The End Game Ep. 38 - James Aitken PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 30 October 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When James Aitken calls and says we need to record another episode of The End Game based on the events of recent weeks, Fleck and I dropped everything and got him on the phone immediately. In this superb conversation, James lays out how and why the turmoil in the UK happened and explains the implications — which extend into the depths of financial market plumbing, an area James knows better than just about anybody. LDIs, Linkers, the box into which the Fed has painted itself and the dreadful predicament facing the BoJ all come under the microscope as James picks apart the plumbing as only he can. Buckle up, folks. Things are about to get really interesting... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	You're about to listen to a special preview edition of the end game featuring our very
0:41.4	special guest, James Akin of Akin Advisors in the UK.
0:45.2	Given the recent chaos in UK LDIs and the resultant fallout in sterling and guilt markets,
0:50.8	I thought who better to explain to Bill and me not only what went wrong, but also why
0:54.8	it has him deeply concerned about the markets plumbing.
0:58.3	Nobody knows that plumbing better than James, so to hear him so animated about the state
1:02.0	of play was a huge wake up call.
1:05.9	Every episode of the Grand Williams Podcast, including the end game, Super Terrific Happy
1:09.2	Hour, The Narrative Game, this week in Doom and Shifts Happen, is available to Copper
1:13.7	and Silver Tear Subscribers at my website, GrandBeschWilliams.com.
1:18.1	Copper Tear Subscribers could access to all the podcasts, while members of the Silver Tear
1:21.6	get both the podcasts and my monthly newsletter, Things That Make You Go.
1:25.9	So if you enjoy what you're on the show and you want more high quality content like it,
1:29.5	then please make your way over to GrandDeschWilliams.com and join our exciting community today.
1:34.7	And now, on with the show.
1:47.1	James Wake, welcome back to the end game, it wouldn't be the end game without you, I have
1:50.7	to say that.
	...

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