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The Grant Williams Podcast

The End Game Ep. 18 - 'Markets In Turmoil' Edition feat. Marc Cohodes & Dr. Ben Hunt

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 7 April 2021

⏱️ 80 minutes

🧾️ Download transcript

Summary

The uncovering of the Greensill fraud and the Archegos liquidation have rocked markets in recent weeks but, as always, the narrative around both of these events is woefully misguided. In this special 'Markets In Turmoil' edition of The End Game, Fleck and me are joined by Marc Cohodes and Dr. Ben Hunt to try and make sense of not just the movements this week as the Archegos unwind rippled through markets, but the potential fallout from Greensill's failure. We discuss the importance of each event to broader markets, how they came to be possible, what the real story behind the careful-constructed narrative appears to be as well as the likely ramifications.

Transcript

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0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed during the end

0:04.2

game should be considered as investment advice. This conversation is for informational and hopefully

0:09.8

entertainment purposes only, so while we hope you find it both informative and entertaining,

0:14.8

please do your own research or speak to a financial advisor before putting a dime of your money

0:19.7

into these crazy markets. And now, on with the show.

0:30.4

What you're about to hear is a Market's Intermoial edition of the end game. The uncovering of

0:42.7

the Greensill fraud and the Archiegos liquidation have rocked markets in recent weeks,

0:47.7

but as always, the narrative around both of these events is woefully misguided.

0:53.1

Joining Fleck and Me to help make sense of them are Mark Cajodes and Dr Ben Hunt.

0:58.4

We discuss the importance of each event to the broader markets,

1:01.4

how they came to be possible, what the real story behind a carefully constructed narrative

1:05.8

appears to be, as well as the likely ramifications. Every episode of the Grant Williams

1:11.2

podcast, including the end game, Super Terrific Happy Hour and the Narrative Game,

1:15.5

is available to copper and silver tier subscribers at my website, Grant-Williams.com.

1:22.3

Copper tier subscribers get access to all podcasts, while members of the Silver tier

1:26.6

get both the podcasts and my monthly newsletter things that make you go.

1:30.9

So, if you enjoy what you hear on the show and you want more high quality content like it,

1:35.6

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

1:41.7

And with that, please enjoy the show.

1:45.2

Well, welcome everybody to another edition of the end game. This is a very special

1:50.0

Market's Intermoial edition that Phil and I have decided really needs to do,

1:54.6

because obviously markets are in turmoil and there's chaos everywhere and what better way to

...

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