The Grant Williams Podcast

The Grant Williams Podcast Ep. 135 - Marvin Barth FULL EPISODE

The Grant Williams Podcast Ep. 133 - Ian Cassel

Microcap investing demands a unique psychological disposition and the ability to build an informational edge through direct engagement with management teams. Ian Cassel, a veteran investor and author of Stock Picker, traces his evolution from early, luck-driven gains during the dot-com bubble to a disciplined, long-ter...

The End Game Ep 61 - Mike Green PREVIEW

Passive investing has fundamentally altered market dynamics by acting as a liquidity-concentration mechanism that ignores traditional security-specific fundamentals. This "water cannon" effect forces capital into indices regardless of valuation, creating idiosyncratic volatility and distorting price discovery. The prol...

The Grant Williams Podcast Ep. 132 - Jared Dillian

The Grant Williams Podcast Ep. 131 - Andrew McDermott

Japan’s strategic industrial and defense capabilities remain significantly undervalued due to persistent narratives framing the nation as a technological backwater. While mainstream media focuses on currency fluctuations and the yen’s weakness, the reality involves a fundamental fusion of Japanese and American balance ...

The Grant Williams Podcast Ep. 130 - Gerard Minack

The current AI investment landscape represents an earnings bubble rather than a valuation bubble, as the long-term profitability of AI service providers remains uncertain despite massive capital expenditure. While "shovel sellers" like memory chip manufacturers currently report significant earnings, these gains face ri...

The Grant Williams Podcast Ep. 129 - Marvin Barth

The Grant Williams Podcast Ep. 128 - Brent Johnson

The global financial system operates on a dollar-denominated credit structure, where the U.S. dollar acts as the primary medium for international trade and debt. Brent Johnson, architect of the "Milkshake Theory," argues that a strengthening dollar creates significant systemic risk by increasing the cost of dollar-deno...

The Grant Williams Podcast Ep. 127 - Rick Rule FULL EPISODE

The global economy faces a period of functional devaluation as US federal debt and entitlement liabilities approach $160 trillion, far exceeding total private net worth. To manage this intractable debt, the US dollar will likely lose 75% of its purchasing power over the next decade, mirroring the inflationary environme...

The Grant Williams Podcast Ep. 126 - Dominic Frisby FULL EPISODE

The Grant Williams Podcast Ep. 125 - Brendan Ballou

The Grant Williams Podcast Ep. 124 - Dave Dredge

The Grant Williams Podcast Ep. 123 - Jawad Mian FULL EPISODE

The Grant Williams Podcast Ep. 122 - Simon Hunt

The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE

The Grant Williams Podcast Ep. 120 - Danielle DiMartino Booth

The Grant Williams Podcast Ep. 119 - Marvin Barth

The Grant Williams Podcast Ep. 118 - David Murrin

The Grant Williams Podcast Ep. 117 - Tian Yang

The Grant Williams Podcast Ep. 116 - Simon Mikhailovich