I summarize and discuss the latest Jeremy Grantham interview, with The Compound and Friends, in which the billionaire investor and financial bubble historian again discussed the super-bubble he currently sees in the US stock market in 2023, and in global real estate markets. See timestamps below for sections:

00:00 Jeremy Grantham bubble historian or eager permabear?

01:41 Calling the exact bottom in 2009

02:25 Are we in a major stock market bubble?

03:40 The global real estate bubble

05:28 Grantham's investing strategy during the bubble

06:13 Shorting the Russell 2000 

08:26 Long non-US equities

08:55 Is it different this time?

10:06 The biggest bubble in history

11:03 Could it be different because of the US tech megacaps?

13:09 The next 7 years

Related episodes:

Jeremy Grantham: Super Bubble Bursting, Recession Imminent

https://youtu.be/ELQVtf5ZIeM

Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!

https://youtu.be/ATP0GGON2B0

Referenced interview:

The Bubble Hasn't Burst Yet I TCAF 110 @TheCompound

https://youtu.be/aanwMfrSjP0

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Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.