Grantham Sees Stocks ‘Super Bubble,’ Says Selloff Has Begun
Bloomberg Businessweek
00:00
Is There a Super Bubble?
There are people saying it's time to look at your portfolio, that the us has had some incredible gains. How do you see that as well? The us vers is the rest of the world? I think there's a good argument for that. Certainly, valuations are abit lower outside the us. O the us. Hiking rates aggressively. Nd inflation is definitely more of a concern in the us than it is in europe and emerging markets. So simple economic cycle, a positioning.
Play episode from 29:47
Transcript
