The Grant Williams Podcast

In this episode of The Grant Williams Podcast, I welcome my dear friend Rick Rule into the studio for a wide-ranging discussion about commodities, capital allocation, and the kind of opportunities that emerge when patience meets deep industry knowledge. Drawing on decades of experience in the resource sector, Rick explains why he believes the fundamental case for commodities remains compelling despite years of investor neglect. From copper and oil to inflation, monetary instability, and the lessons of previous commodity cycles, our conversation explores the forces driving supply shortages and why many investors continue to underestimate how difficult and time-consuming it is to bring new production online. Along the way, Rick also shares his thoughts on speculation, risk management, and the importance of understanding not just what you own, but why you own it.

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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver 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…

In this episode of The Grant Williams Podcast, I’m joined by author Dominic Frisby for a conversation that is equal parts monetary history, philosophy, and comedy. Best known to many as a comedian, writer, and commentator, Dominic brings a rare ability to explain complex financial ideas with clarity, humour, and perspective. The discussion traces his journey from trying to finance a West End musical to becoming one of the most recognisable voices in the world of gold and sound money. Along the way, we explore why gold continues to exert such a powerful hold over the human imagination, what its enduring appeal reveals about the nature of money itself, and why the debate over gold remains as relevant today as it was thousands of years ago.

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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver 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…

In this episode of The Grant Williams Podcast, Brendan Ballou returns for a fascinating and deeply important conversation about the rise of forced arbitration and the quiet transformation of the American legal system. Brendan explains how what began as a narrow mechanism for resolving commercial disputes has evolved into a vast private justice system that increasingly shields corporations from public accountability. Through examples ranging from hidden cellphone fees to wrongful-death cases, the discussion explores how decades of court decisions have steadily weakened consumers’ and workers’ ability to challenge powerful institutions—particularly when harms are individually small but collectively enormous. Along the way, he lays out why this matters far beyond the courtroom, touching on incentives, transparency, corporate power, and the broader erosion of trust in public institutions.

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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver 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…

In this episode of The Grant Williams Podcast, I welcome my good mate Dave Dredge of Convex Strategies for a fascinating conversation about fragility, portfolio construction, and why so many traditional investment frameworks are no longer fit for purpose. Using everything from London Tube strikes to Mandelbrot’s work on volatility clustering, Dave explains why markets should be understood not as stable systems occasionally disrupted by shocks, but as inherently fragile structures where hidden stresses build quietly over time before suddenly erupting. At the heart of our discussion is the “total portfolio approach”—a growing institutional framework that focuses less on the standalone return of individual assets and more on how each position contributes to the resilience, correlation profile, and survival of the portfolio as a whole in an increasingly unstable world.

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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver 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…

In this episode of The Grant Williams Podcast, I reconnect with Jawad Mian for a deeply thoughtful conversation that moves seamlessly between markets, personal evolution, and the challenge of building an intellectually honest life in an increasingly noisy world. Jawad reflects on his decision to leave Dubai and return to Toronto, explaining how the move forced him to rethink not only where he wanted to live, but also the kind of person and investor he wanted to become. What emerges is a discussion about rhythm, reflection, and the importance of creating enough mental and emotional space to think clearly in a world dominated by speed, outrage, and constant distraction. Along the way, we trace the origins and growth of Stray Reflections, the role of community and conversation in shaping ideas, the importance of remaining flexible, curious, and humble when navigating both markets and life itself and apply all that knowledge and understanding to today’s wild markets – particularly the AI trade and the rocketship that is South Korea’s KOSPI index.

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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver 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…