The 100 Year Pivot | Navigating a Changing Market with Grant Williams

Excess Returns

Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

3d ago 59:30

MP3•Episode home

In this episode of Excess Returns, Matt Zeigler sits down with Grant Williams for a wide-ranging conversation on what he calls the “Hundred Year Pivot.” Grant shares his view that we are living through a once-in-a-century inflection point — a deep, structural shift that is reshaping markets, institutions, societal values, and even individual behavior. This isn’t about predicting the next trade; it’s about understanding the tectonic changes happening beneath the surface and how investors can adapt, survive, and eventually thrive.

🔍 Topics covered in this episode:

What the “Hundred Year Pivot” really means
Why trust is the foundation of everything — and why it’s cracking
The loss of long-standing institutions and belief systems
How the freezing of Russian assets triggered a global monetary rethink
Why central banks are buying gold like never before
Why “buy the dip” might be a dangerous relic of a past era
The return of capital preservation as a core investing principle
How community, religion, and localism are resurfacing
The psychology of luck, risk, and staying rich
What gives Grant hope, despite the darkness of this turning

⏱️ Timestamps:
00:00 – The hundred-year pivot and deep structural change
04:00 – Financial nihilism and the breakdown of institutional trust
11:00 – The freezing of Russian assets and its global implications
14:00 – Central banks, gold, and the unraveling of the dollar system
23:00 – From 40 years of tailwinds to a harder investing environment
27:00 – Why “buy the dip” is getting more dangerous
33:00 – Capital preservation vs. capital accumulation
40:00 – Societal change, community assets, and the new investment mindset
54:00 – Grant’s reason for optimism

361 episodes

#Jack Forehand #Trading #Business #Jack Forehand And Justin Carbonneau #Justin Carbonneau #Value Investing