The Grant Williams Podcast

• The Hundred Year Pivot Ep. 4 - Dr. Pippa Malmgren

  In another compelling episode of The Hundred Year Pivot, Demetri and I are joined by Dr. Pippa Malmgren to unpack the profound challenges facing American society today. Drawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people into ideological silos. She highlights how this ‘narrative collapse,’ fueled by repeated national traumas and algorithm-driven media, threatens public trust, rational discourse, and the very legitimacy of government. Pippa calls this moment a Copernican shift in American reality, emphasizing the urgent need for what she so beautifully describes as ‘heartware’- empathy, compassion, and courageous dialogue – to navigate these turbulent times. We also touch on the implications of recent UAP disclosures as symbols of institutional opacity and the limits of current scientific paradigms as Pippa offers a vital perspective on how we might rebuild understanding and resilience in an era defined by uncertainty and division. 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.

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• The Grant Williams Podcast Ep. 102 - Warren Pies

  In this episode of The Grant Williams Podcast, I’m joined by Warren Pies of 3Fourteen Research to unpack the challenges of investing in a world defined by policy shocks, geopolitical uncertainty, and persistent volatility. His data-driven approach allows Warren to cut through the noise of political unpredictability—particularly around Trump-era tariffs—and we focus the conversation on market signals, sentiment shifts, and technical indicators in today’s unstable landscape. From the precarious relationship between bonds and equities to the evolving role of the U.S. dollar, Warren offers a grounded yet insightful take on where the real risks—and opportunities—lie. We dive deep into sector dynamics, especially the misunderstood signals coming from oil and credit markets, and Warren explains how quantitative models can help investors adapt to a regime defined by monetary debasement. With a candid look at sentiment extremes and capital flow inertia, Warren frames the U.S. not as a market without problems, but as the “cleanest dirty shirt” in a soiled global wardrobe—still investable, but only for those prepared to stay agile. 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.

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• The Hundred Year Pivot Ep. 3 - Russell Napier

  In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structural imbalances reshaping the global economic and monetary order. Russell lays out a powerful framework for understanding the unwinding of decades-long distortions—rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate. From the future of the U.S. dollar to the strategic role of gold and real assets, Russell offers a masterclass in navigating a world where preserving wealth demands foresight, flexibility, and a willingness to think far beyond the consensus as The Hundred Year Pivot forces us to completely change the way we think about the world around us and how we invest therein. 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.

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• The Hundred Year Pivot Ep. 2 - Neil Howe

  In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil Howe. What follows is a timely and thought-provoking conversation on generational theory and the turbulent state of not just the United States, but the entire world today. From rising partisanship and institutional decay to shifting cultural norms around religion, gender, and substance use, Neil unpacks the patterns he sees repeating—and what they might mean for the road ahead. We explore the defining characteristics of a Fourth Turning, why America and the rest of the world may already be deep into one, and what the implications could be both at home and on the world stage—including the possibility of a major confrontation with China. This is a deep dive into the forces reshaping our society with one of their keenest observers—and a disturbing look at what history tells us might come next. 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.

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• The Grant Williams Podcast Ep. 101 - Tian Yang

  In this thought-provoking episode, I’m joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump’s tariff policies to China’s underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape. Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe’s fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle. 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.

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