The Julia La Roche Show, Released on 10/29/24

Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 206 for a wide-ranging conversation on macro.

01:07 Overview of current market confusion and multiple risks
03:33 Discussion of monetary policy and debt challenges
05:22 Analysis of BRICS developments and global shifts
07:49 Framework for assessing negative outcomes
09:35 Discussion of millennial investors and passive investing
14:26 Analysis of inflation and Federal Reserve credibility
17:19 Impact of inflation on society and purchasing power
22:11 Discussion of affordability and political implications
25:31 Analysis of public sentiment and policy constraints
31:16 Geopolitical considerations and policy options
35:01 Portfolio construction and preservation strategies
42:24 Bond market reactions and loss of Fed credibility
45:06 Breakdown of trust in financial system
48:52 Fourth Turning framework and implications
50:45 Potential factors that could alter thesis
52:43 Long-term perspective on gold investment
54:47 Analysis of silver as monetary metal
57:17 Closing thoughts on navigating current environment

Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams Podcast. Grant has decades of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse.

  economy, gold, Grant Williams, inflation, investing