My guest on this episode of The Grant Williams Podcast is Diana Choyleva, the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting company that focuses on China and its global impact.

Our conversation centres, of course, around China, as Diana explains how her background growing up in Bulgaria has helped her understand the ways in which the Communist Party of China both thinks and functions.

Diana’s analysis of the problems facing Xi Jinping is fascinating as she explains the very different set of pressures with regards inflation and growth to those currently challenging Western policymakers. Whether the level of economic and policy liberalization required is possible remains to be seen, but Diana outlines the common misperceptions amongst Western investors beautifully.

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O’Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be.

As Julian explains, the disconnect between equity and bond markets is likely to correct itself in the not-too-distant future and that spells potential trouble for equity investors. Not only that, but the message the Fed is desperately trying to send is being misinterpreted and, once that message is finally received, the world will look extremely (and dangerously) different.

As always, Julian is funny, sharp and pulls no punches in another hugely enjoyable conversation.

My returning guest on this episode of The Grant Williams Podcast is a dear friend of many years – Simon Hunt, founder and proprietor of Simon Hunt Strategic Services.

Simon’s experience in China over four decades has provided me with an important counterpoint to many Western-based views of the Middle Kingdom over the years – one firmly rooted in personal experience, deep personal connections and a willingness to look past consensus thinking.

In this conversation, we discuss the status quo in China along with the wider geopolitical situation, Simon’s roadmap for the next couple of years and… TRIGGER ALERT… we expand upon comments Simon made about non-consensus climate change possibilities during his last appearance on the podcast.

OK Folks, buckle up as things are about to take a turn for the extra-terrestrial as my guest, David Dorr of Dorr Asset management returns to the podcast to discuss the recent spate of Unidentified Flying Object sightings which has been blanketing the media over the last several weeks.

David has been following this story for many years and he joins me to explain several key changes in the attitude to UFOs on the part of governments, chronicle the evolution in transparency around the subject, confirm a few conspiracy theories, highlight some key names in the world of extra-terrestrial observation we’d do well to follow as things evolve from here and even talk about some investment themes around what he calls ‘Intergalactic Macro’.

This conversation was unexpected, unplanned and just so much fun to be a part of and it left me with plenty to ponder.

After a hiatus forced by technical issues in the editing bay, we’re back with the first of three new episodes this week – this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment. After a useful primer on the different […] This content is only available for active subscribers. Subscribe

My guest on the latest episode of The Grant Williams Podcast is James Block, the brain behind the superb Substack, Dirty Bubble Media. James joins me to talk about the fallout from FTX as it ripples across the crypto landscape.

James’ work in first predicting and then chronicling the downfall of FTX as an independent ‘citizen journalist’ has been stupendous and, in this riveting hour, he helps me understand how the dominoes might fall from here as Binance, DCG and the granddaddy of them all, Tether, come under increased scrutiny and, potentially, increased regulatory oversight.

Joining me on the latest episode of The Grant Williams Podcast is returning guest David Dorr of Dorr Asset Management. David’s last appearance, in June 2021, led to a fascinating conversation around distributed ledger technology, bitcoin and the blockchain.

Now, with the FTX debacle unfolding in real time, David returns to discuss what happened, what it means for the cryptoverse and why the slow-motion movement of regulators may well have been deliberate, but is set to pick up pace in the coming days.

Where does Binance stand in the wreckage of FTX, what should we look for when trying to understand the way dominoes may topple from here, and what part does Tether likely play in all this? All these questions are answered and many more in another hugely important conversation.

My guest on this episode of The Grant Williams Podcast is Kim Ann Curtin, aka The Wall Street Coach. Kim is a 24-year veteran of Wall Street and has worked with a series of founders, CEOs and senior level executives at Fortune 500 companies around the world to help them hone and sharpen their performance.

In a fascinating conversation, we begin with the subject of fear, greed and need before branching out into a discussion about universal needs and how investors are wired to require certain things in order to function effectively.

What are those things and how do we harness our understanding of them to improve out performance? Listen in and Kim will tell you…

Returning to the Grant Williams Podcast after an avalanche of requests is my good friend Felix Zulauf of Zulauf Consulting in Zurich.

Felix needs no introduction after a legendary career in the business spanning five decades and I was delighted to have him join me once again to discuss the world as he sees it and t update us on the extraordinary roadmap for markets he laid out for us in his last appearance.

Felix’s remarkable opening statement covers the swings he sees coming over the next several years and, from there, we dig into a number of the more important areas in which he sees the chance for either volatility, profits or both!

This is yet another tour de force from one of the very best in the business…

Episode 41 of The Grant Williams Podcast sees me welcome Steve Clapham, host of the excellent Behind The Balance Sheet podcast and author of the Substack of the same name.

My guest in this episode of The Grant Williams Podcast is Dave Dredge of Convex Strategies in Singapore – a man with whom I had several epic conversations during my time at Real Vision.
This time, our discussion was sparked by a recent monthly letter Dave published which examined the recent US withdrawal from Afghanistan and used it to look at financial markets through the prism of ‘self-organized criticality.’
Dave’s ability to communicate complex ideas with brilliantly-chosen metaphors is to the fore in what was a hugely engaging conversation that will leave you with much to ponder.
Be sure to download the letter which sparked this conversation at the link provided in the transcript – it will provide invaluable background to yet another fantastic hour of rich discourse.