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The Super Bubble (EP.273)

Animal Spirits Podcast

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Two Thousand, Half Cash, Wait for Stocks to Fall.

Jeremy grantham said two thousand 13 will be a dangerous year for stocks. He's been saying this to bens point forever, so i did a piece on grantham,. not to dunk, but just to show people that he's been says this for a long time. It would bea little surprising to see everything bubble that popped in two thousand eight to happen again less than two decades later. Notthing, it can't happen. But they ask him in barons, what is the trigger here? There has to be some sort of catalist and he said, the twin shocks of inflation and higher interest rates. And the thing is, higher interest rates are going

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