4.8 • 1.6K Ratings
🗓️ 8 October 2023
⏱️ 26 minutes
🧾️ Download 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 |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Grant Williams, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Grant Williams and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.