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.

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.

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

• Have peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.
• If you’re aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.
• Get the professional support you need to prepare for your future career with UBC Sauder School of Business.
• Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.
• Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.
• Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.
• What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.
• Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.
• Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.
• Send, spend, and receive money around the world easily with Wise.
• Discover the leading community for engaged investors, and the best source of investment analysis and opinion with Seeking Alpha. Listeners get a special deal: Alpha Picks for $99 + 1 month of FREE Seeking Alpha Premium!
• Support our free podcast by supporting our sponsors.

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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.