The Grant Williams Podcast

The Grant Williams Podcast: Jacob Shapiro

My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

Listen Now »

The Grant Williams Podcast: Simon Hunt

As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’. In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market – something about which his knowledge is extensive.

Oh, climate change gets discussed briefly too – but try not to let that upset you!

This was the perfect way to kick of 2022. Happy New Year to you all!

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Listen Now »

The Grant Williams Podcast: Felix Zulauf

Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

In another masterclass of macro thinking, Felix explains his bi-directional view of markets which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Danielle DiMartino Booth

My very special guest for this episode of The Grant Williams Podcast is my friend, Danielle DiMartino Booth, the CEO and Chief Strategist of Quill Intelligence LLC. and the author of the bestselling book Fed Up.

With Fed Chair Jay Powell’s renomination the source of enormous speculation amidst a concerted push by Beltway powerbrokers to get Lael Brainard the corner office at the Marriner S. Eccles Building and a series of highly distasteful revelations about the private trading activity of several Fed governors (including Powell himself), Danielle offers the benefit of her intimate understanding of the institution, the politics surrounding it and the individuals involved in the ongoing drama to help us understand the potential outcome and what it might mean for markets.

This is a thoroughly entertaining and hugely informative hour that I know you’ll enjoy immensely.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Julian Brigden

My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners -, one of the finest macro analysts plying his trade anywhere in the world today.

In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world’s central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade.

The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture.

This is sobering stuff. Please make sure you’re sitting down while listening!

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Louis Gave

My guest in this episode of The Grant Williams Podcast is my friend, Louis Gave, of GaveKal research.

After I published my recent edition of Things That Make You Go Hmmm… entitled ‘Xi Moves In Mysterious Ways’, Louis sent me an email explaining why I was wrong about much of what I wrote. Given his proximity to China and the level of his experience, I asked Louis if he’d be willing to join me on the podcast so he could haul me over he coals in public, allowing you to hear me called out and giving you the opportunity to hear the other side of the argument from someone with impeccable credentials so you can make up your own mind.

What followed was a fascinating conversation that raises much about which to ponder…

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Doomberg

My guest in the latest edition of The Grant Williams Podcast is a fast-rising star of the Twittersphere and without question the most insightful chicken in the financial world, Doomberg. In recent months, my guest has been producing some of the most consistently insightful, highly entertaining content on FinTwit. His anonymity allows him to tackle […]

This content is only available for active subscribers. Subscribe

Listen Now »

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: 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

Listen Now »

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

The Grant Williams Podcast: Jacob Shapiro

My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

Listen Now »

The Grant Williams Podcast: Simon Hunt

As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’. In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market – something about which his knowledge is extensive.

Oh, climate change gets discussed briefly too – but try not to let that upset you!

This was the perfect way to kick of 2022. Happy New Year to you all!

Listen Now »

The Grant Williams Podcast: Felix Zulauf

Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

In another masterclass of macro thinking, Felix explains his bi-directional view of markets which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

Listen Now »

The Grant Williams Podcast: Danielle DiMartino Booth

My very special guest for this episode of The Grant Williams Podcast is my friend, Danielle DiMartino Booth, the CEO and Chief Strategist of Quill Intelligence LLC. and the author of the bestselling book Fed Up.

With Fed Chair Jay Powell’s renomination the source of enormous speculation amidst a concerted push by Beltway powerbrokers to get Lael Brainard the corner office at the Marriner S. Eccles Building and a series of highly distasteful revelations about the private trading activity of several Fed governors (including Powell himself), Danielle offers the benefit of her intimate understanding of the institution, the politics surrounding it and the individuals involved in the ongoing drama to help us understand the potential outcome and what it might mean for markets.

This is a thoroughly entertaining and hugely informative hour that I know you’ll enjoy immensely.

Listen Now »

The Grant Williams Podcast: Julian Brigden

My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners -, one of the finest macro analysts plying his trade anywhere in the world today.

In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world’s central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade.

The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture.

This is sobering stuff. Please make sure you’re sitting down while listening!

Listen Now »

The Grant Williams Podcast: Louis Gave

My guest in this episode of The Grant Williams Podcast is my friend, Louis Gave, of GaveKal research.

After I published my recent edition of Things That Make You Go Hmmm… entitled ‘Xi Moves In Mysterious Ways’, Louis sent me an email explaining why I was wrong about much of what I wrote. Given his proximity to China and the level of his experience, I asked Louis if he’d be willing to join me on the podcast so he could haul me over he coals in public, allowing you to hear me called out and giving you the opportunity to hear the other side of the argument from someone with impeccable credentials so you can make up your own mind.

What followed was a fascinating conversation that raises much about which to ponder…

Listen Now »

The Grant Williams Podcast: Doomberg

My guest in the latest edition of The Grant Williams Podcast is a fast-rising star of the Twittersphere and without question the most insightful chicken in the financial world, Doomberg. In recent months, my guest has been producing some of the most consistently insightful, highly entertaining content on FinTwit. His anonymity allows him to tackle […] This content is only available for active subscribers. Subscribe

Listen Now »

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

Listen Now »

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 »