The Grant Williams Podcast

The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management

My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia. Daniel is truly a unique thinker – something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in […] This content is only available for active subscribers. Subscribe

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The Grant Williams Podcast: Tim Grover, Attack Athletics

This edition of The Grant Williams Podcast is a little different – delightfully so. My guest is Tim Grover, the CEO of Attack Athletics and the author of two phenomenal books Relentless and, most recently, W1nning. Tim will be familiar to any of you who were, like me, NBA geeks during the careers of both […]

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The Grant Williams Podcast: Bennett Tomlin & George Noble

My recent foray into the world of the stablecoin tether and the companies and personalities surrounding it has been utterly fascinating. I’ve seen many curious things during my career but the seemingly blatant nature of what certainly seems, at face value, like a gigantic fraud, has astonished me.In the recent June edition of Things That Make You Go Hmmm…, I dove into Tether (the company), Bitfinex and tether (the coin) and what I found blew my mind. Much of my research was built upon the work of a group of tether skeptics, one of whom, Bennett Tomlin, agreed to join

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The Grant Williams Podcast: Dylan Grice, Calderwood Capital

My guest this week is the founder of Calderwood Capital, the author of Popular Delusions and my friend, Dylan Grice. Dylan’s ability to not only think about the financial world in unconventional ways, but to communicate those thoughts clearly and effectively has placed his writing in the very top echelon of the research world. Now, […]

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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

The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management

My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia. Daniel is truly a unique thinker – something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Tim Grover, Attack Athletics

This edition of The Grant Williams Podcast is a little different – delightfully so. My guest is Tim Grover, the CEO of Attack Athletics and the author of two phenomenal books Relentless and, most recently, W1nning. Tim will be familiar to any of you who were, like me, NBA geeks during the careers of both […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: David Dorr, Coro Global/Dorr Asset management

Recently, my journey of understanding has taken me into a few shady corners of the cryptocurrrency universe and this week, I make my last foray into that world (for the time being, at least) as I talk to David Dorr, co-Founder of Coro Global and Dorr Asset management and a man who gave me so […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Bennett Tomlin & George Noble

My recent foray into the world of the stablecoin tether and the companies and personalities surrounding it has been utterly fascinating. I’ve seen many curious things during my career but the seemingly blatant nature of what certainly seems, at face value, like a gigantic fraud, has astonished me.In the recent June edition of Things That Make You Go Hmmm…, I dove into Tether (the company), Bitfinex and tether (the coin) and what I found blew my mind. Much of my research was built upon the work of a group of tether skeptics, one of whom, Bennett Tomlin, agreed to join me for this discussion to hopefully bring the story to wider attention. It’s worth pointing out that Bennett is not a crypto-skeptic, but what he’s uncovered is a complex web of deceit and obfuscation that will, I suspect, take your breath away like it did mine. Joining Bennett and myself is George Noble, a hugely experienced hedge fund manager with an extraordinary track record. Like Bennett, George is not anti-crypto, but his own work on Tether has led him to similar conclusions. Hopefully, this discussion between a stalwart of the financial industry and a man who has immersed himself deep in the crypto world can help both sides understand each other better and you to gain a perspective on what could well become the biggest story in crypto in the coming weeks and months… Related Content Download the latest TTMYGH newsletter: Schrödinger’s Coin

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The Grant Williams Podcast: Dylan Grice, Calderwood Capital

My guest this week is the founder of Calderwood Capital, the author of Popular Delusions and my friend, Dylan Grice. Dylan’s ability to not only think about the financial world in unconventional ways, but to communicate those thoughts clearly and effectively has placed his writing in the very top echelon of the research world. Now, […] This content is only available for active subscribers. Subscribe

Listen Now »

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 »