The End Game

The End Game Ep 31 – Michael Kao

The End Game is back with a very special guest, the Urban Kaoboy himself, Michael Kao. After stints at Goldman Sachs, Canyon Partners and Akanthos, Michael is now the CIO of the Kao Family Office and, in this stimulating conversation we dig into his dollar wrecking ball theory as well as pulling apart the options […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 30 – Mike Green

The End Game returns after a year-end hiatus and who better to mark that than our first returning guest of the series, the always-dazzling Mike Green of Simplify Asset Management.

In his first appearance back in July 2020, Mike left all those who listened dumbfounded with much of his insight as he explained the rise of passive and the problems it creates for markets unaccustomed to such a dynamic.

This time, Mike turns his attention to politics, geopolitics and markets as well as updating his thoughts on the influence passive investment strategies are exerting over risk markets in every corner of the globe. Once again, Mike demonstrates why he’s such a crucial voice in our search for The End Game.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 29 – Alex Berenson

Grant & Bill’s guest on the latest episode of The End Game is journalist and author, Alex Berenson, a man who has found himself at the centre of the Covid cancel culture.

This is a fascinating discussion about the End Game for Covid. At what point does the extended control the pandemic has afforded governments end (if at all), and when (if ever) does the power dynamic between the governments of the world and the people who vote them into (and out of) office return to normal?

This will be a polarizing conversation for many, but so much of what is discussed is incredibly valuable in terms of understanding what Covid means for market power dynamics and how big a threat the demise of mainstream journalism poses to us all.

I strongly encourage you to leave any prejudices at the door and listen to a truly enlightening discussion about the pandemic response and what it means for markets, journalism and traditional power structures.

This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 28 – Jim Bianco, Bianco Research

Jim Bianco of Bianco Research is the latest guest to grace The End Game and what follows is a masterful dissection of Fed policy, interest rate hike probabilities and the reasons why Jim is fully onboard with the inflationary narrative. Jim explains what he’s seeing in the data to suggest that it may well be […]

This content is only available for active subscribers. Subscribe

Listen Now »

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

The End Game Ep 31 – Michael Kao

The End Game is back with a very special guest, the Urban Kaoboy himself, Michael Kao. After stints at Goldman Sachs, Canyon Partners and Akanthos, Michael is now the CIO of the Kao Family Office and, in this stimulating conversation we dig into his dollar wrecking ball theory as well as pulling apart the options […] This content is only available for active subscribers. Subscribe

Listen Now »

The End Game Ep 30 – Mike Green

The End Game returns after a year-end hiatus and who better to mark that than our first returning guest of the series, the always-dazzling Mike Green of Simplify Asset Management.

In his first appearance back in July 2020, Mike left all those who listened dumbfounded with much of his insight as he explained the rise of passive and the problems it creates for markets unaccustomed to such a dynamic.

This time, Mike turns his attention to politics, geopolitics and markets as well as updating his thoughts on the influence passive investment strategies are exerting over risk markets in every corner of the globe. Once again, Mike demonstrates why he’s such a crucial voice in our search for The End Game.

Listen Now »

The End Game Ep 29 – Alex Berenson

Grant & Bill’s guest on the latest episode of The End Game is journalist and author, Alex Berenson, a man who has found himself at the centre of the Covid cancel culture.

This is a fascinating discussion about the End Game for Covid. At what point does the extended control the pandemic has afforded governments end (if at all), and when (if ever) does the power dynamic between the governments of the world and the people who vote them into (and out of) office return to normal?

This will be a polarizing conversation for many, but so much of what is discussed is incredibly valuable in terms of understanding what Covid means for market power dynamics and how big a threat the demise of mainstream journalism poses to us all.

I strongly encourage you to leave any prejudices at the door and listen to a truly enlightening discussion about the pandemic response and what it means for markets, journalism and traditional power structures.

Listen Now »

The End Game Ep 28 – Jim Bianco, Bianco Research

Jim Bianco of Bianco Research is the latest guest to grace The End Game and what follows is a masterful dissection of Fed policy, interest rate hike probabilities and the reasons why Jim is fully onboard with the inflationary narrative. Jim explains what he’s seeing in the data to suggest that it may well be […] This content is only available for active subscribers. Subscribe

Listen Now »

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 »