

Jeremy Grantham Says No One Should Invest in the US
6 snips Oct 5, 2023
Jeremy Grantham, renowned investment strategist, discusses the US investment landscape and warns of the vulnerability of the Russell 2000 due to rising rates and zombie companies. He analyzes the bond market bubble and its consequences for governments, explores the existence of a financial bubble and strategies to navigate it, emphasizes the importance of bravery in investing, and discusses the relationship between inflation, interest rates, and the stock market. He also expresses skepticism towards Bitcoin and advocates for gold as an inflation hedge.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Bond Market Bubble and Government Debt
01:43 • 7min
Insights on Valuations and the Current Market Bubble
08:18 • 2min
The Existence of a Financial Bubble
10:27 • 22min
The Importance of Bravery in Investing and Analysis of Market Performance
32:10 • 4min
The Relationship Between Inflation, Interest Rates, and the Stock Market
36:13 • 25min
A Discussion on Gold, Bitcoin, and Cash
01:00:45 • 3min