TIP466: The Bear Has Arrived w/ Jeremy Grantham
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter features an esteemed investing figure sharing valuable insights on the current market landscape and their predictions from a year ago. It addresses critical issues like climate change, technological advancements, and the possibility of stagflation, providing listeners with a thorough understanding of economic concerns and strategic investments moving forward.
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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- 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.
- Check out our favorite Apps and Services.
- New to the show? Check out our We Study Billionaires Starter Packs.
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