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 Ep. 63 - David Hay
The Grant Williams Podcast Ep. 62 - Chris Joye
The Grant Williams Podcast Ep. 61 - Marvin Barth
The End Game Ep. 45 - Kris Sidial PREVIEW
The Grant Williams Podcast Ep. 60 - Richard O’Leary
The Grant Williams Podcast: Shifts Happen - Episode Six PREVIEW
The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW
The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE
The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW
The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW
The End Game Ep. 43 - Steve Eisman PREVIEW
The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW
The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE
The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE
The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW
The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW
The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW
The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE
This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE
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