The Grant Williams Podcast

• The Hundred Year Pivot Ep. 6 – Lawrence Fossi

  In the latest episode of The Hundred Year Pivot, Demetri and I sit down with Lawrence Fossi—better known to many as Montana Skeptic—for a fearless exploration of America’s fraying social fabric. From the shifting character of New York City to the cults of personality surrounding Elon Musk and Donald Trump, we dissect the cultural, political, and institutional forces eroding public trust and cohesion. With Lawrence’s trademark candour, the conversation delves into the dangers of celebrity-driven populism, the fragility of democratic norms, and the deep structural imbalances threatening the US political and economic system. This is a sobering yet essential listen for anyone trying to make sense of the chaos—and looking for slivers of hope within it. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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• Super Terrific Happy Hour Ep. 25 - It’s Been HOW Long?

  After a ridiculously long hiatus, The Super Terrific Happy Hour returns as Steph and I dive back into the rapidly changing world of global finance, exploring how Japan’s decades-long experiment with low interest rates and high debt is no longer unique, as the United States and other developed economies find themselves on a similar path. We unpack Japan’s recent inflation surge, the Bank of Japan’s extraordinary bond holdings, and the risks of major capital flows if Japanese investors start bringing their money home before pivoting to the broader implications of a world where globalization may be reversing—raising questions about reshoring, capital controls, and whether governments might coerce institutions to buy more domestic debt. There’s bundles of skepticism on display as we evaluate policymakers’ ability to manage these seismic shifts and a warning of systemic risks, fragile financial systems, and the potential for a painful redistribution of wealth. Amid the uncertainty, we discuss the enduring appeal of gold, the limits of monetary policy, and the high geopolitical stakes for the dollar and the petrodollar system, offering the kind of big-picture insights and candid cynicism you’ve come to expect from the two of us. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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• The End Game Ep. 57 - Harley Bassman PREVIEW

  In the latest episode of The End Game, Fleck and I welcome back Harley Bassman—aka the ‘Convexity Maven’—for a deep dive into the shifting landscape of global bond markets, inflation, and the future of the US dollar. Harley contends that while US bond yields have risen sharply in recent years, they are now approaching fair value when measured against historical spreads and nominal GDP. The real challenge, he argues, lies in the rapid adjustment after decades of suppressed rates, and in how markets adapt to this new reality. Our discussion explores the profound impact of demographic trends, such as the early retirement of baby boomers and delayed household formation among millennials, as well as the often-underappreciated role of immigration in sustaining US economic growth. We also examine the risks associated with persistent fiscal deficits and mounting debt, as the potential erosion of the dollar’s reserve currency status presents a problem with potentially far-reaching consequences. Despite the scale of these challenges, Harley remains sanguine, suggesting that the system’s imbalances are more like slow-moving trains than imminent crashes. But, with heightened volatility and policy uncertainty likely to persist, diversified portfolios—including gold and inflation hedges—are prudent responses. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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• The Grant Williams Podcast Ep. 104 - Dmitri Alperovitch

  In this episode of The Grant Williams Podcast, I talk with with cybersecurity expert and author Dmitri Alperovitch to discuss his book, ‘World on the Brink,’ and the escalating risk of conflict between China and Taiwan. Dmitri, who forecast Russia’s invasion of Ukraine, draws striking parallels between Vladimir Putin’s motivations and those now driving Xi Jinping’s ambitions toward Taiwan, identifying five recurring factors—distorted historical narratives, belief in national destiny, security imperatives, personal ego, and the urgency of aging leaders—that are converging once again, this time in East Asia. The conversation examines concrete evidence of China’s preparations for a potential invasion, from military training sites in Inner Mongolia replicating Taipei’s streets, to sophisticated cyber campaigns targeting US infrastructure, and the construction of landing craft engineered for amphibious assaults and Dmitri argues that Taiwan’s significance extends well beyond its semiconductor industry; control of the island would enable China to project power across the Pacific, fundamentally altering the regional balance and eroding U.S. influence. Dmitri calls for urgent strategic measures, including decoupling from China in critical technologies and forming a new economic alliance—TAME (Treaty of Allied Market Economies)—to help smaller nations withstand Chinese pressure, and he contends that Western responses to China are not provocations, but long-overdue reactions to years of aggression and intellectual property theft. With a potential invasion window between 2028 and 2032, the discussion underscores the need for robust deterrence, stronger alliances, and strategic competition to preserve stability in the region. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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• The Hundred Year Pivot Ep. 5 - Charles Calomiris

  In the fifth episode of The Hundred Year Pivot, Demetri Kofinas and I sit down with economist Charles Calomiris for a probing exploration of America’s fiscal future and the deeper societal forces shaping it. The conversation delves into the concept of fiscal dominance—the point at which mounting government debt and deficits compel inflationary policies, sidelining the intentions of central banks, with Charles warning that the US is edging closer to this scenario, driven by unsustainable deficits and a political system gridlocked by the self-interest of key voting blocs and an unwillingness to confront hard choices around entitlements like Social Security and Medicare. However, the discussion moves beyond the technicalities of economic policy as Charles contends that the roots of the crisis are as much moral and societal as they are financial, pointing to a broader decline in civic responsibility and shared values across generations. Drawing on historical parallels, he suggests that periods of crisis can also spark transformative leadership and a renewed search for social cohesion. This leads to a reflection on the possibility of hope—if individuals and communities can rediscover a sense of purpose and responsibility—as well as the importance of integrity and leadership at every level. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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