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
- 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.
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