Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity culture in Japan which, it’s fair to say, would send the horses scuttling from the barn. James also highlights the potential spillover effects and changes in incentives for Japanese savers, which could impact global bond markets and capital flows.
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.
The Grant Williams Podcast: Doomberg - PREVIEW
Super Terrific Happy Hour Ep. 13 - Sam Zell
The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW
The End Game Ep. 27 - Harley Bassman PREVIEW
The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW
The End Game Ep. 26 - Michael Howell PREVIEW
The End Game Ep. 25 - Kyle Bass PREVIEW
The End Game Ep. 24 - Greg Jensen PREVIEW
Super Terrific Happy Hour Ep. 12 - F-Bombs
The Grant Williams Podcast: David Dorr, Coro Global, Dorr Asset Management - PREVIEW
The Grant Williams Podcast: The Tether Discussion feat. Bennett Tomlin & George Noble - FULL EPISODE
The Grant Williams Podcast: Dylan Grice, Calderwood Capital - PREVIEW
The Grant Williams Podcast: Liz Ann Sonders, Charles Schwab & Co., Inc. - PREVIEW
The End Game Ep. 23 - Daniel Oliver Jr. PREVIEW
The End Game Ep. 22 - Simon Mikhailovich PREVIEW
The Grant Williams Podcast: Tavi Costa, Crescat Capital - PREVIEW
The Grant Williams Podcast: Demetri Kofinas, Hidden Forces Podcast - PREVIEW
The End Game Ep. 21 - Peter Zeihan PREVIEW
Super Terrific Happy Hour Ep. 11 - Switching Horses with Tony Greer - PREVIEW
The End Game Ep. 20 - Josh Wolfe PREVIEW
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