The End Game

The End Game Ep 23 – Daniel Oliver Jr., Myrmikan Capital

Dan Oliver, the founder of Myrmikan Capital and author of the upcoming book, Golden Tears: A History of Credit Bubbles, joins Bill and Grant for an absolutely spellbinding conversation about, well, the history of credit bubbles. Using John Law and The Mississippi Bubble as a backdrop, Dan lays out the eerily familiar path taken centuries […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 22 – Simon Mikhailovich, The Bullion Reserve

Founder of The Bullion Reserve, Simon Mikhailovich joins Bill and Grant for the latest episode of The End Game to discuss the idea of a failed state being a potentially unexpected resolution to the current financial and geopolitical turbulence enveloping the world. Drawing on his formative experiences in the Soviet Union and his family’s subsequent […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 21 – Peter Zeihan, Zeihan on Geopolitics

Geopolitical strategist and best-selling author, Peter Zeihan joins The End Game for a fun-filled, action-packed journey around the world to examine the existing political world order, the cracks appearing within it and the likely motivations and paths ahead of the main players. From the rising tensions between China and the U.S. to the reality of […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 20 – Josh Wolfe, Lux Capital

The 20th guest to grace The End Game is Josh Wolfe, the co-founder and managing partner of Lux Capital. In a deeply-fascinating conversation, Josh offers his thoughts on technology’s potential role in The End Game and explains the importance of carefully-constructed narratives in today’s financial markets. The SPAC phenomenon, the importance of volatility and the […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 19 – Gerard Minack, Minack Advisors

Bill and Grant welcome Gerard Minack of Minack Advisors in Sydney to The End Game to discuss certain ‘issues’ Gerard took with some of the points made by previous guests in the series. Gerard concurs about the importance of the inflation vs. deflation debate, but has a few important, idiosyncratic ideas of his own to […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 18 – ‘Markets In Turmoil’ Edition featuring Marc Cohodes & Dr. Ben Hunt

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special ‘Markets In Turmoil’ edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […]

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep. 14 – Paul Singer

Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P. Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul’s thoughts on the importance of understanding markets are little more than mass experiments in psychology, the fallacy of ‘sitting passively’, the creation of value for clients and the corner into which the Fed and other central banks have painted themselves.

Listen Now »

The End Game Ep. 13 – The Return Of The Lord Of The Dark Matter

James Aitken makes a very welcome return to The End Game to take a look back at 2020 and a look forward to 2021.
Where did he get things wrong and why? What went according to his forecasts, and, most importantly, what has this turbulent year taught him that will help him in the future?From the dangers of ‘Big Dicking it’ to Robert Shiller’s nasty case of FOMO to the curious birth of the Equity Vigilantes, James shows precisely why his thoughts are so indispensable to his clients.Oh, and for all you crypto zeal…fans out there, this is a conversation you won’t want to miss – albeit one with a potentially nasty sting in its tail…

Listen Now »

The End Game Ep. 12 – Fred Hickey

Bill and Grant are joined by their mutual friend, Fred Hickey, author of The High Tech Strategist for over 30 years.
Despite a couple of technical glitches, what follows is an extraordinary deep dive into Fred’s process for producing his incredible monthly letter, an examination of gold’s role in a portfolio and some detailed explanations as to why gold and, in particular, some of the companies that pull it from the ground have an important role to play in The End Game.
Yes, Bitcoin is discussed. No, Bitcoin fans won’t like what’s said, but their time will come so don’t let that distract you from what is an absolutely phenomenal contribution to our search for The End Game…

Listen Now »

The End Game

The End Game Ep 23 – Daniel Oliver Jr., Myrmikan Capital

Dan Oliver, the founder of Myrmikan Capital and author of the upcoming book, Golden Tears: A History of Credit Bubbles, joins Bill and Grant for an absolutely spellbinding conversation about, well, the history of credit bubbles. Using John Law and The Mississippi Bubble as a backdrop, Dan lays out the eerily familiar path taken centuries […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 22 – Simon Mikhailovich, The Bullion Reserve

Founder of The Bullion Reserve, Simon Mikhailovich joins Bill and Grant for the latest episode of The End Game to discuss the idea of a failed state being a potentially unexpected resolution to the current financial and geopolitical turbulence enveloping the world. Drawing on his formative experiences in the Soviet Union and his family’s subsequent […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 21 – Peter Zeihan, Zeihan on Geopolitics

Geopolitical strategist and best-selling author, Peter Zeihan joins The End Game for a fun-filled, action-packed journey around the world to examine the existing political world order, the cracks appearing within it and the likely motivations and paths ahead of the main players. From the rising tensions between China and the U.S. to the reality of […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 20 – Josh Wolfe, Lux Capital

The 20th guest to grace The End Game is Josh Wolfe, the co-founder and managing partner of Lux Capital. In a deeply-fascinating conversation, Josh offers his thoughts on technology’s potential role in The End Game and explains the importance of carefully-constructed narratives in today’s financial markets. The SPAC phenomenon, the importance of volatility and the […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 19 – Gerard Minack, Minack Advisors

Bill and Grant welcome Gerard Minack of Minack Advisors in Sydney to The End Game to discuss certain ‘issues’ Gerard took with some of the points made by previous guests in the series. Gerard concurs about the importance of the inflation vs. deflation debate, but has a few important, idiosyncratic ideas of his own to […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 18 – ‘Markets In Turmoil’ Edition featuring Marc Cohodes & Dr. Ben Hunt

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special ‘Markets In Turmoil’ edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 17 – Milton Berg

Bill and Grant welcome Milton Berg of MB Advisors, LLC to The End game for an illuminating look into the technical side of the current market environment.

Milton outlines the overwhelming number of positive technical indicators which suggest that the ‘Everything Bubble’ may be nothing of the sort, why occasionally drifting from a technical focus to a fundamental focus has caused him problems in the past and why he thinks this party will only come to an end when certain conditions are met.

As the search for The End Game continues, this conversation demonstrates that watching the manifestation of human behaviour may be the most important requirement right now and that the idiosyncrasy of crowd psychology is one factor for which there will never be an End Game.

Listen Now »

The End Game Ep. 16 – Russell Clark

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game.

Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors.

What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game.

Listen Now »

The End Game Ep. 15 – Jim Stack

Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out. From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep. 14 – Paul Singer

Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P. Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul’s thoughts on the importance of understanding markets are little more than mass experiments in psychology, the fallacy of ‘sitting passively’, the creation of value for clients and the corner into which the Fed and other central banks have painted themselves.

Listen Now »

The End Game Ep. 13 – The Return Of The Lord Of The Dark Matter

James Aitken makes a very welcome return to The End Game to take a look back at 2020 and a look forward to 2021.
Where did he get things wrong and why? What went according to his forecasts, and, most importantly, what has this turbulent year taught him that will help him in the future?From the dangers of ‘Big Dicking it’ to Robert Shiller’s nasty case of FOMO to the curious birth of the Equity Vigilantes, James shows precisely why his thoughts are so indispensable to his clients.Oh, and for all you crypto zeal…fans out there, this is a conversation you won’t want to miss – albeit one with a potentially nasty sting in its tail…

Listen Now »

The End Game Ep. 12 – Fred Hickey

Bill and Grant are joined by their mutual friend, Fred Hickey, author of The High Tech Strategist for over 30 years.
Despite a couple of technical glitches, what follows is an extraordinary deep dive into Fred’s process for producing his incredible monthly letter, an examination of gold’s role in a portfolio and some detailed explanations as to why gold and, in particular, some of the companies that pull it from the ground have an important role to play in The End Game.
Yes, Bitcoin is discussed. No, Bitcoin fans won’t like what’s said, but their time will come so don’t let that distract you from what is an absolutely phenomenal contribution to our search for The End Game…

Listen Now »