The End of Growth Investing As We Know It with Grant Williams

Interview recorded - 06/10/2022On todays episode of the WTFinance podcast I had the pleasure of speaking with Grant Williams, an experienced investor who is the author of the Newsletter Things That Make You GO Hmmmmm and Co-Founder of the Real Vision Group.On the podcast we talked about the future secular trends we may experience, why governments will continue to take the easy way out, how this will lead to destruction of unproductive value and the potential for commodity backed reserve currency from BRICS. I hope you enjoy!0:00 - Introduction1:00 - Will we be changing secular trend?2:50 - Will governments continue to take the easy way out?7:15 - Losing faith in government bond markets?10:23 - What will the future bring?12:00 - Challenge with predicting collapse of the current system14:00 - Government protecting pension funds16:00 - More conflict between east vs west? 19:10 - Commodities-backed reserve countries led by BRICS?23:20 - Will the West sanction a BRICS backed commodity/system and make those countries uninvestable?25:55 - Will manufacturing and traditional value investing benefit from this future change?29:10 - Wealth divide?32:10 - Could crypto suffer in this environment?34:10 - One message to take away from our conversation?Grant Williams, much to his dismay, has logged over 35 years in finance. During that time, he’s lived and worked in seven major financial centres from London to Sydney, building the kind of network that many others can only dream about.He began his career in the Japanese equity market in the mid-1980s, before a three-year posting to Tokyo ensured he had a ringside seat as the twin bubbles in equities and real estate burst simultaneously and spectacularly at the end of 1989. After a short stint back in London, Grant relocated once again, this time to New York, where he spent 7 years. Subsequent postings have taken him to Hong Kong, Sydney, Singapore, and the Cayman Islands.Currently, he is a senior advisor to [Matterhorn Asset Management AG](https://goldswitzerland.com/) in Switzerland, and a portfolio and strategy advisor to [Vulpes Investment Management](https://www.vulpesinvest.com/) in Singapore.Back in 2014, Grant’s ambition to bring the most intelligent, engaging, and original people in finance to a wider audience led him to co-found [Real Vision](https://www.realvision.com/), an on-demand internet-based financial media platform.Grant’s twin Real Vision interview series, *In Conversation With…* and *On The Road* raised the bar for financial content – engaging and educating viewers in equal measure and helping them learn the secrets behind a group of extraordinary investors’ success.Long before Real Vision, however, Grant was guiding people around the fringes of finance with his regular newsletter, [Things That Make You Go Hmmm…], a publication which, from humble beginnings as a daily note to a few friends and colleagues, has grown into one of the most widely-read financial publications in the world.Grant Williams - Website - [https://www.grant-williams.com/](https://www.grant-williams.com/)Twitter - [https://twitter.com/ttmygh](https://twitter.com/ttmygh)WTFinance -Instagram - [https://www.instagram.com/wtfinancee/](https://www.instagram.com/wtfinancee/)Spotify - [https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn](https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn)TikTok - [https://vm.tiktok.com/ZMeUjj9xV/](https://vm.tiktok.com/ZMeUjj9xV/)iTunes - [https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4](https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4)Linkedin - [https://www.linkedin.com/in/anthony-fatseas-761066103/](https://www.linkedin.com/in/anthony-fatseas-761066103/)Twitter - [https://twitter.com/AnthonyFatseas](https://twitter.