The Grant Williams Podcast

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.

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.

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.

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.

This is a brand new podcast series for which I’ve teamed up with my good friend Demetri Kofinas, to explore and understand the changing world around us. Welcome to The Hundred Year Pivot. This joint effort is based on a shared belief that we are living through a once-in-a-century reordering - geopolitical, economic, moral, even spiritual. Everything – our families, societies, and governments- depends on us getting it right. Demetri and I invite you to join us as we develop novel maps and investment frameworks to help us navigate: • The breakdown of our existing political and social systems of organization and control • The emergence of new economic, financial, and monetary trading blocks • The reprioritization of national and economic security • The channeling of national savings into a new military and technological arms race • The development of a new investment paradigm with historic implications for investors Together, Demetri and I will be speaking with the smartest, most thoughtful people we know to help us chart a path through this gathering storm as we seek to position ourselves, our organizations, and our families for the changes to come. 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.

In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his predictions suggest that their industry may become obsolete. We also discuss the possibility that policymakers either don’t understand the situation, refuse to acknowledge it, or are too deep in to change course, and Luke also highlights the need for a new benchmark for pristine collateral, which he believes will be gold. Also under the microscope is the latest CBO report, which shows the need for a “super bubble” in the US, and Luke offers an explanation as to why he believes a recession in the US is unlikely. Finally, we conclude by looking at the potential outcomes of the current fiscal situation, including the possibility of retrenchment and reshoring or a dangerous escalation leading to nuclear war. Plenty to think about here with Luke once again on top form. 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.

A long-overdue episode seven of Shifts Happen sees Luke Gromen return to discuss the pace at which three things are happening: the acceleration of the US fiscal crisis and debt spiral, the Fed’s policy mistake of not letting inflation run hot enough, and the de-dollarization of global oil markets. Luke explains that China needs to de-dollarize its oil imports and commodity imports to avoid a currency crisis, which is driving the de-dollarization of global oil markets and also highlights the importance of gold in this process, as China needs gold to work in order to improve its standards of living and avoid a crisis. Luke believes gold will continue to rise in price, and that the pace of events is accelerating towards a US fiscal crisis. He explains the US is facing a fiscal crisis due to its high debt and deficits, and the lack of price-sensitive buyers for its treasuries and that the Fed’s choice is not inflation or deflation, but rather how it wants to lose the long end of the yield curve Plenty of food for thought here with Luke on fine form. 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 subject at hand in episode six of Shifts Happen is the potential for a new commodity-backed BRICS currency and, joining us to kick the idea around is Josh Crumb, Founder and CEO of Abaxx Technologies. Through his work at Abaxx, Josh is perfectly placed to discuss the importance of physical settlement in the commodity markets and the practical limitations of introducing a currency that requires settlement through physical transfer. Also up for discussion is the wider connection between energy and interest rates as Josh shares with us the lessons learned from decades of experience, with his diverse background as a mining engineer, trader and the Co-Founder of Goldmoney, giving him a rare perspective into the significant change taking place in the world of commodities.   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.

Episode Five of Shifts Happen brings into focus the recent 'quickening' around the de-dollarization narrative and the impossible-to-ignore elevation in comments from world leaders questioning the logic underpinning their forced adoption of the US dollar in many cross-border trades. From the numerous bilateral trade agreements being struck that circumvent the dollar to the rising percentage of cross border trade being conducted by China in renminbi, Grant and Luke discuss the crucial difference between the dollar as a reserve currency and its role as a reserve asset - one of which is coming under significant threat, one of which remains rock solid. The extraordinary level of dogmatism on both sides of the argument comes under the microscope and Luke turns to Lucille Ball for an analogy which provides the perfect illustration of the problem facing the US Treasury. Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot 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… So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players. The war in Ukraine is amplifying the situation in mainstream media headlines but, away from those, there is a balance sheet contest taking place that reveals an entirely different pecking order - one which potentially upends the global power structure. Western sovereign debt markets are now under immense pressure with liquidity concerns escalating dramatically and currencies starting to move in directions and at speeds that are confounding central banks. What happens next? Luke has a few ideas and, as always, they are pretty thought-provoking. Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot 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… So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

Episode Two of Shifts Happen shines a spotlight on the shift between the ‘paper’ markets and the ‘real’ markets as the importance of energy supplies becomes ever more apparent in a world where battle lines are being drawn, supply lines are being stretched and, in the case of the EU, economic suicide is being committed. What happens to the dollar? Will the US balance of payments finally start to matter and what are the chances of a hyperinflationary outcome? All of these questions and more are pondered in the wake of the surprising strength of the rouble and the increasing inflationary pressure being heaped upon Western governments who can’t seem to get out of their own way. Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot 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… So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

Doomberg  and I discuss various topics including Donald Trump’s golf swing and the potential importance of his recent round with Bryson DeChambeau, the assassination attempt made on Trump’s life the week prior to its airing on YouTube, conspiracy theories surrounding the Kennedy assassination, the standing down of Joe Biden, and the potential nomination of Kamala Harris and the conspicuous lack of media coverage since these major upheavals in American politics took place. This one will no doubt set a few tongues wagging and probably drive plenty of emails from those energized by the subject matter but, at the end of the day, please try to remember that I’m just a boy, standing in front of a Green Chicken, asking it to talk to me. 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.

In the latest episode of This Week In Doom, Grant and Doomberg turn their focus to China’s strategic push to become self-sufficient in semiconductor technology, drawing parallels to its successes in electric vehicles and solar energy. Along the way, Doomberg highlights China’s use of intellectual property theft and internal competition to establish national champions like Huawei and we also cover the geopolitical implications of U.S. and European sanctions on China, emphasizing the potential for China to dominate despite Western efforts. Finally, we pick apart the shifting global power dynamics, particularly the weakening of U.S. dollar hegemony and the strengthening alliance between China, Russia, and the global south as we try our hardest to figure out what the hell happens 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.

Join Doomberg and I as we discuss several topics sure to stir even the most languid of blood including the ongoing conflict between Russia and Ukraine, the changing nature of warfare with the rise of drone technology, and the concept of peak cheap oil. Doomberg’s argument that peak cheap oil is a fallacy and that human ingenuity will always find ways to extract and produce more hydrocarbons has garnered plenty of attention (and pushback) in recent weeks so here’s another chance to understand why and to hear about the backlash they received for their views on the matter. Finally, just when you think we’ve run out of controversial subjects, the conversation turns to an upcoming piece on the assault on climate denialism and the labeling of certain views as hate speech…   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 Green Chicken is back to discuss three excellent recent pieces spanning Western sanctions against Russian oil and their unintended consequences, the preposterous words of a high-ranking member of the US House Ways & Means committee around the 'creation' of hydrogen and the ongoing attempts to wean the world off a diet of meat. As always, Doomberg brings a little much-needed sanity to the debates around all three issues, using outdated concepts such as science and common sense to debunk much of what mainstream media is force-feeding its consumers. As the world around us gets a little more unhinged with each passing day, we're fortunate to be able to call upon a cartoon fowl to provide a little perspective. 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.

In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh's article about the destruction of the Nord Stream Pipeline. As always, Doomie doesn't shy away from offering a thoughtful and well-researched appraisal of both events and, as always, the team's assessments have stirred up plenty of emotion amongst their readership. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game 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.

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU's creaking energy policy, the effects of sanctions against Russia in the wake of the invasion of Ukraine and what it all means for the future of Europe. In a two-hour debate filled with insightful analysis, respectful disagreement and thoughtful perspective, we explored multiple facets of the current situation, picked apart the potential outcomes and tried to handicap the likely paths that may be taken from here. Finally, as the discussion turned to Germany's role in how this all plays out, we welcomed Sir Steven who gave us the benefit of his near-30 years experience building and operating businesses in Germany.

On the seventh episode of This Week In Doom, Grant and The Green Chicken take a dive into some of the recent pieces published by the Doomberg team, zeroing in on ludicrous energy policies, the real definition of the scientific method, the move to censor open debate, the strength of the Russian Ruble and tactics the Biden administration should implement in order defeat Vladimir Putin Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game 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.

On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a $60 billion meltdown. Joining us are two high profile critics of the crypto space, Bennett Tomlin and George Noble. Bennett and his co-host Cas Piancey have been at the forefront of thoughtful criticism of the cryptoverse with their excellent podcast, Crypto Critics Corner, while George has taken the bit between his teeth on behalf of Wall Street and become an Establishment lightning rod determined to force regulators into action. As always, the subject leads to raised voices and inflamed passions but... would you want it any other way? Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game 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.

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week. In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks. From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience... Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, 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.