TIP794: Keynes And The Markets w/ Kyle Grieve
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 27 February 2026
⏱️ 66 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | John Maynard Keynes compounded capital at roughly 16% per annum for over two decades, |
| 0:08.0 | beating the broader UK index by nearly 6% annually during that stretch. |
| 0:12.5 | But probably the most incredible part of this was that he achieved those returns |
| 0:16.1 | while navigating some of the most tumultuous times in human history. |
| 0:19.8 | He did this through the end of World War I, the Great Depression, and all of World War II. |
| 0:25.4 | He had to not only figure out which businesses were good, but also which would survive |
| 0:29.2 | potential damage to their operations. |
| 0:31.2 | All will try to withstand the volatility that the market would throw at him during peak |
| 0:34.9 | periods of uncertainty. |
| 0:36.9 | In today's life, most of the uncertainty that we face stems from factors such as interest |
| 0:40.7 | rates and inflation. |
| 0:42.2 | Keynes had to deal with the uncertainty of whether his country would still exist or whether |
| 0:46.1 | a manufacturing plant would be bombed out and no longer able to produce any revenue. |
| 0:51.4 | But most investors don't really think of Cain's in this light. They think of them as |
| 0:55.6 | an economist who had a large impact on economics and then just stop there. But in reality, Cain's |
| 1:01.8 | developed some of the most impactful investing concepts much earlier than most of the investing |
| 1:05.9 | legends that we discussed on the show. But because many of his concepts are just, you know, |
| 1:10.3 | buried in boring old |
| 1:11.8 | economic textbooks, they aren't widely known to the general investing community. Another often |
| 1:16.9 | cited problem with Keynes was that he went broke twice. And while these two events were obviously |
| 1:21.7 | very painful for him, I also think that they were basically his tuition to help him understand |
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