Grant WilliamsErik Townsend and Patrick Ceresna welcome Grant Williams back to MacroVoices. Erik and Grant discuss:

  • Are we in a cyclical bear market? 
  • Where are we headed next on treasury yields? 
  • Is the world turning Japanese? 
  • Escalation of tensions between China and Taiwan 
  • Update on how things are developing on Australian Real Estate
  • Risks of a recession in Australia  
  • Perspective on the rise of global populism  
  • Macron, France and the future of Europe
  • Outlook on gold and the yuan/gold ratio
  • What is the next move in the U.S. Dollar? 

SPECIAL POST GAME GUEST- MACRO TOURIST KEVIN MUIR discussing Modern Monetary Theory Kevin Muir 2019

The Macro Tourist - Everything you wanted to know about MMT (but were afraid to ask)

Watch Erik Townsend joining Patrick Ceresna and Kevin Muir on the new Market Huddle Show https://markethuddle.com/

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here | Download the audio MP3 File (75.28 MB) | Download the podcast transcript:   pdf Here (210 KB)

Much to his chagrin, Grant Williams has reached 30 years in finance.

Over that period, he has held senior positions at a number of investment banks and brokers in locations as diverse as London, Tokyo, New York, Hong Kong, Sydney and Singapore.

Grant is portfolio and strategy advisor to Vulpes Investment Management in Singapore and also one of the founders of Real Vision Television — an online, on-demand finance channel showcasing the brightest minds in finance.