Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and examining the core macro arguments dominating discussions.
Is there a recession or soft landing?
Bonds say recession by the 4th quarter, equities say earnings growth will be back to 10% by Q4. Can both be right?
If recession, can inflation stay high or will it at least disappear in the short term?
Is inflation going to be structurally higher?
If inflation is higher, will commodities save you from that inflation, or will the normalisation of the China housing market offset any gains?
Can the world move fast enough to green energy, or is there an underinvestment in oil/gas/coal that will lead to price spikes?
Can an artificial investing boom be large enough to lift the market?
What is a reasonable valuation for stock markets at the moment? At what valuation level would Grant start investing?
Is the China/US relationship broken for the foreseeable future?
Therefore, is dedollarisation possible?
We take the opportunity this week to quiz Grant and see where he sits on some of the biggest macro themes.
Agenda:
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Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.
