Grant Williams, a macro analyst and publisher of Things That Make You Go Hmm, dives into the precarious state of today's financial markets. He discusses the alarming disconnect between stock prices and sustainable value, emphasizing the existential risks investors face. With record high valuations and a focus on short-term gains, Williams raises critical questions about the future of capital investments. He also addresses the pitfalls of corporate stock buybacks and urges a return to fundamental investing principles, providing valuable insights for navigating this economic landscape.

Explore market sentiment and consumer confidence with Peter Atwater and Grant Williams as they discuss natural gas, Nvidia, Elon Musk's tweets, gold, Bitcoin, luxury markets, the Japanese stock market, and more controversial opinions and memorable investments.

In this engaging discussion, Ben Hunt, a market analyst known for his deep insights, and Grant Williams, a financial author with a global perspective, tackle the post-election market landscape. They explore how trust, or the erosion of it, shapes market behaviors and investment philosophies. Key topics include the shift from wealth accumulation to preservation, the challenges in a speculation-driven environment, and the impact of inflation on trust in institutions. Their candid insights offer valuable perspectives for navigating today's complex financial terrain.

On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking"."The end of magical thinking", a term phrased by Grant to describe the illusion cheap money allowed for in 2020/21 as markets ignored fundamental valuations and speculation became rampant. Now with inflation, and the Fed tightening at their fastest rate in 40 years to fight inflation, reality has set back in for investors and now we must take a hard look in the mirror to understand what the best ways to protect our portfolios is in this environment. --Follow Grant: https://twitter.com/ttmyghFollow Pippa: https://twitter.com/DrPippaMFollow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.--Referenced In The Show: Why Software Is Eating the World: https://a16z.com/2011/08/20/why-software-is-eating-the-world/--Timestamps:(00:00) Introduction(00:53) The End of Magical Thinking(14:41) The End of Globalization(17:05) Human Nature Never Changes(26:43) Why Software Is Eating the World... Or Is It?(38:56) Circle Ad(40:16) The Fallout of The FTX Collapse(52:01) The Rules of The Game Have Changed(58:14) Navigating This New Environment--Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Grant Williams, a finance veteran and creator of the newsletter 'Things That Make You Go Hmmm...', shares his intriguing journey from trading Japanese equities in the '80s to founding Real Vision. He emphasizes the importance of building trust with audiences and creating quality content. Williams also reflects on living globally, tackling family challenges, and the cultural bonds forged through sports. Throughout, he offers wisdom on communication, community-building, and staying curious in both investing and life.

Grant Williams, hero of finance, joins Aaron and Porter to discuss the precious metals market, equities for the next decade, macroeconomics, government promises, central banks, and the biggest issue for our economy. The podcast also includes discussions on Bank of America, workforce demographics, Supreme Court rulings, and exciting upcoming projects.

Macro analyst and interviewer extraordinaire, Grant Williams, discusses the disconnect between economic data and market behavior, the polarizing US presidential election, exploring the rise of the Nazi party in Germany, the lack of learning from historical mistakes, the current economic situation using a custard analogy, the changing direction of the global economy away from the US dollar, the importance of listening to stories and cherishing time, and the unreal nature of the financial markets.

Stephanie Pomboy, a respected macro expert, and Grant Williams, a frequent commentator on macroeconomic trends, come together for a riveting discussion. They highlight the necessity for investors to adapt as the economic landscape shifts. Stagnant retail sales and rising unemployment signal potential recession risks. The duo critiques slow Federal Reserve responses and discusses inflation's real impact on consumers. They emphasize the importance of reevaluating investment strategies and navigating the tension between inflation and deflation.

Grant Williams, author of 'Things That Make You Go Hmmm...' and host of The Grant Williams podcast, joins Julia La Roche for a wide-ranging conversation on macro. They discuss the importance of being ready for a recession and a soft landing, the impact of Japan's monetary policy on financial markets, the worldviews of different generations, and the potential for conflict. Grant also shares his thesis on gold and the problems with the CPI.

Grant Williams, author of "Things That Make You Go Hmmm…" and host of his own podcast, delves into the shifting tides of the investment world. He shares insights on inflation's impact on investor strategies and the growing distrust in financial institutions. Discussions touch on the changing dynamics shaped by events like the U.S. elections and the BRICS countries’ moves away from the dollar. He emphasizes the importance of adaptability in investment practices, highlighting the differences between gold and silver as secure options in a volatile landscape.