1/ The premiere edition of a new podcast series called Kaos Theory is now available to all subscribers at grant-williams.com! In this debut episode, Michael Kao (@UrbanKaoboy) and I welcome Lieutenant Commander Mike St. Pierre of the Royal Canadian Navy to the show! 2/ In this fascinating hour, we discuss the intersection of geopolitics, military strategy, and economics. We also explore how the principles Kao and St. Pierre have developed apply to the dollar, energy markets, and the growing tensions between China and Taiwan.

1/ The latest premium edition of The Grant Williams Podcast is now live for all subscribers at grant-williams.com! Join me for an incredible con 2/ In this insightful discussion, we cover Matt’s time as a congressional staffer during the 2008 GFC, the anti-capitalist consequences of monopolistic corporate power, the challenge of taking on Big Tech monopolies, and his bipartisan approach to changing our politics.

1/ The latest premium edition of The Grant Williams Podcast is now live for all subscribers at grant-williams.com! Join me for a thought-provoking conversation with Danielle DiMartino Booth (@DiMartinoBooth of QI Research! 2/ In this hugely enjoyable hour, Danielle walks us through her latest thinking on the state of the economy, how we might be facing an abrupt economic air pocket, the political vulnerability of House Speaker McCarthy, and even the odds of the US splintering via seccession.

1/ The latest premium edition of The Grant Williams Podcast is now live for all subscribers at grant-williams.com! Join me for a fantastic conversation with Peter Atwater (@Peter_Atwater), President of Financial Insyghts and Adjunct Professor at the College of William & Mary 2/ In this timely discussion, we cover Peter’s unique views on the developing crisis in the banking sector, the role modern social media is playing in accelerating bank runs, and what the regulators can and should do next.

1/ The latest edition of The Super Terrific Happy Hour featuring my co-host, the inimitable Stephanie Pomboy (@spomboy), is now available to all subscribers at grant-williams.com! 2/ In this episode, Steph gives an incredible tour of the macro landscape and shares her latest thinking on why she sees inflation coming down faster than most expect, why the labor market data could be at a key turning point, the impact of China reopening, and so much more!

1/ The 15th premium edition of About Time with my outstanding guest and brilliant businessman Roger Mitchell (@RPMComo) is now live for Gold Tier subscribers at grant-williams.com! 2/ In this incredible discussion, we trace Roger’s amazing career and learn how a chartered accountant went on to become the founding Chief Executive of the Scottish Premier League and a member of UEFA’s Professional Football Committee.

1/ The latest premium edition of The Grant Williams Podcast with my extraordinary guest David Dredge of Convex Strategies is now available to all subscribers at grant-williams.com! 2/ David returns to the show to discuss his most recent letter “Is ‘Sharpe World’ Closing?” As you’ll hear, he believes nearly all the theoretical pillars of the modern investment industry are being overturned. The consequences of his brilliant insights are profound.

1/ The latest premium edition of The Grant Williams Podcast with my special guest Juliette Declercq of JDI Research is now available to all subscribers at grant-williams.com! 2/ When a brilliant analyst I respect publishes something contrary to my world view, I enjoy having them on the podcast to tell me everything I'm getting wrong! Juliette’s latest piece did just that. A slide deck accompanying this conversation is available at my website.

1/ The latest premium edition of The Grant Williams Podcast with my special guest and good friend Peter Zeihan (@PeterZeihan) is now available to all subscribers at grant-williams.com! 2/ When Peter last joined the show, the war in Ukraine had just broken out. He returns to update us on how things are progressing on the battlefield, what the future implications are for Europe, and his broader geopolitical outlook for the decades ahead.

1/ The 12th premium edition of About Time with my outstanding guest and legendary trader Victor Sperandeo (@VicSperandeo) is now live for Gold Tier subscribers at grant-williams.com! 2/ In this captivating discussion, we cover Vic’s six decade-long trading career and his experiences working with the likes of George Soros, Paul Tudor Jones, and Stanley Druckenmiller, to name but a few.

1/ Due to the overwhelming response to my recent conversation with @LukeGromen I'm releasing the episode in its entirety in front of the paywall.
podbean.com/ew/pb-y2e9u-11…
This is an enormously important conversation. Please feel free to share it with anyone you feel might benefit 2/ In this incredible discussion, Luke gives brilliant context to what the Russian invasion of Ukraine means for the US dollar, gold, fx reserves, and the very future of our entire financial system. It’s a put-your-drink-down-and-sit-up-and-listen kind of conversation!

1/ The latest premium edition of The Grant Williams Podcast with my special guest Luke Gromen (@LukeGromen) is now available for subscribers at grant-williams.com! 2/ In this incredible discussion, Luke gives brilliant context to what the Russian invasion of Ukraine means for the US dollar, gold, foreign reserves, and the very future of our entire financial system. It’s a put-your-drink-down-and-sit-up-and-listen kind of conversation!

1/ The premiere edition of This Week in Doom, a new podcast series featuring my co-host Doomberg (@DoombergT), is now available to all listeners for FREE in the iTunes Store and for subscribers at grant-williams.com! 2/ In this, the inaugural episode, we discuss the controversy surrounding Doomberg’s latest piece on bitcoin, the rolling crises in the energy and food markets, big tech censorship, and our exciting plans for this new podcast

1/ The latest premium edition of The Grant Williams Podcast with my good friend and special guest Simon Hunt is now available to all subscribers at grant-williams.com! 2/ In this engaging discussion, Simon gives his views on the emerging geopolitical tensions over Ukraine and Taiwan, the growing alliance between Putin and Xi as US power wanes, his thoughts on climate change, and an assessment of the current copper market dynamics.

1/ The fifth premium edition of About Time with my outstanding guest Don Yaeger (@DonYaeger) is now live for Gold Tier subscribers at grant-williams.com! 2/ Don is an award-winning keynote speaker, business leadership coach, eleven-time New York Times best-selling author, longtime Associate Editor for Sports Illustrated, and host of the wildly successful Corporate Competitor Podcast.
donyaeger.com/corporate-comp…

1/ The November edition of Things That Make You Go Hmmm… is now available to Silver and Gold subscribers at grant-williams.com! 2/ In Putin on the Ritz, I cut through the extremely simplistic narrative of Putin = BAD/West = GOOD and take a deeper dive into the man himself, his path to power, and the way he's leading Russia in this era of rolling crises.

Take a deep breath, open your mind and join me...

1/ The latest premium edition of The Grant Williams Podcast with my extraordinary guest David Dredge of Convex Strategies is now available to all subscribers at grant-williams.com! 2/ Every once in a while I read something so spectacularly insightful that it makes my head spin. David’s Convex Asia Fund’s August Monthly Update was just such a piece. I’ve made a copy of it available to listeners at my website.

1/ The October edition of Things That Make You Go Hmmm... is now available to Silver and Gold Subscribers at: grant-williams.com 2/ In "The Winds Of Change," I take a look at whether deflation will continue to maintain the upper hand or whether the belief in the 'transitory' narrative around the current inflationary pulse is dangerously complacent.

1/ We’ve had an amazing run on The Grant Williams Podcast! In this thread, I’ll summarize the last five shows and give you a hint about what is in development for our subscribers grant-williams.com 2/ On July 11, we released a fantastic interview on tether with Bennett Tomlin (@BennettTomlin) and George Noble (@gnoble79). This podcast was made free for all listeners (alongside Schrödingers Coin, the June edition of Things That Make You Go Hmmm... grant-williams.com/download )

1/ The latest premium edition of The End Game is now live!
Join @fleckcap and me for an illuminating hour with Kyle Bass (@Jkylebass), Founder and Chief Investment Officer of Hayman Capital Management.
grant-williams.com 2/ In this wide-ranging, free-flowing discussion, we cover Kyle’s views on the true rate of inflation, central bank policy, COVID-19 and its role in China’s move on Hong Kong, as well as the what he thinks the future holds for Taiwan as we move towards The End Game

1/ The latest premium edition of The End Game is now live!

Join @fleckcap and me for a fantastic conversation with Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates.
grant-williams.com 2/ How does one of the largest investment management firms in the world use history, market signals, and deep expertise to model the current financial environment? How does QE, inflation/deflation, and global fiscal policy impact their portfolio construction? Tune in to find out!