TIP 116 : The 35 Year Bond Bubble w/ Grant Williams (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 11 December 2016

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: Ray Dalio’s thoughts on whether the Bond Market has ended it’s Bull Streak. Why Cash might be a great call option on all asset classes. Thoughts on the current conditions of Gold. What an economic reset is and how it applies to today’s market. Why the dollar is the primary reserve currency on borrowed time. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Grant Williams’ Blog: Things That Make You Go Hmmm. Doug Nolan’s Blog: Credit Bubble Bulletin. Jim Rickard’s book, The New Case for Gold – Read reviews of this book. Liaquat Ahamed’s book, Lords of Finance – Read reviews of this book. Mervyn King’s book, The End of Alchemy – Read reviews of this book. Related episode: Global Macro Economics w/ Grant Williams & Luke Gromen - TIP301. Related episode: Quantitative Tightening And Bitcoin W/ Grant Williams - TIP157. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	We study billionaires and this is episode 116 of the Investors Podcast.
0:06.0	Broadcasting from Bel Air, Maryland. This is the Investors Podcast.
0:14.0	They'll read the books and summarize the lessons. They'll test the waters.
0:18.0	Tell you what it's called. They'll give you actionable investing strategies.
0:23.0	Your host Preston Pish and Sting Broderson.
0:29.0	All right. How's everybody doing out there? This is Preston Pish and I'm your host for the Investors Podcast.
0:34.0	And as usual, I'm accompanied by my co-host Sting Broderson out in Salt South Korea.
0:39.0	And today we have a guest that I know everybody is going to enjoy listening to.
0:45.0	Because it's the one and only Grant Williams from Real Vision TV.
0:50.0	Grant comes with just a wealth of information. He's been at it for close to what 30 years now, Grant.
0:56.0	Just over I'm afraid I had to admit it.
0:59.0	But Grant has worked everywhere in the world. He has worked over in Tokyo.
1:05.0	He was actually there for the 1989 colossal collapse.
1:09.0	I don't know how else you would describe it, Grant. But I'm sure it was pretty insane to experience.
1:14.0	He was in the US during the 2000 crash. I mean, he's been interviewing literally the smartest and most profound investors around the world.
1:25.0	Through Real Vision, we are just pumped to have you here.
1:30.0	It's easy to sit in the chair and have every conversation that you have in your life with someone who's smarter than you.
1:36.0	It was Sean.
1:38.0	And here we are today. That's perfect.
1:40.0	All right. So Grant, I really want to kind of kick off the show here with just probably the hardest question that I think anyone could ask.
1:47.0	And so I want to start off with this idea that Ray Dalio, billionaire Ray Dalio from Bridgewater.
1:54.0	I have a quote and he literally came out with this quote just this month.
	...

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