The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 23 October 2022

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode Three of Shifts Happen focuses on a fast-moving world that seems to get trickier by the day. The importance of energy self-sufficiency is revealing itself and that is shifting the power from formerly strong hands into the hands of those once considered weaker players. The war in Ukraine is amplifying the situation in mainstream media headlines but, away from those, there is a balance sheet contest taking place that reveals an entirely different pecking order - one which potentially upends the global power structure. Western sovereign debt markets are now under immense pressure with liquidity concerns escalating dramatically and currencies starting to move in directions and at speeds that are confounding central banks. What happens next? Luke has a few ideas and, as always, they are pretty thought-provoking. Every episode of the Grant Williams podcast, including The End Game, Super Terrific Happy Hour, The Narrative Game, This Week In Doom and the new series, Shifts Happen, featuring Luke Gromen is available to Copper and Silver Tier subscribers at my website Grant dash Williams dot 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… So if you enjoy what you hear on this show and want more high-quality content like it, make your way over to Grant dash Williams dot com and join our exciting community today!

Transcript

Click on a timestamp to play from that location

0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.2	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	You're about to listen to a special preview edition of Shifts Happen featuring my co-host
0:43.2	and friend Luke Gromund of Forest for the Trees.
0:46.7	The situation in Russia is so much broader than what's going on in the battlefield and no
0:51.2	one has done a better job over the last 10 years.
0:54.6	In my mind, the Luke Gromund of laying out the enormous amount of puzzle pieces that
0:59.2	have been falling into place in terms of the global financial system and the challenges
1:02.8	to it.
1:03.8	The war in Ukraine has been nothing but an accelerant to that.
1:07.8	The path we've been on has been laid out in front of us for quite some time now and we
1:13.2	are now marching down it very, very rapidly.
1:16.4	So what follows is a conversation Luke and I had on Monday 10 October about all the various
1:22.4	things that are happening to try and put some perspective around what the real war in
1:27.0	Ukraine is.
1:28.0	We're not getting political.
1:29.6	This is not about the war itself but the war behind the war, which is the war going
1:33.4	on in the global financial system and it is, if you're interested in such things, quite
1:39.4	the story.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Grant Williams, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Grant Williams and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.