TIP371: The Top of the Cycle w/ Jeremy Grantham
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 20 August 2021
⏱️ 61 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:30.0 | In this episode we discuss how Jeremy identifies market bubbles and how to prepare for a correction. |
| 0:35.0 | How the Fed talks a big game but doesn't have a great track record of avoiding major market declines. |
| 0:40.0 | Green venture capital and the opportunities it presents and much much more. |
| 0:44.0 | Jeremy was very generous with this time and I very much enjoyed our conversation. |
| 0:48.0 | With over 50 years of experience in investing in markets, |
| 0:51.0 | Jeremy's perspective is steeped in wisdom and logic. |
| 0:54.0 | So with that, please enjoy my discussion with Jeremy Grantham. |
| 1:00.0 | You are listening to the Investors podcast where we study the financial markets |
| 1:06.0 | and read the books that influence self-made billionaires the most. |
| 1:10.0 | We keep you informed and prepared for the unexpected. |
| 1:14.0 | Welcome to the Investors podcast. |
| 1:23.0 | I'm your host, Trey Lockerby and today I am so excited and honored to have with me Mr. Jeremy Grantham. |
| 1:32.0 | Jeremy, welcome to the show. |
| 1:34.0 | Hi, it's a pleasure to be here. |
| 1:36.0 | One of the reasons I am so excited to speak with you Jeremy is because not only are you a legend in the space |
| 1:43.0 | and a studied historian on markets, but because you also, as you've somewhat humorously put it, no longer have career risks. |
| 1:51.0 | So I know our audience will love hearing your very candid viewpoints on where we are in this cycle. |
| 1:57.0 | And speaking of cycles, you've gone on record stating that we are at the peak of one of the largest market cycles or bubbles in history. |
| 2:07.0 | So I love if you would tell us a bit about how you go about identifying a bubble and how you've come to that conclusion. |
| 2:15.0 | I wouldn't say necessarily that we're at the peak. I think it's clear that we're deep into bubble territory. |
| 2:24.0 | Bubbles are characterized typically at the end of a long bull market by a period where they accelerate and they start to rise at two or three times the average speed of the bull market, which they did last year, of course. |
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