This is an interview with Grant Williams.

Grant Williams has worked for over 35 years in finance, travelling between seven major financial centres from London to Sydney over that time.

Currently, he is a senior advisor to Matterhorn Asset Management AG in Switzerland, and a portfolio and strategy advisor to Vulpes Investment Management in Singapore. He is also the author of a long-running newsletter called, "Things That Make You Go Hmmm".

In this interview, Grant argued that we are currently in a "Fourth Turning", based on his reading of historical cycles and influenced by the Strauss-Howe generational theory. That means he sees a heightened probability of more wars, pestilence and bad stock-market outcomes over the next decade.

Grant said he sees gold as an asset without counterparty risk in which to sit safely during the tumultuous times he sees ahead.

He said he is also bullish on uranium, lithium and silver.

When it comes to equities, he's weary of the US mega-caps, but he sees great value plays in Japan.

So, Grant Williams talked about commodities, stocks, the FED hedging their bets, inflation and gold's role in an inflationary environment, the everything bubble, politics, and much more.

Timestamps
00:00 recap
01:10 intro
01:40 will history repeat itself?
03:28 what is Grant most worried about?
07:40 why does Williams think this is the 4th turning?
12:30 will only the US crash or the whole world?
17:30 when will the fourth turning actually happen?
24:25 when will Grant Williams turn bullish?
27:30 how many times will the FED cut rates in 2024?
32:00 will inflation come back anytime soon?
33:30 which president will be better for the US economy & market?
39:25 are we really in an everything bubble?
46:45 does Grant like gold at this price?
51:55 why are central banks still buying gold?
58:05 is Japan's stock market about to crash?
01:05:00 what countries is Grant Williams bullish on?
01:06:45 what other commodities does Grant like?
01:09:05 why does Grant not own uranium?
01:12:05 contact Grant Williams