Super Terrific Happy Hour Ep. 12 - F-Bombs

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 25 July 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Super Terrific Happy Hour returns with Steph Pomboy up a mountain in bear country contemplating all kinds of fascinating data points and dissecting them in her own inimitable way. The conversation is filled with F-bombs as Grant and Steph ponder a cornucopia of topics from fundamentals to ‘flations to the Fed, froth and flawlessness (or lack of it). Steph busts out some remarkable stats that will have you scratching your head as you watch markets look through the reality and embrace the fantasy that all is well and there’s nothing to worry about. The housing market comes under the microscope as does the vital importance of the investing public embracing the idea that inflation is ‘transitory’. There’s something for everyone in this edition of the Super Terrific Happy Hour so dive on in... Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, and The Narrative Game, 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!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:38.8	You're about to listen to a special preview edition of the Grant Williams podcast featuring
0:42.4	my co-host of The Super Terrific Happy Hour, The Wonderful Stephanie Pomboi.
0:47.2	This week, Stephanie find herself up to her next in F-bombs as we search through the
0:52.0	investment landscape looking for a little sanity in an increasingly insane world.
0:57.3	Fundamentals, flasians, the Fed, Froth and flawlessness all come under the microscope
1:02.3	as Steph highlights some rather inconvenient data points which conflict mightily with the
1:06.6	generally accepted market narrative fostered by a series of new all-time highs.
1:14.6	Every episode of the Grant Williams podcast including The End Game, The Super Terrific Happy
1:18.3	Hour and The Narrative Game is available to copper and silveteer subscribers at my website
1:23.2	grant-williams.com.
1:25.8	Copper-deer subscribers get access to all the podcasts, while members of the silveteer
1:29.8	get both the podcasts and my monthly newsletter Things That Make You Go.
1:34.5	So if you enjoy what you hear on the show and you want more high quality content like
1:38.2	it, please make your way over to grant-williams.com and join our exciting community today.
1:44.7	And with that, please enjoy the show.
1:48.8	Welcome everybody to another Super Terrific Happy Hour.
1:55.6	Joining me as always to make the hour, all three of those things, is the effervescent
	...

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