Financial analyst Trey Lockerbie hosts a podcast episode with guests Jeremy Grantham, Michael Mauboussin, Josh Young, Ian Cassell, Brent Johnson, Dan Rasmussen, and Joe Brown. They discuss topics such as inflation comparison to 1970, valuation multiples, energy's impact on inflation, microcaps for investors, the dollar milkshake theory, and market indicators.

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.

Jeremy Grantham, co-founder of GMO Financial Holdings, discusses the interaction between finance, population, ecology, and pollution. Topics include super bubbles in the stock market, debt's impact, exploring green energy sources, limitations of technological solutions, AI's role in climate change, inequality crisis in America, philanthropy, decline of sperm count and insect populations, investing in environmental causes, and valuing the natural world.

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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORSSupport our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Jeremy Grantham, co-founder of GMO and a legendary market strategist, discusses the looming dangers of a current 'super bubble' in the U.S. stock market. With over five decades of experience, he predicts imminent corrections and shares concerns about the green transition and its ties to economic health. Grantham also tackles the implications of declining population growth on productivity and advocates for a shift in cultural values. He delves into the speculative nature of assets like gold and Bitcoin, calling for a re-evaluation of traditional economic models in light of environmental sustainability.

Joining Clay Finck is Jeremy Grantham, co-founder and investment strategist at GMO, renowned for his insights on market history. Grantham shares his thoughts on the recent stock market rally and warns about indicators of a potential bear market. He compares today's market dynamics to past bubbles, discusses the risks of overvalued stocks, and delves into the implications of concentration among leading companies. Additionally, he highlights the urgent need for innovation in green energy to combat climate change.

Jeremy Grantham, co-founder of Grantham, Mayo & Van Otterloo, shares his expertise as a prominent investor with a focus on environmental issues. He discusses the urgent need for technological advancements in green energy, highlighting challenges in lithium extraction and the potential for alternative materials. Grantham emphasizes the underestimated costs of global warming and critiques traditional economic models. His insights on American venture capital and the influence of historical leadership on resource management round out a compelling conversation about sustainability and investment strategies.

Jeremy Grantham, co-founder of GMO and environmental advocate, dives into alarming trends in fertility rates and their broader implications. He discusses how endocrine disruptors are impacting human reproduction and economic stability. Grantham emphasizes the urgent need to address toxicity in our environments and the potential economic fallout from population decline, especially in aging societies. He calls for a shift to non-toxic materials and renewable energy to safeguard human health and future generations.

Jeremy Grantham, Co-Founder of GMO, discusses investment bubbles, AI impact on markets, monopoly dominance in America, climate change urgency, and the decline of natural services due to short-term profit-oriented practices. He also explores the accelerating impact of AI on technology and sustainability.

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.