Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 206 for a wide-ranging conversation on macro.
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Links:
https://www.grant-williams.com/
https://twitter.com/ttmygh
Timestamps:
01:07 Overview of current market confusion and multiple risks
03:33 Discussion of monetary policy and debt challenges
05:22 Analysis of BRICS developments and global shifts
07:49 Framework for assessing negative outcomes
09:35 Discussion of millennial investors and passive investing
14:26 Analysis of inflation and Federal Reserve credibility
17:19 Impact of inflation on society and purchasing power
22:11 Discussion of affordability and political implications
25:31 Analysis of public sentiment and policy constraints
31:16 Geopolitical considerations and policy options
35:01 Portfolio construction and preservation strategies
42:24 Bond market reactions and loss of Fed credibility
45:06 Breakdown of trust in financial system
48:52 Fourth Turning framework and implications
50:45 Potential factors that could alter thesis
52:43 Long-term perspective on gold investment
54:47 Analysis of silver as monetary metal
57:17 Closing thoughts on navigating current environment
