The Grant Williams Podcast

The Grant Williams Podcast: Tian Yang

My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception in London.

Variant Perception’s pedigree is best-in-class and the breadth and depth of their research uses a framework of proprietary leading economic and liquidity indicators to identify investment opportunities across asset classes. Their indicators are a great blend which cover tactical, cyclical and structural time horizons.

In this conversation, we discuss what those indicators are telling us, how inflation changes the landscape, the signals being sent by term premiums and the sea change that may finally allow those brave enough to take on ‘The Widowmaker’ trade to come out on top.

This was a wonderful conversation. I hope you enjoy it.

Listen Now »

The Grant Williams Podcast: David Hay

My guest on this episode of The Grant Williams Podcast is my dear friend David Hay of Evergreen GaveKal in Bellevue, WA. Over the years, David has been a wonderful sounding board for me as well as a great source of both perspective and experienced wisdom. Given the turn markets have taken in 2022, I […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Mike Rothman

My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman. Mike’s experience in the energy sector is unparalleled – something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets – with a particular focus on oil – and […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Michael Oliver

My guest in the latest episode of the Grant Williams Podcast is the founder of Momentum Structural Analysis, Michael Oliver. Over the years, Michael’s proprietary work on the fluctuations in momentum has been extraordinarily good at calling major market inflection points. Where most focus on price, Michael has demonstrated time and again that momentum not […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Peter Zeihan

My guest in this edition of The Grant Williams Podcast is a man who finds both himself and his field of expertise at the very heart of recent events in Ukraine, geopolitical strategist and author, Peter Zeihan.

Peter’s books, The Absent Superpower, The Accidental Superpower and Disunited Nations have been incredibly helpful to me in understanding the strengths and weaknesses of not just the global geopolitical landscape as a whole, but also the individual countries involved in the escalating tensions. His upcoming book The End Of The World Is Just The Beginning is set to be an absolutely invaluable addition to his excellent work.

In what is an intensely though-provoking and painfully realistic assessment of the war in Ukraine, Peter pulls no punches in laying out where we currently stand, why we are where we are, and the many painful roads the world may well travel from here in the weeks and months to come.

This conversation isn’t for the faint of heart, but Peter’s understanding of the range of outcomes available to us is incredibly valuable at what is shaping up to be a pivotal time for mankind in so many ways.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Luke Gromen

My guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.

With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.

The dollar’s place at the heart of the financial system is now under serious threat after the sanctions placed on Russia’s central bank have fired a warning shot across the bow of every other central bank in the world.

What does this mean for gold? Oil? Bond markets? Currencies? Luke lays it all out in brilliant fashion as he explains why the moves of the last two weeks have changed the financial world as we know it forever.

Listen Now »

The Grant Williams Podcast: Rick Rule

My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule.

Rick has navigated multiple investment cycles in the resource sector and learned every lesson there is to learn about how to (and how not to) invest in natural resources – something which has made his voice an invaluable one in both bull and bear markets alike.

In this conversation, we discuss the uranium market and the effect that the Sprott Physical Uranium Trust (SPUT) has had on supply and demand (as well as Rick’s plans for the Uranium Bootcamp on March 19th), plus we look at precious metals as Rick lays out his case for what he believes are the early stages of what may turn out to be another epic bull market in gold and silver.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Adam Rodman

My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas.

Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager.

In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium.

With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Simon Mikhailovich

My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you’ll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical.

In this wonderful conversation, Simon shares his thoughts on Vladimir Putin’s latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve.

There’s also time for a little update on the current state of physical gold markets as Simon shares what he’s being told by refiners and investors alike…

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Jacob Shapiro

My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Simon Hunt

As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’. In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market – something about which his knowledge is extensive.

Oh, climate change gets discussed briefly too – but try not to let that upset you!

This was the perfect way to kick of 2022. Happy New Year to you all!

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Felix Zulauf

Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

In another masterclass of macro thinking, Felix explains his bi-directional view of markets which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast

The Grant Williams Podcast: Tian Yang

My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception in London.

Variant Perception’s pedigree is best-in-class and the breadth and depth of their research uses a framework of proprietary leading economic and liquidity indicators to identify investment opportunities across asset classes. Their indicators are a great blend which cover tactical, cyclical and structural time horizons.

In this conversation, we discuss what those indicators are telling us, how inflation changes the landscape, the signals being sent by term premiums and the sea change that may finally allow those brave enough to take on ‘The Widowmaker’ trade to come out on top.

This was a wonderful conversation. I hope you enjoy it.

Listen Now »

The Grant Williams Podcast: David Hay

My guest on this episode of The Grant Williams Podcast is my dear friend David Hay of Evergreen GaveKal in Bellevue, WA. Over the years, David has been a wonderful sounding board for me as well as a great source of both perspective and experienced wisdom. Given the turn markets have taken in 2022, I […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Mike Rothman

My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman. Mike’s experience in the energy sector is unparalleled – something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets – with a particular focus on oil – and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Michael Oliver

My guest in the latest episode of the Grant Williams Podcast is the founder of Momentum Structural Analysis, Michael Oliver. Over the years, Michael’s proprietary work on the fluctuations in momentum has been extraordinarily good at calling major market inflection points. Where most focus on price, Michael has demonstrated time and again that momentum not […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Peter Zeihan

My guest in this edition of The Grant Williams Podcast is a man who finds both himself and his field of expertise at the very heart of recent events in Ukraine, geopolitical strategist and author, Peter Zeihan.

Peter’s books, The Absent Superpower, The Accidental Superpower and Disunited Nations have been incredibly helpful to me in understanding the strengths and weaknesses of not just the global geopolitical landscape as a whole, but also the individual countries involved in the escalating tensions. His upcoming book The End Of The World Is Just The Beginning is set to be an absolutely invaluable addition to his excellent work.

In what is an intensely though-provoking and painfully realistic assessment of the war in Ukraine, Peter pulls no punches in laying out where we currently stand, why we are where we are, and the many painful roads the world may well travel from here in the weeks and months to come.

This conversation isn’t for the faint of heart, but Peter’s understanding of the range of outcomes available to us is incredibly valuable at what is shaping up to be a pivotal time for mankind in so many ways.

Listen Now »

The Grant Williams Podcast: Luke Gromen

My guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.

With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.

The dollar’s place at the heart of the financial system is now under serious threat after the sanctions placed on Russia’s central bank have fired a warning shot across the bow of every other central bank in the world.

What does this mean for gold? Oil? Bond markets? Currencies? Luke lays it all out in brilliant fashion as he explains why the moves of the last two weeks have changed the financial world as we know it forever.

Listen Now »

The Grant Williams Podcast: Rick Rule

My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule.

Rick has navigated multiple investment cycles in the resource sector and learned every lesson there is to learn about how to (and how not to) invest in natural resources – something which has made his voice an invaluable one in both bull and bear markets alike.

In this conversation, we discuss the uranium market and the effect that the Sprott Physical Uranium Trust (SPUT) has had on supply and demand (as well as Rick’s plans for the Uranium Bootcamp on March 19th), plus we look at precious metals as Rick lays out his case for what he believes are the early stages of what may turn out to be another epic bull market in gold and silver.

Listen Now »

The Grant Williams Podcast: Adam Rodman

My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas.

Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager.

In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium.

With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space.

Listen Now »

The Grant Williams Podcast: Simon Mikhailovich

My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you’ll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical.

In this wonderful conversation, Simon shares his thoughts on Vladimir Putin’s latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve.

There’s also time for a little update on the current state of physical gold markets as Simon shares what he’s being told by refiners and investors alike…

Listen Now »

The Grant Williams Podcast: Jacob Shapiro

My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives.

With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with Jacob about two of the most pressing (and polarising) geopolitical situations facing the world today: Vladimir Putin’s stand-off with Ukraine and Xi Jinping’s potential plans for Taiwan.

Jacob brings a wealth of insight to what was a truly fascinating conversation as he weighed up the likely paths available to all the actors enmeshed in these situations and handicapped the likelihood of a series of potential outcomes.

Listen Now »

The Grant Williams Podcast: Simon Hunt

As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months.

Simon has been spending several months each year on the ground in China for almost three decades and has built an extraordinary network which gives him unique insight into the reality behind countless opinions offered by distant ‘analysts’. In this hugely enjoyable hour, we discuss what’s really happening in the Middle Kingdom, the importance of strengthening of ties between Russia, China, Iran and other Middle Eastern countries against a backdrop of a U.S. retrenchment, the possible size of Russian and Chinese gold reserves as well as Simon’s latest thoughts on the copper market – something about which his knowledge is extensive.

Oh, climate change gets discussed briefly too – but try not to let that upset you!

This was the perfect way to kick of 2022. Happy New Year to you all!

Listen Now »

The Grant Williams Podcast: Felix Zulauf

Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.

In another masterclass of macro thinking, Felix explains his bi-directional view of markets which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.

The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.

As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.

Listen Now »