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Jeremy Grantham, Bubble Historian

The Compound and Friends

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Embracing Change and Recognizing Uniqueness in Financial Markets

Embracing the belief that 'this time is different', the speaker emphasized the uniqueness of the financial market environment. They pointed out factors like historically high profit margins and record-low interest rates, highlighting the unprecedented nature of current conditions. Despite some initial skepticism, the speaker's perspective evolved, leading them to predict a 'melt up' scenario and navigate the post-pandemic market dynamics with a forward-looking approach.

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