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The Grant Williams Podcast

The Grant Williams Podcast: Dylan Grice, Calderwood Capital - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 8 July 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

My guest this week is the founder of Calderwood Capital, the author of Popular Delusions and my friend, Dylan Grice. Dylan’s ability to not only think about the financial world in unconventional ways, but to communicate those thoughts clearly and effectively has placed his writing in the very top echelon of the research world. Now, with the founding of Calderwood Capital, Dylan has an investment vehicle through which he can take advantage of his unique, idiosyncratic ideas. In this conversation, we hear Dylan’s views on the inflation/deflation debate, his thoughts on Uranium’s place in the ESG debate and how, in order for investors to take advantage of the opportunities currently presented by the markets, they likely need to get more creative and go to places which might make them feel uncomfortable. We also take advantage of Dylan dropping the C-bomb to discuss you-know-what... As a reminder, Silver Tier subscribers to https://www.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 so sign up today!

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.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

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.

0:38.6

You're about to listen to a special preview edition of the Grant Williams podcast featuring

0:42.2

my good friend, Dylan Grice.

0:44.4

In this podcast, we discuss the founding of Coldwood Capital, Dylan's New Venture, which

0:48.2

combines his extraordinary research with an investment vehicle, the ongoing inflation

0:52.5

versus deflation debate, Dylan's thoughts on where Uranium fits within the ESG narrative

0:57.7

and of course the world of cryptocurrencies.

1:00.1

As always, Dylan is engaging, thought-provoking and insightful with plenty of his trademarks

1:05.1

got his humour thrown in for good measure.

1:07.6

If you're already a fan of Dylan's, then this conversation is everything you'd want

1:10.8

from him and more.

1:11.8

But if you're new to his work, then just sit back and enjoy what you're about to hear.

1:16.5

Every episode of the Grant Williams podcast, including the endgame, the super terrific

1:19.7

happier, and the narrative game is available to copper and silver tier subscribers at

1:24.6

my website, Grant-Williams.com.

1:27.9

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

1:32.4

the podcasts and my monthly newsletter, things that make you go humm.

1:36.4

So if you enjoy what you hear on the show and you want more high quality content like

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