Grant Williams is the author of the Things That Make You Go Hmmm … investment newsletter. Grant is also a portfolio and strategy advisor to Vulpes Investment Management in Singapore, and a regular speaker at investment conferences around the globe.
In this episode, you'll learn:How can the US continue printing dollars without the dollar significantly weakeningWhich role the treasury market has in the geopolitical situation between the US and ChinaWhether the US could end up like the Weimar Republic or Venezuela Why is gold not going higher despite the excessive money printing. The difference between the gold and the bitcoin market and what the indicators tell usAsk The Investors: Why don’t more companies issue shares when its stock trades at all-time high? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s previous interview with Luke Gromen about the Stock Market Melt-upLuke Gromen’s website, The Forrest for the TreesTweet directly to Luke GromenTweet directly to Grant WilliamsGrant William’s websitePreston and Stig’s episode on William Thorndike’s book, The OutsidersGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Write like a pro with advanced real-time feedback with Grammarly Premium.Investing in the important COVID-19 vaccine that MigVax is doing with OurCrowd.
In this Special Episode of Hidden Forces, Demetri Kofinas releases the overtime segment to Episode 123 with Grant Williams and Ben Hunt. The three discuss the power of authenticity and narrative in an era of fake news and “ponzi people,” what it’s like to build a content business, what they’ve learned doing it, and what drives them to keep going. You can support Demetri and the team at Hidden Forces by becoming a premium subscriber, which gives you access to transcripts, rundowns, and overtime segments, including this week’s special recording with Castle Island Ventures partner Nic Carter. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application. Your support is what makes this program possible. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
In Episode 123 of Hidden Forces, Demetri Kofinas speaks with two guests who have each made one prior appearance on Hidden Forces: Grant Williams and Ben Hunt. Ben is the founder of the widely read Epsilon Theory, a newsletter and website that’s become popular for its insights and analysis into markets and society with a particular focus on how narrative drives our perception of the world and our place in it. Grant is the long-time publisher of a popular financial newsletter, the host of a phenomenal sports podcast, and the co-founder of Real Vision, a financial media company that offers in-depth video interviews with some of the world's most thoughtful investors. Today’s conversation is broken into two parts, the second hour of which is available to our paid subscribers. In the first part we discuss a philosophy that Demetri calls “market nihilism,” which treats the objects of speculation as though they were intrinsically worthless. We are witnessing price movements characteristic of a raging bull market without the euphoria that typically accompanies them. The rationalization that governments will "fix the mess" and that central banks will "buy the dip" channels a deeper sense of existential meaninglessness. Whether it's the decline of religion, the dismantling of the nation state, or the commodification of the self, something feels lacking. In the second hour, the three continue their discussion about markets but also delve into more personal stories from their lives and careers. Grant shares anecdotes from his experience interviewing some of the most brilliant minds in finance and Ben shares insights from his own creative process and what motivates him. All in all, this is one of the best conversations we’ve ever released. If you are interested in accessing the overtime, transcript, and/or rundown to this week’s episode, you can do that through the Hidden Forces Patreon Page. All subscribers also gain access to our overtime feed, which can be easily added to your favorite podcast application. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at http://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
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