The End Game Ep. 47 - The Two Mikes PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 26 January 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Returning to The End Game as we begin the year with a bang are the brains behind Simplify, The Two Mikes, Green & Taylor who take turns picking apart just about ever facet of the financial and political spectrum. From the growth of passive investing and its potential impact on the market to the importance of understanding the holdings and flows of passive funds, The Two Mikes hold court in typically forthright fashion. Also under the microscope are the behavior of stocks like Tesla and Apple, and how fundamental valuations will eventually come into play. The conversation then shifts to the influence of politics on the market, with a focus on the actions of the Treasury and the potential impact of the upcoming election. Finally, we discuss the role of the Federal Reserve and its recent policies, somehow managing to trigger just about every group along the way. 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

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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 are about to listen to a special preview edition of the End Game,
0:39.0	featuring my co-host Bill Fleckenstein
0:41.0	and our very special returning guests Mike Taylor and Mike
0:44.9	Green of Simplify Asset Management in the US. Both mics have had a slew of
0:49.9	request for us to get back on so we thought what better way to start the New Year
0:52.4	than to have both of them on at the same time to kick things off for 2024.
0:56.7	The conversation was wide-ranging it was incredibly thought-provoking and it touched upon a whole load of issues that will no doubt
1:05.1	trigger just about everybody but it was a fascinating conversation and one that I
1:09.2	personally thoroughly enjoyed every episode of the Grant Williams Podcast, including the end game, Super Trippic Happy Hour, The
1:15.3	Narrative Game, This Week in Doom, Shifts Happen, and Chaos Theory is available to Copper
1:20.0	and Silverte Subscribers at my website Grant-Williams.
1:22.8	Comteate subscribers get access to all the podcasts,
1:26.3	while members of the Silverteer get both the podcast
1:28.3	and my monthly newsletter things that make you go, hmm.
1:31.2	So if you enjoy what you're here on the show and you want more high quality
1:34.4	content like it then please make the way over to grant dash Williams.com and join our
1:38.7	exciting community today and now on with the show.
1:43.0	The two mics,
1:54.4	mics. Welcome back to the end-game both you.
	...

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