WTFinance, Released on 12/18/23 (Recorded on 12/15/23)

On this episode of the WTFinance podcast I had the pleasure of welcoming back Grant Williams for a third time! During our conversation we spoke about what Grant is seeing in markets, whether the FED are hedging their bets, have they vanquished inflation, what is happening with gold, the everything bubble, politics and more. Hope you enjoy!

0:00 – Introduction
0:23 – Grants opinion on Macro?
2:32 – FED Hedging bets?
4:35 – Strong conviction until you don’t
5:42 – Investors shaped by good times
7:50 – FED reaction time has reduced
8:40 – Risk they could lose more credibility?
12:20 – Became well know after going off Gold Standard
14:55 – Inflation
16:50 – Similarities to Greenspan cutting in 1990’s?
19:20 – What is Grant seeing with Gold?
23:19 – Investors diversifying with gold?
24:30 – Risk of consensus?
26:55 – How does Grant look at risk?
31:04 – All assets are going up
32:10 – Trump vs Biden in 2024?
36:26 – More controversary & polarization around the world
38:25 – Inflation amplifying issues since 2008
41:50 – Social unrest in the 70’s?
42:30 – How will wealth be diverted?
45:50 – Taxing unrealized gains
48:41 – One message to takeaway from our conversation?

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, Fed, Grant Williams