Clay is joined by investing legend and bubble historian Jeremy Grantham. Jeremy gives his updated views on the recent stock market run-up, how today’s market compares to market bubbles of the past and indicators that point to the potential bear market that lies ahead.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:00:31 - Lessons investing in microcaps in the 1960s 00:05:51 - A history of the market’s biggest bubbles 00:13:47 - View on Today’s Market 00:15:57 - AI 00:18:18 - Impact of interest rate cuts 00:21:19 - How government stimulus has fueled this market bubble 00:25:43 - Being early in the stock market his whole career 00:31:59 - Calling the market bottom during the GFC 00:33:20 - Monopolies 00:35:27 - Is the Magnificent 7 overvalued? 00:42:18 - You can’t have exponential growth forever on a finite planet 00:43:16 - Is a population crisis coming? 00:55:58 - Innovation in green energy 01:04:28 - The profit incentive in green energy 01:08:09 - Population bust 01:10:38 - China & green energy 01:13:41 - Quality stocks outperform the market
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ABOUT OUR SHOW 🎙 On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
