TIP466: The Bear Has Arrived w/ Jeremy Grantham

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:44 - Where Jeremy thinks we’ll go from here!
  • 06:10 - Why he believes rates will climb higher for longer.
  • 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s.
  • 29:03 - Why important resources are in short supply.
  • 42:29 - The best technologies fighting climate change.
  • 1:01:17 - The risk in Emerging and other markets outside of the US.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • GMO's Website.
  • Jeremy’s Papers.
  • Grantham Foundation Website.
  • Related Episode - TIP371: The Top Of The Cycle w/ Jeremy Grantham.
  • Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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645 episodes