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The Grant Williams Podcast

Grant Williams
Japan
Gold
China
Financial Nihilism
Interest Rates
Inflation
Artificial Intelligence
Cryptocurrency
Bitcoin
Federal Reserve
Market Dynamics
Equity Markets
Gold Market
United States
Commodities
Stock Market
Liquidity
Trust Erosion
Volatility
Donald Trump

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. www.grant-williams.com

PublishesWeeklyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Grant Williams Podcast

Latest Episodes

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 market... more

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, ... more

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... more

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 ... more

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Recent Guests

Mike Green
Returning guest; known for commentary on passive investing
Tier1 Alpha Asset Management / Simplify (previously mentioned)
Episode: The End Game Ep 61 - Mike Green PREVIEW
Jared Dillian
Author and investor, The Daily Dirtnup
The Daily Dirtnup
Episode: The Grant Williams Podcast Ep. 132 - Jared Dillian
Brent Johnson
Guest, founder of Santiago Capital
Santiago Capital
Episode: The Grant Williams Podcast Ep. 128 - Brent Johnson
Rick Rule
Investor and commodity expert
Episode: The Grant Williams Podcast Ep. 127 - Rick Rule FULL EPISODE
Dominic Frisby
Author, comedian, journalist and commentator on gold, Bitcoin and monetary history
Author of The Secret History Of Gold
Episode: The Grant Williams Podcast Ep. 126 - Dominic Frisby FULL EPISODE
Brendan Ballou
Author of When Companies Run the Courts
Author
Episode: The Grant Williams Podcast Ep. 125 - Brendan Ballou
Dave Dredge
Founder/CEO of Convex Strategies
Convex Strategies
Episode: The Grant Williams Podcast Ep. 124 - Dave Dredge
Jawad Mian
Founder of Stray Reflections
Stray Reflections
Episode: The Grant Williams Podcast Ep. 123 - Jawad Mian FULL EPISODE
Simon Hunt
Simon Hunt Strategic Services
Simon Hunt Strategic Services
Episode: The Grant Williams Podcast Ep. 122 - Simon Hunt

Host

Grant Williams
Host of The Grant Williams Podcast

Reviews

4.8 out of 5 stars from 2.5k ratings
  • Tired tropes

    I find the subject matter interesting… but upon tuning in found the same old tropes about how the ‘conventional’ wisdom got Russia wrong, military support to Ukraine is evaporating into thin air, EU’s freezing of Russian assets is a slippery slope and so on. I’m all for contrarianism and intrigue but come on, you dummy, Russia started a war of conquest and the funds are going towards stopping a barbarous aggressor. Somehow they are missing the forest for the trees here!

    Apple Podcasts
    2
    esto VP
    Canada4 months ago
  • I’m tired of it

    No thanks

    Apple Podcasts
    3
    Qrrvjkgxhjlkvg
    United Statesa year ago
  • It’s Called FICA

    Why don’t you push back on the lie about entitlements? (Fossi kept insisting and pushing this misinformation). Social Security, etc., are funded by payroll taxes on pay as we go. Lift the upper income cap level so that higher income earners continue to contribute.

    Otherwise, enjoy the conversations. Interesting topics explored

    Apple Podcasts
    3
    Billy Jack Blackstone
    United Statesa year ago
  • Technical analyst murrins geo political takes

    David murrin says hamas is asking for israel to kill its civillians.

    Maybe expand on that! Interesting

    Elliottwave technical analysis.

    Apple Podcasts
    1
    No11111166666
    United States2 years ago
  • Just superb

    Grants fountain of knowledge, humour and intelligence is always worth listening to . That mixed with some incredible guests I would definitely recommend.

    Ooooh G .

    Apple Podcasts
    5
    eastodeastlondon
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are consistently high-caliber and bring thoughtful macro insights.
Overall, the show is seen as a premier source for macro and policy-informed market views.
Listeners praise the host's interviewing skill and analytical depth.
Long-form format yields deep, nuanced discussions that go beyond headlines.
Some reviews note paywall/frustration or polarized opinions in guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The End Game Ep 61 - Mike Green PREVIEW
Q: Can you describe what the endgame might look like if passive share of the market continues to rise toward 55-60 percent?
The guest explains that while there is no certainty, the trajectory could lead to markedly different market dynamics, including amplified susceptibility to liquidity shocks, shifts in volatility patterns, and potential implications for price discovery that could prompt rethinking of active management strategies.
The Grant Williams Podcast Ep. 128 - Brent Johnson
Q: Walk us through, in real terms, why the idea of a dollar screaming higher is actually more dangerous to the system than it collapsing.
Brent explains that a rising dollar can tighten credit conditions globally, trigger defaults, and contract liquidity, which in turn harms debtor nations and commodity exporters, potentially triggering a broader credit crunch and systemic stress that could force a shift to a new arrangement.
The Grant Williams Podcast Ep. 124 - Dave Dredge
Q: So why don't you start with that? TPA, what is it, how does it change things, and why is it a good idea and what potential problems does it have?
TPA is essentially old wine in a new bottle: manage the components of the portfolio for the totality, auditing every addition by its contribution to the whole and explicitly managing correlations rather than assuming they stay constant. It shifts focus from siloed optimization to loss-mitigating hedges that can free up capital for higher-upside strategies, while rethinking incentives to reward contribution to the whole portfolio rather than standalone performance.
The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
Q: Can you walk us through the five 'secrets' of Wall Street that you discuss and how they affect everyday investors?
Leiter outlines how terms are defined to market assets, how the industry pushes deals through the sales cycle, the risk of treating stocks as the business itself, the importance of testing any deal with objective math, and the idea that the market often misprices due to crowd behavior—advocating a cautious, analytical approach over hype.
The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE
Q: Let's start with your unusual entry to Wall Street and how that journey shaped your investing philosophy.
David Leiter describes a long arc from music to real estate to investment banking, emphasizing contrarian thinking, patience, and learning from losses. He explains how early failures and careful pattern recognition led him to focus on real value and the long-term earnings power of businesses rather than chasing hot trends.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Grant Williams Podcast

What is The Grant Williams Podcast about and what kind of topics does it cover?

This show features long-form conversations that blend macroeconomics, geopolitics, and financial markets through interviews with prominent investors, economists, and analysts. Episodes often center on big-picture themes like monetary policy, currency dynamics, commodity cycles, investment psychology, and the geopolitical underpinnings of global markets, with guests offering contrarian or highly specialized perspectives. The format favors deep-dive exploration over quick takes, frequently connecting theoretical frameworks to real-world implications for portfolios, policy, and technology-driven trends. A standout quality is the breadth of topics and the willingness to challenge mainstream narratives, which makes it valuable for listeners who ... more

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Which podcasts are similar to The Grant Williams Podcast?

These podcasts share a similar audience with The Grant Williams Podcast:

1. Macro Voices
2. Thoughtful Money with Adam Taggart
3. Hidden Forces
4. Monetary Matters with Jack Farley
5. The Market Huddle

How many episodes of The Grant Williams Podcast are there?

The Grant Williams Podcast launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Grant Williams Podcast?

Recent guests on The Grant Williams Podcast include:

1. Mike Green
2. Jared Dillian
3. Brent Johnson
4. Rick Rule
5. Dominic Frisby
6. Brendan Ballou
7. Dave Dredge
8. Jawad Mian

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