The End Game

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 Ep. 11 – Jim Rogers

After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers.
Hear Jim’s candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything right now and the subject on everybody’s lips post-the U.S. election – Chinese wine stocks…

Listen Now »

The End Game Ep. 10 – Chris Cole

Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets.
From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to create the world around us.
From the option market tail wagging the equity market dog to the assured disaster awaiting the pension fund industry, Chris explains volatility’s important role in the present and, importantly, the future.
This is yet another profound, unmissable conversation in the search for The End Game…

Listen Now »

The End Game Ep. 9 – Felix Zulauf

Bill and Grant welcome the incomparable Felix Zulauf to The End Game.
What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future.
The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix’s acute gaze.
Once again, this episode of The End Game will have your head spinning…
 

Listen Now »

The End Game Ep. 8 – Dr. Marc Faber

Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and China Bashers are all discussed as is the ultimate fate of the US dollar – something Dr. Faber labels a ‘time bomb’.So sit back, relax and join us for an hour of vintage Faber

Listen Now »

The End Game Ep. 7 – Edward Chancellor

Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. 
Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game. 
Entertaining, insightful and packed with historical relevance, this is a conversation you won’t want to miss.

Listen Now »

The End Game

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 »

The End Game Ep. 11 – Jim Rogers

After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers.
Hear Jim’s candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything right now and the subject on everybody’s lips post-the U.S. election – Chinese wine stocks…

Listen Now »

The End Game Ep. 10 – Chris Cole

Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets.
From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to create the world around us.
From the option market tail wagging the equity market dog to the assured disaster awaiting the pension fund industry, Chris explains volatility’s important role in the present and, importantly, the future.
This is yet another profound, unmissable conversation in the search for The End Game…

Listen Now »

The End Game Ep. 9 – Felix Zulauf

Bill and Grant welcome the incomparable Felix Zulauf to The End Game.
What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future.
The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix’s acute gaze.
Once again, this episode of The End Game will have your head spinning…
 

Listen Now »

The End Game Ep. 8 – Dr. Marc Faber

Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and China Bashers are all discussed as is the ultimate fate of the US dollar – something Dr. Faber labels a ‘time bomb’.So sit back, relax and join us for an hour of vintage Faber

Listen Now »

The End Game Ep. 7 – Edward Chancellor

Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. 
Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game. 
Entertaining, insightful and packed with historical relevance, this is a conversation you won’t want to miss.

Listen Now »