Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.

This conversation is for informational and hopefully entertainment purposes only.

So while we hope you find

it both informative and entertaining, please do your own research or speak to a financial advisor

before putting a dime of your money into these crazy markets. You're about to listen to a

very special preview edition of the Grant Williams podcast

featuring my very special guest Julian Garon of Macro Strategy in the UK.

Subject to hand is artificial intelligence and in particular the massive bubble that Julian

sees forming in AI spend around LLMs, the Nvidia round-tripping, Open AI, all of it.

It's an extraordinary conversation that was born of a piece of work that I came across of

Julian's a few weeks ago, and after reading it, I just had to get him on the podcast, so I'm

delighted that he's agreed to join me.

Every episode of the Grant Williams podcast, including the end game, the super

terrific happy hour, the narrative game, this week in Doom, shifts happen, chaos theory

and the 100-year pivot is available to copper and silver tier subscribers at my website,

grant-dash-williams.com.

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

get both the podcasts

and my monthly newsletter, things that make you go.

So if you enjoy what you're here on the show

and you'd like more high-quality content like it,

then please make a way over to grant-wiliams.com

...