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PODCAST

The Grant Williams Podcast

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

business investing

All Episodes

80:59

The Grant Williams Podcast Ep. 115 - Michael Every...

The Grant Williams Podcast ·

2026/02/09

In this episode of The Grant Williams Podcast, I’m joined by Rabobank’s Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hyper-market economics hollowed out America’s industrial and military base, and that Trump’s project represents a radical attempt to reverse that trajectory by fusing national security and economic policy. Drawing on deep historical parallels with the collapse of the

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97:55

The Hundred Year Pivot Ep. 12 – Kamran Bokhari

The Grant Williams Podcast ·

2026/01/26

In this episode of The Hundred Year Pivot, Demetri and I are joined by geopolitical strategist Kamran Bokhari for a sweeping, historically grounded exploration of how Iran arrived at its present moment of instability—and where it may be heading next. Kamran traces Iran’s modern political evolution from Qajar Persia through the Pahlavi monarchy, the 1953 Mosaddegh coup, and the 1979 Islamic Revolution, explaining how the regime’s dual-military structure—split between the regular army and the IRGC—was

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86:05

The Hundred Year Pivot Ep. 11 – Brian Winter

The Grant Williams Podcast ·

2026/01/15

Demetri and I welcome journalist and author Brian Winter to The Hundred Year Pivot to discuss the recent events in Venezuela and where they fit into the upheaval coming at us from seemingly every direction. Brian is the editor-in-chief of Americas Quarterly and a seasoned analyst of Latin American politics and his balanced perspective is a welcome antidote to the unbridled certainty about the future that seems to have erupted since Maduro’s extradition/kidnap. We discuss the finer details of

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62:34

The Grant Williams Podcast Ep. 114 - Dr. John...

The Grant Williams Podcast ·

2026/01/03

In this episode of The Grant Williams Podcast, I’m joined by Dr. John Bosetti, MD, an eye surgeon who has dedicated his career to tackling one of the most devastating—and most solvable—health crises in the developing world: preventable blindness. Dr. Bosetti recounts how a life running a successful ophthalmology practice in Napa, California gave way to a mission in Sub-Saharan Africa after witnessing first-hand the scale of untreated cataracts and the limits of short-term medical missions. What

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50:08

Super Terrific Happy Hour Ep. 26: The Downloadable...

The Grant Williams Podcast ·

2025/12/30

In this episode of Super Terrific Happy Hour, Steph and I return with our customary blend of easy-going banter coupled with a shameless plug and a sobering assessment of the global financial landscape. What begins with complaints about the cold weather and Seinfeld callbacks, as well as our upcoming live event in St. Petersburg, quickly turns into a candid examination of sovereign refinancing risks, leveraged corporate balance sheets, and a Treasury market increasingly supported not by central banks

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30:00

The Grant Williams Podcast Ep. 113 - Diana Choyleva

The Grant Williams Podcast ·

2025/12/08

In this episode of The Grant Williams Podcast, I welcome Diana Choyleva, Chief Economist at Enodo Economics, for a rigorous unpacking of what ‘de-dollarisation’ really means—and what it doesn’t. Moving beyond the familiar extremes of “the dollar is finished” versus “the dollar is untouchable,” Diana explains how China is methodically building an alternative financial infrastructure centred on the digital yuan and modern payment rails. The issue, she argues, is not oil being priced in dollars, but

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30:00

The End Game Ep. 58 - Gerard Minack PREVIEW

The Grant Williams Podcast ·

2025/11/13

n the latest episode of The End Game, Bill and I welcome Gerard Minack for a masterclass in macro perspective and market realism. Gerard, founder of Minack Advisors, dissects the current investment landscape—where AI euphoria collides with fiscal fragility and complacent bond markets. Drawing on historical parallels to the late 1990s tech bubble, he explains why today’s optimism may mask structural risks: stretched valuations, rising deficits, and a world growing comfortable with unsustainable debt

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83:57

The Hundred Year Pivot Ep. 10 – Peter Atwater

The Grant Williams Podcast ·

2025/11/09

In this latest episode of The Hundred Year Pivot, Demetri Kofinas and I are joined by Peter Atwater, adjunct professor at William & Mary and author of The Confidence Map: From Chaos to Clarity. Together we explore Peter’s groundbreaking framework for understanding how confidence shapes behaviour, societies, and markets through four emotional quadrants: the comfort zone, the stress centre, the launch pad, and the passenger seat. What begins as a psychological model quickly expands into a sweeping

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30:00

The Grant Williams Podcast Ep. 111 - Ned Naylor-Leyland

The Grant Williams Podcast ·

2025/11/05

In this episode of The Grant Williams Podcast, I welcome my old mate Ned Naylor-Leyland, long-time precious-metals fund manager, for a detailed discussion on the shifting dynamics of gold, silver, and the mining sector. Ned argues that gold has decisively emerged from a 44-year bear market against Treasuries to reclaim its role as the world’s true risk-free asset, signalling the start of a genuine, structural bull market. He outlines why silver—still lagging behind gold—may soon explode higher,

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105:38

The Hundred Year Pivot Ep. 9 – Roger Mitchell

The Grant Williams Podcast ·

2025/10/26

In the ninth episode of The Hundred Year Pivot, Grant and Demetri welcome Roger Mitchell for a deeply reflective conversation on faith, values, and the unraveling of the modern social contract. Against the backdrop of growing disillusionment in Western society, Roger shares his personal journey and explores how the erosion of traditional anchors—family, faith, and community—has left many searching for meaning in a world defined by materialism and inequality. Together, we examine the rise of

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50:21

The Grant Williams Podcast Ep. 110 - Robert Glazer...

The Grant Williams Podcast ·

2025/10/23

In this episode of The Grant Williams Podcast, I welcome author and entrepreneur Robert Glazer to discuss his new book, The Compass Within—a powerful exploration of how uncovering and living by one’s personal core values can transform leadership, relationships, and decision-making. Robert shares how identifying his own guiding principles reshaped his approach to life and business, and how that experience evolved into a story-driven framework designed to help others find clarity and alignment

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30:00

The Grant Williams Podcast Ep. 109 - Julien Garran

The Grant Williams Podcast ·

2025/10/20

In a blockbuster episode of The Grant Williams Podcast, I welcome Julien Garran of MacroStrategy for a penetrating discussion on what Julien believes is the most dangerous bubble in modern financial history—the AI mania. Drawing parallels to the dot-com and housing booms but arguing this one far exceeds both, Julien dissects how years of ultra-loose fiscal and monetary policy have produced staggering capital misallocation, distorted incentives, and a fragile financial order. He explores the

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30:00

The Grant Williams Podcast Ep. 108 - Larry McDonald

The Grant Williams Podcast ·

2025/10/15

In this long-overdue episode of The Grant Williams Podcast, I’m joined by Larry McDonald, founder of The Bear Traps Report and author of How to Listen When Markets Speak, to explore how extraordinary fiscal and monetary responses have reshaped the investing landscape. Larry argues that the disinflationary era is over, replaced by an inflationary, multipolar world that calls for a fresh approach to portfolios—one that favours hard assets like copper, coal, and natural gas over stretched technology

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48:35

The Grant Williams Podcast Ep. 107 - David Fergusson...

The Grant Williams Podcast ·

2025/09/14

In this episode of The Grant Williams Podcast, I’m joined by David Fergusson, CEO of Atlas Consolidated in Singapore, for a fascinating look at the disruptive rise of digital banking. From his early days building Hugosave in Singapore to launching Atlas’s HugoHub platform for banks, fintechs, and insurers worldwide, David explains how technology, open banking, and shifting regulations are reshaping the industry. Our discussion highlights how digital platforms slash costs, expand access in

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30:00

The Grant Williams Podcast Ep. 106 - Michael Oliver

The Grant Williams Podcast ·

2025/09/10

In thie latest episode of The Grant Williams Podcast, I’m joined by Michael Oliver, founder of Momentum Structural Analysis, for a deep dive into the powerful undercurrents driving today’s markets. Michael explains why the US equity rally rests on shaky ground, with broken momentum structures in the S&P 500, Nasdaq-100, and leading tech names hinting at sharp declines ahead. He also outlines how weakening bonds, a faltering dollar, and the setup for explosive moves in commodities and precious

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105:44

The Hundred Year Pivot Ep. 8 – Jonathan Kirshner

The Grant Williams Podcast ·

2025/08/21

In this episode of The Hundred Year Pivot, Demetri and I sit down with Jonathan Kirshner, a leading classical realist and scholar of international relations, for a wide-ranging discussion on realism, uncertainty, and America’s shifting role in global affairs. Jonathan outlines realism as a descriptive framework for understanding a world defined by anarchy—where no supreme authority exists—and the resulting unpredictability of state behaviour. We explore how changing geopolitical conditions are

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01:23:35

The Hundred Year Pivot Ep. 7 – Edward Chancellor

The Grant Williams Podcast ·

2025/08/07

In the seventh episode of The Hundred Year Pivot, Demetri Kofinas and I are joined by renowned financial historian Edward Chancellor for a sweeping conversation on the century-long evolution of money and interest rates. Our discussion traces the abandonment of gold-backed currency, the rise of fiat money, and the resulting waves of speculation, monetary intervention, and economic distortion. Eddie examines how decades of artificially low rates fueled bubbles and imbalances that are now unwinding,

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01:41:45

The Hundred Year Pivot Ep. 6 – Lawrence Fossi

The Grant Williams Podcast ·

2025/06/24

In the latest episode of The Hundred Year Pivot, Demetri and I sit down with Lawrence Fossi—better known to many as Montana Skeptic—for a fearless exploration of America’s fraying social fabric. From the shifting character of New York City to the cults of personality surrounding Elon Musk and Donald Trump, we dissect the cultural, political, and institutional forces eroding public trust and cohesion.With Lawrence’s trademark candour, the conversation delves into the dangers of celebrity-driven

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30:00

Super Terrific Happy Hour Ep. 25 - It’s Been HOW Long?

The Grant Williams Podcast ·

2025/06/09

After a ridiculously long hiatus, The Super Terrific Happy Hour returns as Steph and I dive back into the rapidly changing world of global finance, exploring how Japan’s decades-long experiment with low interest rates and high debt is no longer unique, as the United States and other developed economies find themselves on a similar path.We unpack Japan’s recent inflation surge, the Bank of Japan’s extraordinary bond holdings, and the risks of major capital flows if Japanese investors start bringing

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30:00

The End Game Ep. 57 - Harley Bassman PREVIEW

The Grant Williams Podcast ·

2025/06/07

In the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that while US bond yields have risen sharply in recent years, they are now approaching fair value when measured against historical spreads and nominal GDP. The real challenge, he argues, lies in the rapid adjustment after decades of suppressed rates, and in how markets

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160 results

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