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TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham

Apr 7, 2023

Trey Lockerbie chats with Jeremy Grantham, a legendary investor famed for his accurate market predictions. They dive into the recent bank failures and the Federal Reserve's policies, analyzing the historical patterns of bear markets. Grantham critiques corporate practices like stock buybacks, emphasizing the economic inequality they foster. The duo considers the dominance of giants like Apple and Microsoft, warns about climate change and declining birth rates, and highlights the promising potential of early-stage research companies in sustainability.

55:33

Episode guests

Jeremy Grantham

Highlights

AI Chapters

Episode notes

The Limits of Capitalism

01:09

The Pros and Cons of Stock Buybacks

00:40

The Unpredictability of Financial Crises and the Breaking Point

01:20

The industry's aversion to bearishness and the UBS Brinson case

01:25

Intro

4min

Debt, Crises, and Economic Disparity

15min

Navigating Corporate Finance and Economic Stability

7min

Capitalism's Challenges and Monopolies

9min

Bear vs. Bull: The Financial Sentiment Clash

7min

Global Crises: A Demographic and Environmental Wake-Up Call

13min

The Vulnerability and Potential of Early-Stage Research Companies

3min

Trey Lockerbie welcomes back billionaire and legendary investor Mr. Jeremy Grantham. Jeremy has a reputation for accurately predicting future events, including nearly every single bubble bursting over his career. During their conversation, Jeremy shares his thoughts on recent bank failures, Fed policy, and other world issues.

IN THIS EPISODE YOU’LL LEARN:

0:00 - Intro.

01:51 - Jeremy’s general thoughts on recent bank failures and Fed policy.

12:22 - A look at history and how long bear markets typically last.

36:00 - How Apple and Microsoft are eating the S&P 500?

46:52 - And other significant global concerns that are of interest to Jeremy.

Disclaimer: Slight discrepancies in the timestamps 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.
Related episode: Listen to TIP466: The Bear Has Arrived w/ Jeremy Grantham or watch the video here.
Related episode: Listen to TIP371: The Top of the Cycle w/ Jeremy Grantham or watch the video here.
Trey Lockerbie's Twitter.
Check out the GMO website.

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