The Grant Williams Podcast

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets. Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt. He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates. 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.

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research. We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector. Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s. 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.

Join the discussion on Russia-Ukraine conflict, peak cheap oil fallacy, and drone warfare. Explore the controversy of human ingenuity in hydrocarbon extraction. Dive into upcoming climate denialism piece and hate speech labeling. Access all episodes on www.Grant-Williams.com for subscribers.

The podcast discusses the acceleration of the US fiscal crisis and debt spiral, the Fed's policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets. They explore the importance of gold in China's de-dollarization process and discuss the potential rise in gold prices. The podcast also delves into the US fiscal crisis due to high debt and deficits, and the potential consequences of rising interest rates. They explore options to address the deficit and debt issue and express gratitude for the guest's unique perspective.

Julian Brigden, co-founder of independent research firm MI2 Partners, discusses the Goldilocks narrative, risks in the market, Tesla stock performance, the Chinese stock market, and the outlook for gold. He expresses skepticism about achieving a soft landing in the US economy and shares concerns about Tesla and the Chinese market. Julian also offers thoughts on gold being in a structural bull market.

The Two Mikes dissect the financial and political spectrum, discussing topics such as passive investing, the behavior of stocks like Tesla and Apple, the influence of politics on the market, and the role of the Federal Reserve.

Geopolitical strategist and author, Peter Zeihan, discusses the war in Ukraine, China's vulnerabilities, potential global energy crisis, and nuclear proliferation. He also introduces his upcoming book 'The End of the World is Just the Beginning'.

This episode features Michael Oliver, the brains behind Momentum Structural Analysis (MSA). They discuss the state of the markets and 2024 expectations, unique approach to technical analysis, potential impact of US elections, division in the country, rally in gold and commodity-related stocks. Michael emphasizes the need for caution due to potential market volatility.

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy. Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization. Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market. 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.

The Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the 'creation' of hydrogen and the ongoing attempts to wean the world off a diet of meat. As always, Doomberg brings a little much-needed sanity to the debates around all three issues, using outdated concepts such as science and common sense to debunk much of what mainstream media is force-feeding its consumers. As the world around us gets a little more unhinged with each passing day, we're fortunate to be able to call upon a cartoon fowl to provide a little perspective. 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.