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Benjamin Graham Disciple (EP.294)

Animal Spirits Podcast

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Navigating Bear Markets, Real Estate Stocks, and Inflation Concerns

This chapter delves into the relationship between equities and earnings in bear markets, exploring Jeremy Grantham's perspective on market challenges and risks. The discussion also covers the impact of a potential real estate downturn, the strong performance of real estate stocks like Redfin and Zillow, and considerations around stock portfolios and market reactions to inflation.

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