge Colby

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.

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

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.

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Listen Now »

This Week In Doom – #16: Son Sung Blue

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.

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Grant Williams Podcast: David Hay

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

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 […]

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Grant Williams Podcast: Marvin Barth

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 […]

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Kaos Theory Ep 3 – Scott Smitson

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

Listen Now »

The End Game Ep 45 – Kris Sidial

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

Listen Now »

Kaos Theory Ep 2 – Richard Lacquement

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

Listen Now »

Grant Williams Podcast: Richard O’Leary

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

Listen Now »

Shifts Happen – Episode Six

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

Listen Now »

Grant Williams Podcast: Diana Choyleva

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

Listen Now »

Kaos Theory Ep 4 – Elbridge Colby

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.

Listen Now »

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

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.

Listen Now »

This Week In Doom – #16: Son Sung Blue

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.

Listen Now »

Grant Williams Podcast: David Hay

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.

Listen Now »

Grant Williams Podcast: Chris Joye

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

Listen Now »

Grant Williams Podcast: Marvin Barth

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

Listen Now »

Kaos Theory Ep 3 – Scott Smitson

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.

Listen Now »

The End Game Ep 45 – Kris Sidial

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!

Listen Now »

Kaos Theory Ep 2 – Richard Lacquement

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.

Listen Now »

Grant Williams Podcast: Richard O’Leary

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.

Listen Now »

Shifts Happen – Episode Six

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.

Listen Now »