Adam Taggart | Thoughtful Money, Released on 11/21/24

The markets are locked in a battle of dangerous extremes vs high complacency. Yes, there are many reasons to be concerned about today’s record high valuations. But those concerns haven’t mattered yet. And there’s no guarantee they will on any relevant time frame to today’s investors. And so the party in stocks continues on…for now. In today’s interview, macro analyst Grant Williams discusses how we’ve reached this point: we debauched the value of money. And in doing so, we re-focused the goal of every company towards boosting the stock price, and away from creating sustainable value. How long can this continue before the markets reprice, downwards, to valuations that can be sustained by fundamentals? This is THE existential question facing investors today, Grant posits. Your financial well-bring will be determined by the choice you make here. For one of the more important discussions you’ll hear on investing this year, watch this interview with the great Grant Williams.

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.

Adam Taggart is the Founder of  Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  Grant Williams, inflation, investing, market correction, stock market