The Grant Williams Podcast

The Grant Williams Podcast: Juliette Declercq

The latest episode of The Grant Williams Podcast features my very special guest Juliette Declercq of JDI Research.

In a fascinating deep dive into a series of macro data, Juliette picks apart the various narratives surrounding the battle over whether inflation is embedded or transitory. As Juliette is at pains to point out, the data tell her a story that suggests a ‘soft landing’ of sorts may actually be possible.

The accompanying chart pack brings this discussion to life so please be sure to download it from the website because… well, without it, you may struggle to follow this one! Once you do dive in, however, you’ll find a hugely thought-provoking pathway laid out in great detail that is as far from consensus as you’re likely to find anywhere.

Is Juliette right? Time will tell, but she sure makes a strong case.

Listen Now »

The Grant Williams Podcast: Sir Steven Wilkinson

The latest episode of The Grant Williams Podcast features the wonderful personality and profound intellect of Sir Steven Wilkinson – a man I’ve admired for a long time and who, earlier this year, I had the great pleasure of spending a day with as part of the Gold Tier About Time series. The genesis of […]

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Listen Now »

The Grant Williams Podcast: Peter Zeihan (Aug 2022)

The latest episode of The Grant Williams Podcast sees the welcome return of geopolitical strategist and author, Peter Zeihan – a man who has, in his previous two appearances, shaken many long-held assumptions about the balance of geopolitical power around the world. This time Peter trains his gaze on Europe, picking apart the strengths and […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Dan Oliver

After his appearance on The End Game last year, I’ve had countless requests to bring back my latest guest for another conversation to discuss the state of the monetary world with a special focus on precious metals and though his encyclopedic historical lens. Dan Oliver is a great friend and has the kind of brain […]

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Doug Pollitt

My guest in the latest edition of The Grant Williams Podcast is Doug Pollitt of Pollitt & Co. in Toronto.

Doug has spent his entire career immersed in the precious metals industry in one way or another and carries the baton handed down to him by his father, Murray Pollitt – himself a legend in the precious metals world.

In this engaging discussion, Doug and I take a look at the current state of the industry as he takes apart current valuations, mourns the lack of any recent major gold discoveries and offers his outlook for what promises to be a fascinating period for gold and silver.

This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Tarric Brooker

My guest in this edition of The Grant Williams Podcast is Tarric Brooker, an Aussie analyst who has become a must-follow for me and I think anyone interested in better understanding Australian politics, markets and, of course, the country’s fabled housing bubble.

Tarric and I spoke on the eve of the Australian general election – an event in which the incumbent Liberal PM, Scott Morrison was unceremoniously ousted in favour of Labor’s Anthony Albanese (or ‘Albo’ to Aussie voters!!).

The one thing that both parties have in common is an unhealthy desire to make sure the property market doesn’t crash – however, this time around, with inflation tying the RBA’s hands, the incoming Premier may not have things all his own way…

This content is only available for active subscribers. Subscribe

Listen Now »

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.

This content is only available for active subscribers. Subscribe

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

The Grant Williams Podcast: Juliette Declercq

The latest episode of The Grant Williams Podcast features my very special guest Juliette Declercq of JDI Research.

In a fascinating deep dive into a series of macro data, Juliette picks apart the various narratives surrounding the battle over whether inflation is embedded or transitory. As Juliette is at pains to point out, the data tell her a story that suggests a ‘soft landing’ of sorts may actually be possible.

The accompanying chart pack brings this discussion to life so please be sure to download it from the website because… well, without it, you may struggle to follow this one! Once you do dive in, however, you’ll find a hugely thought-provoking pathway laid out in great detail that is as far from consensus as you’re likely to find anywhere.

Is Juliette right? Time will tell, but she sure makes a strong case.

Listen Now »

The Grant Williams Podcast: Sir Steven Wilkinson

The latest episode of The Grant Williams Podcast features the wonderful personality and profound intellect of Sir Steven Wilkinson – a man I’ve admired for a long time and who, earlier this year, I had the great pleasure of spending a day with as part of the Gold Tier About Time series. The genesis of […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Peter Zeihan (Aug 2022)

The latest episode of The Grant Williams Podcast sees the welcome return of geopolitical strategist and author, Peter Zeihan – a man who has, in his previous two appearances, shaken many long-held assumptions about the balance of geopolitical power around the world. This time Peter trains his gaze on Europe, picking apart the strengths and […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Dan Oliver

After his appearance on The End Game last year, I’ve had countless requests to bring back my latest guest for another conversation to discuss the state of the monetary world with a special focus on precious metals and though his encyclopedic historical lens. Dan Oliver is a great friend and has the kind of brain […] This content is only available for active subscribers. Subscribe

Listen Now »

The Grant Williams Podcast: Doug Pollitt

My guest in the latest edition of The Grant Williams Podcast is Doug Pollitt of Pollitt & Co. in Toronto.

Doug has spent his entire career immersed in the precious metals industry in one way or another and carries the baton handed down to him by his father, Murray Pollitt – himself a legend in the precious metals world.

In this engaging discussion, Doug and I take a look at the current state of the industry as he takes apart current valuations, mourns the lack of any recent major gold discoveries and offers his outlook for what promises to be a fascinating period for gold and silver.

Listen Now »

The Grant Williams Podcast: Tarric Brooker

My guest in this edition of The Grant Williams Podcast is Tarric Brooker, an Aussie analyst who has become a must-follow for me and I think anyone interested in better understanding Australian politics, markets and, of course, the country’s fabled housing bubble.

Tarric and I spoke on the eve of the Australian general election – an event in which the incumbent Liberal PM, Scott Morrison was unceremoniously ousted in favour of Labor’s Anthony Albanese (or ‘Albo’ to Aussie voters!!).

The one thing that both parties have in common is an unhealthy desire to make sure the property market doesn’t crash – however, this time around, with inflation tying the RBA’s hands, the incoming Premier may not have things all his own way…

Listen Now »

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 »