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The Grant Williams Podcast

The Grant Williams Podcast: Daniel Want, Prerequisite Capital Management - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 14 September 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia. Daniel is truly a unique thinker - something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in person several years ago in Sydney. After watching a recent Investment Committee meeting Daniel very kindly shared with me, I wanted to have him join me on the podcast to allow a wider audience to understand his framework and current thinking. What followed was yet another eye-opening discussion which, I suspect, will have you rethinking many aspects of your own investment framework. As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice. This conversation is for informational and hopefully

0:19.0

entertainment purposes only. So while we hope you find it both informative and entertaining,

0:24.1

please do your own research or speak to a financial advisor before putting a dime of your

0:28.7

money into these crazy markets.

0:37.8

You're about to listen to a special preview edition of The Grump Williams Podcast featuring

0:41.6

my very special guest, Daniel Wont, of prerequisite capital management in Brisbane, Australia.

0:47.7

Daniel is a remarkably thoughtful investor who never fails to leave me with an awful lot

0:51.8

to ponder whenever we chat. If you're not familiar with his work, I suspect this conversation

0:56.0

will simultaneously open your eyes and blow your mind as it did mine. Every episode of The

1:01.3

Grump Williams Podcast, including the end game, the super terrific happy hour and the narrative

1:05.1

game, is available to copper and silver tier subscribers at my website, grant-Williams.com.

1:11.5

Copper tier subscribers get access to all podcasts while members of the silver tier get both the

1:15.8

podcasts and my monthly newsletter, things that make you go, hmm. So if you enjoy what you hear on

1:21.0

this show and we have more high quality content like it, please make your way over to grant-Williams

1:25.8

dot com and join our exciting community today. And with that, please enjoy the show.

1:39.2

Daniel, it's so good to see you again, mate. It's been way too long. Thanks for taking the time

1:42.8

early on a Saturday morning for you to do this with me. Yeah, no, it's good to catch up again.

1:47.6

Yeah, it must be, it must be probably four, maybe five years since we sat down in Sydney for a chat.

1:54.0

Oh, yeah. Now sitting down face to back face, that definitely feels like an eternity ago.

1:58.9

Yeah, no, exactly right. Well, there's a bunch of stuff I want to talk to you about today. But

2:02.8

before we get into that, and there's one specific thing that I really, really want to dig into with

...

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