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 special preview edition of the Grant Williams Podcast,

featuring my very special returning guest, Dan Oliver of Mummicken Capital. Dan's

encyclopedic knowledge of federal history was the foundation for an absolutely riveting

conversation in which he explained where we've been, how we got here, and importantly where

he thinks we're headed. And while it may have made for distinctly uncomfortable listening,

information in this dense hour-long conversation will, I suspect, prove utterly invaluable.

Every episode of the Grant Williams Podcast, including the endgame, a super terrific happy hour,

the narrative game, this we can do and shift happen is available to copper and silver tier

subscribers at my website, grant-Williams.com. Copper tier subscribers 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, hmm, so if you enjoy what you're here on the show and you want more high

quality content like it, then please make your way over to grant-Williams.com and join our exciting

community today. And with that, bottom of the show.

Well, Dan, make welcome back to the podcast. Last time you joined Bill and I for the endgame,

this time it's just you and me and it was, it was almost a year ago, I think, to the day that we

had our first conversation, I think we're a couple of weeks past that. And what an interesting year

it's been. It's amazing. I mean, following the credit cycle for so long and they're actually

...