Insightful Investor cover image

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

Insightful Investor

00:00

Monopoly Dominance in America

Exploring the rise of powerful monopolies in America like Facebook, Microsoft, Apple, and Google, impacting US earnings and global market dynamics. Discussions on mean reversion in major companies, China's influence, and the risks associated with assuming continued success of dominant US stocks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app