The Art of Value Jeremy Grantham: We're STILL in A Major Stock Market Bubble
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
Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!
Referenced interview:
The Bubble Hasn't Burst Yet I TCAF 110 @TheCompound
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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.