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00:00 - Intro
04:19 - Grant’s background
05:54 - The big global macro picture
16:08 - The role of the Federal Reserve today
25:16 - Inflation...the great equalizer or not
36:09 - Crypto and not so stable coins
44:06 - Central Banking 2.0
58:43 - The danger signs in Real estate
01:06:58 - The commodity super cycle
01:13:41 - Elon Musk...from Showman to Charlatan
01:19:04 - Thanks for listening