The Grant Williams Podcast Ep. 95 - Thomas Thornton

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 10 March 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joining me for the latest episode of The Grant Williams Podcast is my old mate Tommy Thornton of Hedge Fund Telemetry and, in a market increasingly driven by speculation and the allure of quick riches, we discuss whether investors are playing a dangerous game as a “gambler’s mentality” grips Wall Street – making excessive risk and leverage the norm. Tommy also challenges the prevailing narrative of ever-rising stock prices and questions the disconnect between market valuations and the underlying fundamentals of many companies. From Nvidia’s AI-fueled ascent to the precarious perch of Tesla’s insane valuation, Tommy delves into the potential for market volatility to return with a vengeance, and the complex challenges facing the Federal Reserve and the economic policies of the incoming Trump administration. 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
0:36.8	preview edition of the Grant Williams podcast featuring my friend and very special guest Tommy Thornton of Hedge Fund Telemetry.
0:43.5	Tommy and I dug into markets from a macro and micro perspective, and as always, there was plenty to get our teeth into.
0:51.9	Every episode of the Grand Williams podcast, including the end game, the super terrific
0:54.9	happy out, the narrative game, this week in Doom, shifts happen, and chaos theory is available
0:59.2	to copper and silver tier subscribers at my website, grant-dash Williams.com.
1:03.9	Copperty subscribers get access to all the podcasts, while members of the Silvertier get both
1:08.2	the podcasts and my monthly newsletter, Things That Make You Go,
1:11.3	So, if you enjoy what you're here on the show and you want more high quality content like it,
1:16.0	then please make your way over to grant-dash Williams.com and join our exciting community today.
1:21.3	And now on with the show. Tom Thornton, my friend, how long has it been since you and I had a chance to catch up?
1:36.8	It's been a while.
1:37.5	It's been a while.
1:38.5	And I think we talked right at the height of COVID when everything was locked down.
1:44.8	And we couldn't imagine what was going to happen. right at the height of COVID when everything was locked down. Right.
1:45.0	And we couldn't imagine what was going to happen the next year, the next few years, and it's just been too long.
1:55.4	So I'm glad we're catching up.
1:56.8	It's been too long.
	...

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