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Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game. Russell details his experiences trying t…
 
Ben and Grant examine the recent reddit/WallStreetBets assault on Wall Street and pick apart the narrative surrounding a story that’s kept the financial world (and far beyond) in its thrall for weeks on end. Is this the revolution it’s purported to be? Is Main Street finally ‘sticking it to the suits’, or is there a different truth behind thousands…
 
In this special preview, Grant and Bill welcome Jim Stack of InvesTech Research to The End Game for a fascinating conversation about how Jim sees The End Game playing out.From the outcome desired this time around by the Federal reserve to the results the last time they blew an epic, speculative bubble in the late-1990s, Jim explains where his techn…
 
In this special preview, Grant welcomes his friend and mentor, Anthony Deden of Edelweiss Holdings for an incredibly thought-provoking conversation about Tony's investment framework, the difference between an investment business and an investment practice, the perils of trying to convert GLD into physical metal and much, much more. To hear the full…
 
Grant invites two accomplished shortsellers, Marc Cohodes and Bill Fleckenstein to discuss the wild gyrations in equity markets in recent days as a coordinated move by retail investors to attack 'shortsellers' and inflict pain upon Wall Street proves to be, in some ways at least, a roaring success. There are, however, nuances to this story which ar…
 
Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life …
 
Grant welcomes Mike Green of Logica Funds and Nic Carter of Castle Island Ventures & CoinMetrics for a civilized debate about Bitcoin (with a little Tether chat thrown in for good measure).With so much polarization around this topic, it seemed like a good opportunity to try and flesh out the case both for and against bitcoin with two men who've bec…
 
Bill and Grant welcome Paul Singer, Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management L.P. Among the topics covered in this extremely rare and endlessly fascinating conversation are Paul's thoughts on the importance of understanding markets are little more than mass experiments in psych…
 
James Aitken makes a very welcome return to The End Game to take a look back at 2020 and a look forward to 2021. Where did he get things wrong and why? What went according to his forecasts, and, most importantly, what has this turbulent year taught him that will help him in the future?From the dangers of 'Big Dicking it' to Robert Shiller's nasty c…
 
Stephanie and Grant Welcome Peter Atwater, the brains behind Financial Insyghts to the Super Terrific Happy Hour for a discussion about mood and markets. The three discuss how the stock market's blistering rise has been fueled by sentiment, the places Peter sees potential trouble brewing and the dangers of complacency amidst today's euphoria. In ad…
 
Bill and Grant are joined by their mutual friend, Fred Hickey, author of The High Tech Strategist for over 30 years. Despite a couple of technical glitches, what follows is an extraordinary deep dive into Fred's process for producing his incredible monthly letter, an examination of gold's role in a portfolio and some detailed explanations as to why…
 
After a series of brain-churning conversations, take a breather this week and join us for a fun-filled journey around the investment world with the one and only Jim Rogers. Hear Jim's candid views on Japan, China, North Korea, the UK and the opportunities available in Venezuela, as well as cryptocurrencies, the impossibility of being short anything…
 
Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets. From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture of the twin realms of fantasy and reality and how they intertwine to…
 
With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding. Orwell's 1984, the words you need to recognise as both sides try to mobilise opinion and the importance of creating an 'Other' all come under the microscope as does, troublingly, Ben's choice f…
 
Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway. The three discuss John's storied career, what the gold market looked like twenty years ago, how John's experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expe…
 
Bill and Grant welcome the incomparable Felix Zulauf to The End Game. What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future. The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation …
 
Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective offered by Western media outlets and the difference between China Bears and Chin…
 
Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world. Don't forget to visit www.grant-williams.com to find out more about how…
 
Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems…
 
WARNING: AN OPEN MIND IS REQUIRED TO LISTEN TO THIS PODCAST!!In the first of yet another random series of conversations, Grant welcomes TC to the podcast to discuss the recent edition of TC's Chartcast featuring Tesla whistleblower, Karl Hansen.TC explains how that episode came about, his thoughts on Karl's story and the broader implications of con…
 
Ben and Grant reconvene to discuss the broader changes evidenced by two very different presidential interviews, and the extraordinary ongoing escalation in the level of pure grift swamping the world - a situation which becomes seemingly more egregious with each passing day. Chris Cornell's level of happiness, the thoughts of Yogi Berra and Blaise P…
 
Bill and Grant welcome a man who is the absolute epitome of the phrase 'a scholar and a gentleman', Lacy Hunt, to The End Game. The three discuss arguably one of the greatest trades of the century: Lacy and his partner, Van Hoisington's 40-year bet on deflation. Lacy talks about staying the course, the methodology they used to simplify their framew…
 
Bill and Grant welcome Russell Napier to The End Game to discuss the reasons behind the long-term disinflationist's recent decision to step off that train and prepare for the return of inflation. Using examples from the 1690s, 1930s and 1970s, Russell makes the case for inflation in the United States hitting 4% before the end of the year and explai…
 
Bill and Grant welcome the legendary Jim Grant, founder and editor of Grant's Interest Rate Observer, and author of a number of stupendous chronicles of both financial history and those who helped shape it. The three discuss the importance of historical parallels to today's somewhat bemusing coin shortage before digging deeper into the past to exam…
 
Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors - one of the great value investors of his generation. The three discuss the art of value investing, the challenges it faces in today's market environment and why it's a bad idea to write any obituaries for the…
 
Bill and Grant welcome a towering intellect in the shape of Mike Green of Logica Advisors, to discuss the role passive investing may have to play in The End Game. What follows is a good old-fashioned schooling, as Mike outlines the genesis of his work on passive's effect on the markets, the extraordinary influence it has on the world today and the …
 
Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today's markets and an idea that will really blow your h…
 
Bill and Grant are joined by long-time source and master of the financial system plumbing, The Lord Of The Dark Matter, who finally reveals his true identity after a decade of anonymity. The three discuss inflation, the bond market, the options available to central banks and how they might achieve "Cold Fusion". A fascinating conversation with a tr…
 
Ben and Grant discuss the media reaction to George Floyd's murder and the subsequent protest movement sweeping across the world. Ben explains the three phases of narrative control in a given situation and demonstrates how, even with an event as explosive as the murder of a citizen by those sworn to serve and protect, a golden opportunity for the pu…
 
Bill Fleckenstein and Grant Williams embark on a journey to try and piece together what The End Game for financial markets might look like. Will central banks have the printing press taken away from them by the bond market or will we achieve what Bill terms 'Cold Fusion'? Joining the podcast this week is a special guest who dreamed up this whole co…
 
Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he'd handle today's unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser... A conversatio…
 
Neil Howe rounds out Part II of The 2020 Hmmminar Series with a fascinating look at how Covid-19 has accelerated the Fourth Turning, offering a sobering assessment of our immediate future. Neil and Bill Strauss predicted that 2020 would be an 'accelerator year' and he warns that the next decade will be where 'most of the action happens'.…
 
Diego Parrilla joins the Hmmminar Series to talk about his framework for investing in Anti-Bubbles. Diego explains the strange goings on in oil markets recently, the dangers posed by volatility and outlines gold's importance in a portfolioโดย Grant Williams
 
David Rosenberg sifts through the economic data during the recent pandemic to issue a warning that economic reality awaits asset markets in the near future. Rosie also offers the lessons learned from his first day on Wall Street and muses on the likely inflationary future awaiting usโดย Grant Williams
 
Peter Zeihan takes us on a whirlwind tour of key nations around the world, identifying their strengths and weaknesses in an age of change as the United States slowly dismantles the post-WWII global orderโดย Grant Williams
 
Jesse Felder joins Grant to discuss the conflicting signals being sent by economic data and asset markets and how they might resolve themselves, the effect of an explosion in retail trading on equity prices plus his short-term nervousness about goldโดย Grant Williams
 
In the first of a series of podcasts designed to help listeners explore and understand the way narrative is used to guide nudge public opinion and steer investor psychology, Ben and Grant discuss 'Green Shoots', 'Whatever It Takes' and the now-ubiquitous 'V-Shaped Recovery'.โดย Grant Williams
 
Grant & Stephanie reconvene to discuss 'flations of all shapes and sizes, pondering whether inflation, deflation or stagflation (or a combination of the three) will be the likely battle for which investors need to prepare...โดย Grant Williams
 
Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more.In the first Super Terrific Happy Hour, the two discuss the strong disconnect between data and markets, the strong connection between unemployment and default rates, Europe, China and the post-Covid world w…
 
Peter Atwater rounds out The 2020 Hmmminar Series with a fascinating look at the importance of mood and confidence as the foundations of, not only asset markets, but the entire social construct and outlines how understanding this can help investors make better decisions.โดย Grant Williams
 
Jawad Mian, author of Stray Reflections joins The 2020 Hmmminar Series to talk about philosophy's place in building a market framework, the end of the Silicon Valley bubble, Middle Eastern politics, and a Karmic Reset...โดย Grant Williams
 
Dr. Simon Ogus joins us from Hong Kong to discuss the ongoing evolution of China's place in Asia and beyond, how multinationals are preparing for a very different future post-Covid-19, and how Japan may provide many of the political and monetary keys to the region.โดย Grant Williams
 
Steve Diggle joins the Hmmminar series to talk about the volatility environment now vs 2008 and where he sees value for both traders and investors. Steve discusses inflation hedges, the likelihood of a Fourth Turning, and explains why gold is a 'no-brainer'.โดย Grant Williams
 
Steph Pomboy of MacroMavens offers her thoughts on the Fed's move into junk, the alarming outlook for unemployment and the deficit, the problems posed by the 'New Corporate Normal' and Trump's propensity to default on the US debt...โดย Grant Williams
 
Ned Naylor-Leyland, Simon Mikhailovich, David Fergusson, Egon von Greyerz and Ronni Stoferle discuss the economic environment, what policy action means for gold, the possibility of inflation and the landscape for investing in precious metal mining stocks...โดย Grant Williams
 
John Hussman, Ph.D discusses his valuation framework, the problematic 12-year expected equity returns, the most likely inflation outcome and shows why we're a long way from a slam-dunk buying opportunity.โดย Grant Williams
 
Luke Gromen & Brent Johnson offer their contrasting thoughts on the likely path of the dollar, the upheaval it will cause no matter which of them proves to be correct, and what it means for gold.โดย Grant Williams
 
A reflective, engaging and brutally honest Hugh Hendry returns to talk about his personal journey, his thoughts on an environment perfect for his former strategies, and how to manage the kind of stress enveloping investors in today's marketsโดย Grant Williams
 
Pippa Malmgren kicks off the 2020 Hmmminar Series with a fascinating conversation about a possible once-in-a-lifetime solution to the global debt burden, the political landscape in the US and the likely return of inflation.โดย Grant Williams
 
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