The Grant Williams Podcast

The Grant Williams Podcast: Liz Ann Sonders, Charles Schwab & Co., Inc.

My guest in the latest episode of The Grant Williams Podcast is someone I’ve been dying to interview for a very long time – the wonderful Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  My anticipation was rewarded with what turned out to be one of my favourite conversations to date as Liz Ann […] This content is only available for active subscribers. Subscribe

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The Grant Williams Podcast: Tavi Costa, Crescat Capital

Otavio ‘Tavi’ Costa is the latest guest to grace The Grant Williams Podcast and he brings with him a wealth of knowledge and experience – earned from both from his personal background and his professional journey.  Beginning with his childhood in Brazil, Tavi shares the events in his personal life which shaped his worldview and […]

This content is only available for active subscribers. Subscribe

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The Grant Williams Podcast: Demetri Kofinas, Hidden Forces Podcast

In this episode of The Grant Williams Podcast, I’m joined by a dear friend and a man who has, in many ways, inspired my own journey down the podcast rabbit hole – Demetri Kofinas, the host of the always-excellent Hidden Forces podcast.  For some time, I’ve been wanting to chat to Demetri about a concept […]

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The Grant Williams Podcast: Roger Mitchell – Albachiara SAGL

Roger Mitchell of Albachiara SAGL is Grant’s guest for the eighth episode of The Grant Williams Podcast. With the recent shambolic failure of the European Super League as a backdrop, the two discuss the escalating involvement of ‘big finance’ in the world of sport and Roger explains why American private equity money has found (and […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Chris Bloomstran – Semper Augustus Investments Group

Chris Bloomstran recently questioned Ark Investment’s open-sourced research model on Twitter which resulted in him engaging with Ark analyst Brett Winton in a very public forum about a certain electric car company. For anyone who witnessed the exchange, it spoke volumes about the difference between what passes for analysis today and the kind of rigour […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Luke Gromen – FFTT LLC

Luke Gromen is a good friend and a master at joining seemingly obscure dots into a narrative that helps explain the bigger macro picture. Over the years his work has helped me piece together complex strategic and geopolitical narratives that have helped inform my views on precious metals, oil, currencies and capital flows. In this conversation, […]

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.

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

Listen Now »

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

Listen Now »

The Grant Williams Podcast – TC

WARNING: AN OPEN MIND IS REQUIRED TO LISTEN TO THIS PODCAST!!In the first of yet another random series of conversations, Grant welcomes TC to the podcast to discuss the recent edition of TC’s Chartcast featuring Tesla whistleblower, Karl Hansen.TC explains how that episode came about, his thoughts on Karl’s story and the broader implications of continuing poor behaviour by bad actors and regulators alike against a backdrop of increasing corporate malfeasance.Thoughtful, considered and compelling, TC shares tales of his own harassment since a social media experiment became a Twitter phenomenon and offers thoughts on what happens next.Confirmation bias for bears, kryptonite for bulls but, in the middle, for those willing to listen, lies great importance for all. 

Listen Now »

016 – Hmmminar Series – Neil Howe (22 May 2020)

Neil Howe rounds out Part II of The 2020 Hmmminar Series with a fascinating look at how Covid-19 has accelerated the Fourth Turning, offering a sobering assessment of our immediate future. Neil and Bill Strauss predicted that 2020 would be an ‘accelerator year’ and he warns that the next decade will be where ‘most of the action happens’.

Listen Now »

The Grant Williams Podcast

The Grant Williams Podcast: Liz Ann Sonders, Charles Schwab & Co., Inc.

My guest in the latest episode of The Grant Williams Podcast is someone I’ve been dying to interview for a very long time – the wonderful Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  My anticipation was rewarded with what turned out to be one of my favourite conversations to date as Liz Ann […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Tavi Costa, Crescat Capital

Otavio ‘Tavi’ Costa is the latest guest to grace The Grant Williams Podcast and he brings with him a wealth of knowledge and experience – earned from both from his personal background and his professional journey.  Beginning with his childhood in Brazil, Tavi shares the events in his personal life which shaped his worldview and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Demetri Kofinas, Hidden Forces Podcast

In this episode of The Grant Williams Podcast, I’m joined by a dear friend and a man who has, in many ways, inspired my own journey down the podcast rabbit hole – Demetri Kofinas, the host of the always-excellent Hidden Forces podcast.  For some time, I’ve been wanting to chat to Demetri about a concept […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Roger Mitchell – Albachiara SAGL

Roger Mitchell of Albachiara SAGL is Grant’s guest for the eighth episode of The Grant Williams Podcast. With the recent shambolic failure of the European Super League as a backdrop, the two discuss the escalating involvement of ‘big finance’ in the world of sport and Roger explains why American private equity money has found (and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Chris Bloomstran – Semper Augustus Investments Group

Chris Bloomstran recently questioned Ark Investment’s open-sourced research model on Twitter which resulted in him engaging with Ark analyst Brett Winton in a very public forum about a certain electric car company. For anyone who witnessed the exchange, it spoke volumes about the difference between what passes for analysis today and the kind of rigour […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Luke Gromen – FFTT LLC

Luke Gromen is a good friend and a master at joining seemingly obscure dots into a narrative that helps explain the bigger macro picture. Over the years his work has helped me piece together complex strategic and geopolitical narratives that have helped inform my views on precious metals, oil, currencies and capital flows. In this conversation, […] 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 »

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 potential path from here as well as some thoughts on why and how the system is broken, where the anger of retail investors ought to perhaps more accurately be directed and why this growing revolution may be an important turning point…

Listen Now »

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 this? It’s highly unlikely… but let’s see, shall we… REMINDER: This is the penultimate free edition of The Grant Williams Podcast. After February 1, all new episodes will be behind a paywall. Sign up for the Copper or Silver tiers at www.grant-williams.com today to make sure you never miss an episode.

Listen Now »

The Grant Williams Podcast – TC

WARNING: AN OPEN MIND IS REQUIRED TO LISTEN TO THIS PODCAST!!In the first of yet another random series of conversations, Grant welcomes TC to the podcast to discuss the recent edition of TC’s Chartcast featuring Tesla whistleblower, Karl Hansen.TC explains how that episode came about, his thoughts on Karl’s story and the broader implications of continuing poor behaviour by bad actors and regulators alike against a backdrop of increasing corporate malfeasance.Thoughtful, considered and compelling, TC shares tales of his own harassment since a social media experiment became a Twitter phenomenon and offers thoughts on what happens next.Confirmation bias for bears, kryptonite for bulls but, in the middle, for those willing to listen, lies great importance for all. 

Listen Now »

016 – Hmmminar Series – Neil Howe (22 May 2020)

Neil Howe rounds out Part II of The 2020 Hmmminar Series with a fascinating look at how Covid-19 has accelerated the Fourth Turning, offering a sobering assessment of our immediate future. Neil and Bill Strauss predicted that 2020 would be an ‘accelerator year’ and he warns that the next decade will be where ‘most of the action happens’.

Listen Now »