Grant Williams released previews of three podcast episodes: with Andrew McDermott on Japan’s underlying shifts, including defense linkages that make Japan important to the U.S.; with Gerard Minack on framing the AI trade as an earnings bubble rather than a valuation bubble; and with Marvin Barth on central-bank accountability and whether Kevin Warsh is mounting a substantive challenge to prevailing policy frameworks 172839. He also promoted these episodes and his newsletter to subscribers, and amplified others’ market takes via retweets, including on USD trust, gold, and SPAC outcomes 13732404150.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
On the record
last 30 daysNo positions on the record in the last 30 days — retweets, links and asides don't count, only a view of their own.
Their output
148 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Brent Johnson 4 mentions
- Ben Hunt 1 mention
- bill fleckenstein 1 mention
- Donald J. Trump 1 mention
- Michael Green 1 mention
- @profplum99 1 mention
- Jared Dillian 1 mention
- David Lin 1 mention
What they talk about
- Roger Mitchell 29 items
- John Colquhoun 14 items
- Elon Musk 8 items
- Financial Times 7 items
- Alex Gibney 5 items
- colin o'donnell 4 items
- YouTube, LLC 3 items
- Elliot Richardson 3 items
See what your own voices say about Grant Williams, every morning.
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