The Meb Faber Show - Better Investing cover image

The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426

The Meb Faber Show - Better Investing

00:00

The Five Most Dangerous Wards

Grantham jeremy says the last 20 years have been completely different. Inflation has been a non issue in this goldelocks era for 22 i am proud to say, i wrote 20 years of quarterly letters, and i never featured inflation. I think what is going to happen is that it's changing back. We are going back, in many ways, to the twentieth century. You do not want to starta the opposite where we were a year ago.

Play episode from 14:00
Transcript

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