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Watch the full 3-part interview with Grant Williams available now on Substack:

https://westonnakamura.substack.com


Part 1: Bull market - 1989 vs now

Part 2: Reflections on being financial “content creators”

Part 3: Bank of Japan and policy normalization

https://substack.com/@acrossthespread


Grant Williams is the author of THINGS THAT MAKE YOU GO HMMM..., host of the Grant Williams Podcast Series, and co-founder of Real Vision. Grant’s career in institutional finance spanned various roles around the world - but started out in a wild-west corner of trading warrants in Tokyo, 1989 - at the peak of the great Japan bubble.

In this part 1 with Grant Williams, he discusses his experience during the Japanese bubble. Grant also explains his bullish thesis on Japan and the importance of switching from price to value when investing.


I also strongly recommend subscribing to The Grant Williams series of podcasts and his newsletter - I have gotten enormous value out of Grant’s work.

Follow Grant on X


Support Across The Spread by becoming a paid subscriber, and get full access to all original video and written content. Lock in current subscription prices before voluntary paid subscription ends this month:

Substack @acrossthespread


X @acrossthespread

acrossthespread.com



","author_name":"Weston Nakamura"}