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, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people into ideological silos. She highlights how this ‘narrative collapse,’ fueled by repeated national traumas and algorithm-driven media, threatens public trust, rational discourse, and the very legitimacy of government.

Pippa calls this moment a Copernican shift in American reality, emphasizing the urgent need for what she so beautifully describes as ‘heartware’- empathy, compassion, and courageous dialogue – to navigate these turbulent times. We also touch on the implications of recent UAP disclosures as symbols of institutional opacity and the limits of current scientific paradigms as Pippa offers a vital perspective on how we might rebuild understanding and resilience in an era defined by uncertainty and division.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 approach allows Warren to cut through the noise of political unpredictability—particularly around Trump-era tariffs—and we focus the conversation on market signals, sentiment shifts, and technical indicators in today’s unstable landscape. From the precarious relationship between bonds and equities to the evolving role of the U.S. dollar, Warren offers a grounded yet insightful take on where the real risks—and opportunities—lie.

We dive deep into sector dynamics, especially the misunderstood signals coming from oil and credit markets, and Warren explains how quantitative models can help investors adapt to a regime defined by monetary debasement. With a candid look at sentiment extremes and capital flow inertia, Warren frames the U.S. not as a market without problems, but as the “cleanest dirty shirt” in a soiled global wardrobe—still investable, but only for those prepared to stay agile.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 structural imbalances reshaping the global economic and monetary order. Russell lays out a powerful framework for understanding the unwinding of decades-long distortions—rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate.

From the future of the U.S. dollar to the strategic role of gold and real assets, Russell offers a masterclass in navigating a world where preserving wealth demands foresight, flexibility, and a willingness to think far beyond the consensus as The Hundred Year Pivot forces us to completely change the way we think about the world around us and how we invest therein.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 Howe.

What follows is a timely and thought-provoking conversation on generational theory and the turbulent state of not just the United States, but the entire world today. From rising partisanship and institutional decay to shifting cultural norms around religion, gender, and substance use, Neil unpacks the patterns he sees repeating—and what they might mean for the road ahead.

We explore the defining characteristics of a Fourth Turning, why America and the rest of the world may already be deep into one, and what the implications could be both at home and on the world stage—including the possibility of a major confrontation with China.

This is a deep dive into the forces reshaping our society with one of their keenest observers—and a disturbing look at what history tells us might come next.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 to China’s underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape.

Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe’s fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 Integrative Equine Therapy (IET).

Lynne – an ordained minister, architect and psychologist and the founder of one of Rhode Island’s leading charter schools – also founded Beachwood Centre, an extraordinary place where Lynne and her staff provide help for those suffering from trauma, anxiety, PTSD, grief and other stress-related issues, with the aid of horses.

My own personal experience working with Lynne opened my eyes to something remarkable and, in this conversation, we talk about the remarkable work being done at Beachwood, the extraordinary data collected by Brown University, demonstrating the incredible healing power of IET and how (and why) horses are a transformational factor when it comes to this kind of work.

This is a conversation you won’t forget.

At the end of the conversation you’ll find ways in which you can help Lynne continue the important work being done at Beachwood. So, if you’ve enjoyed my work, and you’re in a position to make a contribution – no matter how small – please consider donating to this wonderful cause.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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.

Together, Demetri and I will be speaking with the smartest, most thoughtful people we know to help us chart a path through this gathering storm as we seek to position ourselves, our organizations, and our families for the changes to come.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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, walks us through his invaluable framework for understanding the preferences and constraints of policymakers—a critical lens for navigating today’s rapidly shifting dynamics—before we dive into trade wars and regional integration in a conversation which delves into how political decisions are shaping financial markets and economic opportunities around the world.

Also discussed the Trump administration’s use of tariffs and trade wars, which Marko analyzes through the prism of U.S. constraints compared to other nations, and Europe’s unique position to capitalize on current geopolitical shifts, particularly through deeper integration and increased investment prospects. Meanwhile, Marko explains why China faces significant challenges in stimulating domestic demand while grappling with risks such as potential conflict over Taiwan. Marko’s insights provide an invaluable guide to understanding the complexities of today’s geopolitical landscape and their far-reaching implications for economies and markets worldwide.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 like Sears Roebuck and modern companies like Amazon. Kathleen explainss how antitrust laws and the fragmented regulatory environment in the US enabled the growth of these large, low-cost retailers by making it difficult for alternative models like consumer cooperatives to gain a foothold.

We focus on the reliance on low-wage labor and how the prioritizing of low prices over other considerations has become deeply embedded in the American consumer economy and, as the retail landscape has shifted with the rise of Amazon and other online shopping, she suggests that this business model remains difficult to dislodge due to the coalition of interests – manufacturers, third-party sellers, and consumers themselves – that have come to depend on these large retail platforms.

The importance of the centrality of the American consumer to the US economy has significant implications for the future as factors like inflation, tighter credit, and labor organizing threaten to challenge the dominance of the current retail giants.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 price since its 2015 bottom and, while recent surges have been driven by geopolitical turmoil, money printing, and central bank buying, Fred cautions that the gold market may be overbought in the short-term and could face a correction.

When it comes to gold mining stocks, Fred is highly selective, favoring well-run companies in safe jurisdictions with high-grade deposits and conservative management and he runs us through his favourites in the sector before the conversation shifts to Fred’s skepticism about the recent hype surrounding AI and generative AI. He views the space as an unsustainable bubble, driven by excessive spending and deteriorating economics at major tech companies and makes several bold prediction around how the AI bubble could lead to a broader market downturn.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. 

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.