The Grant Williams Podcast

By Grant Williams

Business Investing

What's The Grant Williams Podcast 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. https://www.grant-williams.com

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This Week In Doom Ep. 17 - ...

12.09.2023

The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the ’creation’ of ...

The Grant Williams Podcast episodes:

12.09.2023 This Week In Doom Ep. 17 - Moles, Meat & Mayhem - FULL EPISODE The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the ’creation’ of ...
07.15.2023 The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area. Several of Tom’s letters to his investors caught my eye in recent months and so ...
07.07.2023 The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE Joining me in this episode of The Grant Williams Podcast is the Sydney-based CEO of Freelancer.com, Matt Barrie. Matt was recently invited to give the opening keynote at the Sydney Morning Herald’s Sydney 2050 Summit and, it’s safe to say ...
05.25.2023 The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW Joining me in this episode of The Grant Williams Podcast is Matt Stoller, former Congressional staffer and author of Goliath: The 100-Year War Between Monopoly Power and Democracy and the excellent Substack BIG. Matt’s work on the threat posed by ...
05.25.2023 The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW Joining me on this edition of The Grant Williams Podcast is returning guest, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, LLC in Dallas, TX. Danielle’s knowledge of the inner workings of the Federal Reserve has been invaluable ...
05.01.2023 The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW Episode Five of Shifts Happen brings into focus the recent ’quickening’ around the de-dollarization narrative and the impossible-to-ignore elevation in comments from world leaders questioning the logic underpinning their forced adoption of the US dollar in many cross-border trades. From ...
04.27.2023 The End Game Ep. 43 - Steve Eisman PREVIEW Bill and Grant return for a no-holds-barred conversation with the great Steve Eisman of The Eisman Group within Neuberger Berman. Steve is no stranger, thanks both to his exploits during the GFC and the stupendous portrayal of those exploits by ...
04.26.2023 The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW Author Brendan Ballou joins me to discuss his superb new book, Plunder: Private Equity’s Plan to Pillage America in the latest episode of The Grant Williams Podcast. After graduating Columbia and Stanford Law, Brendan served as a Federal prosecutor and ...
04.20.2023 The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE In the ninth episode of The Narrative Game, Epsilon Theory’s Dr. Ben Hunt returns to discuss the narrative aspects of the sudden surge in mainstream commentary around the drive towards de-dollarization on the part of China, Russia, Iran et al. ...
03.15.2023 The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the College of William & Mary. Peter’s stellar work on the importance of mood and confidence ...
03.13.2023 The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW 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 ...
03.13.2023 The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW 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 ...
03.02.2023 The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW 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 ...
03.02.2023 The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE 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 ...
03.02.2023 This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, ...
02.13.2023 The Grant Williams Podcast Ep. 46- Michael Howell PREVIEW 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 ...
12.29.2022 The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW My returning guest in this edition of The Grant Williams Podcast is David Dorr of Dorr Asset Management. David returns to discuss the fallout from FTX, the toppling dominoes it may set in motion, and what it means for the ...
12.23.2022 The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE My guest on this episode of The Grant Williams Podcast is Kim Ann Curtin, aka The Wall Street Coach. Kim, a 24-year veteran of Wall Street, has traded Brooklyn for Big Island of Hawai’i, where she has established an executive ...
10.30.2022 The End Game Ep. 39 - David Einhorn PREVIEW The latest guest to grace The End Game series is hedge fund legend, value investor, reformed shortseller and poker wizard, David Einhorn. In a greatly anticipated conversation, Bill and I get the chance to quiz David about his recent comments ...
10.30.2022 The End Game Ep. 38 - James Aitken PREVIEW When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I dropped everything and got him on the phone immediately. In this superb conversation, James ...
10.30.2022 The End Game Ep. 37 - Gerard Minack PREVIEW Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take ...
10.23.2022 The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of ...
09.12.2022 The End Game Ep. 36 - Ed Chancellor PREVIEW In the latest episode of The End Game, Bill and Grant welcome author and financial historian non-pareil, Edward Chancellor back to talk about his new book The Price Of Time. During his first appearance on The End Game, Ed teased ...
09.06.2022 This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE) In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork ...
08.20.2022 The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW 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 ...
08.19.2022 The Narrative Game Ep. 8: N.E.W.S. In the latest episode of The Narrative Game, Ben and Grant discuss the Narrative Early Warning System (N.E.W.S.) developed by Ben and Rusty Guinn to help not just investors, but everybody understand and sidestep the increasing amount of ‘controlled’ news ...
08.09.2022 The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW 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. This ...
07.15.2022 The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW 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 ...
07.13.2022 The End Game Ep. 35 - Jeff Currie PREVIEW Episode 35 of The End Game sees Bill and Grant welcome Goldman Sachs Global Investment Research Global Head of Commodities Research, Jeff Currie for a discussion around the current dynamics in the commodities sector and their potential place in The ...
07.07.2022 The End Game Ep. 34 - Greg Jensen PREVIEW Episode 34 of The End Game sees the welcome return of Bridgewater Associates co-CIO, Greg Jensen who joins us again to reflect on his enormously prescient first appearance just under a year ago. (That episode is now available in full ...
07.06.2022 This Week In Doom Ep. 7 - Kentucky Fired Chicken! On the seventh episode of This Week In Doom, Grant and The Green Chicken take a dive into some of the recent pieces published by the Doomberg team, zeroing in on ludicrous energy policies, the real definition of the scientific ...
07.06.2022 The End Game Ep. 33 - James Aitken PREVIEW The Lord Of The Dark Matter, James Aitken returns to The End Game to handicap the predicament in which central bankers find themselves now that the RBA has been forced away from yield curve control and Japan’s currency and JGBs ...
06.05.2022 The End Game Ep. 32 - Judy Shelton PREVIEW In the latest episode of The End Game, Bill Fleckenstein and I have the great privilege of welcoming Judy Shelton to the podcast for a discussion that helps place one of the key missing pieces into the puzzle we’ve been ...
06.02.2022 The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines ...
05.30.2022 The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW 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 ...
05.24.2022 This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a ...
05.16.2022 The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception. Variant Perception’s pedigree is best-in-class. Their research uses a framework of proprietary leading economic and liquidity indicators to identify investment ...
05.16.2022 The End Game Ep. 32 - David Hay PREVIEW Joining me on this installment of The Grant Williams Podcast is my friend, David Hay of Evergreen Gavekal in Bellevue, WA. David and I discuss the dilemma facing central banks, the ways in which the return of inflation change the ...
04.24.2022 The End Game Ep. 31 - Michael Kao PREVIEW Joining us in the latest installment of our search for The End Game is Michael Kao, formerly of Goldman Sachs, Canyon Partners and Akanthos and now a family office investor and prolific presence on Twitter, where his many epic threads ...
04.24.2022 The Grant Williams Podcast: Mike Rothman - PREVIEW 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, ...
04.08.2022 The Grant Williams Podcast: Michael Oliver - PREVIEW 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 ...
03.12.2022 The Grant Williams Podcast: Luke Gromen - FULL EPISODE 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 ...
02.21.2022 This Week In Doom Ep. 2 - Rory Johnston PREVIEW Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become ...
02.19.2022 The Narrative Game Ep. 6: Metaverse & The Art Of Narrative - PREVIEW Ben and Grant take a trip into the Metaverse™ to examine how language has been weaponized in an age of Gain of Function research to enable political actors to control the narrative – aided and abetted by Big Tech. Our ...
02.10.2022 The Grant Williams Podcast: Rick Rule - PREVIEW My guest in the latest episode of the Grant Williams Podcast is one of the true titans of the resource industry, my friend, Rick Rule. Rick has navigated multiple investment cycles in the resource sector and learned every lesson there ...
02.02.2022 This Week In Doom Ep. 1 - What’s It All About? FULL EPISODE This is the full audio of the first in a brand new series of podcasts featuring my co-host, Doomberg (the little green chicken who could) and a series of occasional guests who we believe will enhance and broaden your understanding ...
01.30.2022 The Grant Williams Podcast: Adam Rodman - PREVIEW My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas. Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability ...
01.26.2022 The Grant Williams Podcast: Simon Mikhailovich - PREVIEW My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market ...
01.26.2022 The Grant Williams Podcast: Jacob Shapiro - PREVIEW My guest on the latest episode of The Grant Williams Podcast is Jacob Shapiro, the Founder and Chief Strategist of Perch Perspectives. With geopolitics becoming both impossible to ignore and increasingly complex, it was a perfect time to char with ...
01.05.2022 The Grant Williams Podcast: Simon Hunt - PREVIEW As we move into a new year, I’m delighted to welcome an old friend, Simon Hunt, to the podcast to kick off what could be yet another dramatic twelve months. Simon has been spending several months each year on the ...

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