The Grant Williams Podcast
Business & Finance
About
Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet.
Episodes
- The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
In this episode of The Grant Williams Podcast , I welcome David Leiter for a lively and highly practical conversation about his new book, Stop Making Stupid Investments: 7 Rules to Avoid the Hype and Build Real Wealth . David traces the un…
- The Grant Williams Podcast Ep. 120 - Danielle DiMartino Booth
In the latest episode of The Grant Williams Podcast , I welcome Danielle DiMartino Booth back for a wide-ranging conversation about a macro backdrop that feels increasingly detached from the official story. Danielle explains why consumer s…
- The Grant Williams Podcast Ep. 119 - Marvin Barth
In this episode of The Grant Williams Podcast , I’m joined once again by Marvin Barth to unpack a rapidly shifting geopolitical and monetary landscape through the lens of the superb recent piece he published titled “Alea Iacta Est”—the die…
- The Grant Williams Podcast Ep. 118 - David Murrin
In this episode of The Grant Williams Podcast , Grant is joined by David Murrin for a sweeping and provocative discussion about the structural forces shaping today’s geopolitical landscape. David argues that current conflicts—from Ukraine…
- The Grant Williams Podcast Ep. 117 - Tian Yang
In this episode of The Grant Williams Podcast , I’m joined by Variant Perception’s Tian Yang for a sweeping discussion of what he calls a “late-cycle macro, early-stage regime shift.” Tian argues that the global economy is pivoting away fr…
- The Grant Williams Podcast Ep. 116 - Simon Mikhailovich
With the recent volatility in precious metals raising an inordinate amount of questions (and generating an even greater amount of hot takes and opinions from let’s just say ‘commentators who are relatively inexperienced in the idiosyncrasi…
- The Grant Williams Podcast Ep. 115 - Michael Every FULL EPISODE
In this episode of The Grant Williams Podcast , I’m joined by Rabobank’s Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hy…
- The Hundred Year Pivot Ep. 12 – Kamran Bokhari
In this episode of The Hundred Year Pivot , Demetri and I are joined by geopolitical strategist Kamran Bokhari for a sweeping, historically grounded exploration of how Iran arrived at its present moment of instability—and where it may be h…
- The Hundred Year Pivot Ep. 11 – Brian Winter
Demetri and I welcome journalist and author Brian Winter to The Hundred Year Pivot to discuss the recent events in Venezuela and where they fit into the upheaval coming at us from seemingly every direction. Brian is the editor-in-chief of…
- The Grant Williams Podcast Ep. 114 - Dr. John Bosetti, MD. FULL EPISODE
In this episode of The Grant Williams Podcast , I’m joined by Dr. John Bosetti, MD, an eye surgeon who has dedicated his career to tackling one of the most devastating—and most solvable—health crises in the developing world: preventable bl…
- Super Terrific Happy Hour Ep. 26: The Downloadable Ringtone
In this episode of Super Terrific Happy Hour , Steph and I return with our customary blend of easy-going banter coupled with a shameless plug and a sobering assessment of the global financial landscape. What begins with complaints about th…
- The Grant Williams Podcast Ep. 113 - Diana Choyleva
In this episode of The Grant Williams Podcast , I welcome Diana Choyleva, Chief Economist at Enodo Economics, for a rigorous unpacking of what ‘de-dollarisation’ really means—and what it doesn’t. Moving beyond the familiar extremes of “the…
- The End Game Ep. 58 - Gerard Minack PREVIEW
n the latest episode of The End Game , Bill and I welcome Gerard Minack for a masterclass in macro perspective and market realism. Gerard, founder of Minack Advisors, dissects the current investment landscape—where AI euphoria collides wit…
- The Hundred Year Pivot Ep. 10 – Peter Atwater
In this latest episode of The Hundred Year Pivot , Demetri Kofinas and I are joined by Peter Atwater, adjunct professor at William & Mary and author of The Confidence Map: From Chaos to Clarity . Together we explore Peter’s groundbreaking…
- The Grant Williams Podcast Ep. 111 - Ned Naylor-Leyland
In this episode of The Grant Williams Podcast , I welcome my old mate Ned Naylor-Leyland, long-time precious-metals fund manager, for a detailed discussion on the shifting dynamics of gold, silver, and the mining sector. Ned argues that go…
- The Hundred Year Pivot Ep. 9 – Roger Mitchell
In the ninth episode of The Hundred Year Pivot , Grant and Demetri welcome Roger Mitchell for a deeply reflective conversation on faith, values, and the unraveling of the modern social contract. Against the backdrop of growing disillusionm…
- The Grant Williams Podcast Ep. 110 - Robert Glazer FULL EPISODE
In this episode of The Grant Williams Podcast , I welcome author and entrepreneur Robert Glazer to discuss his new book, The Compass Within —a powerful exploration of how uncovering and living by one’s personal core values can transform le…
- The Grant Williams Podcast Ep. 109 - Julien Garran
In a blockbuster episode of The Grant Williams Podcast , I welcome Julien Garran of MacroStrategy for a penetrating discussion on what Julien believes is the most dangerous bubble in modern financial history—the AI mania. Drawing parallels…
- The Grant Williams Podcast Ep. 108 - Larry McDonald
In this long-overdue episode of The Grant Williams Podcast , I’m joined by Larry McDonald, founder of The Bear Traps Report and author of How to Listen When Markets Speak , to explore how extraordinary fiscal and monetary responses have re…
- The Grant Williams Podcast Ep. 107 - David Fergusson FULL EPISODE
In this episode of The Grant Williams Podcast , I’m joined by David Fergusson, CEO of Atlas Consolidated in Singapore, for a fascinating look at the disruptive rise of digital banking. From his early days building Hugosave in Singapore to…
- The Grant Williams Podcast Ep. 106 - Michael Oliver
In thie latest episode of The Grant Williams Podcast , I’m joined by Michael Oliver, founder of Momentum Structural Analysis, for a deep dive into the powerful undercurrents driving today’s markets. Michael explains why the US equity rally…
- The Hundred Year Pivot Ep. 8 – Jonathan Kirshner
In this episode of The Hundred Year Pivot , Demetri and I sit down with Jonathan Kirshner, a leading classical realist and scholar of international relations, for a wide-ranging discussion on realism, uncertainty, and America’s shifting ro…
- The Hundred Year Pivot Ep. 7 – Edward Chancellor
In the seventh episode of The Hundred Year Pivot , Demetri Kofinas and I are joined by renowned financial historian Edward Chancellor for a sweeping conversation on the century-long evolution of money and interest rates. Our discussion tra…
- The Hundred Year Pivot Ep. 6 – Lawrence Fossi
In the latest episode of The Hundred Year Pivot , Demetri and I sit down with Lawrence Fossi—better known to many as Montana Skeptic—for a fearless exploration of America’s fraying social fabric. From the shifting character of New York Cit…
- Super Terrific Happy Hour Ep. 25 - It’s Been HOW Long?
After a ridiculously long hiatus, The Super Terrific Happy Hour returns as Steph and I dive back into the rapidly changing world of global finance, exploring how Japan’s decades-long experiment with low interest rates and high debt is no l…
- The End Game Ep. 57 - Harley Bassman PREVIEW
In the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that w…
- The Grant Williams Podcast Ep. 104 - Dmitri Alperovitch
In this episode of The Grant Williams Podcast, I talk with with cybersecurity expert and author Dmitri Alperovitch to discuss his book, ‘World on the Brink,’ and the escalating risk of conflict between China and Taiwan. Dmitri, who forecas…
- The Hundred Year Pivot Ep. 5 - Charles Calomiris
In the fifth episode of The Hundred Year Pivot, Demetri Kofinas and I sit down with economist Charles Calomiris for a probing exploration of America’s fiscal future and the deeper societal forces shaping it. The conversation delves into th…
- The Grant Williams Podcast Ep. 103 - Victor Haghani
In the latest episode of The Grant Williams Podcast , I’m joined by Victor Haghani, founder and CIO of Elm Wealth, for a conversation that spans revolution, crisis, and hard-earned wisdom. From seeing his family lose nearly everything duri…
- The Hundred Year Pivot Ep. 4 - Dr. Pippa Malmgren
In another compelling episode of The Hundred Year Pivot, Demetri and I are joined by Dr. Pippa Malmgren to unpack the profound challenges facing American society today. Drawing from her extensive experience in US and UK political spheres,…
- The Grant Williams Podcast Ep. 102 - Warren Pies
In this episode of The Grant Williams Podcast, I’m joined by Warren Pies of 3Fourteen Research to unpack the challenges of investing in a world defined by policy shocks, geopolitical uncertainty, and persistent volatility. His data-driven…
- The Hundred Year Pivot Ep. 3 - Russell Napier
In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structura…
- The Hundred Year Pivot Ep. 2 - Neil Howe
In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil H…
- The Grant Williams Podcast Ep. 101 - Tian Yang
In this thought-provoking episode, I’m joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump’s tariff policies…
- The Grant Williams Podcast Ep. 100 - Lynne Bryan Phipps FULL EPISODE
To celebrate the 100th episode of The Grant Williams Podcast, I’m delighted to welcome my friend Lynne Bryan Phipps for a discussion unlike any of the 99 that preceded it as she and I take a personal journey into the incredible world of In…
- The Hundred Year Pivot Ep. 1 - Demetri Kofinas
This is a brand new podcast series for which I’ve teamed up with my good friend Demetri Kofinas, to explore and understand the changing world around us. Welcome to The Hundred Year Pivot. This joint effort is based on a shared belief that…
- The Grant Williams Podcast Ep. 97 - Marco Papic
In the latest episode of The Grant Williams Podcast, I sit down with Marko Papic of BCA Research to explore the intricate interplay between geopolitics and the global economy. Marko, a good friend and seasoned geopolitical strategist, walk…
- The Grant Williams Podcast Ep. 96 - Kathleen Thelen
This terrific discussion with Kathleen Thelen examines the historical origins and rise of large retail chains and e-commerce platforms in the United States, tracing the parallels between the business models of early mail-order retailers li…
- The End Game Ep. 55 - Fred Hickey PREVIEW
Joining Fleck and me for the latest episode of The End Game is our mutual friend, Fred Hickey, the renowned High Tech Strategist. As always, Fted offers a compelling analysis of the gold and gold mining markets and, with gold tripling in p…
- The Grant Williams Podcast Ep. 95 - Thomas Thornton
Joining me for the latest episode of The Grant Williams Podcast is my old mate Tommy Thornton of Hedge Fund Telemetry and, in a market increasingly driven by speculation and the allure of quick riches, we discuss whether investors are play…
- The Narrative Game Ep. 10: Into The Moral Vacuum We Go… - FULL EPISODE
In a thought-provoking return for The Narrative Game, Dr. Ben Hunt and I engage in a candid conversation about the soul of America, exploring the unsettling trends eroding the nation’s moral compass. We dissect the alarming shift toward pr…
- The Grant Williams Podcast Ep. 94 - Ronan Manly FULL EPISODE
In the latest episode of The Grant Williams Podcast, Ronan Manly joins me for a deep dive into the fascinating world of the gold market. We explore its rich history and intricate structure, from the pivotal roles of the London Bullion Mark…
- The Grant Williams Podcast Ep. 93 - Steve Diggle
In the latest episode of The Grant Williams Podcast, Steve Diggle of Vulpes Investment Management discusses his return to the volatility trading space after a 14-year hiatus. Steve cites several key factors that have led him to believe the…
- The Grant Williams Podcast Ep. 92 - Adam Rozencwajg
In a fascinating discussion, I sit down with Adam Rozencwajg of Goehring and Rozencwajg to delve into the intricate world of commodity markets and their far-reaching implications for the global economy. The conversation uncovers a hidden d…
- The Grant Williams Podcast Ep. 91 - Andrew McDermott
In this episode I’m joined by Andrew McDermott of Mission Value Partners to explore Japan’s remarkable journey from economic dominance to stagnation and its ongoing revival as a hub of opportunity. Andrew delves into how Japan has adapted…
- The Grant Williams Podcast Ep. 90 - Demetri Kofinas FULL EPISODE
In a deeply personal and startlingly frank conversation, my great friend Demetri Kofinas and I dissect the current state of the world around us looking for answers to what is, perhaps, a set of unsolvable problems that simply need to play…
- The End Game Ep. 54 - Dan Oliver PREVIEW
In another captivating episode of The End Game Fleck and I are joined by returning special guest Dan Oliver for a deep dive into the current state of global financial markets as we explore the potential consequences of shifting liquidity d…
- The Grant Williams Podcast Ep. 89 - Kris Sidial
In the latest episode of The Grant Williams Podcast, volatility manager and Ambrus Group co-CIO Kris Sidial, returns for a thought-provoking conversation which delves into the intricacies of financial market volatility. The discussion cove…
- The Grant Williams Podcast Ep. 88 - Simon Mikhailovich
In the latest episode of The Grant Williams Podcast, Simon Mikhailovich returns to explore the increasingly intertwined worlds of geopolitics, economics, and financial markets. As we enter a period of heightened global uncertainty, Simon o…
- The Grant Williams Podcast Ep. 87 - Felix Zulauf
In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tens…