Zortix
Ask Zortix…⌘KSign in
Everything the podcasts said · one show
The Grant Williams Podcast
≈ weekly
Follow

Long-form macro interviews from Things That Make You Go Hmmm.

In the last 30 days, The Grant Williams Podcast produced 6 attributed ideas; most-discussed: MU, NVDA, SIRI.

0
Ideas · 7d
6
Ideas · 30d
246
Ideas · all time
34
Episodes
Names this show discusses most
30D
SIRI · 1
90D
MU · 2SIRI · 1000660.KS · 1005930.KS · 1NVDA · 1AVGO · 1

Theses first heard here · 13

Risk-adjusted returns matter more than raw returnsFIRST HEARD 5 SEP
AI hyperscalers as a big market delusionFIRST HEARD 24 AUG
Macro risk model signals cyclical reboundFIRST HEARD 19 FEB
Iran regime decay, not collapseFIRST HEARD 26 JAN
Iranian regime collapse risks regional fragmentationFIRST HEARD 26 JAN
Latest attributed ideas · most recent first
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
Cod story as a metaphor for motivation
Open in Zortix →
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
Microcaps as the last edge-building frontier
Open in Zortix →
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
XM Satellite Radio short-covering rally
SIRIOpen in Zortix →
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
Mentorship starts with providing value
Open in Zortix →
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
Calm home life enables volatile profession
Open in Zortix →
21 SEP21 SEPThe Grant Williams Podcast Ep. 133 - Ian Cassel
Early wins as dangerous confidence builders
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
The Awesome Portfolio as a low-stress alternative
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
Cash as optionality, not a drag
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
Infinity-or-zero mindset is a flawed badge
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
Middle class takes excessive portfolio risk
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
Risk-adjusted returns misunderstood versus S&P
Open in Zortix →
5 SEP5 SEPThe Grant Williams Podcast Ep. 132 - Jared Dillian
Good ideas emerge from boredom and tinkering
Open in Zortix →
28 AUG28 AUGThe Grant Williams Podcast Ep. 131 - Andrew McDermott
Japan's hidden industrial and defense supremacy
Open in Zortix →
28 AUG28 AUGThe Grant Williams Podcast Ep. 131 - Andrew McDermott
Yen intervention as US-Japan balance sheet fusion
Open in Zortix →
28 AUG28 AUGThe Grant Williams Podcast Ep. 131 - Andrew McDermott
Japan's 'Japan Inside' strategy vs. brand visibility
Open in Zortix →
28 AUG28 AUGThe Grant Williams Podcast Ep. 131 - Andrew McDermott
Absolute valuation gap in Japan's best companies
Open in Zortix →
28 AUG28 AUGThe Grant Williams Podcast Ep. 131 - Andrew McDermott
Rising rates risk for Japan's financial system
Open in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
AI trade is an earnings bubble, not valuation
Open in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
Limited macro impact if AI bubble pops
Open in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
Memory chip makers as AI earnings poster child
ORIGINAL IDEAFIRST ON 000660.KS IN 30 DAYS000660.KSOpen in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
Cash flow asymmetry between shovel sellers and buyers
NVDAOpen in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
Rotate from US AI thematic to rest of world
Open in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
AI industry structure may resemble autos, not oligopoly
Open in Zortix →
24 AUG24 AUGThe Grant Williams Podcast Ep. 130 - Gerard Minack
TAM is a misleading metric for AI profitability
Open in Zortix →
20 AUG20 AUGThe Grant Williams Podcast Ep. 129 - Marvin Barth
Kevin Warsh's Fed reform as intellectual challenge
Open in Zortix →
20 AUG20 AUGThe Grant Williams Podcast Ep. 129 - Marvin Barth
Warsh's July FOMC vote as troubling dovish signal
Open in Zortix →
20 AUG20 AUGThe Grant Williams Podcast Ep. 129 - Marvin Barth
Fed's embarrassing potential growth misjudgment
Open in Zortix →
20 AUG20 AUGThe Grant Williams Podcast Ep. 129 - Marvin Barth
Lawyers as poor central bankers
Open in Zortix →
8 JUL8 JULThe Grant Williams Podcast Ep. 128 - Brent Johnson
Dollar band breakdown triggers systemic crises
Open in Zortix →
8 JUL8 JULThe Grant Williams Podcast Ep. 128 - Brent Johnson
Russian reserve freeze accelerates non-dollar diversification
Open in Zortix →
Browse all shows →The weekly signal →Monthly attention report →Run this show? Claim this page →What Zortix will never do →
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION