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8 Jul, 4 tweets, 2 min read
1/ The latest premium edition of The Grant Williams Podcast with my special guest Dylan Grice (@dylangrice) is now live! grant-williams.com
2/ In a conversation that lasted nearly 90 minutes (and could have easily gone on for another 90!), Dylan and I cover everything from inflation/deflation to his views on uranium and his unique approach to portfolio construction, as well as his deeply thoughtful views on crypto.
3/ Dylan is the founder of Calderwood Capital and the author of the wildly entertaining and incredibly insightful research letter Popular Delusions, a true must-read! You can find all of Dylan’s work at calderwoodcapital.com
4/ As a reminder, Silver Tier subscribers to grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

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More from @ttmygh

Grant Williams Profile picture
21 Jun
1/ The latest premium edition of The Grant Williams Podcast with my special guest Liz Ann Sonders (@LizAnnSonders) is now live! grant-williams.com
2/ As one of the premiere macroeconomic thinkers of our time, Liz Ann brings thoughtful and penetrating insights to the key issues facing investors today. Topics covered include the changing landscape of investing and wealth management, inflation, bond yields, and so much more.
3/ Liz Ann is the Chief Investment Strategist at Charles Schwab & Co. In her role, she analyzes and interprets the economy and markets on behalf of Schwab’s clients, with a strong focus on investor education. Her twitter feed is among the best on this platform and a must-follow!
Read 4 tweets
Grant Williams Profile picture
20 Jun
1/ The June edition of Things That Make You Go Hmmm… is now available to Silver subscribers at: grant-williams.com
2/ In ‘Schrödinger’s Coin’, I dive deep into the red-hot topic of Tether (the company) and it’s ubiquitous stablecoin, tether. From its founding through to today, Tether has been nothing if not controversial. $BTC $GBTC $USDT
3/ Is tether the noble grease that lubricates the wheels of an efficient cryptocurrency market, or a giant US dollar counterfeiting fraud that artificially inflates the value of all cryptocurrencies? Let’s open the box together and see what we find... $BTC $GBTC $USDT
Read 4 tweets
Grant Williams Profile picture
11 Jun
1/ The latest premium edition of The End Game is now live!

Join @fleckcap and me as we speak with the brilliant Simon Mikhailovich (@S_Mikhailovich).

grant-williams.com
2/ In a fascinating, sobering, and ultimately insightful conversation, Simon shares his views on the possible collapse of America's financial and, more frighteningly, societal foundations from the perspective of someone who immigrated to the U.S. from the former Soviet Union
3/ Simon is co-founder and lead manager of The Bullion Reserve (TBR) and a member of its Board of Directors.
TBR is a private vehicle that enables investors to hold physical gold across multiple jurisdictions outside the financial system.
Find out more at bullionreserve.com
Read 4 tweets
Grant Williams Profile picture
15 Mar
1/ The End Game has garnered an audience of primarily fundamental investors who, like @fleckcap and I, have been scratching their heads wondering how this craziness ends. Enter Milton Berg… grant-williams.com/podcast/the-en…
2/ Milton is a deeply established and respected technical analyst born out of a fundamental-as-Graham, early-days-CFA heritage posing the question that perhaps what we’re seeing is the beginning of a completely new bull run.
3/ You won’t want to miss Milton’s tour through the charts and many critical questions raised along the way about bubbles, the nature of money, lunar cycles, and which asset classes the average investor should be wary of overweighting in their portfolio today.
Read 4 tweets
Grant Williams Profile picture
3 Feb
1/ The first Premium edition of The Grant Williams Podcast with my special guest Anthony Deden of Edelweiss Holdings is now live!
2/ Imagine having a framework for assessing opportunity and risk, tested over decades, that allowed you to sleep soundly at night through all that occurred over the last year.
3/ A framework that answered the question, “What should I do?” as rumors of Covid-19 spread in February, as cases spiked and markets crashed in March, as bitcoin got mainstream attention and as zombie listings went parabolic.
Read 8 tweets
Grant Williams Profile picture
17 Jan
1/ I'm thrilled to announce the launch of my new website, a one-stop shop for all the content I'm creating.

There you'll find links to all my podcasts, the TTMYGH newsletter, and other exciting future projects.

grant-williams.com
2/ In 2020, I reignited my passion for interviewing brilliant people by launching The Grant Williams Podcast in various forms, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.
3/ Starting February 1, I'm taking the bold step of moving these podcasts completely behind a paywall.

For the very affordable price of only $10 a month, listeners can gain access to the Copper Tier of grant-williams.com, which includes all current & future podcasts.
Read 9 tweets

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