Grant Williams visits the world's greatest investors to mine their deepest insights about markets, finance, and life. Through immersive discussions, Grant endeavors to provide viewers with not just facts and data points, but the most valuable kind financial information available the wisdom and foresight to make life-changing investment decisions.
Grant Williams in Conversation with Leon G. Cooperman
Grant travels to Boca Raton to the home of Leon G. Cooperman, chairman and CEO of Omega Advisors. The two discuss the character traits which form the building blocks of Leon’s legendary career, his experiences at Goldman Sachs and Omega Advisors, along with his well-publicized run-in with the Securities and Exchange Commission. Leon explains his decision to return his investors’ money and concentrate on his own family office, and outlines his views on the importance of philanthropy – both for him and future generations of the Cooperman family. Filmed on November 7, 2018 in Boca Raton, Florida.
Grant travels west to talk with Evergreen GaveKal CIO David Hay about the changing dynamics surrounding perhaps the most important aspect of finance - the relationship between manager and investor. David explains how that relationship has shifted over his 40 year career, the challenges those shifts have caused and what each side must try to do in order to preserve this all-important relationship. Filmed October 19, 2018 in Bellevue, Washington.
Grant travels to western Canada for a conversation with Pan American Silver Chairman, Canadian Mining Hall of Fame inductee, and Order of Canada recipient Ross Beaty. The two discuss Ross's extraordinary career as a serial entrepreneur across multiple different resources, and pick apart the successes and failures that have shaped one of the most successful mining executives of the last half century. Ross describes his successful ventures in silver, gold, copper, and alternative energy, and explains his deep philanthropic commitment to the environment, in a fascinating and engaging conversation. Filmed on July 23, 2018 in Bowen Island, British Columbia.
Grant travels to Toronto to meet Bill White, whose experience at the Bank of England, Bank of Canada, BIS and OECD spans five decades. The two talk about the changes in central banking that Bill has witnessed over his career, the potential for an unruly outcome, the dangers unleashed when unfairness erodes trust, and how central banks really think about gold. Filmed on July 31, 2018.
William White is a former chairman of the Economic and Development Review Committee at the OECD and Economic Adviser to the Bank of international Settlements. He sheds light on debt restructuring, central banking, and where problems lie within the world’s financial institutions.
Grant travels to rural Connecticut to spend a day with Dr. Ben Hunt, author of Epsilon Theory. In a wide-ranging discussion, Ben shares his journey from tenured academic to software entrepreneur and on to his role as Chief Risk Officer at Salient Partners and the birth of Epsilon Theory. The two discuss the importance and power of narratives in financial markets, the ways in which spending time surrounded by nature can help improve investment returns and the reason “why” is the most important question to ask. Filmed on July 12th, 2018.
Grant travels to rural Connecticut to spend a day with Ben Hunt, author of Epsilon Theory. In a wide-ranging discussion, Ben shares his journey from tenured academic to software entrepreneur and on to his role as Chief Risk Officer at Salient Partners and the birth of Epsilon Theory. The two discuss the importance and power of narratives in financial markets, the ways in which spending time surrounded by nature can help improve investment returns and the reason "why" is the most important question to ask. Filmed on July 12th, 2018.
Grant travels to Atlanta, Georgia for a conversation with Eddie Mendel, co-founder of Ned Davis Research and minority owner of the Atlanta Falcons. Eddie's journey from rural Arkansas to Wall Street in the 1980s saw him build relationships with the likes of Sam Walton, Stan Druckenmiller and Paul Tudor Jones, and the lessons he learned from his time spent in the company of these titans of business and finance have helped shape his post-financial life in the world of sports. Eddie and Grant discuss philosophy, philanthropy and the importance of partnerships in a wide-ranging discussion that, while it steers largely clear of financial markets, is both eye-opening and inspirational. Filmed on June 1, 2018.
Grant Williams in Conversation with William Strong
Grant travels to Fisher Island in Miami to meet a hugely experienced value investor who has seen the world change dramatically over the course of his career. Bill Strong explains how he manages to navigate an investment landscape with diametrically different conditions than those which prevailed when he began his time on Wall Street over 40 years ago. He also recounts his experiences in the Asian crisis of 1998 and the sub-prime crisis of 2008. Finally, he lays out what he thinks to be the biggest short opportunity he's ever seen. Filmed on May 3, 2018.
Grant Williams in Conversation with David Stockman
From the ultimate insider as Ronald Reagan's Director at the Office of Management and Budget to establishment pariah for his harsh criticism of the United States' finances, David Stockman has been at the nexus of money and politics for over 40 years. With both the country's politics and Donald Trump's planned budget deficits firmly at the center of the financial world, David (who writes at "David Stockman's Contra Corner") takes us inside the political machine to help us understand the process and handicap potential outcomes. Filmed on April 9, 2018 in New York.
Felix Zulauf is an investing legend who has been a member of the Barron's Roundtable for over 30 years. Famous for his big calls ahead of the 1987 crash, the bursting of the bubbles in Japan and US tech, and the subprime crisis, he has built a stellar track record over a 40-year career. For the fourth in his "In Conversation with…" series, Grant Williams travels to Felix's home in Naples, Florida to talk about that storied career and the important lessons that Felix has learned along the way. Filmed from March 10 to March 12, 2018.
Grant Williams in Conversation with Anthony Deden: Part II
The second part of this first-ever interview with Tony Deden, chairman of Edelweiss Holdings. Tony's focus on scarcity and endurance in his investment portfolio and the stewardship of what he thinks of as irreplaceable capital has led him to reinvent the discipline of value investing. Tony's thoughtful, patient approach to the allocation of his investors' capital has yielded exceptional returns – and his disciplined investment philosophy offers an eye-opening insight into many of the problems inherent in the modern-day asset management business. Filmed January 18th-20th, 2018 in Grindelwald, Switzerland.