The Grant Williams Podcast Ep. 75 - Remi Tetot

The Grant Williams Podcast

Remi Tetot, the man behind The Mad King, joins me for a discussion around three of his most recent pieces of research. We discuss Remi’s observations around the Bitcoin ETFs and his views on the current up-cycle in crypto before switching to the growth potential of India, during which we discover a fascinating opportunity as India’s GDP expands with inevitable consequences for its defence sector. Finally, we switch our attention to the Magnificent 7… sorry, Magnificent 6, as Remi picks apart the fascination with NVIDIA, AI and data centres, drawing parallels to the broadband ‘revolution’ of the late-1990s.

Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.

Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.