The Grant Williams Podcast

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.

This terrific discussion with Kathleen Thelen examines the historical origins and rise of large retail chains and e-commerce platforms in the United States, tracing the parallels between the business models of early mail-order retailers like Sears Roebuck and modern companies like Amazon. Kathleen explainss how antitrust laws and the fragmented regulatory environment in the US enabled the growth of these large, low-cost retailers by making it difficult for alternative models like consumer cooperatives to gain a foothold. We focus on the reliance on low-wage labor and how the prioritizing of low prices over other considerations has become deeply embedded in the American consumer economy and, as the retail landscape has shifted with the rise of Amazon and other online shopping, she suggests that this business model remains difficult to dislodge due to the coalition of interests – manufacturers, third-party sellers, and consumers themselves – that have come to depend on these large retail platforms. The importance of the centrality of the American consumer to the US economy has significant implications for the future as factors like inflation, tighter credit, and labor organizing threaten to challenge the dominance of the current retail giants. 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.

Joining Fleck and me for the latest episode of The End Game is our mutual friend, Fred Hickey, the renowned High Tech Strategist. As always, Fted offers a compelling analysis of the gold and gold mining markets and, with gold tripling in price since its 2015 bottom and, while recent surges have been driven by geopolitical turmoil, money printing, and central bank buying, Fred cautions that the gold market may be overbought in the short-term and could face a correction. When it comes to gold mining stocks, Fred is highly selective, favoring well-run companies in safe jurisdictions with high-grade deposits and conservative management and he runs us through his favourites in the sector before the conversation shifts to Fred’s skepticism about the recent hype surrounding AI and generative AI. He views the space as an unsustainable bubble, driven by excessive spending and deteriorating economics at major tech companies and makes several bold prediction around how the AI bubble could lead to a broader market downturn. 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.

Joining me for the latest episode of The Grant Williams Podcast is my old mate Tommy Thornton of Hedge Fund Telemetry and, in a market increasingly driven by speculation and the allure of quick riches, we discuss whether investors are playing a dangerous game as a “gambler’s mentality” grips Wall Street – making excessive risk and leverage the norm. Tommy also challenges the prevailing narrative of ever-rising stock prices and questions the disconnect between market valuations and the underlying fundamentals of many companies. From Nvidia’s AI-fueled ascent to the precarious perch of Tesla’s insane valuation, Tommy delves into the potential for market volatility to return with a vengeance, and the complex challenges facing the Federal Reserve and the economic policies of the incoming Trump administration. 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. Ben Hunt, a keen analyst of American societal trends, engages in a deep exploration of the nation's moral landscape. He discusses the alarming shift toward prioritizing power over principles like justice and liberty, warning of a potential descent into totalitarianism. The conversation emphasizes the importance of strong communities and spiritual solace in combating societal division. Hunt advocates for integrity, urging listeners to foster deeper connections and navigate through the noise of polarization in today's world.

Ronan Manly, a gold market analyst and writer for Bullion Brief, joins the discussion to unravel the intricate gold market. They delve into the historical evolution of gold trading and the rising central bank demand that's straining delivery systems. As geopolitical tensions rise, the duo contemplates gold's potential to replace the US dollar in international trade. They also explore the implications of shifts in the paper gold market and the mysteries surrounding gold valuation and accountability in the U.S.