Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum.
From the growth of passive investing and its potential impact on the market to the importance of understanding the holdings and flows of passive funds, The Two Mikes hold court in typically forthright fashion.
Also under the microscope are the behavior of stocks like Tesla and Apple, and how fundamental valuations will eventually come into play. The conversation then shifts to the influence of politics on the market, with a focus on the actions of the Treasury and the potential impact of the upcoming election.
Finally, we discuss the role of the Federal Reserve and its recent policies, somehow managing to trigger just about every group along the way.
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 and Shifts Happen, 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.
015 - Hmmminar Series - Diego Parrilla (21 May 2020)
014 - Hmmminar Series - David Rosenberg (20 May 2020)
013 - Hmmminar Series - Peter Zeihan (19 May 2020)
012 - Hmmminar Series - Jesse Felder (18 May 2020)
The Narrative Game with Ben Hunt Ep. 1 - The V-Shaped Recovery
Super Terrific Happy Hour Ep. 2 - Inflation/Deflation
Super Terrific Happy Hour Ep. 1 - Connect/Disconnect
011 - Hmmminar Series - Peter Atwater (17 April 2020)
010 - Hmmminar Series - Jawad Mian (16 April 2020)
009 - Hmmminar Series - Dr. Simon Ogus (15 April 2020)
008 - Hmmminar Series - Stephen Diggle (14 April 2020)
007 - Hmmminar Series - Stephanie Pomboy (10 April 2020)
006 - Hmmminar Series - Gold Panel (9 April 2020)
005 - Hmmminar Series - John Hussman, Ph.D (8 April 2020)
004 - Hmmminar Series - Marc Cohodes (7 April 2020)
003 - Hmmminar Series - Brent Johnson & Luke Gromen (6 April 2020)
002 - Hmmminar Series - Hugh Hendry (3 April 2020)
001 - Hmmminar Series - Dr. Pippa Malmgren (2 April 2020)
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