The End Game

The End Game Ep 27 – Harley Bassman, Simplify Asset Management

Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management.  In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve about the problems they’re creating, the […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 26 – Michael Howell, CrossBorder Capital

In the financial market context, the word ‘liquidity’ is three very distinct things: overused, misunderstood and crucially important. In the latest edition of The End Game, CrossBorder Capital’s Michael Howell joins Bill and Grant to shed some light on those three key factors, explaining how he views liquidity, why it’s so crucial and what he’s […]

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Listen Now »

The End Game Ep 25 – Kyle Bass, Hayman Capital Management

The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX. Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in […]

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Listen Now »

The End Game Ep 24 – Greg Jensen, Bridgewater Associates

Our special guest on the latest edition of The End Game is Greg Jensen, the co-CIO of Bridgewater Associates, the $140billion asset manager based in Westport, Connecticut. Over his 25 year career at the firm, Greg has spent an inordinate amount of time using historical precedents to construct ever-more complex algorithms to help understand and […]

This content is only available for active subscribers. Subscribe

Listen Now »

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

The End Game Ep 27 – Harley Bassman, Simplify Asset Management

Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management.  In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve about the problems they’re creating, the […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 26 – Michael Howell, CrossBorder Capital

In the financial market context, the word ‘liquidity’ is three very distinct things: overused, misunderstood and crucially important. In the latest edition of The End Game, CrossBorder Capital’s Michael Howell joins Bill and Grant to shed some light on those three key factors, explaining how he views liquidity, why it’s so crucial and what he’s […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 25 – Kyle Bass, Hayman Capital Management

The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX. Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 24 – Greg Jensen, Bridgewater Associates

Our special guest on the latest edition of The End Game is Greg Jensen, the co-CIO of Bridgewater Associates, the $140billion asset manager based in Westport, Connecticut. Over his 25 year career at the firm, Greg has spent an inordinate amount of time using historical precedents to construct ever-more complex algorithms to help understand and […] This content is only available for active subscribers. Subscribe

Listen Now »

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 »