Excess Returns

The 100 Year Pivot | Navigating a Changing Market with Grant Williams

46 snips
Aug 3, 2025
Grant Williams, a financial expert and writer, shares his insights on navigating today's rapidly shifting market landscapes. He discusses the 'Hundred Year Pivot' as a significant turning point reshaping global economics and societal values. The conversation delves into the implications of the freezing of Russian assets and the increasing trend of central banks investing in gold. Williams also critiques the 'buy the dip' mentality, emphasizing the return to capital preservation and the importance of community and trust in an evolving financial ecosystem.
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INSIGHT

Understanding the Hundred Year Pivot

  • The "Hundred Year Pivot" describes a profound, once-in-a-century global structural shift affecting markets and societies.
  • This change is multifaceted and perceived differently across countries and domains, signaling a major cycle of transformation.
INSIGHT

Loss of Foundational Principles

  • Older generations feel the current change as a loss of foundational moral and ethical principles.
  • This dissonance leads to a sense of inauthenticity and a resurgence of religious beliefs amid social media excesses.
INSIGHT

Russian Asset Freezing Shakes Trust

  • The freezing of Russian assets shattered decades of global trust in the dollar-centric monetary system.
  • This event incentivized central banks worldwide to seek alternatives, notably increasing gold purchases.
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