Kitco Mining, Released on 2/5/25 (Recorded on 1/20/25)
Is the American Empire ending? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Grant Williams, author and host of the Grant Williams Podcast, at the Vancouver Resource Investment Conference (VRIC). Williams discusses the major geopolitical shifts that could change everything you know about global power. He covers everything from the commodities cycle and geopolitical tensions to the future of investing. Williams shares his insights on the current state of the market, drawing parallels from history and offering a unique perspective on the forces shaping the global landscape. Williams also touches upon the changing dynamics of global power, highlighting Saudi Arabia’s move to diversify its economy beyond oil. Williams shares his outlook on investing in 2025.
00:00 Welcome
01:50 Commodities Cycle
03:38 Geopolitical Influences on Energy Markets
04:51 China’s Global Ambitions
07:25 The End of the American Empire?
09:14 Trump’s Foreign Policy and Domestic Focus
16:07 Critical Minerals and National Security
25:13 Saudi Arabia’s Diversification Strategy
30:38 Investment Outlook for 2025
*Interview recorded on Jan. 20, 2025
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.