Behind the Balance Sheet

#30 The Japanophile


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Grant Williams is a former hedge fund manager who now
publishes the monthly newsletter Things that Make You Go Hmmm and a subscription-only investing podcast channel that incredibly is one of the top 0.5% of all podcasts globally.

In this fascinating discussion, Grant explains his fascination for Japan and why we should all pay attention. We discuss US Treasuries, and why there is a risk that the current glut of supply could meet a dearth of buyers. And of course we talk about gold as well as how Grant has built a financial media empire.

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Behind the Balance SheetBy Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

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