Peak Prosperity, Released on 11/13/20 For decades now, interest rates have plummeted, bringing the cost of borrowing to all-time lows. Over the same period, the digital revolution has brought down operating costs faster than at any time in human history. This secular deflation in the financing and operation of businesses has been one of the […]
The End Game Podcast, Released on 11/4/20 Chris Cole of Artemis Capital Management is the latest stellar guest to grace The End Game as he takes Bill and Grant on an extraordinary journey through the many ways in which volatility affects risk assets. From Golems & Tulpas to the Ouroboros, Chris paints a remarkable picture […]
The Grant Williams Podcast, Released on 11/1/20 With the U.S. election just hours away, Ben Hunt joins Grant to discuss the narrative heading into a seemingly climactic event upon which so much is riding. Orwell’s 1984, the words you need to recognize as both sides try to mobilize opinion and the importance of creating an […]
The End Game Podcast, Released on 10/15/20 Bill and Grant welcome the incomparable Felix Zulauf to The End Game. What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future. The likely […]
Gold Switzerland, Released on 10/13/20 In this most recent MAMINAR, Egon von Greyerz exchanges pertinent thoughts on the economy and markets with Matterhorn Asset Management advisors, Ronni Stoeferle and Grant Williams. This timely discussion covers an extraordinary range of topics, beginning with the obvious disconnect between rising securities markets and the greatest economic downturn […]
The End Game Podcast, Released on 10/7/20 Bill and Grant welcome the one and only Dr. Marc Faber, author and publisher of the Gloom Boom and Doom Report to The End Game to seek his perspective on what comes next. Lessons the world can learn from the Japanese experience, the Asian reality versus the perspective […]
The Grant Williams Podcast, Released on 10/1/20 Stephanie Pomboy and Grant Williams are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world. […]
The End Game Podcast, Released on 9/15/20 Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles […]
