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The Grant Williams Podcast

The End Game Ep. 54 - Dan Oliver PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 2 February 2025

⏱️ 13 minutes

🧾️ Download transcript

Summary

In another captivating episode of The End Game Fleck and I are joined by returning special guest Dan Oliver for a deep dive into the current state of global financial markets as we explore the potential consequences of shifting liquidity dynamics and their impact on the financial landscape. Dan brings a wealth of knowledge to the table as he dissects the various sources of liquidity that are currently undergoing significant changes. From interest rate policies to the Federal Reserve’s balance sheet reduction and the Treasury’s management of its account, Dan paints a comprehensive picture of the challenges facing the financial system. Picking apart the intricate web of political dynamics between key financial institutions, Dan offers insights into the potential conflicts and hurdles that lie ahead and, as the discussion unfolds, we examine the broader implications of the bubble-like conditions in financial markets, drawing parallels to historical financial frenzies and their inevitable conclusions. 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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0:00.0

Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.

0:16.4

This conversation is for informational and hopefully entertainment purposes only.

0:20.2

So, while we hope you find

0:21.7

it both informative and entertaining, please do your own research or speak to a financial advisor

0:27.1

before putting a dime of your money into these crazy markets.

0:35.2

You're about to listen to a special preview edition of The End Game featuring Bill Feckenstein

0:39.9

and our very special guest, Dan Oliver, of Mermican Capital.

0:43.5

The catalyst for this discussion was a recent letter called Liquidity Reversing, which Dan published.

0:48.1

And as always, do with Dan's work, it's incredibly thought-provoking.

0:51.9

And this piece, perhaps even more so than some of the others, because its timing was, I thought, absolutely spot on the money.

0:58.3

So we decided to get Dan on to talk about liquidity, the problems of it, what happens when it reverses,

1:03.8

and all of that within the context of Dan's chosen field, which is the junior gold mining stocks.

1:08.9

This was a terrific conversation.

1:12.2

Every episode of the Grant Williams podcast, including the end game, super terrific happy hour,

1:15.8

the narrative game, this week in Doom, shifts happen, and chaos theory is available to

1:19.5

copper and silver tier subscribers at my website, grant dash williams.com.

1:25.0

Copper tier subscribers get access to all the podcasts,

1:30.4

while members of the silver tier get both the podcasts and my monthly newsletter, things that make you go,

1:32.9

hmm.

1:33.4

So, if you enjoy what you hear on the show

1:35.3

and you want more high-quality content like it,

1:37.9

then please make your way over to grant-dashwilliams.com

...

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