The Grant Williams Podcast Ep. 117 - Tian Yang

In this episode of The Grant Williams Podcast, I’m joined by Variant Perception’s Tian Yang for a sweeping discussion of what he calls a “late-cycle macro, early-stage regime shift.” Tian argues that the global economy is pivoting away from efficiency and toward sovereignty, as great powers prioritise control of supply chains, technology, and industrial capacity. Drawing parallels to McKinley, Roosevelt, FDR, and Eisenhower, he explains why state-driven investment, industrial policy, and fiscal dominance are becoming permanent features of the economic landscape. From AI-driven melt-up dynamics in markets to gold’s role as a geopolitical hedge, Tian lays out a framework for navigating a world where governments are increasingly shaping the direction—and outcomes—of economic growth. 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, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver Tier subscribers at my website 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…

You can listen to The Grant Williams Podcast Ep. 117 - Tian Yang online on Radio and Podcast. Open the player on this page to stream the available audio.

The Grant Williams Podcast Ep. 117 - Tian Yang is an episode from The Grant Williams Podcast by Grant Williams.

This episode is 30:00 long.

This episode was published on Feb 19, 2026.

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