The End Game Ep. 50 - Le Shrub PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 15 July 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of The End Game, Bill and Grant are joined by the excellent “Le Shrub,” an anonymous Twitter account both of us have followed religiously for several years. Le Shrub discusses his approach to investing and his use of social media as a feedback loop mechanism. He also shares his views on Japan’s monetary policy, the role of gold and real assets as hedges against fiscal recklessness, and the potential for a market crash after the US election. We discuss the importance of having an outsized allocation to commodities and cash-flowing assets to protect against the risks posed by policymakers’ monetary and fiscal policies, and the significance of certain events, such as the South African elections and the recent Freddie Mac proposal, in shaping market dynamics. 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.
0:42.0	You're back to listen to a special preview edition of the end game featuring the great Bill Fleckenstein and our very special guest, Lushrub of Shrubstak.com.
0:45.0	Shrub is our second anonymous guest
0:47.3	in the last couple of episodes.
0:48.1	And this one, like that last episode
0:49.9	with Power and Macro was an absolute treat.
0:52.0	It was cut short, unfortunately, due to time constraints on my side,
0:55.2	but the shrub has promised to come back
0:56.7	and continue the conversation at a later day.
0:59.5	Every episode of the Grant Williams podcast,
1:01.0	including the end game,traffic Happy Hour, The
1:03.1	narrative game this week in Doom, shifts happen and of course Chaos Theory is
1:07.2	available to Copper and Silver Tier subscribers at my website Grant-Williams
1:11.5	dot com. Copper tier subscribers get access to all the podcasts while members of the Silver Tier get both
1:17.6	the podcasts and my monthly newsletter things that make you go hmm.
1:20.5	So if you enjoy what you're here on the show and you'd like more high quality
1:25.0	content like it then please make your way over to go on dash Williams.com and
1:28.6	join our excited community today and, one with the shot.
1:33.0	Welcome to the show. Welcome everybody to another edition of the end game joining me as always on
1:46.2	our search for whatever the hell happens next is the man himself Bill Flackenstein
	...

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