The Grant Williams Podcast

Charles Calomiris, an economist and emeritus professor with a rich background in academia and finance, joins to discuss America's fiscal future. He warns of the looming threat of fiscal dominance, where unsustainable debt forces inflationary policies. The conversation dives into the moral and societal roots of the financial crisis, emphasizing the decline of civic responsibility. Calomiris also reflects on the potential for transformative leadership in crises, advocating for a renewed sense of purpose and integrity in confronting economic challenges.

In the latest episode of The Grant Williams Podcast, I’m joined by Victor Haghani, founder and CIO of Elm Wealth, for a conversation that spans revolution, crisis, and hard-earned wisdom. From seeing his family lose nearly everything during the Iranian revolution, to his high-stakes years at Salomon Brothers and as a founding partner of the infamous Long-Term Capital Management, Victor’s journey is nothing short of extraordinary. After stepping back from markets for over a decade following LTCM’s collapse, he returned with a mission: to help investors avoid the pitfalls he’d seen firsthand. We discuss the crucial—and often overlooked—importance of position sizing, the seductive danger of private equity pitches, and why too many wealthy investors are flying blind. Victor shares the principles behind his “eyes open” investing philosophy and explains why sticking to low-cost, diversified, logic-based strategies may be the most underrated path to long-term success. This is a conversation packed with insight, humility, and lessons that only experience can teach. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Dr. Pippa Malmgren, an economist and former advisor, delves into the collapse of shared narratives in American society and the accompanying political polarization. She highlights the urgent need for empathy and dialogue, calling for a ‘Copernican shift’ in our understanding. Pippa also explores the implications of recent UAP disclosures, discussing institutional opacity and societal trust in governance. The conversation underscores the necessity of navigating information overload with compassion and critical inquiry, while encouraging open-mindedness in discussions.”} 🪐 ️🗣️ ✨ 🛸 📉 🎙️ 📚 ️🤔 🌏 ⏳ 📈 🎤 💬 ✍️ 📖 🌐 🚀 🎇 👥 🍃 🕊️ 🌊 🌌 ✨ 🌏 🌟 🌈 🔍 🌠 ️✨ 🌅 🌈 🌌 🌈 🎶 🎵 🌍 🪐 🧠 📘 🤝 🌈 🦚 📚 🌳 🌤️

Warren Pies, a research analyst at 3Fourteen Research, dives deep into the complexities of today’s market, defined by policy shocks and volatility. He emphasizes the importance of data-driven analysis, particularly around the impact of political decisions like Trump-era tariffs. Warren discusses the fragile relationship between bonds and equities and the evolving role of the U.S. dollar in a turbulent landscape. He offers insights on navigating investment opportunities while addressing risks, portraying the U.S. as the ‘cleanest dirty shirt’ amid global uncertainty.

Russell Napier, a distinguished financial historian and investment strategist, joins the discussion to unravel significant structural imbalances affecting the global economy. He shares insights on the implications of financial repression and national capitalism. Napier emphasizes the shifting power dynamics influenced by China and the pressing need for new investment strategies. Highlighting challenges like wealth inequality and geopolitical shifts, he advocates for proactive adaptation and flexibility in wealth preservation amidst market volatility and changing global alliances.

Neil Howe, co-author of The Fourth Turning, dives into generational theory and its impact on today’s chaotic landscape. He discusses the concept of the 'fourth turning' and how it shapes societal norms, including rising partisanship and cultural shifts in religion and gender. Howe contrasts leadership styles of FDR and Trump, explores America’s path to self-sufficiency, and examines the resurgence of spirituality among youth. With a focus on historical cycles, he offers insights into navigating the complexities of our current global tensions.

Tian Yang, a data-driven analyst from Variant Perception, joins the conversation to unpack the complex forces reshaping the global economy. He discusses the unintended impacts of Trump’s tariffs and highlights China's surprising resilience amid geopolitical tensions. The dialogue dives into the divide in policymaking philosophies between major economies, revealing fresh investment opportunities. Tian also addresses Europe's financial constraints and the potential risks of US financial repression while hinting at the start of a CapEx-driven supercycle.

Lynne Bryan Phipps, an ordained minister, architect, and psychologist, founded Beachwood Centre to provide Integrative Equine Therapy for trauma and stress-related issues. In this captivating discussion, they explore how horses facilitate emotional healing and foster connections. Lynne shares how personal experiences shaped her journey from architecture to therapy, emphasizing the transformational power of equine interactions. The conversation highlights the importance of community support for mental health initiatives, encouraging listeners to contribute to this vital cause.

Join two insightful hosts as they explore the significant global shifts we're experiencing. Dive into topics like the breakdown of existing political frameworks and the rise of new economic paradigms. Unpack the emotional layers of financial nihilism and the importance of historical insights in understanding today's crises. They discuss the challenges of preparing future generations for a rapidly changing world and emphasize the power of collaborative dialogue. Expect a captivating journey filled with engaging conversations and thought-provoking perspectives.

In this engaging conversation, geopolitical strategist Marco Papic, an expert at BCA Research and author of 'Geopolitical Alpha', breaks down the intricate links between geopolitics and the global economy. He discusses the impact of the Trump administration's tariffs and how they reshape international relations. Marko also highlights Europe’s unique position for growth and explores the challenges China faces, particularly regarding Taiwan. His insights offer a compelling framework for understanding the complexities of today’s shifting geopolitical landscape.