Jeremy Grantham, Bubble Historian

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Sep 22, 2023

Jeremy Grantham, Bubble historian, joins the hosts to discuss inflation, modern valuations, impact investing, real estate, and the concept of market bubbles. They explore historical market events, indicators of an impending economic downturn, and alarming declines in insect biomass and male sperm count.

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Introduction

00:00 • 3min

Origin Story and Market Players

03:18 • 4min

High Treasury yields and introduction of Jeremy Grantham

06:56 • 3min

Quality as a Standalone Factor in Building an ETF

10:13 • 12min

The Origin of GMO's Asset Class Forecast

21:53 • 14min

Market Bubbles and Historical Deviations

35:33 • 25min

Investment Bubbles and Market Conditions

01:00:08 • 23min

Indicators of an Impending Economic Downturn

01:23:23 • 13min

Toxicity in the Environment and Decline of Insect Biomass

01:36:25 • 2min

The Decline in Male Sperm Count and Its Implications

01:38:27 • 11min

On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! Including a few extra words of wisdom.

Thanks to Public for sponsoring this episode! Go to https://www.public.com/compound to lock in a historic 5.5% yield on your cash.

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