The End Game Ep. 16: Russell Clark - Preview

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 4 March 2021

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bill and Grant welcome Russell Clark of Russell Clark Investment Management to The End Game for a deeply fascinating discussion which draws on Russell’s wealth of knowledge about Japan to map the path taken by the Bank of Japan and attempt to figure out what clues it can offer us as to the ultimate End Game. Russell details his experiences trying to buy JGBs and the lightbulb moment he experienced during the process and digs deep into the connection between food prices and inflation – explaining just how important (and misunderstood) the food complex is by most investors. What follows is another conversation guaranteed to send you in a totally different direction in your own search for The End Game...

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
0:29.7	markets.
0:30.7	And now, on with the show.
0:38.0	What you're about to hear is a special preview of the most recent episode of the endgame,
0:42.6	as Bill Fleckin's down in eye, welcome Russell Clark to the show.
0:46.4	What follows is a deeply fascinating conversation about Japan's experience with monetary policy
0:51.4	and deflation, as well as Russell's thoughts on the misunderstood importance of food prices
0:56.4	in the inflation-deflation debate.
0:59.2	This conversation will open your eyes to an entirely new way of thinking about what is perhaps
1:04.0	the most important question facing investors today.
1:08.2	Every episode of the Grant Williams podcast, including the endgame, the super terrific
1:11.8	happy hour and the narrative game is available to copper and silver tier subscribers at
1:16.3	my website, Grant-Williams.com.
1:20.0	Proteer subscribers get access to all the podcasts, while members of the silver tier get both
1:24.5	the podcasts and my monthly newsletter, things that make you go.
1:28.4	So, if you enjoy what you hear on this show and you want more high quality content like
1:32.3	it, please make your way over to Grant-Williams.com and join our exciting community today.
1:49.0	Welcome everybody to another edition of the endgame, joining me as always, the great,
	...

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