The Julia La Roche Show #255 Grant Williams on the 100-Year Pivot That's Bigger Than Markets
31 snips
May 6, 2025 
Grant Williams, author of “Things That Make You Go Hmmm…” and host of his own podcast, dives into a seismic 100-year pivot reshaping our global landscape. He discusses the upcoming tariff impacts on corporate earnings and the necessity for investors to focus on capital preservation rather than chasing wealth. Williams highlights gold's resurgence as central banks lose faith in the US dollar and emphasizes adapting to profound socio-economic shifts. His insights prompt a crucial reevaluation of trust in institutions and investment strategies for a new era.
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Tariff Uncertainty Hits Businesses Soon
- Business uncertainty from tariffs hasn't yet hit markets fully but will soon.
- Company fundamentals will regain focus over stock price speculation in the near future.
Buffett's Liquidity Signals Change
- Warren Buffett's cash build-up signals caution about current market conditions.
- His retirement timing might reflect anticipation of a significant market change.
Diplomatic Shifts Reflect Tensions
- China's public denial of talks with the US marks a break from diplomatic norms.
- Japan's threat to dump US treasuries reflects growing pushback against US tariff policy.
