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The Grant Williams Podcast

The End Game Ep. 45 - James Aitken PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 23 October 2023

⏱️ 13 minutes

🧾️ Download transcript

Summary

Returning to The End Game is The Lord of the Dark Matter himself, James Aitken. Among the topics under discussion is the (under appreciated) potential for a normalization cycle by the Bank of Japan. James suggests the BOJ may attempt a policy rate normalization due to structural reforms and the need to revitalize the equity culture in Japan which, it’s fair to say, would send the horses scuttling from the barn. James also highlights the potential spillover effects and changes in incentives for Japanese savers, which could impact global bond markets and capital flows. 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 dime of your money into these crazy markets. tickets.

0:35.0

You're about to listen to a very special preview edition of the end game featuring as always,

0:41.0

my co-host Bill Flackenstein and our frequent guest

0:44.4

longtime contributor and great friend James Aikin of Aikkin Advisors.

0:48.0

It's been a long summer there's been a lot of travel so the end game has been on a bit of a

0:51.5

hiatus but we're back and it sounds based on

0:54.5

our conversation with James that there's an awful lot going on so I think you are

0:57.8

really gonna enjoy it this conversation with James. Every episode of the Grant

1:02.4

Williams Podcast including the end game, a super-triific happy hour,

1:05.2

a narrative game, this week in Doom, shifts happen, and Chaos Theory is available to

1:08.9

Copper and Silvertier subscribers at my website Grant-Williams.com. Copper-uteer subscribers could access to all the podcast while members of the Silver Tier get both

1:16.8

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

1:20.8

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

1:25.0

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

1:30.0

And now, on with the show. Welcome everybody to another edition of the end game with my two co-host because the third

1:46.1

one is way past being a guest now. Mr. Bill Flackenstein and Mr James Aiken.

1:50.3

Gentlemen, how are you Bill? You first, how are you mate?

1:52.3

I'm doing just fine and and I'm hoping

1:54.4

both of you two wonderful mates are doing as well as well is that my cue to cry a bit

1:59.7

I get bit teared up whenever bill says that yeah a little bit a little bit you've been on a tear this year you have been all over the

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