Allan Gray The Allan Gray Podcast

30. Investment ideas that make us go hmmm – with Grant Williams

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While what worked for the last 40 years of investing may not work for the next 40, history offers valuable lessons for the path ahead. Chief investment officer Duncan Artus and renowned author and publisher Grant Williams unpick past events and explore future opportunities. From Japan’s decades-long battle with deflation and the unique opportunities in its bond market to the rise of gold as a counterweight to fiat currency, they reflect on market cycles across regions and eras. The conversation spans geopolitics and power, inflation, disruptor industries and the slow pivot from virtual to virtuous value.
Chapters
  • 00:34 Grant’s background
  • 05:00 Lessons from failure
  • 13:00 Media trust and echo chambers
  • 16:00 Hyper-financialisation and market shifts
  • 22:00 Inflation and global politics
  • 28:00 American exceptionalism
  • 32:00 Commodities and South Africa’s role
  • 34:00 Japan as a roadmap
  • 38:00 The AI boom and bust
5 Nov English South Africa Business · Investing

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