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The Art of Value

Jeremy Grantham Super Bubble: Euphoria to Panic to Recession

Apr 9, 2023
13:49

I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested.


Related episodes:

Michael Burry: I Was Wrong! | New Bull Market Has Begun?

https://youtu.be/1GzFve2xQCo


Silicon Valley Bank Collapse Explainer | What's happening?!

https://youtu.be/h5yS-ZMAjPk


Full Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks w/ Jeremy Grantham (TIP542) https://youtu.be/ULcisguHRTg


The Art of Value Jeremy Grantham Playlist

https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87


Using a referral link helps support the pod, thanks!


The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664


I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581


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.

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