The End Game Ep. 37 - Gerard Minack PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 30 October 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 37 of The End Game sees Bill and Grant welcome back Gerard Minack of Minack Advisors for a discussion on the current market environment, the reality of the inflationary pulse upending markets and the path Gerard believes we take from here. Gerard’s one-man mission to convince the world that Central Bankers aren’t responsible for the unfolding disaster in financial markets runs headlong into a man with a hammer to whom everything looks like a nail in Fleck but the case Gerard makes is extremely thought-provoking. As Gerard says, investor sentiment is a three-month trailing average of the price action and, with that as a backdrop, we pick apart recent price action and dig into the ocean of data that Gerard parses for his clients in order to try and figure out what comes next... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up 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.
0:32.6	You're about to listen to a special preview edition of the end game featuring my co-host
0:41.6	Bill Thecconstein and a very special returning guest, Gerard Minneck of Minneck Advisors in
0:46.0	Sydney, Australia.
0:47.0	In the midst of a trip to the US, Gerard takes time out to share the conversations he's
0:51.2	been having to offer his thoughts on the stickiness of inflation and explain why he sees
0:55.4	no chance of a fed pivot anytime soon.
0:58.2	Something which means markets, particularly equity markets, are dramatically mispricing.
1:03.8	Every episode of the Grand Williams Podcast, including the end game, Super-Trivic Happy
1:07.1	Hour and Narrative Game, this week in Doom and Shifts Happen, is available to Copper
1:11.6	and Silver Tear Subscribers at my website, GrandBeschWilliams.com.
1:15.9	Copper Tear Subscribers can access to all the podcasts, while members of the Silver Tear
1:19.6	get both the podcasts and my monthly newsletter of things that make you go.
1:23.8	So if you enjoy what you're here on the show and you want more high quality content like
1:26.8	it, then please make your way over to GrandDeschWilliams.com and join our exciting community today.
1:32.6	And now, on with the show.
1:44.4	How are you, Gerard? How are the meetings going?
1:46.0	Yeah, not bad. I mean, you know, my sentiment is just a three month trailing average of the
	...

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