PODCAST · business
The Grant Williams Podcast
by Grant Williams
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.
Episodes
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The Grant Williams Podcast Ep. 133 - Ian Cassel
Ian Cassel, founder of MicroCapClub and author of Stock Picker, joins me for a fascinating conversation about investing, conviction and the advantages that can still exist for individuals willing to venture into the neglected corners of public markets. Ian’s journey began with a $20,000 family…
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The End Game Ep 61 - Mike Green PREVIEW
On this episode of The End Game, Bill Fleckenstein and I welcome Mike Green for a fascinating conversation about a force that has quietly become one of the most important drivers of modern financial markets: passive investing. Mike argues that ETFs, mutual funds, target-date funds and systematic...
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The Grant Williams Podcast Ep. 132 - Jared Dillian
In this episode of The Grant Williams Podcast, I welcome back Jared Dillian for a fascinating conversation about his terrific new book, The Awesome Portfolio, and a deceptively simple question: what should an investment portfolio actually be designed to achieve? Jared argues that too many…
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The Grant Williams Podcast Ep. 131 - Andrew McDermott
In this episode of The Grant Williams Podcast, I welcome back Andrew McDermott of Mission Value Partners for a fascinating reassessment of one of the world’s most misunderstood economies. While many investors remain focused on Japan’s currency, bond market, and decades of sluggish growth, Andrew...
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The Grant Williams Podcast Ep. 130 - Gerard Minack
In this episode of The Grant Williams Podcast, I welcome back Gerard Minack back for a fascinating discussion about one of the most consequential questions facing investors today: whether AI represents a durable investment opportunity or an extraordinary technology surrounded by an increasingly...
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The Grant Williams Podcast Ep. 129 - Marvin Barth
In this episode of The Grant Williams Podcast, I welcome Marvin Barth of Thematic Markets back for a characteristically wide-ranging conversation about central banking, fiscal sustainability, and the intellectual frameworks underpinning modern monetary policy. Beginning with our shared admiration...
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The Grant Williams Podcast Ep. 128 - Brent Johnson
In this episode of The Grant Williams Podcast, I welcome back Brent Johnson of Santiago Capital for a thoughtful and wide-ranging discussion built around Brent’s latest piece, The Band, and the evolution of his long-standing dollar thesis. What begins as an exploration of a simple framework for...
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The Grant Williams Podcast Ep. 127 - Rick Rule FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome my dear friend Rick Rule into the studio for a wide-ranging discussion about commodities, capital allocation, and the kind of opportunities that emerge when patience meets deep industry knowledge. Drawing on decades of experience in the...
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The Grant Williams Podcast Ep. 126 - Dominic Frisby FULL EPISODE
In this episode of The Grant Williams Podcast, I’m joined by author Dominic Frisby for a conversation that is equal parts monetary history, philosophy, and comedy. Best known to many as a comedian, writer, and commentator, Dominic brings a rare ability to explain complex financial ideas with...
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The Grant Williams Podcast Ep. 125 - Brendan Ballou
In this episode of The Grant Williams Podcast, Brendan Ballou returns for a fascinating and deeply important conversation about the rise of forced arbitration and the quiet transformation of the American legal system. Brendan explains how what began as a narrow mechanism for resolving commercial...
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The Grant Williams Podcast Ep. 124 - Dave Dredge
In this episode of The Grant Williams Podcast, I welcome my good mate Dave Dredge of Convex Strategies for a fascinating conversation about fragility, portfolio construction, and why so many traditional investment frameworks are no longer fit for purpose. Using everything from London Tube strikes...
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The Grant Williams Podcast Ep. 123 - Jawad Mian FULL EPISODE
In this episode of The Grant Williams Podcast, I reconnect with Jawad Mian for a deeply thoughtful conversation that moves seamlessly between markets, personal evolution, and the challenge of building an intellectually honest life in an increasingly noisy world. Jawad reflects on his decision to...
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The Grant Williams Podcast Ep. 122 - Simon Hunt
In this episode of The Grant Williams Podcast, I welcome my old friend, and veteran copper analyst Simon Hunt for a sweeping conversation that connects the war in Iran to supply chains, commodities, monetary power, and the future of the global order. Speaking from his home in Dubai, Simon…
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The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
In this episode of The Grant Williams Podcast, I welcome David Leiter for a lively and highly practical conversation about his new book, Stop Making Stupid Investments: 7 Rules to Avoid the Hype and Build Real Wealth. David traces the unlikely path from guitar-obsessed kid and struggling salesman...
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The Grant Williams Podcast Ep. 120 - Danielle DiMartino Booth
In the latest episode of The Grant Williams Podcast, I welcome Danielle DiMartino Booth back for a wide-ranging conversation about a macro backdrop that feels increasingly detached from the official story. Danielle explains why consumer sentiment—particularly rising expectations of…
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The Grant Williams Podcast Ep. 119 - Marvin Barth
In this episode of The Grant Williams Podcast, I’m joined once again by Marvin Barth to unpack a rapidly shifting geopolitical and monetary landscape through the lens of the superb recent piece he published titled “Alea Iacta Est”—the die is cast. Marvin argues that once the United States and...
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The Grant Williams Podcast Ep. 118 - David Murrin
In this episode of The Grant Williams Podcast, Grant is joined by David Murrin for a sweeping and provocative discussion about the structural forces shaping today’s geopolitical landscape. David argues that current conflicts—from Ukraine to the Middle East—are not isolated crises, but...
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The Grant Williams Podcast Ep. 117 - Tian Yang
In this episode of The Grant Williams Podcast, I’m joined by Variant Perception’s Tian Yang for a sweeping discussion of what he calls a “late-cycle macro, early-stage regime shift.” Tian argues that the global economy is pivoting away from efficiency and toward sovereignty, as great powers...
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The Grant Williams Podcast Ep. 116 - Simon Mikhailovich
With the recent volatility in precious metals raising an inordinate amount of questions (and generating an even greater amount of hot takes and opinions from let’s just say ‘commentators who are relatively inexperienced in the idiosyncrasies of gold and silver markets’), it felt appropriate to…
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The Grant Williams Podcast Ep. 115 - Michael Every FULL EPISODE
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...
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The Hundred Year Pivot Ep. 12 – Kamran Bokhari
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…
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The Hundred Year Pivot Ep. 11 – Brian Winter
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…
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The Grant Williams Podcast Ep. 114 - Dr. John Bosetti, MD. FULL EPISODE
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…
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Super Terrific Happy Hour Ep. 26: The Downloadable Ringtone
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...
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The Grant Williams Podcast Ep. 113 - Diana Choyleva
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,”...
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The End Game Ep. 58 - Gerard Minack PREVIEW
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...
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The Hundred Year Pivot Ep. 10 – Peter Atwater
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,...
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The Grant Williams Podcast Ep. 111 - Ned Naylor-Leyland
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…
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The Hundred Year Pivot Ep. 9 – Roger Mitchell
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…
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The Grant Williams Podcast Ep. 110 - Robert Glazer FULL EPISODE
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...
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The Grant Williams Podcast Ep. 109 - Julien Garran
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...
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The Grant Williams Podcast Ep. 108 - Larry McDonald
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...
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The Grant Williams Podcast Ep. 107 - David Fergusson FULL EPISODE
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...
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The Grant Williams Podcast Ep. 106 - Michael Oliver
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...
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The Hundred Year Pivot Ep. 8 – Jonathan Kirshner
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...
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The Hundred Year Pivot Ep. 7 – Edward Chancellor
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…
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The Hundred Year Pivot Ep. 6 – Lawrence Fossi
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...
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Super Terrific Happy Hour Ep. 25 - It’s Been HOW Long?
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...
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The End Game Ep. 57 - Harley Bassman PREVIEW
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…
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The Grant Williams Podcast Ep. 104 - Dmitri Alperovitch
In this episode of The Grant Williams Podcast, I talk with with cybersecurity expert and author Dmitri Alperovitch to discuss his book, ‘World on the Brink,’ and the escalating risk of conflict between China and Taiwan. Dmitri, who forecast Russia’s invasion of Ukraine, draws striking parallels...
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The Hundred Year Pivot Ep. 5 - Charles Calomiris
In the fifth episode of The Hundred Year Pivot, Demetri Kofinas and I sit down with economist Charles Calomiris for a probing exploration of America’s fiscal future and the deeper societal forces shaping it. The conversation delves into the concept of fiscal dominance—the point at which mounting...
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The Grant Williams Podcast Ep. 103 - Victor Haghani
In the latest episode of The Grant Williams Podcast, I’m joined by Victor Haghani, founder and CIO of Elm Wealth, for a conversation that spans revolution, crisis, and hard-earned wisdom. From seeing his family lose nearly everything during the Iranian revolution, to his high-stakes years at...
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The Hundred Year Pivot Ep. 4 - Dr. Pippa Malmgren
In another compelling episode of The Hundred Year Pivot, Demetri and I are joined by Dr. Pippa Malmgren to unpack the profound challenges facing American society today. Drawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid...
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The Grant Williams Podcast Ep. 102 - Warren Pies
In this episode of The Grant Williams Podcast, I’m joined by Warren Pies of 3Fourteen Research to unpack the challenges of investing in a world defined by policy shocks, geopolitical uncertainty, and persistent volatility. His data-driven approach allows Warren to cut through the noise of…
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The Hundred Year Pivot Ep. 3 - Russell Napier
In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structural imbalances reshaping the global economic and monetary...
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The Hundred Year Pivot Ep. 2 - Neil Howe
In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil Howe. What follows is a timely and thought-provoking...
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The Grant Williams Podcast Ep. 101 - Tian Yang
In this thought-provoking episode, I’m joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump’s tariff policies to China’s underappreciated resilience and strategic...
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The Grant Williams Podcast Ep. 100 - Lynne Bryan Phipps FULL EPISODE
To celebrate the 100th episode of The Grant Williams Podcast, I’m delighted to welcome my friend Lynne Bryan Phipps for a discussion unlike any of the 99 that preceded it as she and I take a personal journey into the incredible world of Integrative Equine Therapy (IET). Lynne – an ordained...
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The Hundred Year Pivot Ep. 1 - Demetri Kofinas
This is a brand new podcast series for which I’ve teamed up with my good friend Demetri Kofinas, to explore and understand the changing world around us. Welcome to The Hundred Year Pivot. This joint effort is based on a shared belief that we are living through a once-in-a-century reordering -...
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The Grant Williams Podcast Ep. 97 - Marco Papic
In the latest episode of The Grant Williams Podcast, I sit down with Marko Papic of BCA Research to explore the intricate interplay between geopolitics and the global economy. Marko, a good friend and seasoned geopolitical strategist, walks us through his invaluable framework for understanding…
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Frequently Asked Questions
How many episodes does The Grant Williams Podcast have?
The Grant Williams Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Grant Williams Podcast about?
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.
How often does The Grant Williams Podcast release new episodes?
The Grant Williams Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Grant Williams Podcast?
You can listen to The Grant Williams Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Grant Williams Podcast?
The Grant Williams Podcast is created and hosted by Grant Williams.
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