Author Brendan Ballou joins me to discuss his superb new book, Plunder: Private Equity's Plan to Pillage America in the latest episode of The Grant Williams Podcast. After graduating Columbia and Stanford Law, Brendan served as a Federal prosecutor and Special Counsel for Private Equity in the Justice Department's Antitrust Division, where his mandate was to investigate private equity's influence on financial markets. What he found shocked Brendan and moved him to write a book chronicling the ou...
Apr 26, 2023•13 min•Season 1Ep. 52
In the ninth episode of The Narrative Game, Epsilon Theory's Dr. Ben Hunt returns to discuss the narrative aspects of the sudden surge in mainstream commentary around the drive towards de-dollarization on the part of China, Russia, Iran et al. Suffice to say, all is not what it might seem. Elsewhere, with the indictment of former President, Donald J. Trump filling the news cycle, Ben offers a few thoughts on the potential motives behind the headlines, who might stand to benefit and whether this ...
Apr 20, 2023•52 min•Season 3Ep. 9
My returning guest in this edition of The Grant Williams Podcast is my friend Peter Atwater, Founder of Financial Insyghts and Adjunct Professor at the College of William & Mary. Peter's stellar work on the importance of mood and confidence has long been an important touchpoint for me when evaluating market conditions and likely paths ahead - never more so than this week. Given recent events, I wanted to try and add something to a conversation that has become noisier by the day. There are pl...
Mar 15, 2023•58 min•Season 1Ep. 51
My guest on this episode of The Grant Williams Podcast is Diana Choyleva, the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting company that focuses on China and its global impact. Our conversation centres, of course, around China, as Diana explains how her background growing up in Bulgaria has helped her understand the ways in which the Communist Party of China both thinks and functions. Every episode of the Grant Williams podcast, including ...
Mar 13, 2023•13 min•Season 1Ep. 50
Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O'Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Ga...
Mar 13, 2023•13 min•Season 1Ep. 49
My returning guest on this episode of The Grant Williams Podcast is a dear friend of many years - Simon Hunt, founder and proprietor of Simon Hunt Strategic Services. Simon's experience in China over four decades has provided me with an important counterpoint to many Western-based views of the Middle Kingdom over the years - one firmly rooted in personal experience, deep personal connections and a willingness to look past consensus thinking. In this conversation, we discuss the status quo in Chi...
Mar 02, 2023•13 min•Season 1Ep. 48
OK Folks, buckle up as things are about to take a turn for the extra-terrestrial as my guest, David Dorr of Dorr Asset management returns to the podcast to discuss the recent spate of Unidentified Flying Object sightings which has been blanketing the media over the last several weeks. David has been following this story for many years and he joins me to explain several key changes in the attitude to UFOs on the part of governments, chronicle the evolution in transparency around the subject, conf...
Mar 02, 2023•55 min•Season 1Ep. 47
In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh's article about the destruction of the Nord Stream Pipeline. As always, Doomie doesn't shy away from offering a thoughtful and well-researched appraisal of both events and, as always, the team's assessments have stirred up plenty of ...
Mar 02, 2023•1 hr 8 min•Season 5Ep. 13
After a hiatus forced by technical issues in the editing bay, we're back with the first of three new episodes this week - this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment. After a useful primer on the different ways of thinking about liquidity as a phenomenon, Michael explains why and how Japan is the canary in the coal mine we've all feared it to be for so long, highlights the danger...
Feb 13, 2023•13 min•Season 1Ep. 46
My returning guest in this edition of The Grant Williams Podcast is David Dorr of Dorr Asset Management. David returns to discuss the fallout from FTX, the toppling dominoes it may set in motion, and what it means for the likes of Binance, DCG and Tether. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Willia...
Dec 29, 2022•13 min•Season 1Ep. 44
