4.8 • 1.6K Ratings
🗓️ 6 March 2025
⏱️ 48 minutes
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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. |
0:06.1 | This conversation is for informational and hopefully entertainment purposes only. |
0:10.2 | So, while we hope you find it both informative and entertaining, please do your own research or speak to a financial advisor |
0:16.8 | before putting a dime of your money into these crazy markets. |
0:20.4 | And now, on with the show. |
0:35.8 | Welcome, everybody, to a long overdue episode of The Narrative Game with my co-host, the |
0:42.7 | great, the good Ben Hunt. Ben, I have missed you, my friend. It's been a long, long time, way |
0:47.2 | too long, and we've both been so busy. We have, and the feeling is very mutual. It's been too |
0:51.3 | long and missed you very much, Grant. Now, I normally have a pretty good |
0:54.7 | idea where I want to start with these conversations, but, you know, at the moment, I'm increasingly |
0:59.7 | baffled and bewildered. I mean, I'm not, because I get it, right, but the speed with which |
1:04.4 | things are happening and the, frankly, the ease with which people are being herded into all the places that you've been warning for |
1:12.2 | many, many years that they're going to be herded is astonishing to me. And I guess the place |
1:16.4 | I want to start with this is this unbelievable note you published yesterday. We're recording |
1:20.2 | this on, well, for me, I'm a day ahead of you on Thursday to 20th. For you, it's the 19th. |
1:24.9 | It'll never be me. I read that piece. It was literally the first thing I read |
1:28.8 | when I woke up yesterday morning. And to me, it was characteristically beautifully written, |
1:34.5 | but it was really, really important. And I wanted to talk to you about it. And I wanted to talk |
1:39.4 | to you about the reaction that you've seen and that I've seen from it, because I think that is |
1:43.2 | telling too. But for anyone that hasn't read from it because I think that is telling too. |
1:44.8 | But for anyone that hasn't read it, and I'll put all kinds of links in the transcripts so they do, |
1:49.4 | just walk us through, A, what made you write that piece, and then walk us through the thrust of it so we can talk about it. |
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