Confusion, Division, Loss of Trust: How The Investment World Has Changed | Grant Williams

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.

Links:

Timestamps:
# Timestamps for Grant Williams Interview

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

#gold #investing #economy

[lak]

Love Grant Williams! He doesn't do enough interviews so it's great you got him on. Thanks so much! 😻

[littlejohnjp]

This makes SO much sense. And what a great way to describe “investors” vs. “speculators.” Julia, thank you for the time you spend producing these. And yes, the hair is fantastic! Have a great weekend!

[robstrickland]

Grant did an interview with Willem Middelkoop years ago and the topics they touch on all came to pass or came true, so I found a talk Grant did about Gold being the apex predator, it is because of this talk Grant did, that I now prep for the coming calamity and listen to him as much as I can and Willem to, thank you so much for the interview

[ahmedsawni]

Grant blue populism zone analogy is real food, inflation is the hidden cause of human suffering, thanks fir sharing the conversation 👍

[SamMiller-xf]

Thank you Grant. From an abandoned armadillo farm in Arkansas.

[circlelabs]

Grant is always an incredible guest! Only thing is the next decade is going to be insane with respect to innovation so definitely need exposure there for alpha. A barbell strategy with precious metals and commodities on the left end and early-stage tech and biotech for exposure to blockchain (tech, not meme coins), automation, humanoids, AR/VR, etc., as well as longevity and wellness biotech.

[nowithinkyouknowyourewrong]

Here are the books he mentions:
- "When Money Dies: The Nightmare of Deficit Spending Adam Fergusson"
- "Dying of Money: Lessons of the Great German and American Inflations by Jens O. Parsson"

[nickhornsey]

Hi Julia, I am a recent follower. You’re smashing it with your questions and guests. Congratulations. I love Grants view of the world. Plus he’s a Brit like me! 😜

[davidpegler]

Mike Green and Craig Peterson from Tier1 Alpha would be a phenomenal follow up interview to this. Discuss the impacts of passive and market structure. Goes with what Grant is saying.

[rpinter]

Excellent guest! Insightful, calm analysis. He didn't discuss BTC but I suspect he thinks it's too volatile for his style of investing.

[issenvan]

Decent guest. You should interview Lobo Tiggre, too.

[ljragsandfeathers]

Fantastic interview, Julia. You are truly good at this ❤

[joshnaughton]

Cold fusion and physicaly responsible politicians were always 20 years away

[davidcpugh]

The single greatest risk of any public company at the moment is the legal system and especially the assorted federal agencies. Not competence, not competition, not tech change.

Could not believe when SEC banned hard copy annual reports. An example. Other examples abound!

[tenplus]

MV=PY Never forget. Inflation is gonna be sub 2%… unless easing begins

[Galloway]

I'm still a glass half-full kind of person, but thanks to shrinkflation there isn't much in the glass.

[jg]

Seems like the same message from the last time u interviewed him

[Horatiobuild]

Might not be like hyperinflation but we sure as heck got a damaging cumulative inflation result over 4 years. I’m 65 and experienced worse on a technical scale but there is something more here. That something more is sovereign debt. Very very real and just on the edge of being enough to devastate a large portion of middle class & working poor.

[reggiebishop]

First time I heard someone call it what it is Gambling they say speculation but it's gambling

[davidcpugh]

Transitory inflation meme? Concur. It’s not handled as too painful for political parties to handle. Now built in beyond the power of the Fed to handle.