Today, Grant Williams, creator of The Grant Williams Podcast, joins us to discuss the direction that the world is heading from a global macro perspective, the role of the Federal Reserve and how it has corrupted the price of money. We also touch on how the loss of faith in institutions is a key feature of the Fourth Turning, how inflation impacts inequality and how confidence in the Federal Reserve correlates with the level of interest rates, crypto currencies and the underlying problems of the technology, Central Banking 2.0 and what happens if a Central Bank buys all the bonds in a market, real estate and the potential dangers of the housing sector, the commodity super cycle and how it causes rising interest rates, and the fate and fortune of Elon Musk plus much more.
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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