The Grant Williams Podcast Ep. 101 - Tian Yang

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 7 May 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this thought-provoking episode, I’m joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump’s tariff policies to China’s underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape. Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe’s fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle. 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. You're about to listen to a special
0:37.0	preview edition of the Grant Williams podcast featuring my very special guest and my good mate Tianyang of Variant Perception in London.
0:44.3	On the table are the tariffs, Trump, China, interest rates, recessions, depressions, supply chains, Europe, currencies, a little bit of everything covered in this
0:54.6	conversation, which was really, really enjoyable and hugely informative, so I hope you
0:59.7	enjoy it.
1:00.8	Every episode of the Grant Williams podcast, including the end game, the super terrific happy
1:04.1	hour, the narrative game, this week in Doom, shifts happen, chaos theory, and my new series
1:08.4	with Dmitri Kaffinus, The Hundred Year Pivot,
1:15.2	is available to copper and silver tier subscribers at my website, grant-dash-williams.com.
1:19.4	Copper tier, get access to all the podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, things that make you go home.
1:23.6	So, if you enjoy what you're here on the podcast and you'd like more high quality content like it, then please make a way over to grantwilliams.com and join our excited community today.
1:33.0	And with that, on with the show.
1:43.3	Jen, welcome again to the podcast, my friend. It's been a while. I'm delighted to see you.
1:48.0	Yeah, likewise, guys will be back. It's a very different world to the one you and I last sat around in
1:53.0	West London and talked about. And the change is coming not only thick and fast, but there's big
1:58.2	changes happening that tend to catch a lot of people off guard.
2:01.7	You guys at VP have written some great stuff lately, particularly the piece you wrote about
2:05.7	lessons from previous crises I thought was really, really helpful. Let's take a big picture
	...

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