TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 7 April 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.1	Today we welcome back a very special guest and that is billionaire and legendary investor
0:07.8	Mr. Jeremy Grantham.
0:09.9	I have been continuously amazed at how accurate Jeremy has been predicting future events
0:14.9	over the last couple of years that we've been chatting.
0:17.5	But it should be no surprise as he's been one of the few who have accurately predicted
0:21.1	nearly every single bubble bursting throughout his career.
0:24.8	In this episode you will learn Jeremy's general thoughts on recent bank failures and the
0:28.9	Fed policy, a look at history, how long bear markets typically last and why that data
0:33.8	is probably very irrelevant for the situation we're currently.
0:37.3	How Apple and Microsoft are eating the S&P 500, the bigger issues that are really concerning
0:42.7	Jeremy and a lot more.
0:44.8	With all the noise I mean news going on constantly, it can be challenging to keep an eye on the
0:49.6	bigger picture.
0:50.6	Well that's exactly what makes Jeremy so great.
0:53.6	While I was focused in on banking issues, Jeremy takes this 40,000 feet above to refocus
0:58.9	on some of the world's largest issues which I have to admit are more concerning.
1:04.0	When Jeremy Grantham sounds in alarm it's important we all pay attention so with that please
1:08.4	enjoy this conversation with the one and only Jeremy Grantham.
1:16.3	You are listening to the Investors Podcast where we study the financial markets and read
1:21.4	the books that influence self-made billionaires the most.
1:24.5	We keep you informed and prepared for the unexpected.
	...

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