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The Grant Williams Podcast

This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 6 September 2022

⏱️ 124 minutes

🧾️ Download transcript

Summary

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU’s creaking energy policy, the effects of sanctions against Russia in the wake of the invasion of Ukraine and what it all means for the future of Europe. In a two-hour debate filled with insightful analysis, respectful disagreement and thoughtful perspective, we explored multiple facets of the current situation, picked apart the potential outcomes and tried to handicap the likely paths that may be taken from here. Finally, as the discussion turned to Germany’s role in how this all plays out, we welcomed Sir Steven who gave us the benefit of his near-30 years experience building and operating businesses in Germany.

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

0:14.1

be considered as investment advice. This conversation is for informational and hopefully

0:19.0

entertainment purposes only, so while we hope you find it both informative and entertaining,

0:24.1

please do your own research or speak to a financial advisor before putting a dime of your

0:28.7

money into these crazy markets. And now, on with the show.

0:48.6

Well, welcome everybody to the very special edition of This Weekendium featuring my co-host,

0:54.2

the one and only green chicken himself, do you work? Hi mate, how are you?

0:57.5

Grant, I'm doing great, how are you? Very, very well, very excited for this conversation,

1:01.8

I have to say. We have three guests joining us shortly. Each of them is brilliant in their own

1:07.5

right and say three guests, one of them is you. For each of them is brilliant, they're

1:12.5

over right. We are being joined by our mutual friend Luke Grommon, of Forest for the Trees,

1:18.1

and also the brilliant Marco Pappic of Clock Tower Group out in Santa Monica. And the genesis

1:24.6

of this has been an awful lot of back and forth that we've seen on Twitter and the media,

1:28.7

and Fin Twitt, all about Europe and the insane energy policies going on over there,

1:35.0

something about which you've written so brilliantly a couple of times in recent months.

1:39.5

So, you know, it just felt like it was time to try and get three very diverse opinions together

1:45.5

and see if we can thrash out some semblance of what the hell's going on doing.

1:49.0

Yeah, no, it was a really fantastic discussion and unique form. And as you say,

1:53.5

Marco sort of had a different viewpoint that perhaps the top was in as far as the crisis in

1:58.0

Europe. And then on the sort of more doomy side was me and I would put Luke sort of closer to

2:04.0

Bloomberg, but still on the side of more pain to come for Europe. But it was a classic example

2:10.1

of, I think, intelligent people agreeing politely and making some solid points. And you,

...

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