The Grant Williams Podcast Ep. 93 - Steve Diggle

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 21 February 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the latest episode of The Grant Williams Podcast, Steve Diggle of Vulpes Investment Management discusses his return to the volatility trading space after a 14-year hiatus. Steve cites several key factors that have led him to believe the risk-reward dynamic for downside hedging is now more favorable, including elevated market valuations, reduced central bank intervention capabilities, and the unpredictability of the Trump administration. Steve also provides an update on the biotech industry, which has faced significant challenges in the post-COVID environment. He sees an unprecedented opportunity to invest in promising biotech companies whose valuations have collapsed, though caveat emptor, as the level of complexity and risk involved is significant.If Steve is right, markets are facing heightened uncertainty that could lead to significantly increased volatility-a situation which makes the timing perfect for his ‘particular set of skills’ as downside protection strategies become first more attractive, and then imperative. 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.
0:16.1	This conversation is for informational and hopefully entertainment purposes only.
0:20.2	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
0:37.1	preview edition of the Grant Williams podcast featuring my friend Steve Diggle of Vulper's Investment Management in Singapore.
0:44.0	Two subjects at hand for this conversation. The first is Steve's long-awaited return to volatility after 15 years away.
0:50.5	I wanted to find out why he's back, what he sees that he thinks makes this a viable strategy again. And secondly, the biotech sector which Steve has spent an awful lot of time in
0:59.6	and which always has a fascinating dynamic and perhaps now even more so. Every episode of the
1:05.1	Grant Williams podcast, including the end game, the Superdrific Happy Hour, the narrative game,
1:08.7	This Week in Doom, Shifts Happen and Chaos Theory is available to copper and silver tier subscribers at my website, grant-dash-williams.com.
1:16.3	Copper-tier subscribers get access to all the podcasts, while members of the Silver Tier
1:20.0	get both the podcasts and my monthly newsletter things that make you go home.
1:23.9	So if you enjoy what you hear on the show and you'd like more high quality content like it,
1:27.7	then please make your way over to Grant slash Williams.com and join our exciting community today.
1:32.7	And now, on with the show.
1:43.4	Steve Diggle.
1:46.3	Hi, mate. Welcome back to the podcast. Good to see you.
1:50.5	Thank you very much, Grant. And happy Valentine's Day. It's actually a day after the day after the day. Stay where you are. Yes. Yes. It's the post-Vantanthines morning.
1:55.1	Exactly. I'm spending my, my Valentine's evening speaking to you. it says a lot about my social life. But anyway. Well, Steve, what can I tell you? What can I tell you? You reach a certain part in life and
2:04.3	it becomes less important, I'm told. Hey, it's, I mean, a lot of people would be very
2:09.9	envious that I'm spending my Valentine's Day with you, Grant. But thankfully, they're all
	...

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