4.8 • 1.6K Ratings
🗓️ 2 February 2025
⏱️ 13 minutes
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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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