The Grant Williams Podcast

Mar 19 2025 100 ep. 24 mins 3.3k
The Grant Williams Podcast artwork

Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet. https://www.grant-williams.com

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The End Game Ep. 55 - Fred Hickey PREVIEW

Mar 19 2025 30 mins  
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 cauti

The Grant Williams Podcast Ep. 95 - Thomas Thornton

Mar 09 2025 12 mins  
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 th

The Narrative Game Ep. 10: Into The Moral Vacuum We Go… - FULL EPISODE

Mar 05 2025 48 mins  
In a thought-provoking return for The Narrative Game, Dr. Ben Hunt and I engage in a candid conversation about the soul of America, exploring the unsettling trends eroding the nation’s moral compass. We dissect the alarming shift toward prioritizing power, efficiency, and leverage over traditional values like justice, liberty, and the common good and together we paint a picture o

The Grant Williams Podcast Ep. 94 - Ronan Manly FULL EPISODE

Mar 02 2025 55 mins  
In the latest episode of The Grant Williams Podcast, Ronan Manly joins me for a deep dive into the fascinating world of the gold market. We explore its rich history and intricate structure, from the pivotal roles of the London Bullion Market Association (LBMA) and the COMEX futures exchange in shaping global trade, to the concept of ‘unallocated gold’ and the fractional reserve

The Grant Williams Podcast Ep. 93 - Steve Diggle

Feb 20 2025 12 mins  
In the latest episode of The Grant Williams Podcast, Steve Diggle of Vulpes Investment Management discusses his return to the volatility trading space after a 14-year hiatus. Steve cites several key factors that have led him to believe the risk-reward dynamic for downside hedging is now more favorable, including elevated market valuations, reduced central bank intervention capabili

The Grant Williams Podcast Ep. 92 - Adam Rozencwajg

Feb 17 2025 12 mins  
In a fascinating discussion, I sit down with Adam Rozencwajg of Goehring and Rozencwajg to delve into the intricate world of commodity markets and their far-reaching implications for the global economy. The conversation uncovers a hidden dynamic in the financial landscape, where the suppression of commodity markets is fueling a widespread carry trade that has investors heavily leve

The Grant Williams Podcast Ep. 91 - Andrew McDermott

Feb 14 2025 12 mins  
In this episode I’m joined by Andrew McDermott of Mission Value Partners to explore Japan’s remarkable journey from economic dominance to stagnation and its ongoing revival as a hub of opportunity. Andrew delves into how Japan has adapted to challenges such as demographic shifts and monetary policy constraints while maintaining its global relevance. He argues that Japan’s tra

The Grant Williams Podcast Ep. 90 - Demetri Kofinas FULL EPISODE

Feb 04 2025 95 mins  
In a deeply personal and startlingly frank conversation, my great friend Demetri Kofinas and I dissect the current state of the world around us looking for answers to what is, perhaps, a set of unsolvable problems that simply need to play out to their predetermined conclusion.In a necessarily freeform conversation, Demetri offers a compelling exploration of the concept of “financ

The End Game Ep. 54 - Dan Oliver PREVIEW

Feb 01 2025 12 mins  
In another captivating episode of The End Game Fleck and I are joined by returning special guest Dan Oliver for a deep dive into the current state of global financial markets as we explore the potential consequences of shifting liquidity dynamics and their impact on the financial landscape. Dan brings a wealth of knowledge to the table as he dissects the various sources of liquidit

The Grant Williams Podcast Ep. 89 - Kris Sidial

Jan 22 2025 12 mins  
In the latest episode of The Grant Williams Podcast, volatility manager and Ambrus Group co-CIO Kris Sidial, returns for a thought-provoking conversation which delves into the intricacies of financial market volatility. The discussion covers a wide range of themes, beginning with an analysis of recent shifts in volatility markets that have surprised many observers before exploring