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The Grant Williams Podcast

Super Terrific Happy Hour Ep. 19 - How do you solve a problem like inflation?

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 8 October 2023

⏱️ 26 minutes

🧾️ Download transcript

Summary

In the latest episode of The Super Terrific Happy Hour, Steph and Grant are joined by an all-star panel of guests to discuss the macro environment as it pertains to inflation and how each of them is using their vast experience to position themselves correctly for the way they see the inflationary pulse playing out. James Davolos of Horizon Kinetics, Adam Rozencwajg of Goehring & Rozencwajg and Dave Iben of Kopernik Global Investors join forces to offer a series of hugely enlightening perspectives about where the world finds itself, how we got here and, importantly, not only where we’re headed, but what to do about it. Super? Yep. Terrific? Absolutely. Happy? You will be. Come and join us. 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.

Transcript

Click on a timestamp to play from that location

0:16.0

Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.

0:20.0

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 edition of the Super Terrific Happy Hour,

0:40.7

featuring the delightful Stephanie Pomboy and three very special guests, Dave Iaman

0:46.2

of Copernic Global, Adam Rosenzweig, of Going and Rosenzweig and James de Volus of Horizon

0:50.9

Kinetics. We had the idea to put this little panel together to discuss

0:55.8

inflation. All three gentlemen and their firms have done some extraordinary work on the subject of inflation.

1:01.1

They've written some fantastic stuff which you should

1:03.5

absolutely delve into you'll find them at copernic global.com go Rosen g o-r-o-z-e-n-e-n-t-n-t-k-e-n-tong and horizon kinetics

1:11.0

dot com I would urge you to read the writings of all three firms because it's fantastic.

1:15.8

And as I said the subject at hand here is inflation. We're going to talk to all three guys

1:21.6

about how they think about the macro backdrop for inflation and also get into some of the ways they think it makes sense to play the continuation of inflation that they all seem to think is inevitable.

1:35.2

Every episode of the Grant Williams podcast including the end game, the Super Terrific

1:38.3

Happy Hour, the Narrative Game, this week in Doom, shifts happen and Chaos Theory is available to Copper and Silver Tier subscribers at my website

1:45.6

Grant-Williams.com. Copper-tier subscribers get access to all the podcasts, while members of the Silver Tier

1:51.2

get both the podcast and my monthly newsletter, Things that Make You Go Home.

1:55.0

So if you enjoy what you're here on this show and you'd like more high quality content like it, then please

2:00.0

make your way over to Grant-Williams.com and join an exciting community today.

2:04.4

And now, on with the show. Welcome everybody to another edition of the super terrific happier joining me as

2:20.3

always whenever the world is super and terrific it normally means that

2:24.0

Steph form was around because that makes me happy so stiff how are you well it's

2:27.2

super and terrific to be with you thank you for arranging this this is great I'm

...

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