TIP466: The Bear Has Arrived w/ Jeremy Grantham
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 29 July 2022
⏱️ 77 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.1 | We have a very special guest today and that is investing legend Jeremy Grantham. |
| 0:08.2 | Jeremy is the co-founder and chief investment strategist of Grantham, Mayo and Van Otterloo, |
| 0:13.4 | or more commonly known as GMO. |
| 0:15.7 | I last spoke with Jeremy almost exactly a year ago on episode 371 and a lot of what he |
| 0:20.5 | had to say made it onto my top takeaways episode at the end of the year. |
| 0:24.0 | I highly recommend you revisit our last conversation just to see how pressure his predictions were |
| 0:28.2 | at the time. |
| 0:29.2 | In this episode I wanted to get Jeremy's thoughts on how the markets have materialized |
| 0:32.6 | since we last spoke but I also wanted to dive deeper into his knowledge on climate change |
| 0:36.7 | and the technology emerging around it. |
| 0:38.7 | In this episode you will learn where Jeremy thinks will go from here, why he believes |
| 0:42.3 | rates will climb higher for longer, how today's market and economy may start to resemble |
| 0:46.6 | the stack of the 1970s and 80s, why important resources are in short supply, the best technologies |
| 0:53.0 | fighting climate change, the risk in emerging and other markets outside of the US and a whole |
| 0:57.5 | lot more. |
| 0:58.5 | Jeremy is one of my all time favorite guests to have on this show and I know you'll enjoy |
| 1:02.0 | it as much as I did, so without further ado, here's my conversation with Jeremy Grantham. |
| 1:11.1 | You are listening to THE Investors Podcast where we study the financial markets and read |
| 1:16.2 | the books that influence self-made billionaires the most. |
| 1:19.4 | We keep you informed and prepared for the unexpected. |
| 1:31.0 | Welcome to THE Investors Podcast, I'm your host, Tray Lockerbie and today. |
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