The Grant Williams Podcast

Grant Williams Podcast: Zeke Faux

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

Listen Now »

Grant Williams Podcast: Peter Atwater

Peter Atwater of Financial Insyghts returns to the podcast to talk about his superb new book The Confidence Map.

Peter’s work around how to understand mood and confidence in markets and society in general has been absolutely crucial to me in not only fine-tuning my own investment framework, but also recognizing important inflection points which may require me to make critical adjustments to my allocations.

Peter explains the four quadrants of the Confidence Map: the comfort zone, the stress center, the passenger seat, and the launchpad and uses them to help dissect the current state of the bond market, the geopolitical landscape, and the role of leaders in times of crisis. There’s also time for a discussion around the potential decline in confidence in figures like Elon Musk and the importance of understanding sentiment in the markets.

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The End Game Ep 46 – James Aitken

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity […]

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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 […]

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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.

This content is only available for active subscribers. Subscribe

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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.

This content is only available for active subscribers. Subscribe

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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.

This content is only available for active subscribers. Subscribe

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.

This content is only available for active subscribers. Subscribe

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 […]

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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 […]

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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.

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 »

The Grant Williams Podcast

Grant Williams Podcast: Zeke Faux

As Sam Bankman-Fried is found guilty on all seven counts in the biggest crypto-related trial to date, I’m joined by author Zeke Faux, whose scintillating new book Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall has been the must-read book of the summer for me.

Equal parts hilarious, head-scratching and powerful, Zeke does a tremendous job of taking us inside the crazy world of crypto – starting with a subject close to my own heart: Tether.

Zeke follows the trail of extraordinary characters who inhabit the ecosystem of the world’s biggest stablecoin on a journey that brings him into contact with all the major figures in the Cryptoverse and on a wild ride to ApeFest in Manhattan.

Whether you’re a crypto believer or a fellow skeptic, the book and this conversation are a rare treat.

Listen Now »

Grant Williams Podcast: Peter Atwater

Peter Atwater of Financial Insyghts returns to the podcast to talk about his superb new book The Confidence Map.

Peter’s work around how to understand mood and confidence in markets and society in general has been absolutely crucial to me in not only fine-tuning my own investment framework, but also recognizing important inflection points which may require me to make critical adjustments to my allocations.

Peter explains the four quadrants of the Confidence Map: the comfort zone, the stress center, the passenger seat, and the launchpad and uses them to help dissect the current state of the bond market, the geopolitical landscape, and the role of leaders in times of crisis. There’s also time for a discussion around the potential decline in confidence in figures like Elon Musk and the importance of understanding sentiment in the markets.

Listen Now »

The End Game Ep 46 – James Aitken

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity […] 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 »