The End Game Ep. 55 - Fred Hickey PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 20 March 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Joining Fleck and me for the latest episode of The End Game is our mutual friend, Fred Hickey, the renowned High Tech Strategist. As always, Fted offers a compelling analysis of the gold and gold mining markets and, with gold tripling in price since its 2015 bottom and, while recent surges have been driven by geopolitical turmoil, money printing, and central bank buying, Fred cautions that the gold market may be overbought in the short-term and could face a correction. When it comes to gold mining stocks, Fred is highly selective, favoring well-run companies in safe jurisdictions with high-grade deposits and conservative management and he runs us through his favourites in the sector before the conversation shifts to Fred’s skepticism about the recent hype surrounding AI and generative AI. He views the space as an unsustainable bubble, driven by excessive spending and deteriorating economics at major tech companies and makes several bold prediction around how the AI bubble could lead to a broader market downturn. 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.
0:20.5	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.
0:35.4	You're about to listen to a very special preview edition of The Endgame featuring my co-host Bill
0:42.4	Fleckenstein and a very, very special guest, the inestimable Fred Hickey of the high-tech
0:47.7	strategist. Fred is, by general consensus, certainly 100% agree Bill and I, the best analyst
0:53.9	either of us have ever come across,
0:56.2	and he focuses on technology and gold mining stocks, which is a strange intersection. But if you
1:01.5	know the backstory for Fred, you'll understand how he left one and came to the other.
1:05.8	His work is truly extraordinary, as you're about to hear. And Bill and I quizzed him about
1:10.8	the gold market,
1:12.0	the silver market, and AI. And what he had to say was extraordinarily compelling.
1:16.9	Every episode of the Grant Williams podcast, including the end game, the super terrific
1:20.2	happy hour, the narrative game, this week in doom, shifts happen, and chaos theory is available
1:24.6	to copper and silver tier subscribers at my website, grant-dash-williams.com.
1:29.3	Copper-tier subscribers get access to all the podcasts, while members of Silver Tier get the
1:33.3	podcast and my monthly newsletter, things that make you go home.
1:36.4	So, if you enjoy what you're here on the show and you'd like more high-quality content
1:40.3	than like it, please make your way over to grant-dashwilliams.com and join our exciting community
1:44.9	today. And now, on with the show.
	...

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